UNIVERSITY OF BALTIMORE FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF BALTIMORE FOUNDATION INC (EIN 23-7036780)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-02-14
IRS object ID: 201430459349300928
Schema version: 2012v2.1
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 D
Schedule G
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-02-14T13:48:26-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	520959934	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ELLIN & TUCKER CHARTERED	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 S CHARLES ST SUITE 1300	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21201	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	237036780	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	UNIVERSITY OF BALTIMORE FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	UNIV	NameControl
Phone	4108376148	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1130 N CHARLES STREET	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21201	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	STUART J SILBERG	Name
Title	BOARD CHAIRMAN	Title
Phone	4108376148	Phone
Date Signed	2014-02-07	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	SUSAN KELLER	Name
PTIN	P00245169	PTIN
Phone	4107275735	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	STUART J SILBERG	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	1130 N CHARLES STREET	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21201	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	13357281	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.UBFOUNDATION.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1969	YearFormation
State Legal Domicile	MD	StateLegalDomicile
Activity Or Mission Description	ESTABLISHED TO RAISE, MANAGE FUNDS, AND PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF BALTIMORE.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	31	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	31	NbrIndependentVotingMembers
Total Nbr Employees	5	TotalNbrEmployees
Total Nbr Volunteers	280	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	4334158	ContributionsGrantsPriorYear
Contributions Grants Current Year	8654694	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	57259	ProgramServiceRevenuePriorYear
Program Service Revenue CY	53572	ProgramServiceRevenueCY
Investment Income Prior Year	1344567	InvestmentIncomePriorYear
Investment Income Current Year	1274537	InvestmentIncomeCurrentYear
Other Revenue Prior Year	23839	OtherRevenuePriorYear
Other Revenue Current Year	4788	OtherRevenueCurrentYear
Total Revenue Prior Year	5759823	TotalRevenuePriorYear
Total Revenue Current Year	9987591	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	347467	SalariesEtcPriorYear
Salaries Etc Current Year	328868	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	148343	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	411265	TotalFundrsngExpCurrentYear
Other Expense Prior Year	2620773	OtherExpensePriorYear
Other Expenses Current Year	19382528	OtherExpensesCurrentYear
Total Expenses Prior Year	2968240	TotalExpensesPriorYear
Total Expenses Current Year	19859739	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	2791583	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-9872148	RevenuesLessExpensesCY
Total Assets BOY	66150847	TotalAssetsBOY
Total Assets EOY	61927711	TotalAssetsEOY
Total Liabilities BOY	650052	TotalLiabilitiesBOY
Total Liabilities EOY	3336012	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	65500795	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	58591699	NetAssetsOrFundBalancesEOY
Mission Description	TO RAISE AND MANAGE FUNDS AND TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF BALTIMORE. THE FOUNDATION PROVIDES LEADERSHIP, GUIDANCE, AND SUPPORT TO THE UNIVERSITY'S ADMINISTRATION IN ADVANCING THE MISSION AND VISION OF THE UNIVERSITY.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	18837824	Expense
Revenue	58360	Revenue
Description	ALL PROGRAM SERVICE EXPENSES AND DISTRIBUTIONS SUPPORT THE EDUCATIONAL ACTIVITIES OF THE UNIVERSITY OF BALTIMORE. THE FOUNDATION SUPPORTED INITIATIVES OF THE UNIVERSITY SUCH AS SCHOLARSHIPS, FACULTY SUPPORT, AND COMMUNITY OUTREACH PROGRAMS.	Description
Total Program Service Expense	18837824	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	1	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	1	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	9	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	5	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	31	NbrVotingGoverningBodyMembers
Number Independent Voting Members	31	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MD	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

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

Field	Value	IRS element (for citing)
Telephone Number	4108376148	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1130 N CHARLES STREET	AddressLine1
City	BALTIMORE	City
State	MD	State
ZIP Code	21201	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (35 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
ANTHONY S FUGETT
DIRECTOR	1.00	X	0	0	0
BARRY M CHASEN ESQ
DIRECTOR	1.00	X	0	0	0
CAROLYN H THALER ESQ
DIRECTOR	1.00	X	0	0	0
DAVID L THURSTON
DIRECTOR	1.00	X	0	0	0
DONALD C FRY ESQ
DIRECTOR	1.00	X	0	0	0
G LAWRENCE FRANKLIN
DIRECTOR	1.00	X	0	0	0
GEORGE J NEMPHOS ESQ
DIRECTOR	1.00	X	0	0	0
HARRY C STORM ESQ
DIRECTOR	1.00	X	0	0	0
HOLLY SADEGHIAN ESQ
DIRECTOR	1.00	X	0	0	0
JAMES P NOLAN ESQ
SECRETARY	1.00	X	0	0	0	X
JANA HOWARD CAREY ESQ
DIRECTOR	1.00	X	0	0	0
JEFFREY C GLOCK
EX-OFFICIO	1.00	X	0	0	0
JOAN M WORTHINGTON
DIRECTOR	1.00	X	0	0	0
JOHN F RIPLEY
DIRECTOR	1.00	X	0	0	0
KENNETH R SHUTTS ESQ
DIRECTOR	1.00	X	0	0	0
L CONTENT MCLAUGHLIN ESQ
DIRECTOR	1.00	X	0	0	0
LAURENCE M KATZ ESQ
DIRECTOR	1.00	X	0	0	0
MARIANNE HELLAUER ESQ
DIRECTOR	1.00	X	0	0	0
MARIE VAN DEUSEN ESQ
VICE CHAIR	1.00	X	0	0	0	X
MICHAEL L CURRY
CHAIR	1.00	X	0	0	0	X
PAUL C LATCHFORD ESQ
DIRECTOR	1.00	X	0	0	0
PETER G ANGELOS ESQ
DIRECTOR	1.00	X	0	0	0
PETER PINKARD
DIRECTOR	1.00	X	0	0	0
R THOMAS CRAWFORD
DIRECTOR	1.00	X	0	0	0
RENEE BRONFEIN ADES ESQ
DIRECTOR	1.00	X	0	0	0
RICHARD A SNELLINGER
DIRECTOR	1.00	X	0	0	0
RICHARD DAVISON
DIRECTOR	1.00	X	0	0	0
ROBERT L BOGOMOLNY
EX-OFFICIO	1.00	X	0	0	0
ROBERT RUSSEL
DIRECTOR	1.00	X	0	0	0
SAYRA WELLS MEYERHOFF
DIRECTOR	1.00	X	0	0	0
STUART J SILBERG
TREASURER	1.00	X	0	0	0	X
STUART M GOLDBERG ESQ
DIRECTOR	1.00	X	0	0	0
VERNON H C WRIGHT
EXEC VICE-PRESIDENT	1.00	X	0	0	0	X
JENNIFER SCHWARTZ
CFO	40.00		91094	0	12524	X
THERESA SILANSKIS
EXEC. DIR. EX-OFFICIO	40.00		0	0	0	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	91094	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	12524	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Government Grants	279779	GovernmentGrants
All Other Contributions	8374915	AllOtherContributions
Noncash Contributions	144634	NoncashContributions
Total Contributions	8654694	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	PROGRAM INCOME	Description
Business Code	900099	BusinessCode
Total Revenue Column	53572	TotalRevenueColumn
Related Or Exempt Function Income	53572	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	53572	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	652793	TotalRevenueColumn
Exclusion	$652,793	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	3991434	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	3369690	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	621744	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	621744	TotalRevenueColumn
Exclusion	$621,744	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS	Description
Business Code	900099	BusinessCode
Total Revenue Column	4788	TotalRevenueColumn
Related Or Exempt Function Income	4788	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	4788	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	9987591	TotalRevenueColumn
Related Or Exempt Function Income	58360	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$1,274,537	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	93845	Total
Program Services	18769	ProgramServices
Management And General	75076	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	159261	Total
Program Services	15926	ProgramServices
Management And General	143335	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	18301	Total
Management And General	18301	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	34951	Total
Program Services	3495	ProgramServices
Management And General	31456	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	22510	Total
Program Services	2251	ProgramServices
Management And General	20259	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	10166	Total
Program Services	3849	ProgramServices
Management And General	6317	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	31045	Total
Management And General	31045	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	148343	Total
Fundraising	148343	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	176695	Total
Management And General	176695	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	263088	Total
Program Services	213474	ProgramServices
Management And General	31989	ManagementAndGeneral
Fundraising	17625	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	25454	Total
Program Services	25062	ProgramServices
Management And General	392	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	41469	Total
Program Services	35689	ProgramServices
Management And General	5780	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	71949	Total
Program Services	9219	ProgramServices
Management And General	7082	ManagementAndGeneral
Fundraising	55648	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	6585	Total
Program Services	4614	ProgramServices
Management And General	1171	ManagementAndGeneral
Fundraising	800	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	326608	Total
Program Services	316658	ProgramServices
Management And General	9842	ManagementAndGeneral
Fundraising	108	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	13563	Total
Management And General	13563	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
LAW BUILDING EXPENSE	16618432	16618432	0	0
STUDENT/FACULTY SUPPORT	982893	982893	0	0
OTHER PROGRAM SUPPORT	488836	488836	0	0
MISCELLANEOUS	325745	98657	38347	188741

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	19859739	Total
Program Services	18837824	ProgramServices
Management And General	610650	ManagementAndGeneral
Fundraising	411265	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	18015191	BOY
EOY	10502713	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	962914	BOY
EOY	0	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	5757486	BOY
EOY	7886934	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	35	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	982594	BOY
EOY	1020607	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	55729	BOY
EOY	19500	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	6000	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	6000	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	27987488	BOY
EOY	29966013	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	11520858	BOY
EOY	12092660	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	868552	BOY
EOY	439284	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	66150847	BOY
EOY	61927711	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	534758	BOY
EOY	2884697	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	115294	BOY
EOY	451315	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	650052	BOY
EOY	3336012	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5693619	BOY
EOY	5491629	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	25148826	BOY
EOY	17678340	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	34658350	BOY
EOY	35421730	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	65500795	BOY
EOY	58591699	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	66150847	BOY
EOY	61927711	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-9872148	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	2963052	ReconciliationUnrealizedInvest
Reconcilation Other Changes	0	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3444682	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	11169244	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2636713	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4334158	CurrentTaxYearMinus1Year
Current Tax Year	8654694	CurrentTaxYear
Total	30239491	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3444682	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	11169244	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	2636713	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	4334158	CurrentTaxYearMinus1Year
Current Tax Year	8654694	CurrentTaxYear
Total	30239491	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	8623357	AmountsSubstContributorsTotal
Public Support Total170	21616134	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	360049	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	372067	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	492818	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	619227	CurrentTaxYearMinus1Year
Current Tax Year	652793	CurrentTaxYear
Total	2496954	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	293726	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	142846	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	113023	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	81098	CurrentTaxYearMinus1Year
Current Tax Year	58360	CurrentTaxYear
Total	689053	Total

Field	Value	IRS element (for citing)
Total Support	33425498	TotalSupport
Public Support Pertcentage170	0.64670	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.69980	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

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

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

Field	Value	IRS element (for citing)
Assets In Part X	439284	AssetsInPartX

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Collect Used For Loan Or Exch Prgrms	X	CollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale	0	SolicitedAssetsForSale

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	33862617	BeginningOfYearBalance
Contributions	1343328	Contributions
Investment Earnings Or Losses	3529302	InvestmentEarningsOrLosses
Other Expenditures	933154	OtherExpenditures
End Of Year Balance	37802093	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	34763479	BeginningOfYearBalance
Contributions	977973	Contributions
Investment Earnings Or Losses	-940223	InvestmentEarningsOrLosses
Other Expenditures	938612	OtherExpenditures
End Of Year Balance	33862617	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	30604245	BeginningOfYearBalance
Contributions	748437	Contributions
Investment Earnings Or Losses	4400470	InvestmentEarningsOrLosses
Other Expenditures	989673	OtherExpenditures
End Of Year Balance	34763479	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	27287968	BeginningOfYearBalance
Contributions	992177	Contributions
Investment Earnings Or Losses	2940372	InvestmentEarningsOrLosses
Other Expenditures	616272	OtherExpenditures
End Of Year Balance	30604245	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	33849791	BeginningOfYearBalance
Contributions	360069	Contributions
Investment Earnings Or Losses	-6921892	InvestmentEarningsOrLosses
End Of Year Balance	27287968	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.12510	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.87490	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.00000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	6000	OtherCostOrOtherBasis
Depreciation	6000	Depreciation
Book Value	0	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	0	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (3 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
PRIVATE EQUITY INVESTMENTS	7512689	F
INVESTMENT IN USMF	3570831	F
LIMITED PARTNERSHIP INTERESTS	1009140	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	12092660	TotalOfBookValueSecurities
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	12737250	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	2963052	NetUnrealizedGainsInvestments
Other Revenues	-36698	OtherRevenues
Revenue Not Rptd F990	2926354	RevenueNotRptdF990
Revenue Subtotal	9810896	RevenueSubtotal
Investment Expenses Not Included	176695	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	176695	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	9987591	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	20184327	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	568899	OtherExpensesIncluded
Expenses Not Rptd F990	568899	ExpensesNotRptdF990
Expenses Subtotal	19615428	ExpensesSubtotal
Investment Expenses Not Included2	176695	InvestmentExpensesNotIncluded2
Other Expenses Not Included	67616	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	244311	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	19859739	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (10 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
PART III, LINE 4:	ART AND HISTORICAL COLLECTIONS INCLUDE LIBRARY COLLECTIONS, POSTERS, PRINTS AND OTHER ARTIFACTS.
PART V, LINE 4:	THE FOUNDATION'S PERMANENT ENDOWMENT CONSISTS OF VARIOUS DONOR RESTRICTED FUNDS ESTABLISHED TO PROVIDE A SOURCE OF INCOME FOR ONGOING PROGRAMS, AS WELL AS SCHOLARSHIPS AND PROFESSORSHIPS.	DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
PART X, LINE 2:	THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING THEIR TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A MORE-LIKELY-THAN-NOT THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. THE ORGANIZATION FILES FEDERAL AND STATE INFORMATION RETURNS AND ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY MAJOR TAX AUTHORITIES FOR YEARS PRIOR TO 2009.	DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
	REVENUE FROM UNIVERSITY PROPERTIES, INC. BAD DEBT EXPENSE	PART XI, LINE 2D - OTHER ADJUSTMENTS:
	EXPENSES FROM UNIVERSITY PROPERTIES, INC.	PART XII, LINE 2D - OTHER ADJUSTMENTS:
	BAD DEBT EXPENSE	PART XII, LINE 4B - OTHER ADJUSTMENTS:
	PART XII, LINE 2D: REVENUE OF $30,918 FROM UNIVERSITY PROPERTIES, INC., AN AFFILIATE, IS INCLUDED IN THE AUDITED FINANCIAL STATEMENTS, BUT NOT INCLUDED IN THE FORM 990. BAD DEBTS OF $(67,616) IS INCLUDED IN REVENUE IN THE AUDITED FINANCIAL STATEMENTS, BUT AS AN EXPENSE IN THE FORM 990.
	PART XIII, LINE 2D: EXPENSES OF $568,899 FROM UNIVERSITY PROPERTIES, INC., AN AFFILIATE, ARE INCLUDED IN THE AUDITED FINANCIAL STATEMENTS, BUT NOT INCLUDED IN THE FORM 990.
	PART XIII, LINE 4B: BAD DEBTS OF $67,616 IS INCLUDED IN REVENUE IN THE AUDITED FINANCIAL STATEMENTS, BUT AS AN EXPENSE IN THE FORM 990.
	PART XI, LINE 10: THE AUDITED FINANCIAL STATEMENTS WERE PREPARED ON A CONSOLIDATED BASIS. THE CONSOLIDATED NET INCOME(LOSS) EQUALS ($7,447,077). THE NET LOSS FOR THIS ENTITY ON AN UNCONSOLIDATED BASIS IS ($6,909,096). THE DIFFERENCE IS ($537,981), OR THE EXCESS FOR UNIVERSITY PROPERTIES, INC., THE CONSOLIDATED ENTITY.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	X	MailSolicitations
Email Solicitations	X	EmailSolicitations
Phone Solicitations	X	PhoneSolicitations
In Person Solicitations	X	InPersonSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Agreement Ref Fundraising	0	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

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

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	65 KIRKWOOD NORTH ROAD SW	AddressLine1
City	CEDAR RAPIDS	City
State	IA	State
ZIP Code	52404	ZIPCode

Field	Value	IRS element (for citing)
Activity	TELEMARKETING	Activity
Fundraiser Control Of Funds	0	FundraiserControlOfFunds
Gross Receipts	232630	GrossReceipts
Amount Retained By Contractor	154065	AmountRetainedByContractor
Net To Organization	78565	NetToOrganization

Field	Value	IRS element (for citing)
Total Gross Receipts	232630	TotalGrossReceipts
Total Retained By Contractors	154065	TotalRetainedByContractors
Total Net To Organization	78565	TotalNetToOrganization
Licensed States	MD	LicensedStates
Licensed States	VA	LicensedStates

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	13	NumberOfContributions
Noncash Contribs Rptd F990	144634	NoncashContribsRptdF990
Method Of Determining Revenues	COMPARABLE SALES	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	0	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11	THE AUDIT AND EXECUTIVE COMMITTEES OF THE BOARD ARE AUTHORIZED TO REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. A COPY OF THE RETURN IS MADE AVAILABLE TO ALL BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST FORMS ARE REQUIRED TO BE COMPLETED AT THE BEGINNING OF THE FISCAL YEAR.
FORM 990, PART VI, SECTION B, LINE 15	THE COMPENSATION OF THE CFO WAS DETERMINED BASED ON MARKET FACTORS AND IN CONSULTATION WITH AN INDEPENDENT RECRUITING FIRM. THE EXECUTIVE DIRECTOR IS PAID BY THE UNIVERSITY AND AS SUCH IS SUBJECT TO THE UNIVERSITY'S COMPENSATION STRUCTURE.
FORM 990, PART VI, SECTION C, LINE 19	THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
PART XI, LINE 2C	THE AUDIT PROCESS WAS UNCHANGED FROM THE CURRENT YEAR, AND IS OVERSEEN BY THE AUDIT COMMITTEE.
SCHEDULE R, PART II:	PURCHASES, LEASES, AND HOLDS TITLE TO BOTH REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF THE FOUNDATION.	PRIMARY ACTIVITY OF UNIVERSITY PROPERTIES, INC.
SCHEDULE R, PART II:	PROMOTES, ORGANIZES, DEVELOPS, AND PRESENTS INFORMAL NON-CREDIT EDUCATIONAL SEMINARS TO THE GENERAL PUBLIC FOR EDUCATIONAL AND CHARITABLE PURPOSES.	PRIMARY ACTIVITY OF UNIVERSITY INSTITUTES, INC.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Direct Controlling Entity NADirectControllingEntityNA	Controlled OrgControlledOrg	Public Charity StatusPublicCharityStatus
UNIVERSITY PROPERTIES INC
1130 N CHARLES STREET	BALTIMORE	MD	21201	521040290	SEE SCHEDULE O	MD	501(C)(2)	N/A	0
UNIVERSITY INSTITUTES INC
1130 N CHARLES STREET	BALTIMORE	MD	21201	237439340	SEE SCHEDULE O	MD	501(C)(3)	N/A	0	12

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	0	DividendsRelatedOrganization
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	1	SharingOfFacilities
Sharing Of Paid Employees	1	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionType
UNIVERSITY PROPERTIES INC
N
UNIVERSITY INSTITUTES INC
N