2025-01-15T13:13:38-06:00 2024-06-30 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2023-07-01 830201971 UNIVERSITY OF WYOMING FOUNDATION UNIV 3077666300 222 SOUTH 22ND STREET LARAMIE WY 82070 TROY CASERTA VP FOR FINANCIAL SERVICES 3077666300 2024-11-15 1 1 DORI J EGGETT P00645252 3037409400 2025-01-13 2023 2024-10-15 13:58:12Z TROY CASERTA 222 SOUTH 22ND STREET LARAMIE WY 82070 1592159221 0 X HTTP://WWW.UWYO.EDU/FOUNDATION X 1962 WY TO LIFT UP THE UNIVERSITY OF WYOMING WITH THE POWER OF PHILANTHROPY. 19 18 14 30 1601797 0 63312495 52843801 0 0 44524095 55418111 2977840 5371215 110814430 113633127 35779547 42592054 0 0 8739742 11682139 0 0 8992050 10524635 9350272 55043924 63624465 55770506 50008662 896389173 980166870 333151966 365587635 563237207 614579235 TO LIFT UP THE UNIVERSITY OF WYOMING WITH THE POWER OF PHILANTHROPY. 0 0 24768202 24768202 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. 10965296 10965296 FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR ITS STUDENT SCHOLARSHIP PROGRAM. 6282316 6282316 FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR CONSTRUCTION PROJECTS. 576240 576240 576240 576240 42592054 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 39 0 1 14 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 AK CA MD MA MI MN NV NJ NY ND OR UT WA X X KENDALL GONZALES 3077663945 222 S 22ND STREET LARAMIE WY 82070 JOHN STARK PRESIDENT/CEO 40.00 0.00 X 458198 0 62070 BEN BLALOCK PRESIDENT/CEO - RETIRED 0.00 0.00 X 500000 0 0 PHILIP TREICK CHIEF INVESTMENT OFFICER 40.00 0.00 X 312122 0 0 TOBY MARLATT VP FOR MARKETING 40.00 0.00 X 190935 0 54642 TROY CASERTA TREASURER 40.00 0.00 X 184835 0 55768 JOHN SMALL SR. ASSOC. VP FOR DEVELOPMENT 40.00 0.00 X 179497 0 55371 BRETT BEFUS ASSOC VP FOR DEVELOPMENT 40.00 0.00 X 162951 0 53147 KENDALL GONZALES CONTROLLER 40.00 0.00 X 135034 0 50517 CRAIG RUSSOW SENIOR DEVELOPMENT OFFICER 40.00 0.00 X 147711 0 49384 ELIZABETH JENKINS VP FOR ADVANCEMENT 40.00 0.00 X 147343 0 52356 BRADY GOYN PORTFOLIO MANAGER 40.00 0.00 X 120390 0 45572 JOSE BRIONES PORTFOLIO MANAGER 40.00 0.00 X 124065 0 45845 NANCY BRIZUELA DIRECTOR OF INFORMATION SERVICES 40.00 0.00 X 119408 0 45904 MARY SHAFER-MALICK BOARD CHAIR 1.00 0.00 X X 0 0 0 DOUG STARK BOARD VICE CHAIR 1.00 0.00 X X 0 0 0 LINDSAY HOOPER BOARD SECRETARY 1.00 0.00 X X 0 0 0 LEE BETSILL DIRECTOR 1.00 0.00 X 0 0 0 ROBIN BOLZ DIRECTOR 1.00 0.00 X 0 0 0 TOM BOTTS DIRECTOR 1.00 0.00 X 0 0 0 CHAD DEATON DIRECTOR 1.00 0.00 X 0 0 0 JOHN DUNN DIRECTOR 1.00 0.00 X 0 0 0 CLAYTON HARTMAN DIRECTOR 1.00 0.00 X 0 0 0 PAT HIGGINS DIRECTOR 1.00 0.00 X 0 0 0 APRIL BRIMMER KUNZ DIRECTOR 1.00 0.00 X 0 0 0 SCOTT D MACDONALD DIRECTOR 1.00 0.00 X X 0 0 0 JIM MARTIN DIRECTOR 1.00 0.00 X 0 0 0 ANN PICKARD DIRECTOR 1.00 0.00 X 0 0 0 JOHN PIEPER DIRECTOR 1.00 0.00 X 0 0 0 RON SALVAGIO DIRECTOR 1.00 0.00 X 0 0 0 PETER SHERMAN DIRECTOR 1.00 0.00 X 0 0 0 MARTHA BROWN WYRSCH DIRECTOR 1.00 0.00 X 0 0 0 2782489 0 570576 13 1 1 0 0 910978 51932823 2818114 52843801 11281317 784163 10497154 697892 697892 233188 300754 -67566 -67566 -67566 1520572321 1789813 1476431119 1794221 44141202 -4408 44136794 44136794 OTHER REVENUE 561499 3566561 3566561 DIGITAL CURRENCY 523000 817634 817634 CAMPUS PARTNER EVENTS 561499 349738 349738 6956 6956 4740889 113633127 0 1601797 59187529 42592054 42592054 1170307 531509 638798 6929948 3147317 3782631 3539586 1572035 1967551 42298 19210 23088 122885 46932 75953 84912 84912 2859821 2859821 830862 105744 725118 55373 69 55304 531673 153424 378249 1335637 648400 687237 797849 797849 678635 190225 488410 552 552 1222984 1222984 269145 269145 INVESTMENT COUNCIL FEES 315029 315029 PROFESSIONAL DEVELOPMEN 198170 75204 122966 TAXES 46745 46745 63624465 42592054 12040361 8992050 658117 950276 500845 506429 21222588 23402131 185406 269348 73419 251419 45271290 12905513 33415715 32365777 425949039 439008609 412612781 482938642 1771263 474239 896389173 980166870 4985132 6613937 318097374 348967018 4976904 4750424 5092556 5256256 333151966 365587635 X 83053042 84326652 480184165 530252583 563237207 614579235 896389173 980166870 X 50008662 32528565 -31195199 X 0 1 X 1 0 X 35438993 36109084 29971300 63312495 52843801 217675673 35438993 36109084 29971300 63312495 52843801 217675673 1951244 215724429 6428829 8439534 17274400 6480153 11428234 50051150 26131 1650819 3923255 5600205 273327028 4322706 0.78930 0.79790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 26,131. 2022 AMOUNT: $ 1,650,819. 2023 AMOUNT: $ 3,923,255. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 318097374 41742319 11277251 348562442 1 X 449078602 8911173 49160064 10870841 9806013 5853014 480619971 438014048 10958716 27403375 16201190 8640043 2456304 449078602 462815291 29690994 -32941537 13233312 8317388 438014048 325558456 22924266 132033703 12187442 5513692 462815291 314798178 13444651 9419945 5747828 6356490 325558456 0.02487 0.97513 0.00000 0 0 3525995 3525995 33752337 8100760 25651577 44287 1693 42594 1096837 788687 308150 6851834 4014373 2837461 32365777 HEDGE FUNDS 33986293 F PRIVATE EQUITY 290350376 F REAL ASSETS 105792826 F OTHER INVESTMENTS 25454640 C BITCOIN 27354507 F 482938642 SPLIT INTEREST AGREEMENTS PAYABLE 4739763 MISC 357785 ACCRUED INTEREST 12442 LEASE OBLIGATION 52395 DEFERRED REVENUE 93871 5256256 96247982 32528565 -47359051 -14830486 111078468 2859821 -305162 2554659 113633127 49792555 4408 4408 49788147 2859821 10976497 13836318 63624465 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. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENT HOLDINGS 17677630 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 INVESTMENT HOLDINGS 6100860 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENT HOLDINGS 101665948 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENT HOLDINGS 918191 0 0 0 0 0 0 126362629 0 126362629 1 0 0 1 1 0 X X X X X 1 GIVECAMPUS 99 M ST SE 233 WASHINGTON DC 20003 ELECTRONIC SOLICITATIONS 1 1987637 99077 1888560 IMODULES 5201 CONGRESS AVE BOCA RATON FL 33487 ELECTRONIC SOLICITATIONS 1 54358 15866 38492 EVERTRUE 5201 CONGRESS AVE BOCA RATON FL 33487 ELECTRONIC/PHONE SOLICITATIONS 0 0 400066 0 SALESFORCECOM 5201 CONGRESS AVE BOCA RATON FL 33487 ELECTRONIC SOLICITATIONS 0 0 76727 0 2041995 591736 1927052 AK CA CO KY ME MD MA MI MN NV NJ NY ND OH OR SC UT WA AL AR CT FL GA HI IL KS MS MO NH NM NC OK PA RI TN VA WV WI WY 0 UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE LARAMIE WY 82071 836000331 24768202 0 VARIOUS ACADEMIC AND ADMINISTRATIVE DEPARTMENTS UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE LARAMIE WY 82071 836000331 10965296 0 STUDENT SCHOLARSHIP UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE LARAMIE WY 82071 836000331 6282316 0 CONSTRUCTION UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE LARAMIE WY 82071 836000331 576240 0 GENERAL OPERATING SUPPORT PART I, LINE 2: 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. X X X X X 1 0 0 0 0 0 0 0 0 JOHN STARK PRESIDENT/CEO 458198 0 0 0 0 0 24688 0 37382 0 520268 0 0 0 BEN BLALOCK PRESIDENT/CEO - RETIRED 500000 0 0 0 0 0 0 0 0 0 500000 0 0 0 PHILIP TREICK CHIEF INVESTMENT OFFICER 312122 0 0 0 0 0 0 0 0 0 312122 0 0 0 TOBY MARLATT VP FOR MARKETING 190935 0 0 0 0 0 24299 0 30343 0 245577 0 0 0 TROY CASERTA TREASURER 184835 0 0 0 0 0 25425 0 30343 0 240603 0 0 0 JOHN SMALL SR. ASSOC. VP FOR DEVELOPMENT 179497 0 0 0 0 0 25028 0 30343 0 234868 0 0 0 BRETT BEFUS ASSOC VP FOR DEVELOPMENT 162951 0 0 0 0 0 22804 0 30343 0 216098 0 0 0 KENDALL GONZALES CONTROLLER 135034 0 0 0 0 0 20174 0 30343 0 185551 0 0 0 CRAIG RUSSOW SENIOR DEVELOPMENT OFFICER 147711 0 0 0 0 0 19041 0 30343 0 197095 0 0 0 ELIZABETH JENKINS VP FOR ADVANCEMENT 147343 0 0 0 0 0 22013 0 30343 0 199699 0 0 0 BRADY GOYN PORTFOLIO MANAGER 120390 0 0 0 0 0 15229 0 30343 0 165962 0 0 0 JOSE BRIONES PORTFOLIO MANAGER 124065 0 0 0 0 0 15502 0 30343 0 169910 0 0 0 NANCY BRIZUELA DIRECTOR OF INFORMATION SERVICES 119408 0 0 0 0 0 15561 0 30343 0 165312 0 0 0 PART I, LINE 4A PRESIDENT/CEO BEN BLALOCK RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $500,000. X 37 2775614 AVG DAILY X 1 42500 3RD PARTY APPRAISAL 1 0 1 1 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. 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.