2014-02-13T14:56:40-05:00 2013-06-30 PricewaterhouseCoopers LLP 1301 K STREET NW SUITE 800W WASHINGTON DC 20005 990 2012-07-01 311678679 UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC % PAMELA HECKLER UNIV 4107063386 620 W LEXINGTON STREET Suite 2ND FLR BALTIMORE MD 212011508 MICHAEL B DOWDY 4107063386 2014-02-13 true 2024141000 2012 2015-11-30 17:44:51Z MICHAEL B DOWDY 620 LEXINGTON STREET BALTIMORE MD 212011508 77671641 false X WWW.UMARYLAND.EDU/UMBF X 1999 MD SEE SCHEDULE O 30 28 0 63 0 33925793 33033360 354116 307966 7332305 9895405 263327 162759 41875541 43399490 15138531 16011501 0 0 0 0 0 0 950644 7240498 7948625 22379029 23960126 19496512 19439364 197588137 217050290 4111449 2835164 193476688 214215126 X THE PRIMARY MISSION OF THE UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION, INC. IS TO SOLICIT AND RECEIVE CONTRIBUTIONS, GIFTS, AND GRANTS FROM THE GENERAL PUBLIC AND TO HOLD, INVEST, AND ADMINISTER THESE FUNDS AND PAY EXPENDITURES FOR THE BENEFIT OF THE UNIVERSITY OF MARYLAND IN BALTIMORE. false false 1789023 934756 35794 THE UMB FOUNDATION MANAGES AND INVESTS PRIVATE GIFTS AND/OR PROPERTY FOR THE BENEFIT OF THE UNIVERSITY OF MARYLAND IN BALTIMORE (UMB), FACILITATES FUNDRAISING PROGRAMS AND CONTRIBUTIONS FROM PRIVATE SOURCES, AND ENGAGES IN OTHER ACTIVITIES TO FURTHER EDUCATIONAL, RESEARCH AND SERVICE MISSIONS OF UMB. UMB IS MARYLAND'S PUBLIC ACADEMIC HEALTH AND LAW UNIVERSITY DEVOTED TO PROFESSIONAL AND GRADUATE EDUCATION, RESEARCH, PATIENT CARE, AND PUBLIC SERVICE. UMB INCLUDES THE SCHOOLS OF MEDICINE, LAW, PHARMACY, DENTISTRY, NURSING, PUBLIC HEALTH, AND SOCIAL WORK, THE HEALTH SCIENCES & HUMAN SERVICES LIBRARY, AND THE NATIONAL MUSEUM OF DENTISTRY. USING STATE-OF-THE-ART TECHNOLOGICAL SUPPORT, UMB EDUCATES LEADERS IN HEALTH CARE DELIVERY, BIOMEDICAL SCIENCES, SOCIAL SERVICES, AND LAW. BY CONDUCTING INTERNATIONALLY RECOGNIZED COLLABORATIVE RESEARCH TO CURE DISEASE AND TO IMPROVE THE HEALTH, SOCIAL FUNCTIONING AND TREATMENT OF THE PEOPLE IT SERVES, THE UNIVERSITY FOSTERS ECONOMIC DEVELOPMENT IN THE CITY, STATE AND REGION. UMB IS A MAJOR EMPLOYER IN BALTIMORE, GENERATING $15 IN ECONOMIC ACTIVITY FOR EVERY $1 OF STATE GENERAL FUNDS INVESTED IN FY 2013. UMB WAS AWARDED OVER $479.8 MILLION IN RESEARCH AND GRANT FUNDING. 12295315 9898072 223922 THE UMB FOUNDATION SUPPORTS ACADEMIC PROGRAMS, CLINICAL ACTIVITIES AND RESEARCH IN THE UMB SCHOOL OF MEDICINE (SOM). ESTABLISHED IN 1807, SOM IS THE FIRST PUBLIC AND FIFTH OLDEST MEDICAL SCHOOL IN THE U.S. AND THE FIRST TO INSTITUTE A RESIDENCY TRAINING PROGRAM. IN 2013, THE SOM GRADUATED 158 NEW MEDICAL DOCTORS WHO JOINED THE RANKS OF MORE THAN 13,000 LIVING ALUMNI. A SIGNIFICANT NUMBER, 43 PERCENT, HAVE CHOSEN TO CONTINUE THEIR TRAINING IN PRIMARY CARE FIELDS. THIS PAST YEAR, THE SOM ADMITTED ONE OF THE STRONGEST ACADEMIC CLASSES IN ITS HISTORY. MORE THAN HALF OF THE PRACTICING PHYSICIANS IN MARYLAND RECEIVE THEIR TRAINING AT THE SOM OR ITS CLINICAL PARTNER, THE UNIVERSITY OF MARYLAND MEDICAL CENTER. THE SCHOOL'S CONTINUING EDUCATION PROGRAMS SERVE MORE THAN 29,000 PHYSICIANS AND OTHER HEALTH PROFESSIONALS ANNUALLY. THE SOM IS COMMITTED TO THE EDUCATION AND TRAINING OF MD, PHD, GRADUATE, PHYSICAL THERAPY, AND REHABILITATION SCIENCE AND MEDICAL RESEARCH TECHNOLOGY STUDENTS. 3558268 2713547 5190 THE UMB FOUNDATION SUPPORTS ACADEMIC PROGRAMS AND CLINICAL AND RESEARCH ACTIVITIES IN THE UNIVERSITY OF MARYLAND FRANCIS KING CAREY SCHOOL OF LAW (CAREY SOL). ESTABLISHED IN 1816, THE CAREY SOL BEGAN REGULAR INSTRUCTION IN 1824. IT IS THE THIRD OLDEST LAW SCHOOL IN THE NATION, BUT ITS INNOVATIVE PROGRAMS MAKE IT ONE OF THE LIVELIEST AND MOST DYNAMIC TODAY. THE CAREY SOL'S EXPERIENTIAL PROGRAMS ARE AMONG THE MOST EXTENSIVE IN THE COUNTRY, INCLUDING THE NATIONALLY RECOGNIZED CLINICAL LAW PROGRAM. INTERDISCIPLINARY SPECIALTY PROGRAMS ARE OFFERED IN ENVIRONMENTAL LAW AND LAW AND HEALTH CARE. OTHER PROGRAMS INCLUDE ADVOCACY, ALTERNATIVE DISPUTE RESOLUTION, BUSINESS LAW, CLINICAL LAW, INTELLECTUAL PROPERTY LAW AND INTERNATIONAL AND COMPARATIVE LAW. THE CAREY SOL SEEKS TO PROMOTE A MORE JUST SOCIETY BY EDUCATING OUTSTANDING LAWYERS BY ADVANCING THE UNDERSTANDING OF LAW AND LEGAL INSTITUTIONS AND BY ENHANCING ACCESS TO JUSTICE. A CROSS-CULTURAL COMPONENT WILL EXPAND THE LAW SCHOOL'S CLINICAL PROGRAM TO DISADVANTAGED COMMUNITIES ACROSS THE COUNTRY AND THE GLOBE. EXCELLENCE IN TEACHING PREPARES STUDENTS FOR PRODUCTIVE LEADERSHIP AND PROFESSIONAL SUCCESS IN A WIDE RANGE OF CAREERS AND PROMOTES IN BOTH STUDENTS AND FACULTY THE HIGHEST STANDARD OF PUBLIC AND PROFESSIONAL SERVICE. 977506 764862 14697 NURSING (SEE SCHEDULE O) 815902 443468 11097 PHARMACY (SEE SCHEDULE O) 1253193 959672 15526 SOCIAL WORK (SEE SCHEDULE O) 724819 297124 1740 DENTISTRY (SEE SCHEDULE O) 3771420 2465126 43060 21414026 true true false false false false false false false true false true false false true true true false false false true false false false true false false true true true false false false false false false false false true false false false false false false false false true 158 0 true 0 false false false false false true true false false false false X 30 28 false false false false false false false true true false false true true true true true true false false false AK AZ CA CO DC KY ME MD MA MI MN NH NJ NY OH OK OR SC UT WA X X PAMELA HECKLER 4107063386 620 LEXINGTON STREET BALTIMORE MD 212011508 X JANET S OWENS 1.0 0.0 X X 0 0 0 EDWARD J BRODY 1.0 0.0 X X 0 0 0 JAMES A EARL 1.0 0.0 X X 0 0 0 HAROLD E CHAPPELEAR 0.5 0.0 X 0 0 0 CHARLES W COLE JR 1.0 0.0 X 0 0 0 JAMES D'ORTA 0.5 0.0 X 0 0 0 MORTON P FISHER JR 0.5 0.0 X 0 0 0 BRIAN J GIBBONS 0.5 0.0 X 0 0 0 JOSEPH R HARDIMAN 1.0 0.0 X 0 0 0 DAVID H HILLMAN 0.5 0.0 X 0 0 0 SANDRA S HILLMAN 0.5 0.0 X 0 0 0 RICHARD J HIMELFARB 0.5 0.0 X 0 0 0 WALLACE J HOFF 0.5 0.0 X 0 0 0 KEMPTON M INGERSOL 1.0 0.0 X 0 0 0 DONALD M KIRSON 0.5 0.0 X 0 0 0 HARRY C KNIPP 0.5 0.0 X 0 0 0 KYLE P LEGG 1.0 0.0 X 0 0 0 THOMAS P O'NEILL 1.0 0.0 X 0 0 0 THEO C RODGERS 0.5 0.0 X 0 0 0 DONALD E ROLAND 0.5 0.0 X 0 0 0 DEVY PATTERSON RUSSELL 0.5 0.0 X 0 0 0 ALAN S SILVERSTONE 0.5 0.0 X 0 0 0 FREDERICK G SMITH 0.5 0.0 X 0 0 0 C WILLIAM STRUEVER 0.5 0.0 X 0 0 0 RICHARD L TAYLOR 0.5 0.0 X 0 0 0 JOHN C WEISS III 1.0 0.0 X 0 0 0 GARLAND O WILLIAMSON 0.5 0.0 X 0 0 0 WILLIAM T WOOD 1.0 0.0 X 0 0 0 DONALD N BROTMAN 0.5 0.0 X 0 0 0 PETER S GREENLEAF 0.5 0.0 X 0 0 0 MICHAEL B DOWDY 20.0 0.0 X X 0 0 0 JUDITH S BLACKBURN 20.0 0.0 X X 0 0 0 T SUE GLADHILL 20.0 0.0 X X 0 0 0 0 false false true COMMUNITY COUNSELLING SERVICE CO LL PO BOX 824885 PHILADELPHIA PA 19182 CONSULT/FUNDRAISING 357000 HILTON BALTIMORE CONVENTION CENTER 410 WEST PRATT STREET BALTIMORE MD 21201 PGRM EVENT SERVICE 203634 EVENTEQ LLC 9529 GERWIG LANE SUITE T COLUMBIA MD 21046 PGRM EVENT SERVICE 152029 CENTERPLATE AT BALTIMORE CONVENTION 1 WEST PRATT STREET BALTIMORE MD 21201 CONFERENCE/SEMINAR 140712 PRICEWATERHOUSECOOPERS LLP PO BOX 7247-8001 PHILADELPHIA PA 19170 ACCOUNTING 121857 5 74184 0 396419 0 0 32562757 2232976 33033360 CONFERENCES/EDUCATIONAL PROGRAMS 611710 224932 224932 0 0 CONTRACTS & PUBLICATION 611710 58455 58455 0 0 ALUMNI,FACULTY, AND STAFF FUNCTIONS 900099 24579 24579 0 0 307966 2527004 0 0 2527004 0 435 0 0 435 0 0 0 0 0 0 0 0 0 0 41475290 34106889 7368401 7368401 0 0 7368401 327586 396419 165262 162324 0 162324 0 0 0 0 0 0 0 0 0 43399490 307966 0 10058164 15751455 15751455 260046 260046 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2383752 873484 1091244 419024 107263 306 106950 7 129357 0 129357 0 0 0 0 0 0 0 1432558 1260311 172247 0 0 0 0 0 129369 99287 845 29237 179814 140131 5889 33794 119489 77481 20308 21700 0 0 0 0 145635 144943 0 692 448210 439777 860 7573 0 0 0 0 2200303 1997119 20450 182734 0 0 0 0 24568 0 21004 3564 0 0 0 0 44537 17570 24983 1984 PRINTING & PUBLICATIONS 169147 143783 1319 24045 EQUIP PURCHASE, RENT, REPAIRS 49082 49082 0 0 OTHER EXPENSES 385541 159251 0 226290 23960126 21414026 1595456 950644 0 0 0 157014 23998378 29866525 0 0 0 0 0 0 0 0 0 0 0 0 0 6783824 6249377 162953492 178416973 0 0 0 0 3852443 2360401 197588137 217050290 3108741 1600761 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1002708 1234403 4111449 2835164 X 19113761 20128368 61143494 71015380 113219433 123071378 193476688 214215126 197588137 217050290 19439364 1299074 X false true X true false X 23452138 19288903 31062425 33925793 33033360 140762619 0 0 23452138 19288903 31062425 33925793 33033360 140762619 4007338 136755281 1498024 1772078 1939036 2131152 2527439 9867729 0 0 0 0 0 0 -9959 117583 281039 249197 162324 800184 151430532 1233416 0.90309 0.91580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130171416 10686051 8146506 2309726 136621 1637121 144920505 123684056 10162565 918532 2514541 416075 1663121 130171416 95545584 16198518 14592880 1445322 52254 1155350 123684056 82012328 6126908 9541675 1141016 196392 797919 95545584 101603860 7335523 -22784909 2243055 213697 1685394 82012328 0.04000 0.96000 0.00000 false false USMF INVESTMENTS 172042991 F LANX OFFSHORE PRTNRS (QP) LTD 1630682 F MCKENZIE MEADOWS INC. STOCK 1500000 F YIYU AND LERMA LLP 1341380 F COMMONFUND ENDOWMENT 1901920 F 178416973 0 TRUST & ANNUITY PAYMENT LIABILITIES 1234403 1234403 X 43468985 1299074 1299074 42169911 1229579 1229579 43399490 22730547 22730547 1229579 1229579 23960126 SCHEDULE D, PART V, LINE 4: ENDOWMENT ACCOUNTS ARE ESTABLISHED AND FUNDED BY DONORS IN SUPPORT OF PROGRAMS AT THE UNIVERSITY OF MARYLAND IN BALTIMORE. THESE ENDOWMENTS ARE PREDOMINANTLY PERMANENTLY RESTRICTED AND THEY HAVE VARIOUS PURPOSES INCLUDING SCHOLARSHIPS, PROFESSORSHIPS, LECTURESHIPS, CHAIRS, CAPITAL EXPENDITURES, AND RESEARCH ACTIVITIES. SCHEDULE D, PART X, LINE 2: THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SINCE THE FOUNDATION HAD NO MATERIAL UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE FASB ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY OF INCOME TAX POSITIONS. THIS GUIDANCE DEFINES THE THRESHOLD FOR RECOGNIZING TAX RETURN POSITIONS IN THE FINANCIAL STATEMENTS AS "MORE LIKELY THAN NOT" THAT THE POSITION IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THIS GUIDANCE ALSO PROVIDES GUIDANCE ON THE MEASUREMENT, CLASSIFICATION AND DISCLOSURE OF TAX RETURN POSITIONS IN THE FINANCIAL STATEMENTS. NO ASSET OR LIABILITY HAS BEEN RECORDED AS OF JUNE 30, 2013 AND 2012 FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE FISCAL YEAR ENDED JUNE 30, 2007. Sub-Saharan Africa 0 0 Program Services UNIVERSITY SUPPORT 96629 Central America and the Caribbean 0 0 Program Services UNIVERSITY SUPPORT 12553 East Asia and the Pacific 0 0 Program Services UNIVERSITY SUPPORT 93821 Middle East and North Africa 0 0 Program Services UNIVERSITY SUPPORT 9121 0 0 0 0 212124 212124 false false false false false false CICL FUNDRAISER 147179 80586 66593 0 0 0 0 0 56373 FUND FOR MED 312498 171104 141394 0 0 0 82786 10 264328 144729 119599 0 0 0 0 0 26103 724005 396419 327586 0 0 0 0 0 165262 165262 162324 true CENTRO DE LOS DERECHOS MIGRANTE INC PO BOX 025250 11540 MIAMI FL 33102 202588279 501(C)(3) 14730 PROGRAM SUPPORT DOMINICAN DENTAL PROJECT INC 1302 CONCOURSE DRIVE LINTHICUM MD 21090 454181744 501(C)(3) 14363 PROGRAM SUPPORT MEDICAL ALUMNI ASSOC OF THE UNIV OF MD 522 W LOMBARD STREET BALTIMORE MD 21201 520615433 501(C)(3) 8500 TRANSFER/PROGRAM SUPPORT PLANNED PARENTHOOD OF MARYLAND INC 330 NORTH HOWARD STREET BALTIMORE MD 21201 520607930 501(C)(3) 6240 CLINICAL SUPPORT SHOCK TRAUMA ASSOCIATES PA (STAPA) 11 S PACA ST STE 500 BALTIMORE MD 21201 521119350 501(C)(3) 283945 CLINICAL SUPPORT SOCIETY FOR SOCIAL WORK AND RESEARCH (SSWR) 11240 WAPLES MILL RD FAIRFAX VA 22030 133768131 501(C)(3) 6000 PROGRAM SUPPORT THE ALBERT SCHWEITZER FELLOWSHIP 330 BROOKLINE AVENUE BOSTON MA 02215 131982786 501(C)(3) 15071 PROGRAM SUPPORT U OF MD ORAL-MAXILLOFACIAL SURGERY ASSOCIATES PA 650 W BALTIMORE ST BALTIMORE MD 21201 521908293 501(C)(3) 8342 CLINICAL SUPPORT UNIVERSITY OF MARYLAND DERMATOLOGISTS PA 419 W REDWOOD ST BALTIMORE MD 21201 521726248 501(C)(3) 42420 CLINICAL SUPPORT UNIVERSITY OF MARYLAND FAMILY MEDICINE PA 29 S PACA STREET BALTIMORE MD 21201 521274266 501(C)(3) 34560 CLINICAL SUPPORT UNIVERSITY OF MARYLAND MEDICAL CTR (UMMC) 250 W PRATT ST BALTIMORE MD 21201 521362793 501(C)(3) 11025 CLINICAL SUPPORT UNIVERSITY OF MARYLAND MEDICAL SYS (UMMS) 22 S GREENE ST BALTIMORE MD 21201 521362793 501(C)(3) 33951 CLINICAL SUPPORT UNIV OF MARYLAND NEUROLOGY ASSOCIATES PA 110 S PACA ST 3RD FLR BALTIMORE MD 21201 521138284 501(C)(3) 16285 CLINICAL SUPPORT UNIV OF MARYLAND OBGYN ASSOCIATES PA 250 W PRATT ST STE 880 BALTIMORE MD 21201 520913438 501(C)(3) 5309 CLINICAL SUPPORT UNIV OF MARYLAND ORTHOPAEDIC ASSOCIATES PA 22 S GREENE ST BALTIMORE MD 21201 522122145 501(C)(3) 6752 CLINICAL SUPPORT UNIV OF MARYLAND PEDIATRIC ASSOCIATES PA 737 W LOMBARD ST BALTIMORE MD 21201 521182593 501(C)(3) 79884 CLINICAL SUPPORT UNIV OF MARYLAND SURGICAL ASSOCIATES PA 401 W REDWOOD ST BALTIMORE MD 21201 521557551 501(C)(3) 306862 CLINICAL SUPPORT UNIVERSITY OF MARYLAND BALTIMORE LOMBARD GREENE BALTIMORE MD 21201 526002033 115 12363840 EDUCATION/RESEARCH UNIV OF MD EMERGENCY MEDICINE ASSOCIATES PA 110 S PACA ST STE 200 BALTIMORE MD 21201 521403415 501(C)(3) 2418590 CLINICAL SUPPORT UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 104 AIRPORT RD CHAPEL HILL NC 27599 566001393 115 14838 TRANSFER/RSRCH SUPT 20 0 SCHOOL OF DENTISTRY SCHOLARSHIPS & AWARDS 20 24844 SCHOOL OF LAW SCHOLARSHIPS & AWARDS 20 51615 SCHOOL OF MEDICINE SCHOLARSHIPS & AWARDS 56 46518 SCHOOL OF NURSING SCHOLARSHIPS & AWARDS 2 80000 SCHOOL OF PHARMACY SCHOLARSHIPS & AWARDS 4 6350 SCHOOL OF SOCIAL WORK SCHOLARSHIPS & AWARDS 1 2500 PROGRAMMATIC ASSISTANCE SCHOLARSHIPS & AWARDS 10 48218 SCHEDULE I, PART I, LINE 2: THE ORGANIZATION ESTABLISHES SEPARATE ACCOUNTS TO HOUSE GRANT FUNDS DONATED PURSUANT TO A GRANT AGREEMENT TO PROVIDE SUPPORT FOR A PARTICULAR PROGRAM. THE GRANT AGREEMENT IS REVIEWED AND SIGNED BY THE ORGANIZATION'S TREASURER. THE EXPENDITURES FROM THE GRANT FUND ARE THEN MONITORED TO CONFIRM THAT MONIES ARE SPENT IN ACCORDANCE WITH THE BUDGET INCLUDED IN THE GRANT AGREEMENT. PERIODIC GRANT PROGRESS REPORTS AND FINANCIAL REPORTS ARE PREPARED UNDER THE DIRECTION OF THE PRINCIPAL INVESTIGATOR AND THEN REVIEWED AND SIGNED BY THE TREASURER. SUBJECT TO THE LANGUAGE IN THE GRANT AGREEMENT REMAINING FUNDS ARE RETURNED TO THE GRANTING ORGANIZATION. IN ADDITION, WE RECORD THE FEDERAL EMPLOYER IDENTIFICATION NUMBER AND INTERNAL REVENUE CODE SECTION UNDER WHICH THE TAX-EXEMPT STATUS WAS GRANTED FOR EACH GRANTEE. X X true true X false false false false false false false false false PART I, LINE 1A: THE DISCRETIONARY SPENDING ACCOUNT AVAILABLE TO THE PRESIDENT/CEO OF THE ORGANIZATION IS USED EXCLUSIVELY FOR BUSINESS-RELATED ACTIVITIES AND EACH EXPENDITURE IS REVIEWED BY THE TREASURER OF THE ORGANIZATION FOR APPROPRIATE USE. THE PRESIDENT/CEO IS ALSO PROVIDED A MEMBERSHIP IN A PRIVATE DINING AND MEETING ESTABLISHMENT FOR THE SOLE PURPOSE OF CONDUCTING FOUNDATION BUSINESS. AS THESE BENEFITS ARE PROVIDED FOR THE SOLE PURPOSE OF CONDUCTING FOUNDATION BUSINESS, THEY HAVE NOT BEEN INCLUDED IN TAXABLE COMPENSATION. PART II: FOR THE CALENDAR YEAR 2012, T. SUE GLADHILL RECEIVED COMPENSATION IN THE FORM OF SALARY AND BENEFITS FROM THE UNIVERSITY OF MARYLAND, A PORTION OF WHICH IS $109,487.67 AND $18,582.80 IN HER ROLE AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION. FOR THE CALENDAR YEAR 2012, JUDITH S. BLACKBURN RECEIVED COMPENSATION IN THE FORM OF SALARY AND BENEFITS FROM THE UNIVERSITY OF MARYLAND, A PORTION OF WHICH IS $99,727.00 AND $15,931.46 IN HER ROLE AS TREASURER AND CHIEF FINANCIAL OFFICER OF THE ORGANIZATION. NO OTHER OFFICER, DIRECTOR OR TRUSTEE RECEIVED COMPENSATION OR BENEFITS IN CONNECTION WITH SERVICE TO THE UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION. X 101 2224930 AVERAGE MKT HIGH/LOW X 1 8046 CASH EQUIVALENT false true false SCHEDULE M, PART I, LINE 9, COLUMN (B) THE ITEMS LISTED IN PART I, LINE 9, SECURITIES-PUBLICLY TRADED, REFERENCES THE NUMBER OF NON-CASH CONTRIBUTIONS. FORM 990, PART I, LINE 1: THE ORGANIZATION'S MISSION IS TO SOLICIT AND RECEIVE CONTRIBUTIONS AND GRANTS FROM THE GENERAL PUBLIC AND TO HOLD, INVEST, AND ADMINSTER THESE FUNDS AND PAY EXPENDITURES FOR THE BENEFIT OF THE UNIVERSITY OF MARYLAND IN BALTIMORE AND TO SERVE IN AN ADVISORY ROLE TO ITS PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B: A DRAFT VERSION OF FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE OF THE ORGANIZATION'S BOARD OF TRUSTEES. THIS COMMITTEE CONVENES TO REVIEW THE RETURN. ANY CORRECTIONS OR SUGGESTIONS ARE MADE TO THE DRAFT RETURN WHICH IS THEN MAILED TO ALL OF THE MEMBERS OF THE FULL BOARD OF TRUSTEES. UPON FORMAL APPROVAL BY THIS BODY, THE RETURN IS SIGNED BY A PUBLIC ACCOUNTING FIRM AND THE TREASURER OF THE ORGANIZATION AND ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE BY THE EXTENDED DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C: THE BOARD OF TRUSTEES AND OFFICERS OF THE ORGANIZATION ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A DISCLOSURE FORM ANNUALLY TO INDICATE ANYTHING THAT THEY PERCEIVE TO BE A CONFLICT AS DESCRIBED IN THE POLICY. THE PRESIDENT OF THE ORGANIZATION MAINTAINS A RECORD THAT INDICATES COMPLIANCE WITH THIS POLICY BY EACH BOARD MEMBER WHICH IS THEN PROVIDED TO THE AUDIT & FINANCE COMMITTEES. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAINTAINS A PUBLIC DISCLOSURE FILE IN ITS OFFICE WHERE THE BOOKS AND RECORDS ARE MAINTAINED. THIS FILE CONTAINS IRS FORM 1023 APPLICATION OF RECOGNITION OF EXEMPTION AND THE PUBLIC DISCLOSURE VERSION OF IRS FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FOR THE THREE MOST RECENT FISCAL YEARS. THESE DOCUMENTS PLUS THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST & NEPOTISM POLICY, AND FINANCIAL STATMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART III, LINE 4D: THE UMB FOUNDATION SUPPORTS ACADEMIC PROGRAMS AND CLINICAL RESEARCH ACTIVITIES IN THE UNIVERSITY OF MARYLAND SCHOOL OF NURSING (UMSON). UMSON WAS FOUNDED IN 1889 AND IS ONE OF THE OLDEST AND LARGEST NURSING SCHOOLS IN THE NATION. THE SCHOOL ACHIEVES ITS MISSION TO SHAPE THE PROFESSION OF NURSING BY DEVELOPING NURSE LEADERS IN EDUCATION, RESEARCH, AND PRACTICE THROUGH EXCELLENT BACCALAUREATE, GRADUATE, AND CONTINUING EDUCATION PROGRAMS, CUTTING EDGE SCIENCE AND RESEARCH, AND INNOVATIVE CLINICAL ENTERPRISE. ITS 146 FACULTY ARE ALSO DEDICATED PRACTITIONERS. WITH AN AVERAGE ANNUAL ENROLLMENT OF MORE THAN 1,600 STUDENTS, 37% OF WHOM REPRESENT MINORITY/UNDERREPRESENTED POPULATIONS, UMSON IS THE LARGEST NURSING SCHOOL IN MARYLAND AND PRODUCES 41% OF THE STATE'S NURSING WORKFORCE. MORE THAN 19,000 ALUMNI SERVE AS CLINICAL PRACTICE, RESEARCH, EDUCATIONAL, AND POLICY LEADERS ACROSS THE COUNTRY. UMSON IS RANKED ELEVENTH AMONG ALL NURSING SCHOOLS NATIONALLY BY U.S. NEWS & WORLD REPORT AND FOUR OF ITS MASTER'S SPECIALTIES ARE RANKED IN THE TOP 10. THE SCHOOL CURRENTLY ENROLLS 1,745 STUDENTS, INCLUDING 641 BACCALAUREATE STUDENTS, 951 MASTERS STUDENTS, AND 146 DOCTORAL students - PhD (57) and DNP (89). THE UNIVERSITY OF MARYLAND SCHOOL OF PHARMACY, THE FOURTH OLDEST IN THE UNITED STATES, LEADS PHARMACY EDUCATION, SCIENTIFIC DISCOVERY, PATIENT CARE, AND COMMUNITY ENGAGEMENT IN THE STATE OF MARYLAND AND BEYOND. WITH AN ENROLLMENT OF NEARLY 700 DOCTOR OF PHARMACY AND GRADUATE STUDENTS, THE HIGHLY RANKED SCHOOL CONDUCTS CUTTING EDGE RESEARCH IN DRUG DELIVERY MECHANISMS, COST IMPACT STUDIES, BASIC DRUG DISCOVERY AND DEVELOPMENT, AND DISEASE MANAGEMENT, AND ENGAGES IN A WIDE VARIETY OF PROFESSIONAL PRACTICE ACTIVITIES, PARTNERING WITH OVER 200 COMMUNITY PHARMACIES, HOSPITALS, ASSISTED LIVING FACILITIES, AND OTHER AGENCIES TO PROVIDE SERVICES TO CITIZENS AND PRACTITIONERS AROUND THE STATE AND ACROSS THE NATION. THE UMB FOUNDATION SUPPORTS ACADEMIC PROGRAMS AND RESEARCH AND COMMUNITY WORK IN THE UNIVERSITY OF MARYLAND SCHOOL OF SOCIAL WORK (SSW). SSW'S MISSION IS TO DEVELOP LEADERS AND SCHOLARS TO ADVANCE THE WELL-BEING OF POPULATIONS AND COMMUNITIES AT RISK. SSW IS A HIGHLY-RANKED INSTITUTION THAT PRODUCES OUTSTANDING SOCIAL WORKERS WHOSE PRACTICE ADVANCES THE WELL-BEING OF ALL THE PEOPLE THEY SERVE. U.S. NEWS & WORLD REPORT RANKS THE SCHOOL 16TH IN THEIR 2012 LIST OF BEST GRADUATE SCHOOLS IN AMERICA. THE SCHOOL SERVES SOCIETY THROUGH THE DEVELOPMENT OF KNOWLEDGE IN EDUCATION, RESEARCH, SCHOLARSHIP, SERVICE INNOVATION, AND ADVOCACY. SSW WAS CREATED IN 1961 AND HAS GROWN TO BECOME ONE OF THE LARGEST AND MOST RESPECTED SCHOOLS OF SOCIAL WORK IN AMERICA. PART OF A PUBLIC UNIVERSITY IN A DIVERSIFIED STATE AND REGION, THE SCHOOL PROMOTES SOCIAL AND ECONOMIC JUSTICE IN ALL OF ITS ACTIVITIES. SSW PROVIDES 500,000 HOURS OF SOCIAL WORK SERVICES A YEAR WITHIN THE STATE OF MARYLAND AND SURROUNDING COMMUNITIES. THE STUDENT BODY CONCENTRATION BREAKOUT IS GENERALLY 80% CLINICAL AND 20% MACO (MANAGEMENT & COMMUNITY ORGANIZATION), THE LARGEST MACO CONCENTRATION PROGRAM IN THE COUNTRY. IN ADDITION TO THE SCHOOL'S ACADEMIC SIDE, SSW HAS MULTIPLE COMMUNITY SERVICE PROGRAMS. ONE EXAMPLE, SWCOS (SOCIAL WORK COMMUNITY OUTREACH SERVICES) ALLOWS STUDENTS TO PROVIDE THEIR FIELD SERVICE TO SMALL NON-PROFITS THROUGHOUT THE REGION AND THEN CONNECT THIS WORK BACK TO RESEARCH. THE UNIVERSITY OF MARYLAND SCHOOL OF DENTISTRY (SOD), FOUNDED IN 1840, IS THE FIRST DENTAL SCHOOL IN THE WORLD ESTABLISHING THE FIRST DOCTOR OF DENTAL SURGERY DEGREE IN 1841. AS THE ONLY DENTAL SCHOOL IN THE STATE OF MARYLAND, THE SOD PROVIDES ESSENTIAL DENTAL CARE FOR MORE THAN 30,000 RESIDENTS, MANY OF WHOM ARE UNDERSERVED. SOD SCIENTISTS,SPECIALIZING IN CANCER, PAIN AND MICROBIOLOGICAL RESEARCH, DISCOVER TREATMENTS THAT INFORM PATIENT CARE. THE SOD BUILDING, COMPLETED IN 2006, IS ONE OF THE MOST TECHNOLOGICALLY ADVANCED DENTAL EDUCATIONAL FACILITIES IN THE WORLD. THROUGH THE INNOVATIVE TECHNOLOGY BASED CURRICULUM, EACH CLASS OF 130 STUDENTS IS EQUIPPED WITH SKILLS TO EXCEL IN 21ST CENTURY DENTISTRY. UPON GRADUATION, SOD STUDENTS JOIN A NETWORK OF MORE THAN 7,000 ALUMNI WHO ARE LEADERS IN THE ORAL HEALTH CARE FIELD.