UNIVERSITY OF WYOMING FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WYOMING FOUNDATION (EIN 83-0201971)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202331359349313123
- Schema version
- 2021v4.2
- 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 | 2023-05-15T16:03:50-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | 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 | 2021-07-01 | 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 | 2023-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TROY | PersonFirstNm |
| Person Last | CASERTA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2022-12-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | $277,232,085 | 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 RAISE, MANAGE AND INVEST PRIVATE SUPORT FOR THE BENEFIT OF THE UNIVERSITY OF WYOMING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | -$1,005,293 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $36,109,084 | PYContributionsGrantsAmt |
| CY Contributions Grants | $29,971,300 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $59,128,727 | PYInvestmentIncomeAmt |
| CY Investment Income | $102,212,077 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,213,513 | PYOtherRevenueAmt |
| CY Other Revenue | $333,590 | CYOtherRevenueAmt |
| PY Total Revenue | $96,451,324 | PYTotalRevenueAmt |
| CY Total Revenue | $132,516,967 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $114,513,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,021,942 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,018,513 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,683,425 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $64,670 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,932,687 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,596,494 | PYOtherExpensesAmt |
| CY Other Expenses | $9,272,549 | CYOtherExpensesAmt |
| PY Total Expenses | $134,192,677 | PYTotalExpensesAmt |
| CY Total Expenses | $47,977,916 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$37,741,353 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $84,539,051 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $919,758,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $844,408,554 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $338,768,242 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $308,486,511 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $580,989,996 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $535,922,043 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO RAISE, MANAGE AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF WYOMING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,254,804 | ExpenseAmt |
| Grant | $18,254,804 | 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 | $9,131,547 | ExpenseAmt |
| Grant | $9,131,547 | 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 | $705,147 | ExpenseAmt |
| Grant | $705,147 | 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 | $2,930,444 | ExpenseAmt |
| Grant | $2,930,444 | GrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,930,444 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,930,444 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $31,021,942 | 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDALL GONZALES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BEN BLALOCK | |||||||||
| PRESIDENT/CEO - RETIRED | 39.00 | 1.00 | Yes (X) | Yes (X) | $628,974 | $196,404 | $13,846 | ||
| JOHN STARK | |||||||||
| PRESIDENT/CEO | 39.00 | 1.00 | Yes (X) | Yes (X) | $178,917 | $180,731 | $32,053 | ||
| MARY SHAFER-MALICK | |||||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DOUG STARK | |||||||||
| BOARD VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LINDSAY HOOPER | |||||||||
| BOARD SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LEE BETSILL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBIN BOLZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOM BOTTS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHAD DEATON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN DUNN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAT HIGGINS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT D MACDONALD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM MARTIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANN PICKARD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN PIEPER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RON SALVAGIO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER SHERMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| REGGIE SLATER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTHA BROWN WYRSCH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| APRIL BRIMMER KUNZ | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CLAYTON HARTMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREG HILL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREG DYEKMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK MENDICINO | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAT RILE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROY WHITNEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TROY CASERTA | |||||||||
| TREASURER | 39.00 | 1.00 | Yes (X) | $15,692 | $154,295 | $32,053 | |||
| PHILIP TREICK | |||||||||
| CHIEF INVESTMENT OFFICER | 39.00 | 1.00 | $303,377 | $0 | $0 | Yes (X) | |||
| TOBY MARLATT | |||||||||
| VP FOR MARKETING | 39.00 | 1.00 | $38,934 | $139,764 | $32,053 | Yes (X) | |||
| JOHN SMALL | |||||||||
| SR. ASSOC. VP FOR DEVELOPMENT | 39.00 | 1.00 | $17,608 | $146,162 | $16,027 | Yes (X) | |||
| BRETT BEFUS | |||||||||
| ASSOC VP FOR DEVELOPMENT | 39.00 | 1.00 | $15,169 | $114,520 | $32,053 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,198,671 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $931,876 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $158,085 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SS&C TECHNOLOGIES INC | |||||
| 80 LAMBERTON ROAD | WINDSOR | CT | 06095 | SOFTWARE | $185,000 |
| MEKETA INVESTMENT GROUP INC | |||||
| 48 WALL STREE 11TH FLOOR | NEW YORK | NY | 10005 | INVESTMENT CONSULTING | $105,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,051,334 | RelatedOrganizationsAmt |
| All Other Contributions | $26,919,966 | AllOtherContributionsAmt |
| Noncash Contributions | $1,927,225 | NoncashContributionsAmt |
| Total Contributions | $29,971,300 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,274,400 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,046,496 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,320,896 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $266,256 | TotalRevenueColumnAmt |
| Exclusion | $266,256 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $229,652,795 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $144,715,118 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,937,677 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,937,677 | TotalRevenueColumnAmt |
| Exclusion | $84,937,677 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| UNRELATED BUSINESS LOS | 523000 | $41,203 | $41,203 | |
| OTHER REVENUE | 561499 | $26,131 | $26,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $67,334 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,516,967 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,005,293 | UnrelatedBusinessRevenueAmt |
| Exclusion | $103,550,960 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,021,942 | TotalAmt |
| Program Services | $31,021,942 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,183,502 | TotalAmt |
| Management And General | $332,305 | ManagementAndGeneralAmt |
| Fundraising | $851,197 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,171,073 | TotalAmt |
| Management And General | $1,171,160 | ManagementAndGeneralAmt |
| Fundraising | $2,999,913 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,267,885 | TotalAmt |
| Management And General | $739,136 | ManagementAndGeneralAmt |
| Fundraising | $1,528,749 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,965 | TotalAmt |
| Management And General | $17,118 | ManagementAndGeneralAmt |
| Fundraising | $43,847 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,514 | TotalAmt |
| Management And General | $12,775 | ManagementAndGeneralAmt |
| Fundraising | $28,739 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,690 | TotalAmt |
| Management And General | $34,690 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,979,222 | TotalAmt |
| Management And General | $4,979,222 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,155 | TotalAmt |
| Management And General | $9,726 | ManagementAndGeneralAmt |
| Fundraising | $5,429 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,545 | TotalAmt |
| Management And General | $2,163 | ManagementAndGeneralAmt |
| Fundraising | $8,382 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,970 | TotalAmt |
| Management And General | $44,674 | ManagementAndGeneralAmt |
| Fundraising | $314,296 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,155,170 | TotalAmt |
| Management And General | $361,024 | ManagementAndGeneralAmt |
| Fundraising | $794,146 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,506 | TotalAmt |
| Management And General | $450,506 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,688 | TotalAmt |
| Management And General | $12,636 | ManagementAndGeneralAmt |
| Fundraising | $276,052 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,492 | TotalAmt |
| Management And General | $69,492 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,294 | TotalAmt |
| Management And General | $193,294 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,079,004 | TotalAmt |
| Management And General | $1,079,004 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,494 | TotalAmt |
| Management And General | $150,494 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| INVESTMENT COUNCIL FEES | $329,583 | $329,583 | |
| PROFESSIONAL DEVELOPMEN | $88,201 | $29,945 | $58,256 |
| DONOR RELATIONS | $28,021 | $4,340 | $23,681 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,977,916 | TotalAmt |
| Program Services | $31,021,942 | ProgramServicesAmt |
| Management And General | $10,023,287 | ManagementAndGeneralAmt |
| Fundraising | $6,932,687 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,520,744 | BOYAmt |
| EOY | $777,167 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,251 | BOYAmt |
| EOY | $300,855 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,551,108 | BOYAmt |
| EOY | $8,024,688 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,921 | BOYAmt |
| EOY | $118,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,075,545 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,851,285 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,118,693 | BOYAmt |
| EOY | $26,224,260 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,464,035 | BOYAmt |
| EOY | $407,321,441 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,519,486 | BOYAmt |
| EOY | $401,641,750 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,758,238 | BOYAmt |
| EOY | $844,408,554 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,220,702 | BOYAmt |
| EOY | $3,835,224 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,366,393 | BOYAmt |
| EOY | $293,357,847 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,410,005 | BOYAmt |
| EOY | $5,196,698 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,771,142 | BOYAmt |
| EOY | $6,096,742 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,768,242 | BOYAmt |
| EOY | $308,486,511 | 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 | $75,877,351 | BOYAmt |
| EOY | $84,658,656 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,112,645 | BOYAmt |
| EOY | $451,263,387 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,989,996 | BOYAmt |
| EOY | $535,922,043 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,758,238 | BOYAmt |
| EOY | $844,408,554 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $84,539,051 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$158,050,477 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $28,443,473 | 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 | $45,766,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,534,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,438,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,109,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,971,300 | CurrentTaxYearAmt |
| Total | $178,820,845 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,766,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,534,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,438,993 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,109,084 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,971,300 | CurrentTaxYearAmt |
| Total | $178,820,845 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,579,937 | SubstantialContributorsTotAmt |
| Public Support Total170 | $173,240,908 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,556,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,742,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,428,829 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,439,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,274,400 | CurrentTaxYearAmt |
| Total | $46,441,170 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $26,131 | CurrentTaxYearAmt |
| Total | $26,131 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $225,288,146 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,859,280 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79010 | 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. | 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 | $323,366,393 | BeginningBalanceAmt |
| Additions During Year | -$22,642,778 | AdditionsDuringYearAmt |
| Distributions During Year | $7,365,826 | DistributionsDuringYearAmt |
| Ending Balance | $293,357,789 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $298,522,182 | BeginningYearBalanceAmt |
| Contributions | $14,688,528 | ContributionsAmt |
| Investment Earnings Or Losses | $13,003,221 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,629,624 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,786,129 | OtherExpendituresAmt |
| End Year Balance | $314,798,178 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $273,031,059 | BeginningYearBalanceAmt |
| Contributions | $21,001,431 | ContributionsAmt |
| Investment Earnings Or Losses | $14,833,223 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,103,191 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,240,340 | OtherExpendituresAmt |
| End Year Balance | $298,522,182 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05750 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94250 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,070,184 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,199,481 | DepreciationAmt |
| Book Value | $23,870,703 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,005,361 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,651,804 | DepreciationAmt |
| Book Value | $2,353,557 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,224,260 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $27,537,469 | F |
| PRIVATE EQUITY | $264,974,545 | F |
| REAL ASSETS | $93,910,199 | F |
| OTHER INVESTMENTS | $7,994,026 | C |
| BITCOIN | $7,225,511 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $401,641,750 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENTS PAYABLE | $4,970,243 |
| NOTES PAYABLE | $679,173 |
| MISC | $357,787 |
| ACCRUED INTEREST | $15,881 |
| LEASE OBLIGATION | $73,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,096,742 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$9,435,085 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$158,050,477 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $26,314,950 | OtherRevenueAmt |
| Revenue Not Reported | -$131,735,527 | RevenueNotReportedAmt |
| Revenue Subtotal | $122,300,442 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,979,222 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,237,303 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $10,216,525 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $132,516,967 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,632,868 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,632,868 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,979,222 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $7,365,826 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,345,048 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,977,916 | 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 26,314,950. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN CASH SURRENDER VALUE 22,946. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 1,542,185. CONTRIBUTIONS TO ACCOUNTS HELD FOR OTHERS 3,672,172. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DISTRIBUTIONS FROM ACCOUNTS HELD FOR OTHERS 7,365,826. |
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) | 0 | 0 | INVESTMENTS | $1,068,695 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $48,662 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $39,128,621 |
| NORTH AMERICA - CANADA AND MEXICO BUT NOT THE UNITED STATES | 0 | 0 | INVESTMENTS | $142,618 |
| 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 | $40,388,596 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $40,388,596 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| IMODULES | ||||||||
| 5201 CONGRESS AVE | BOCA RATON | FL | 33487 | ELECTRONIC | 0 | $266,454 | $21,200 | $245,254 |
| GIVECAMPUS | ||||||||
| 99 M ST SE 233 | WASHINGTON | DC | 20003 | ELECTRONIC | 0 | $81,920 | $18,416 | $63,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $348,374 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $39,616 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $308,758 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | 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 | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | 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 (3 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 | $18,254,804 | $0 | VARIOUS ACADEMIC AND ADMINISTRATIVE DEPARTMENTS |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | 836000331 | $9,131,547 | $0 | STUDENT SCHOLARSHIP |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE | LARAMIE | WY | 82071 | 836000331 | $2,853,653 | $0 | CONSTRUCTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
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 | 0 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEN BLALOCK | ||||||||||||||
| PRESIDENT/CEO - RETIRED | $469,113 | $178,404 | $150,000 | $0 | $9,861 | $18,000 | $0 | $0 | $0 | $13,846 | $628,974 | $210,250 | $0 | $0 |
| JOHN STARK | ||||||||||||||
| PRESIDENT/CEO | $171,828 | $162,731 | $0 | $0 | $7,089 | $18,000 | $0 | $0 | $0 | $32,053 | $178,917 | $212,784 | $0 | $0 |
| PHILIP TREICK | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $303,377 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $303,377 | $0 | $0 | $0 |
| TOBY MARLATT | ||||||||||||||
| VP FOR MARKETING | $38,934 | $139,764 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,053 | $38,934 | $171,817 | $0 | $0 |
| TROY CASERTA | ||||||||||||||
| TREASURER | $15,692 | $154,295 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $32,053 | $15,692 | $186,348 | $0 | $0 |
| JOHN SMALL | ||||||||||||||
| SR. ASSOC. VP FOR DEVELOPMENT | $17,608 | $146,162 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,027 | $17,608 | $162,189 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE BONUS PAID TO CEO BEN BLALOCK WAS A THREE-YEAR RETENTION BONUS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,862,350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE DAILY MARKET | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DIGITAL ASSETS | Desc |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $64,875 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE DAILY MARKET | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | ALL PROPERTIES WERE IMMEDIATELY TRANSFERRED TO THE UNIVERSITY AND RECORDED AS REVENUES ON THEIR BOOKS. THE FOUNDATION NEVER HAD POSSESSION OF THE ASSET. | ExplanationTxt |
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 MEETING 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 -1,542,185. CHANGE IN CASH SURRENDER VALUE -22,946. CHANGE IN ACCOUNTS HELD FOR OTHERS 30,008,604. |