UNIVERSITY OF ALASKA FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF ALASKA FOUNDATION (EIN 23-7394620)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-10
- IRS object ID
- 201201319349302835
- Schema version
- 2010v3.4
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T12:41:22-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237394620 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ALASKA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 9074508122 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 755120 | AddressLine1 |
| City | Fairbanks | City |
| State | AK | State |
| ZIP Code | 997755120 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jim Lynch | Name |
| Title | Treasurer | Title |
| Phone | 9074508121 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jim Lynch | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 755120 | AddressLine1 |
| City | Fairbanks | City |
| State | AK | State |
| ZIP Code | 997755120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44798841 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.alaska.edu/foundation | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | AK | StateLegalDomicile |
| Activity Or Mission Description | The mission of the University of Alaska Foundation is to seek, secure, and steward philanthropic support to build excellence at the University of Alaska. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 73441 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 16834492 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16672350 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 569227 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 615538 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2442521 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3691919 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -13795 | OtherRevenuePriorYear |
| Other Revenue Current Year | -32792 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19832445 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20947015 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13245937 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 13534839 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 542599 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2734564 | OtherExpensePriorYear |
| Other Expenses Current Year | 2877482 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15980501 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16412321 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3851944 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4534694 | RevenuesLessExpensesCY |
| Total Assets BOY | 172034720 | TotalAssetsBOY |
| Total Assets EOY | 193063352 | TotalAssetsEOY |
| Total Liabilities BOY | 3151076 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3062975 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 168883644 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 190000377 | NetAssetsOrFundBalancesEOY |
| Mission Description | The mission of the University of Alaska Foundation is to seek, secure and steward philanthropic support to build excellence at the University of Alaska. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13534839 | Expense |
| Grants | 13534839 | Grants |
| Revenue | 0 | Revenue |
| Description | The Foundation works in partnership with the University of Alaska's campus development offices to increase private support of programs and projects that are important to the University's 16 campuses, and to Alaska. Foundation staff support and serve the campus development staff in identifying, cultivating, soliciting, closing and stewarding private gifts. The Foundation solely manages the funds entrusted to it for the benefit of the University. In addition, the Foundation manages the investable assets of the University's Land Grant Trust Fund. The Foundation is responsible for gift acceptance, gift investment, and gift disbursement to the University. Great care is taken to ensure gifts are used in accordance with donors' wishes. More than 1450 separate named and endowed funds are managed and invested for the benefit of the University. In 2011, the Foundation distributed $13.5 million for the benefit of the University. Included in this amount was $2.8 million distributed for more than 1884 scholarships awarded by the University of Alaska. | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 13534839 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 1 | 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 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | AK | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | James Lynch | NamePerson |
| Telephone Number | 9074508030 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 910 Yukon Drive Suite 206 | AddressLine1 |
| City | Fairbanks | City |
| State | AK | State |
| ZIP Code | 99775 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
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 | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Susan Anderson | |||||||
| Trustee | 0.38 | X | 0 | 0 | 0 | ||
| Alison Browne | |||||||
| Trustee | 0.1 | X | 0 | 0 | 0 | ||
| Leo Bustad | |||||||
| Trustee | 1.04 | X | 0 | 0 | 0 | ||
| Lorali Carter | |||||||
| Trustee | 0.38 | X | 0 | 0 | 0 | ||
| Tom Case | |||||||
| Trustee | 0.38 | X | 0 | 0 | 0 | ||
| Theodore Fathauer | |||||||
| Trustee | 0.58 | X | 0 | 0 | 0 | ||
| Pat Gamble | |||||||
| Trustee | 0.25 | X | 0 | 191319 | 96902 | ||
| Gregory Gursey | |||||||
| Trustee | 0.92 | X | 0 | 0 | 0 | ||
| Mary Hughes | |||||||
| Trustee | 0.54 | X | 0 | 0 | 0 | ||
| John Hughes | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Thomas Jensen | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Wendy King | |||||||
| Trustee | 0.37 | X | 0 | 0 | 0 | ||
| Betsy Lawer | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| William MacKay | |||||||
| Trustee | 0.58 | X | 0 | 0 | 0 | ||
| Bob Mitchell | |||||||
| Trustee | 1.53 | X | 0 | 0 | 0 | ||
| Richard Mystrom | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Ann Parrish | |||||||
| Trustee | 0.73 | X | 0 | 0 | 0 | ||
| Karen Polley | |||||||
| Trustee | 0.38 | X | 0 | 0 | 0 | ||
| Mike Powers | |||||||
| Trustee | 0.19 | X | 0 | 0 | 0 | ||
| John Pugh | |||||||
| Trustee | 0.58 | X | 0 | 210383 | 19457 | ||
| Brian Rogers | |||||||
| Trustee | 0.38 | X | 0 | 269289 | 107145 | ||
| Grace Schaible | |||||||
| Trustee | 0 | X | 0 | 0 | 0 | ||
| Melody Schneider | |||||||
| Trustee | 0.96 | X | 0 | 0 | 0 | ||
| Arliss Sturgulewski | |||||||
| Trustee | 0.73 | X | 0 | 0 | 0 | ||
| Frances Ulmer | |||||||
| Trustee | 0 | X | 0 | 259856 | 33985 | ||
| Carolyne Wallace | |||||||
| Trustee | 0.54 | X | 0 | 0 | 0 | ||
| Kirk Wickersham | |||||||
| Trustee | 0.58 | X | 0 | 0 | 0 | ||
| Eric Wohlforth | |||||||
| Chairman | 1.26 | X | 0 | 0 | 0 | X | |
| Carla Beam | |||||||
| Secretary | 1.06 | X | 0 | 0 | 0 | X | |
| Mike Felix | |||||||
| Chairman | 1.1 | X | 0 | 0 | 0 | X | |
| Jo Michalski | |||||||
| Vice Chairman | 0.63 | X | 0 | 0 | 0 | X | |
| Mary Rutherford | |||||||
| UA Foundation President | 30 | 0 | 152645 | 39980 | X | ||
| James Lynch | |||||||
| Treasurer | 16 | 0 | 135536 | 19923 | X | ||
| Tamera Weaver | |||||||
| Chief Investment Officer | 30 | 0 | 108835 | 20797 | X | ||
| David Woodley | |||||||
| Advancement Services Director | 40 | 0 | 126911 | 22401 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1454774 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 360590 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Business Name Line2NameOfContractor/NameBusiness/BusinessNameLine2 |
|---|---|---|---|---|---|---|
| Callan Associates Inc | ||||||
| 101 California Street Suite 3500 | San Francisco | CA | 94111 | Investment Mgmt Services | 107000 | |
| James L Fisher | ||||||
| 3254 Meadow Run Drive | Venice | FL | 34293 | Institutional Review | 210435 | dba James L Fisher Ltd |
| University of Alaska | ||||||
| PO Box 756540 | Fairbanks | AK | 997756540 | Procurement of Staff | 2077877 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 51934 | MembershipDues |
| Fundraising Events | 289389 | FundraisingEvents |
| Related Organizations | 890000 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 15441027 | AllOtherContributions |
| Noncash Contributions | 248310 | NoncashContributions |
| Total Contributions | 16672350 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Associated Entity Service Fee | 523920 | 597340 | 597340 | 0 | $0 |
| Membership Revenue | 900099 | 9020 | 9020 | 0 | $0 |
| Student Investment Fund | 523920 | 9178 | 9178 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 615538 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2596734 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 220415 | UnrelatedBusinessRevenue |
| Exclusion | $2,376,319 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 732 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $732 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25695193 | Securities |
| Other | -946831 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23648781 | Securities |
| Other | 4396 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2046412 | Securities |
| Other | -951227 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1095185 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -146974 | UnrelatedBusinessRevenue |
| Exclusion | $1,242,159 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 159699 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 289389 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 197380 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -37681 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$37,681 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 5000 | GrossIncomeGaming |
| Gaming Direct Expenses | 891 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4109 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,109 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 426 | GrossSalesOfInventory |
| Cost Of Goods Sold | 378 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48 | TotalRevenueColumn |
| Related Or Exempt Function Income | 48 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20947015 | TotalRevenueColumn |
| Related Or Exempt Function Income | 615586 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 73441 | UnrelatedBusinessRevenue |
| Exclusion | $3,585,638 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13534839 | Total |
| Program Services | 13534839 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 423164 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 363370 | ManagementAndGeneral |
| Fundraising | 59794 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 496983 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 496983 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202759 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 202759 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1258493 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 902843 | ManagementAndGeneral |
| Fundraising | 355650 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 1000 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111508 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 62096 | ManagementAndGeneral |
| Fundraising | 49412 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93554 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 83170 | ManagementAndGeneral |
| Fundraising | 10384 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 15 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61286 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 43670 | ManagementAndGeneral |
| Fundraising | 17616 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107379 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 86997 | ManagementAndGeneral |
| Fundraising | 20382 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20885 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 20475 | ManagementAndGeneral |
| Fundraising | 410 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8771 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 8771 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Tuition/Registration | 18679 | 0 | 11269 | 7410 |
| Catering/Decor | 8180 | 0 | 4191 | 3989 |
| Subscription/Books | 5638 | 0 | 3379 | 2259 |
| Dues/Memberships | 10335 | 0 | 4902 | 5433 |
| Uncollectible Pledges | 39993 | 0 | 39993 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8860 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 8860 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16412321 | Total |
| Program Services | 13534839 | ProgramServices |
| Management And General | 2334883 | ManagementAndGeneral |
| Fundraising | 542599 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48696728 | BOY |
| EOY | 30648317 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13495945 | BOY |
| EOY | 13333204 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9772 | BOY |
| EOY | 777 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 889186 | BOY |
| EOY | 1128935 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39230 | BOY |
| EOY | 38852 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62493689 | BOY |
| EOY | 118414585 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45420520 | BOY |
| EOY | 28338574 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 464060 | BOY |
| EOY | 655793 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525590 | BOY |
| EOY | 504315 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172034720 | BOY |
| EOY | 193063352 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303283 | BOY |
| EOY | 299841 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1436809 | BOY |
| EOY | 1480394 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1410984 | BOY |
| EOY | 1282740 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3151076 | BOY |
| EOY | 3062975 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33832417 | BOY |
| EOY | 23424191 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62741974 | BOY |
| EOY | 79551909 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72309253 | BOY |
| EOY | 87024277 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168883644 | BOY |
| EOY | 190000377 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172034720 | BOY |
| EOY | 193063352 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4534694 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 16582039 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20870452 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29971488 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31195455 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16834492 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16672350 | CurrentTaxYear |
| Total | 115544237 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43337 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45504 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 47780 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 54980 | CurrentTaxYearMinus1Year |
| Current Tax Year | 54980 | CurrentTaxYear |
| Total | 246581 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20913789 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30016992 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31243235 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16889472 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16727330 | CurrentTaxYear |
| Total | 115790818 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 37948925 | AmountsSubstContributorsTotal |
| Public Support Total170 | 77841893 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4003014 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3631696 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2269150 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2114529 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2597466 | CurrentTaxYear |
| Total | 14615855 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -23515 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -95 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -70881 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -117527 | CurrentTaxYearMinus1Year |
| Current Tax Year | 73441 | CurrentTaxYear |
| Total | -138577 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 130268096 | TotalSupport |
| Gross Receipts From Admissions Etc | 3082158 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.59755 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.56050 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Schedule A, Part 1, Lines 5 and 7 - The Foundation qualifies for Public Charity Status by virtue of both fitting 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (in the latter case, with a public support percentage of 33.33% or greater). | GeneralExplanation |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 16412321 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 16412321 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 970616 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 242654 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 949025 | CurrentYearMinus1 |
| Current Year | 970616 | CurrentYear |
| Total | 3919641 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,879,462 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 4112 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 4112 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 237256 | CurrentYearMinus1 |
| Current Year | 242654 | CurrentYear |
| Total | 979910 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,469,865 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 112815560 | BeginningOfYearBalance |
| Contributions | 14467562 | Contributions |
| Investment Earnings Or Losses | 19335170 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3313940 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 1093982 | AdministrativeExpenses |
| End Of Year Balance | 142210370 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 92958433 | BeginningOfYearBalance |
| Contributions | 14541688 | Contributions |
| Investment Earnings Or Losses | 8021776 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1781961 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 924376 | AdministrativeExpenses |
| End Of Year Balance | 112815560 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 116479674 | BeginningOfYearBalance |
| Contributions | 13351507 | Contributions |
| Investment Earnings Or Losses | -27400698 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4302142 | GrantsOrScholarships |
| Other Expenditures | 3881270 | OtherExpenditures |
| Administrative Expenses | 1288638 | AdministrativeExpenses |
| End Of Year Balance | 92958433 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.23 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.77 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Hedged Funds | 9212860 | F |
| Real Estate | 284462 | F |
| Natural Resources Private Equity | 3541524 | F |
| Venture Capital Private Equity | 2486036 | F |
| Private Equity | 9110867 | F |
| Distressed Debt | 1762586 | F |
| Mezzanine Financing | 965547 | F |
| Commodities | 974692 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 28338574 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Total Revenue | 20947015 | TotalRevenue |
| Total Expenses | 16412321 | TotalExpenses |
| Excess Or Deficit For Year | 4534694 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 16283206 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $307,828 | OtherAmount |
| Total Adjustments | 16591034 | TotalAdjustments |
| Excess Or Deficit Per FS | 21125728 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 37487706 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 16283206 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 267835 | OtherRevenues |
| Revenue Not Rptd F990 | 16551041 | RevenueNotRptdF990 |
| Revenue Subtotal | 20936665 | RevenueSubtotal |
| Investment Expenses Not Included | 202759 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -192409 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 10350 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 20947015 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16361978 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 192409 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 192409 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16169569 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 202759 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 39993 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 242752 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16412321 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | Earnings on endowments are used to support the University of Alaska as specified by our donors including, but not limited to, scholarships, fellowships, professorships and department support. The University of Alaska and the Foundation are invested jointly in the Consolidated Endowment Fund. The University has 49% ownership and the Foundation has 51% ownership. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The foundation is an organization exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and is generally not subject to federal income taxes. Contributions to the foundation are deductible for tax purposes by the donor, subject to the normal limitations imposed by the taxing authorities. However, the foundation is subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purposes for which it was granted exemption. No income tax provision has been recorded from any unrelated trade or business. In the opinion of management any unrelated business income tax would be immaterial to the basic financial statements taken as a whole. The foundation recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in recognition or measurement are reflected in the period in which the change in judgment occurs. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Annual actuarial adjustment calculated on the charitable remainder trust liability $298,833. Land and building proceeds for $8,995. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Loss on pledges was reclassified to bad debt expense for <39,993>. Adjustment of remainder trust liability was reclassified to adjustment of fund balance for 298,833. Land and Building proceeds for 8,995. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Event expenses were included in the revenue section for <198,270>. Cost of goods sold were reported in the revenue section for <378>. Event expenses from outside sources were posted to increase revenue and expenses for 6,239. |
| SchD_P13_S00_L02d | Schedule D, Part XIII, Line 2d | Direct event expenses were reported in the revenue section for <192,031>. Cost of goods sold was reported in the revenue section of <378>. |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Loss on pledges was reclassified to uncollectible pledge expense for 39,993. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Specific Services Provided | None | SpecificServicesProvided |
| Total Expenditures | 8950830 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 8950830 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Dinner/Auction | NameOfEvent1 |
| Gross Receipts Event1 | 92930 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 71320 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 21610 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 13755 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 200 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 14108 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Dinner | NameOfEvent2 |
| Gross Receipts Event2 | 83563 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 53663 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 29900 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 16417 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 560 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 38518 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 7 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 163823 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 68961 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 94862 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 500 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 5650 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 36938 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 2775 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 54920 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 340316 | GrossReceiptsTotal |
| Charitable Contributions Total | 193944 | CharitableContributionsTotal |
| Gross Revenue Total Events | 146372 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 500 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 5650 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 67110 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3535 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 107546 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 184341 | DirectExpenseSummaryEvents |
| Net Income Summary | -37969 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Alaska | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 755000 | AddressLine1 |
| City | Fairbanks | City |
| State | AK | State |
| ZIP Code | 997755000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 926000147 | EINOfRecipient |
| IRC Section | 115 | IRCSection |
| Amount Of Cash Grant | 13422133 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 112706 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV on date property received | MethodOfValuation |
| Description Of Non Cash Assistance | Airline vouchers and auction items. | DescriptionOfNonCashAssistance |
| Purpose Of Grant | Scholarship and other Departmental Support for the University Programs. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | All grant funds provided to the university are required to include appropriate documentation providing details on expenditures, including authorized signature authority, and is reviewed for compliance with donor intentions. All scholarship requests are monitored by review of the criteria related to the scholarship, which provides assurance that the recipient meets eligibility requirements. Student progress is monitored to assure continued compliance with established criteria. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pat Gamble | |||||||||||||
| 0 | 160521 | 0 | 0 | 0 | 30797 | 0 | 23434 | 0 | 73830 | 0 | 288582 | 0 | 0 |
| John Pugh | |||||||||||||
| 0 | 206275 | 0 | 0 | 0 | 4108 | 0 | 3213 | 0 | 16425 | 0 | 230021 | 0 | 0 |
| Brian Rogers | |||||||||||||
| 0 | 259449 | 0 | 0 | 0 | 9840 | 0 | 33985 | 0 | 73999 | 0 | 377273 | 0 | 0 |
| Frances Ulmer | |||||||||||||
| 0 | 248000 | 0 | 0 | 0 | 11857 | 0 | 33985 | 0 | 181 | 0 | 294023 | 0 | 0 |
| Mary Rutherford | |||||||||||||
| 0 | 152525 | 0 | 0 | 0 | 120 | 0 | 22874 | 0 | 17528 | 0 | 193047 | 0 | 0 |
| James Lynch | |||||||||||||
| 0 | 132814 | 0 | 0 | 0 | 2722 | 0 | 19924 | 0 | 412 | 0 | 155872 | 0 | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6210 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market valuation | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 130872 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average Hi/Low | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Airline tickets | 1 | 55860 | Average ticket value |
| X | Various auction items | 183 | 55368 | FMV at date of donation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L00 | Identifier |
| Return Reference | Schedule M, Part I | ReturnReference |
| Explanation | Our organization is reporting the number of contributions received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L01a | Form 990, Part VI, Section A, Line 1a | The Executive Committee consists of no more than 6 members, who are also members of the governing body. The committee acts only during intervals between meetings of the Board of Trustees and may exercise all of the authority and powers of the Board of Trustees in the management of the affairs of the Foundation, with the exception that they may not amend the Bylaws. |
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Mary and John Hughes have a family relationship as well as a business relationship. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | The Accounting Manager prepares a detailed preliminary review of the Form 990 for the Foundation President, Treasurer, and Chief Investment Officer. At this meeting the staff will resolve issues and define key components of this filing. A full comprehensive review is performed by a paid consultant prior to the final executive summary presentation made to the Finance and Audit Committee during a regularly scheduled meeting. All trustees are invited to this presentation, and full copies of the Form 990 are posted and available for review on a secure section of the Foundation's website. In addition, the Form 990 is made available at the University of Alaska Foundation website within 10 days of filing, which is accessible by all board members as well as the general public. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The University of Alaska Foundation has a Conflict of Interest Policy which applies to board members, all committees, subcommittees, officers, employees and volunteers having board-delegated powers. This policy is distributed annually and each recipient reviews the policy, signs it and returns it to the Board Coordinator indicating either no conflicts or disclosing any existing or foreseeable conflicts. Any disclosures are then forwarded to the Executive Committee for review and action. The policy provides that potential conflicts are to be disclosed to the board, committee, officer or supervisor as soon as practicable after becoming aware of a potential conflict. If a conflict is disclosed in a meeting, the person of interest is asked to leave the meeting during the discussion of, and the vote on, the transaction or arrangement that results in the conflict. If appropriate, another person or committee may be appointed to investigate alternatives to the proposed transaction or arrangement. The nature of the potential conflict, the determination by the board or committee, and the details of any votes taken are documented in the minutes of the meeting. Any person violating the Conflict of Interest Policy shall be subject to appropriate discipline, including dismissal or removal from office. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The President of the University of Alaska Foundation also carries the title of Chief Development Officer for the University of Alaska, and as such, compensation is determined in conjunction with University. In determining compensation for this individual, the Vice President of University Relations at the University of Alaska collects market survey data and recommends a salary range. The compensation for this position is based on data from the College and University Professional Association for Human Resources (CUPA-HR). Additional resources include data from the Council for the Advancement and Support of Education, and The Association of Governing Boards for Colleges and Universities. The Vice President of University Relations reviews the compensation package on an annual basis to determine any adjustments that should be made, and the entire package is reviewed by the President of the University. The Board of Trustees for the Foundation demonstrated approval when passing the operating budget for the year on June 2, 2010, which is substantiated in the minutes of the meeting. The Chief Investment Officer for the Foundation is also an employee of the University of Alaska, with compensation for this individual falling under the university compensation policies. Salary for this position is based on duties and responsibilities for the position that relate to the University of Alaska as well as those for the Foundation. Compensation for this position is based on data from the College and University Professional Association for Human Resources (CUPA-HR), and is reviewed on an annual basis. Compensation for the CIO was approved when the operating budget was approved at the regularly scheduled meeting on June 2, 2010. The Treasurer for the Foundation is also an employee of the University of Alaska and holds the title Associate Vice President for Finance. He receives no compensation from the Foundation, and his salary structure falls under university policies, with an annual review. Compensation for this officer is not approved by the Board of Trustees since this individual is not compensated by the University of Alaska Foundation. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The articles of incorporation and financial statements are available to the general public on the Foundation website, www.alaska.edu/foundation. The conflict of interest policy is available to the general public upon request. |
| F990_P07_S0A_L01b | Form 990, Part VII, Section A, Line 1b | The following individuals are full time employees of the University of Alaska: Pat Gamble, Brian Rogers, Fran Ulmer, John Pugh, Mary Rutherford, Jim Lynch , Tamera Weaver and David Woodley. Pat Gamble, Brian Rogers, Fran Ulmer, and John Pugh work at least 40 hours per week in their capacity as president or chancellor of the institution. Mary Rutherford and Tamera Weaver provide services to the university for a minimum of 10 hours per week. Jim Lynch provides services to the university for a minimum of 24 hours per week. David Woodley is an adjunct instructor for the university in addition to serving in a full time capacity for the foundation. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Actuarial adjustment of remainder trust liability was reclassified to adjustment of fund balance for $298,833. Unrealized gain on investments was reclassified to adjustment of fund balance for $16,283,206. |
| SchB_P01_S00_L00 | Schedule B, Part I | On Schedule A Part I the Foundation qualifies for Public Charity Status by definition on line 5. This organization also meets the basis for a non-private Foundation classification under section 170(b)(1)(A)(vi) which allows us to meet the 2% of the amount on Part VII, line 1h threshold for reporting. |
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 |
|---|---|---|---|---|---|---|---|---|---|
| University of Alaska | |||||||||
| PO Box 756540 | Fairbanks | AK | 997756540 | 926000147 | Education through teaching, research | AK | Govt | N/A | 0 |
| U of A Land and Buildings | |||||||||
| PO Box 755120 910 Yukon Drive | Fairbanks | AK | 997755120 | 943126737 | Holds title to real property | AK | 501 (c) (2) | N/A | 1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William P Johnson Unitrust | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 Butrovich Building | AddressLine1 |
| City | Fairbanks | City |
| State | AK | State |
| ZIP Code | 99775 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 926019892 | EIN |
| Primary Activity | Charitable Remainder | PrimaryActivity |
| Legal Domicile State | AK | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 46427 | ShareOfEOYAssets |
| Percentage Ownership | 0.61 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchR_P02_S00_L00 | Identifier |
| Return Reference | Schedule R, Part II | ReturnReference |
| Explanation | The University of Alaska does not meet the definition of a 'related organization' for required reporting on Form 990, Schedule R. Although the University is supported by the University of Alaska Foundation, the Foundation is a public charity under Section 170(b)(1)(A)(iv) rather than under Section 509(a)(3). The University of Alaska Foundation is voluntarily reporting data upon Form 990 Part VII and Schedule R as though there were a 509(a)(3) supporting/supported relationship in place with the University because management believes that donors and other readers of the Form 990 have an expectation that this information will be included on this Form 990. | Explanation |
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