2019-08-15T14:22:34-05:00 2018-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2018-01-01 741587488 UNIVERSITY OF TEXAS FOUNDATION INC UNIV 5124738985 PO BOX 250 AUSTIN TX 787670250 SHERI DESPAIN EXECUTIVE DIRECTOR & CFO 5124733603 2019-08-14 1 SEAN HOLCOMB P01249221 5123703200 64.250.11.34 2019-08-14 13:39:34 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D4F3E3F08227D51943B34A7937F561B643D5963D 2018 2019-02-21 02:37:17Z JAMES A PRENTICE PO BOX 250 AUSTIN TX 787670250 38485329 0 X WWW.UTEXASFOUNDATION.ORG X 1967 TX TO PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS. 18 18 4 0 0 1400 20010155 35467858 0 0 1748683 2166443 166868 376398 21925706 38010699 19086753 29831720 0 0 236162 248554 0 0 0 2673119 2769403 21996034 32849677 -70328 5161022 53709524 63378260 32849930 32955130 20859594 30423130 TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF TEXAS SYSTEM, INCLUDING ALL OF ITS BRANCHES, DEPARTMENTS, SCHOOLS AND COLLEGES AT ITS FOURTEEN INSTITUTIONS, TO IMPROVE ITS RESEARCH, TEACHING, SCHOLARSHIP, FACULTIES AND FACILITIES. 0 0 30015101 29831720 EDUCATIONAL PURPOSE - GIFTS TO VARIOUS DEPARTMENTS AT THE UNIVERSITY OF TEXAS SYSTEM FOR VARIOUS EDUCATIONAL AND RESEARCH PROJECTS 2413307 PAYMENTS MADE TO MEET CONDITIONS OF GIFTS TO THE UNIVERSITY. 32428408 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 230 0 4 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SHERI DESPAIN 5124738985 1605 RIO GRANDE SUITE 360 AUSTIN TX 78701 R GORDON APPLEMAN DIRECTOR 1.00 X 0 0 0 MICHAEL L COOK DIRECTOR 1.00 X 0 0 0 JOHN STUART III DIRECTOR 1.00 X 0 0 0 MICHELLE BROCK PRESIDENT ELECT 1.00 X X 0 0 0 HECTOR DE LEON DIRECTOR 1.00 X 0 0 0 CHARLES W MATTHEWS JR DIRECTOR 1.00 X 0 0 0 JAMES W MCCARTNEY DIRECTOR 1.00 X 0 0 0 MELINDA HILL PERRIN DIRECTOR 1.00 X 0 0 0 SHANNON H RATLIFF DIRECTOR 1.00 X 0 0 0 JAMES A PRENTICE PRESIDENT 1.00 X X 0 0 0 REX G BAKER III IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JOHN W FAINTER JR VICE PRESIDENT AND SECRETARY 1.00 X X 0 0 0 SONIA PEREZ DIRECTOR 1.00 X 0 0 0 ANNIE HOLAND MILLER DIRECTOR 1.00 X 0 0 0 BETSY CHADDERDON FRANTZ DIRECTOR 1.00 X 0 0 0 WILL O'HARA DIRECTOR 1.00 X 0 0 0 NOLAN E PEREZ DIRECTOR 1.00 X 0 0 0 THOMAS J PERICH VICE PRESIDENT AND TREASURER 1.00 X X 0 0 0 SHERI DESPAIN EXECUTIVE DIRECTOR AND CFO 40.00 X 121417 0 4856 121417 0 4856 1 0 0 0 0 35467858 3706830 35467858 776891 776891 1864182 474630 1389552 1389552 1389552 OTHER INCOME 900099 376398 376398 376398 38010699 376398 0 2166443 29809400 29809400 22320 22320 126273 126273 122281 122281 25233 25233 17500 17500 27550 27550 47500 47500 45449 45449 5871 5871 ANNUITY PAYMENTS 2413307 2413307 CHANCELLOR'S BUSINESS E 183381 183381 STATE REGISTRATION EXPE 3612 3612 32849677 32428408 421269 0 966959 2604949 6291216 5643107 37429 101064 6306 8839 45165 36094 12706 9071 45723706 43790227 671202 11221003 53709524 63378260 76360 986238 6291216 5643107 26482354 26325785 32849930 32955130 X 4833792 11906227 7153507 0 8872295 18516903 20859594 30423130 53709524 63378260 X 5161022 4245945 156569 X X 0 1 X 1 0 X 17718999 21363590 19399196 20010155 35467858 113959798 17718999 21363590 19399196 20010155 35467858 113959798 9080326 104879472 758279 672640 749781 772508 776891 3730099 626328 2362 -500 166868 376398 1171456 118861353 0.88240 0.86580 X 3 27973 70465 798407 1 1 9956216 10000 -241026 506635 9218555 9782286 10000 1687161 586119 10893328 9718188 20000 315218 368465 9684941 10098749 11966 -7552 384975 9718188 9841827 216162 373547 244656 88131 10098749 0.94530 0.05470 0 0 45165 36094 9071 9071 INTEREST AND DIVIDENDS RECEIVABLE 1416 LAND AND MINERALS 11219587 11221003 GIFT ANNUITIES 24244854 GIFT COMMITMENT IN EXCESS OF ANNUITY LIABILITY 2080931 26325785 42413213 4245945 156569 4402514 38010699 0 38010699 32849677 0 32849677 0 32849677 PART V, LINE 4: TO SUPPORT ACADEMIC ENDEAVORS AT THE VARIOUS INSTITUTIONS OF THE UT SYSTEM. PART V, LINE 1A: THE ORGANIZATION DETERMINED DURING 2018 THAT CERTAIN FUNDS WERE INCLUDED IN ENDOWMENT FUNDS IN PRIOR YEARS THAT SHOULD NOT HAVE BEEN. BEGINNING OF YEAR BALANCE FOR 2018 IS BEING ADJUSTED TO REFLECT THIS CORRECTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ACTUARIAL LIABILITY 733,490. CHANGE IN GIFT COMMITMENTS -576,921. 1 UNIVERSITY OF TEXAS AUSTIN 2400 INNER CAMPUS DR AUSTIN TX 78712 746000203 UT SYSTEM 8259982 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS M D ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 UT SYSTEM 10568124 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 UT SYSTEM 1697630 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 673567 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOUSTON TX 77030 741761309 UT SYSTEM 6255673 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 741717115 UT SYSTEM 770929 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS DALLAS 800 WEST CAMPBELL ROAD RICHARDSON TX 75080 751305566 UT SYSTEM 343554 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS ARLINGTON 701 SOUTH NEDDERMAN DRIVE ARLINGTON TX 76019 756000121 UT SYSTEM 258718 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS EL PASO 500 W UNIVERSITY AVENUE EL PASO TX 79902 746000813 UT SYSTEM 52258 EDUCATIONAL/RESEARCH UT PERMIAN BASIN 4901 E UNIVERSITY ODESSA TX 79762 751393493 UT SYSTEM 277873 EDUCATIONAL/RESEARCH UTMB GALVESTON 301 UNIVERSITY BLVD GALVESTON TX 77555 746000949 UT SYSTEM 53800 EDUCATIONAL/RESEARCH UTHSC TYLER 11937 US HIGHWAY 271 TYLER TX 75708 756001354 UT SYSTEM 90785 EDUCATIONAL/RESEARCH UT LAW SCHOOL FOUNDATION 727 E DEAN KEETON ST AUSTIN TX 78705 746056794 UT SYSTEM 244295 EDUCATIONAL/RESEARCH UT RIO GRANDE VALLEY ONE WEST UNIVERSITY BLVD BROWNSVILLE TX 78520 465292740 UT SYSTEM 6026 EDUCATIONAL/RESEARCH ST PHILIP'S SCHOOL & COMMUNITY CENTER 1600 PENNSYLVANIA AVENUE DALLAS TX 75215 751097360 501C(3) 122862 EDUCATIONAL/RESEARCH HIGHLAND PARK ISD EDUCATION FOUNDATION 4201 GRASSMERE LANE DALLAS TX 75205 751999200 501C(3) 122862 EDUCATIONAL/RESEARCH 16 FUNDS PROVIDED FOR STUDENT AND STAFF EMERGENCIES 30 22320 PART I, LINE 2: ALL GRANTS ARE MONITORED DIRECTLY BY THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS. X 1 3706830 APPRAISAL DISTRICT VALUE 1 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CFO AND EXECUTIVE DIRECTOR, THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES A CONFLICT OF INTEREST POLICY TO BE SIGNED ANNUALLY. NO CONFLICTS WERE NOTED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.ORG, THE ORGANIZATION'S WEBSITE AND BY REQUEST TO GRANTING ORGANIZATIONS. FORM 990, PART XI, LINE 9: CHANGE IN GIFT COMMITMENTS -576,921. CHANGE IN ACTUARIAL LIABILITY 733,490. FORM 990, PART XII, LINE 2C THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. UNIVERSITY OF TEXAS FOUNDATION NO I INC PO BOX 250 AUSTIN TX 78767 237109244 TO SUPPORT THE UNVERSITY OF TEXAS TX 501(C)(3) 5 N/A 0 UNIVERSITY OF TEXAS FOUNDATION NO 2 INC PO BOX 250 AUSTIN TX 78767 746173027 TO SUPPORT THE UNVERSITY OF TEXAS TX 501(C)(3) 5 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1