UNIVERSITY OF BALTIMORE FOUNDATION INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF BALTIMORE FOUNDATION INC (EIN 23-7036780)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-03-14
IRS object ID
201140739349300104
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

FieldValueIRS element (for citing)
Timestamp2011-03-14T08:14:23-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ELLIN & TUCKER CHARTEREDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 S CHARLES ST SUITE 1300AddressLine1
CityBALTIMORECity
StateMDState
ZIP Code21201ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237036780EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF BALTIMORE FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNIVNameControl
Phone4108376148Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11130 N Charles StreetAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21201ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameVERNON HC WRIGHTName
TitleCHAIRTitle
Phone4108376148Phone
Date Signed2011-03-03DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSUSAN KELLERName
Phone4107275735Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonVERNON HC WRIGHTNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11130 N Charles StreetAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21201ZIPCode
FieldValueIRS element (for citing)
Gross Receipts13280560GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.UBFOUNDATION.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1969YearFormation
State Legal DomicileMDStateLegalDomicile
Activity Or Mission DescriptionESTABLISHED TO RAISE, MANAGE FUNDS, AND PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF BALTIMORE.ActivityOrMissionDescription
Nbr Voting Members Governing Body25NbrVotingMembersGoverningBody
Nbr Independent Voting Members25NbrIndependentVotingMembers
Total Nbr Employees3TotalNbrEmployees
Total Nbr Volunteers75TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3444682ContributionsGrantsPriorYear
Contributions Grants Current Year11169244ContributionsGrantsCurrentYear
Program Service Revenue Prior Year265128ProgramServiceRevenuePriorYear
Program Service Revenue CY116296ProgramServiceRevenueCY
Investment Income Prior Year-1830869InvestmentIncomePriorYear
Investment Income Current Year1968471InvestmentIncomeCurrentYear
Other Revenue Prior Year28598OtherRevenuePriorYear
Other Revenue Current Year26549OtherRevenueCurrentYear
Total Revenue Prior Year1907539TotalRevenuePriorYear
Total Revenue Current Year13280560TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year663122GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year278689SalariesEtcPriorYear
Salaries Etc Current Year266853SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year146759TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY117988TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year419146TotalFundrsngExpCurrentYear
Other Expense Prior Year3992486OtherExpensePriorYear
Other Expenses Current Year2706849OtherExpensesCurrentYear
Total Expenses Prior Year5081056TotalExpensesPriorYear
Total Expenses Current Year3091690TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-3173517RevenuesLessExpensesPriorYear
Revenues Less Expenses CY10188870RevenuesLessExpensesCY
Total Assets BOY44419556TotalAssetsBOY
Total Assets EOY58169168TotalAssetsEOY
Total Liabilities BOY451044TotalLiabilitiesBOY
Total Liabilities EOY441901TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY43968512NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY57727267NetAssetsOrFundBalancesEOY
Mission DescriptionTO 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2164811Expense
Revenue142845Revenue
DescriptionALL 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 Expense2164811TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109656NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees3NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryCJNameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members25NbrVotingGoverningBodyMembers
Number Independent Voting Members25NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JENNIFER SCHWARTZBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4108376148TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11130 N Charles StreetAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21201ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (28 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
RENEE BRONFEIN ADES ESQ
DIRECTOR1.00X000
PETER G ANGELOS ESQ
DIRECTOR1.00X000
ROBERT L BOGOMOLNY
EX-OFFICIO1.00X000
JANA HOWARD CAREY ESQ
DIRECTOR1.00X000
JOHN P CLIFFORD
DIRECTOR1.00X000
R THOMAS CRAWFORD
DIRECTOR1.00X000
MICHAEL L CURRY
VICE-CHAIR1.00X000X
RICHARD DAVISON
DIRECTOR1.00X000
ANTHONY S FUGETT
DIRECTOR1.00X000
DAMON GASQUE
DIRECTOR1.00X000
MARIANNE HELLAUER ESQ
DIRECTOR1.00X000
LAURENCE M KATZ ESQ
DIRECTOR1.00X000
PAUL C LATCHFORD ESQ
DIRECTOR1.00X000
SAYRA WELLS MEYERHOFF
DIRECTOR1.00X000
JAMES P NOLAN ESQ
DIRECTOR1.00X000
PETER PINKARD
DIRECTOR1.00X000
MARK RADKE ESQ
DIRECTOR1.00X000
ROBERT RUSSEL
DIRECTOR1.00X000
HOLLY SADEGHIAN ESQ
DIRECTOR1.00X000
ROBERT W SCHAEFER
DIRECTOR1.00X000
KENNETH R SHUTTS ESQ
DIRECTOR1.00X000
STUART J SILBERG
DIRECTOR1.00X000
RICHARD A SNELLINGER
DIRECTOR1.00X000
CAROLYN H THALER ESQ
DIRECTOR1.00X000
MARIE VAN DEUSEN ESQ
SECRETARY/TREASURER1.00X000X
VERNON H C WRIGHT
CHAIR1.00X000X
THERESA SILANSKIS
EXEC. DIR. EX-OFFICIO40.00000X
jennifer Schwartz
CFO40.0084174011938X
FieldValueIRS element (for citing)
Total Reportable Comp From Org84174TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation11938TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Government Grants20175GovernmentGrants
All Other Contributions11149069AllOtherContributions
Noncash Contributions427893NoncashContributions
Total Contributions11169244TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPROGRAM INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column116296TotalRevenueColumn
Related Or Exempt Function Income116296RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue116296TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column372067TotalRevenueColumn
Exclusion$372,067ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1596404Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1596404Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1596404TotalRevenueColumn
Exclusion$1,596,404ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column26549TotalRevenueColumn
Related Or Exempt Function Income26549RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue26549TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column13280560TotalRevenueColumn
Related Or Exempt Function Income142845RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,968,471ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total84568Total
Program Services25370ProgramServices
Management And General59198ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total118435Total
Program Services34602ProgramServices
Management And General62360ManagementAndGeneral
Fundraising21473Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total15335Total
Program Services4329ProgramServices
Management And General8771ManagementAndGeneral
Fundraising2235Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total32266Total
Program Services8046ProgramServices
Management And General18723ManagementAndGeneral
Fundraising5497Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total16249Total
Program Services4897ProgramServices
Management And General9696ManagementAndGeneral
Fundraising1656Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total7509Total
Program Services2066ProgramServices
Management And General5443ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total22741Total
Management And General22741ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total117988Total
Fundraising117988Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total231746Total
Management And General231746ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total278481Total
Program Services168875ProgramServices
Management And General30009ManagementAndGeneral
Fundraising79597Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total102727Total
Fundraising102727Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total131238Total
Program Services121506ProgramServices
Management And General5021ManagementAndGeneral
Fundraising4711Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total83127Total
Program Services79649ProgramServices
Management And General3478ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total12964Total
Program Services12964ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total24030Total
Program Services22983ProgramServices
Management And General89ManagementAndGeneral
Fundraising958Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total221774Total
Program Services199032ProgramServices
Management And General8870ManagementAndGeneral
Fundraising13872Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1200Total
Management And General1200ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total18647Total
Program Services767ProgramServices
Management And General17880ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraisingManagement And GeneralManagementAndGeneral
STUDENT/FACULTY SUPPORT11924541192454
OTHER PROGRAM SUPPORT261094261094
BAD DEBTS5440054400
Dues & Subscriptions294911932959954167
Training & Development16839646410375

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total16387Total
Program Services384ProgramServices
Management And General7966ManagementAndGeneral
Fundraising8037Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3091690Total
Program Services2164811ProgramServices
Management And General507733ManagementAndGeneral
Fundraising419146Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY6809491BOY
EOY10319758EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
EOY3256659EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY2953060BOY
EOY7156045EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3500BOY
EOY18000EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY868555BOY
EOY906568EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY34779BOY
EOY11108EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis6000LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec4800LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2400BOY
EOY1200EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY17946365BOY
EOY21463931EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY14918414BOY
EOY14167347EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY882992BOY
EOY868552EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY44419556BOY
EOY58169168EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY451044BOY
EOY422289EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
EOY19612EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY451044BOY
EOY441901EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY841434BOY
EOY3735600EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY13175253BOY
EOY22747807EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY29951825BOY
EOY31243860EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY43968512BOY
EOY57727267EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY44419556BOY
EOY58169168EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4295497CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2508168CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5402749CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3444682CurrentTaxYearMinus1Year
Current Tax Year11169244CurrentTaxYear
Total26820340Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4295497CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2508168CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5402749CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3444682CurrentTaxYearMinus1Year
Current Tax Year11169244CurrentTaxYear
Total26820340Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total5767442AmountsSubstContributorsTotal
Public Support Total17021052898PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years682715CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years917296CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years435888CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year360049CurrentTaxYearMinus1Year
Current Tax Year372067CurrentTaxYear
Total2768015Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years398975CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years412910CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years307950CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year293726CurrentTaxYearMinus1Year
Current Tax Year142846CurrentTaxYear
Total1556407Total
FieldValueIRS element (for citing)
Total Support31144762TotalSupport
Public Support Pertcentage1700.67600PublicSupportPertcentage170
Public Support Pertcent Prior Year0.62210PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included64446RevenuesIncluded
Assets In Part X439284AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance27287968BeginningOfYearBalance
Contributions624743Contributions
Investment Earnings Or Losses2691534InvestmentEarningsOrLosses
End Of Year Balance30604245EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance33849791BeginningOfYearBalance
Contributions360069Contributions
Investment Earnings Or Losses-6921892InvestmentEarningsOrLosses
End Of Year Balance27287968EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.01900BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.98100PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis6000OtherCostOrOtherBasis
Depreciation4800Depreciation
Book Value1200BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1200TotalOfBookValueLandBuildings

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
PRIVATE EQUITY INVESTMENTS9319480F
INVESTMENT IN USMF4030732F
LIMITED PARTNERSHIP INTERESTS817135F
FieldValueIRS element (for citing)
Total Of Book Value Securities14167347TotalOfBookValueSecurities
Total Revenue13280560TotalRevenue
Total Expenses3091690TotalExpenses
Excess Or Deficit For Year10188870ExcessOrDeficitForYear
Net Unrealized GL On Investments3569885NetUnrealizedGLOnInvestments
Total Adjustments3569885TotalAdjustments
Excess Or Deficit Per FS13758755ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt16607166TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments3569885NetUnrealizedGainsInvestments
Other Revenues-11533OtherRevenues
Revenue Not Rptd F9903558352RevenueNotRptdF990
Revenue Subtotal13048814RevenueSubtotal
Investment Expenses Not Included231746InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt231746RevenueNotRptdOnFinStmt
Total Revenue Per Form99013280560TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2882137TotExpensesEtcAuditedFinclStmt
Other Expenses Included76593OtherExpensesIncluded
Expenses Not Rptd F99076593ExpensesNotRptdF990
Expenses Subtotal2805544ExpensesSubtotal
Investment Expenses Not Included2231746InvestmentExpensesNotIncluded2
Other Expenses Not Included54400OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt286146ExpensesNotRptdOnFinStmt
Total Expenses Per Form9903091690TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
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:On July 1, 2009, the Organizations adopted 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 Organizations file federal and state information returns and are no longer subject to income tax examinations by major tax authorities for years prior to 2006.Description of Uncertain Tax Positions Under FIN 48:
PART XI, LINE 10: THE AUDITED FINANCIAL STATEMENTS WERE PREPARED ON A CONSOLIDATED BASIS. THE CONSOLIDATED NET INCOME EQUALS $13,725,029. THE NET INCOME ON AN UNCONSOLIDATED BASIS IS $13,758,755. THE DIFFERENCE IS $(33,726).
PART XII, LINE 2D: REVENUE OF $42,867 FROM UNIVERSITY PROPERTIES, INC., AN AFFILIATE, IS INCLUDED IN THE AUDITED FINANCIAL STATEMENTS, BUT NOT INCLUDED IN THE FORM 990. BAD DEBTS OF $(54,400) IS INCLUDED IN REVENUE IN THE AUDITED FINANCIAL STATEMENTS, BUT AS AN EXPENSE IN THE FORM 990.
PART XIII, LINE 2D: EXPENSES OF $76,593 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 $54,400 IS INCLUDED IN REVENUE IN THE AUDITED FINANCIAL STATEMENTS, BUT AS AN EXPENSE IN THE FORM 990.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

FieldValueIRS element (for citing)
Business Name Line1RUFFALO CODYBusinessNameLine1
FieldValueIRS element (for citing)
ActivityTELEMARKETINGActivity
Fundraiser Control Of Funds0FundraiserControlOfFunds
Gross Receipts180144GrossReceipts
Amount Retained By Contractor0AmountRetainedByContractor
Net To Organization119624NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts180144TotalGrossReceipts
Total Net To Organization119624TotalNetToOrganization
Licensed StatesMDLicensedStates
Licensed StatesVALicensedStates

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F99064446NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions22NumberOfContributions
Noncash Contribs Rptd F990314078NoncashContribsRptdF990
Method Of Determining Revenuescomparable salesMethodOfDeterminingRevenues

Securities Miscellaneous SecuritiesMiscellaneous

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99049369NoncashContribsRptdF990
Method Of Determining Revenuescomparable salesMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11THE AUDIT AND EXECUTIVE COMMITTEES OF THE BOARD ARE AUTHORIZED TO REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. A COPY OF THE RETURN IS MADE AVAILABLE TO ALL BOARD MEMBERS.
Form 990, Part VI, Section B, line 12cTHE CONFLICT OF INTEREST FORMS ARE REQUIRED TO BE COMPLETED AT THE BEGINNING OF THE FISCAL YEAR.
Form 990, Part VI, Section B, line 15THE COMPENSATION OF THE CFO WAS DETERMINED BASED ON MARKET FACTORS AND IN CONSULTATION WITH AN INDEPENDENT RECRUITING FIRM. THE EXECUTIVE DIRECTOR IS PAID BY THE UNIVERSITY AND AS SUCH IS SUBJECT TO THE UNIVERSITY'S COMPENSATION STRUCTURE.
Form 990, Part VI, Section C, line 19THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
part xi, line 2cthe audit process was unchanged from the current year, and is overseen by the audit committee.
SCHEDULE R, PART II PRIMARY ACTIVITY OF UNIVERSITY PROPERTIES, INC. PURCHASES, LEASES, AND HOLDS TITLE TO BOTH REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF THE FOUNDATION.
SCHEDULE R, PART II PRIMARY ACTIVITY OF UNIVERSITY INSTITUTES, INC. PROMOTES, ORGANIZES, DEVELOPS, AND PRESENTS INFORMAL NON-CREDIT EDUCATIONAL SEMINARS TO THE GENERAL PUBLIC FOR EDUCATIONAL AND CHARITABLE PURPOSES.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAPublic Charity StatusPublicCharityStatus
University Properties Inc
1130 N Charles StreetBaltimoreMD21201521040290SEE SCHEDULE OMD501(c)(2)N/A
University Institutes Inc
1130 N Charles StreetBaltimoreMD21201237439340SEE SCHEDULE OMD501(c)(3)N/A12
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionType
University Properties Inc
M
University Institutes Inc
M

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