UNIVERSITY OF CINCINNATI FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CINCINNATI FOUNDATION (EIN 31-0896555)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-24
- IRS object ID
- 202631149349301803
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-24T14:18:04+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Plante & Moran PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310896555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF CINCINNATI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5135566781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 19970 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452190970 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENDRA SMITH | PersonNm |
| Person Title | VP, CFO AND TREASURER | PersonTitleTxt |
| Phone | 5135560831 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2026-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEIGH R FOX | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 19970 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452190970 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $156,598,086 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://foundation.uc.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE A COMMUNITY OF UC AND UC HEALTH SUPPORTERS THROUGH THE POWER OF PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 304 | TotalEmployeeCnt |
| Total Volunteers | 3389 | TotalVolunteersCnt |
| Total Gross UBI | $25,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $24,000 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $118,885,900 | PYContributionsGrantsAmt |
| CY Contributions Grants | $82,690,216 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,415,171 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,338,477 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,913,869 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,213,221 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$308,357 | PYOtherRevenueAmt |
| CY Other Revenue | $211,594 | CYOtherRevenueAmt |
| PY Total Revenue | $177,906,583 | PYTotalRevenueAmt |
| CY Total Revenue | $147,453,508 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $67,321,363 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $83,280,206 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,578,053 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,870,084 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $28,880,944 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,124,000 | PYOtherExpensesAmt |
| CY Other Expenses | $13,704,447 | CYOtherExpensesAmt |
| PY Total Expenses | $104,023,416 | PYTotalExpensesAmt |
| CY Total Expenses | $121,854,737 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $73,883,167 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,598,771 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $904,693,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $970,907,904 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,216,266 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,630,647 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $858,477,703 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $928,277,257 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MISSION: TO INSPIRE A COMMUNITY OF UC AND UC HEALTH SUPPORTERS THROUGH THE POWER OF PHILANTHROPY. VISION: IGNITING PASSION TO TRANSFORM LIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $87,058,753 | ExpenseAmt |
| Grant | $83,280,206 | GrantAmt |
| Revenue | $31,313,477 | RevenueAmt |
| Desc | THE UC FOUNDATION IS THE FUNDRAISING ENTITY FOR THE UNIVERSITY OF CINCINNATI. THE UC FOUNDATION EXISTS TO ADVANCE THE FUTURES OF THE UNIVERSITY, ITS COLLEGES, UNITS, DEPARTMENTS, FACULTY AND STUDENTS THROUGH PHILANTHROPY AND TO PROMOTE ALUMNI ENGAGEMENT. ALL PROGRAM SERVICE ALLOCATIONS ARE MADE TO OR FOR THE BENEFIT OF THE UNIVERSITY OF CINCINNATI. IN ADDITION TO THE ABOVE, THE UC FOUNDATION ALSO PROVIDES FUNDRAISING SERVICES FOR UC HEALTH AND RECORDS DONATIONS RECEIVED BY THE LINDNER CENTER OF HOPE. THE DONATIONS RECORDED BY THE UC FOUNDATION FOR UC HEALTH, THE LINDNER CENTER OF HOPE AND DONATIONS RECEIVED DIRECTLY BY THE UNIVERSITY OF CINCINNATI ARE NOT INCLUDED IN THE FORM 990 AS CONTRIBUTION AND GRANT REVENUE. | Desc |
| Total Program Service Expenses | $87,058,753 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 304 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDRA SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5135560831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 UNIVERSITY HALL 51 GOODMAN DR | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45219 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LEIGH R FOX | |||||||||
| CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RAE A MANG | |||||||||
| IMMEDIATE PAST CHAIR | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALVIN H CRAWFORD MD | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| AMANDA WAIT | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA K WIOT | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW PATTERSON | |||||||||
| TRUSTEE - PART YEAR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANIL HINDUJA | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANNABEL KONESCO | |||||||||
| TRUSTEE - PART YEAR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANNDREA MOORE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ARUN MURTHY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA FANT | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CARA BAAH-BINNEY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER VAN PELT | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DARRELL D MILLER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN L BOWMAN III | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ERIC C BROYLES | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GARY D JOHNS | |||||||||
| TRUSTEE - PART YEAR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JACQUELINE C NEUMANN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES BOYCE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEROME C KATHMAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JERRY L FRITZ | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN B BERDING | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JUDY L PERSHERN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLEE J DOBBS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KIRK PERRY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LA VANDEZ JONES | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LAURENCE F JONES III | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LORI A BEER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LOURDES HARSHE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET SPRUNG | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NANCY SANTI | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PAUL GREEN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD C SEAL | |||||||||
| TRUSTEE - PART YEAR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RUSSELL C MYERS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RUTHIE S KEEFE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHAKILA T AHMAD | |||||||||
| TRUSTEE - PART YEAR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHENAN P MURPHY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHIMUL A SHAH | |||||||||
| TRUSTEE - PART YEAR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN E KIMPEL | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS CARLETON | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY A ELSBROCK | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J DAVIS | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM T NEAT | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER ELLISON | |||||||||
| CHIEF OF STAFF, SECRETARY | 40.0 | 0.0 | Yes (X) | $155,158 | $0 | $28,829 | |||
| KENDRA SMITH | |||||||||
| VP & CFO, TREASURER (beg May 2025) | 40.0 | 0.0 | Yes (X) | $172,565 | $0 | $18,215 | |||
| O RICHARD BUNDY III | |||||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | $392,325 | $0 | $44,801 | |||
| THOMAS D FREEMAN | |||||||||
| VP & CFO, TREASURER (until Oct 2024) | 40.0 | 0.0 | Yes (X) | $522,869 | $14,175 | $31,099 | |||
| CALEB WHITTED | |||||||||
| VP FOR DEVELOPMENT, WEST & REGIONAL CAMPUSES | 40.0 | 0.0 | $283,299 | $0 | $42,448 | Yes (X) | |||
| CARRIE WHITE | |||||||||
| VP OF TECH, INFO & PHILAN STRATEGY | 40.0 | 0.0 | $256,086 | $0 | $26,825 | Yes (X) | |||
| JENNIFER HEISEY | |||||||||
| VP, ALUMNI & ANNUAL GIVING | 40.0 | 0.0 | $294,966 | $0 | $38,082 | Yes (X) | |||
| JONATHAN AGREE | |||||||||
| VP FOR DEVELOPMENT, ACADEMIC HEALTH ENTERPRISE | 40.0 | 0.0 | $381,980 | $0 | $49,251 | Yes (X) | |||
| HEATHER PENA | |||||||||
| ASSOC VP, ALUM & AG | 40.0 | 0.0 | $198,596 | $0 | $34,182 | Yes (X) | |||
| JULIE ENGEBRECHT | |||||||||
| VP, STRATEGIC COMMUNICATIONS | 40.0 | 0.0 | $215,583 | $0 | $38,246 | Yes (X) | |||
| KAREN HATCHER | |||||||||
| AVP OF PRINCIPAL GIFTS, ATHLETICS | 40.0 | 0.0 | $258,273 | $0 | $33,003 | Yes (X) | |||
| LINDA BLEDSOE | |||||||||
| VP, HUMAN RESOURCES | 40.0 | 0.0 | $279,376 | $0 | $17,966 | Yes (X) | |||
| TAMMY WERNKE | |||||||||
| AVP, GIFT PLANNING | 40.0 | 0.0 | $205,248 | $0 | $33,074 | Yes (X) | |||
| GYAN JHA | |||||||||
| TRUSTEE - PART YEAR | $0 | $0 | $0 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,616,324 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $14,175 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $436,021 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 57 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IDEAS UNITED LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 GLENWOOD AVE SE SUITE 330 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $250,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $721,330 | FundraisingAmt |
| All Other Contributions | $81,968,886 | AllOtherContributionsAmt |
| Noncash Contributions | $3,721,570 | NoncashContributionsAmt |
| Total Contributions | $82,690,216 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| GENERAL MANAGEMENT FEE | $19,647,520 | $19,647,520 | |
| END FUND-RAISING ASSESSMENT | $11,245,981 | $11,245,981 | |
| ENDOWMENT ADMIN. FEE REVENUE | $332,998 | $332,998 | |
| SPONSORSHIPS AND OTHER | $89,978 | $89,978 | |
| AFFINITY REVENUE | $25,000 | $25,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$3,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,338,477 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,116,079 | TotalRevenueColumnAmt |
| Exclusion | $23,116,079 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,372,658 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,275,516 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,097,142 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,097,142 | TotalRevenueColumnAmt |
| Exclusion | $10,097,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,080,656 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $721,330 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $869,062 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,594 | TotalRevenueColumnAmt |
| Exclusion | $211,594 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,453,508 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,313,477 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $25,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,424,815 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,280,206 | TotalAmt |
| Program Services | $83,280,206 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,276,968 | TotalAmt |
| Program Services | $345,505 | ProgramServicesAmt |
| Management And General | $540,806 | ManagementAndGeneralAmt |
| Fundraising | $2,390,657 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,731,303 | TotalAmt |
| Program Services | $1,764,054 | ProgramServicesAmt |
| Management And General | $2,761,206 | ManagementAndGeneralAmt |
| Fundraising | $12,206,043 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,679 | TotalAmt |
| Program Services | $127,858 | ProgramServicesAmt |
| Management And General | $200,131 | ManagementAndGeneralAmt |
| Fundraising | $884,690 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,329,612 | TotalAmt |
| Program Services | $245,621 | ProgramServicesAmt |
| Management And General | $384,461 | ManagementAndGeneralAmt |
| Fundraising | $1,699,530 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,319,522 | TotalAmt |
| Program Services | $139,123 | ProgramServicesAmt |
| Management And General | $217,764 | ManagementAndGeneralAmt |
| Fundraising | $962,635 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,301 | TotalAmt |
| Program Services | $3,836 | ProgramServicesAmt |
| Management And General | $53,909 | ManagementAndGeneralAmt |
| Fundraising | $71,556 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,751 | TotalAmt |
| Program Services | $5,659 | ProgramServicesAmt |
| Management And General | $79,529 | ManagementAndGeneralAmt |
| Fundraising | $105,563 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,147 | TotalAmt |
| Program Services | $652 | ProgramServicesAmt |
| Management And General | $296,337 | ManagementAndGeneralAmt |
| Fundraising | $12,158 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,650,943 | TotalAmt |
| Program Services | $40,612 | ProgramServicesAmt |
| Management And General | $687,851 | ManagementAndGeneralAmt |
| Fundraising | $922,480 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,956,767 | TotalAmt |
| Program Services | $723,207 | ProgramServicesAmt |
| Management And General | $24,240 | ManagementAndGeneralAmt |
| Fundraising | $1,209,320 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,293 | TotalAmt |
| Program Services | $18,241 | ProgramServicesAmt |
| Management And General | $9,785 | ManagementAndGeneralAmt |
| Fundraising | $221,267 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,553,708 | TotalAmt |
| Program Services | $104,120 | ProgramServicesAmt |
| Management And General | $242,430 | ManagementAndGeneralAmt |
| Fundraising | $1,207,158 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,714 | TotalAmt |
| Program Services | $54,517 | ProgramServicesAmt |
| Management And General | $62,585 | ManagementAndGeneralAmt |
| Fundraising | $358,612 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,892 | TotalAmt |
| Program Services | $54,891 | ProgramServicesAmt |
| Management And General | $3,934 | ManagementAndGeneralAmt |
| Fundraising | $346,067 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,288 | TotalAmt |
| Program Services | $15,469 | ProgramServicesAmt |
| Management And General | $220,659 | ManagementAndGeneralAmt |
| Fundraising | $69,160 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,206 | TotalAmt |
| Program Services | $6,625 | ProgramServicesAmt |
| Management And General | $8,281 | ManagementAndGeneralAmt |
| Fundraising | $40,300 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,284 | TotalAmt |
| Program Services | $13,441 | ProgramServicesAmt |
| Management And General | $15,430 | ManagementAndGeneralAmt |
| Fundraising | $88,413 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FUNDRAISING ASSESSMENT | $5,517,581 | $0 | $0 | $5,517,581 |
| CULTIVATION | $271,363 | $11,722 | $2,469 | $257,172 |
| FINANCE CHARGES | $157,429 | $36,212 | $8,537 | $112,680 |
| MEMBERSHIP DUES | $60,070 | $3,020 | $43,455 | $13,595 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,710 | TotalAmt |
| Program Services | $64,162 | ProgramServicesAmt |
| Management And General | $51,241 | ManagementAndGeneralAmt |
| Fundraising | $184,307 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,854,737 | TotalAmt |
| Program Services | $87,058,753 | ProgramServicesAmt |
| Management And General | $5,915,040 | ManagementAndGeneralAmt |
| Fundraising | $28,880,944 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,765,665 | BOYAmt |
| EOY | $14,129,026 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,845,315 | BOYAmt |
| EOY | $112,379,561 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,679,773 | BOYAmt |
| EOY | $3,326,818 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $373,532 | BOYAmt |
| EOY | $245,158 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,680,077 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,621,446 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,092 | BOYAmt |
| EOY | $58,631 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,482,450 | BOYAmt |
| EOY | $828,164,783 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,466,142 | BOYAmt |
| EOY | $12,603,927 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,693,969 | BOYAmt |
| EOY | $970,907,904 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,392,041 | BOYAmt |
| EOY | $16,669,573 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,324,225 | BOYAmt |
| EOY | $25,461,074 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,216,266 | BOYAmt |
| EOY | $42,630,647 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,686,115 | BOYAmt |
| EOY | $19,906,923 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $838,791,588 | BOYAmt |
| EOY | $908,370,334 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $858,477,703 | BOYAmt |
| EOY | $928,277,257 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,693,969 | BOYAmt |
| EOY | $970,907,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $25,598,771 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $46,498,562 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,297,779 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,880,064 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,558,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,288,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,885,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,690,216 | CurrentTaxYearAmt |
| Total | $459,303,438 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $192,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $192,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $192,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $419,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $176,600 | CurrentTaxYearAmt |
| Total | $1,173,950 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,072,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,751,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,481,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,305,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,866,816 | CurrentTaxYearAmt |
| Total | $460,477,388 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $73,691,565 | SubstantialContributorsTotAmt |
| Public Support Total170 | $386,785,823 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,075,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,734,386 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,025,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,758,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,116,079 | CurrentTaxYearAmt |
| Total | $80,710,015 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,000 | CurrentTaxYearAmt |
| Total | $379,375 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $237,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $673,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $849,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,217,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,080,656 | CurrentTaxYearAmt |
| Total | $4,058,891 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $545,625,669 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $138,189,781 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70888 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7119 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - FUNDRAISING, COLUMN A - 237768.0, COLUMN B - 599831.0, COLUMN C - 849836.0, COLUMN D - 1217310.0, COLUMN E - 1080656.0, COLUMN F - 3985401.0; DESCRIPTION - MISC. - EXCLUDED, COLUMN A - 0.0, COLUMN B - 73490.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 73490.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $670,578,750 | BeginningYearBalanceAmt |
| Contributions | $80,383,192 | ContributionsAmt |
| Investment Earnings Or Losses | $79,325,841 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,824,061 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,974,510 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $798,489,212 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $612,379,547 | BeginningYearBalanceAmt |
| Contributions | $23,228,382 | ContributionsAmt |
| Investment Earnings Or Losses | $63,731,141 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,455,497 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,304,823 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $670,578,750 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $581,475,459 | BeginningYearBalanceAmt |
| Contributions | $23,645,342 | ContributionsAmt |
| Investment Earnings Or Losses | $36,288,693 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,447,310 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,582,637 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $612,379,547 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $574,891,720 | BeginningYearBalanceAmt |
| Contributions | $25,036,460 | ContributionsAmt |
| Investment Earnings Or Losses | $4,615,300 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,649,337 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,418,684 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $581,475,459 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $445,514,316 | BeginningYearBalanceAmt |
| Contributions | $20,704,713 | ContributionsAmt |
| Investment Earnings Or Losses | $128,959,503 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,691,700 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,595,112 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $574,891,720 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0049 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9383 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0568 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,894,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,894,271 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,163,583 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,105,107 | DepreciationAmt |
| Book Value | $58,476 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,622,223 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,622,068 | DepreciationAmt |
| Book Value | $155 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $58,631 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| AGENCY PAYABLE | $16,296,408 |
| TRUST HELD FOR THE BENEFIT OF OTHERS | $6,959,617 |
| REFUNDABLE DEPOSITS | $957,847 |
| OPERATING LEASE LIABILITIES | $1,142,544 |
| OTHER ACCRUED LIABILITIES | $104,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,461,074 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $192,656,074 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $46,498,561 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $176,600 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$2,054,480 | OtherRevenueAmt |
| Revenue Not Reported | $44,620,681 | RevenueNotReportedAmt |
| Revenue Subtotal | $148,035,393 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $287,177 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$869,062 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$581,885 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $147,453,508 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $122,856,519 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $176,600 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,112,359 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,288,959 | ExpensesNotReportedAmt |
| Expenses Subtotal | $121,567,560 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $287,177 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $287,177 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $121,854,737 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE EARNINGS FROM THE UNIVERSITY OF CINCINNATI FOUNDATION ENDOWMENT FUNDS ARE TRANSFERRED TO THE UNIVERSITY OF CINCINNATI TO BE DISBURSED ACCORDING TO THE RESTRICTIONS OF EACH ENDOWMENT. THESE RESTRICTIONS INCLUDE SCHOLARSHIPS, CHAIRS, PROFESSORSHIPS, FACILITIES AND OTHER PROGRAMMATIC SUPPORT FOR THE COLLEGES AND DEPARTMENTS OF THE UNIVERSITY. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION AS DEFINED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, AS SUCH, IS EXEMPT FROM FEDERAL INCOME TAXES. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS AS TO WHETHER IT IS MORE LIKELY THAN NOT A TAX POSITION COULD BE SUSTAINED IN AN EVENT OF AN AUDIT BY THE APPLICABLE TAXING AUTHORITY. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS, AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. OPEN TAX YEARS FOR THE FOUNDATION INCLUDE 2025, 2024, AND 2023. AS OF JUNE 30, 2025, AND 2024, THE FOUNDATION HAS NO ASSETS OR LIABILITIES RECORDED RELATED TO UNCERTAIN TAX POSITIONS. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 930094 PLEDGE LOSS - -2984574 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | FUNDRAISING EVENT EXPENSES - -869062 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | CHANGE IN PV OF ANNUITIES PAYABLE - 243297 FUNDRAISING EVENT EXPENSES - 869062 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BRAIN TUMOR CENTER WALK | Event1Nm |
| Gross Receipts Event1 | $251,144 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $251,144 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $0 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,911 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $125 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $61,800 | OtherDirectExpensesEvent1Amt |
| Event2 | SUNFLOWER REVOLUTION | Event2Nm |
| Gross Receipts Event2 | $218,025 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $218,025 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $7,127 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $125 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,191 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $53,671 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 28 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,332,818 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $252,162 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,080,656 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $4,013 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $43,880 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $391,100 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,650 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $293,469 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,801,987 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $721,331 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,080,656 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $4,013 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $59,918 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $391,350 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,841 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $408,940 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $869,062 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $211,594 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CINCINNATI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2624 CLIFTON AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 316000989 | RecipientEIN |
| IRC Section | 115 | IRCSectionDesc |
| Cash Grant | $83,280,206 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION WAS ESTABLISHED AS THE FUNDRAISING ENTITY FOR THE UNIVERSITY OF CINCINNATI. ALL MONEY RAISED IS TRANSFERRED TO THE UNIVERSITY. THE FOUNDATION DOES NOT DETERMINE THE USE OF THE GIFT FUNDS. FUNDS RAISED ARE ALLOCATED ACCORDING TO RESTRICTIONS ESTABLISHED BY DONORS. IF GIFTS ARE MADE WITHOUT DONOR RESTRICTIONS, ALLOCATION IS DETERMINED BY THE UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| O RICHARD BUNDY III | ||||||||||||||
| PRESIDENT | $383,221 | $0 | $0 | $0 | $9,104 | $0 | $30,500 | $0 | $14,301 | $0 | $437,126 | $0 | $0 | $0 |
| KENDRA SMITH | ||||||||||||||
| VP & CFO, TREASURER (beg May 2025) | $156,031 | $0 | $8,459 | $0 | $8,075 | $0 | $15,477 | $0 | $2,738 | $0 | $190,780 | $0 | $0 | $0 |
| THOMAS D FREEMAN | ||||||||||||||
| VP & CFO, TREASURER (until Oct 2024) | $477,961 | $14,175 | $21,689 | $0 | $23,219 | $0 | $21,050 | $0 | $10,049 | $0 | $553,968 | $14,175 | $0 | $0 |
| HEATHER ELLISON | ||||||||||||||
| CHIEF OF STAFF, SECRETARY | $141,261 | $0 | $13,630 | $0 | $267 | $0 | $14,754 | $0 | $14,075 | $0 | $183,987 | $0 | $0 | $0 |
| JONATHAN AGREE | ||||||||||||||
| VP FOR DEVELOPMENT, ACADEMIC HEALTH ENTERPRISE | $351,512 | $0 | $30,210 | $0 | $258 | $0 | $30,500 | $0 | $18,751 | $0 | $431,231 | $0 | $0 | $0 |
| JENNIFER HEISEY | ||||||||||||||
| VP, ALUMNI & ANNUAL GIVING | $269,774 | $0 | $25,054 | $0 | $138 | $0 | $27,059 | $0 | $11,023 | $0 | $333,048 | $0 | $0 | $0 |
| CALEB WHITTED | ||||||||||||||
| VP FOR DEVELOPMENT, WEST & REGIONAL CAMPUSES | $250,442 | $0 | $22,803 | $0 | $10,054 | $0 | $23,000 | $0 | $19,448 | $0 | $325,747 | $0 | $0 | $0 |
| CARRIE WHITE | ||||||||||||||
| VP OF TECH, INFO & PHILAN STRATEGY | $234,107 | $0 | $21,889 | $0 | $90 | $0 | $23,000 | $0 | $3,825 | $0 | $282,911 | $0 | $0 | $0 |
| KAREN HATCHER | ||||||||||||||
| AVP OF PRINCIPAL GIFTS, ATHLETICS | $237,715 | $0 | $19,796 | $0 | $762 | $0 | $23,810 | $0 | $9,193 | $0 | $291,276 | $0 | $0 | $0 |
| JULIE ENGEBRECHT | ||||||||||||||
| VP, STRATEGIC COMMUNICATIONS | $199,571 | $0 | $15,416 | $0 | $596 | $0 | $20,859 | $0 | $17,387 | $0 | $253,829 | $0 | $0 | $0 |
| TAMMY WERNKE | ||||||||||||||
| AVP, GIFT PLANNING | $187,628 | $0 | $17,390 | $0 | $230 | $0 | $15,096 | $0 | $17,978 | $0 | $238,322 | $0 | $0 | $0 |
| LINDA BLEDSOE | ||||||||||||||
| VP, HUMAN RESOURCES | $278,895 | $0 | $157 | $0 | $324 | $0 | $9,750 | $0 | $8,216 | $0 | $297,342 | $0 | $0 | $0 |
| HEATHER PENA | ||||||||||||||
| ASSOC VP, ALUM & AG | $188,047 | $0 | $10,495 | $0 | $54 | $0 | $18,980 | $0 | $15,202 | $0 | $232,778 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | SOME EMPLOYEES RECEIVED GIFT CARDS WHICH WE GROSS UP FOR TAX PURPOSES. THEY ARE INCLUDED IN THE TOTAL COMPENSATION FOR THE EMPLOYEES WHO RECEIVE THE GIFT CARDS. AMOUNTS ARE NOT MATERIAL |
| Schedule J, Part I, Line 1a Health or social club dues or initiation fees | CERTAIN EXECUTIVES HAVE SOCIAL CLUB MEMBERSHIPS. THEY ARE TAXED ON PERSONAL USAGE ON A PROPORTIONAL BASIS. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | PETER LANDGREN'S CONTRACTUAL TRANSITION PAYMENTS WERE ACCRUED IN FISCAL YEAR 2024 AND PAID IN FISCAL YEAR 2025. TOM FREEMAN'S CONTRACTUAL TRANSITION PAYMENT WAS PAID IN FISCAL YEAR 2025. LINDA BLEDSOE'S CONTRACTUAL TRANSITION PAYMENT WAS PAID IN FISCAL YEAR 2024. |
| Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization | BONUS AMOUNTS FOR EMPLOYEES ARE DETERMINED AS PART OF THE FOUNDATION'S PERFORMANCE MANAGEMENT SYSTEM AND ARE CONTINGENT UPON MEETING FUNDRAISING AND OTHER PERFORMANCE GOALS. BONUS AMOUNTS ARE EQUAL TO A PERCENTAGE OF AN EMPLOYEE'S SALARY OR MAY BE DISCRETIONARY BASED ON OVERALL EMPLOYEE PERFORMANCE. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 93 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,658,071 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - AVG HIGH/LOW PRICE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $226,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - COMPARABLE RENTAL RATES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DONATED CATERING | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $63,499 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I COLUMN (B) | THE NUMBER LISTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | PUBLICLY TRADED STOCK IS SOLD BY LOCAL STOCK BROKERS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL | POSITION COMPENSATION IS COMPARED ANNUALLY TO MARKET COMPENSATION BENCHMARKING DATA BY THE HUMAN RESOURCES DEPARTMENT. EVALUATION OF INDIVIDUAL PERFORMANCE AGAINST ESTABLISHED GOALS OCCURS ANNUALLY. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN FISCAL YEAR 2025. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS PRESENTED TO THE FINANCE & RISK COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. THE FINANCE & RISK COMMITTEE REPORTS ON THE RESULTS OF THEIR REVIEW TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR FINAL APPROVAL PRIOR TO FILING. THE FORM 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | TRUSTEES MUST ACT IN ACCORDANCE WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY. TRUSTEES SHALL DISCLOSE TO THE BOARD ANY ACTUAL, PERCEIVED, OR POSSIBLE CONFLICT OF INTEREST AT THE EARLIEST PRACTICAL TIME. WHERE A TRUSTEE'S BUSINESS OR OTHER RELATIONSHIP MAY BE INVOLVED IN A FINANCIAL TRANSACTION WITH THE FOUNDATION, SUCH TRANSACTION SHALL BE MADE AS A RESULT OF COMPETITIVE BIDDING OR OTHER OBJECTIVE MEASURE IN THE BEST INTEREST OF THE FOUNDATION, OR, WHERE PRICE IS NOT A FACTOR, DECISIONS SHALL BE MADE ONLY AFTER DISCUSSIONS BY THE BOARD OF TRUSTEES, AND ONLY WHERE IT IS CLEAR THAT NO OTHER SOURCE CAN BETTER SERVE THE FOUNDATION. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ANNUAL AUDIT REPORT WITH FINANCIAL STATEMENTS AND FOOTNOTES IS ALSO AVAILABLE ON THE AUDITOR OF STATE OF OHIO WEBSITE. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | GIFT INVESTMENT FEE REVENUE - Total Revenue: -3000, Related or Exempt Function Revenue: -3000, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN PV OF ANNUITIES PAYABLE - -243297; CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 930094; PLEDGE LOSS - -2984574; ROUNDING - -2; Total - -2297779; |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| UCF REAL ESTATE LLC | ||||||||
| 100 UNIVERSITY HALL 51 GOODMAN DR | CINCINNATI | OH | 45219 | REAL ESTATE HOLDING | OH | $0 | $156,800 | UNIVERSITY OF CINCINNATI FDN |
| UCF HOLDINGS LLC | ||||||||
| 100 UNIVERSITY HALL 51 GOODMAN DRI | CINCINNATI | OH | 45219 | REAL ESTATE HOLDING | OH | $0 | $10,800,000 | UNIVERSITY OF CINCINNATI FDN |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CINCINNATI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2624 CLIFTON AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316000989 | EIN |
| Primary Activities | SCHOOL | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 115 | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF CINCINNATI | ||
| B | $83,280,206 | FMV - GAAP |
| UNIVERSITY OF CINCINNATI | ||
| K | $176,600 | FMV |
| UNIVERSITY OF CINCINNATI | ||
| C | $226,269 | FMV |
| UNIVERSITY OF CINCINNATI | ||
| L | $16,760,925 | GAAP |
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