UNIVERSITY OF WYOMING FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WYOMING FOUNDATION (EIN 83-0201971)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-15
- IRS object ID
- 202510159349301696
- Schema version
- 2023v6.0
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-15T13:13:38-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830201971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WYOMING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3077666300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SOUTH 22ND STREET | AddressLine1Txt |
| City | LARAMIE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TROY CASERTA | PersonNm |
| Person Title | VP FOR FINANCIAL SERVICES | PersonTitleTxt |
| Phone | 3077666300 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2025-01-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TROY CASERTA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 SOUTH 22ND STREET | AddressLine1Txt |
| City | LARAMIE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,592,159,221 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.UWYO.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | WY | LegalDomicileStateCd |
| Activity Or Mission | TO LIFT UP THE UNIVERSITY OF WYOMING WITH THE POWER OF PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $1,601,797 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $63,312,495 | PYContributionsGrantsAmt |
| CY Contributions Grants | $52,843,801 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,524,095 | PYInvestmentIncomeAmt |
| CY Investment Income | $55,418,111 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,977,840 | PYOtherRevenueAmt |
| CY Other Revenue | $5,371,215 | CYOtherRevenueAmt |
| PY Total Revenue | $110,814,430 | PYTotalRevenueAmt |
| CY Total Revenue | $113,633,127 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $35,779,547 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $42,592,054 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,739,742 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,682,139 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,992,050 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,524,635 | PYOtherExpensesAmt |
| CY Other Expenses | $9,350,272 | CYOtherExpensesAmt |
| PY Total Expenses | $55,043,924 | PYTotalExpensesAmt |
| CY Total Expenses | $63,624,465 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $55,770,506 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $50,008,662 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $896,389,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $980,166,870 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $333,151,966 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $365,587,635 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $563,237,207 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $614,579,235 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO LIFT UP THE UNIVERSITY OF WYOMING WITH THE POWER OF PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,768,202 | ExpenseAmt |
| Grant | $24,768,202 | GrantAmt |
| Desc | FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING IN SUPPORT OF ITS VARIOUS ACADEMIC AND ADMINISTRATIVE DEPARTMENTS FOR RESEARCH, ENVIRONMENTAL AND NATURAL RESOURCES SYMPOSIA, DISCRETIONARY USE, ETC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,965,296 | ExpenseAmt |
| Grant | $10,965,296 | GrantAmt |
| Desc | FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR ITS STUDENT SCHOLARSHIP PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,282,316 | ExpenseAmt |
| Grant | $6,282,316 | GrantAmt |
| Desc | FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR CONSTRUCTION PROJECTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $576,240 | ExpenseAmt |
| Grant | $576,240 | GrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $576,240 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $576,240 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $42,592,054 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | 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 | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | 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 | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENDALL GONZALES | PersonNm |
| Phone | 3077663945 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S 22ND STREET | AddressLine1Txt |
| City | LARAMIE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82070 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN STARK | ||||||||||
| PRESIDENT/CEO | 40.00 | 0.00 | Yes (X) | $458,198 | $0 | $62,070 | ||||
| BEN BLALOCK | ||||||||||
| PRESIDENT/CEO - RETIRED | 0.00 | 0.00 | $500,000 | $0 | $0 | Yes (X) | ||||
| PHILIP TREICK | ||||||||||
| CHIEF INVESTMENT OFFICER | 40.00 | 0.00 | $312,122 | $0 | $0 | Yes (X) | ||||
| TOBY MARLATT | ||||||||||
| VP FOR MARKETING | 40.00 | 0.00 | $190,935 | $0 | $54,642 | Yes (X) | ||||
| TROY CASERTA | ||||||||||
| TREASURER | 40.00 | 0.00 | Yes (X) | $184,835 | $0 | $55,768 | ||||
| JOHN SMALL | ||||||||||
| SR. ASSOC. VP FOR DEVELOPMENT | 40.00 | 0.00 | $179,497 | $0 | $55,371 | Yes (X) | ||||
| BRETT BEFUS | ||||||||||
| ASSOC VP FOR DEVELOPMENT | 40.00 | 0.00 | $162,951 | $0 | $53,147 | Yes (X) | ||||
| KENDALL GONZALES | ||||||||||
| CONTROLLER | 40.00 | 0.00 | $135,034 | $0 | $50,517 | Yes (X) | ||||
| CRAIG RUSSOW | ||||||||||
| SENIOR DEVELOPMENT OFFICER | 40.00 | 0.00 | $147,711 | $0 | $49,384 | Yes (X) | ||||
| ELIZABETH JENKINS | ||||||||||
| VP FOR ADVANCEMENT | 40.00 | 0.00 | $147,343 | $0 | $52,356 | Yes (X) | ||||
| BRADY GOYN | ||||||||||
| PORTFOLIO MANAGER | 40.00 | 0.00 | $120,390 | $0 | $45,572 | Yes (X) | ||||
| JOSE BRIONES | ||||||||||
| PORTFOLIO MANAGER | 40.00 | 0.00 | $124,065 | $0 | $45,845 | Yes (X) | ||||
| NANCY BRIZUELA | ||||||||||
| DIRECTOR OF INFORMATION SERVICES | 40.00 | 0.00 | $119,408 | $0 | $45,904 | Yes (X) | ||||
| MARY SHAFER-MALICK | ||||||||||
| BOARD CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DOUG STARK | ||||||||||
| BOARD VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LINDSAY HOOPER | ||||||||||
| BOARD SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| LEE BETSILL | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| ROBIN BOLZ | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| TOM BOTTS | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| CHAD DEATON | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN DUNN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| CLAYTON HARTMAN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| PAT HIGGINS | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| APRIL BRIMMER KUNZ | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| SCOTT D MACDONALD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JIM MARTIN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| ANN PICKARD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN PIEPER | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| RON SALVAGIO | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| PETER SHERMAN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARTHA BROWN WYRSCH | ||||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,782,489 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $570,576 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $910,978 | RelatedOrganizationsAmt |
| All Other Contributions | $51,932,823 | AllOtherContributionsAmt |
| Noncash Contributions | $2,818,114 | NoncashContributionsAmt |
| Total Contributions | $52,843,801 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,281,317 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $784,163 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,497,154 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $697,892 | TotalRevenueColumnAmt |
| Exclusion | $697,892 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $233,188 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $300,754 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$67,566 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$67,566 | TotalRevenueColumnAmt |
| Exclusion | -$67,566 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,520,572,321 | SecuritiesAmt |
| Other | $1,789,813 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,476,431,119 | SecuritiesAmt |
| Other | $1,794,221 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,141,202 | SecuritiesAmt |
| Other | -$4,408 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,136,794 | TotalRevenueColumnAmt |
| Exclusion | $44,136,794 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER REVENUE | 561499 | $3,566,561 | $3,566,561 | |
| DIGITAL CURRENCY | 523000 | $817,634 | $817,634 | |
| CAMPUS PARTNER EVENTS | 561499 | $349,738 | $349,738 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,956 | TotalRevenueColumnAmt |
| Exclusion | $6,956 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,740,889 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,633,127 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,601,797 | UnrelatedBusinessRevenueAmt |
| Exclusion | $59,187,529 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,592,054 | TotalAmt |
| Program Services | $42,592,054 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,307 | TotalAmt |
| Management And General | $531,509 | ManagementAndGeneralAmt |
| Fundraising | $638,798 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,929,948 | TotalAmt |
| Management And General | $3,147,317 | ManagementAndGeneralAmt |
| Fundraising | $3,782,631 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,539,586 | TotalAmt |
| Management And General | $1,572,035 | ManagementAndGeneralAmt |
| Fundraising | $1,967,551 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,298 | TotalAmt |
| Management And General | $19,210 | ManagementAndGeneralAmt |
| Fundraising | $23,088 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,885 | TotalAmt |
| Management And General | $46,932 | ManagementAndGeneralAmt |
| Fundraising | $75,953 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,912 | TotalAmt |
| Management And General | $84,912 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,859,821 | TotalAmt |
| Management And General | $2,859,821 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $830,862 | TotalAmt |
| Management And General | $105,744 | ManagementAndGeneralAmt |
| Fundraising | $725,118 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,373 | TotalAmt |
| Management And General | $69 | ManagementAndGeneralAmt |
| Fundraising | $55,304 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,673 | TotalAmt |
| Management And General | $153,424 | ManagementAndGeneralAmt |
| Fundraising | $378,249 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,335,637 | TotalAmt |
| Management And General | $648,400 | ManagementAndGeneralAmt |
| Fundraising | $687,237 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,849 | TotalAmt |
| Management And General | $797,849 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $678,635 | TotalAmt |
| Management And General | $190,225 | ManagementAndGeneralAmt |
| Fundraising | $488,410 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552 | TotalAmt |
| Management And General | $552 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,222,984 | TotalAmt |
| Management And General | $1,222,984 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,145 | TotalAmt |
| Management And General | $269,145 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| INVESTMENT COUNCIL FEES | $315,029 | $315,029 | |
| PROFESSIONAL DEVELOPMEN | $198,170 | $75,204 | $122,966 |
| TAXES | $46,745 | $46,745 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,624,465 | TotalAmt |
| Program Services | $42,592,054 | ProgramServicesAmt |
| Management And General | $12,040,361 | ManagementAndGeneralAmt |
| Fundraising | $8,992,050 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $658,117 | BOYAmt |
| EOY | $950,276 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,845 | BOYAmt |
| EOY | $506,429 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,222,588 | BOYAmt |
| EOY | $23,402,131 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,406 | BOYAmt |
| EOY | $269,348 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,419 | BOYAmt |
| EOY | $251,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,271,290 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,905,513 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,415,715 | BOYAmt |
| EOY | $32,365,777 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,949,039 | BOYAmt |
| EOY | $439,008,609 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,612,781 | BOYAmt |
| EOY | $482,938,642 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,263 | BOYAmt |
| EOY | $474,239 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,389,173 | BOYAmt |
| EOY | $980,166,870 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,985,132 | BOYAmt |
| EOY | $6,613,937 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,097,374 | BOYAmt |
| EOY | $348,967,018 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,976,904 | BOYAmt |
| EOY | $4,750,424 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,092,556 | BOYAmt |
| EOY | $5,256,256 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,151,966 | BOYAmt |
| EOY | $365,587,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,053,042 | BOYAmt |
| EOY | $84,326,652 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,184,165 | BOYAmt |
| EOY | $530,252,583 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,237,207 | BOYAmt |
| EOY | $614,579,235 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,389,173 | BOYAmt |
| EOY | $980,166,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $50,008,662 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,528,565 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$31,195,199 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $35,438,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,109,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,971,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,312,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,843,801 | CurrentTaxYearAmt |
| Total | $217,675,673 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,438,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,109,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,971,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,312,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,843,801 | CurrentTaxYearAmt |
| Total | $217,675,673 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,951,244 | SubstantialContributorsTotAmt |
| Public Support Total170 | $215,724,429 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,428,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,439,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,274,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,480,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,428,234 | CurrentTaxYearAmt |
| Total | $50,051,150 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $26,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,650,819 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,923,255 | CurrentTaxYearAmt |
| Total | $5,600,205 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $273,327,028 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,322,706 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79790 | 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, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2021 AMOUNT: $ 26,131. 2022 AMOUNT: $ 1,650,819. 2023 AMOUNT: $ 3,923,255. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Beginning Balance | $318,097,374 | BeginningBalanceAmt |
| Additions During Year | $41,742,319 | AdditionsDuringYearAmt |
| Distributions During Year | $11,277,251 | DistributionsDuringYearAmt |
| Ending Balance | $348,562,442 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $449,078,602 | BeginningYearBalanceAmt |
| Contributions | $8,911,173 | ContributionsAmt |
| Investment Earnings Or Losses | $49,160,064 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,870,841 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,806,013 | OtherExpendituresAmt |
| Administrative Expenses | $5,853,014 | AdministrativeExpensesAmt |
| End Year Balance | $480,619,971 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $438,014,048 | BeginningYearBalanceAmt |
| Contributions | $10,958,716 | ContributionsAmt |
| Investment Earnings Or Losses | $27,403,375 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,201,190 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,640,043 | OtherExpendituresAmt |
| Administrative Expenses | $2,456,304 | AdministrativeExpensesAmt |
| End Year Balance | $449,078,602 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $462,815,291 | BeginningYearBalanceAmt |
| Contributions | $29,690,994 | ContributionsAmt |
| Investment Earnings Or Losses | -$32,941,537 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,233,312 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,317,388 | AdministrativeExpensesAmt |
| End Year Balance | $438,014,048 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $325,558,456 | BeginningYearBalanceAmt |
| Contributions | $22,924,266 | ContributionsAmt |
| Investment Earnings Or Losses | $132,033,703 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,187,442 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,513,692 | AdministrativeExpensesAmt |
| End Year Balance | $462,815,291 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $314,798,178 | BeginningYearBalanceAmt |
| Contributions | $13,444,651 | ContributionsAmt |
| Investment Earnings Or Losses | $9,419,945 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,747,828 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,356,490 | OtherExpendituresAmt |
| End Year Balance | $325,558,456 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02487 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97513 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,525,995 | OtherCostOrOtherBasisAmt |
| Book Value | $3,525,995 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,752,337 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,100,760 | DepreciationAmt |
| Book Value | $25,651,577 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,287 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,693 | DepreciationAmt |
| Book Value | $42,594 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,096,837 | OtherCostOrOtherBasisAmt |
| Depreciation | $788,687 | DepreciationAmt |
| Book Value | $308,150 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,851,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,014,373 | DepreciationAmt |
| Book Value | $2,837,461 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,365,777 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $33,986,293 | F |
| PRIVATE EQUITY | $290,350,376 | F |
| REAL ASSETS | $105,792,826 | F |
| OTHER INVESTMENTS | $25,454,640 | C |
| BITCOIN | $27,354,507 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $482,938,642 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENTS PAYABLE | $4,739,763 |
| MISC | $357,785 |
| ACCRUED INTEREST | $12,442 |
| LEASE OBLIGATION | $52,395 |
| DEFERRED REVENUE | $93,871 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,256,256 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $96,247,982 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,528,565 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$47,359,051 | OtherRevenueAmt |
| Revenue Not Reported | -$14,830,486 | RevenueNotReportedAmt |
| Revenue Subtotal | $111,078,468 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,859,821 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$305,162 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,554,659 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $113,633,127 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $49,792,555 | TotExpnsEtcAuditedFinclStmtAmt |
| Losses Reported | $4,408 | LossesReportedAmt |
| Expenses Not Reported | $4,408 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,788,147 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,859,821 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,976,497 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $13,836,318 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $63,624,465 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION ACTS AS AN INVESTMENT MANAGER FOR CERTAIN ASSETS FOR THE UNIVERSITY OF WYOMING, THE COWBOY JOE CLUB, AND VARIOUS DEPARTMENTS OF THE UNIVERSITY OF WYOMING. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENTS HELD FOR OTHERS -42,472,450. CUMULATIVE CHANGE IN ACCOUNTING -4,886,601. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -300,754. LOSS ON SALE OF ASSET -4,408. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DISTRIBUTIONS FROM ACCOUNTS HELD FOR OTHERS 11,277,251. RENTAL EXPENSES -300,754. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENT HOLDINGS | $17,677,630 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | INVESTMENT HOLDINGS | $6,100,860 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENT HOLDINGS | $101,665,948 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | INVESTMENT HOLDINGS | $918,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $126,362,629 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $126,362,629 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GIVECAMPUS | ||||||||
| 99 M ST SE 233 | WASHINGTON | DC | 20003 | ELECTRONIC SOLICITATIONS | Yes (1) | $1,987,637 | $99,077 | $1,888,560 |
| IMODULES | ||||||||
| 5201 CONGRESS AVE | BOCA RATON | FL | 33487 | ELECTRONIC SOLICITATIONS | Yes (1) | $54,358 | $15,866 | $38,492 |
| EVERTRUE | ||||||||
| 5201 CONGRESS AVE | BOCA RATON | FL | 33487 | ELECTRONIC/PHONE SOLICITATIONS | 0 | $0 | $400,066 | $0 |
| SALESFORCECOM | ||||||||
| 5201 CONGRESS AVE | BOCA RATON | FL | 33487 | ELECTRONIC SOLICITATIONS | 0 | $0 | $76,727 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,041,995 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $591,736 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,927,052 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | 836000331 | $24,768,202 | $0 | VARIOUS ACADEMIC AND ADMINISTRATIVE DEPARTMENTS |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | 836000331 | $10,965,296 | $0 | STUDENT SCHOLARSHIP |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | 836000331 | $6,282,316 | $0 | CONSTRUCTION |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | 836000331 | $576,240 | $0 | GENERAL OPERATING SUPPORT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONTHLY SAMPLE TESTING OF EXPENDITURES, REGULAR MEETINGS WITH UNIVERSITY ADMINISTRATION AND INTERNAL AUDIT TEAMS TO ENSURE PROCEDURES BEING MONITORED AND COMPLIANCE STANDARDS ARE BEING MAINTAINED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN STARK | ||||||||||||||
| PRESIDENT/CEO | $458,198 | $0 | $0 | $0 | $0 | $0 | $24,688 | $0 | $37,382 | $0 | $520,268 | $0 | $0 | $0 |
| BEN BLALOCK | ||||||||||||||
| PRESIDENT/CEO - RETIRED | $500,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $500,000 | $0 | $0 | $0 |
| PHILIP TREICK | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $312,122 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $312,122 | $0 | $0 | $0 |
| TOBY MARLATT | ||||||||||||||
| VP FOR MARKETING | $190,935 | $0 | $0 | $0 | $0 | $0 | $24,299 | $0 | $30,343 | $0 | $245,577 | $0 | $0 | $0 |
| TROY CASERTA | ||||||||||||||
| TREASURER | $184,835 | $0 | $0 | $0 | $0 | $0 | $25,425 | $0 | $30,343 | $0 | $240,603 | $0 | $0 | $0 |
| JOHN SMALL | ||||||||||||||
| SR. ASSOC. VP FOR DEVELOPMENT | $179,497 | $0 | $0 | $0 | $0 | $0 | $25,028 | $0 | $30,343 | $0 | $234,868 | $0 | $0 | $0 |
| BRETT BEFUS | ||||||||||||||
| ASSOC VP FOR DEVELOPMENT | $162,951 | $0 | $0 | $0 | $0 | $0 | $22,804 | $0 | $30,343 | $0 | $216,098 | $0 | $0 | $0 |
| KENDALL GONZALES | ||||||||||||||
| CONTROLLER | $135,034 | $0 | $0 | $0 | $0 | $0 | $20,174 | $0 | $30,343 | $0 | $185,551 | $0 | $0 | $0 |
| CRAIG RUSSOW | ||||||||||||||
| SENIOR DEVELOPMENT OFFICER | $147,711 | $0 | $0 | $0 | $0 | $0 | $19,041 | $0 | $30,343 | $0 | $197,095 | $0 | $0 | $0 |
| ELIZABETH JENKINS | ||||||||||||||
| VP FOR ADVANCEMENT | $147,343 | $0 | $0 | $0 | $0 | $0 | $22,013 | $0 | $30,343 | $0 | $199,699 | $0 | $0 | $0 |
| BRADY GOYN | ||||||||||||||
| PORTFOLIO MANAGER | $120,390 | $0 | $0 | $0 | $0 | $0 | $15,229 | $0 | $30,343 | $0 | $165,962 | $0 | $0 | $0 |
| JOSE BRIONES | ||||||||||||||
| PORTFOLIO MANAGER | $124,065 | $0 | $0 | $0 | $0 | $0 | $15,502 | $0 | $30,343 | $0 | $169,910 | $0 | $0 | $0 |
| NANCY BRIZUELA | ||||||||||||||
| DIRECTOR OF INFORMATION SERVICES | $119,408 | $0 | $0 | $0 | $0 | $0 | $15,561 | $0 | $30,343 | $0 | $165,312 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | PRESIDENT/CEO BEN BLALOCK RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $500,000. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 37 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,775,614 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG DAILY | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $42,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | 3RD PARTY APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32B: | US BANK - INVESTMENT CUSTODIAN - LIQUIDATES STOCK AND SECURITY GIFTS. |
| PART I, LINE 33: | DONATIONS PASSED THROUGH TO THE UNIVERSITY AND ARE ONLY ACCEPTED AND ACCOUNTED FOR ONCE CONFIRMED TO BE IN THE UNIVERSITY'S POSSESSION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS MADE ELECTRONICALLY AVAILABLE TO THE FOUNDATION'S GOVERNING BODY BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION ANNUALLY UPDATES ITS CONFLICT OF INTEREST POLICY AND OBTAINS SIGNED CONTRACTS FROM ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION OF CEO, OFFICERS, AND KEY EMPLOYEES IS DISCUSSED AT THE FOUNDATION'S BOARD MEETINGS AND DOCUMENTED IN THE MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION'S FINANCIAL STATEMENT CAN ALSO BE OBTAINED ON THEIR WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -399,225. CHANGE IN CASH SURRENDER VALUE 79,612. CHANGE IN ACCOUNTS HELD FOR OTHERS -30,875,586. |