UNIVERSITY OF HOUSTON FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF HOUSTON FOUNDATION (EIN 74-6041411)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-04-06
- IRS object ID
- 201100969349300610
- Schema version
- 2009v1.7
- 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 | 2011-04-06T11:36:48-07:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746041411 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Houston Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 7136226061 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 27405 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77227 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Terrylin Neale | Name |
| Title | President | Title |
| Date Signed | 2011-04-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jody Blazek | Name |
| Phone | 7134395739 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Terrylin Neale | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 27405 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 772277405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 25236198 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | None | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | The University of Houston Foundation operates for the advancement and general welfare of the educational programs of the University of Houston and its components. The Foundation receives contributions and manages and administers those funds. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Gross UBI | -2216 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2216 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3261888 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6994206 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 547053 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 444199 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -4589202 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2690413 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 80371 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -699890 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10128818 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3596749 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5640962 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 469020 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 460755 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 234690 | OtherExpensePriorYear |
| Other Expenses Current Year | 241459 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4300459 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6343176 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5000349 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3785642 | RevenuesLessExpensesCY |
| Total Assets BOY | 76343714 | TotalAssetsBOY |
| Total Assets EOY | 82211242 | TotalAssetsEOY |
| Total Liabilities BOY | 8359660 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9474484 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67984054 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 72736758 | NetAssetsOrFundBalancesEOY |
| Mission Description | University of Houston Foundation provides program support to University of Houston System for various scholarship and educational programs. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5640962 | Expense |
| Grants | 5640962 | Grants |
| Revenue | 444199 | Revenue |
| Description | University of Houston Foundation provides program support to University of Houston System for various scholarship and educational programs for colleges listed in Schedule I. | Description |
| Total Program Service Expense | 5640962 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 67 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Daisy Hicks | NamePerson |
| Telephone Number | 7136226061 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4543 Post Oak Place 250 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77027 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector |
|---|---|---|---|---|---|---|
| Terrylin Neale | ||||||
| President | 40.00 | X | 202648 | 0 | 19912 | |
| Robert Cullen | ||||||
| Trustee | 1.00 | 0 | 0 | 0 | X | |
| Rob Arnold | ||||||
| Trustee | 1.00 | 0 | 0 | 0 | X | |
| Paula Douglass | ||||||
| Trustee | 1.00 | 0 | 0 | 0 | X | |
| Marvin Nathan | ||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X |
| Leonard Rosenberg | ||||||
| Trustee | 1.00 | 0 | 0 | 0 | X | |
| Leonard Rauch | ||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | X |
| Gene McDavid | ||||||
| Vice Chairman | 1.00 | X | 0 | 0 | 0 | X |
| Cherly Creuzot | ||||||
| Trustee | 1.00 | 0 | 0 | 0 | X | |
| Alvin Zimmerman | ||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 202648 | TotalReportableCompFromOrg |
| Total Other Compensation | 19912 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 6994206 | AllOtherContributions |
| Total Contributions | 6994206 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Tuition rec'd for U of H | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 444199 | TotalRevenueColumn |
| Related Or Exempt Function Income | 444199 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 444199 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1818353 | TotalRevenueColumn |
| Unrelated Business Revenue | -2216 | UnrelatedBusinessRevenue |
| Exclusion | $1,820,569 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15979440 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15107380 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 872060 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 872060 | TotalRevenueColumn |
| Exclusion | $872,060 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10128818 | TotalRevenueColumn |
| Related Or Exempt Function Income | 444199 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -2216 | UnrelatedBusinessRevenue |
| Exclusion | $2,692,629 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5640962 | Total |
| Program Services | 5640962 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226959 | Total |
| Management And General | 226959 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184884 | Total |
| Management And General | 184884 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9319 | Total |
| Management And General | 9319 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15510 | Total |
| Management And General | 15510 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24083 | Total |
| Management And General | 24083 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22869 | Total |
| Management And General | 22869 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149920 | Total |
| Management And General | 149920 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2300 | Total |
| Management And General | 2300 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10867 | Total |
| Management And General | 10867 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6500 | Total |
| Management And General | 6500 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30063 | Total |
| Management And General | 30063 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 754 | Total |
| Management And General | 754 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1832 | Total |
| Management And General | 1832 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16354 | Total |
| Management And General | 16354 | ManagementAndGeneral |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6343176 | Total |
| Program Services | 5640962 | ProgramServices |
| Management And General | 702214 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100 | BOY |
| EOY | 100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169921 | BOY |
| EOY | 150657 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11977 | BOY |
| EOY | 6868 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15257 | BOY |
| EOY | 16592 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 93077 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 34453 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60456 | BOY |
| EOY | 58624 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76086003 | BOY |
| EOY | 78935808 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3042593 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76343714 | BOY |
| EOY | 82211242 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50466 | BOY |
| EOY | 33809 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6930975 | BOY |
| EOY | 7133787 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1378219 | BOY |
| EOY | 1306888 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8359660 | BOY |
| EOY | 9474484 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2553053 | BOY |
| EOY | 2556129 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42325055 | BOY |
| EOY | 41393850 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23105946 | BOY |
| EOY | 28786779 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67984054 | BOY |
| EOY | 72736758 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76343714 | BOY |
| EOY | 82211242 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | false | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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 | 3545412 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4191542 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4644504 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3261888 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6994206 | CurrentTaxYear |
| Total | 22637552 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3545412 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4191542 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4644504 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3261888 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6994206 | CurrentTaxYear |
| Total | 22637552 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5956991 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16680561 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2306435 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3494529 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4311145 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3091282 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1818353 | CurrentTaxYear |
| Total | 15021744 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 37659296 | TotalSupport |
| Gross Receipts From Admissions Etc | 991252 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.44290 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.48900 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 66863002 | BeginningOfYearBalance |
| Contributions | 7436926 | Contributions |
| Investment Earnings Or Losses | 2928689 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5606400 | GrantsOrScholarships |
| End Of Year Balance | 71622217 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 74785623 | BeginningOfYearBalance |
| Contributions | 3887830 | Contributions |
| Investment Earnings Or Losses | -8223971 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3586480 | GrantsOrScholarships |
| End Of Year Balance | 66863002 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02010 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.40190 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.57800 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34765 | OtherCostOrOtherBasis |
| Depreciation | 34453 | Depreciation |
| Book Value | 312 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 58312 | OtherCostOrOtherBasis |
| Book Value | 58312 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 58624 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Annuities payable | Description |
| Amount | $1,306,888 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1306888 | TotalOfAmounts |
| Total Revenue | 10128818 | TotalRevenue |
| Total Expenses | 6343176 | TotalExpenses |
| Excess Or Deficit For Year | 3785642 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1107902 | NetUnrealizedGLOnInvestments |
| Other | -$140,840 | OtherAmount |
| Total Adjustments | 967062 | TotalAdjustments |
| Excess Or Deficit Per FS | 4752704 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10945960 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1107902 | NetUnrealizedGainsInvestments |
| Other Revenues | -140840 | OtherRevenues |
| Revenue Not Rptd F990 | 967062 | RevenueNotRptdF990 |
| Revenue Subtotal | 9978898 | RevenueSubtotal |
| Investment Expenses Not Included | 149920 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 149920 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10128818 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6193256 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 6193256 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 149920 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 149920 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6343176 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Change in value of annuities $ -140840 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The Foundation's endowment consists of approximately 200 individual funds established for a variety of purposes, all of which are for the benefit of the University of Houston, a state institution of learning in Texas. The endowments include both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. Intended uses of the endowment funds include scholarships, operating expenses, college support, and building projects. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| University of Houston - System | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 519329 | 0 | Program Support |
| University of Houston - Library | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 6640 | 0 | Program Support |
| University of Houston | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 7711 | 0 | Multiple programs |
| University of Houston | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 702498 | 0 | Scholarships |
| U of Houston Downtown | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 12000 | 0 | Program Support |
| U of Houston - Pharmacy | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 30338 | 0 | Program Support |
| U of Houston - Optometry | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 99246 | 0 | Program Support |
| U of Houston - Law Center | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 60972 | 0 | Program Support |
| U of Houston - Honors College | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 130083 | 0 | Program Support |
| U of Houston - Athletics | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 40000 | 0 | Program Support |
| U of H - College of Social Work | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 179750 | 0 | Program Support |
| U of H - College of Liberal Arts | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 1560675 | 0 | Program Support |
| U of H - College of HotelRest Mg | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 2220826 | 0 | Program Support |
| U of H - College of Engineering | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 41701 | 0 | Program Support |
| U of H - College of Business | ||||||||
| 4800 Calhoun | Houston | TX | 77004 | 746001399 | 170(c)(2) | 64058 | 0 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 15 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Each fund maintained by the Foundation has written use criteria which are evaluated to ensure that all distributions meet the specified criteria. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Terrylin Neale | NamePerson |
| Base Compensation Filing Org | 202648 | BaseCompensationFilingOrg |
| Deferred Comp Filing Org | 13617 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 6295 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 222560 | TotalCompensationFilingOrg |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Upon request at the office of the University of Houston Foundation. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Trustees annually review and sign conflict of interest policy. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The Form 990 is first reviewed by the President of the Foundation then a copy of the draft is sent electronically to each trustee for review and comments before filing with the IRS. |
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