FURP.ORG / PUBLIC DATA EXPLORER

ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY (EIN 86-6051042)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-02-28
IRS object ID
202330599349300228
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-02-28T10:06:52-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN866051042EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARIZONA STATE UNIVERSITY FOUNDATION FORBusinessNameLine1Txt
Business Name Line2A NEW AMERICAN UNIVERSITYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlARIZBusinessNameControlTxt
Phone4809651791PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2260AddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP852802260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRGINIA E DESANTOPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4809651791PhoneNum
Signature2023-02-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVIRGINIAPersonFirstNm
Person LastDESANTOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL ROMANOPreparerPersonNm
PTINP00504182PTIN
Phone2125990100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ASU FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerGRETCHEN BUHLIGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2260AddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP852802260ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,076,466,121GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ASUFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1955FormationYr
Legal Domicile StateAZLegalDomicileStateCd
Activity Or MissionTHE ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY IS A PRIVATE, NONPROFIT ORGANIZATION THAT RAISES AND MANAGES PRIVATE CONTRIBUTIONS TO SUPPORT THE WORK OF ARIZONA STATE UNIVERSITY.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee205TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$630,063TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$153,097,956PYContributionsGrantsAmt
CY Contributions Grants$219,622,717CYContributionsGrantsAmt
PY Program Service Revenue$1,436,383PYProgramServiceRevenueAmt
CY Program Service Revenue$759,123CYProgramServiceRevenueAmt
PY Investment Income$76,067,636PYInvestmentIncomeAmt
CY Investment Income$71,627,665CYInvestmentIncomeAmt
PY Other Revenue$2,776,167PYOtherRevenueAmt
CY Other Revenue$3,464,691CYOtherRevenueAmt
PY Total Revenue$233,378,142PYTotalRevenueAmt
CY Total Revenue$295,474,196CYTotalRevenueAmt
PY Grants And Similar Paid$115,027,595PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$140,765,492CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,797,226PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$12,047,872CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,293,997PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$712,980CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$15,471,400CYTotalFundraisingExpenseAmt
PY Other Expenses$15,409,403PYOtherExpensesAmt
CY Other Expenses$18,562,688CYOtherExpensesAmt
PY Total Expenses$141,528,221PYTotalExpensesAmt
CY Total Expenses$172,089,032CYTotalExpensesAmt
PY Revenues Less Expenses$91,849,921PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$123,385,164CYRevenuesLessExpensesAmt
Total Assets BOY$1,623,439,615TotalAssetsBOYAmt
Total Assets EOY$1,713,596,162TotalAssetsEOYAmt
Total Liabilities BOY$440,448,876TotalLiabilitiesBOYAmt
Total Liabilities EOY$459,764,662TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,182,990,739NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,253,831,500NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY IS A PRIVATE, NONPROFIT ORGANIZATION THAT RAISES AND MANAGES PRIVATE CONTRIBUTIONS TO SUPPORT THE WORK OF ARIZONA STATE UNIVERSITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$49,595,180ExpenseAmt
Grant$46,452,612GrantAmt
Revenue$125,779RevenueAmt
DescRESEARCH SUPPORT - THE ASU FOUNDATION PROVIDED MORE THAN $49 MILLION IN RESEARCH FUNDING FOR ASU. IN ADDITION TO THE $125 THOUSAND OF PROGRAM REVENUE, THE ASU FOUNDATION RECEIVED MORE THAN $46 MILLION OF CONTRIBUTIONS TO SUPPORT ASU RESEARCH IN INFORMATION PRIVACY AND SECURITY; SUPPLY CHAIN MANAGEMENT; ENVIRONMENT AND SUSTAINABILITY; EARLY CHILDHOOD EDUCATION AND OTHER AREAS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$27,051,916ExpenseAmt
Grant$25,337,789GrantAmt
Revenue$1,509,348RevenueAmt
DescSPECIFIC UNIVERSITY PROGRAMS - THE ASU FOUNDATION PROVIDED MORE THAN $27 MILLION IN SUPPORT OF SUSTAINABILITY AND EDUCATION ACTIVITIES, ENTREPRENEURIAL ACTIVITIES, AND PROGRAMMING ACTIVITIES. IN ADDITION TO THE PROGRAM REVENUE OF MORE THAN $1 MILLION, ASU FOUNDATION RECEIVED OVER $25 MILLION IN CONTRIBUTIONS TO SUPPORT THESE ACTIVITIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$33,063,453ExpenseAmt
Grant$30,968,408GrantAmt
Revenue$1,928,612RevenueAmt
DescSTUDENT AND FACULTY SUPPORT - THE ASU FOUNDATION PROVIDED OVER $33 MILLION FOR ASU PROGRAMS THAT ASSIST UNDERGRADUATE AND GRADUATE STUDENTS. IN ADDITION TO MORE THAN $1 MILLION OF PROGRAM REVENUE, ASU FOUNDATION RECEIVED OVER $30 MILLION OF CONTRIBUTIONS TO SUPPORT FACULTY RECOGNITION AND PROFESSORSHIPS AND FOR STUDENT SUPPORT.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$40,577,876ExpenseAmt
Grant$38,006,683GrantAmt
Revenue$628,895RevenueAmt
DescTHE ASU FOUNDATION PROVIDED OVER $40 MILLION TO SUPPORT THE EDUCATION, RESEARCH, PUBLIC SERVICE AND OTHER ACTIVITIES OF ARIZONA STATE UNIVERSITY. IN ADDITION TO THE MORE THAN $600 THOUSAND OF PROGRAM REVENUE, ASU FOUNDATION PROVIDED OVER $38 MILLION OF CONTRIBUTIONS IN SUPPORT OF THESE ACTIVITIES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$40,577,876TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$38,006,683TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$628,895TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$150,288,425TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document93IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee205EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWYStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonVIRGINIA E DESANTOPersonNm
Phone4809651791PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 E UNIVERSITY DRIVEAddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85281ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
GRETCHEN BUHLIG
CHIEF EXECUTIVE OFFICER (ASUF)49.001.00Yes (X)$536,545$0$62,027
VIRGINIA DESANTO
VICE PRESIDENT, CFO & TREASURER10.0040.00Yes (X)$0$280,300$34,890Yes (X)
KIMBERLY HOPELY
SENIOR VP/CHIEF DEVELOPMENT OFFICER40.000.00$261,894$0$38,092Yes (X)
HOPE SHARETT
SECRETARY/GENERAL COUNSEL1.0049.00Yes (X)$0$260,814$37,776
JACQUELINE SMITH
VICE PRESIDENT40.000.00$224,348$0$40,814Yes (X)
PATRICK MCDERMOTT
CHIEF ENGAGEMENT OFFICER THUNDERBIRD40.000.00$222,083$0$34,242Yes (X)
SYBIL FRANCIS
EXECUTIVE DIRECTOR40.000.00$234,429$0$20,672Yes (X)
SUZANNE RINKER
VP ENTERPRISE DEVELOPMENT40.000.00$211,499$0$38,019Yes (X)
LAUREN BAILEY
DIRECTOR2.000.00$0$0$0Yes (X)
STEVE BETTS
CHAIR (UR)1.001.00$0$0$0Yes (X)
JOSE CARDENAS
DIRECTOR (THRU 05/2022)1.001.00$0$0$0Yes (X)
MALISSIA CLINTON
DIRECTOR2.000.00$0$0$0Yes (X)
MICHAEL CROW
ASU PRESIDENT1.001.00$0$0$0Yes (X)
DANIEL DILLON
DIRECTOR (ASUF)/CEO (ASUEP)1.0049.00$0$761,014$69,086Yes (X)
STEVE EVANS
DIRECTOR1.000.00$0$0$0Yes (X)
NITA FRANCIS
VICE-CHAIR1.001.00$0$0$0Yes (X)
DOUG FULTON
DIRECTOR2.000.00$0$0$0Yes (X)
IRA FULTON
DIRECTOR2.000.00$0$0$0Yes (X)
JOHN GRAHAM
CHAIR1.001.00$0$0$0Yes (X)
JAY HEILER
DIRECTOR2.000.00$0$0$0Yes (X)
MARY HENTGES
DIRECTOR2.000.00$0$0$0Yes (X)
CHRIS HOWARD
DIRECTOR1.001.00$0$0$0Yes (X)
LISA LOO
DIRECTOR1.001.00$0$0$0Yes (X)
ANNE MARIUCCI
DIRECTOR1.001.00$0$0$0Yes (X)
JIM O'BRIEN
DIRECTOR (THRU 05/2022)1.002.00$0$0$0Yes (X)
MORGAN OLSEN
DIRECTOR1.002.00$0$0$0Yes (X)
HARRY PAPP
DIRECTOR2.000.00$0$0$0Yes (X)
WILLIAM POST
DIRECTOR & EP CHAIR1.001.00$0$0$0Yes (X)
DENISE RESNIK
DIRECTOR2.000.00$0$0$0Yes (X)
TONY SARSAM
DIRECTOR2.000.00$0$0$0Yes (X)
GARY TRUJILLO
DIRECTOR2.000.00$0$0$0Yes (X)
LISA URIAS
DIRECTOR2.000.00$0$0$0Yes (X)
KEITH WIRTZ
DIRECTOR2.000.00$0$0$0Yes (X)
ROGER WITTLIN
SENIOR INVESTMENT ADVISOR1.001.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,690,798TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,302,128TotReportableCompRltdOrgAmt
Total Other Compensation$375,618TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K35IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmCountryContractorAddress/ForeignAddress/CountryCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCd
BLACKROCK INC
55 EAST 52ND STREETNEW YORKNY10055OUTSOURCED CIO$1,831,227
QUESTEX LLC
3 SPEEN STREET SUITE 300FRAMINGHAMMA01701EVENT PLANNING$739,375
LAUREL STRATEGIES INC
4A OXFORD STREETCHEVY CHASEMD20815CONSULTING$600,750
SCOTT PRENN LLP
CONSULTING$249,59328 OLD BROMPTON ROADLONDONUKSW7 3SS
THE EUDY COMPANY LTD
4200 MASSACHUSETTS AVE NWWASHINGTONDC20016FUNDRAISING$243,820
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K19CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Related Organizations$13,587,362RelatedOrganizationsAmt
All Other Contributions$206,035,355AllOtherContributionsAmt
Noncash Contributions$2,616,124NoncashContributionsAmt
Total Contributions$219,622,717TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM SUPPORT611710$719,564$719,564
PROGRAM REV & MBRSHP541900$39,559$39,559
FieldValueIRS element (for citing)
Total Program Service Revenue$759,123TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,139,701TotalRevenueColumnAmt
Unrelated Business Revenue$630,063UnrelatedBusinessRevenueAmt
Exclusion$24,509,638ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,180TotalRevenueColumnAmt
Exclusion$31,180ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$827,479,889SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$780,991,925SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$46,487,964SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,487,964TotalRevenueColumnAmt
Exclusion$46,487,964ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ASSET MANAGEMENT FEES900099$3,411,858$3,411,858
MISCELLANEOUS900099$21,653$21,653
FieldValueIRS element (for citing)
Other Revenue Total$3,433,511OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$295,474,196TotalRevenueColumnAmt
Related Or Exempt Func Income$4,192,634RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$630,063UnrelatedBusinessRevenueAmt
Exclusion$71,028,782ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$140,703,492TotalAmt
Program Services$140,703,492ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$62,000TotalAmt
Program Services$62,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$399,815TotalAmt
Program Services$79,963ProgramServicesAmt
Management And General$79,963ManagementAndGeneralAmt
Fundraising$239,889FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$237,371TotalAmt
Fundraising$237,371FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$8,782,290TotalAmt
Program Services$348ProgramServicesAmt
Fundraising$8,781,942FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$598,883TotalAmt
Fundraising$598,883FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,368,975TotalAmt
Program Services$4,914ProgramServicesAmt
Management And General$110,215ManagementAndGeneralAmt
Fundraising$1,253,846FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$660,538TotalAmt
Fundraising$660,538FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,814TotalAmt
Program Services$2,336ProgramServicesAmt
Fundraising$3,478FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$100,076TotalAmt
Management And General$41,005ManagementAndGeneralAmt
Fundraising$59,071FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$712,980TotalAmt
Fundraising$712,980FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,484,908TotalAmt
Program Services$4,484,908ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,898,223TotalAmt
Program Services$1,481,038ProgramServicesAmt
Management And General$226,825ManagementAndGeneralAmt
Fundraising$1,190,360FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$122,066TotalAmt
Program Services$61,034ProgramServicesAmt
Fundraising$61,032FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$880,234TotalAmt
Program Services$400,357ProgramServicesAmt
Management And General$7,487ManagementAndGeneralAmt
Fundraising$472,390FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$33,857TotalAmt
Program Services$31,098ProgramServicesAmt
Fundraising$2,759FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,190TotalAmt
Program Services$5,270ProgramServicesAmt
Fundraising$5,920FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$874,493TotalAmt
Program Services$503,731ProgramServicesAmt
Management And General$6,821ManagementAndGeneralAmt
Fundraising$363,941FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$62,842TotalAmt
Program Services$11,969ProgramServicesAmt
Management And General$5,778ManagementAndGeneralAmt
Fundraising$45,095FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$5,783,524TotalAmt
Management And General$5,783,524ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,658TotalAmt
Program Services$12,896ProgramServicesAmt
Management And General$26ManagementAndGeneralAmt
Fundraising$736FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEALS AND CULTIVATION$3,018,095$2,295,488$22,223$700,384
FEES AND SUBSCRIPTIONS$224,456$98,601$45,340$80,515
MISCELLANEOUS$49,252$48,982$0$270

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$172,089,032TotalAmt
Program Services$150,288,425ProgramServicesAmt
Management And General$6,329,207ManagementAndGeneralAmt
Fundraising$15,471,400FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,814,167BOYAmt
EOY$8,334,447EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$144,040,885BOYAmt
EOY$155,822,330EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,598,269BOYAmt
EOY$8,780,976EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$31,391BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$891,133LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$226,463LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$679,008BOYAmt
EOY$664,670EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$755,252,949BOYAmt
EOY$654,916,306EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$696,800,271BOYAmt
EOY$864,956,119EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,222,675BOYAmt
EOY$20,121,314EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,623,439,615BOYAmt
EOY$1,713,596,162EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,931,880BOYAmt
EOY$25,293,764EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$432,561,823BOYAmt
EOY$430,574,467EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,955,173BOYAmt
EOY$3,896,431EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$440,448,876BOYAmt
EOY$459,764,662EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,307,750BOYAmt
EOY$4,472,089EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,180,682,989BOYAmt
EOY$1,249,359,411EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,182,990,739BOYAmt
EOY$1,253,831,500EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,623,439,615BOYAmt
EOY$1,713,596,162EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$123,385,164ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$78,028,720NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$25,484,317OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171,999,959CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$183,737,843CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$173,596,169CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$153,097,956CurrentTaxYearMinus1YearAmt
Current Tax Year$219,622,717CurrentTaxYearAmt
Total$902,054,644TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$171,999,959CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$183,737,843CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$173,596,169CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$153,097,956CurrentTaxYearMinus1YearAmt
Current Tax Year$219,622,717CurrentTaxYearAmt
Total$902,054,644TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$24,643,323SubstantialContributorsTotAmt
Public Support Total170$877,411,321PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,330,873CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,903,084CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,944,330CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,217,519CurrentTaxYearMinus1YearAmt
Current Tax Year$24,540,818CurrentTaxYearAmt
Total$79,936,624TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$630,063CurrentTaxYearAmt
Total$630,063TotalAmt
FieldValueIRS element (for citing)
Total Support$982,621,331TotalSupportAmt
Gross Receipts Rltd Activities$18,079,599GrossReceiptsRltdActivitiesAmt
Public Support CY1700.89290PublicSupportCY170Pct
Public Support PY1700.88150PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$149,970,765FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$149,970,765FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
Affiliated Group Total$0AffiliatedGroupTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-A:FormAndLineReferenceDesc
ExplanationINFORMATION REGARDING LOBBYING ACTIVITIES AS A PART OF ITS MISSION, ASUF'S PARENT ORGANIZATION, ASU ENTERPRISE PARTNERS, CONTRIBUTES TO PUBLIC COMMUNICATION AND ADVOCACY ACTIVITIES THAT SUPPORT HIGHER EDUCATION IN ARIZONA AND THE NEED FOR ADEQUATE FUNDING TO PROVIDE EXCELLENT EDUCATIONAL OPPORTUNITIES FOR ARIZONA RESIDENTS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee EtcYes (1)AgentTrusteeEtcInd
Beginning Balance$1,711,404BeginningBalanceAmt
Additions During Year$40,614AdditionsDuringYearAmt
Distributions During Year-$64,446DistributionsDuringYearAmt
Ending Balance$1,687,572EndingBalanceAmt
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$846,077,421BeginningYearBalanceAmt
Contributions$77,196,604ContributionsAmt
Investment Earnings Or Losses$21,347,016InvestmentEarningsOrLossesAmt
Other Expenditures$45,110,349OtherExpendituresAmt
Administrative Expenses$14,513,504AdministrativeExpensesAmt
End Year Balance$884,997,188EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$670,900,763BeginningYearBalanceAmt
Contributions$42,560,940ContributionsAmt
Investment Earnings Or Losses$172,311,073InvestmentEarningsOrLossesAmt
Other Expenditures$27,373,304OtherExpendituresAmt
Administrative Expenses$12,322,051AdministrativeExpensesAmt
End Year Balance$846,077,421EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$640,042,430BeginningYearBalanceAmt
Contributions$31,582,931ContributionsAmt
Investment Earnings Or Losses$34,863,598InvestmentEarningsOrLossesAmt
Other Expenditures$23,827,409OtherExpendituresAmt
Administrative Expenses$11,760,787AdministrativeExpensesAmt
End Year Balance$670,900,763EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$553,203,978BeginningYearBalanceAmt
Contributions$62,208,311ContributionsAmt
Investment Earnings Or Losses$61,651,872InvestmentEarningsOrLossesAmt
Other Expenditures$26,990,053OtherExpendituresAmt
Administrative Expenses$10,031,678AdministrativeExpensesAmt
End Year Balance$640,042,430EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$507,898,539BeginningYearBalanceAmt
Contributions$41,800,739ContributionsAmt
Investment Earnings Or Losses$37,472,868InvestmentEarningsOrLossesAmt
Other Expenditures$25,537,334OtherExpendituresAmt
Administrative Expenses$9,708,834AdministrativeExpensesAmt
End Year Balance$551,925,978EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.87500PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.12500TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$663,182InvestmentCostOrOtherBasisAmt
Book Value$663,182BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$227,951OtherCostOrOtherBasisAmt
Depreciation$226,463DepreciationAmt
Book Value$1,488BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$664,670TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$8,041BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
GLOBAL EQUITIES$115,849,780F
GLOBAL FIXED INCOME$114,865,025F
DIVERSIFYING STRATEGIES$207,572,922F
REAL ASSETS$125,591,217F
PRIVATE CAPITAL$301,046,016F
OTHER CASH INVESTMENTS$23,118F
FieldValueIRS element (for citing)
Total Book Value Securities$864,956,119TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTSDesc
Amt$3,896,431Amt
FieldValueIRS element (for citing)
Total Liability$3,896,431TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$249,796,978TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$78,028,719NetUnrealizedGainsInvstAmt
Other Revenue$26,215,771OtherRevenueAmt
Revenue Not Reported-$51,812,948RevenueNotReportedAmt
Revenue Subtotal$301,609,926RevenueSubtotalAmt
Investment Expenses Not Incld$4,484,908InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$10,620,638OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$6,135,730RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$295,474,196TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$178,978,956TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$11,375,999OtherExpensesIncludedAmt
Expenses Not Reported$11,375,999ExpensesNotReportedAmt
Expenses Subtotal$167,602,957ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,484,908InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,167OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$4,486,075ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$172,089,032TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 1B:ESCROW AND CUSTODIAL ARRANGEMENTS THE FOUNDATION IS THE SOLE TRUSTEE OF TAYLOR TRUST FBO ASU FOUNDATION (TAYLOR TRUST). TAYLOR TRUST'S MISSION IS TO ESTABLISH AND MAINTAIN THE FRED E. TAYLOR CHAIRED PROFESSORSHIP IN REAL ESTATE AT THE ARIZONA STATE UNIVERSITY W.P. CAREY SCHOOL OF BUSINESS.
PART IV, LINE 2B:ESCROW OR CUSTODIAL ACCOUNT LIABILITY ASUF HOLDS ASSETS AS THE TRUSTEE OF A GRANTOR TRUST FOR ASU AND HOLDS ASSETS UNDER AN INVESTMENT AGREEMENT WITH THE ASU ALUMNI ASSOCIATION.
PART V, LINE 4:INTENDED USE OF ENDOWMENT ALL ENDOWMENT EXPENDITURES SUPPORT THE EDUCATION, RESEARCH, PUBLIC SERVICE, AND OTHER ACTIVITIES OF ARIZONA STATE UNIVERSITY.
PART X, LINE 2:LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND IS FURTHER CLASSIFIED AS A PUBLIC CHARITY AS DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(IV) OF THE INTERNAL REVENUE CODE. TAYLOR TRUST FBO ASU FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE AND IS FURTHER CLASSIFIED AS A PUBLIC CHARITY AS A SUPPORTING ORGANIZATION CONTROLLED BY THE FOUNDATION. ASU GLOBAL FOUNDATION UK LIMITED IS A FOREIGN NONPROFIT ORGANIZATION, THEREFORE IT REPORTS INCOME AND EXPENSES SEPARATELY FROM ASUF FOR TAX PURPOSES. EACH ORGANIZATION IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. EACH ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE TAX YEARS ENDING JUNE 30, 2022, 2021, 2020, AND 2019 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF JUNE 30, 2022 AND 2021.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN ASSETS DUE TO OTHERS 27,988,998. CHANGE IN VALUE IN SPLIT INTEREST AGREEMENTS -1,773,227.
PART XI, LINE 4B - OTHER ADJUSTMENTS:SERVICE AGREEMENT -11,381,646. FOREIGN TAXES 1,167. TAYLOR TRUST REVENUE 23,831. ENTERPRISE PARTNERS INVESTMENT EXPENSE 791,454. ASUF UK REVENUE -55,444.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SERVICE AGREEMENT 11,381,646. ASUF UK EXPENSES 54,353. ELIMINATIONS BETWEEN OUTSIDE ENTITIES -60,000.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FOREIGN TAXES 1,167.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN00GRANTMAKING$2,000
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$242,590,000
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES$5,000UNIVERSITY ACTIVITIES
EAST ASIA AND THE PACIFIC00INVESTMENTS$7,658,000
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTMAKING$60,000
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$22,472,000
EUROPE (INCLUDING ICELAND & GREENLAND)10FUNDRAISING$278,000
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICES$4,000UNIVERSITY ACTIVITIES
NORTH AMERICA00PROGRAM SERVICES$8,000UNIVERSITY ACTIVITIES
NORTH AMERICA00INVESTMENTS$1,159,000
SOUTH AMERICA00FUNDRAISING$9,000
SUB-SAHARAN AFRICA00PROGRAM SERVICES$1,000UNIVERSITY ACTIVITIES
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$273,069,000SubtotalSpentAmt
Continuation Spent$1,177,000ContinuationSpentAmt
Total Spent$274,246,000TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEUROPE (INCLUDING ICELAND & GREENLAND)RegionTxt
Purpose Of GrantPROGRAM SUPPORTPurposeOfGrantTxt
Cash Grant$60,000CashGrantAmt
Manner Of Cash DisbursementWIREMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART III ACCOUNTING METHOD:FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
THE EUDY COMPANY LTD
4200 MASSACHUSETTS AVENUE NWWASHINGTON DCDC20016FUNDRAISER0$4,920,810$240,985$4,679,825
LAUREL STRATEGIES INC
4A OXFORD STREETCHEVY CHASEMD20815CONSULTING0$0$600,750$0
SCOTT PRENN LLP
CONSULTING0$0$292,382$028 OLD BROMPTON ROADLONDONUKSW7 3SS
DAUN LLC
207 WEST 21ST STREETNEW YORKNY10011FUNDRAISER0$0$240,000$0
ELIASSON GROUP
55 WALKERS BROOK DRIVEREADINGMA01867CONSULTING0$0$172,250$0
INTERNATIONAL WOMENS MEDIA FOUNDATION
1625 K STREET NWWASHINGTON DCDC20006CONSULTING0$0$156,751$0
AMBER JOHNSON
2710 CORIANDER PLACEEDGEWATERMD21037CONSULTING0$0$101,982$0
WINDSOR WHITE ASSOCIATES
661 WINDSOR DRIVEMENLO PARKCA94025CONSULTING0$0$90,000$0
SIDE PORCH CONSULTING GROUP LLC
1112 MONTANA AVENUE 346SANTA MONICACA90403CONSULTING0$0$60,000$0
FERVOR CREATIVE INC
7038 EAST OSBORN ROADSCOTTSDALEAZ85251CONSULTING0$0$26,610$0
FieldValueIRS element (for citing)
Total Gross Receipts$4,920,810TotalGrossReceiptsAmt
Total Retained By Contractors$1,981,710TotalRetainedByContractorsAmt
Total Net To Organization$4,679,825TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, COLUMN (IV):FormAndLineReferenceDesc
ExplanationGROSS RECEIPTS FROM ACTIVITY AMOUNTS PAID TO FUNDRAISERS WITH NO GROSS RECEIPTS WERE FOR FUNDRAISING MATERIALS AND COUNSEL ONLY.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ARIZONA STATE UNIVERSITY
PO BOX 875505TEMPEAZ85287860196696115$136,758,584$0PROGRAM SUPPORT
ASU ENTERPRISE PARTNERS
PO BOX 2260TEMPEAZ85280475599177501(C)(3)$931,250$0PROGRAM SUPPORT
ASU ALUMNI ASSOCIATION
PO BOX 873702TEMPEAZ85287866053009501(C)(3)$792,950$0PROGRAM SUPPORT
HAWAII MARINE EDUCATION AND RESEARCH CENTER
PO BOX 1372VOLCANOHI96785821614744501(C)(3)$525,000$0PROGRAM SUPPORT
ARIZONA AGRICULTURAL EDUCATION FFA FOUNDATION
PO BOX 5310GLENDALEAZ85312860531662501(C)(3)$429,573$0PROGRAM SUPPORT
THUNDERBIRD SCHOOL OF GLOBAL MANAGEMENT
400 E VAN BUREN SUITE 900PHOENIXAZ85004860105586501(C)(3)$343,024$0PROGRAM SUPPORT
UNIVERSITY REALTY LLC
PO BOX 2260TEMPEAZ85280475599177501(C)(3)$285,804$0PROGRAM SUPPORT
EDUCATION FORWARD ARIZONA
4747 N 32 ST SUITE 150PHOENIXAZ85018202366755501(C)(3)$94,458$0PROGRAM SUPPORT
RESEARCH COLLABORATORY AT ASU
PO BOX 2260TEMPEAZ85280463815674501(C)(3)$86,500$0PROGRAM SUPPORT
ASU PREPARATORY ACADEMY
PO BOX 877304TEMPEAZ85287260664313501(C)(3)$85,151$0PROGRAM SUPPORT
UNIVERSITY OF ARIZONA
888 N EUCLID AVE ROOM 402TUCSONAZ85721742652689115$73,500$0PROGRAM SUPPORT
JUNIOR ACHIEVEMENT OF ARIZONA INC
636 W SOUTHERN AVETEMPEAZ85282860184349501(C)(3)$60,000$0COMMUNITY OUTREACH
AXIA INTERNATIONAL
13121 LOUETTA ROAD 1075CYPRESSTX77429842060615501(C)(3)$35,000$0COMMUNITY OUTREACH
MAYO CLINIC ALIX SCHOOL OF MEDICINE
200 FIRST STREET SWROCHESTERMN55905416011702501(C)(3)$26,450$0PROGRAM SUPPORT
THE TIA FOUNDATION
PO BOX 36203PHOENIXAZ85067204159280501(C)(3)$20,000$0COMMUNITY OUTREACH
HIGHLAND BAND BOOSTERS
PO BOX 2414GILBERTAZ85299510548043501(C)(3)$15,400$0COMMUNITY OUTREACH
GOLDWATER INSTITUTE
500 E CORONADO ROADPHOENIXAZ85004860597661501(C)(3)$10,000$0COMMUNITY OUTREACH
NORTHERN ARIZONA UNIVERSITY
PO BOX 4080FLAGSTAFFAZ86011742579628115$8,500$0PROGRAM SUPPORT
NATIONAL FOOTBALL FOUNDATION
433 LAS COLINAS BLVD E SUITE 1130IRVINGTX75039221508812501(C)(3)$8,240$0COMMUNITY OUTREACH
SUN DEVIL MOCK TRIAL
3026 E NORWOOD STREETMESAAZ85213721618795501(C)(3)$8,000$0PROGRAM SUPPORT
GREATER PHOENIX CHAMBER OF COMMERCE
201 N CENTRAL AVE SUITE 2700PHOENIXAZ85004860046963501(C)(6)$6,500$0PROGRAM SUPPORT
THE BROADWAY LEAGUE FOUNDATION
729 7TH AVE 5TH FLOORNEW YORKNY10019133740065501(C)(3)$5,500$0COMMUNITY OUTREACH
ARIZONA FOOD MARKETING ALLIANCE
120 E PIERCE STREETPHOENIXAZ85004860069988501(C)(6)$5,500$0COMMUNITY OUTREACH
AMERICAN INDIAN LAW CENTER
PO BOX 4456ALBUQUERQUENM87196850250024501(C)(3)$5,400$0COMMUNITY OUTREACH
FREEDOM NETWORK USA
712 H STREET NE SUITE 1667WASHINGTON DCDC20002810758952501(C)(3)$5,150$0COMMUNITY OUTREACH
FieldValueIRS element (for citing)
Total501c3 Org23Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS GRANTS PAID CONSIST OF FUNDS PROVIDED TO ARIZONA STATE UNIVERSITY, ITS AFFILIATES, AND OTHER FOR-PROFITS AND NON-PROFITS FOR ASU RELATED INITIATIVES, WHICH ARE ACCOUNTED FOR AND MONITORED THROUGH THE USE OF ACCOUNTS AND ACCOUNT PURPOSE AT THE TIME OF EACH DISBURSEMENT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GRETCHEN BUHLIG
CHIEF EXECUTIVE OFFICER (ASUF)$435,274$0$85,000$0$16,271$0$39,800$0$22,227$0$598,572$0$0$0
VIRGINIA DESANTO
VICE PRESIDENT, CFO & TREASURER$0$255,279$0$25,000$0$21$0$19,140$0$15,750$0$315,190$0$0
KIMBERLY HOPELY
SENIOR VP/CHIEF DEVELOPMENT OFFICER$234,300$0$27,500$0$94$0$15,908$0$22,184$0$299,986$0$0$0
HOPE SHARETT
SECRETARY/GENERAL COUNSEL$0$226,814$0$34,000$0$0$0$15,314$0$22,462$0$298,590$0$0
JACQUELINE SMITH
VICE PRESIDENT$202,697$0$21,629$0$22$0$15,009$0$25,805$0$265,162$0$0$0
PATRICK MCDERMOTT
CHIEF ENGAGEMENT OFFICER THUNDERBIRD$211,985$0$10,000$0$98$0$15,793$0$18,449$0$256,325$0$0$0
SYBIL FRANCIS
EXECUTIVE DIRECTOR$234,429$0$0$0$0$0$16,306$0$4,366$0$255,101$0$0$0
SUZANNE RINKER
VP ENTERPRISE DEVELOPMENT$203,476$0$8,000$0$23$0$11,783$0$26,236$0$249,518$0$0$0
DANIEL DILLON
DIRECTOR (ASUF)/CEO (ASUEP)$0$543,164$0$208,333$0$9,517$0$39,800$0$29,286$0$830,100$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationNON-FIXED PAYMENTS BONUSES ARE GIVEN ON A DISCRETIONARY BASIS BASED ON PERFORMANCE REVIEWS AT THE END OF THE YEAR.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonSYBIL FRANCISPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionFAM. MEMBER OF DIR.RelationshipDescriptionTxt
Transaction$237,371TransactionAmt
TransactionCOMP.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF PERSON: SYBIL FRANCIS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF DIRECTOR(C) AMOUNT OF TRANSACTION $ 237,371.(D) DESCRIPTION OF TRANSACTION: COMPENSATION FOR EMPLOYMENT(E) SHARING OF ORGANIZATION REVENUES? = NO
SCHEDULE L, PART IV, COLUMN (C):THE AMOUNT OF COMPENSATION REPORTED FOR SYBIL INCLUDES SALARY, BENEFITS, AND OTHER DEFERRED COMPENSATION.

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$21,912NoncashContributionsRptF990Amt
Method Of Determining RevenuesEXPERT OPINIONMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$30,455NoncashContributionsRptF990Amt
Method Of Determining RevenuesEXPERT OPINIONMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution62ContributionCnt
Noncash Contributions Rpt F990$2,254,908NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)CRYPTOCURRENCY1$300,974FMV
Yes (X)GIFT CRD/VCHRS13$7,875FMV
FieldValueIRS element (for citing)
Form8283 Received5Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B).
PART I, LINE 32B:THE FOUNDATION USES A VARIETY OF BROKERAGE AND SERVICE COMPANIES TO CONVERT NON-CASH GIFTS TO CASH BASED ON THE TYPE OF NON-CASH GIFT RECEIVED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2DOUG FULTON AND IRA FULTON HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6MEMBERS OR STOCKHOLDERS ASU ENTERPRISE PARTNERS SERVES AS THE SOLE MEMBER OF THE ORGANIZATION, AND PROVIDES THEM WITH VARIOUS SUPPORTING SERVICES, SUCH AS LEGAL, HUMAN RESOURCES, FINANCIAL, AND MARKETING AND TECHNICAL SERVICES. IN ADDITION, ASU ENTERPRISE PARTNERS MANAGES THE RESERVES AND PROVIDES GUIDANCE AND OVERSIGHT OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS WITH POWERS TO ELECT OR APPOINT ASU ENTERPRISE PARTNERS AS THE SOLE MEMBER HAS THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY OF THE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7BDECISIONS SUBJECT TO APPROVAL PER THE BYLAWS OF ASUF, THE FOLLOWING ACTIONS SHALL NOT BE TAKEN BY THE CORPORATION WITHOUT THE APPROVAL OF THE MEMBER: ELECTION AND REMOVAL OF DIRECTORS, AMENDMENT OF THE ARTICLES OF INCORPORATION OF THE CORPORATION, AMENDMENT OF THE BYLAWS OF THE CORPORATION, MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION, THE CREATION OF ANY SUBSIDIARIES OR AFFILIATES OF THE CORPORATION, ADOPTION OF THE STRATEGIC AND ANNUAL BUSINESS PLANS AND ADOPTION OF THE ANNUAL BUDGET PREPARED BY THE CORPORATION AND ANY ACTIONS TAKEN BY THE CORPORATION, THE SELECTION AND RETENTION OF THE CEO OF THE CORPORATION, THE MAKING OF ANY CAPITAL EXPENDITURES, THE SELECTION OF THE MANNER AND LOCATION OF INVESTMENT OF ANY FINANCIAL ASSETS, THE CREATION OR EXTENSION OF ANY LOANS BY OR ANY BORROWING BY THE CORPORATION OR THE SALE OF ANY CAPITAL ASSETS BY THE CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 REVIEW PROCESS ASUF'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE DRAFT IS SUBMITTED TO ASUF'S MANAGEMENT FOR REVIEW AND ACCURACY OF REPORTING. THE BOARD OF DIRECTORS HAS DELEGATED REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE OF ASU ENTERPRISE PARTNERS ("EP"). MANAGEMENT AND A REPRESENTATIVE OF THE OUTSIDE ACCOUNTING FIRM REVIEW THE FORM 990 WITH THE AUDIT COMMITTEE. ONCE APPROVED AND ACCEPTED BY THE AUDIT COMMITTEE, A FULL COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS. IT IS THEN SIGNED BY THE TREASURER AND SUBMITTED ELECTRONICALLY TO THE IRS AND BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CPROCESS FOR MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST UPON HIRE AND ON AN ANNUAL BASIS, ALL EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OR POTENTIAL CONFLICTS RELATING TO THEIR INVOLVEMENT WITH ASUF. IN ADDITION, ANY TIME THE INDIVIDUALS REFERRED TO ABOVE BECOME AWARE OF A NEW CONFLICT, THEY ARE REQUIRED TO SUBMIT AN UPDATED CONFLICT OF INTEREST/COMMITMENT FORM TO EP'S GENERAL COUNSEL. ANY IDENTIFIED CONFLICTS WOULD BE REVIEWED BY THE BOARD CHAIR AND THE CEO TO DETERMINE ANY MITIGATION ACTIONS NEEDED.
FORM 990, PART VI, SECTION B, LINE 15PROCESS FOR DETERMINING COMPENSATION OF CEO/KEY EMPLOYEES FOR ASUF, THE BOARD OF DIRECTORS APPROVES THE COMPENSATION PACKAGE FOR THE CEO BASED ON CURRENT MARKET COMPARISONS PROVIDED BY THE FOUNDATION'S HUMAN RESOURCES DEPARTMENT (WHICH OBTAINS THIS INFORMATION FROM AN INDEPENDENT COMPENSATION CONSULTANT), RESPONSIBILITIES OF THE POSITION, GOALS OF THE FOUNDATION, AND NEGOTIATIONS WITH THE CEO. ALL OTHER COMPENSATION DECISIONS FOR KEY EMPLOYEES HAVE BEEN DELEGATED FROM THE BOARD OF DIRECTORS TO THE CEO, WHO FOLLOWS A SIMILAR PROCESS AFOREMENTIONED.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS MADE AVAILABLE TO THE PUBLIC THE FINANCIAL STATEMENTS, FORM 990, AND FORM 990-T FOR ASUF ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENT ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART VIII AND FORM 990, PART IX:ADDITIONAL INFORMATION REGARDING FUNDRAISING IN ITS EFFORT TO SUPPORT ASU, ASUF PERFORMS A BROAD SCOPE OF SERVICES THAT INCLUDE FUNDRAISING AND INVESTMENT MANAGEMENT SERVICES. ASUF'S FUNDRAISING EXPENSES SUPPORT ACTIVITIES THAT GENERATE CONTRIBUTIONS THAT GO DIRECTLY TO ENTITIES OTHER THAN ITSELF, SUCH AS ASU AND OTHER ASU AFFILIATES; THUS, NOT ALL FUNDRAISING RESULTS GENERATED THROUGH ASUF'S EFFORTS ARE REFLECTED IN THE CONTRIBUTION TOTALS ON ASUF'S FORM 990.
FORM 990, PART XI, LINE 9:CHANGE IN ASSETS DUE TO OTHER ENTITIES 27,988,998. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -1,773,227. ENTERPRISE PARTNERS INVESTMENT EXPENSE -791,454. ELIMINATIONS 60,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
TAYLOR TRUST FBO ASU FOUNDATION
PO BOX 2260TEMPEAZ85280866252445SUPPORTAZ501(C)(3)LINE 12A, IASUFYes (1)
ASU RESEARCH ENTERPRISE
PO BOX 2260TEMPEAZ85280900868685SUPPORTAZ501(C)(3)LINE 10EP0
RESEARCH COLLABORATORY AT ASU
PO BOX 2260TEMPEAZ85280463815674SUPPORTAZ501(C)(3)LINE 7EP0
ASU ENTERPRISE PARTNERS
PO BOX 2260TEMPEAZ85280475599177HOLDINGAZ501(C)(3)LINE 50N/A
ASU FOUNDATION MEXICO AC
EDUCATION501(C)(3)GLOBAL III0SIERRA MOJADA 626 EDIFICIO NOCIUDAD DE MEXICOCIUDAD DE MEXICOMX1101MX
RCASU GERMANY GGMBH
HOLDING CO.501(C)(3)RCASU GERMNY0VALENTINSKAMP 70HAMBURGHAMBURGGM20355GM
ECASU TRUST (MALAWI)
020244133EDUCATION501(C)(3)RCASU0PLOT NUMBER BWAILA 14/115LILONGWEMIMI
ECASU MOROCCO
EDUCATION501(C)(3)RCASU0332 BD BRAHIM ROUNDANI MAARIFCASABLANCAMOMO
ASU GLOBAL FOUNDATION UK LIMITED
SUPPORT501(C)(3)ASUFYes (1)MICHELIN HOUSE 81 FULHAM RDLONDONUKSW3 6RDUK
ASU ENTERPRISE PARTNERS OUTREACH HUB
PO BOX 2260TEMPEAZ85280882681235SUPPORTAZ501(C)(3)LINE 5EP0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
AZTE VENTURES CO
1475 N SCOTTSDALE RD STE 200SCOTTSDALEAZ85257270151042SOLAR ENERGYAZN/AC0
CHARITABLE REMAINDER TRUST (11)
CHARIT REM TRAZN/AT0
TEOTIHUACAN HOLDINGS LLC
PO BOX 2260TEMPEAZ85280811792379HOLDING CO.DEN/AC0
SS SPORTFISHING INC
1001 MACALLISTER AVETEMPEAZ85281HOLDING CO.HIN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ASU GLOBAL FOUNDATION UK LIMITED
B$60,000FMV
TAYLOR TRUST FBO ASU FOUNDATION
C$57,331FMV