2017-11-14T17:31:56-06:00 2017-06-30 010724563 ANTON COLLINS MITCHELL LLP 505 SOUTH 3RD STREET SUITE 100 LARAMIE WY 82070 990 2016-07-01 830201971 UNIVERSITY OF WYOMING FOUNDATION UNIV 3077663939 222 SOUTH 22ND STREET LARAMIE WY 82070 MARY ANN GARMAN TREASURER 3077663939 2017-11-14 1 DENNIS TSCHACHER P00297942 3077551040 216.241.164.20 2017-11-14 16:02:42 MS P 4D4F778EF74C1C2CE2DF814272F449BFFD3CC691 4D4F778EF74C1C2CE2DF814272F449BFFD3CC691 2016 2018-03-14 21:41:22Z MARY ANN GARMAN 222 SOUTH 22ND STREET LARAMIE WY 82070 188623747 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. 26 25 5 40 914554 0 55445931 36044193 0 0 4102575 20959863 3169992 1792806 62718498 58796862 46356601 54364764 0 0 5612752 5283950 0 65582 5228414 8813110 9115860 60782463 68830156 1936035 -10033294 612253729 640762550 235039995 241086544 377213734 399676006 TO RAISE, MANAGE, AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF WYOMING. 0 0 19743007 19743007 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. 5878921 5878921 FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR ITS STUDENT SCHOLARSHIP PROGRAM. 28742836 28742836 FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR CONSTRUCTION PROJECTS. 54364764 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 55 0 1 5 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA KY MD MA MI MN NJ NY OR SC UT X X MARY ANN GARMAN 3077663939 222 SOUTH 22ND STREET LARAMIE WY 82070 BEN BLALOCK PRESIDENT 40.00 0.00 X X 257998 170551 116183 THOMAS BOTTS SECRETARY 1.00 0.00 X X 0 0 0 JOHN CLAY DIRECTOR 1.00 0.00 X 0 0 0 CHAD DEATON DIRECTOR 1.00 0.00 X 0 0 0 TAD HERZ DIRECTOR 1.00 0.00 X 0 0 0 PATRICK HIGGINS DIRECTOR 1.00 0.00 X 0 0 0 GREG HILL VICE CHAIRMAN 1.00 0.00 X X 0 0 0 LINDSAY HOOPER DIRECTOR 1.00 0.00 X 0 0 0 APRIL BRIMMER KUNZ CHAIRMAN 1.00 0.00 X X 0 0 0 SCOTT MACDONALD DIRECTOR 1.00 0.00 X 0 0 0 MARY SHAFER-MALICKI DIRECTOR 1.00 0.00 X 0 0 0 FRANK MENDICINO SR DIRECTOR 1.00 0.00 X 0 0 0 SUSAN PAMERLEAU DIRECTOR 1.00 0.00 X 0 0 0 ANN PICKARD DIRECTOR 1.00 0.00 X 0 0 0 RON SALVAGIO DIRECTOR 1.00 0.00 X 0 0 0 PETER SHERMAN DIRECTOR 1.00 0.00 X 0 0 0 DOUGLAS STARK DIRECTOR 1.00 0.00 X 0 0 0 RICHARD TAGGART DIRECTOR 1.00 0.00 X 0 0 0 ROY CLINE EMERITUS VOTING MEMBER 1.00 0.00 X 0 0 0 GREG DYEKMAN EMERITUS VOTING MEMBER 1.00 0.00 X 0 0 0 CLAYTON HARTMAN EMERITUS VOTING MEMBER 1.00 0.00 X 0 0 0 SCOTT NEU EMERITUS VOTING MEMBER 1.00 0.00 X 0 0 0 PATRICK RILE EMERITUS VOTING MEMBER 1.00 0.00 X 0 0 0 HARRY SAGER EMERITUS VOTING MEMBER 1.00 0.00 X 0 0 0 ALAN SIMPSON EMERITUS VOTING MEMBER 1.00 0.00 X 0 0 0 ROY WHITNEY EMERITUS VOTING MEMBER 1.00 0.00 X 0 0 0 MARY ANN GARMAN CFO, TREASURER 40.00 0.00 X X 35248 139752 36456 MARY IVANOFF ASSOCIATE SECRETARY 40.00 0.00 X 27080 135420 40914 JOHN STARK SENIOR VP OF DEVELOPMENT 40.00 0.00 X 38836 156032 44375 TOBY MARLATT VP MARKETING 40.00 0.00 X 27080 135420 37483 JOHN SMALL SNR ASSOCIATE FOR DEVELOPMENT 40.00 0.00 X 0 130047 34829 386242 867222 310240 1 0 1 0 MEKETA INVESTMENT GROUP INC 205 SE SPOKANE ST SUITE 300 PORTLAND OR 97202 INVESTMENT CONSULTING 425000 1 3450259 32593934 5174949 36044193 3031868 3031868 73368 73368 147745880 9000 129818319 8566 17927561 434 17927995 17927995 UBIT INCOME 523000 914554 914554 OTHER REVENUE 561499 804884 804884 1719438 58796862 18732879 914554 3105236 54364764 54364764 3939057 752475 3186582 1344893 290507 1054386 31579 31579 65582 65582 5848187 5848187 350944 137936 213008 126481 62353 64128 31950 31950 278580 34623 243957 102972 42712 60260 146124 146124 1241775 1241775 65067 65067 INVESTMENT COUNCIL FEES 425000 425000 PAYROLL LIABILITY CHANG 304459 73507 230952 DONOR RELATIONS 139451 47959 91492 PROFESSIONAL DEVELOPMEN 23291 5224 18067 68830156 54364764 9236978 5228414 1305630 936159 36348129 33233607 373428 546225 139296 116249 35612703 3756435 33076007 31856268 287041967 325988422 253969272 248085620 612253729 640762550 4400304 9885532 230639691 231201012 235039995 241086544 X 48222397 49829528 128313943 133996025 200677394 215850453 377213734 399676006 612253729 640762550 -10033294 32495566 0 X 0 1 X 1 0 X 52648159 45992023 48245323 55445930 36044192 238375627 52648159 45992023 48245323 55445930 36044192 238375627 238375627 769524 1380020 627042 67867 3105236 5949689 583337 444480 914554 1942371 246267687 0.96800 0.97620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 246159745 12551241 24400048 10079975 273031059 258430521 6002153 -9054586 9218343 246159745 240809386 24089627 1908439 8376931 258430521 214291324 6098207 27768341 7348486 240809386 186421474 12398732 22162324 6691206 214291324 0.05000 0.95000 0 0 32425868 2546182 29879686 1997175 864255 1132920 1189660 345998 843662 31856268 INTERNATIONAL EQUITY 12050793 F LAND 3406973 F MINERAL LEASE 8806 F PRIVATE EQUITY FUNDS 73519181 F HEDGE FUNDS 158985157 F CV OF LIFE INSURANCE 114710 F 248085620 DUE TO OTHERS 224729013 NOTE PAYABLE- LINE OF CREDIT 3505000 BONDS PAYABLE 2905000 LOAN INTEREST PAYABLE 32583 BOND INTEREST PAYABLE 29416 231201012 85444241 32495566 32495566 52948675 5848187 5848187 58796862 62981969 0 62981969 5848187 5848187 68830156 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 107859410 EUROPE 0 0 INVESTMENTS 36766242 SOUTH AMERICA 0 0 INVESTMENTS 1502793 0 0 0 0 0 0 146128445 0 146128445 0 0 0 0 0 0 PART I, LINE 2: THE FOUNDATION DOES NOT PROVIDE GRANTS OR OTHER ASSISTANCE OUTSIDE OF THE UNITED STATES. X X X X X 1 IMODULES PO BOX 205741 DALLAS TX 75320 ELECTRONIC FUNDRAISING COMMUNICATIONS 0 329939 24651 305288 RUFFALO CODY PO BOX 718 DES MOINES IA 50303 SERVICE TO HELP MANAGE CALL CENTER 0 124000 15931 108069 CROWDFUNDING 214 S COLLEGE AVE FORT COLLINS CO 80524 MAINTAINS PLATFORM TO FUND PROJECTS 0 69687 25000 44687 523626 65582 458044 AL AK AR CA CO CT FL GA HI 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 0 UNIVERSITY OF WYOMING 1000 E UNIVERSITY LARAMIE WY 82070 836000331 19743007 ACADEMIC AND ADMIN UNIVERSITY OF WYOMING 1000 E UNIVERSITY LARAMIE WY 82070 836000331 5878921 SCHOLARSHIPS UNIVERSITY OF WYOMING 1000 E UNIVERSITY LARAMIE WY 82070 836000331 28742836 CONSTRUCTION PRESIDENTS SUPPORT 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 257998 159876 0 0 0 10675 86222 17743 0 12218 344220 200512 0 0 MARY ANN GARMAN CFO, TREASURER 35248 139752 0 0 0 0 0 20094 0 16362 35248 176208 0 0 MARY IVANOFF ASSOCIATE SECRETARY 27080 135420 0 0 0 0 0 19456 0 21458 27080 176334 0 0 JOHN STARK SENIOR VP OF DEVELOPMENT 38836 151164 0 0 0 4868 0 21771 0 22604 38836 200407 0 0 TOBY MARLATT VP MARKETING 27080 135420 0 0 0 0 0 19417 0 18066 27080 172903 0 0 JOHN SMALL SNR ASSOCIATE FOR DEVELOPMENT 0 130047 0 0 0 0 0 0 0 34829 0 164876 0 0 X 48 5123449 MARKET VALUE X 1 51500 APPRAISAL 6 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS FOR PUBICLY TRADED SECURITIES REPORTED ON SCHEDULE M REPRESENT THE NUMBER OF GIFTS RECEIVED AND NOT THE NUMBER OF INDIVIDUAL SHARES RECEIVED. 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.