UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED (EIN 06-6070722)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-02-15
IRS object ID: 201740469349300904
Schema version: 2015v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-02-15T08:50:16-08:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	066070722	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The University of Connecticut Foundation	BusinessNameLine1Txt
Business Name Line2	Inc	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	UNIV	BusinessNameControlTxt
Phone	8604865000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2390 Alumni Drive	AddressLine1Txt
City	Storrs	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06269	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Gerald Ganz	PersonNm
Person Title	VP of Finance	PersonTitleTxt
Signature	2017-02-15	SignatureDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Gerald Ganz	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2390 Alumni Dr	AddressLine1Txt
City	Storrs	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06269	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$90,420,894	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
All Affiliates Included	false	AllAffiliatesIncludedInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.foundation.uconn.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1964	FormationYr
Legal Domicile State	CT	LegalDomicileStateCd
Activity Or Mission	The University of Connecticut Foundation's, Inc. mission is to solicit, receive, invest and administer gifts and financial resources from private sources for the benefit of all campuses and programs of the University of Connecticut.	ActivityOrMissionDesc
Voting Members Governing Body	47	VotingMembersGoverningBodyCnt
Voting Members Independent	46	VotingMembersIndependentCnt
Total Employee	198	TotalEmployeeCnt
Total Volunteers	58	TotalVolunteersCnt
Total Gross UBI	-$163,738	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$1,134,618	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$33,051,328	PYContributionsGrantsAmt
CY Contributions Grants	$42,383,683	CYContributionsGrantsAmt
PY Program Service Revenue	$8,794,195	PYProgramServiceRevenueAmt
CY Program Service Revenue	$9,680,568	CYProgramServiceRevenueAmt
PY Investment Income	$38,446,358	PYInvestmentIncomeAmt
CY Investment Income	$37,960,235	CYInvestmentIncomeAmt
PY Other Revenue	$56,796	PYOtherRevenueAmt
CY Other Revenue	-$63,853	CYOtherRevenueAmt
PY Total Revenue	$80,348,677	PYTotalRevenueAmt
CY Total Revenue	$89,960,633	CYTotalRevenueAmt
PY Grants And Similar Paid	$35,315,512	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$33,337,970	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$12,092,212	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$14,076,315	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$658,450	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$420,962	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$15,692,251	CYTotalFundraisingExpenseAmt
PY Other Expenses	$9,183,245	PYOtherExpensesAmt
CY Other Expenses	$8,020,305	CYOtherExpensesAmt
PY Total Expenses	$57,249,419	PYTotalExpensesAmt
CY Total Expenses	$55,855,552	CYTotalExpensesAmt
PY Revenues Less Expenses	$23,099,258	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$34,105,081	CYRevenuesLessExpensesAmt
Total Assets BOY	$481,833,240	TotalAssetsBOYAmt
Total Assets EOY	$475,968,563	TotalAssetsEOYAmt
Total Liabilities BOY	$46,051,305	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$45,154,911	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$435,781,935	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$430,813,652	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	The University of Connecticut Foundation's, Inc. mission is to solicit, receive, invest and administer gifts and financial resources from private sources for the benefit of all campuses and programs of the University of Connecticut.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$11,010,430	ExpenseAmt
Grant	$11,010,430	GrantAmt
Desc	Scholarships, awards and fellowships.The University of Connecticut Foundation, Inc. receives gifts on behalf of donors restricted to the support of financial aid for University of Connecticut students. To ensure compliance with all University, federal and state financial aid requirements the University selects the student recipients and makes the awards directly to students. After receiving appropriate documentation from the University the Foundation provides grants to the University to fund financial aid expenditures.The expenditures are funded from investment income earned on endowment funds restricted to financial aid and gifts restricted for financial aid.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$9,404,889	ExpenseAmt
Grant	$9,404,889	GrantAmt
Desc	Program ServicesThe University of Connecticut Foundation, Inc. receives gifts on behalf of donors restricted to the support of programs at the University. Generally the expenditure is made to the vendor directly by the University with the Foundation then providing a grant to the University to fund the expenditure after receiving appropriate documentation. Occasionally the Foundation will pay the vendor directly.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$8,798,904	ExpenseAmt
Grant	$8,798,904	GrantAmt
Desc	Endowed chairs and professorshipsThe University of Connecticut Foundation, Inc. received gifts on behalf of donors restricted to the support of University of Connecticut faculty compensation and research. To ensure compliance with all University and state personnel policies and for W-2 reporting purposes the University pays all faculty directly for compensation related items. After receiving appropriate documents from the University the Foundation provides grants to the University to fund faculty compensation expenditures. For non-compensation expenditures in support of faculty (e.g., research materials and equipment), generally the expenditure is made to the vendor directly by the University with the Foundation then providing a grant to the University to fund the expenditure after receiving appropriate documentation. Occasionally the Foundation will pay the vendor directly.The expenditures are funded from investment income earned on endowment funds restricted to support of faculty.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$4,123,747	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$4,123,747	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$9,680,568	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$33,337,970	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	205	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	198	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	OC	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	Yes (true)	Form8282PropertyDisposedOfInd
Form8282 Filed	1	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Org Filed In Lieu Of Form1041	false	OrgFiledInLieuOfForm1041Ind
Licensed More Than One State	false	LicensedMoreThanOneStateInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	47	GoverningBodyVotingMembersCnt
Independent Voting Member	46	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MP	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Gerald Ganz	PersonNm
Phone	8604865000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2390 Alumni Drive	AddressLine1Txt
City	Storrs	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06268	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Josh Newton
President	40.00	0.00	Yes (X)	Yes (X)	$486,041	$0	$31,030
Walter Allen
Director	1.00	0.00	Yes (X)		$0	$0	$0
Craig Ashmore
Secretary	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
George Aylward
Director	1.00	0.00	Yes (X)		$0	$0	$0
Sue Bird
Dir from 10/15	1.00	0.00	Yes (X)		$0	$0	$0
Mark Boxer
Director	1.00	0.00	Yes (X)		$0	$0	$0
Melinda Brown
Director	1.00	0.00	Yes (X)		$0	$0	$0
Patrick Campion
Treasurer	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
Micheal Cantor
Director	1.00	0.00	Yes (X)		$0	$0	$0
Noha Carrington
Director	1.00	0.00	Yes (X)		$0	$0	$0
William Clemens III
Director	1.00	0.00	Yes (X)		$0	$0	$0
Leah Darak
Dir from 10/15	1.00	0.00	Yes (X)		$0	$0	$0
Angelo DeFazio
Dir from 10/15	1.00	0.00	Yes (X)		$0	$0	$0
Gerald DesRoches
Director	1.00	0.00	Yes (X)		$0	$0	$0
Amy Errett
Dir from 10/15	1.00	0.00	Yes (X)		$0	$0	$0
Drew Figdor
Director	1.00	0.00	Yes (X)		$0	$0	$0
Albert Foreman
Dir from 11/15	1.00	0.00	Yes (X)		$0	$0	$0
Clinton Gartin
Director	1.00	0.00	Yes (X)		$0	$0	$0
Mary Ann Gilleece
Director	1.00	0.00	Yes (X)		$0	$0	$0
Jonathon Greenblatt
Director	1.00	0.00	Yes (X)		$0	$0	$0
David Greenfield
Dir until 10/15	1.00	0.00	Yes (X)		$0	$0	$0
Mickey Herbert
Director	1.00	0.00	Yes (X)		$0	$0	$0
Lisa Klauser
Director	1.00	0.00	Yes (X)		$0	$0	$0
Carla Klein
Dir until 10/15	1.00	0.00	Yes (X)		$0	$0	$0
Michael Koppel
Dir from 10/15	1.00	0.00	Yes (X)		$0	$0	$0
Donna Krenicki
Dir until 10/15	1.00	0.00	Yes (X)		$0	$0	$0
Douglas Lawrence
Director	1.00	0.00	Yes (X)		$0	$0	$0
Coleman Levy
Director	1.00	0.00	Yes (X)		$0	$0	$0
Frank Logobardi Jr
Director	0.00	0.00	Yes (X)		$0	$0	$0
John Malfettone
Director	0.00	0.00	Yes (X)		$0	$0	$0
Kimberly Manning
Director	1.00	0.00	Yes (X)		$0	$0	$0
Benjamin Michelson
Director	1.00	0.00	Yes (X)		$0	$0	$0
Joseph Parsons
Dir from 10/15	1.00	0.00	Yes (X)		$0	$0	$0
Lucille Protas
Dir until 7/15	1.00	0.00	Yes (X)		$0	$0	$0
William Quinlan III
Director	1.00	0.00	Yes (X)		$0	$0	$0
John Rafal
Director	1.00	0.00	Yes (X)		$0	$0	$0
Lori Riiska
Dir from 10/15	1.00	0.00	Yes (X)		$0	$0	$0
John Ritter
Dir until 10/15	1.00	0.00	Yes (X)		$0	$0	$0
Anthony Rizza
Dir from 10/15	1.00	0.00	Yes (X)		$0	$0	$0
Micheal Rosen
Dir from 10/15	1.00	0.00	Yes (X)		$0	$0	$0
Marsha Roth
Director	1.00	0.00	Yes (X)		$0	$0	$0
Adam Schwartz
Director	1.00	0.00	Yes (X)		$0	$0	$0
Mark Shenkman
Director	1.00	0.00	Yes (X)		$0	$0	$0
Robert Sherman
Director	1.00	0.00	Yes (X)		$0	$0	$0
Mark Sinatro
Director	1.00	0.00	Yes (X)		$0	$0	$0
Robert Skinner
Director	1.00	0.00	Yes (X)		$0	$0	$0
Daniel Toscano
Chairman	1.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
Wendy Watkins
Director	1.00	0.00	Yes (X)		$0	$0	$0
Connie Weaver
Director	1.00	0.00	Yes (X)		$0	$0	$0
Nadine West
Director	1.00	0.00	Yes (X)		$0	$0	$0
Harriet Munrett Wolfe
Director	1.00	0.00	Yes (X)		$0	$0	$0
Erik Zachs
Director	1.00	0.00	Yes (X)		$0	$0	$0
Gerald Ganz
VP of Finance	40.00	0.00		Yes (X)	$177,124	$0	$45,905
Deborah Cunningham
VP, Advancement Services and AG	40.00	0.00			$191,419	$0	$21,866	Yes (X)
Brian Otis
VP Development and Campaign	40.00	0.00			$211,196	$0	$37,113	Yes (X)
Suzanne O'Conor
Legal Counsel	40.00	0.00			$209,145	$0	$20,828		Yes (X)
Frank Gifford
AVP Development	40.00	0.00			$173,941	$0	$35,099		Yes (X)
Derek Slap
AVP External Relat	40.00	0.00			$163,467	$0	$32,844		Yes (X)
Jennifer Grey
AVP of Health Scie	40.00	0.00			$149,431	$0	$19,774		Yes (X)
Thomas Scarlett
System Architect	40.00	0.00			$137,302	$0	$31,531		Yes (X)
John Martin
Former President and CEO	0.00	0.00			$324,137	$0	$0			Yes (X)
Melissa Maynard
Former CFO, Controller	40.00	0.00			$123,859	$0	$30,541			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,347,062	TotalReportableCompFromOrgAmt
Total Other Compensation	$306,531	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	11	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Ruffalo Cody
PO Box 3018	Cedar Rapids	IA	52406	Phone Solicitations	$392,302
Albourne America LLC
665 Montgomery Street	San Francisco	CA	94111	Investment Consultin	$240,000
Perrone Group
45 Braintree Hill Office Park 201	Braintree	MA	02184	Mailing	$200,652
PricewaterhouseCoopers LLC
PO Box 7247-8001	Philadelphia	PA	19170	Accounting	$153,186
Gold Orluck & Partners LLP
172 West Main Street	Avon	CT	06001	Event Planning	$120,074

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	6	CntrctRcvdGreaterThan100KCnt
Fundraising	$870,296	FundraisingAmt
All Other Contributions	$41,513,387	AllOtherContributionsAmt
Noncash Contributions	$9,186,539	NoncashContributionsAmt
Total Contributions	$42,383,683	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Univ. Endow Admin Fee	900099	$230,568	$230,568
Univ. Fee for Service	900099	$9,450,000	$9,450,000

Field	Value	IRS element (for citing)
Total Program Service Revenue	$9,680,568	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,761,283	TotalRevenueColumnAmt
Exclusion	$8,761,283	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$29,198,952	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$29,198,952	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$29,198,952	TotalRevenueColumnAmt
Unrelated Business Revenue	-$163,738	UnrelatedBusinessRevenueAmt
Exclusion	$29,362,690	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$396,408	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$870,296	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$460,261	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$63,853	TotalRevenueColumnAmt
Exclusion	-$63,853	ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$89,960,633	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,680,568	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$163,738	UnrelatedBusinessRevenueAmt
Exclusion	$38,060,120	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$33,337,970	TotalAmt
Program Services	$33,337,970	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,302,698	TotalAmt
Management And General	$543,937	ManagementAndGeneralAmt
Fundraising	$758,761	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$324,137	TotalAmt
Management And General	$324,137	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$9,677,833	TotalAmt
Management And General	$1,676,257	ManagementAndGeneralAmt
Fundraising	$8,001,576	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$748,519	TotalAmt
Management And General	$149,704	ManagementAndGeneralAmt
Fundraising	$598,815	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,158,243	TotalAmt
Management And General	$231,649	ManagementAndGeneralAmt
Fundraising	$926,594	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$864,885	TotalAmt
Management And General	$172,977	ManagementAndGeneralAmt
Fundraising	$691,908	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$76,498	TotalAmt
Management And General	$15,300	ManagementAndGeneralAmt
Fundraising	$61,198	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$153,186	TotalAmt
Management And General	$153,186	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$48	TotalAmt
Fundraising	$48	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$420,962	TotalAmt
Fundraising	$420,962	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,732,010	TotalAmt
Management And General	$2,732,010	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$153,178	TotalAmt
Management And General	$30,636	ManagementAndGeneralAmt
Fundraising	$122,542	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$124,881	TotalAmt
Management And General	$24,976	ManagementAndGeneralAmt
Fundraising	$99,905	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$236,867	TotalAmt
Management And General	$47,373	ManagementAndGeneralAmt
Fundraising	$189,494	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$587,834	TotalAmt
Management And General	$117,567	ManagementAndGeneralAmt
Fundraising	$470,267	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$231,687	TotalAmt
Management And General	$46,337	ManagementAndGeneralAmt
Fundraising	$185,350	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$383,362	TotalAmt
Management And General	$76,672	ManagementAndGeneralAmt
Fundraising	$306,690	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$66,420	TotalAmt
Management And General	$13,284	ManagementAndGeneralAmt
Fundraising	$53,136	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$369,483	TotalAmt
Management And General	$73,897	ManagementAndGeneralAmt
Fundraising	$295,586	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$858,047	TotalAmt
Management And General	$171,609	ManagementAndGeneralAmt
Fundraising	$686,438	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$173,923	TotalAmt
Management And General	$34,785	ManagementAndGeneralAmt
Fundraising	$139,138	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
Special Events	$757,171	$757,171
Printing and Publications	$249,109	$199,287	$49,822
Donor Cultivation Promotion	$206,618	$206,618
Consulting	$189,348	$151,478	$37,870

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$470,635	TotalAmt
Management And General	$101,346	ManagementAndGeneralAmt
Fundraising	$369,289	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$55,855,552	TotalAmt
Program Services	$33,337,970	ProgramServicesAmt
Management And General	$6,825,331	ManagementAndGeneralAmt
Fundraising	$15,692,251	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,008,039	BOYAmt
EOY	$11,457,391	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$3,523,655	BOYAmt
EOY	$3,596,335	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$32,580,686	BOYAmt
EOY	$32,588,602	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$376,280	BOYAmt
EOY	$195,453	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$17,079	BOYAmt
EOY	$10,640	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$286,750	BOYAmt
EOY	$422,356	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$10,991,338	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$5,017,006	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$6,521,631	BOYAmt
EOY	$5,974,332	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$214,563,469	BOYAmt
EOY	$166,943,802	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$71,418,435	BOYAmt
EOY	$104,972,832	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$149,537,216	BOYAmt
EOY	$149,806,820	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$481,833,240	BOYAmt
EOY	$475,968,563	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$6,317,717	BOYAmt
EOY	$7,277,285	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$25,510,000	BOYAmt
EOY	$22,740,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$14,109,553	BOYAmt
EOY	$15,028,654	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$114,035	BOYAmt
EOY	$108,972	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$46,051,305	BOYAmt
EOY	$45,154,911	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$725,715	BOYAmt
EOY	-$10,590,214	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$96,700,872	BOYAmt
EOY	$85,871,232	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$339,806,778	BOYAmt
EOY	$355,532,634	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$435,781,935	BOYAmt
EOY	$430,813,652	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$481,833,240	BOYAmt
EOY	$475,968,563	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$34,105,081	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$38,298,654	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$774,710	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$39,505,200	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$44,574,176	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$34,817,846	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$33,051,328	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,383,683	CurrentTaxYearAmt
Total	$194,332,233	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$39,505,200	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$44,574,176	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$34,817,846	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$33,051,328	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,383,683	CurrentTaxYearAmt
Total	$194,332,233	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$2,996,455	SubstantialContributorsTotAmt
Public Support Total170	$191,335,778	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,329,883	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,000,357	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,827,124	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,710,287	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,761,282	CurrentTaxYearAmt
Total	$37,628,933	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$231,961,166	TotalSupportAmt
Gross Receipts Rltd Activities	$44,187,094	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.82490	PublicSupportCY170Pct
Public Support PY170	0.81910	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Form4720 Filed Section4955 Tax	false	Form4720FiledSection4955TaxInd
Correction Made	false	CorrectionMadeInd

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,075	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,075	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$55,854,477	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$55,855,552	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Form4720 Filed	false	Form4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$66,002	CurrentYearMinus3Amt
Current Year Minus2	$47,774	CurrentYearMinus2Amt
Current Year Minus1	$34,696	CurrentYearMinus1Amt
Current Year	$1,075	CurrentYearAmt
Total	$149,547	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$51,136	CurrentYearMinus3Amt
Current Year Minus2	$30,030	CurrentYearMinus2Amt
Current Year Minus1	$30,000	CurrentYearMinus1Amt
Current Year	$1,075	CurrentYearAmt
Total	$112,241	TotalAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I-A, Line 1 - Direct and Indirect Political Campaign Activities	FormAndLineReferenceDesc
Explanation	Direct and Indirect Political Campaign Activities. The University of Connecticut Foundation does not participate in political campaigns.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$368,179,000	BeginningYearBalanceAmt
Contributions	$19,358,000	ContributionsAmt
Investment Earnings Or Losses	-$4,768,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$13,755,000	OtherExpendituresAmt
Administrative Expenses	$6,595,000	AdministrativeExpensesAmt
End Year Balance	$362,419,000	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$369,444,000	BeginningYearBalanceAmt
Contributions	$8,242,000	ContributionsAmt
Investment Earnings Or Losses	$7,957,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$12,749,000	OtherExpendituresAmt
Administrative Expenses	$4,715,000	AdministrativeExpensesAmt
End Year Balance	$368,179,000	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$330,178,000	BeginningYearBalanceAmt
Contributions	$11,719,000	ContributionsAmt
Investment Earnings Or Losses	$43,520,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$12,173,000	OtherExpendituresAmt
Administrative Expenses	$3,800,000	AdministrativeExpensesAmt
End Year Balance	$369,444,000	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$301,637,000	BeginningYearBalanceAmt
Contributions	$17,340,000	ContributionsAmt
Investment Earnings Or Losses	$25,956,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$11,127,000	OtherExpendituresAmt
Administrative Expenses	$3,628,000	AdministrativeExpensesAmt
End Year Balance	$330,178,000	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$303,625,000	BeginningYearBalanceAmt
Contributions	$11,132,000	ContributionsAmt
Investment Earnings Or Losses	$324,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$10,226,000	OtherExpendituresAmt
Administrative Expenses	$3,218,000	AdministrativeExpensesAmt
End Year Balance	$301,637,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00600	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.97700	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.01700	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	false	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$201,361	OtherCostOrOtherBasisAmt
Book Value	$201,361	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,372,170	OtherCostOrOtherBasisAmt
Depreciation	$2,474,642	DepreciationAmt
Book Value	$3,897,528	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$567,556	OtherCostOrOtherBasisAmt
Depreciation	$191,491	DepreciationAmt
Book Value	$376,065	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,179,503	OtherCostOrOtherBasisAmt
Depreciation	$1,037,246	DepreciationAmt
Book Value	$142,257	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,670,748	OtherCostOrOtherBasisAmt
Depreciation	$1,313,627	DepreciationAmt
Book Value	$1,357,121	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$5,974,332	TotalBookValueLandBuildingsAmt
Total Book Value Securities	$104,972,832	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt
Capital leases	$197,493
CSV - Life Insurance Policies	$560,438
Deferred Bond Issuance	$440,949
Endowment held for University	$12,645,294
Fund held in trust by others	$17,826,667
Investment in R&D
Limited Partnership Investments	$118,135,979

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$149,806,820	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Accrued Debt Service Interest	Desc
Amt	$108,972	Amt

Field	Value	IRS element (for citing)
Total Liability	$108,972	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$48,814,499	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$38,298,654	NetUnrealizedGainsInvstAmt
Other Revenue	-$3,307,741	OtherRevenueAmt
Revenue Not Reported	-$41,606,395	RevenueNotReportedAmt
Revenue Subtotal	$90,420,894	RevenueSubtotalAmt
Other Revenues Not Included	-$460,261	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$460,261	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$89,960,633	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$53,891,782	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$768,240	OtherExpensesIncludedAmt
Expenses Not Reported	$768,240	ExpensesNotReportedAmt
Expenses Subtotal	$53,123,542	ExpensesSubtotalAmt
Other Expenses Not Included	$2,732,010	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$2,732,010	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$55,855,552	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part IV, Line 2b: Explanation of escrow account liability	The Foundation is named as the trustee and remainder beneficiary of several charitable remainder trusts. In addition, the Foundation has entered into contracts with donors for charitable gift annuities for which the Foundation has accepted contributions. The present value of the liability for future payments is reflected on the Foundation's balance sheet.The Foundation has a contractual arrangement to act as the University's agent in managing the University's endowment assets ensuring consistent management of endowment assets that support the University regardless of entity ownership.
Part V, Line 4: Intended uses of the endowment fund.	The Foundation's endowment funds provide grants to the University of Connecticut. The grants may be used to provide scholarships to University of Connecticut students, compensation and research support for University of Connecticut faculty, and general program support for University of Connecticut academic and athletic programs. The use of all endowment funds is subject to any restriction placed on funds by donors. All disbursements are subject to the Foundation's policy on disbursements: including the amount of the expenditure must be reasonable, for a legitimate business purpose, and with no private benefit.
Part XII, Line 2d: Other expenses and losses per audited F/S	Event Expense $460261 R&D Expense $307979
Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S	Investment Fees $2732010

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe	Investments	$11,781,724
Central America and the Caribbean	Investments	$11,455,083
Europe	Fundraising	$56,346
North America	Fundraising	$64,116

Field	Value	IRS element (for citing)
Subtotal Spent	$23,357,269	SubtotalSpentAmt
Total Spent	$23,357,269	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 3f - Method of Accounting	FormAndLineReferenceDesc
Explanation	Foreign expenditures are separately identified on the organization's books and records.	ExplanationTxt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
Ruffalo Noel Levitz
PO Box 3018	Cedar Rapi	IA	52406	Phone Solicitat	false	$631,755	$345,370	$286,385
Gold Orluk &
Partners LLC	Avon	CT	06001	Event Planner	false	$364,033	$75,592	$288,441

Field	Value	IRS element (for citing)
Total Gross Receipts	$995,788	TotalGrossReceiptsAmt
Total Retained By Contractors	$420,962	TotalRetainedByContractorsAmt
Total Net To Organization	$574,826	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NE	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WY	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	White Coat Gala	Event1Nm
Gross Receipts Event1	$449,050	GrossReceiptsEvent1Amt
Charitable Contri Event1	$343,580	CharitableContriEvent1Amt
Gross Revenue Event1	$105,470	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$2,071	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$68,612	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$92,315	FoodAndBeverageEvent1Amt
Entertainment Event1	$3,575	EntertainmentEvent1Amt
Event2	Calhoun Cardiology Gold Fund	Event2Nm
Gross Receipts Event2	$274,940	GrossReceiptsEvent2Amt
Charitable Contri Event2	$193,878	CharitableContriEvent2Amt
Gross Revenue Event2	$81,062	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$24,994	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$50,710	RentFacilityCostsEvent2Amt
Other Direct Expenses Event2	$4,245	OtherDirectExpensesEvent2Amt
Other Events Total	12	OtherEventsTotalCnt
Gross Receipts Other Events	$542,714	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$332,838	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$209,876	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$39,823	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$123,217	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$49,324	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$1,375	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$1,266,704	GrossReceiptsTotalAmt
Charitable Contributions Tot	$870,296	CharitableContributionsTotAmt
Gross Revenue Total Events	$396,408	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$66,888	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$242,539	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$141,639	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$3,575	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$5,620	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$460,261	DirectExpenseSummaryEventsAmt
Net Income Summary	-$63,853	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	University of Connecticut	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	352 Mansfield Road Unit 2048	AddressLine1Txt
City	Storrs	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06269	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	060772160	RecipientEIN
Cash Grant	$33,337,970	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Additional Supplemental Information	FormAndLineReferenceDesc
Explanation	Fund Administration staff receives appropriate documentation prior to making disbursements to ensure compliance with grant restrictions, and to ensure such disbursements are reasonable.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd
Rebuttable Presumption Proc	false	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt
Brian Otis
VP Development and Campaign	$203,696	$7,500	$17,559	$19,554	$248,309
Deborah Cunningham
VP, Advancement Services and AG	$183,919	$7,500	$15,723	$6,143	$213,285
Derek Slap
AVP External Relat	$163,467		$13,321	$19,523	$196,311
Frank Gifford
AVP Development	$170,941	$3,000	$14,655	$20,444	$209,040
Gerald Ganz
VP of Finance	$177,124		$14,538	$31,367	$223,029
Jennifer Grey
AVP of Health Scie	$147,431	$2,000	$12,274	$7,500	$169,205
John Martin
Former President and CEO	$324,137				$324,137
Josh Newton
President	$391,966	$94,075	$21,200	$9,830	$517,071
Melissa Maynard
Former CFO, Controller	$123,859		$10,329	$20,212	$154,400
Suzanne O'Conor
Legal Counsel	$194,145	$15,000	$17,629	$3,199	$229,973
Thomas Scarlett
System Architect	$137,302		$11,319	$20,212	$168,833

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 7: Non-Fixed payments not listed above	FormAndLineReferenceDesc
Explanation	The Foundation may give performance based awards based on formal review and with approval of Foundation management and board.The payment to John Martin relates to a deferred compensaton plan established under Section 457(f). The amount became payable after a two year covenant not to compete.	ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CHEFA
A	060806186	20774UJD8	2007-01-23	$7,252,762	Refunding Series A	false	false	false
CHEFA
B	060806186	000000000	2013-04-24	$20,000,000	Construction project	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	Capital ExpendituresCapitalExpendituresAmt
A	$2,315,000	$7,974,994	$502,944	$236,705	$7,235,346	false	Yes (true)	Yes (true)	Yes (true)
B	$2,500,000	$20,000,000		$270,526		false	false	Yes (true)	Yes (true)	$19,729,474

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	false	false	false	Yes (true)
B	false	false	false	false	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	No Rebate DueNoRebateDueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	false	false	false	false	Yes (true)
B	Yes (true)		false	false	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part VI	FormAndLineReferenceDesc
Explanation	Part IV 3c Arbitrage - the rebate calculation was completed in February 2012 and no rebate was due.	ExplanationTxt

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Noncash Contributions Rpt F990	$283,340	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Resale Value	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	131	ContributionCnt
Noncash Contributions Rpt F990	$8,679,250	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market Value	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$200,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Appraisal	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Desc	Paid Event	Desc
Contribution	6	ContributionCnt
Noncash Contributions Rpt F990	$23,949	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Sales price	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services Description	OTHER PROGRAM SERVICES 4: Program ServicesThe University of Connecticut Foundation, Inc. receives gifts on behalf of donors restricted to the support of programs at the University. Generally the expenditure is made to the vendor directly by the University with the Foundation then providing a grant to the University to fund the expenditure after receiving appropriate documentation. Occasionally the Foundation will pay the vendor directly. OTHER PROGRAM SERVICES 5: The University of Connecticut provides payment to the Foundation for fund-raising and development expenses. The Foundation also earns a fee for management of endowment funds held by the University.
Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee	The Foundation Board has given the Executive Committee that consists of the Chair, Vice Chair, Chair of the Nominating and Board Governance Committee, Foundation President, and three or more at-large Board Members full power and authority as the Board. The Executive Committee may meet and exercise all such powers and authority in the interim between the meetings of the Board. The Executive Committee may not fill Board vacancies, amend certificate of incorporation, adopt amend or repeal bylaws, approve plan for merger, approve sale, lease, exchange or other disposition of all, or substantially all, of the property, approve a proposal to dissolve the Corporation.
Form 990, Part VI, Line 11b: Form 990 Review Process	The Form is prepared by the Foundation and reviewed by management and the Foundation's Audit Committee. The Form is provided to the entire Board before it is filed.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	Annually the Foundation's board members, officers and employees are sent a copy of the Foundation's Conflict of Interest questionnaire that they are required to complete and return to the Foundation. The responses are then reviewed by the Foundation's in-house legal counsel, with any potential conflicts reviewed with the Nominating and Governance Committee of the Board and the full Board as appropriate.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management	The Foundation's salary structure is market-driven and undergoes a rigorous, periodic review under which compensation levels are compared to organizations of similar size and mission. The salaries and benefits of the UCONN Foundation's officers and key employees are subject to approval in advance of payment by a majority of disinterested directors on the HR Committee of the Board of Directors and subsequently by a majority of disinterested directors on the Executive Committee of the Board of Directors. The officers and key employees are not in a position of control with respect to either Committee. The Committees rely on appropriate comparability data in determining the reasonableness of the compensation packages. Minutes adequately documenting the basis for the HR Committee and the Executive Committee's decisions are maintained. The approval of compensation packages occurs in June for compensation to be paid in the subsequent fiscal year.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees	See 15a
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	The Foundation's financial statements and conflict of interest policy are posted on the Foundation's web site and on the Electronic Municipal Market Access system (EMMA), which is available to the public. The Foundation also posts an annual report and annual debt filing on EMMA. The Foundation's Articles of incorporation, IRS Determination Letter and By-laws are available upon request.
Other Changes In Net Assets Or Fund Balances - Other Decreases	Bad Debt Expense = -$577262
Other Changes In Net Assets Or Fund Balances - Other Increases	Change in net assets not owed = $109000
Other Changes In Net Assets Or Fund Balances - Other Decreases	R&D Expense = -$307979
Other Changes In Net Assets Or Fund Balances - Other Increases	R&D Revenue = $1531
Form 990, Part III, Line 1	The mission of The University of Connecticut Foundation, Inc. is to solicit, receive, invest and administer gifts and financial resources from private sources for the benefit of all campuses and programs of the University of Connecticut. The Foundation operates exclusively to promote the educational, scientific, cultural, research and recreational objectives of the University of Connecticut. As the primary fund-raising vehicle to solicit and administer private gifts and grants to enhance the University's mission, the Foundation supports the University's pursuit of excellence in teaching, research, and public service.
Part V, Question 4 b	Foreign countries which an account with a financial interest in was located duringthe calendar year:Bermuda, Canada, Cayman Islands, and Ireland.
Schedule G Part II Fundraising Events	As required, the Foundation is reporting all events that had income or expenses during the fiscal year. It is possible that some events may have taken place in the prior fiscal year or will be held in a future year. As a result, revenue or expense amounts reported for an event may not be final or portions may have been reported in the prior year.
Schedule R - Related Organizations	While the mission of the Foundation is to support the University, under IRS instructions the University does not meet the definition of a "related organization". The Foundation has ten ex-officio board members, six of whom serve by virtue or their position as a University employee. None of the six University employees are counted in determining quorum and none are entitled to vote on matters before the Board. No compensation is paid by the Foundation for their service as directors.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	EINEIN	Share Of Total IncomeShareOfTotalIncomeAmt	OwnershipOwnershipPct
Charitable Remainder Trust 10
2390 Alumni Drive	Storrs	CT	06269	Development	CT	N/A	Trust	false
UCONN Research and Development Corp
400 Farmington Ave	Farmington	CT	06032	Start ups	CT	N/A	C corp	Yes (true)	061145567	$1,500	1.00000

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd