UNIVERSITY OF OKLAHOMA FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF OKLAHOMA FOUNDATION INC (EIN 73-6091755)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202341329349300124
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T08:19:08-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 N BROADWAY AVENUE SUITE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73103 | 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 | 736091755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OKLAHOMA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4053211174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TIMBERDELL ROAD | AddressLine1Txt |
| City | NORMAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRENT R WELLS | PersonNm |
| Person Title | VICE-PRESIDENT AND TREASURER | PersonTitleTxt |
| Phone | 4053211174 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRENT | PersonFirstNm |
| Person Last | WELLS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W LYNDEL LACKEY | PreparerPersonNm |
| PTIN | P00234298 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | GUY L PATTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TIMBERDELL ROAD | AddressLine1Txt |
| City | NORMAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $596,751,611 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | THE UNIVERSITY OF OKLAHOMA FOUNDATION IS AN INDEPENDENT CHARITABLE ORGANIZATION THAT FACILITATES AND MANAGES PHILANTHROPIC GIFTS TO SUPPORT THE UNIVERSITY OF OKLAHOMA. WITH A CULTURE OF INTEGRITY, SKILL AND PERSISTENCE, WE ALIGN THE PASSIONS OF DONORS AND OUR ALUMNI WITH THE INDELIBLE MISSION OF THE UNIVERSITY OF OKLAHOMA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 180 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $1,717,442 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,415,651 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $225,949,467 | PYContributionsGrantsAmt |
| CY Contributions Grants | $197,489,221 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$7,877,654 | PYInvestmentIncomeAmt |
| CY Investment Income | $49,367,567 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,760,343 | PYOtherRevenueAmt |
| CY Other Revenue | $7,695,311 | CYOtherRevenueAmt |
| PY Total Revenue | $229,832,156 | PYTotalRevenueAmt |
| CY Total Revenue | $254,552,099 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $126,919,490 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $168,583,302 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,520,886 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,416,518 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $46,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $335,132 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,567,364 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,862,034 | PYOtherExpensesAmt |
| CY Other Expenses | $23,409,683 | CYOtherExpensesAmt |
| PY Total Expenses | $145,348,410 | PYTotalExpensesAmt |
| CY Total Expenses | $198,744,635 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $84,483,746 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $55,807,464 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,614,502,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,467,155,168 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $485,225,564 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $481,366,733 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,129,277,318 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,985,788,435 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNIVERSITY OF OKLAHOMA FOUNDATION IS AN INDEPENDENT CHARITABLE ORGANIZATION THAT FACILITATES AND MANAGES PHILANTHROPIC GIFTS TO SUPPORT THE UNIVERSITY OF OKLAHOMA. WITH A CULTURE OF INTEGRITY, SKILL AND PERSISTENCE, WE ALIGN THE PASSIONS OF DONORS AND OUR ALUMNI WITH THE INDELIBLE MISSION OF THE UNIVERSITY OF OKLAHOMA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $35,571,094 | ExpenseAmt |
| Grant | $35,092,969 | GrantAmt |
| Desc | GENERAL UNIVERSITY EDUCATION ASSISTANCEEXPENDITURES MADE IN ACCORDANCE WITH THE FUND PURPOSE RANGING FROM GENERAL SUPPLIES TO SPECIFIC PROJECTS WITHIN A DEPARTMENT OR SCHOOL OF THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $69,192,672 | ExpenseAmt |
| Grant | $69,192,672 | GrantAmt |
| Desc | STUDENT SCHOLARSHIPSEXPENDITURES MADE IN ACCORDANCE WITH THE FUND PURPOSE RANGING FROM UNRESTRICTED SCHOLARSHIPS TO RESTRICTED SCHOLARSHIPS WITHIN A COLLEGE/DEPARTMENT OR SCHOOL OF THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,438,186 | ExpenseAmt |
| Grant | $49,438,186 | GrantAmt |
| Desc | SALARY SUPPLEMENTSSUCH EXPENDITURES ARE PROCESSED THROUGH THE UNIVERSITY'S PAYROLL SYSTEM. UPON RECEIVING ADEQUATE DOCUMENTATION, THE FOUNDATION WILL REIMBURSE THE UNIVERSITY FOR SUCH EXPENDITURES MADE IN ACCORDANCE WITH THE FUND PURPOSE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,859,475 | ExpenseAmt |
| Grant | $14,859,475 | GrantAmt |
| Desc | FACILITIES AND EQUIPMENTEXPENDITURES MADE IN ACCORDANCE WITH THE FUND PURPOSE RANGING FROM THE PURCHASE OF LAB EQUIPMENT TO CONSTRUCTION OF BUILDINGS WITHIN A DEPARTMENT OR SCHOOL OF THE UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $14,859,475 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $14,859,475 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $169,061,427 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 137 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 180 | 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 | 0 | NondeductibleContributionsInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | 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 | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 | TRENT R WELLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4053211174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TIMBERDELL ROAD | AddressLine1Txt |
| City | NORMAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73019 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ELBY BEAL | ||||||||
| CHAIR, TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MOFFETT | ||||||||
| VICE-CHAIR, TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS ANOATUBBY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN ARMSTRONG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEB BOATMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN BURDICK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN COSGROVE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAY DONAHUE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHIL ESTES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN EVATT | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH JACKSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNABEL JONES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL JOSEPH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDY KINNEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TH MCCASLAND III | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY PINKERTON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FLOYD SIMON JR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DON SMITHERMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOLAJI SOFOLA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON JESTER TURNEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GUY L PATTON | ||||||||
| PRESIDENT AND CEO | 39.00 | $744,602 | $0 | $51,531 | 1.00 | Yes (X) | ||
| AMY NOAH | ||||||||
| VICE PRESIDENT AND CAO | 40.00 | $284,184 | $0 | $40,256 | Yes (X) | |||
| BONNIE KENNEDY | ||||||||
| VICE PRESIDENT AND COO | 40.00 | $370,225 | $0 | $46,822 | Yes (X) | |||
| BRAD JOHNSON | ||||||||
| VICE PRESIDENT AND CIO | 40.00 | $631,488 | $0 | $50,187 | Yes (X) | |||
| KATHY HARLIN | ||||||||
| CORPORATE SECRETARY | 40.00 | $157,607 | $0 | $26,073 | Yes (X) | |||
| KEITH PETERS | ||||||||
| VICE PRESIDENT AND GENERAL COUNSEL | 40.00 | $276,003 | $0 | $44,887 | Yes (X) | |||
| TRENT WELLS | ||||||||
| VICE PRESIDENT AND TREASURER | 39.00 | $316,139 | $0 | $41,631 | 1.00 | Yes (X) | ||
| EUGENE LOHMEYER | ||||||||
| DEPUTY CHIEF INVESTMENT OFFICER | 40.00 | $519,708 | $0 | $50,931 | Yes (X) | |||
| JAMES VAUGHN | ||||||||
| ASSISTANT VICE PRESIDENT OF ADVANCEMENT OPERATIONS | 40.00 | $220,658 | $0 | $31,904 | Yes (X) | |||
| JOHN HILLIS | ||||||||
| SENIOR DIRECTOR OF PRINCIPAL GIFTS | 40.00 | $207,528 | $0 | $31,856 | Yes (X) | |||
| NEIL HEENEY | ||||||||
| ASSISTANT VICE PRESIDENT OF PRINCIPAL GIFTS | 40.00 | $203,110 | $0 | $14,979 | Yes (X) | |||
| JORDAN ELLIS | ||||||||
| OF COUNSEL | 40.00 | $203,109 | $0 | $37,133 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,134,361 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $468,190 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 30 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 412015 | BOSTON | MA | 02241 | INVESTMENT CONSULTANT | $1,375,000 |
| NIXON PEABODY LLP | |||||
| PO BOX 28012 | NEW YORK | NY | 10087 | LEGAL SERVICES | $503,848 |
| MCAFEE & TAFT | |||||
| 211 N ROBINSON SUITE 1000 | OKLAHOMA CITY | OK | 73102 | LEGAL SERVICES | $449,233 |
| CONESTOGA CAPITAL ADVISORS LLC | |||||
| 550 E SWEDESFORD ROAD SUITE 120 | WAYNE | PA | 19087 | INVESTMENT CONSULTANT | $273,031 |
| SAMRA ADVISORS | |||||
| 200 ESTATE DRIVE 221 | CHESTNUT HILL | MA | 02467 | CONSULTANT | $217,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $100,000 | RelatedOrganizationsAmt |
| All Other Contributions | $197,389,221 | AllOtherContributionsAmt |
| Noncash Contributions | $9,816,398 | NoncashContributionsAmt |
| Total Contributions | $197,489,221 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,728,837 | TotalRevenueColumnAmt |
| Exclusion | $20,728,837 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,218,592 | TotalRevenueColumnAmt |
| Exclusion | $7,218,592 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $370,838,242 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $342,199,512 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,638,730 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,638,730 | TotalRevenueColumnAmt |
| Exclusion | $28,638,730 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| FUNDRAISING SERVICE RE | 900099 | $6,542,250 | $6,542,250 | |
| PARTNERSHIP INCOME | 900099 | $905,320 | $905,320 | |
| OTHER INCOME | 900099 | -$6,970,851 | -$7,782,973 | $812,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $476,719 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $254,552,099 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,240,723 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,717,442 | UnrelatedBusinessRevenueAmt |
| Exclusion | $56,586,159 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,390,630 | TotalAmt |
| Program Services | $99,390,630 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,192,672 | TotalAmt |
| Program Services | $69,192,672 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,174,038 | TotalAmt |
| Management And General | $3,174,038 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,435,020 | TotalAmt |
| Management And General | $2,435,020 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,809 | TotalAmt |
| Management And General | $304,809 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,058 | TotalAmt |
| Management And General | $249,058 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,593 | TotalAmt |
| Management And General | $253,593 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $855,687 | TotalAmt |
| Management And General | $855,687 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,614 | TotalAmt |
| Management And General | $283,614 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,476 | TotalAmt |
| Management And General | $130,476 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,132 | TotalAmt |
| Fundraising | $335,132 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,752,143 | TotalAmt |
| Management And General | $1,752,143 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,243,748 | TotalAmt |
| Program Services | $273,208 | ProgramServicesAmt |
| Management And General | $970,540 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,567 | TotalAmt |
| Management And General | $167,567 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,318 | TotalAmt |
| Management And General | $249,318 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053,164 | TotalAmt |
| Management And General | $1,053,164 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,281 | TotalAmt |
| Management And General | $624,281 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,367 | TotalAmt |
| Management And General | $632,367 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,447 | TotalAmt |
| Management And General | $185,447 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,934 | TotalAmt |
| Management And General | $195,934 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EXPENSES REIMBURSED TO | $15,232,232 | $15,232,232 | ||
| STUDENT AND FACULTY AWA | $204,917 | $204,917 | ||
| PRINTING | $149,349 | $149,349 | ||
| TAX ON UBI | $6,330 | $6,330 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,109 | TotalAmt |
| Management And General | $443,109 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,744,635 | TotalAmt |
| Program Services | $169,061,427 | ProgramServicesAmt |
| Management And General | $14,115,844 | ManagementAndGeneralAmt |
| Fundraising | $15,567,364 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,769,149 | BOYAmt |
| EOY | $24,885,589 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,929,430 | BOYAmt |
| EOY | $285,028,209 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,623,487 | BOYAmt |
| EOY | $91,323,086 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $918,074 | BOYAmt |
| EOY | $1,305,679 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,867 | BOYAmt |
| EOY | $54,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,188,199 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,713,976 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,541,407 | BOYAmt |
| EOY | $30,474,223 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,107,248,768 | BOYAmt |
| EOY | $1,975,870,776 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,421,671 | BOYAmt |
| EOY | $43,351,895 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,958,029 | BOYAmt |
| EOY | $14,860,723 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,614,502,882 | BOYAmt |
| EOY | $2,467,155,168 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,413,098 | BOYAmt |
| EOY | $12,898,833 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,812,466 | BOYAmt |
| EOY | $468,467,900 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,225,564 | BOYAmt |
| EOY | $481,366,733 | 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 | $41,809,611 | BOYAmt |
| EOY | $61,859,123 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,087,467,707 | BOYAmt |
| EOY | $1,923,929,312 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,129,277,318 | BOYAmt |
| EOY | $1,985,788,435 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,614,502,882 | BOYAmt |
| EOY | $2,467,155,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $55,807,464 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$199,296,347 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $134,061,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,119,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,768,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,949,467 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,489,221 | CurrentTaxYearAmt |
| Total | $820,388,201 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,061,725 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $140,119,719 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,768,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,949,467 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,489,221 | CurrentTaxYearAmt |
| Total | $820,388,201 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $120,382,840 | SubstantialContributorsTotAmt |
| Public Support Total170 | $700,005,361 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,349,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,324,886 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,905,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,623,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,947,429 | CurrentTaxYearAmt |
| Total | $107,150,985 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $416,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $407,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,792,748 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,415,651 | CurrentTaxYearAmt |
| Total | $4,129,160 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,429,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,528,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,612,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,933,347 | CurrentTaxYearMinus1YearAmt |
| Total | $16,504,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $948,173,116 | TotalSupportAmt |
| Public Support CY170 | 0.73830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71430 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 31 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Contri | $139,353 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $21,011,155 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $1,100,000 | RevenuesIncludedAmt |
| Assets Included | $39,926,563 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,774,601,369 | BeginningYearBalanceAmt |
| Contributions | $62,913,868 | ContributionsAmt |
| Investment Earnings Or Losses | -$125,164,405 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,695,640 | GrantsOrScholarshipsAmt |
| Other Expenditures | $39,435,548 | OtherExpendituresAmt |
| Administrative Expenses | $16,815,697 | AdministrativeExpensesAmt |
| End Year Balance | $1,637,403,947 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,265,078,982 | BeginningYearBalanceAmt |
| Contributions | $131,035,792 | ContributionsAmt |
| Investment Earnings Or Losses | $457,079,007 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $43,871,033 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,977,183 | OtherExpendituresAmt |
| Administrative Expenses | $13,744,196 | AdministrativeExpensesAmt |
| End Year Balance | $1,774,601,369 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,250,649,754 | BeginningYearBalanceAmt |
| Contributions | $32,973,485 | ContributionsAmt |
| Investment Earnings Or Losses | $51,089,115 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,532,090 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,116,881 | OtherExpendituresAmt |
| Administrative Expenses | $11,984,401 | AdministrativeExpensesAmt |
| End Year Balance | $1,265,078,982 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,177,413,117 | BeginningYearBalanceAmt |
| Contributions | $45,937,447 | ContributionsAmt |
| Investment Earnings Or Losses | $80,975,814 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $27,272,398 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,114,365 | OtherExpendituresAmt |
| Administrative Expenses | $11,289,861 | AdministrativeExpensesAmt |
| End Year Balance | $1,250,649,754 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,097,851,713 | BeginningYearBalanceAmt |
| Contributions | $31,621,364 | ContributionsAmt |
| Investment Earnings Or Losses | $111,793,929 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $34,447,136 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,473,942 | OtherExpendituresAmt |
| Administrative Expenses | $10,932,811 | AdministrativeExpensesAmt |
| End Year Balance | $1,177,413,117 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01940 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98060 | 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) |
|---|---|---|
| Investment Cost Or Other Basis | $25,942,575 | InvestmentCostOrOtherBasisAmt |
| Book Value | $25,942,575 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,201,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $817,920 | DepreciationAmt |
| Book Value | $3,383,165 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,044,539 | OtherCostOrOtherBasisAmt |
| Depreciation | $896,056 | DepreciationAmt |
| Book Value | $1,148,483 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,474,223 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSETS HELD IN CUSTODY FOR OTHERS | $467,669,271 |
| CHARITABLE REMAINDER TRUST OBLIGATIONS | $798,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $468,467,900 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE FOUNDATION'S COLLECTION IS MAINTAINED FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF PUBLIC SERVICE, RATHER THAN FOR FINANCIAL GAIN. ALL COLLECTIONS OF WORKS OF ART, HISTORICAL TREASURES AND SIMILAR ASSETS ARE CARRIED AT THE LOWER OF COST OR FAIR VALUE AT THE TIME OF DONATION. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES ANY PROCEEDS FROM DEACCESSION BE UTILIZED FOR DIRECT CARE OF THE COLLECTION. THE FOUNDATION DEFINES DIRECT CARE AS INVESTING IN THE WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS BY ENHANCING THEIR LIFE, USEFULNESS, OR QUALITY THEREBY ENSURING THEY WILL CONTINUE TO BENEFIT THE PUBLIC. |
| PART V, LINE 4: | PERMANENTLY RESTRICTED NET ASSETS HAVE BEEN RESTRICTED BY DONORS TO BE MAINTAINED BY THE FOUNDATION IN PERPETUITY. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | PASSIVE INVESTMENTS | $185,304,100 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PASSIVE INVESTMENTS | $7,907,946 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PASSIVE INVESTMENTS | $2,832,440 |
| 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 | $196,044,486 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $196,044,486 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | ACCOUNTING METHOD IS FAIR MARKET VALUE. |
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART I | THE ORGANIZATION RECEIVED CONTRIBUTIONS FROM DONORS OUTSIDE THE UNITED STATES DURING THE TAX YEAR. |
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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MARTS & LUNDY INC | ||||||||
| 160 CHUBB AVENUE SUITE 303 | LYNDHURST | NJ | 07071 | STRATEGIC FUNDRAISING CONSULTING | 0 | $0 | $14,700 | $0 |
| ONE SIXTY OVER NINETY | ||||||||
| 510 WALNUT STREET 19TH FLOOR | PHILADELPHIA | PA | 19106 | STRATEGIC FUNDRAISING CONSULTING | 0 | $0 | $264,000 | $0 |
| DOUG MARTIN | ||||||||
| 610 COPPER RIDGE | RICHARDSON | TX | 75080 | STRATEGIC FUNDRAISING CONSULTING | 0 | $0 | $56,432 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $335,132 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | 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 | MT | LicensedStatesCd |
| Licensed States | NE | 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 | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | 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 | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF OKLAHOMA | ||||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | 736017987 | 501(C)(3) | $14,859,475 | $0 | FACILITIES AND EQUIPMENT |
| UNIVERSITY OF OKLAHOMA | ||||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | 736017987 | 501(C)(3) | $49,438,186 | $0 | SALARY SUPPLEMENTS |
| UNIVERSITY OF OKLAHOMA | ||||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | 736017987 | 501(C)(3) | $35,092,969 | $0 | GENERAL EDUCATION ASSISTANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 7792 | RecipientCnt |
| Cash Grant | $69,192,672 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FUND SPONSORS FOR EACH FUND APPROVE ALL EXPENDITURES. THE SPONSORS USE THE DONOR GUIDELINE TO ENSURE THAT DONOR INTENT IS FOLLOWED FOR EACH EXPENDITURE. THE PAYMENT PROCESSING DEPARTMENT AT THE FOUNDATION ALSO SCRUTINIZES EACH PAYMENT AND VERIFIES DONOR INTENT PRIOR TO AUTHORIZING FINAL PAYMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GUY L PATTON | ||||||||||||||
| PRESIDENT AND CEO | $580,049 | $0 | $152,553 | $0 | $12,000 | $0 | $38,600 | $0 | $12,931 | $0 | $796,133 | $0 | $0 | $0 |
| BRAD JOHNSON | ||||||||||||||
| VICE PRESIDENT AND CIO | $354,765 | $0 | $276,723 | $0 | $0 | $0 | $38,300 | $0 | $11,887 | $0 | $681,675 | $0 | $0 | $0 |
| EUGENE LOHMEYER | ||||||||||||||
| DEPUTY CHIEF INVESTMENT OFFICER | $312,950 | $0 | $194,835 | $0 | $11,923 | $0 | $38,000 | $0 | $12,931 | $0 | $570,639 | $0 | $0 | $0 |
| BONNIE KENNEDY | ||||||||||||||
| VICE PRESIDENT AND COO | $315,057 | $0 | $43,245 | $0 | $11,923 | $0 | $38,300 | $0 | $8,522 | $0 | $417,047 | $0 | $0 | $0 |
| TRENT WELLS | ||||||||||||||
| VICE PRESIDENT AND TREASURER | $268,089 | $0 | $37,665 | $0 | $10,385 | $0 | $28,700 | $0 | $12,931 | $0 | $357,770 | $0 | $0 | $0 |
| AMY NOAH | ||||||||||||||
| VICE PRESIDENT AND CAO | $274,665 | $0 | $0 | $0 | $9,519 | $0 | $32,175 | $0 | $8,081 | $0 | $324,440 | $0 | $0 | $0 |
| KEITH PETERS | ||||||||||||||
| VICE PRESIDENT AND GENERAL COUNSEL | $233,826 | $0 | $33,062 | $0 | $9,115 | $0 | $31,956 | $0 | $12,931 | $0 | $320,890 | $0 | $0 | $0 |
| JAMES VAUGHN | ||||||||||||||
| ASSISTANT VICE PRESIDENT OF ADVANCEM | $175,307 | $0 | $38,716 | $0 | $6,635 | $0 | $23,382 | $0 | $8,522 | $0 | $252,562 | $0 | $0 | $0 |
| JORDAN ELLIS | ||||||||||||||
| OF COUNSEL | $177,390 | $0 | $18,988 | $0 | $6,731 | $0 | $24,202 | $0 | $12,931 | $0 | $240,242 | $0 | $0 | $0 |
| JOHN HILLIS | ||||||||||||||
| SENIOR DIRECTOR OF PRINCIPAL GIFTS | $199,028 | $0 | $8,500 | $0 | $0 | $0 | $24,723 | $0 | $7,133 | $0 | $239,384 | $0 | $0 | $0 |
| NEIL HEENEY | ||||||||||||||
| ASSISTANT VICE PRESIDENT OF PRINCIPA | $193,360 | $0 | $0 | $0 | $9,750 | $0 | $14,979 | $0 | $0 | $0 | $218,089 | $0 | $0 | $0 |
| KATHY HARLIN | ||||||||||||||
| CORPORATE SECRETARY | $133,938 | $0 | $18,554 | $0 | $5,115 | $0 | $17,551 | $0 | $8,522 | $0 | $183,680 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 5 | THE FOUNDATION ADOPTED AN INVESTMENT OFFICE INCENTIVE PLAN IN APRIL OF 2021. THIS PLAN INCLUDES INCENTIVES FOR INVESTMENT PROFESSIONALS AND IS BASED ON KEY PERFORMANCE METRICS DEFINED BY THE PLAN. THE INCENTIVE PLAN FOR THE INVESTMENT TEAM OF THE FOUNDATION HAS BEEN ESTABLISHED TO ACCOMPLISH SEVERAL IMPORTANT OBJECTIVES: - MOTIVATE AND REWARD DESIRED PERFORMANCE ON THE PART OF THE TEAM. - IMPROVE INVESTMENT PERFORMANCE IN RELATION TO PEERS AND TO INVESTMENT STANDARDS AND BENCHMARKS IN THE INDUSTRY. - DEFINE, MEASURE AND REWARD THE PERFORMANCE AND CONTRIBUTIONS BY THE INVESTMENT OFFICE. - ENABLE THE FOUNDATION TO ATTRACT AND RETAIN HIGH-CALIBER TALENT THROUGH OFFERING COMPETITIVE AND ATTRACTIVE COMPENSATION PROGRAMS AND PAY LEVELS FOR INVESTMENT PROFESSIONALS. |
| PART I, LINE 6 | THE FOUNDATION ADOPTED AN INCENTIVE COMPENSATION PLAN IN APRIL OF 2021. THIS PLAN INCLUDES INCENTIVES FOR REGULAR FOUNDATION EMPLOYEES AND IS BASED ON KEY PERFORMANCE METRICS DEFINED BY THE PLAN.THIS INCENTIVE COMPENSATION PLAN HAS BEEN ESTABLISHED TO ACCOMPLISH SEVERAL IMPORTANT OBJECTIVES: - MOTIVATE PARTICIPANTS TO CONTRIBUTE TO THE SUCCESSFUL PERFORMANCE OF THE FOUNDATION AS ASSESSED THROUGH THE METRICS OUTLINED IN THE PLAN. - LINK INCENTIVE COMPENSATION OPPORTUNITIES TO THE KEY PERFORMANCE METRICS OF THE PLAN. - ENCOURAGE AND REWARD OUTSTANDING PERFORMANCE BY PLAN PARTICIPANTS. - ENABLE THE FOUNDATION TO ATTRACT AND RETAIN HIGH-CALIBER TALENT AT EVERY LEVEL OF THE ORGANIZATION. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,100,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 102 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,716,398 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE HIGH/LOW PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE CONTROLLER, WITH HELP FROM VARIOUS DEPARTEMENTS GATHERING SUPPORT, PROVIDES INFORMATION TO OUR ACCOUNTANTS FOR TAX PREPARATION. THE CONTROLLER RECEIVES THE COMPLETED FORM 990 AND REVIEWS THE CALCULATIONS TO ENSURE ACCURACY. THE LEGAL DEPARTMENT PEFORMS AN OVERALL REVIEW. ONCE THE FINAL FORM 990 HAS BEEN PREPARED, FORM 990 IS DISTRIBUTED TO THE AUDIT AND FINANCE COMMITTE FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS AND TRUSTEES ARE REQUIRED TO DISCLOSE CONFLICTS ON A YEARLY BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION USES AN OUTSIDE CONSULTANT TO PREPARE A COMPENSATION SURVEY OF WHICH WE USE TO PROVIDE GUIDELINES FOR FOUNDATION COMPENSATION. |
| 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 ON ITS WEBSITE AND UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| HAMM FAMILY DIABETES CENTER LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | DIABETES RESEARCH | OK | $8,493,945 | $39,403,184 | UNIVERSITY OF OKLAHOMA FOUNDATION INC |
| LW CARY INVESTORS LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | REAL ESTATE | OK | $0 | $15,196 | UNIVERSITY OF OKLAHOMA FOUNDATION INC |
| UNIVERSITY NORTH PARK LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | REAL ESTATE | OK | $178,818 | $33,285,768 | UNIVERSITY OF OKLAHOMA FOUNDATION INC |
| UNP REALTY INVESTORS LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | REAL ESTATE | OK | $0 | $640 | UNIVERSITY OF OKLAHOMA FOUNDATION INC |
| OUF REAL ESTATE HOLDINGS LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | REAL ESTATE | OK | $0 | $181,025 | UNIVERSITY OF OKLAHOMA FOUNDATION INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR ENGINEERING AT THE UNIVERSITY OF OKLAHOMA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TIMBERDELL ROAD | AddressLine1Txt |
| City | NORMAN | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453266058 | EIN |
| Primary Activities | EDUCATIONAL | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 5 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OKLAHOMA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (27) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | OK | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OKLAHOMA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR ENGINEERING AT THE UNIVERSITY OF OKLAHOMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $100,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |