2020-05-11T08:47:26-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2018-07-01 237394620 UNIVERSITY OF ALASKA FOUNDATION UNIV 9074508030 PO BOX 755080 NO 123 FAIRBANKS AK 997755080 STAN MISHIN DIRECTOR OF FINANCE 9074508030 2020-05-09 1 KAREN GRIES P00078514 6123764500 2020-05-09 67.137.57.251 2020-05-09 17:52:17 CD P D96076016A1D85786C0DD27C05D232F375DC2AFE 3248A6B659E87D482384C49F03B8D3F5693FBE55 2018 2021-01-29 14:40:06Z X SUSAN FOLEY PO BOX 755080 NO 123 FAIRBANKS AK 997755080 74348552 0 X WWW.ALASKA.EDU/FOUNDATION X 1974 AK TO SEEK, SECURE, AND STEWARD PHILANTHROPIC SUPPORT TO BUILD EXCELLENCE AT THE UNIVERSITY OF ALASKA. 23 19 0 30 -324306 0 17880363 22396753 6595 5282 5221299 6411794 1962 -6309 23110219 28807520 16857211 17513910 0 0 2492422 2515317 500504 420383 1780006 654228 2127944 20504365 22577554 2605854 6229966 410291827 427215676 151157432 153356958 259134395 273858718 THE MISSION OF THE UNIVERSITY OF ALASKA FOUNDATION IS TO SEEK, SECURE, AND STEWARD PHILANTHROPIC SUPPORT TO BUILD EXCELLENCE AT THE UNIVERSITY OF ALASKA (UA). 0 0 11095771 11095771 0 ACADEMIC PROGRAM SUPPORT: THE FOUNDATION ACCEPTS, MANAGES AND ACTS AS TRUSTEE FOR ALL MONETARY GIFTS RECEIVED ON BEHALF OF THE UNIVERSITY OF ALASKA (UA). OVER 60% OF PROGRAM EXPENSES GO TO SUPPORT ACADEMIC SERVICES, FACILITIES & RELATED INFRASTRUCTURE ACROSS THE UA SYSTEM. 3537149 3450708 0 STUDENT FINANCIAL AID: THE FOUNDATION RECEIVES MONETARY CONTRIBUTIONS FROM DONORS FOR THE BENEFIT OF THE UNIVERSITY OF ALASKA STUDENTS. SCHOLARSHIPS ARE AVAILABLE TO STUDENTS BASED ON MERIT, FINANCIAL NEED, OUTSTANDING ACHIEVEMENT IN SPECIALIZED FIELDS, OR ANY COMBINATION OF THESE CRITERIA. IN FY19, THE FOUNDATION PROVIDED 1,328 SCHOLARSHIPS. 2967431 2967431 5282 STUDENT & PUBLIC SUPPORT: THE FOUNDATION ADMINISTERS CHARITABLE GIFTS INTENDED BY DONORS TO ENHANCE STUDENT LIFE, COMMUNITY ENGAGEMENT, AND PUBLIC LEARNING. THESE INCLUDE UA ATHLETICS, RADIO/TV STATIONS, LIBRARY, MUSEUM, AND COOPERATIVE EXTENSION SERVICES AMONG OTHERS. SUPPORT IS ACCOMPLISHED THROUGH REIMBURSEMENT OF UA PERSONNEL COSTS, TRAVEL, OPERATING EXPENSES, AND CAPITAL EXPENDITURES. 17600351 1 1 0 1 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 X 13 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 19 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 AL AR CT FL IL ME MA MD MI MN NH NJ NV NY OR WA AK CO KY NC OH OK RI VA UT SC X X STAN MISHIN 9074508030 PO BOX 755080 NO 123 FAIRBANKS AK 997755080 X SLIVKA ALEX CHAIR 0.70 0.00 X X 0 0 0 CARTLEDGE CYNTHIA VICE CHAIR 0.70 0.00 X X 0 0 0 BRUCE LAURA TREASURER 0.80 0.00 X X 0 0 0 KELLER CARY SECRETARY 0.50 0.00 X X 0 0 0 ANDERSON SUSAN DIRECTOR 0.50 0.00 X 0 0 0 BUSTAD LEO DIRECTOR 0.70 0.00 X 0 0 0 BUZINSKI MICHAEL DIRECTOR 0.50 0.00 X 0 0 0 CAUFIELD RICHARD DIRECTOR 0.40 54.60 X 0 219015 65386 CAVANAUGH HEATHER DIRECTOR 0.40 0.00 X 0 0 0 FARLEY JULEE DIRECTOR 0.60 0.00 X 0 0 0 FLETCHER TODD DIRECTOR 0.60 0.00 X 0 0 0 FRYE LATOSHA DIRECTOR 0.30 0.00 X 0 0 0 GINGERICH SAM DIRECTOR 0.10 54.90 X 0 202066 26253 GREIMANN TODD DIRECTOR 0.10 0.00 X 0 0 0 HARGRAVES DARROLL DIRECTOR 0.10 0.00 X 0 0 0 HUGHES MARY DIRECTOR 0.40 0.00 X 0 0 0 HULBERT LINDA DIRECTOR 0.60 0.00 X 0 0 0 JEPSEN SCOTT DIRECTOR 0.40 0.00 X 0 0 0 JOHNSEN JIM DIRECTOR 0.40 54.60 X 0 380318 65845 KOSTKA JIM DIRECTOR 0.60 0.00 X 0 0 0 MADSEN STEPHANIE DIRECTOR 0.40 0.00 X 0 0 0 NORDALE MEGAN DIRECTOR 0.60 0.00 X 0 0 0 OLIVER RHONDA DIRECTOR 0.20 0.00 X 0 0 0 ROMANO MARILYN DIRECTOR 0.10 0.00 X 0 0 0 SANDEEN CATHY DIRECTOR 0.30 54.70 X 0 95729 13823 SCHRAGE JENNIFER DIRECTOR 0.10 0.00 X 0 0 0 TOWNS-BAIN ALEESHA DIRECTOR 0.50 0.00 X 0 0 0 WHITE DAN DIRECTOR 0.40 54.60 X 0 311933 66935 FOLEY SUSAN PRESIDENT - OFFICER 27.50 27.50 X 0 198244 38822 MISHIN STAN DIRECTOR OF FINANCE-OFFICER 40.00 0.00 X 0 128499 45775 REIBE MEGAN EXECUTIVE DIRECTOR 25.00 25.00 X 0 141059 54958 WOODLEY DAVID DIRECTOR OF INFORMATION SERVICES 40.00 10.00 X 0 122841 46207 0 1799704 424004 0 0 1 0 UNIVERSITY OF ALASKA PO BOX 756540 FAIRBANKS AK 997756540 PERSONNEL/COMPENSATION 2544627 RUFFALO NOEL LEVITZ LLC 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 ANNUAL GIVING PROGRAM 482630 2 48534 183798 1738314 20426107 416321 22396753 STUDENT & PUBLIC SUPPORT 900099 5282 5282 5282 2897124 -324306 3221430 838 838 48959670 45445000 3514670 3514670 3514670 88885 183798 96032 -7147 -7147 28807520 5282 -324306 6729791 X 14063202 14063202 3450708 3450708 416516 335914 80602 1514010 25622 926725 561663 195316 2592 127744 64980 360835 4789 236000 120046 28640 380 18732 9528 6018 6018 32307 32307 420383 420383 1195454 1195454 18947 17841 1106 17318 17318 44636 35276 9360 225732 53058 30212 142462 94890 94890 69905 53761 16144 71405 44551 26854 7869 7869 FUNDRAISING EXPENSES 184617 184617 MEMBERSHIP DUES & SUBSC 23652 13894 9758 135194 26027 109167 22577554 17600351 3197197 1780006 33756720 5303770 2374189 9274426 23244 73984 67558 148631 24645995 177934916 337499789 232041097 1442791 1549667 10481541 889185 410291827 427215676 162637 302257 3087094 3810539 222720 0 301311 0 147383670 149244162 151157432 153356958 X 25587474 26922113 112280348 121159899 121266573 125776706 259134395 273858718 410291827 427215676 X 6229966 7747668 746689 X 0 1 X 1 0 X 17340707 13604027 25948385 17657330 22396753 96947202 42993 35568 39910 39199 30392 188062 17383700 13639595 25988295 17696529 22427145 97135264 14629713 82505551 1740475 1629193 2004717 1143706 3221430 9739521 136778 201856 116078 -324306 130406 107005191 0.77100 0.82570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 21382100 21382100 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 197664211 9904621 11011966 6556327 1881728 210142743 186912041 4201823 14551495 6315428 1685720 197664211 157164851 14224864 22742776 5613949 1606504 186912041 170798533 2342193 -8568377 5720992 1686506 157164851 176183504 4210753 -2621207 5306615 1667902 170798533 0.08000 0.75000 0.17000 0 1 0 0 UAFCEF, LP 232041097 F 232041097 CHARITABLE REMAINDER TRUST 225141 ASSETS HELD IN TRUST FOR THE UNIVERSITY OF ALASKA 147647544 QUASI ENDOWMENT LIABILITY 1000000 OTHER LIABILITIES 371477 149244162 X 36106423 7747668 746689 8494357 27612066 1195454 1195454 28807520 21382100 0 21382100 1195454 1195454 22577554 PART V, LINE 4: EARNINGS ON ENDOWMENTS ARE USED TO SUPPORT THE UNIVERSITY OF ALASKA AS SPECIFIED BY OUR DONORS INCLUDING, BUT NOT LIMITED TO, SCHOLARSHIPS, FELLOWSHIPS, PROFESSORSHIPS AND DEPARTMENT SUPPORT. THE UNIVERSITY OF ALASKA AND THE FOUNDATION ARE INVESTED JOINTLY IN THE CONSOLIDATED ENDOWMENT FUND. THE UNIVERSITY HAS 44% OWNERSHIP AND THE FOUNDATION HAS 56% OWNERSHIP. PART X, LINE 2: THE FOUNDATION IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 503(C)(3) OF THE IRC AND IS GENERALLY NOT SUBJECT TO FEDERAL INCOME TAXES. CONTRIBUTIONS TO THE FOUNDATION ARE DEDUCTIBLE FOR TAX PURPOSES BY THE DONOR, SUBJECT TO THE NORMAL LIMITATIONS IMPOSED BY THE TAXING AUTHORITIES. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. ACCORDINGLY, THE FOUNDATION RECORDED FEDERAL AND STATE INCOME TAX LIABILITIES OF $-0- FOR THE YEARS ENDED JUNE 30, 2019 AND 2018, RESPECTIVELY, PRIMARILY ORIGINATING FROM CERTAIN INVESTMENTS IN PRIVATE CAPITAL. THE INCOME TAX EXPENSE IS REPORTED ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES AS A REDUCTION IN INVESTMENT INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADJUSTMENTS TO REMAINDER TRUST LIABILITY 746,689. X X X X X X 1 RUFFALO NOEL LEVITZ LLC 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 ANNUAL GIVING PROGRAM 0 404986 371640 0 GARY HUBBELL CONSULTING 3143 E HAMPSHIRE AVENUE MILWAUKEE WI 53211 CAPITAL CAMPAIGN CONSULTANT 0 0 16682 0 DONOR RELATIONS GURU 808 HAWTHORNE LANE UNIT 451 CHARLOTTE NC 28204 DONOR RELATIONS CONSULTANT 0 0 84353 0 404986 472675 AL AR CO CT FL IL KY ME MA MD MI MN NC WA NH NJ NY NV AK SC RI OR OK OH VA UT CELEBRITY CHEF INVITATIONAL 115852 77852 38000 18702 5065 18337 BUSINESS LEADER OF THE YEAR 94429 70019 24410 23332 5111 6643 4 62402 35927 26475 609 9967 700 7566 272683 183798 88885 609 52001 10876 32546 96032 -7147 1 UNIVERSITY OF ALASKA PO BOX 755000 FAIRBANKS AK 99775 926000147 STATE OF ALASKA 13988742 74460 FMV AIRLINE VOUCHERS STUDENT, PROGRAM AND OTHER DEPARTMENT SUPPORT FOR THE UNIVERSITY 1 0 STUDENT AID 1328 3450708 0 N/A N/A PART I, LINE 2: ALL GRANT FUNDS PROVIDED TO THE UNIVERSITY ARE REQUIRED TO INCLUDE APPROPRIATE DOCUMENTATION PROVIDING DETAILS ON EXPENDITURES, INCLUDING AUTHORIZED SIGNATURE AUTHORITY. ALL SCHOLARSHIP REQUEST ARE MONITORED BY REVIEW OF THE CRITERIA RELATED TO THE SCHOLARSHIP, WHICH PROVIDES ASSURANCE THAT THE RECIPIENT MEETS ELIGIBILITY REQUIREMENTS. STUDENT PROGRESS IS MONITORED TO ASSURE CONTINUED COMPLIANCE WITH ESTABLISHED CRITERIA. 0 0 0 0 0 0 0 0 0 CAUFIELD RICHARD DIRECTOR 0 210000 0 0 0 9015 0 65386 0 0 0 284401 0 0 GINGERICH SAM DIRECTOR 0 192000 0 0 0 10066 0 26253 0 0 0 228319 0 0 JOHNSEN JIM DIRECTOR 0 325000 0 43000 0 12318 0 41713 0 24132 0 446163 0 0 WHITE DAN DIRECTOR 0 300000 0 0 0 11933 0 41713 0 25222 0 378868 0 0 FOLEY SUSAN PRESIDENT - OFFICER 0 198244 0 0 0 0 0 27093 0 11729 0 237066 0 0 MISHIN STAN DIRECTOR OF FINANCE-OFFICER 0 128499 0 0 0 0 0 19628 0 26147 0 174274 0 0 REIBE MEGAN EXECUTIVE DIRECTOR 0 141059 0 0 0 0 0 20613 0 34345 0 196017 0 0 WOODLEY DAVID DIRECTOR OF INFORMATION SERVICES 0 122841 0 0 0 0 0 3213 0 42994 0 169048 0 0 PART I, LINE 3 THE UA FOUNDATION'S COMPENSATION SYSTEM IS ADMINISTERED BY THE UNIVERSITY OF ALASKA'S HUMAN RESOURCES DEPARTMENT IN ACCORDANCE WITH THE UNIVERSITY'S POLICIES AND PROCEDURES. X 13 321159 MARKET QUOTES X AIRLINES VOUCHERS 1 74460 AVERAGE TICKET PRICE X MISCELLANEOUS DONATIONS 74 17677 FAIR MARKET VALUE X BOARD TRAVEL EXPENSES 6 3025 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): COLUMN (B) IS REPORTING THE NUMBER OF CONTRIBUTORS. PART I LINE 15/PART IX FUNCTIONAL EXPENSE REPORTING THE REPORTING OF COMPENSATION IN THE FORM 990 RELFECTS THE AMOUNTS THE UNIVERSITY OF ALASKA FOUNDATION DIRECTLY REIMBURSES TO UNIVERSITY OF ALASKA FOR COMPENSATION, BENEFITS AND RELATED COSTS OF EMPLOYMENT OF EMPLOYEES DEVOTING TIME TO THE FOUNDATION. SINCE THE FOUNDATION REIMBURSES THESE AMOUNTS DIRECTLY, THE REIMBURSEMENTS ARE REPORTED AS SALARIES, BENEFITS AND PAYROLL TAXES WITHIN THE FORM 990. THE FOUNDATION BELIEVES THE PRESENTATION MORE ACCURATELY REFLECTS THE TRUE NATURE OF THE REIMBURSEMENT TO THE UNIVERSITY. FOR FISCAL YEAR 2019, THE FOUNDATION REIMBURSED THE UNIVERSITY FOR APPROXIMATELY 31 EMPLOYEES SERVING THE FOUNDATION IN BOTH A FULL TIME AND PART TIME CAPACITY. PART V LINE 2A COMPENSATION AND RELATED TAX FILINGS, SUCH AS THE W-2 AND W-3, ARE PROVIDED BY THE UNIVERSITY OF ALASKA. THE FOUNDATION REIMBURSES THE UNIVERSITY FOR ALL COMPENSATION AND RELATED EXPENSES. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF NO MORE THAN SIX MEMBERS, WHO ARE ALSO MEMBERS OF THE GOVERNING BODY. THE COMMITTEE ACTS ONLY DURING INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS AND MAY EXERCISE ALL OF AUTHORITY AND POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE AFFAIRS OF THE FOUNDATION, WITH THE EXCEPTION THAT THEY MAY NOT AMEND THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A WHILE THE MAJORITY OF THE BOARD OF DIRECTORS ARE ELECTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS, OTHER INDIVIDUALS ARE DIRECTORS OF THE FOUNDATION BY VIRTUE OF THEIR RELATIONSHIP WITH EITHER THE UNIVERSITY OF ALASKA OR BOARD OF REGENTS. THE BOARD OF DIRECTORS SHALL INCLUDE EX-OFFICIO DIRECTORS THAT CONSIST OF THE PRESIDENT OF THE UNIVERSITY AND THE UNIVERSITY CHANCELLORS. IN ADDITION, THERE SHALL BE TWO REGENT DIRECTORS WHO ARE MEMBERS OF THE BOARD OF REGENTS, ANNUALLY APPOINTED BY THE CHAIR OF THE BOARD OF REGENTS OF THE UNIVERSITY. A REGENT DIRECTOR MAY BE REMOVED BY THE CHAIR OF THE BOARD OF REGENTS OF THE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, THE FINANCE & AUDIT COMMITTEE OF THE BOARD REVIEWS THE FORM 990 RETURN BEFORE IT IS FILED WITH THE IRS. THE REVIEW INCLUDES A PRESENTATION BY THE DIRECTOR OF FINANCE HIGHLIGHTING KEY SECTIONS OF THE RETURN AND ANY MATERIAL CHANGES FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY OF ALASKA FOUNDATION HAS A CONFLICT OF INTEREST POLICY WHICH APPLIES TO BOARD MEMBERS, ALL COMMITTEES, SUBCOMMITTEES, OFFICERS, EMPLOYEES, AND VOLUNTEERS HAVING BOARD-DELEGATED POWERS. THIS POLICY IS DISTRIBUTED ANNUALLY AND EACH RECIPIENT REVIEWS THE POLICY, SIGNS IT AND RETURNS IT TO THE BOARD COORDINATOR INDICATING EITHER NO CONFLICTS OR DISCLOSING ANY EXISTING OR FORESEEABLE CONFLICTS. ANY DISCLOSURES ARE THEN FORWARDED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND ACTION. THE POLICY PROVIDES THAT POTENTIAL CONFLICTS ARE TO BE DISCLOSED TO THE BOARD, COMMITTEE, OFFICER OR SUPERVISOR AS SOON AS PRACTICABLE AFTER BECOMING AWARE OF A POTENTIAL CONFLICT. IF A CONFLICT IS DISCLOSED IN A MEETING, THE PERSON OF INTEREST IS ASKED TO LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT. IF APPROPRIATE, ANOTHER PERSON OR COMMITTEE MAY BE APPOINTED TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE NATURE OF THE POTENTIAL CONFLICT, THE DETERMINATION BY THE BOARD OR COMMITTEE, AND DETAILS OF ANY VOTES TAKEN ARE DOCUMENTED IN THE MINUTES OF THE MEETING. ANY PERSON VIOLATING THE CONFLICT OF INTEREST POLICY SHALL BE SUBJECT TO APPROPRIATE DISCIPLINE, INCLUDING DISMISSAL OR REMOVAL FROM OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE UA FOUNDATION'S COMPENSATION SYSTEM IS ADMINISTERED BY THE UNIVERSITY OF ALASKA'S HUMAN RESOURCES DEPARTMENT IN ACCORDANCE WITH THE UNIVERSITY'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF INCORPORATION AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC ON THE FOUNDATION WEBSITE, WWW.ALASKA.EDU/FOUNDATION. THE CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART VII LINE 2 FOUNDATION STAFF ARE ALL EMPLOYEES OF THE UNIVERSITY OF ALASKA. THE FOUNDATION REIMBURSES THE UNIVERSITY OF ALASKA FOR ALL COMPENSATION AND RELATED EXPENSES. FORM 990, PART IX, LINE 2 THE FOUNDATION PROVIDES GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS THROUGH ITS RELATED ENTITY, THE UNIVERSITY OF ALASKA. THESE SCHOLARSHIPS ARE FUNDING THE STUDENTS AT THE UNIVERSITY OF ALASKA. PART IX FOUNDATION STAFF ARE ALL EMPLOYEES OF THE UNIVERSITY OF ALASKA. THE FOUNDATION REIMBURSES THE UNIVERSITY OF ALASKA FOR ALL COMPENSATION AND RELATED EXPENSES. FOR THE PURPOSE OF THE FUNCTIONAL EXPENSE REPORTING, AMOUNTS PAID TO THE UNIVERSITY FOR SALARIES, BENEFITS, AND RELATED COSTS ARE INCLDUED IN THEIR NATURAL LINE CATEGORIES. FORM 990, PART XI, LINE 9: ACTUARIAL ADJUSTMENT OF REMAINDER TRUST 746,689. UNIVERSITY OF ALASKA PO BOX 756540 FAIRBANKS AK 99775 926000147 EDUCATION THROUGH TEACHING AND RESEARCH AK N/A 0 UNIVERSITY OF ALASKA FOUNDATION CONSOLIDATED ENDOWMENT FUND LP 125 HIGH STREET BOSTON MA 02110 462876772 INVESTMENT MANAGEMENT DE UNIVERSITY OF ALASKA FOUNDATION INVESTMENT 20561228 328137170 1 -322465 0 0.99990 1 1 1 0 0 1 0 0 0 1 1 1 1 1 1 1 1 1 1 UNIVERSITY OF ALASKA FOUNDATION CONSOLIDATED ENDOWMENT FUND LP A 571592 FAIR MARKET VALUE UNIVERSITY OF ALASKA FOUNDATION CUONSOLIDATED ENDOWMENT FUND LP B 15154524 FAIR MARKET VALUE UNIVERSITY OF ALASKA FOUNDATION CONSOLIDATED ENDOWMENT FUND LP C 8842050 FAIR MARKET VALUE UNIVERSITY OF ALASKA FOUNDATION CONSOLIDATED ENDOWMENT FUND LP F 2376013 FAIR MARKET VALUE UNIVERSITY OF ALASKA FOUNDATION CONSOLIDATED ENDOWMENT FUND LP P 1895633 FAIR MARKET VALUE SCHEDULE R, PART II THE UNIVERSITY OF ALASKA DOES NOT MEET THE DEFINITION OF A 'RELATED ORGANIZATION' FOR REQUIRED REPORTING ON FORM 990, SCHEDULE R. ALTHOUGH THE UNIVERSITY IS SUPPORTED BY THE UNIVERSITY OF ALASKA FOUNDATION, THE FOUNDATION IS A PUBLIC CHARITY UNDER SECTION 170(B)(1)(A)(VI) RATHER THAN UNDER SECTION 509(A)(3). THE UNIVERSITY OF ALASKA FOUNDATION IS VOLUNTARILY REPORTING DATA UPON PART VII AND SCHEDULE R AS THOUGH THERE WERE A 509(A)(3) SUPPORTING/SUPPORTED RELATIONSHIP IN PLACE WITH THE UNIVERSITY BECAUSE MANAGEMENT BELIEVES THAT DONORS AND OTHER READERS OF THE FORM 990 HAVE AN EXPECTATION THAT THIS INFORMATION WILL BE INCLUDED ON THIS FORM 990.