2011-07-14T11:15:57-05:00 2010-12-31 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2010-01-01 741587488 THE UNIVERSITY OF TEXAS FOUNDATION UNIV 5124733603 PO BOX 250 AUSTIN TX 787670250 SHERI DESPAIN 5124733603 2011-06-30 1 SEAN HOLCOMB 5123703200 2010 2016-03-07 17:11:31Z SHERI DESPAIN PO BOX 250 AUSTIN TX 787670250 24452225 0 X WWW.UTEXASFOUNDATION.ORG X 1967 TX TO PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS SYSTEM. 18 18 6 0 0 0 8210022 17519654 0 0 1345979 1589474 23200 17812 9579201 19126940 7925753 10507806 0 0 171908 180784 0 0 5829 2089319 2236477 10186980 12925067 -607779 6201873 31756291 39924377 16481798 22614827 15274493 17309550 TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF TEXAS SYSTEM, INCLUDING ALL OF ITS BRANCHES, DEPARTMENTS, SCHOOLS AND COLLEGES AT ITS FIFTEEN INSTITUTIONS, TO IMPROVE ITS RESEARCH, TEACHING, SCHOLARSHIP, FACULTIES AND FACILITIES. 0 0 10507806 10507806 EDUCATIONAL PURPOSE - GIFTS TO VARIOUS DEPARTMENTS AT THE UNIVERSITY OF TEXAS FOR VARIOUS EDUCATIONAL AND RESEARCH PROJECTS 1899388 PAYMENTS MADE TO MEET CONDITIONS OF GIFTS TO THE UNIVERSITY. 12407194 1 1 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 200 0 1 6 1 0 1 OC 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X SHERI DESPAIN 5124733603 PO BOX 250 AUSTIN TX 787670250 R GORDON APPLEMAN 0.00 X 0 0 0 FRANK DENIUS 0.00 X 0 0 0 JOHN STUART III 1.00 X 0 0 0 MICHAEL L COOK 1.00 X 0 0 0 MICHELLE BROCK 0.00 X 0 0 0 HECTOR DELEON 1.00 X 0 0 0 SA GARZA 0.00 X 0 0 0 CHARLES W MATTHEWS JR 0.00 X 0 0 0 JAMES W MCCARTNEY 0.00 X 0 0 0 J MARK MCLAUGHLIN 0.00 X 0 0 0 MELINDA HILL PERRIN 0.00 X 0 0 0 SHANNON H RATLIFF 0.00 X 0 0 0 HOWARD V ROSE 0.00 X 0 0 0 JAMES A PRENTICE 0.00 X 0 0 0 REX G BAKER III 0.00 X 0 0 0 JOHN W BARNHILL JR 0.00 X 0 0 0 JOHN W FAINTER JR 0.00 X 0 0 0 JULIUS GLICKMAN 0.00 X 0 0 0 PAUL J YOUNGDALE JR 11.50 X 51835 0 0 SHERI DESPAIN 20.00 X 65173 0 0 117008 0 0 0 0 0 0 0 17519654 1939003 17519654 584850 584850 6329909 5325285 1004624 1004624 1004624 MISCELLANEOUS INCOME 900099 17812 17812 17812 19126940 0 0 1607286 10484981 10484981 22825 22825 117008 117008 63776 63776 16692 15857 835 72854 72854 26267 24954 1313 78305 74624 3681 1651 1651 5138 5138 ANNUITY PAYMENTS 1899388 1899388 BUSINESS EXPENSES 134175 134175 STATE REGISTRATION EXPE 2005 2005 MISCELLANEOUS EXPENSE 2 2 12925067 12407194 512044 5829 1426994 2215737 96829 6569 5401 17151 12184 10105 4967 30204535 37696739 11259 1533 31756291 39924377 22336 37662 16459462 22577165 16481798 22614827 X 2201566 2628243 4699829 6258109 8373098 8423198 15274493 17309550 31756291 39924377 X 6201873 -4166816 X X 0 1 1 X 0 X 5203079 10522721 17823546 8210022 17519654 59279022 5203079 10522721 17823546 8210022 17519654 59279022 4204602 55074420 837726 736401 791793 682456 584850 3633226 52327 1592 1500 23200 17812 96431 63008679 0.87410 0.84300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 757358 1 1 8745688 50100 991481 145214 92075 9549980 8061612 133573 783216 125032 107681 8745688 5843899 3078989 -542442 244565 74269 8061612 0.86440 0.13560 0 0 17151 12184 4967 4967 GIFT ANNUITIES 21510302 GIFT COMMITMENT IN EXCESS OF LIABILITY 1066863 22577165 19126940 12925067 6201873 1938693 -6105509 -4166816 2035057 14960124 1938693 -6105509 -4166816 19126940 0 19126940 12925067 0 12925067 0 12925067 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: A MAJORITY OF ENDOWMENT FUNDS ARE USED TO PROVIDE SENATOR ARCHER SCHOLARSHIPS TO ALLOW UNIVERSITY OF TEXAS STUDENTS TO STUDY IN WASHINGTON, DC. A PORTION OF THE ENDOWMENT FUNDS ARE USED TO SUPPORT MD ANDERSON CANCER RESEARCH AND FUND SCHOLARSHIPS AT THE UNIVERSITY OF TEXAS AT AUSTIN. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -6,334,679. CHANGE IN GIFT COMMITMENTS 229,170. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 229,170. CHANGE IN GIFT COMMITMENTS -6,334,679. 1 UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 61075 PRODUCTION OF AMERICAN HISTORY DOCUMENTARY CANCER PREVENTION & RESEARCH INSTITUTE OF TEXAS 211 E 7TH STREET SUITE 300 AUSTIN TX 78701 STATE OF TEXAS 15000 CANCER PREVENTION CONFERENCE SPONSOR CHILDREN'S MEDICAL CENTER FOUNDATION 4900 MUELLER BLVD AUSTIN TX 78723 200468031 501(C)(3) 5000 DELL CHILDREN'S GALA SPONSOR RISE ACROSS TEXAS - AUSTIN COMMUNITY FOUNDATION PO BOX 5159 AUSTIN TX 78763 741934031 501(C)(3) 5000 PRE-SCHOOL EDUCATION TAMEST 1616 GUADALUTE ST SUITE 3304 AUSTIN TX 78701 201014851 501(C)(3) 50000 CONFERENCE SPONSOR TEXAS APPLESEED 1609 SHOAL CREEDK BLVD SUITE 201 AUSTIN TX 78701 742804268 501(C)(3) 5000 SOCIAL & ECONOMIC JUSTICE UNIVERSITY OF TEXAS ARLINGTON 701 SOUTH NEDDERMAN DRIVE ARLINGTON TX 76019 756000121 UT SYSTEM 17500 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS AUSTIN 2400 INNER CAMPUS DR AUSTIN TX 78712 746000203 UT SYSTEM 4511143 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS BROWNSVILLE 80 FT BROWN BROWNSVILLE TX 78520 742759269 UT SYSTEM 28440 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS DALLAS 800 WEST CAMPBELL ROAD RICHARDSON TX 75080 751305566 UT SYSTEM 25000 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOUSTON TX 77030 741761309 UT SYSTEM 34691 EDUCATIONAL/RESEARCHEDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOUSTON TX 77030 741761309 UT SYSTEM 101491 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOSUTON TX 77030 741761309 UT SYSTEM 77114 SCHOLARSHIPS AWARDED BY UTHSC UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 UT SYSTEM 683500 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE TYLER 11937 US HIGHWAY 271 TYLER TX 75708 756001354 UT SYSTEM 19974 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS M D ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 UT SYSTEM 4327116 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS MEDICAL BRANCH GALVESTON 301 UNIVERSITY BLVD GALVESTON TX 77555 746000949 UT SYSTEM 110000 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 741717115 UT SYSTEM 289234 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 UT SYSTEM 10000 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 22538 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 63100 SCHOLARSHIPS AWARDED BY UT SYSTEM 21 0 FUNDS PROVIDED FOR STAFF EMERGENCIES 31 14750 FUNDS PROVIDED FOR STUDENT EMERGENCIES 26 3075 SCHOLARSHIP AWARDED 1 5000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANTS ARE MONITORED DIRECTLY BY THE UNIVERSITY OF TEXAS SYSTEM. X 4 1939003 MARKET QUOTATIONS 0 1 1 THIRD PARTY USE: PART I, LINE 32B: MERRILL LYNCH HANDLES ALL STOCK SALES FOR THE FOUNDATION, INCLUDING SALES OF CONTRIBUTED STOCK. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS FORWARDED TO THE EXECUTIVE BOARD BEFORE FILING AND A COPY IS SENT TO THE BOARD AT LARGE AFTER THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE POLICY IS SENT TO BOARD MEMBERS AND A WRITTEN RESPONSE IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION HAS A FORMAL COMPENSATION POLICY AND COMPENSATION DECISIONS ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.ORG AND BY REQUEST TO GRANTING ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,938,693. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -6,334,679. CHANGE IN GIFT COMMITMENTS 229,170. TOTAL TO FORM 990, PART XI, LINE 5: -4,166,816. FORM 990, PART XI, LINE 2C THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. UNIVERSITY OF TEXAS FOUNDATION NO I INC PO BOX 250 AUSTIN TX 78767 237109244 TO SUPPORT THE UNVERSITY OF TEXAS TX 501(C)3 5 N/A 0 UNIVERSITY OF TEXAS FOUNDATION NO 2 INC PO BOX 250 AUSTIN TX 78767 746173027 TO SUPPORT THE UNVERSITY OF TEXAS TX 501(C)3 5 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0