2022-07-14T14:43:36-05:00 2021-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2021-01-01 741587488 UNIVERSITY OF TEXAS FOUNDATION INC UNIV 5124738985 9011 MOUNTAIN RIDGE DRIVE 150 AUSTIN TX 78759 SHERI DESPAIN EXECUTIVE DIRECTOR & CFO 5124733603 2022-07-11 1 SHERI DESPAIN 999009999 SEAN HOLCOMB P01249221 5123703200 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z THOMAS PERICH 9011 MOUNTAIN RIDGE DRIVE 150 AUSTIN TX 78759 51788755 0 X UTXF.ORG X 1967 TX TO PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS. 20 20 5 20 0 0 33544442 42756427 0 0 2771175 4743148 176320 192521 36491937 47692096 33037793 42736834 0 0 372722 381473 0 0 0 2693330 2828633 36103845 45946940 388092 1745156 78405261 88879484 40629509 45533196 37775752 43346288 TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF TEXAS SYSTEM, INCLUDING ALL OF ITS BRANCHES, DEPARTMENTS, SCHOOLS AND COLLEGES AT ITS THIRTEEN INSTITUTIONS, TO IMPROVE ITS RESEARCH, TEACHING, SCHOLARSHIP, FACULTIES AND FACILITIES. 0 0 42903290 42736834 EDUCATIONAL PURPOSE - GIFTS TO VARIOUS DEPARTMENTS AT THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS FOR VARIOUS EDUCATIONAL AND RESEARCH PROJECTS 2470834 PAYMENTS MADE TO MEET CONDITIONS OF GIFTS TO THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS. 45374124 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 1 215 0 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SHERI DESPAIN 5124738985 9011 MOUNTAIN RIDGE DR SUITE 150 AUSTIN TX 78759 ANNIE HOLAND MILLER DIRECTOR 1.00 X 0 0 0 BETSY CHADDERDON FRANTZ DIRECTOR 1.00 X 0 0 0 CHARLES W MATTHEWS JR DIRECTOR 1.00 X 0 0 0 HECTOR DELEON DIRECTOR 1.00 X 0 0 0 JAMES A PRENTICE IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JOHN STUART III DIRECTOR 1.00 X 0 0 0 WOFFORD DENIUS DIRECTOR 1.00 X 0 0 0 MELINDA HILL PERRIN DIRECTOR 1.00 X 0 0 0 MICHAEL L COOK DIRECTOR 1.00 X 0 0 0 MICHELLE BROCK DIRECTOR 1.00 X 0 0 0 R GORDON APPLEMAN DIRECTOR 1.00 X 0 0 0 REX G BAKER III PRESIDENT ELECT 1.00 X X 0 0 0 SHANNON H RATLIFF DIRECTOR 1.00 X 0 0 0 SONIA PEREZ VP AND SECRETARY 1.00 X X 0 0 0 THOMAS J PERICH PRESIDENT 1.00 X X 0 0 0 BRIAN T MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 ALFRED M MEYERSON VP AND TREASURER 1.00 X X 0 0 0 TIM TAYLOR DIRECTOR 1.00 X 0 0 0 PAMELA P WILLEFORD DIRECTOR 1.00 X 0 0 0 TRACY LAQUEY PARKER DIRECTOR 1.00 X 0 0 0 SHERI DESPAIN EXECUTIVE DIRECTOR AND CFO 40.00 X 154500 0 22956 154500 0 22956 1 0 1 0 0 42756427 2092211 42756427 693109 693109 8146698 4096659 4050039 4050039 4050039 OTHER INCOME 900099 192521 192521 192521 47692096 192521 0 4743148 42684186 42684186 52648 52648 177456 177456 164619 164619 13752 13752 25646 25646 26400 26400 10781 10781 27291 27291 96036 96036 28189 28189 ANNUITY PAYMENTS 2470834 2470834 CHANCELLOR'S BUSINESS E 166456 166456 STATE REGISTRATION EXPE 2646 2646 45946940 45374124 572816 0 1910681 4858212 8764953 10797077 1700899 1104900 670275 84862 600797 585413 59593894 64747702 5834037 6786180 78405261 88879484 2697751 5587074 8764953 10797077 29166805 29149045 40629509 45533196 X 12357631 16904757 25418121 26441531 37775752 43346288 78405261 88879484 X 1745156 3807618 17762 X X 0 1 X 1 0 X 20010155 35467858 33822370 33544442 42756427 165601252 20010155 35467858 33822370 33544442 42756427 165601252 6987631 158613621 772508 776891 1001899 831098 693109 4075505 166868 376398 171051 176323 192521 1083161 170759918 0.92890 0.89680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 60118 963960 1 1 11231141 169803 1746458 511963 12635439 10374071 21689 1332315 496934 11231141 9218555 20000 1659140 523624 10374071 9956216 10000 -241026 506635 9218555 9782286 10000 1687161 586119 10893328 0.70076 0.29924 0 0 86508 86508 394097 20937 373160 60891 3203 57688 128779 60722 68057 585413 INTEREST AND DIVIDENDS RECEIVABLE 22 LAND AND MINERALS 6786158 6786180 GIFT ANNUITIES 27677127 GIFT COMMITMENT IN EXCESS 1471918 29149045 51517476 3807618 17762 3825380 47692096 0 47692096 45946940 0 45946940 0 45946940 PART V, LINE 4: TO SUPPORT ACADEMIC ENDEAVORS AT THE VARIOUS INSTITUTIONS OF THE UT SYSTEM. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ACTUARIAL LIABILITY 1,489,680. CHANGE IN GIFT COMMITMENTS -1,471,918. EUROPE (INCLUDING ICELAND & GREENLAND) FUNDRAISING 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 PART III ACCOUNTING METHOD: 1 UNIVERSITY OF TEXAS ARLINGTON 701 SOUTH NEDDERMAN DRIVE ARLINGTON TX 76019 756000121 UT SYSTEM 250866 0 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS DALLAS 800 WEST CAMPBELL ROAD RICHARDSON TX 75080 751305566 UT SYSTEM 1146199 15802 RETAIL COST FOOD DONATIONS TO THE UTD COMET CUPBOARD EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS EL PASO 500 W UNIVERSITY AVENUE EL PASO TX 79902 746000813 UT SYSTEM 252924 0 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOUSTON TX 77030 741761309 UT SYSTEM 2290307 0 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 UT SYSTEM 1733867 0 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 741717115 UT SYSTEM 1263790 0 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 149733 0 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UT PERMIAN BASIN 4901 E UNIVERSITY ODESSA TX 79762 751393493 UT SYSTEM 414779 0 EDUCATIONAL/RESEARCH UT TYLER 3900 UNIVERSITY BLVD TYLER TX 75799 751396988 UT SYSTEM 6779 0 EDUCATIONAL/RESEARCH UTMB GALVESTON 301 UNIVERSITY BLVD GALVESTON TX 77555 746000949 UT SYSTEM 78409 0 EDUCATIONAL/RESEARCH UTMD ANDERSON 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 UT SYSTEM 17745537 0 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 UT SYSTEM 83644 0 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS AUSTIN 2400 INNER CAMPUS DR AUSTIN TX 78712 746000203 UT SYSTEM 16803952 433311 APPRAISAL, RETAIL COST 48 ILLUSTRATED LETTERS BY ARTIST H.C. WESTERMANN, COMPUTER EQUIP, MACHINERY EDUCATIONAL/RESEARCH 13 FUNDS PROVIDED FOR STUDENT AND STAFF EMERGENCIES 134 52648 PART I, LINE 2: ALL GRANTS ARE MONITORED DIRECTLY BY THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS. X X X X 0 0 0 0 0 0 0 0 0 SHERI DESPAIN EXECUTIVE DIRECTOR AND CFO 154500 0 0 0 0 0 6240 0 16716 0 177456 0 0 0 X 1 345000 INDEPENDENT APPRAISAL X 1 1643098 INDEPENDENT VALUATION X 1 15802 RETAIL COST X EQUIPMENT 2 71345 RETAIL COST X SOFTWARE LICENSE 1 11520 RETAIL COST X COMPUTER EQUIPMENT 1 5446 RETAIL COST 0 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B) FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CFO AND EXECUTIVE DIRECTOR, THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES A CONFLICT OF INTEREST POLICY TO BE SIGNED ANNUALLY. NO CONFLICTS WERE NOTED. FORM 990, PART VI, SECTION B, LINE 15 COMPARABLE DATA IS GATHERED AS PART OF THE BUDGETING PROCESS, COMPENSATION IS REVIEWED BY THE TREASURER AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE ENTIRE BUDGET IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.ORG, THE ORGANIZATION'S WEBSITE AND BY REQUEST TO GRANTING ORGANIZATIONS. FORM 990, PART XI, LINE 9: CHANGE IN GIFT COMMITMENTS -1,471,918. CHANGE IN ACTUARIAL LIABILITY 1,489,680. FORM 990, PART XII, LINE 2C THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. UT FOUNDATION LLC 302 N LAST CHANCE GULCH STE 409 HELENA MT 59601 TO SUPPORT THE UNIVERSITY OF TEXAS MT 0 0 UNIVERSITY OF TEXAS FOUNDATION INC UNIVERSITY OF TEXAS FOUNDATION NO I INC 9011 MOUNTAIN RIDGE DR STE 150 AUSTIN TX 78759 237109244 TO SUPPORT THE UNVERSITY OF TEXAS TX 501(C)(3) 5 N/A 0 UNIVERSITY OF TEXAS FOUNDATION NO 2 INC 9011 MOUNTAIN RIDGE DR STE 150 AUSTIN TX 78759 746173027 TO SUPPORT THE UNVERSITY OF TEXAS TX 501(C)(3) 5 N/A 0 UT FOUNDATION UK LIMITED 20 OLD BAILEY LONDON UK EC4M 7AN 981644268 TO SUPPORT THE UNVERSITY OF TEXAS UK EXEMPT ORGANIZATION N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1