2024-04-03T10:40:50-05:00 2023-08-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-09-01 746041411 University of Houston Foundation UNIV 7136226061 4543 Post Oak Place 250 Houston TX 77027 Terrylin G Neale President 7136226061 2024-04-03 1 Terrylin Neale 999009999 0 Barbara Murphy P01386215 7134395739 2024-04-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Terrylin G Neale 4543 Post Oak Place 250 Houston TX 77027 42978532 0 X www.universityofhoustonfoundation.org X 1960 TX The University of Houston Foundation operates for the advancement and general welfare of the educational programs of the University of Houston and its components. The Foundation receives contributions and manages and administers those funds. 9 9 4 9 0 0 6414396 4519354 0 0 9648263 9659952 0 0 16062659 14179306 8293461 8908711 0 0 620847 672181 0 0 0 917159 895557 9831467 10476449 6231192 3702857 176095945 187490103 11901187 13334984 164194758 174155119 University of Houston Foundation provides program support to University of Houston System for various scholarship and educational programs. 0 0 8908711 8908711 University of Houston Foundation provides program support to University of Houston System for various scholarship and educational programs for colleges listed in Schedule I. 8908711 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Joanne Kelley 7136626061 4543 Post Oak Place Ste 250 Houston TX 77027 Orlando Sanchez Chair 1.00 0.00 X X 0 0 0 Rob Arnold Vice Chair 1.00 0.00 X X 0 0 0 Alvin Zimmerman Secretary 1.00 0.00 X X 0 0 0 Rebecca Hoyt Treasurer 1.00 0.00 X X 0 0 0 Mike Booker Trustee 1.00 0.00 X 0 0 0 Arturo Chavez Trustee 1.00 0.00 X 0 0 0 Paula Douglass Trustee 1.00 0.00 X 0 0 0 Lisa Duchman Trustee 1.00 0.00 X 0 0 0 Jeff Granberry Trustee 1.00 0.00 X 0 0 0 Terrylin G Neale President 40.00 0.00 X 298870 0 33477 Joanne Kelley Accounting Manager 40.00 0.00 X 126480 0 26743 425350 0 60220 2 0 1 0 Wells Fargo Advisors 2700 Post Oak Blvd Ste 900 Houston TX 77056 Investment Mgmt 587019 1 1032194 3487160 4519354 8725770 8725770 29733408 28799226 934182 934182 934182 14179306 0 0 9659952 8908711 8908711 344631 344631 256639 256639 15130 15130 21662 21662 34119 34119 39105 39105 757703 757703 6234 6234 29458 29458 43529 43529 886 886 3420 3420 15222 15222 10476449 8908711 1567738 0 100 100 284690 34517 1306111 1089073 47274 58806 63280 74459 96656 30824 64133 65832 174330357 186081257 0 86059 176095945 187490103 269532 370260 10275289 11549760 1356366 1414964 11901187 13334984 X 3124460 3750251 161070298 170404868 164194758 174155119 176095945 187490103 X 3702857 6385075 -127571 X 0 1 X 1 0 X 6663455 9565005 4267244 6414396 4519354 31429454 6663455 9565005 4267244 6414396 4519354 31429454 7998658 23430796 8757965 7801481 10147293 12311596 8725770 47744105 79173559 0.29590 0.30950 X University of Houston Foundation (the Foundation) submits that throughout its existence to date and in the future, it qualifies as a public charity under Internal Revenue Code 509(a)(1) by satisfying the requirements of Regulation 1.1709A-9(f)(3) as follows: (i) Ten Percent Test: The Foundation has historically and normally can be expected in the future to receive over 10% of its total support from the general public.(ii) Attraction of Public Support: The Foundation provides program support to University of Houston System for various scholarship and educational programs. Because of the support the Foundation provides the University of Houston System, it has attracted gifts from individuals, corporations, and foundations with ties to the community. The Foundation continues to re-design and re-evaluate its fundraising campaigns to engage and attract new donors.(iii) Sources of Support: The Foundation historically has received support from a broad representative number of foundations and individuals, rather than receiving almost all of its support from the members of a single-family or small group of individuals. During the fiscal year 2023, the Foundation received contributions from hundreds of unique donors, with 74 donors contributed more than $5,000.(iv) Representative Governing Body: The Foundation's governing body comprises 9 area civic and business leaders. None of the board members are significant donors or disqualified persons.(v) Availability of Facilities or Services and Public Participation: The Foundation's programs impact the students of the Houston community and surrounding areas. In 2023, the Foundation supported various scholarships and programs at University of Houston, totaling $8,908,711. Schedule A, List of Unusual Grants Received: Description: Hilton College of Hotel and Restauraunt Mgmt Date: 12/05/20 Amount: 10,000,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 151431317 669264 12719728 3665933 161154376 181287841 2139951 -28729414 3267061 151431317 135510992 10849369 38229624 3302144 181287841 135983634 889641 2120067 3482350 135510992 138766814 2133051 -1949822 2966409 135983634 0.01300 0.49450 0.49250 0 0 38344 30824 7520 58312 58312 65832 Annuities payable 1328149 Right of use lease liability 86815 1414964 19679107 6385075 -127571 6257504 13421603 757703 757703 14179306 9718746 0 9718746 757703 757703 10476449 Part V, Line 4: The Foundation's endowment consists of approximately 310 individual funds established for a variety of purposes, all of which are for the benefit of the University of Houston, a state institution of learning in Texas. The endowments include both donor-restricted endowment funds and funds designated by the Board of Trustees. Part XI, Line 2d - Other Adjustments: Change in value of annuities -127,571. 1 University of Houston 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 3163662 0 Scholarships UH - Architecture 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 36000 0 Program Support UH - Athletics 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 669597 0 Program Support UH - Business 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 77149 0 Program Support UH - College of Liberal Arts & Social Sciences 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 393731 0 Program Support UN - College of the Arts 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 489725 0 Program Support UH - Engineering 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 66174 0 Program Support UH - Honors 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 48238 0 Program Support UH - Houston Public Media 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 71948 0 Program Support UH - College of Global Hospitality Leadership 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 1557696 0 Program Support UH - Law 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 68266 0 Program Support UH - Library 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 7753 0 Program Support UH - College of Nat'l Sciences & Mathematics 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 272776 0 Program Support UH - Optometry 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 166584 0 Program Support UH - Pharmacy 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 17284 0 Program Support UH - Social Work 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 105438 0 Program Support UH - System 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 1657389 0 Program Support UH - Downtown 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 31994 0 Program Support 18 0 Part I, Line 2: Each fund maintained by the Foundation has written use criteria which are evaluated to ensure that all distributions meet the specified criteria. X X X 0 0 0 0 0 0 0 0 0 Terrylin G Neale President 298870 0 0 0 0 0 21115 0 12362 0 332347 0 0 0 Joanne Kelley Accounting Manager 126480 0 0 0 0 0 10517 0 16226 0 153223 0 0 0 Form 990, Part VI, Section B, line 11b The Form 990 is first reviewed by the President of the Foundation then a copy of the draft is sent electronically to each trustee for review and comments before filing with the IRS. Form 990, Part VI, Section B, line 12c Trustees and key personnel annually review the conflict of interest policy and complete a governance questionnaire. Form 990, Part VI, Section B, line 15a The Board reviews the comparable information gathered and votes on the compensation. Form 990, Part VI, Section C, line 19 Upon request at the office of the University of Houston Foundation. Form 990, Part XI, line 9: Change in value of annuities -127,571.