UNIVERSITY OF ILLINOIS FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF ILLINOIS FOUNDATION (EIN 37-6006007)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202631359349306108
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T10:36:39+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 CLARENDON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021165072ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN376006007EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1University of Illinois FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone2173330810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 ST MARYS ROADAddressLine1Txt
CityCHAMPAIGNCityNm
State AbbreviationILStateAbbreviationCd
ZIP61820ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames H Moore JrPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEmma WalshPreparerPersonNm
PTINP02373508PTIN
Phone6172662000PhoneNum
Preparation2026-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1James H Moore JrBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 ST MARYS ROADAddressLine1Txt
CityCHAMPAIGNCityNm
State AbbreviationILStateAbbreviationCd
ZIP61820ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,781,411,255GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.uif.uillinois.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1935FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionThe University of Illinois Foundation's corporate mission is to advance the interests and welfare of the University of Illinois. As stated in its Articles of Incorporation, the role of the Foundation is procuring private support on behalf of the University. The Foundation functions as the independent official fundraising and private gift-receiving organization for the University of Illinois. The Foundation works hand-in-hand with the President of the University of Illinois System and the Chancellor for each university to identify strategic private support priorities, create suitable fundraising strategies and tactics, and implement and evaluate appropriate development programs. In its role of developing private gifts, the Foundation leads the effort to plan and mount special fundraising initiatives, as well as annual giving programs and major capital campaigns, working in collaboration with a network of University development professionals.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee210TotalEmployeeCnt
Total Volunteers947TotalVolunteersCnt
Total Gross UBI$17,329,195TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$9,162,275NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$314,244,685PYContributionsGrantsAmt
CY Contributions Grants$342,032,709CYContributionsGrantsAmt
PY Program Service Revenue$8,585,409PYProgramServiceRevenueAmt
CY Program Service Revenue$8,855,653CYProgramServiceRevenueAmt
PY Investment Income$334,715,722PYInvestmentIncomeAmt
CY Investment Income$246,876,903CYInvestmentIncomeAmt
PY Other Revenue$13,747,847PYOtherRevenueAmt
CY Other Revenue$16,725,655CYOtherRevenueAmt
PY Total Revenue$671,293,663PYTotalRevenueAmt
CY Total Revenue$614,490,920CYTotalRevenueAmt
PY Grants And Similar Paid$272,892,061PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$312,306,069CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$35,493,939PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$39,072,822CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$218,463PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$184,397CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$24,366,002CYTotalFundraisingExpenseAmt
PY Other Expenses$39,220,599PYOtherExpensesAmt
CY Other Expenses$38,717,913CYOtherExpensesAmt
PY Total Expenses$347,825,062PYTotalExpensesAmt
CY Total Expenses$390,281,201CYTotalExpensesAmt
PY Revenues Less Expenses$323,468,601PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$224,209,719CYRevenuesLessExpensesAmt
Total Assets BOY$3,593,401,616TotalAssetsBOYAmt
Total Assets EOY$3,696,953,968TotalAssetsEOYAmt
Total Liabilities BOY$103,790,788TotalLiabilitiesBOYAmt
Total Liabilities EOY$106,166,163TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,489,610,828NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,590,787,805NetAssetsOrFundBalancesEOYAmt
MissionThe Foundation, a 501(c)(3) charitable organization, is an independent and separate nonprofit entity from the University of Illinois. Our mission is to encourage and administer private gifts and serve the UI System by working closely with alumni, faculty, corporations, foundations, and development staff to create fundraising programs and opportunities that benefit the University of Illinois.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$312,306,069ExpenseAmt
Grant$312,306,069GrantAmt
Revenue$272,458,211RevenueAmt
DescThe University of Illinois Foundation makes distributions to the University of Illinois which uses these distributions in accordance with donor intent for many purposes, including student support, faculty support, and research.Desc
Total Program Service Expenses$312,306,069TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document247IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee210EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryHUForeignCountryCd
Foreign CountryICForeignCountryCd
Foreign CountryIDForeignCountryCd
Foreign CountryJAForeignCountryCd
Foreign CountryKSForeignCountryCd
Foreign CountryMYForeignCountryCd
Foreign CountryMXForeignCountryCd
Foreign CountryPLForeignCountryCd
Foreign CountryRSForeignCountryCd
Foreign CountryTUForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryBRForeignCountryCd
Foreign CountryCAForeignCountryCd
Foreign CountryCJForeignCountryCd
Foreign CountryCHForeignCountryCd
Foreign CountryCOForeignCountryCd
Foreign CountryEZForeignCountryCd
Foreign CountryDAForeignCountryCd
Foreign CountryGRForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (true)Form1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHRISTINE C DEVOCELLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2173330810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 ST MARYS ROADAddressLine1Txt
CityCHAMPAIGNCityNm
State AbbreviationILStateAbbreviationCd
ZIP61820ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Anthony G DiTommaso
Immediate Past Chair of the Board2.00.0Yes (X)Yes (X)$0$0$0
Karen M Golz
Chair-Elect2.00.0Yes (X)Yes (X)$0$0$0
Richard C Osborne
Chair of the Board2.00.0Yes (X)Yes (X)$0$0$0
A Helen McGrath
Director2.00.0Yes (X)$0$0$0
Alan D Feldman
Director - end Nov '242.00.0Yes (X)$0$0$0
Alejandra Garza
Director2.00.0Yes (X)$0$0$0
Amita K Schultes
Director - begin Nov '242.00.0Yes (X)$0$0$0
Beth Georgia Gies
Director2.00.0Yes (X)$0$0$0
Cynthia M Helle
Director2.00.0Yes (X)$0$0$0
Deborah A Paul
Director2.00.0Yes (X)$0$0$0
Donald E Bielinski
Director2.00.0Yes (X)$0$0$0
Gozen A Hartman
Director - begin Nov '242.00.0Yes (X)$0$0$0
Jean M Manning
Director2.00.0Yes (X)$0$0$0
Julie A Kellner
Director2.00.0Yes (X)$0$0$0
Kay M Schwichtenberg
Director - end Nov '242.00.0Yes (X)$0$0$0
Khawar M Siddique
Director2.00.0Yes (X)$0$0$0
Laura L Fraley
Director - end Nov '242.00.0Yes (X)$0$0$0
Mark D Coe
Director - end Nov 24'2.00.0Yes (X)$0$0$0
Mary Ellen Penicook
Director2.00.0Yes (X)$0$0$0
Paul T Tucker
Director2.00.0Yes (X)$0$0$0
Rakesh Varma
Director - begin Nov '242.00.0Yes (X)$0$0$0
Saul J Morse
Director2.00.0Yes (X)$0$0$0
Shakeeb Alam
Director2.00.0Yes (X)$0$0$0
Stuart L Levenick
Director2.00.0Yes (X)$0$0$0
William D Forsyth
Director2.00.0Yes (X)$0$0$0
Christine C Devocelle
Treasurer & COO40.00.0Yes (X)$383,671$0$64,519
Jacquline N Schweighart
Assistant Secretary40.00.0Yes (X)$262,078$0$70,180
James H Moore Jr
President & CEO40.00.0Yes (X)$1,005,232$0$60,170
Jennifer F Cerasa
Secretary & General Counsel40.00.0Yes (X)$257,573$0$53,671
Kelly L Bennett
Assistant Treasurer40.00.0Yes (X)$156,840$0$59,327
Michelle S Bolger
Assistant Treasurer40.00.0Yes (X)$208,398$0$65,436
Travis W Shore
Chief Investment Officer40.00.0Yes (X)$1,093,094$0$62,870
Frank Robinson
Managing Director40.00.0$743,910$0$58,827Yes (X)
Jaime N Davis
Senior Director40.00.0$367,959$0$157,886Yes (X)
Jeremy Heer
Managing Director40.00.0$636,516$0$56,271Yes (X)
Matthew McGanity
Managing Director40.00.0$744,636$0$51,121Yes (X)
Michael A Davis
Chief Technology Officer40.00.0$245,896$0$53,085Yes (X)
Brooke Weisenbeck
Sr. Vice President40.00.0$223,683$0$56,348Yes (X)
Edward F Ewald
Executive Advisor - End Dec '2420.00.0$271,583$0$57,787Yes (X)
Kristie DeKoker
VC Health Affairs40.00.0$333,217$0$44,924Yes (X)
Margaret A Cline
Vice President40.00.0$249,492$0$66,482Yes (X)
Richard H Darnell Jr
Senior Vice President - End Sept '2440.00.0$216,431$0$43,250Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,400,209TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,082,154TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K52IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Berglund Construction Company
8410 S South Chicago AvenueChicagoIL60617Design-Build/General Construction$2,485,561
Collegiate Peaks Asset Management LLC
201 Milwaukee St 200DenverCO80206Investment Management$1,962,942
Wasserstein Debt Opportunities MGMT LP
1185 Avenue of the Americas 39th FLNew YorkNY10036Investment Management$1,182,127
ShawSpring Partners LLC
171 Newbury Street Suite 5BostonMA02116Investment Management$843,957
Dorsey Asset Management LLC
150 N Wacker Drive Suite 960ChicagoIL60606Investment Management$751,554
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K16CntrctRcvdGreaterThan100KCnt
Related Organizations$29,377RelatedOrganizationsAmt
All Other Contributions$342,003,332AllOtherContributionsAmt
Noncash Contributions$82,711,186NoncashContributionsAmt
Total Contributions$342,032,709TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
University Contract & Budget813211$8,631,990$8,631,990
Annual Funds813211$223,663$223,663

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$8,855,653TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,879,245TotalRevenueColumnAmt
Related Or Exempt Func Income$24,550,050RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$17,329,195UnrelatedBusinessRevenueAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,647,219RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$457,540RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,189,679RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,189,679TotalRevenueColumnAmt
Related Or Exempt Func Income$1,189,679RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,366,449,103SecuritiesAmt
Other$5,011,350OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,163,237,795SecuritiesAmt
Other$3,225,000OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$203,211,308SecuritiesAmt
Other$1,786,350OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$204,997,658TotalRevenueColumnAmt
Related Or Exempt Func Income$204,997,658RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Athletic Receipts813211$11,849,483$11,849,483
Non-Gift Revenue (Sales, Auctions813211$3,659,841$3,659,841

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,652TotalRevenueColumnAmt
Related Or Exempt Func Income$26,652RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$15,535,976OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$614,490,920TotalRevenueColumnAmt
Related Or Exempt Func Income$255,129,016RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$17,329,195UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$312,283,569TotalAmt
Program Services$312,283,569ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$22,500TotalAmt
Program Services$22,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,782,160TotalAmt
Management And General$5,884,833ManagementAndGeneralAmt
Fundraising$897,327FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$23,585,448TotalAmt
Management And General$8,775,363ManagementAndGeneralAmt
Fundraising$14,810,085FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,549,173TotalAmt
Management And General$925,051ManagementAndGeneralAmt
Fundraising$624,122FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,870,440TotalAmt
Management And General$3,278,953ManagementAndGeneralAmt
Fundraising$2,591,487FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,285,601TotalAmt
Management And General$813,319ManagementAndGeneralAmt
Fundraising$472,282FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$209,282TotalAmt
Management And General$209,282ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$553,456TotalAmt
Management And General$553,456ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$184,397TotalAmt
Fundraising$184,397FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$21,028,304TotalAmt
Management And General$21,028,304ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,869,978TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,427,883ManagementAndGeneralAmt
Fundraising$442,095FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$160,131TotalAmt
Fundraising$160,131FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,249,756TotalAmt
Management And General$979,222ManagementAndGeneralAmt
Fundraising$270,534FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,515,216TotalAmt
Management And General$2,272,636ManagementAndGeneralAmt
Fundraising$242,580FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,207,603TotalAmt
Management And General$1,170,574ManagementAndGeneralAmt
Fundraising$37,029FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,524,457TotalAmt
Management And General$505,704ManagementAndGeneralAmt
Fundraising$1,018,753FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,099,258TotalAmt
Management And General$161,808ManagementAndGeneralAmt
Fundraising$1,937,450FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$926,196TotalAmt
Management And General$926,196ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,733,429TotalAmt
Management And General$1,733,429ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$62,889TotalAmt
Management And General$62,889ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Online research tools$653,963$419,159$234,804
Marketing & communicati$269,946$66,650$203,296
Membership & dues$292,377$52,747$239,630
UBI Tax$2,222,391$2,222,391

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$139,281TotalAmt
Program Services$0ProgramServicesAmt
Management And General$139,281ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$390,281,201TotalAmt
Program Services$312,306,069ProgramServicesAmt
Management And General$53,609,130ManagementAndGeneralAmt
Fundraising$24,366,002FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,878,433BOYAmt
EOY$8,430,331EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$207,000,000BOYAmt
EOY$256,000,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,513,370BOYAmt
EOY$7,644,710EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$49,589BOYAmt
EOY$45,252EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,382,417BOYAmt
EOY$3,756,180EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$217,891,815LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,447,260LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$202,706,447BOYAmt
EOY$206,444,555EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,127,837,248BOYAmt
EOY$1,219,078,438EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,950,240,614BOYAmt
EOY$1,911,807,185EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$80,793,498BOYAmt
EOY$83,747,317EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,593,401,616BOYAmt
EOY$3,696,953,968EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,388,209BOYAmt
EOY$29,267,462EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$28,204,535BOYAmt
EOY$22,231,319EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,198,044BOYAmt
EOY$54,667,382EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$103,790,788BOYAmt
EOY$106,166,163EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$89,492,396BOYAmt
EOY$91,217,298EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,400,118,432BOYAmt
EOY$3,499,570,507EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,489,610,828BOYAmt
EOY$3,590,787,805EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,593,401,616BOYAmt
EOY$3,696,953,968EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$224,209,719ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$120,086,797NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,945,945OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$258,352,097CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$259,134,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$258,378,863CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$314,244,685CurrentTaxYearMinus1YearAmt
Current Tax Year$342,032,709CurrentTaxYearAmt
Total$1,432,143,129TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$258,352,097CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$259,134,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$258,378,863CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$314,244,685CurrentTaxYearMinus1YearAmt
Current Tax Year$342,032,709CurrentTaxYearAmt
Total$1,432,143,129TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$131,945,607SubstantialContributorsTotAmt
Public Support Total170$1,300,197,522PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,693,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,994,579CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,459,980CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,350,717CurrentTaxYearMinus1YearAmt
Current Tax Year$43,526,464CurrentTaxYearAmt
Total$160,024,919TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,592,168,048TotalSupportAmt
Gross Receipts Rltd Activities$115,780,665GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81662PublicSupportCY170Pct
Public Support PY1700.83061PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$0PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090PublicSupportCY509Pct
Public Support PY5090.0PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0.0InvestmentIncomePYPct
Private Foundation509Yes (X)PrivateFoundation509Ind

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$0CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$0CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$0CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$0CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$0CYDistributableAsAdjustedAmt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,071,027,362BeginningYearBalanceAmt
Contributions$121,032,101ContributionsAmt
Investment Earnings Or Losses$1,674,553InvestmentEarningsOrLossesAmt
Other Expenditures$26,106,314OtherExpendituresAmt
Administrative Expenses$60,462,895AdministrativeExpensesAmt
End Year Balance$3,107,164,807EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,768,594,320BeginningYearBalanceAmt
Contributions$160,181,809ContributionsAmt
Investment Earnings Or Losses$200,017,491InvestmentEarningsOrLossesAmt
Other Expenditures$1,486,783OtherExpendituresAmt
Administrative Expenses$56,279,475AdministrativeExpensesAmt
End Year Balance$3,071,027,362EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,573,230,510BeginningYearBalanceAmt
Contributions$97,853,842ContributionsAmt
Investment Earnings Or Losses$151,429,041InvestmentEarningsOrLossesAmt
Other Expenditures$1,504,606OtherExpendituresAmt
Administrative Expenses$52,414,467AdministrativeExpensesAmt
End Year Balance$2,768,594,320EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,766,168,250BeginningYearBalanceAmt
Contributions$92,809,764ContributionsAmt
Investment Earnings Or Losses-$240,112,903InvestmentEarningsOrLossesAmt
Other Expenditures$1,612,344OtherExpendituresAmt
Administrative Expenses$44,022,257AdministrativeExpensesAmt
End Year Balance$2,573,230,510EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,112,155,909BeginningYearBalanceAmt
Contributions$105,262,836ContributionsAmt
Investment Earnings Or Losses$598,310,179InvestmentEarningsOrLossesAmt
Other Expenditures$4,376,184OtherExpendituresAmt
Administrative Expenses$45,184,490AdministrativeExpensesAmt
End Year Balance$2,766,168,250EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.1675BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.8205PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.012TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$122,061,443InvestmentCostOrOtherBasisAmt
Book Value$122,061,443BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,179,444InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$81,950,333OtherCostOrOtherBasisAmt
Depreciation$1,351,942DepreciationAmt
Book Value$81,777,835BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,252OtherCostOrOtherBasisAmt
Depreciation$36,227DepreciationAmt
Book Value$4,025BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,660,343OtherCostOrOtherBasisAmt
Depreciation$10,059,091DepreciationAmt
Book Value$2,601,252BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$206,444,555TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
Investments - other securities
Closely held equity interests$622,700,493F
Alternative investments
non-exchange traded$1,204,836,320F
Real estate trusts & partnerships$65,766,342F
Private equity at cost$18,503,925C
Other investments$105F
FieldValueIRS element (for citing)
Total Book Value Securities$1,911,807,185TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
Federal Income Taxes
Other liabilities
Annuities payable$53,022,815
Remainder interest due to others$1,644,567
FieldValueIRS element (for citing)
Total Liability$54,667,382TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$469,985,438TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$120,086,797NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$5,587,703DonatedServicesAndUseFcltsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported-$114,499,094RevenueNotReportedAmt
Revenue Subtotal$584,484,532RevenueSubtotalAmt
Investment Expenses Not Incld$30,006,388InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$30,006,388RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$614,490,920TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$368,808,461TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$5,587,703DonatedServicesUseFcltsAmt
Other Expenses Included$2,945,945OtherExpensesIncludedAmt
Expenses Not Reported$8,533,648ExpensesNotReportedAmt
Expenses Subtotal$360,274,813ExpensesSubtotalAmt
Investment Expenses Not Incld2$30,006,388InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$30,006,388ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$390,281,201TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part XI, Line 2(d) Other Adjustments:Actuarial adjustment
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe University of Illinois Foundation's endowment funds are intended for use by the University of Illinois. When each endowment fund is established it is set up with a purpose code based on donor intent. Examples of these codes include scholarships, professorships, research, facilities, etc.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteManagement has evaluated its material tax positions, which include such matters as the tax exempt status of each entity and various positions relative to potential sources of UBI. As of June 30, 2025, there were no uncertain tax benefits identified and recorded as a liability.
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990Actuarial Adjustment - 2945945

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (17 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the Pacific00Fundraising$58,350
Europe (Including Iceland and Greenland)01Fundraising$127,123
Middle East and North Africa00Fundraising$21,189
South America00Fundraising$10,912
South Asia00Fundraising$12,342
East Asia and the Pacific00Investment oversight$66,887
Europe (Including Iceland and Greenland)00Investment oversight$63,015
North America (Canada & Mexico only)00Investment oversight$355
South America00Investment oversight$25,882
Central America and the Caribbean00Legal domicile of endowment investments$618,959,038
East Asia and the Pacific00Legal domicile of endowment investments$15,000,065
Europe (Including Iceland and Greenland)00Legal domicile of endowment investments$139,922,588
Middle East and North Africa00Legal domicile of endowment investments$23,270,771
North America (Canada & Mexico only)00Legal domicile of endowment investments$24,577,749
Sub-Saharan Africa00Legal domicile of endowment investments$1,066,176
North America (Canada & Mexico only)00Fundraising$3,125
South Asia00Investment Oversight$20,265
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees1SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee1TotalEmployeeCnt
Subtotal Spent$823,205,832SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$823,205,832TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-Other; EAST ASIA AND THE PACIFIC-Accrual,Other; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual,Other; MIDDLE EAST AND NORTH AFRICA-Accrual,Other; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual,Other; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-OtherExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Marts & Lundy
160 Chubb Avenue Suite 303LyndhurstNJ07071Fundraising Counselfalse$122,397$122,397$0
Ruffalo Noel Levitz LLC
5249 North Park Place NE 1061Cedar RapidsIA52402Fundraising Consultantfalse$62,000$62,000$0
FieldValueIRS element (for citing)
Total Gross Receipts$184,397TotalGrossReceiptsAmt
Total Retained By Contractors$184,397TotalRetainedByContractorsAmt
Total Net To Organization$0TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesALLicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b(v) payment of fees or payment of expensesFormAndLineReferenceDesc
ExplanationMARTS & LUNDY-THE FIRM WAS ENGAGED TO PROVIDE FUNDRAISING COUNSEL INCLUDING SIZING, FEASIBILITY, DONOR CAPACITY, DONOR PERCEPTIONS AND MOTIVATIONS, GOAL SETTING, ETC.;RUFFALO NOEL LEVITZ, LLC-THE FIRM WAS ENGAGED TO PROVIDE PROGRAM MANAGEMENT SERVICES, ENGAGEMENT, AND TECHNOLOGY ENABLED SERVICES FOR THE ENGAGEMENT CENTER.;ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
University of Illinois
506 S Wright StUrbanaIL61801376000511501(C)3$306,529,358$4,622,883FMV/AppraisalArtwork, Books, Equipment, and Other Similar ItemsSupport for the University of Illinois
University of Illinois Alumni Association
601 S Lincoln AvenueUrbanaIL61801376006004501(C)3$833,128Support on Behalf of the University of Illinois
Orthopterist's Society
2417 Fields South DriveChampaignIL61822382214605501(C)3$269,000Support on Behalf of the University of Illinois
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFellowshipGrantTypeTxt
Recipient2RecipientCnt
Cash Grant$22,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationThe University of Illinois Foundation does not administer the other assistance. The funds are transferred to the University of Illinois or organizations on their behalf which administer the funds.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
James H Moore Jr
President & CEO$674,912$0$328,250$0$2,070$0$25,650$0$34,520$0$1,065,402$0$0$0
Travis W Shore
Chief Investment Officer$693,094$0$400,000$0$0$0$25,650$0$37,220$0$1,155,964$0$0$0
Christine C Devocelle
Treasurer & COO$345,906$0$25,000$0$12,765$0$25,650$0$38,869$0$448,190$0$0$0
Jacquline N Schweighart
Assistant Secretary$249,128$0$0$0$12,950$0$31,311$0$38,869$0$332,258$0$0$0
Michelle S Bolger
Assistant Treasurer$208,398$0$0$0$0$0$26,567$0$38,869$0$273,834$0$0$0
Jennifer F Cerasa
Secretary & General Counsel$253,739$0$0$0$3,834$0$19,022$0$34,649$0$311,244$0$0$0
Kelly L Bennett
Assistant Treasurer$156,840$0$0$0$0$0$20,458$0$38,869$0$216,167$0$0$0
Jaime N Davis
Senior Director$235,968$0$131,991$0$0$0$123,826$0$34,060$0$525,845$0$31,991$0
Michael A Davis
Chief Technology Officer$242,310$0$0$0$3,586$0$18,436$0$34,649$0$298,981$0$0$0
Matthew McGanity
Managing Director$369,636$0$375,000$0$0$0$25,650$0$25,471$0$795,757$0$0$0
Frank Robinson
Managing Director$368,910$0$375,000$0$0$0$25,650$0$33,177$0$802,737$0$0$0
Jeremy Heer
Managing Director$336,516$0$300,000$0$0$0$25,650$0$30,621$0$692,787$0$0$0
Edward F Ewald
Executive Advisor - End Dec '24$238,583$0$33,000$0$0$0$28,948$0$28,839$0$329,370$0$0$0
Richard H Darnell Jr
Senior Vice President - End Sept '24$216,431$0$0$0$0$0$15,470$0$27,780$0$259,681$0$0$0
Margaret A Cline
Vice President$216,992$0$30,000$0$2,500$0$27,613$0$38,869$0$315,974$0$0$0
Kristie DeKoker
VC Health Affairs$333,217$0$0$0$0$0$25,391$0$19,533$0$378,141$0$0$0
Brooke Weisenbeck
Sr. Vice President$217,725$0$0$0$5,958$0$17,479$0$38,869$0$280,031$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelFirst-class travel: Travis Shore - business purpose - not treated as taxable compensation
Schedule J, Part I, Line 1a Travel for companionsTravel for companions: James H. Moore, Jr. - to assist with business purpose of trip - not treated as taxable compensation
Schedule J, Part I, Line 1a Health or social club dues or initiation feesSocial Club Dues: James H. Moore, Jr. - % of personal use treated as taxable compensation Christine C. Devocelle - % of personal use treated as taxable compensation Jacquline Schweighart - % of personal use treated as taxable compensation Brooke Weisenbeck - % of personal use treated as taxable compensation Jennifer Cerasa - % of personal use treated as taxable compensation
Schedule J, Part I, Line 7 Non-fixed paymentsJaime Davis received a portion of compensation based on qualitative and quantitative performance goals that require a level of discretion by management.
Schedule J, Part IIIThe Vice Chancellors for Institutional Advancement at each university within the University of Illinois system (Chicago, Springfield, and Urbana-Champaign) share a reporting line to the Chancellor at each university as well as the University of Illinois Foundation President. They provide services similar to University of Illinois Foundation key employees, however they are paid directly by the University of Illinois which is not a related organization per IRS definition. The University of Illinois Foundation's compensation subcommittee does review the compensation of the Vice Chancellors.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Contribution65ContributionCnt
Noncash Contributions Rpt F990$756,634NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$116,635NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution306ContributionCnt
Noncash Contributions Rpt F990$31,132,628NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Contribution2ContributionCnt
Noncash Contributions Rpt F990$602,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Equipment43$1,723,029Market value
Yes (X)Other177$1,620,928Market value
FieldValueIRS element (for citing)
Form8283 Received481Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 33THE VALUES REPORTED ON SCHEDULE M VARY FROM THE NON-CASH CONTRIBUTIONS REPORTED ON FORM 990 PART VIII LINE G DUE TO THE CHANGES IN PLEDGES RECEIVABLE AND DEFERRED/TRUST GIFTS. THE CONTRIBUTION REVENUE FOR A PLEDGE AND IRREVOCABLE DEFERRED/TRUST GIFT IS RECORDED IN THE YEAR THE DOCUMENTATION IS EXECUTED. IN THE YEAR THE PLEDGE OR DEFERRED GIFT IS REALIZED, THE CONTRIBUTION WILL SHOW UP IN THE SCHEDULE M ONLY IF IT WAS FULFILLED WITH A NON-CASH ITEM (I.E. SECURITIES) BUT WILL BE OFFSET WITH A REDUCTION IN PLEDGES RECEIVABLE OR ACTUARIAL ADJUSTMENT REVENUE, WHICH IS NOT DISPLAYED ON SCHEDULE M.
Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributionsThe Foundation engages 3rd parties to sell non-cash contributions when applicable. We use the services of real estate agents to sell gifts of property and brokerage firms to sell securities gifts.
Schedule M, Part I Explanations of reporting method for number of contributionsArt - Works of art - Numbers represent the number of contributions Books and publications - Numbers represent the number of contributions Securities - Publicly traded - Numbers represent the number of contributions Real estate - Other - Numbers represent the number of contributions Other - Equipment Numbers represent the number of contributions Other - Other Numbers represent the number of contributions

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a Delegate broad authority to a committeeStanding Committees: Appointments to standing committees shall be made by the LDC and approved by Board of Directors in accordance with Article IV, Section 11 herein. There shall be at least five Governing Directors on each standing committee, unless otherwise set forth below. In addition, a majority of the membership of each standing committee shall be comprised of Governing Directors. Each Governing Director shall have a vote and count toward a quorum on standing committees. Unless otherwise provided by resolution of the Board of Directors, a majority of the Governing Directors comprising a standing committee shall constitute a quorum, and the act of a majority of the Governing Directors comprising a standing committee shall be an act of the committee. The standing committees may meet through virtual attendance or other communication equipment by means of which all committee members participating in the meeting can communicate with each other. An Executive Committee which shall have and exercise all of the powers of the Board of Directors while the Board of Directors is not in meeting, subject to any statutory, Bylaws, or Board-imposed limitations on the Committee's action. A written report of the action taken by the Executive Committee shall be made at the next meeting of the Board of Directors.
Form 990, Part VI, Line 6 Classes of members or stockholdersFoundation Members have an ongoing engagement with the University characterized by extraordinary financial support, advocacy and involvement. Foundation Members shall be elected by the Board of Directors as hereinafter provided. Foundation Members shall be encouraged to attend the Foundation's annual meeting and shall be eligible to serve on Board committees without voting privileges and without counting toward a quorum. The Membership and Governance Committee shall at least annually report to the Chair of the Board of Directors of the Foundation the names of its nominees to be Foundation Members. Foundation Members shall be elected by majority vote of the Board of Directors. No person shall be eligible for election for membership until he or she has been nominated according to the process outlined above. Each Foundation Member shall be entitled to one vote on any matter submitted to a vote of the members or required by law to be voted on by the members. Each Foundation Member shall serve until such individual resigns or is removed as a member by majority vote of the Board of Directors for any reason. In addition, any Foundation Member who fails to meet the requirements of membership as outlined by the Foundation Membership Program, as it may exist and be amended from time to time, is deemed to have resigned as a Foundation Member, absent good cause shown and approved by a majority vote of the Board of Directors. For good cause to be shown, the Membership and Governance Committee shall first review the matter and make a recommendation to the Board of Directors as to whether good cause has been shown. Any Foundation Member may resign by filing a written resignation with the Secretary. Membership in the Foundation is not transferable or assignable. Members have no rights to receive distributions of income or assets from the organization.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyElection of Governing Directors: The Board of Directors shall meet at least annually to elect Governing Directors, each of whom shall serve for a term of three (3) years. No Governing Director shall serve more than four (4) three-year terms. Notwithstanding the foregoing, a Governing Director's term shall be extended by the Board of Directors for an appropriate period beyond four (4) three-year terms if the Governing Director is serving as the Board Chair, Board Chair-Elect, or Immediate Past Board Chair at the time their term would otherwise expire. In addition, the Board of Directors may, in special circumstances, by majority vote permit Governing Directors to have a leave of absence which may include temporary suspension of the accrual of their term. The Membership and Governance Committee shall nominate persons for election to the Board of Directors as Governing Directors. Nominees are not required to be members of the Foundation and shall be presented by the Membership and Governance Committee to the Board of Directors prior to the Board meeting at which the nominees will be considered for election as Governing Directors. The Membership and Governance Committee shall also evaluate Governing Directors whose three-year terms have expired, and provide orientation for new Governing Directors.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe form is sent to accounting firm Ernst & Young for their review of the information. After review, the information is shared with the Board of Directors and the form is reviewed and discussed in detail with the Audit Committee of the Board of Directors. After this review, Ernst & Young signs as paid preparer and the form is filed.
Form 990, Part VI, Line 12c Conflict of interest policyThe Foundation adopted and abides by a conflicts of interest policy to protect the Foundation's interest when it is contemplating entering into a transaction, arrangement, or operating practice that might benefit the private interest of a director as defined in the bylaws, or an officer, member of a Board of Directors committee, or key employee of the Foundation. The conflicts of interest policy is intended to supplement, but not replace any applicable state and federal laws governing conflicts of interest applicable to nonprofit and tax-exempt organizations. The conflict of interest disclosure form is sent out each year to every member of the Board of Directors, including officers, Board committee members, and key employees. After the forms are completed, any reported items are summarized by the General Counsel and sent to every member of the Audit Committee for review. The members of the Audit Committee determine if any conflicts exist. Any questions or further research required is done by legal counsel who reviews the summary sent to the Audit Committee and then confers with the Audit Committee chair. A summary of the review and its conclusions is then given at the next Audit Committee meeting. Directors or Officers who have declared a conflict of interest, or who have been found to have a conflict of interest, shall refrain from participating in consideration of proposed transactions unless the Board or Foundation President requests information or interpretation for special reasons. Should a conflict of interest matter require an Executive Committee or Board vote to resolve, those concerned shall not be present at the time of the vote.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialThe Compensation Sub-committee (committee) uses comparability data that is prepared by a third-party compensation consultant. That third-party provides comparative data for salary and total cash compensation. The data and perspective as to the reasonableness of current salaries helps to inform committee decisions regarding proposed salary and total compensation for each disqualified person. The data reflects similar organizations and/or entities from which the Foundation may attract executive talent and provides compensation levels paid by similarly situated organizations for functionally comparable positions. The committee reviews compensation of all disqualified persons including all employees who have substantial influence over the affairs of the organization. Substantial influence is defined as having ultimate responsibility for implementing the decisions of the governing body or for supervising the management, administration, or operation of the organization. These positions include the CEO, Senior Vice-presidents, employees holding Board-appointed titles and those employees whose responsibilities rise to the level of directing, or impacting upon, financial controls and/or assets of the Foundation With support from the external compensation data and in alignment with the Foundation compensation philosophy statement, the President of the Foundation makes recommendations for approval by the committee for compensation packages of any disqualified person except him/herself. The President's compensation is presented by the chair of the committee. The committee reviews all the information presented, considers the recommendation of the President (or committee chair) and debates the issues of compensation openly before voting on each individual. The intermediate sanctions compensation review and approval process occurs annually or upon a change in personnel.
Form 990, Part VI, Line 19 Required documents available to the publicThe governing documents, conflict of interest policy, and financial statements are made available to the public by accessing our website or upon request.
Form 990, Part VII, Section B, Line 1 Independent ContractorsThe compensation amounts listed for firms Berglund Construction Company include expense reimbursements and materials cost.
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueOther - Total Revenue: 26652, Related or Exempt Function Revenue: 26652, 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 balancesActuarial adjustment - -2945945; Total - -2945945;
Form 990, Part VI, Section A, line 1a:The Board of Directors shall elect from its own body an Executive Committee of five (5) or more Governing Directors which shall have and exercise all of the powers of the Board of Directors while the Board of Directors is not in meeting. The Chair of the Board of Directors shall serve as chair and shall be an ex officio voting member of the Executive Committee and count toward a quorum. The Immediate Past Board Chair and the Chair-Elect of the Board shall be ex officio voting members of the Executive Committee and count toward a quorum. The Chair-Elect of the Board shall serve as vice-chair of the Executive Committee. The President of the Foundation shall be an ex officio non-voting member of the Executive Committee and shall not count toward a quorum. Unless otherwise provided by resolution of the Board of Directors, a majority of the voting members of the Executive Committee shall constitute a quorum, and the act of a majority of the voting members of the Executive Committee shall be the act of the Executive Committee. Each member of the Executive Committee shall continue as such until a successor is appointed, unless such member shall be sooner removed from such Executive Committee, or unless such member shall cease to qualify as a member thereof. The Board of Directors may appoint Life Directors to the Executive Committee without a vote and without counting toward a quorum. However, the majority of the membership of the Executive Committee shall always be comprised of Governing Directors. The Executive Committee may meet through the use of a conference telephone or other communication equipment by means of which all Committee members participating in the meeting can communicate with each other. Action taken by the Executive Committee shall be made a matter of record and the Secretary of the Foundation shall serve ex officio as Secretary of the Executive Committee. A written report of the action taken by the Executive Committee shall be made at the next meeting of the Board of Directors.
Form 990, Part I, Line 6This number represents the number of Foundation Members. Foundation Members have an ongoing engagement with the University characterized by extraordinary financial support, advocacy, and involvement.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
University of Illinois Foundation UK Limited
Third Floor 20 Old BaileyLondonUKTo provide support for education and the University of IllinoisUK$29,377$6,500University of Illinois Foundation
UIF Plymouth Court LLC
To provide support for education and the University of Illinois$32,800,000University of Illinois Foundation303 St Marys RoadChampaignIL61820IL

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2Txt
Margaret Bloom Trust 1045000013
PO Box 260ChampaignIL61824376224584To provide scholarships for the University of IllinoisIL501(c)(3)Type III-FIUniversity of Illinois FoundationYes (true)
Leiby S Hall Scholarship Trust
PO Box 1488DecaturIL62525376357798To provide undergraduate scholarshipsIL501(c)(3)Type III-FIUniversity of Illinois FoundationYes (true)
Mary Ellen Defenbaugh Charitable Trust
PO Box 529MattoonIL61938371410645To provide scholarships for the University of Illinois Medical SchoolIL501(c)(3)Type III-FIUniversity of Illinois FoundationYes (true)
Justine O Saelhof & Clarence C Saelhof Foundation
PO Box 653067DallasTX75265366813867To provide support to the University of IllinoisIL501(c)(3)PFUniversity of Illinois FoundationYes (true)
The Academy on Capitalism and Limited Government Foundation
907 W Marketview Dr Ste 10-331ChampaignIL61822943463771To support scholarly research and teachingIL501(c)(3)7University of Illinois FoundationYes (true)
Number Theory Foundation
HB-6188 Mathematics DepartmentHanoverNJ03755742913961To promote research and sponsor conference attendanceIL501(c)(3)Type IUniversity of Illinois FoundationYes (true)Dartmouth C

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
ECRU Corporation
303 St Marys RoadChampaignIL61820621019111Investment & LeasingILUniversity of Illinois FoundationC Corporationfalse
Herman J Adelmann Univ of IL Medical School Trust R64207005
10 S DearbornChicagoIL60603366404161Hold investments for which the income benefits Univ of ILILTrustfalse
WM & Isabella Kane Mem Scholarship TR
PO Box 653067DallasTX75265366230865Hold investments for which the income benefits Univ of ILILTrustfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
University of Illinois Foundation UK Limited
B$55,621Fair Value
Margaret Bloom Trust 1045000013
S$592,839Investment Returns
Leiby S Hall Scholarship Trust
S$429,032Investment Returns
Justine O Saelhof & Clarence C Saelhof Foundation
S$271,583Investment Returns
Herman J Adelmann Univ of Illinois Medical School Trust R64207005
S$129,228Investment Returns
Mary Ellen Defenbaugh Charitable Trust
S$57,031Investment Returns

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