2023-04-11T11:43:45-05:00 2022-08-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-09-01 746041411 University of Houston Foundation UNIV 7136626061 4543 Post Oak Place Ste 250 Houston TX 77027 Terrylin G Neale President 7136626061 2023-04-11 1 Terrylin Neale 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Terrylin G Neale 4543 Post Oak Place Ste 250 Houston TX 77027 57598655 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. 6 6 4 9 0 0 14267244 6414396 0 0 11843343 9648263 0 0 26110587 16062659 6952713 8293461 0 0 593279 620847 0 0 0 821840 917159 8367832 9831467 17742755 6231192 206848450 176095945 11548206 11901187 195300244 164194758 University of Houston Foundation provides program support to University of Houston System for various scholarship and educational programs. 0 0 8293461 8293461 University of Houston Foundation provides program support to University of Houston System for various scholarship and educational programs for colleges listed in Schedule I. 8293461 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 47 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 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 Paula Douglass Trustee 1.00 0.00 X 0 0 0 Ronald Page Trustee 1.00 0.00 X 0 0 0 Ricky Raven Trustee 1.00 0.00 X 0 0 0 Terrylin G Neale President 40.00 0.00 X 285679 0 31680 Joanne Kelley Accounting Manager 40.00 0.00 X 112154 0 23881 397833 0 55561 2 0 1 0 Wells Fargo Advisors 2700 Post Oak Blvd Ste 900 Houston TX 77056 Investment Mgmt 598250 1 1476079 4938317 6414396 12311596 12311596 38872663 41535996 -2663333 -2663333 -2663333 16062659 0 0 9648263 8293461 8293461 326045 326045 217813 217813 12539 12539 34289 34289 30161 30161 35550 35550 787150 787150 5704 5704 26622 26622 42294 42294 2549 2549 2557 2557 14733 14733 9831467 8293461 1538006 0 100 100 258438 284690 198999 1306111 48047 47274 75229 63280 96014 31881 59994 64133 199632235 174330357 6575408 206848450 176095945 32125 269532 9906356 10275289 1609725 1356366 11548206 11901187 X 4385477 3124460 190914767 161070298 195300244 164194758 206848450 176095945 X 6231192 -37183479 -153199 X 0 1 X 1 0 X 4754390 6663455 9565005 4267244 6414396 31664490 4754390 6663455 9565005 4267244 6414396 31664490 8122792 23541698 5387374 8757965 7801481 10147293 12311596 44405709 76070199 0.30950 0.33440 X Schedule A, Part VI, List of Unusual Grants: Description: Hilton College of Hotel and Restauraunt Mgmt Date: 12/05/20 Amount: 10000000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181287841 2139951 -28729414 3267061 151431317 135510992 10849369 38229624 3302144 181287841 135983634 889641 2120067 3482350 135510992 138766814 2133051 -1949822 2966409 135983634 128818853 1569247 11423688 3044974 138766814 0.01320 0.52090 0.46590 0 0 37702 31881 5821 58312 58312 64133 Annuities payable 1356366 1356366 -22061169 -37183479 -153199 -37336678 15275509 787150 787150 16062659 9044317 0 9044317 787150 787150 9831467 Part V, Line 4: The Foundation's endowment consists of approximately 306 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 -153,199. 1 University of Houston 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 2843463 0 Scholarships UH-Athletics 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 696117 0 Program Support UH-Business 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 77653 0 Program Support UH-College of Liberal Arts & Social Sciences 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 403471 0 Program Support UH-College of the Arts 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 578951 0 Program Support UH-Engineering 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 59662 0 Program Support UH-Honors 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 28962 0 Program Support UH-Houston Public Media 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 72064 0 Program Support UH-College of Global Hospitality Leadership 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 1133717 0 Program Support UH-College of Law 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 68713 0 Program Support UH-Library 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 7805 0 Program Support UH-College of Nat'l Sciences & Mathematics 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 337370 0 Program Support UH-College of Optometry 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 167894 0 Program Support UH-College of Pharmacy 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 37947 0 Program Support UH-College of Social Work 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 105845 0 Program Support UH-System 4800 Calhoun Houston TX 77004 746001399 501(c)(3) 1665998 0 Program Support 16 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 285679 0 0 0 0 0 20176 0 11504 0 317359 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 -153,199.