Welcome to our OSU Foundation Resources page. We have included helpful links and documents here. Please check back frequently as we continue to add more helpful forms, campus resources and other frequently requested and downloaded documents. Thank you!

Campus Resources

Below are helpful OSU Foundation forms and procedures for our campus partners.

Fundraising/Auction Forms & Procedures

  1. Auction Gift Deposit Form Instructions
  2. Auction Gift Deposit Form
  3. Charitable Contributions: Substantiation and Disclosure Requirements
  4. Fundraising Auction Checklist

Signature Authority Change Forms & Procedures

  1. Instructions-Requesting Change to Existing Signature Authority
  2. OSUF Signature Authorization Change Request Form
  3. OSUF Signature Authorization-Project(s)
  4. OSUF Signature Authorization-College/Department(s)

Miscellaneous Forms

  1. Accounts Payable Record Keeping Guidelines
  2. Advance Form
  3. Bank Draft Form
  4. Expense Codes for Vouchers
  5. Gift Deposit
  6. Gift-in-Kind Form
  7. International Wire Information Form
  8. Non-Gift Cash Gifts & Other Revenue
  9. Non-Gift IRS Solicitation Language
  10. Online Reporting Access Form
  11. Payroll Deduction Form
  12. Request for Reinvestment
  13. Transfer to Funds
  14. Voucher Template, effective January 2015
  15. Voucher Template, old
  16. W-9 Form (includes 2017 OSU Foundation Information)
  17. W-9 Guidelines
  18. Who to Call List in the OSU Foundation Accounting Department

Financial Information

See below for frequently accessed financial documents and information.

  1. 2016 Year-End Gift Receipt Information
  2. Audited Financials FY 2016
  3. Quarterly Investment Report FY 2016, 2nd Quarter
  4. 501(c)(3) Letter
  5. The Form 990 is available upon request. Please contact the OSU Foundation for more information.

Annual Reports

Each year the Foundation puts together an Annual Report that includes our audited financials, as well as highlights from the year. See below for recent Annual Reports.

  1. Annual Report FY 2016
  2. Annual Report FY 2015
  3. Annual Report FY 2014
  4. Annual Report FY 2013
  5. Annual Report FY 2012
  6. Annual Report FY 2011
  7. Annual Report FY 2010
  8. Annual Report FY 2009
  9. Annual Report FY 2008

Endowment Reports

Each fall we prepare Endowment Reports for our donors to provide information about their endowment funds and the management and performance of the OSU Foundation’s Pooled Investment Fund. Below is the general information piece we produce to accompany those reports each year.

  1. Endowment Report FY 2016
  2. Endowment Report FY 2015
  3. Endowment Report FY 2014
  4. Endowment Report FY 2013
  5. Endowment Report FY 2012
  6. Endowment Report FY 2011
  7. Endowment Report FY 2010
  8. Endowment Report FY 2009
  9. Endowment Report FY 2008

Disclosure Statement

The Oklahoma State University Foundation is a 501(c)(3) tax-exempt organization soliciting tax deductible private contributions for the benefit of the Oklahoma State University. The Foundation is registered to solicit charitable contributions with the appropriate governing authorities in all states requiring registration. A copy of the current financial statement is available by writing to P.O. Box 1749, Stillwater, Oklahoma 74076-1749, by calling 405.385.5102, or if you are a resident of the following states you may obtain registration and financial information directly by contacting:

CALIFORNIA: The Attorney General’s website at caag.state.ca.us/charities.

MARYLAND: For the cost of postage and copies from the Maryland Secretary of State, State House, Annapolis, Maryland 21401, 410.974.5534, 800.825.4510.

MISSISSIPPI: The official registration and financial information of the Oklahoma State University Foundation may be obtained from the Mississippi Secretary of State’s office by calling 888.236.6167. Registration by the Secretary of State does not imply endorsement by the Secretary of State.

NEW JERSEY: Information filed with the Attorney General concerning this charitable solicitation and the percentage of contributions received by the charity during the last reporting period that were dedicated to the charitable purpose may be obtained from the Attorney General of the State of New Jersey by calling 973.504.6215 and is available on the Internet at state.nj.us/lps/ca/charfrm.htm. Registration with the Attorney General does not imply endorsement.

NEW YORK: A copy of the most recent financial report is available from the Office of the Attorney General, Department of Law, Charities Bureau, Attn: FOIL Officer, 120 Broadway, New York, New York 10271.

PENNSYLVANIA: The official registration and financial information of the Oklahoma State University Foundation may be obtained from the Pennsylvania Department of State by calling toll free, within Pennsylvania, 800.732.0999. Registration does not imply endorsement.

WASHINGTON: Secretary of State at 800.332.GIVE.

WEST VIRGINIA: West Virginia residents may obtain a summary of the registration and financial documents from the Secretary of State, State Capitol, Charleston, West Virginia 25305. Registration does not imply endorsement.

Please contact our Office of General Counsel at 405.385.5100 if you have questions regarding solicitation or registration requirements concerning the OSU Foundation.

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SPRING 2017

Symposium

RECAP

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OSU Foundation

Updated Policies

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INTRODUCING

TheMcKnight Center for the Performing Arts

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COLLEGE OF ENGINEERING, ARCHITECTURE & TECHNOLOGY
THE FUTURE
IS NOW
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Spears School of Business

Building Business Excellence

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UPDATE

OSU Foundation Building Expansion

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