2021-02-24T09:25:11-06:00 2020-06-30 135381590 BDO USA LLP 505 SOUTH 3RD STREET SUITE 100 LARAMIE WY 82070 990 2019-07-01 830201971 UNIVERSITY OF WYOMING FOUNDATION UNIV 3077663938 222 SOUTH 22ND STREET LARAMIE WY 82070 TROY CASERTA VP FOR FINANCIAL SERVICES 3077663938 2021-02-04 1 DENNIS TSCHACHER CPA P00297942 3077551040 X 2019 2022-09-23 18:48:47Z TROY CASERTA 222 SOUTH 22ND STREET LARAMIE WY 82070 79646184 0 X HTTP://WWW.UWYO.EDU/FOUNDATION X 1962 WY TO RAISE, MANAGE, AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF WYOMING. 25 24 6 31 -1441602 -1441602 31534613 35438993 0 0 26160742 18897038 -273565 -490029 57421790 53846002 37068218 33123756 0 0 5927547 6367904 62553 66885 6121217 10187378 11185876 53245696 50744421 4176094 3101581 665326720 692604176 246852063 258371104 418474657 434233072 TO RAISE, MANAGE, AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF WYOMING. 0 0 17417179 17417179 FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING IN SUPPORT OF ITS VARIOUS ACADEMIC AND ADMINISTRATIVE DEPARTMENTS FOR RESEARCH, ENVIRONMENTAL AND NATURAL RESOURCES SYMPOSIA, DISCRETIONARY USE, ETC. 8571174 8571174 FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR ITS STUDENT SCHOLARSHIP PROGRAM. 561030 561030 FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR CONSTRUCTION PROJECTS. 6574373 6574373 6574373 6574373 33123756 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 53 0 1 6 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK CA MD MA MI MN NV NJ NY ND OR UT WA X X JEREMY PAGE 3077663938 222 SOUTH 22ND STREET LARAMIE WY 82070 GREG HILL CHAIR 1.00 X X 0 0 0 THOMAS BOTTS VICE CHAIR 1.00 X X 0 0 0 MARY SHAFER-MALICKI SECRETARY 1.00 X X 0 0 0 BEN BLALOCK PRESIDENT/CEO 40.00 X X 365728 220626 98222 MARY IVANOFF ASSOC SECRETARY/ACTING TRE 40.00 X X 50810 170347 27473 JOHN CLAY DIRECTOR 1.00 X 0 0 0 CHAD DEATON DIRECTOR 1.00 X 0 0 0 PATRICK HIGGINS DIRECTOR 1.00 X 0 0 0 LINDSAY HOOPER DIRECTOR 1.00 X 0 0 0 SCOTT MACDONALD DIRECTOR 1.00 X 0 0 0 FRANK MENDICINO SR DIRECTOR 1.00 X 0 0 0 ANN PICKARD DIRECTOR 1.00 X 0 0 0 RON SALVAGIO DIRECTOR 1.00 X 0 0 0 PETER SHERMAN DIRECTOR 1.00 X 0 0 0 DOUGLAS STARK DIRECTOR 1.00 X 0 0 0 ROY WHITNEY DIRECTOR 1.00 X 0 0 0 APRIL BRIMMER KUNZ DIRECTOR 1.00 X 0 0 0 ROY CLINE DIRECTOR 1.00 X 0 0 0 GREG DYEKMAN DIRECTOR 1.00 X 0 0 0 CLAYTON HARTMAN DIRECTOR 1.00 X 0 0 0 SCOTT NEU DIRECTOR 1.00 X 0 0 0 PATRICK RILE DIRECTOR 1.00 X 0 0 0 HARRY SAGER DIRECTOR 1.00 X 0 0 0 ALAN SIMPSON DIRECTOR 1.00 X 0 0 0 JOHN DUNN DIRECTOR 1.00 X 0 0 0 JOHN PIEPER DIRECTOR 1.00 X 0 0 0 JOHN STARK SENIOR VP FOR DEVELOPMENT 40.00 X 62566 173651 31737 TOBY MARLATT VP MARKETING 40.00 X 40622 138540 30153 JOHN SMALL SENIOR ASSOCIATE VP FOR DE 40.00 X 26198 146629 15105 PHILIP TREICK CHIEF INVESTMENT OFFICER 40.00 X 216670 0 15644 762594 849793 218334 2 0 1 0 MEKETA INVESTMENT GROUP INC 205 SE SPOKANE ST SUITE 300 PORTLAND OR 97202 INVESTMENT CONSULTING 430833 ELLUCIAN COMPANY LP 62578 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SOFTWARE CONSULTING 159748 MARKETING COMM RESOURCE 4800 E 245TH STREET WILOUGHBY OH 44094 MARKETING SERVICES 110494 3 2983945 32455048 4063327 35438993 6246148 6246148 182681 182681 38451072 25800182 12650890 12650890 12650890 OTHER REVENUE 561499 768892 768892 UBIT LOSS 523000 -1441602 -1441602 -672710 53846002 13602463 -1441602 6246148 33123756 33123756 4416018 778726 3637292 1951886 405768 1546118 49263 49263 66885 66885 7524510 7524510 523184 150188 372996 160933 41324 119609 89876 89876 231144 7362 223782 116277 116277 5984 5984 1538959 1538959 103325 103325 INVESTMENT COUNCIL FEES 470000 470000 CHANGE IN VACATION ACCR 146901 146901 CONTRACT SERVICES 104228 56260 47968 PROFESSIONAL DEVELOPMEN 76131 17195 58936 45161 -2470 47631 50744421 33123756 11499448 6121217 1547863 1084837 23757476 20741695 1154225 515370 36008081 9041780 28157798 26966301 374491361 377499245 236217997 265796728 665326720 692604176 4025450 4796493 5600000 242826613 247974611 246852063 258371104 X 54437138 59847097 364037519 374385975 418474657 434233072 665326720 692604176 X 3101581 13479001 -822167 X 0 1 X 1 0 X 55445930 36044192 45766855 31534613 35438993 204230583 55445930 36044192 45766855 31534613 35438993 204230583 204230583 67867 3105236 7556092 6742315 6428829 23900339 444480 914554 -1044022 -1096287 -1441602 -2222877 225908045 0.90400 0.92610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 314798178 13444651 9419945 5747828 6356490 325558456 298522182 14688528 13003221 3629624 7786129 314798178 273031059 21001431 14833223 3103191 7240340 298522182 246159745 12551241 24400048 10079975 273031059 258430521 6002153 -9054586 9218343 246159745 0.03000 0.97000 0 0 30070184 4664117 25406067 5937897 4377663 1560234 26966301 HEDGE FUNDS 94619545 F PRIVATE EQUITY 104915381 F REAL ASSETS 54736346 F OTHER INVESTMENTS HELD AT COST 11525456 F 265796728 DUE TO OTHERS 245996618 HIGH ALTITUDE LOAN INTEREST PAYABLE 2976 HIGH ALTITUDE LINE OF CREDIT 1975017 247974611 58978326 13479001 -822167 12656834 46321492 7524510 7524510 53846002 43219911 0 43219911 7524510 7524510 50744421 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -820,987. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES -1,180. 1 CAYMAN - CENTRAL AMERICA INVESTMENTS 52066890 EUROPE INVESTMENTS 49158708 ASIA INVESTMENTS 6085340 0 0 0 0 0 0 107310938 0 107310938 0 0 0 0 1 0 PART I, LINE 2: THE FOUNDATION DOES NOT PROVIDE GRANTS OR OTHER ASSISTANCE OUTSIDE OF THE UNITED STATES. PART I, LINE 3: INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE ON THE FINANCIAL STATEMENTS. PART III ACCOUNTING METHOD: X X X X X X 1 IMODULES PO BOX 205741 DALLAS TX 75320 ELECTRONIC FUNDRAISING COMMUNICATIONS 0 1007869 26937 980932 CROWDFUNDING 214 S COLLEGE AVE FORT COLLINS CO 80524 MAINTAINS PLATFORM TO FUND PROJECTS 0 363871 22540 341331 RUFFALO CODY PO BOX 718 DES MOINES IA 50303 SERVICE TO HELP MANAGE CALL CENTER 0 152603 17408 135195 1524343 66885 1457458 AL AK AR CA CO CT FL GA HI IA IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI WY 0 UNIVERSITY OF WYOMING 1000 E UNIVERSITY LARAMIE WY 82070 836000331 17760146 ACADEMIC AND ADMIN UNIVERSITY OF WYOMING 1000 E UNIVERSITY LARAMIE WY 82070 836000331 8571174 SCHOLARSHIPS UNIVERSITY OF WYOMING 1000 E UNIVERSITY LARAMIE WY 82070 836000331 561030 CONSTRUCTION PART I, LINE 2: THE ORGANIZATION RECEIPTS AND POSTS GIFTS TO SPECIFICALLY DESIGNATED ACCOUNTS. REQUESTS FOR DISBURSEMENTS ARE CHECKED TO VERIFY THAT THE TYPE OF EXPENSE IS APPROPRIATE FOR THE DONOR IMPOSED RESTRICTIONS ON THAT ACCOUNT. X X X X X 0 0 0 0 0 0 0 0 0 BEN BLALOCK PRESIDENT/CEO 365728 220626 0 0 0 0 50000 0 36454 11768 452182 232394 0 0 MARY IVANOFF ASSOC SECRETARY/ACTING TRE 50810 170347 0 0 0 0 0 0 3668 23805 54478 194152 0 0 JOHN STARK SENIOR VP FOR DEVELOPMENT 62566 173651 0 0 0 0 0 0 4517 27220 67083 200871 0 0 TOBY MARLATT VP MARKETING 40622 138540 0 0 0 0 0 0 2933 27220 43555 165760 0 0 JOHN SMALL SENIOR ASSOCIATE VP FOR DE 26198 146629 0 0 0 0 0 0 1892 13213 28090 159842 0 0 PHILIP TREICK CHIEF INVESTMENT OFFICER 216670 0 0 0 0 0 0 0 15644 0 232314 0 0 0 X 38 3558118 MARKET VALUE X CRYPTOCURRENCY 2 505209 MARKET VALUE 0 1 1 PART I, LINE 32B: THE FOUNDATION HAS ACCOUNTS AT COMMERCIAL BROKERAGES WHERE SECURITIES ARE RECEIVED AND SOLD. FOR OTHER NONCASH DONATIONS, APPRAISALS ARE REQUESTED FROM QUALIFIED APPRAISERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS MADE ELECTRONICALLY AVAILABLE TO THE FOUNDATION'S GOVERNING BODY BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION ANNUALLY UPDATES ITS CONFLICT OF INTEREST POLICY AND OBTAINS SIGNED CONTRACTS FROM ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15A IN REFERENCE TO BOTH LINES 15A AND 15B: COMPENSATION OF CEO, OFFICERS AND KEY EMPLOYEES IS DISCUSSED AT THE FOUNDATION'S BOARD MEETINGS AND DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION'S FINANCIAL STATEMENTS CAN ALSO BE OBTAINED ON THEIR WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -820,987. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES -1,180.