2024-02-15T11:29:33-06:00 2023-06-30 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990 2022-07-01 237036780 UNIVERSITY OF BALTIMORE FOUNDATION INC UNIV 4108376170 1420 N CHARLES STREET BALTIMORE MD 21201 AMY SHAVER CFO 4108376148 2024-02-13 1 AMY SHAVER 999009999 1 SUSAN KELLER P00245169 4107275735 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X NINA YUDELL 1420 N CHARLES STREET BALTIMORE MD 21201 17404887 0 X WWW.UBFOUNDATION.ORG X 1969 MD ESTABLISHED TO RAISE, MANAGE FUNDS, AND PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF BALTIMORE. 15 15 5 24 0 0 5590421 6644300 12385 76173 4935514 1616833 0 377 10538320 8337683 0 0 0 0 336548 398813 25690 62412 349097 4754914 5240336 5117152 5701561 5421168 2636122 88619542 95943538 1208324 1567234 87411218 94376304 TO RAISE AND MANAGE FUNDS AND TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF BALTIMORE. THE FOUNDATION PROVIDES LEADERSHIP, GUIDANCE, AND SUPPORT TO THE UNIVERSITY'S ADMINISTRATION IN ADVANCING THE MISSION AND VISION OF THE UNIVERSITY. 0 0 4396017 76555 ALL PROGRAM SERVICE EXPENSES AND DISTRIBUTIONS SUPPORT THE EDUCATIONAL ACTIVITIES OF THE UNIVERSITY OF BALTIMORE. THE FOUNDATION SUPPORTED INITIATIVES OF THE UNIVERSITY SUCH AS SCHOLARSHIPS, FACULTY SUPPORT, AND COMMUNITY OUTREACH PROGRAMS. 4396017 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 27 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD CO MA MI NJ NY OH WA CA LA ME MN NH NC ND SC UT WA AK AR OR X X X THE ORGANIZATION 4108376170 1420 N CHARLES STREET BALTIMORE MD 21201 NINA YUDELL CHAIR 5.00 X X 0 0 0 JOAN WORTHINGTON VICE-CHAIR 5.00 X X 0 0 0 MICHAEL L CURRY SECRETARY 1.00 X X 0 0 0 TRACEY A DUBREE TREASURER 1.00 X X 0 0 0 BARNETT BROOKS DIRECTOR 1.00 X 0 0 0 R THOMAS CRAWFORD DIRECTOR/ IMMEDIATE PAST C 1.00 X 0 0 0 JEFF GLOCK DIRECTOR 1.00 X 0 0 0 CARMINE D'ALESSANDRO DIRECTOR 1.00 X 0 0 0 ARTHUR E FLACH DIRECTOR 1.00 X 0 0 0 PIERCE FLANIGAN IV DIRECTOR 1.00 X 0 0 0 STUART M GOLDBERG DIRECTOR 1.00 X 0 0 0 SAYRA MEYERHOFF DIRECTOR 1.00 X 0 0 0 KURT L SCHMOKE EX-OFFICIO 1.00 X 0 0 0 DAN MORRISON DIRECTOR 1.00 X 0 0 0 PHAEDRA STEWART DIRECTOR 1.00 X 0 0 0 THERESA SILANSKIS EXECUTIVE DIRECTOR 40.00 X 0 0 0 JANUS KURZMANN CFO (THROUGH 6/2023) 40.00 X 93878 0 4984 93878 0 4984 0 0 0 0 BARKER & SCOTT CONSULTING LLC 2202 18TH ST NW WASHINGTON DC 20009 DATABASE & ACCT SERVICES 134548 CLEARVIEW CONSULTING INC 11155 RED RUN BLVD STE 410 OWINGS MILLS MD 21117 OUTSOURCED ACCT SERVICES 129650 2 88111 6556189 25818 6644300 PROGRAM INCOME 900099 76173 76173 76173 1671955 1671955 9012082 9067204 -55122 -55122 -55122 MISCELLANEOUS INCOME 611110 377 377 377 8337683 76550 0 1616833 91346 91346 233186 233186 17602 17602 33545 33545 23134 23134 9656 6584 3072 37222 37222 62412 62412 174938 174938 507431 178900 202263 126268 14961 14961 60288 60288 128900 33494 95406 19418 16337 36 3045 408008 390158 17600 250 12726 12726 STUDENT/FACULTY SUPPORT 2729435 2729435 OTHER PROGRAM SUPPORT 832643 832643 MISCELLANEOUS 304710 139801 10859 154050 5701561 4396017 956447 349097 15755571 14503054 5837351 5991717 67387 17970 80923 82413 43219331 52499141 23204695 22394959 454284 454284 88619542 95943538 1054206 597492 154118 969742 1208324 1567234 X 7185864 8489053 80225354 85887251 87411218 94376304 88619542 95943538 2636122 4328964 0 X X 0 1 X 1 0 X 3038492 6162475 9554106 5566897 6644300 30966270 3038492 6162475 9554106 5566897 6644300 30966270 11260077 19706193 1010757 983082 1546623 2274625 1671955 7487042 178091 58844 16306 12385 76173 341799 38795111 0.50800 0.56300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 454284 X X X 0 61288308 4154334 4895657 3300458 67037841 68720950 1179815 -5702756 2909701 61288308 50278867 5920420 15154401 2632738 68720950 49877557 2813658 184984 2597332 50278867 49001471 983278 2375812 2483004 49877557 0.19000 0.81000 0 0 0 PRIVATE EQUITY INVESTMENTS 17477337 F INVESTMENT IN USMF 4917622 F 22394959 X 12536704 4328964 44995 4373959 8162745 174938 174938 8337683 5553364 26741 26741 5526623 174938 174938 5701561 PART III, LINE 4: ART AND HISTORICAL COLLECTIONS INCLUDE LIBRARY COLLECTIONS, POSTERS, PRINTS AND OTHER ARTIFACTS. PART V, LINE 4: THE FOUNDATION'S PERMANENT ENDOWMENT CONSISTS OF VARIOUS DONOR RESTRICTED FUNDS ESTABLISHED TO PROVIDE A SOURCE OF INCOME FOR ONGOING PROGRAMS, AS WELL AS SCHOLARSHIPS AND PROFESSORSHIPS. PART X, LINE 2: THE ORGANIZATIONS FOLLOW THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE ORGANIZATIONS' EVALUATION OF TAX POSITIONS, WHICH INCLUDES MAINTAINING THEIR TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT TOOK ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM UNIVERSITY PROPERTIES, INC. 44,995. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM UNIVERSITY PROPERTIES, INC. 26,741. PART XI, LINE 2D REVENUE OF $44,995 FROM UNIVERSITY PROPERTIES, INC., AN AFFILIATE, IS INCLUDED IN THE AUDITED FINANCIAL STATEMENTS, BUT NOT INCLUDED IN THE FORM 990. PART XII, LINE 2D EXPENSES OF $26,741 FROM UNIVERSITY PROPERTIES, INC., AN AFFILIATE, ARE INCLUDED IN THE AUDITED FINANCIAL STATEMENTS, BUT NOT INCLUDED IN THE FORM 990. FORM 990, PART XI, LINE 10 THE AUDITED FINANCIAL STATEMENTS WERE PREPARED ON A CONSOLIDATED BASIS. THE CONSOLIDATED NET INCOME(LOSS) EQUALS $6,983,340. THE NET INCOME FOR THIS ENTITY ON AN UNCONSOLIDATED BASIS IS $6,965,086. THE DIFFERENCE IS $18,254, OR THE INCOME FOR UNIVERSITY PROPERTIES, INC. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS INVESTMENTS ONLY 6417653 0 0 0 0 0 0 6417653 0 6417653 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X X 1 EAB GLOBAL INC 2445 M ST NW WASHINGTON DC 20037 DIRECT MAIL 0 85199 94082 -8883 WILSON-BENNETT TECHNOLOGY INC 2239 BILL FOSTER MEMORIAL HWY W CABOT AR 72023 TELEMARKETING 0 7534 62761 -55227 92733 156843 -64110 MD CA CO CT FL GA IL KY MA MI MO NJ NY OH PA TN VA WA WV AL HI MS DC AK AR LA ME MN NV NH NC ND OR SC UT X 2 25818 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT AND EXECUTIVE COMMITTEES OF THE BOARD ARE AUTHORIZED TO REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. A COPY OF THE RETURN IS MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORMS ARE REQUIRED TO BE COMPLETED AT THE BEGINNING OF THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CFO WAS DETERMINED BASED ON MARKET FACTORS AND IN CONSULTATION WITH AN INDEPENDENT RECRUITING FIRM. THE EXECUTIVE DIRECTOR IS PAID BY THE UNIVERSITY AND AS SUCH IS SUBJECT TO THE UNIVERSITY'S COMPENSATION STRUCTURE. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. PART XI, LINE 2C THE AUDIT PROCESS WAS UNCHANGED, AND IS OVERSEEN BY THE AUDIT COMMITTEE. SCHEDULE R, PART II: PURCHASES, LEASES, AND HOLDS TITLE TO BOTH REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF THE FOUNDATION. UNIVERSITY PROPERTIES INC 1130 N CHARLES STREET BALTIMORE MD 21201 521040290 SEE SCHEDULE O MD 501(C)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 UNIVERSITY PROPERTIES INC N