UNIVERSITY OF BALTIMORE FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF BALTIMORE FOUNDATION INC (EIN 23-7036780)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-15
- IRS object ID
- 201220759349300402
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-15T07:34:19-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-07-01 | 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 | VERNON HC WRIGHT | Name |
| Title | CHAIR | Title |
| Phone | 4108376148 | Phone |
| Date Signed | 2012-03-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN KELLER | Name |
| Phone | 4107275735 | Phone |
| 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 | VERNON H C WRIGHT | 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 | 4951881 | 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 | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 102 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11169244 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2635991 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 116296 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 67114 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1968471 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1485191 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 26549 | OtherRevenuePriorYear |
| Other Revenue Current Year | 45909 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13280560 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4234205 | 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 | 266853 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 344574 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 117988 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 144260 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 647649 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2706849 | OtherExpensePriorYear |
| Other Expenses Current Year | 2435657 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3091690 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2924491 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10188870 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1309714 | RevenuesLessExpensesCY |
| Total Assets BOY | 58169168 | TotalAssetsBOY |
| Total Assets EOY | 65141699 | TotalAssetsEOY |
| Total Liabilities BOY | 441901 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 338787 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 57727267 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 64802912 | 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 | 1686968 | Expense |
| Revenue | 113023 | 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 | 1686968 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 10 | 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 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| 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 | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | 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 (32 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 | |
| CAROLYN H THALER ESQ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAMON GASQUE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREGORY A BAYOR | ||||||
| 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 | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JANA HOWARD CAREY ESQ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN P CLIFFORD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KENNETH R SHUTTS ESQ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LAURENCE M KATZ ESQ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| L CONTENT MCLAUGHLIN ESQ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARIANNE HELLAUER ESQ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARIE VAN DEUSEN ESQ | ||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| MARK RADKE ESQ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL L CURRY | ||||||
| VICE-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 | |
| ROBERT W SCHAEFER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SAYRA WELLS MEYERHOFF | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STUART J SILBERG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STUART M GOLDBERG ESQ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| VERNON H C WRIGHT | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| JENNIFER SCHWARTZ | ||||||
| CFO | 40.00 | 84174 | 0 | 12244 | X | |
| THERESA SILANSKIS | ||||||
| EXEC. DIR. EX-OFFICIO | 40.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 84174 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 12244 | 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 | 19609 | GovernmentGrants |
| All Other Contributions | 2616382 | AllOtherContributions |
| Noncash Contributions | 124938 | NoncashContributions |
| Total Contributions | 2635991 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 67114 | TotalRevenueColumn |
| Related Or Exempt Function Income | 67114 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 67114 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 492818 | TotalRevenueColumn |
| Exclusion | $492,818 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1710049 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 717676 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 992373 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 992373 | TotalRevenueColumn |
| Exclusion | $992,373 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 45909 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45909 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 45909 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4234205 | TotalRevenueColumn |
| Related Or Exempt Function Income | 113023 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,485,191 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90827 | Total |
| Program Services | 36331 | ProgramServices |
| Management And General | 54496 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159631 | Total |
| Program Services | 30616 | ProgramServices |
| Management And General | 121110 | ManagementAndGeneral |
| Fundraising | 7905 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18437 | Total |
| Program Services | 4900 | ProgramServices |
| Management And General | 12277 | ManagementAndGeneral |
| Fundraising | 1260 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55256 | Total |
| Program Services | 7594 | ProgramServices |
| Management And General | 46244 | ManagementAndGeneral |
| Fundraising | 1418 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20423 | Total |
| Program Services | 5736 | ProgramServices |
| Management And General | 14270 | ManagementAndGeneral |
| Fundraising | 417 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2009 | Total |
| Management And General | 2009 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24778 | Total |
| Program Services | 6616 | ProgramServices |
| Management And General | 17345 | ManagementAndGeneral |
| Fundraising | 817 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144260 | Total |
| Fundraising | 144260 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203673 | Total |
| Management And General | 203673 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209350 | Total |
| Program Services | 124780 | ProgramServices |
| Management And General | 37248 | ManagementAndGeneral |
| Fundraising | 47322 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100641 | Total |
| Management And General | 18120 | ManagementAndGeneral |
| Fundraising | 82521 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101710 | Total |
| Program Services | 71762 | ProgramServices |
| Management And General | 12851 | ManagementAndGeneral |
| Fundraising | 17097 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45357 | Total |
| Program Services | 39659 | ProgramServices |
| Management And General | 5698 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6707 | Total |
| Program Services | 6707 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5826 | Total |
| Program Services | 4755 | ProgramServices |
| Fundraising | 1071 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263908 | Total |
| Program Services | 244228 | ProgramServices |
| Management And General | 1121 | ManagementAndGeneral |
| Fundraising | 18559 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1200 | Total |
| Management And General | 1200 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28018 | Total |
| Program Services | 1067 | ProgramServices |
| Management And General | 26951 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT/FACULTY SUPPORT | 871204 | 871204 | 0 | 0 |
| BAD DEBTS | 311970 | 0 | 0 | 311970 |
| OTHER PROGRAM SUPPORT | 193428 | 193428 | 0 | 0 |
| DUES & SUBSCRIPTIONS | 39138 | 31856 | 2352 | 4930 |
| TRAINING & DEVELOPMENT | 14470 | 5509 | 8961 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12270 | Total |
| Program Services | 220 | ProgramServices |
| Management And General | 3948 | ManagementAndGeneral |
| Fundraising | 8102 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2924491 | Total |
| Program Services | 1686968 | ProgramServices |
| Management And General | 589874 | ManagementAndGeneral |
| Fundraising | 647649 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10319758 | BOY |
| EOY | 16316798 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3256659 | BOY |
| EOY | 479528 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7156045 | BOY |
| EOY | 5636907 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18000 | BOY |
| EOY | 500 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 906568 | BOY |
| EOY | 947081 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11108 | BOY |
| EOY | 30966 | 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 | 1200 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21463931 | BOY |
| EOY | 28138192 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14167347 | BOY |
| EOY | 12723175 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 868552 | BOY |
| EOY | 868552 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58169168 | BOY |
| EOY | 65141699 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422289 | BOY |
| EOY | 338787 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19612 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 441901 | BOY |
| EOY | 338787 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3735600 | BOY |
| EOY | 6794267 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22747807 | BOY |
| EOY | 26087824 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31243860 | BOY |
| EOY | 31920821 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57727267 | BOY |
| EOY | 64802912 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58169168 | BOY |
| EOY | 65141699 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1309714 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5765931 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 2508168 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5402749 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3444682 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11169244 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2636713 | CurrentTaxYear |
| Total | 25161556 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2508168 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5402749 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3444682 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11169244 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2636713 | CurrentTaxYear |
| Total | 25161556 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4474971 | AmountsSubstContributorsTotal |
| Public Support Total170 | 20686585 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 917296 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 435888 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 360049 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 372067 | CurrentTaxYearMinus1Year |
| Current Tax Year | 492818 | CurrentTaxYear |
| Total | 2578118 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 412910 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 307950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 293726 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 142846 | CurrentTaxYearMinus1Year |
| Current Tax Year | 113023 | CurrentTaxYear |
| Total | 1270455 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 29010129 | TotalSupport |
| Public Support Pertcentage170 | 0.71310 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.67600 | 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
| 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 |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.11500 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.88500 | PermanentEndowmentEOYBalance |
| 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 | 7362982 | F |
| INVESTMENT IN USMF | 4212566 | F |
| LIMITED PARTNERSHIP INTERESTS | 1147627 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 12723175 | TotalOfBookValueSecurities |
| Total Revenue | 4234205 | TotalRevenue |
| Total Expenses | 2924491 | TotalExpenses |
| Excess Or Deficit For Year | 1309714 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5765931 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 5765931 | TotalAdjustments |
| Excess Or Deficit Per FS | 7075645 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10034501 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5765931 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 722 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 237316 | OtherRevenues |
| Revenue Not Rptd F990 | 6003969 | RevenueNotRptdF990 |
| Revenue Subtotal | 4030532 | RevenueSubtotal |
| Investment Expenses Not Included | 203673 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 203673 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4234205 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2489978 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 722 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 80408 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 81130 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2408848 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 203673 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 311970 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 515643 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2924491 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | ART AND HISTORICAL COLLECTIONS INCLUDE THE SCHAFRAN JAZZ COLLECTION AND OTHER LIBRARY COLLECTIONS. | |
| 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: | 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 2007. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| PART XII, LINE 2D: REVENUE OF $549,286 FROM UNIVERSITY PROPERTIES, INC., AN AFFILIATE, IS INCLUDED IN THE AUDITED FINANCIAL STATEMENTS, BUT NOT INCLUDED IN THE FORM 990. BAD DEBTS OF $(311,970) IS INCLUDED IN REVENUE IN THE AUDITED FINANCIAL STATEMENTS, BUT AS AN EXPENSE IN THE FORM 990. | ||
| PART XIII, LINE 2D: EXPENSES OF $80,408 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 $311,970 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 EQUALS $7,544,523. THE NET INCOME FOR THIS ENTITY ON AN UNCONSOLIDATED BASIS IS $7,075,645. THE DIFFERENCE IS $468,878, OR THE EXCESS FOR UNIVERSITY PROPERTIES, INC., THE CONSOLIDATED ENTITY. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | 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 | 183756 | GrossReceipts |
| Amount Retained By Contractor | 0 | AmountRetainedByContractor |
| Net To Organization | 127921 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 183756 | TotalGrossReceipts |
| Total Net To Organization | 127921 | TotalNetToOrganization |
| Licensed States | MD | LicensedStates |
| Licensed States | VA | LicensedStates |
Schedule M IRS990ScheduleM
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 116938 | 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 (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| THE CONFLICT OF INTEREST FORMS ARE REQUIRED TO BE COMPLETED AT THE BEGINNING OF THE FISCAL YEAR. | FORM 990, PART VI, SECTION B, LINE 12C | |
| 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 B, LINE 15 | |
| THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 5,765,931. | FORM 990, PART XI, LINE 5: |
| THE AUDIT PROCESS WAS UNCHANGED FROM THE CURRENT YEAR, AND IS OVERSEEN BY THE AUDIT COMMITTEE. | PART XI, LINE 2C |
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 |
| 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 |
| M |
| UNIVERSITY INSTITUTES INC |
| M |
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