UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED (EIN 06-6070722)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-02-15
IRS object ID: 202240469349302054
Schema version: 2020v4.1
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 K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-02-15T12:05:09-06:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PricewaterhouseCoopers LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 SEAPORT BLVD SUITE 500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02210	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	066070722	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The University of Connecticut Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% GERALD GANZ JR	InCareOfNm
Business Name Control	UNIV	BusinessNameControlTxt
Phone	8604865000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2390 ALUMNI DRIVE UNIT 3206	AddressLine1Txt
City	STORRS	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	062693206	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID CARNEY	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	8604865000	PhoneNum
Signature	2022-02-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DAVID	PersonFirstNm
Person Last	CARNEY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Gwen Spencer	PreparerPersonNm
PTIN	P00641463	PTIN
Phone	6175305000	PhoneNum
Preparation	2022-02-11	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JACOB LEMON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2390 ALUMNI DRIVE UNIT 3206	AddressLine1Txt
City	STORRS	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	062693206	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$151,990,152	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.foundation.uconn.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1964	FormationYr
Legal Domicile State	CT	LegalDomicileStateCd
Activity Or Mission	See Schedule O	ActivityOrMissionDesc
Voting Members Governing Body	34	VotingMembersGoverningBodyCnt
Voting Members Independent	33	VotingMembersIndependentCnt
Total Employee	187	TotalEmployeeCnt
Total Volunteers	40	TotalVolunteersCnt
Total Gross UBI	$26,955	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$39,475,294	PYContributionsGrantsAmt
CY Contributions Grants	$59,430,619	CYContributionsGrantsAmt
PY Program Service Revenue	$12,443,104	PYProgramServiceRevenueAmt
CY Program Service Revenue	$12,416,718	CYProgramServiceRevenueAmt
PY Investment Income	$36,605,272	PYInvestmentIncomeAmt
CY Investment Income	$80,104,334	CYInvestmentIncomeAmt
PY Other Revenue	-$49,607	PYOtherRevenueAmt
CY Other Revenue	$20,183	CYOtherRevenueAmt
PY Total Revenue	$88,474,063	PYTotalRevenueAmt
CY Total Revenue	$151,971,854	CYTotalRevenueAmt
PY Grants And Similar Paid	$25,842,677	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$33,630,354	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$17,283,153	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$17,366,722	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$350,418	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$1,027,119	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$16,143,191	CYTotalFundraisingExpenseAmt
PY Other Expenses	$9,631,999	PYOtherExpensesAmt
CY Other Expenses	$15,614,390	CYOtherExpensesAmt
PY Total Expenses	$53,108,247	PYTotalExpensesAmt
CY Total Expenses	$67,638,585	CYTotalExpensesAmt
PY Revenues Less Expenses	$35,365,816	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$84,333,269	CYRevenuesLessExpensesAmt
Total Assets BOY	$617,597,919	TotalAssetsBOYAmt
Total Assets EOY	$769,852,497	TotalAssetsEOYAmt
Total Liabilities BOY	$41,099,084	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$39,103,037	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$576,498,835	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$730,749,460	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$9,731,939	ExpenseAmt
Grant	$9,731,939	GrantAmt
Desc	Scholarships, Awards, and Fellowships The University of Connecticut Foundation, Inc. receives gifts on behalf of donors, restricted to the support of financial aid for University of Connecticut students. To ensure compliance with all University, federal, and state financial aid requirements, the University selects the student recipients and makes the awards directly to students. After receiving appropriate documentation from the University, the Foundation provides grants to the University to fund financial aid expenditures. The expenditures are funded from investment income earned on endowment funds and gifts restricted for financial aid.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$2,984,187	ExpenseAmt
Grant	$2,984,187	GrantAmt
Desc	Program Services The University of Connecticut Foundation, Inc. receives gifts on behalf of donors, restricted to the support of programs at the University. Generally, the expenditure is made to the vendor directly by the University with the Foundation then providing a grant to the University to fund the expenditures after receiving appropriate documentation. Occasionally the Foundation will pay the vendor directly.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$9,266,310	ExpenseAmt
Grant	$9,266,310	GrantAmt
Desc	Endowed Chairs and Professorships The University of Connecticut Foundation, Inc. received gifts on behalf of donors restricted to support of University of Connecticut faculty compensation and research. To ensure compliance with all University and state personnel policies and for W-2 reporting purposes, the University pays all faculty directly for compensation related items. After receiving appropriate documents from the University, the Foundation provides grants to the University to fund faculty compensation expenditures. For non-compensation expenditures in support of faculty (e.g. research materials and equipment), generally the expenditure is made to the vendor directly by the University with the Foundation then providing a grant to the University to fund the expenditure after receiving appropriate documentation. Occasionally, the Foundation will pay the vendor directly.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$11,647,918	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$11,647,918	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$12,416,718	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$33,630,354	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	64	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	187	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	BD	ForeignCountryCd
Foreign Country	CJ	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	34	GoverningBodyVotingMembersCnt
Independent Voting Member	33	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	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	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	GERALD GANZ JR	PersonNm
Phone	8604865000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2390 ALUMNI DRIVE UNIT 3206	AddressLine1Txt
City	STORRS	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	062693206	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
GERALD GANZ
SVP Finance & CFO UNTIL 12/20	40.0	0.0	Yes (X)	$486,142	$0	$52,987
SCOTT ROBERTS
President and CEO	40.0	0.0	Yes (X)	$448,427	$0	$34,976	Yes (X)
JACOB LEMON
Sr. VP for Development	40.0	0.0	Yes (X)	$312,151	$0	$50,431
Brian Otis
VP of Principal Gifts	40.0	0.0		$275,853	$0	$51,217		Yes (X)
MO COTTON KELLY
VP ALUMNI RELATIONS & COMM.	40.0	0.0		$262,990	$0	$44,499		Yes (X)
SUZANNE O'CONOR
General Counsel	40.0	0.0		$259,169	$0	$25,226			Yes (X)
Peter Lamothe
AVP Development Health Science	40.0	0.0		$202,223	$0	$44,231			Yes (X)
FRANK GIFFORD
AVP for Develop.,Cons. Program	40.0	0.0		$202,429	$0	$42,957			Yes (X)
MICHAEL OBLINGER
Sr Assoc Athletic Dir of Dev	40.0	0.0		$169,248	$0	$39,436			Yes (X)
JEFFERY ROBIN
AVP for Regional Development	40.0	0.0		$176,486	$0	$30,470			Yes (X)
Melissa Maynard
SVP Finance & CFO as of 1/1/21	40.0	0.0	Yes (X)	$160,355	$0	$36,715
JOHN FODOR
DIRECTOR AS OF 10/20	1.0	0.0		$0	$0	$0	Yes (X)
George R Aylward Jr
Director	1.0	0.0		$0	$0	$0	Yes (X)
Mark A Beaudoin
Director	1.0	0.0		$0	$0	$0	Yes (X)
Alan R Bennett
Director	1.0	0.0		$0	$0	$0	Yes (X)
Melinda T Brown
CHAIR AS OF 10/20	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Noha H Carrington
Director	1.0	0.0		$0	$0	$0	Yes (X)
William B Clemens III
Director	1.0	0.0		$0	$0	$0	Yes (X)
Sue A Collins
Director UNTIL 9/20	1.0	0.0		$0	$0	$0	Yes (X)
Leah A Darak
Director	1.0	0.0		$0	$0	$0	Yes (X)
Angelo DeFazio
Director	1.0	0.0		$0	$0	$0	Yes (X)
Andrea B Dennis-LaVigne
Director UNTIL 9/20	1.0	0.0		$0	$0	$0	Yes (X)
Craig A Douglas
Director	1.0	0.0		$0	$0	$0	Yes (X)
Amy J Errett
Director	1.0	0.0		$0	$0	$0	Yes (X)
Drew Figdor
DIRECTOR UNTIL 9/20	1.0	0.0		$0	$0	$0	Yes (X)
David H Ford
Director	1.0	0.0		$0	$0	$0	Yes (X)
Albert J Foreman
Director UNTIL 9/20	1.0	0.0		$0	$0	$0	Yes (X)
Jonathan L Greenblatt
Director	1.0	0.0		$0	$0	$0	Yes (X)
Steven M Greenspan
Director	1.0	0.0		$0	$0	$0	Yes (X)
Debra A Hess
Director	1.0	0.0		$0	$0	$0	Yes (X)
Michael G Koppel
Treasurer	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
John P Malfettone
Chairman UNTIL 9/20	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Kimberly T Manning
Director	1.0	0.0		$0	$0	$0	Yes (X)
Benjamin W Michelson
Director	1.0	0.0		$0	$0	$0	Yes (X)
Joseph E Parsons
Director	1.0	0.0		$0	$0	$0	Yes (X)
William J Quinlan III
Director	1.0	0.0		$0	$0	$0	Yes (X)
Lori Riiska
Director	1.0	0.0		$0	$0	$0	Yes (X)
Anthony Rizza
Director	1.0	0.0		$0	$0	$0	Yes (X)
Michael K Rosen
Director	1.0	0.0		$0	$0	$0	Yes (X)
Adam L Schwartz
Secretary	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Robert I Sherman
Director UNTIL 9/20	1.0	0.0		$0	$0	$0	Yes (X)
Nadine F West
Director	1.0	0.0		$0	$0	$0	Yes (X)
James F Whalen Jr
Director	1.0	0.0		$0	$0	$0	Yes (X)
Harriet Munrett Wolfe
Director	1.0	0.0		$0	$0	$0	Yes (X)
Craig Ashmore
DIRECTOR AS OF 10/20	1.0	0.0		$0	$0	$0	Yes (X)
WALTER R ALLEN
DIRECTOR UNTIL 9/20	1.0	0.0		$0	$0	$0	Yes (X)
Anthony Bland
DIRECTOR AS OF 10/20	1.0	0.0		$0	$0	$0	Yes (X)
Susan Gambardella
Director AS OF 10/20	1.0	0.0		$0	$0	$0	Yes (X)
Carolina Giraldo
Director AS OF 10/20	1.0	0.0		$0	$0	$0	Yes (X)
Barbara Poremba
Director AS OF 10/20	1.0	0.0		$0	$0	$0	Yes (X)
Lindsey Schine
Director AS OF 10/20	1.0	0.0		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,955,473	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$453,145	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	39	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (true)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Ruffalo Cody HldgsRuffalo Noel Lev
1025 Kirkwood Parkway SW	CEDAR RAPIDS	IA	52404	Phone Solicitations	$719,946
Stepstone Group LP
4275 Executive Square Ste 5000	LAJOLLA	CA	92037	Invest. Consulting	$356,250
PricewaterhouseCoopers LLP
PO Box 7247-8001	PHILADELPHIA	PA	19170	Auditing Services	$219,097
ROBINSON COLE
280 TRUMBULL STREET	HARTFORD	CT	06103	LEGAL SERVICES	$104,927
ON LOCATION EVENTS
7920 BATTLE ROAD SUITE 1010	DALLAS	TX	75254	TRAVEL SERVICES	$101,125

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	6	CntrctRcvdGreaterThan100KCnt
Fundraising	$97,384	FundraisingAmt
Government Grants	$2,856,635	GovernmentGrantsAmt
All Other Contributions	$56,476,600	AllOtherContributionsAmt
Noncash Contributions	$5,130,897	NoncashContributionsAmt
Total Contributions	$59,430,619	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
UNIVERSITY FEE FOR SERVICES	900099	$12,150,201	$12,150,201
UNIV ENDOW ADMIN FEE	900099	$266,517	$266,517

Field	Value	IRS element (for citing)
Total Program Service Revenue	$12,416,718	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,740,594	TotalRevenueColumnAmt
Unrelated Business Revenue	$26,955	UnrelatedBusinessRevenueAmt
Exclusion	$9,713,639	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$70,363,740	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$70,363,740	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$70,363,740	TotalRevenueColumnAmt
Exclusion	$70,363,740	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$38,481	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$97,384	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$18,298	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,183	TotalRevenueColumnAmt
Exclusion	$20,183	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$151,971,854	TotalRevenueColumnAmt
Related Or Exempt Func Income	$12,416,718	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$26,955	UnrelatedBusinessRevenueAmt
Exclusion	$80,097,562	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$33,630,354	TotalAmt
Program Services	$33,630,354	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,426,286	TotalAmt
Management And General	$413,886	ManagementAndGeneralAmt
Fundraising	$1,012,400	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$11,783,921	TotalAmt
Management And General	$3,211,240	ManagementAndGeneralAmt
Fundraising	$8,572,681	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,039,869	TotalAmt
Management And General	$291,959	ManagementAndGeneralAmt
Fundraising	$747,910	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,162,415	TotalAmt
Management And General	$606,805	ManagementAndGeneralAmt
Fundraising	$1,555,610	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$954,231	TotalAmt
Management And General	$267,915	ManagementAndGeneralAmt
Fundraising	$686,316	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$57,729	TotalAmt
Management And General	$57,729	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$244,472	TotalAmt
Management And General	$244,472	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$30,000	TotalAmt
Fundraising	$30,000	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$1,027,119	TotalAmt
Fundraising	$1,027,119	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$10,903,126	TotalAmt
Management And General	$10,903,126	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$377,728	TotalAmt
Management And General	$318,354	ManagementAndGeneralAmt
Fundraising	$59,374	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$16,682	TotalAmt
Management And General	$49	ManagementAndGeneralAmt
Fundraising	$16,633	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$849,532	TotalAmt
Management And General	$147,475	ManagementAndGeneralAmt
Fundraising	$702,057	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,339,202	TotalAmt
Management And General	$651,403	ManagementAndGeneralAmt
Fundraising	$687,799	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$204,932	TotalAmt
Management And General	$67,675	ManagementAndGeneralAmt
Fundraising	$137,257	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$17,530	TotalAmt
Management And General	$1,667	ManagementAndGeneralAmt
Fundraising	$15,863	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$54,934	TotalAmt
Management And General	$9,216	ManagementAndGeneralAmt
Fundraising	$45,718	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$258,866	TotalAmt
Management And General	$223,905	ManagementAndGeneralAmt
Fundraising	$34,961	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$410,761	TotalAmt
Management And General	$175,595	ManagementAndGeneralAmt
Fundraising	$235,166	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$158,384	TotalAmt
Management And General	$157,057	ManagementAndGeneralAmt
Fundraising	$1,327	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
SPECIAL EVENTS	$306,431	$41,543	$264,888
DUES,SUBSCRIPTIONS, & MEMBERSH	$102,844	$31,920	$70,924
DONOR CULTIVATION	$156,371	$2,759	$153,612
FOOD	$14,864	$4,276	$10,588

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$110,002	TotalAmt
Management And General	$35,014	ManagementAndGeneralAmt
Fundraising	$74,988	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$67,638,585	TotalAmt
Program Services	$33,630,354	ProgramServicesAmt
Management And General	$17,865,040	ManagementAndGeneralAmt
Fundraising	$16,143,191	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$28,726,132	BOYAmt
EOY	$10,128,943	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$6,396,165	BOYAmt
EOY	$19,488	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$21,707,610	BOYAmt
EOY	$35,130,393	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,120,520	BOYAmt
EOY	$243,307	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$8,400	BOYAmt
EOY	$7,840	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$328,811	BOYAmt
EOY	$282,721	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$9,090,987	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$5,195,711	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$4,237,272	BOYAmt
EOY	$3,895,276	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$219,578,461	BOYAmt
EOY	$299,361,355	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$202,213,677	BOYAmt
EOY	$222,377,213	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$132,280,871	BOYAmt
EOY	$198,405,961	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$617,597,919	BOYAmt
EOY	$769,852,497	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$10,576,816	BOYAmt
EOY	$10,099,139	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$7,500,000	BOYAmt
EOY	$5,000,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$17,225,395	BOYAmt
EOY	$21,729,374	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$5,796,873	BOYAmt
EOY	$2,274,524	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$41,099,084	BOYAmt
EOY	$39,103,037	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	$12,470,263	BOYAmt
EOY	$22,496,405	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$564,028,572	BOYAmt
EOY	$708,253,055	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$576,498,835	BOYAmt
EOY	$730,749,460	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$617,597,919	BOYAmt
EOY	$769,852,497	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$84,333,269	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$70,581,026	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$663,670	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$38,506,381	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$43,775,533	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$43,206,338	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$39,475,294	CurrentTaxYearMinus1YearAmt
Current Tax Year	$59,430,619	CurrentTaxYearAmt
Total	$224,394,165	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$38,506,381	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$43,775,533	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$43,206,338	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$39,475,294	CurrentTaxYearMinus1YearAmt
Current Tax Year	$59,430,619	CurrentTaxYearAmt
Total	$224,394,165	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$8,920,738	SubstantialContributorsTotAmt
Public Support Total170	$215,473,427	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,382,769	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,912,511	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,600,562	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,157,949	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,740,594	CurrentTaxYearAmt
Total	$49,794,385	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$20,305	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$967,968	CurrentTaxYearMinus2YearsAmt
Total	$988,273	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$114,612	CurrentTaxYearMinus1YearAmt
Current Tax Year	$38,481	CurrentTaxYearAmt
Total	$153,093	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$275,329,916	TotalSupportAmt
Public Support CY170	0.78260	PublicSupportCY170Pct
Public Support PY170	0.80593	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

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$30,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Total Direct Lobbying		TotalDirectLobbyingGrp

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$30,000	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$67,638,585	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$67,668,585	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$610	CurrentYearMinus3Amt
Current Year Minus2	$23,959	CurrentYearMinus2Amt
Current Year Minus1	$591	CurrentYearMinus1Amt
Current Year	$30,000	CurrentYearAmt
Total	$55,160	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$610	CurrentYearMinus3Amt
Current Year Minus2	$23,959	CurrentYearMinus2Amt
Current Year Minus1	$591	CurrentYearMinus1Amt
Current Year	$30,000	CurrentYearAmt
Total	$55,160	TotalAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$471,805,452	BeginningYearBalanceAmt
Contributions	$27,389,147	ContributionsAmt
Investment Earnings Or Losses	$132,634,572	InvestmentEarningsOrLossesAmt
Other Expenditures	$13,442,230	OtherExpendituresAmt
Administrative Expenses	$8,024,713	AdministrativeExpensesAmt
End Year Balance	$610,362,228	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$458,742,653	BeginningYearBalanceAmt
Contributions	$13,928,680	ContributionsAmt
Investment Earnings Or Losses	$22,234,092	InvestmentEarningsOrLossesAmt
Other Expenditures	$14,879,947	OtherExpendituresAmt
Administrative Expenses	$8,220,026	AdministrativeExpensesAmt
End Year Balance	$471,805,452	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$446,492,267	BeginningYearBalanceAmt
Contributions	$18,315,088	ContributionsAmt
Investment Earnings Or Losses	$17,201,432	InvestmentEarningsOrLossesAmt
Other Expenditures	$15,398,102	OtherExpendituresAmt
Administrative Expenses	$7,868,032	AdministrativeExpensesAmt
End Year Balance	$458,742,653	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$401,505,076	BeginningYearBalanceAmt
Contributions	$36,134,103	ContributionsAmt
Investment Earnings Or Losses	$32,249,710	InvestmentEarningsOrLossesAmt
Other Expenditures	$15,587,590	OtherExpendituresAmt
Administrative Expenses	$7,809,032	AdministrativeExpensesAmt
End Year Balance	$446,492,267	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$362,419,000	BeginningYearBalanceAmt
Contributions	$16,697,000	ContributionsAmt
Investment Earnings Or Losses	$42,316,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$13,024,000	OtherExpendituresAmt
Administrative Expenses	$6,903,000	AdministrativeExpensesAmt
End Year Balance	$401,505,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00380	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.96940	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.02680	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$201,361	OtherCostOrOtherBasisAmt
Book Value	$201,361	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,372,170	OtherCostOrOtherBasisAmt
Depreciation	$3,297,047	DepreciationAmt
Book Value	$3,075,123	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$924,047	OtherCostOrOtherBasisAmt
Depreciation	$520,317	DepreciationAmt
Book Value	$403,730	BookValueAmt

Field	Value	IRS element (for citing)
Equipment		EquipmentGrp

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,593,409	OtherCostOrOtherBasisAmt
Depreciation	$1,378,347	DepreciationAmt
Book Value	$215,062	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,895,276	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	SECURITIES NOT PUBLICLY TRADED	Desc
Book Value	$222,377,213	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$222,377,213	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDesc	Book ValueBookValueAmt
CAPITAL LEASES	$27,986
FUNDS HELD IN TRUST BY OTHERS	$13,043,676
DEFERRED BOND & NOTE ISSUANCE	$70,572
ENDOWMENT HELD FOR UNIVERSITY	$19,565,538
CSV OF LIFE INSURANCE POLICIES	$585,283
LIMITED PARTNERSHIP INVESTMENT	$165,112,906

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$198,405,961	TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt	$210,567,612	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$70,581,026	NetUnrealizedGainsInvstAmt
Other Revenue	-$12,003,566	OtherRevenueAmt
Revenue Not Reported	$58,577,460	RevenueNotReportedAmt
Revenue Subtotal	$151,990,152	RevenueSubtotalAmt
Other Revenues Not Included	-$18,298	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$18,298	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$151,971,854	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$56,316,987	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$18,298	OtherExpensesIncludedAmt
Expenses Not Reported	$18,298	ExpensesNotReportedAmt
Expenses Subtotal	$56,298,689	ExpensesSubtotalAmt
Other Expenses Not Included	$11,339,896	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$11,339,896	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$67,638,585	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part IV, Line 2b - Explanation of Escrow Account Liability	The Foundation is named as the trustee and remainder beneficiary of several charitable remainder trusts. In addition, the Foundation has entered into contracts with the donors for charitable gift annuities for which the Foundation has accepted contributions. The present value of the liability for the future payments is reflected on the Foundation's balance sheet. The Foundation has a contractual arrangement to act as the University's agent in managing the University's endowment assets, ensuring consistent management of endowment assets that support the University regardless of entity ownership.
Part V, Line 4 - Intended Uses of Endowment Fund	The Foundation's endowment funds provide grants to the University of Connecticut. The grants may be used to provide scholarships to University of Connecticut students, compensation and research support for University of Connecticut academic and athletic programs. The use of all endowment funds is subject to any restriction placed on funds by donors. All disbursements are subject to the Foundation's policy on disbursements, including the amount of the expenditure must be reasonable, for a legitimate business purpose, and with no private benefit.
PART XI, LINE 2D	Other Revenue Included in F/S But Not Included on Form 990 Bad Debt Expense - ($663,670) Investment Fees - ($11,339,896) TOTAL - ($12,003,566) Part XI, Line 4b Other Revenue Included on Form 990 But Not Included in F/S Fundraising Events Moved to Revenue - ($18,298) Part XII, Line 2D Other Expense Included in F/S But Not Included on Form 990 Fundraising Events Moved to Revenue - $18,298 Part XII, Line 4b Other Expense Included on Form 990 But Not Included in F/S Investment Fees - $11,339,896

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Investments	$176,259,328
Europe (Including Iceland and Greenland)	Investments	$26,291,064
Central America and the Caribbean	Fundraising	$2,000
East Asia and the Pacific	Fundraising	$217,482
Europe (Including Iceland and Greenland)	Fundraising	$2,824
Middle East and North Africa	Fundraising	$110
North America	Fundraising	$63,727
South America	Fundraising	$984
South Asia	Fundraising	$43
Sub-Saharan Africa	Fundraising	$25

Field	Value	IRS element (for citing)
Subtotal Spent	$202,837,587	SubtotalSpentAmt
Total Spent	$202,837,587	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 3f - Method of Accounting	FormAndLineReferenceDesc
Explanation	Foreign expenditures are separately identified on the organization's books and records.	ExplanationTxt

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
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	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	Address Line2USAddress/AddressLine2Txt
Ruffalo Noel Levitz
1025 Kirkwood Parkway SW	Cedar Rapids	IA	52404	Phone Solicit.	false	$1,059,857	$628,344	$431,513
CMNTY COUNSEL SERV CO
527 MADISON AVE	NEW YORK	NY	10022	CAMPAIGN PLANNING	false		$130,108	-$130,108
BENTZ WHALEY FLESSNER
7900 XERXES AVENUE SOUTH	MINNEAPOLIS	MN	55431	CAMPAIGN PLANNING	false		$268,667	-$268,667	SUITE 980

Field	Value	IRS element (for citing)
Total Gross Receipts	$1,059,857	TotalGrossReceiptsAmt
Total Retained By Contractors	$1,027,119	TotalRetainedByContractorsAmt
Total Net To Organization	$32,738	TotalNetToOrganizationAmt
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	DC	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

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Joe Giannelli G	Event1Nm
Gross Receipts Event1	$27,000	GrossReceiptsEvent1Amt
Charitable Contri Event1	$20,232	CharitableContriEvent1Amt
Gross Revenue Event1	$6,768	GrossRevenueEvent1Amt
Event2	Men soccer Golf	Event2Nm
Gross Receipts Event2	$108,865	GrossReceiptsEvent2Amt
Charitable Contri Event2	$77,152	CharitableContriEvent2Amt
Gross Revenue Event2	$31,713	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$18,298	RentFacilityCostsEvent2Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$135,865	GrossReceiptsTotalAmt
Charitable Contributions Tot	$97,384	CharitableContributionsTotAmt
Gross Revenue Total Events	$38,481	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$18,298	RentFcltyCostsTotalEventsAmt
Direct Expense Summary Events	$18,298	DirectExpenseSummaryEventsAmt
Net Income Summary	$20,183	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule G - Additional Information	FormAndLineReferenceDesc
Explanation	As required, the Foundation is reporting all events that had income or expenses during the fiscal year. It is possible that some events may have taken place in the prior fiscal year, or will be held in future year. As a result, revenue or expense amounts reported for the event may not be final, or portions may have been reported in the prior year.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	University of Connecticut	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	352 Mansfield Road Unite 2048	AddressLine1Txt
Address Line2	Unit 2048	AddressLine2Txt
City	Storrs	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06269	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	060772160	RecipientEIN
IRC Section	state of CT	IRCSectionDesc
Cash Grant	$33,630,354	CashGrantAmt
Purpose Of Grant	University Support	PurposeOfGrantTxt

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 - Procedures for Monitoring Use of Grant Funds in U.S,	FormAndLineReferenceDesc
Explanation	Fund Administration staff receives appropriate documentation prior to making disbursements to ensure compliance with grant restrictions, and to ensure such disbursements are reasonable.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (true)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (true)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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
JACOB LEMON
Sr. VP for Development	$272,151	$0	$40,000	$0	$0	$0	$22,800	$0	$27,631	$0	$362,582	$0	$0	$0
SCOTT ROBERTS
President and CEO	$398,427	$0	$50,000	$0	$0	$0	$22,800	$0	$12,176	$0	$483,403	$0	$0	$0
JEFFERY ROBIN
AVP for Regional Development	$162,688	$0	$0	$0	$13,798	$0	$12,167	$0	$18,303	$0	$206,956	$0	$0	$0
MICHAEL OBLINGER
Sr Assoc Athletic Dir of Dev	$162,848	$0	$6,400	$0	$0	$0	$13,304	$0	$26,132	$0	$208,684	$0	$0	$0
FRANK GIFFORD
AVP for Develop.,Cons. Program	$195,530	$0	$0	$0	$6,899	$0	$15,817	$0	$27,140	$0	$245,386	$0	$0	$0
SUZANNE O'CONOR
General Counsel	$229,169	$0	$30,000	$0	$0	$0	$20,928	$0	$4,298	$0	$284,395	$0	$0	$0
Brian Otis
VP of Principal Gifts	$210,853	$0	$65,000	$0	$0	$0	$22,800	$0	$28,417	$0	$327,070	$0	$0	$0
MO COTTON KELLY
VP ALUMNI RELATIONS & COMM.	$262,990	$0	$0	$0	$0	$0	$18,409	$0	$26,090	$0	$307,489	$0	$0	$0
Melissa Maynard
SVP Finance & CFO as of 1/1/21	$146,557	$0	$0	$0	$13,798	$0	$10,896	$0	$25,819	$0	$197,070	$0	$0	$0
Peter Lamothe
AVP Development Health Science	$202,223	$0	$0	$0	$0	$0	$16,615	$0	$27,616	$0	$246,454	$0	$0	$0
GERALD GANZ
SVP Finance & CFO UNTIL 12/20	$363,604		$20,000		$102,538		$22,800		$30,187		$539,129		$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 4(A)	IN CONNECTION WITH HIS SEPARATION FROM THE FOUNDATION, GERALD GANZ (SVP FINANCE & CFO UNTIL 12/31/20), RECEIVED SEVERANCE OF $102,538 DURING CALENDAR YEAR 2020. THE AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). PART I, LINE 7 - NON-FIXED PAYMENTS THE FOUNDATION MAY GIVE PERFORMANCE BASED AWARDS BASED ON FORMAL REVIEW AND WITH APPROVAL OF FOUNDATION MANAGEMENT AND BOARD.
PART I, LINE 8	THE CURRENT PRESIDENT IS SERVING UNDER HIS INITIAL CONTRACT.
PART VII, LINE 5	THE VICE PRESIDENT, ALUMNI RELATIONS AND COMMUNICATIONS WAS COMPENSATED FOR SERVICES RENDERED TO THE FOUNDATION BY THE UNIVERSITY OF CONNECTICUT, WHICH IS AN UNRELATED ORGANIZATION.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	CHEFA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	060806186	BondIssuerEIN
CUSIP	000000000	CUSIPNum
Bond Issued	2013-04-24	BondIssuedDt
Issue Price	$20,000,000	IssuePriceAmt
Purpose	CONSTRUCTION PROJECT	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$15,000,000	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$20,000,000	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$270,526	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$19,729,474	WorkingCapitalExpendituresAmt
Capital Expenditures	$0	CapitalExpendituresAmt
Other Spent Proceeds	$0	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Refunding Tax Exempt Bonds	false	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	false	RefundingTaxableBondsInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	false	MgmtContractBondFincdPropInd
Any Research Agreements	false	AnyResearchAgreementsInd
Private Bus Use By Others	0.00000	PrivateBusUseByOthersPct
Private Bus Concerning UBI	0.00000	PrivateBusConcerningUBIPct
Total Private Business Use	0.00000	TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Remedial Action Taken	false	RemedialActionTakenInd
Procs Nonqualified Bond Remdtd	Yes (true)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	false	Form8038TFiledInd
Rebate Not Due Yet	Yes (true)	RebateNotDueYetInd
Variable Rate Issue	false	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	281	ContributionCnt
Noncash Contributions Rpt F990	$5,093,397	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market Value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$37,500	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market Value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M - Additional Information	FormAndLineReferenceDesc
Explanation	Part I Column (b) is based on the number of contributions	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part I, Line 1 and Part III, Line 1	ORGANIZATION MISSION OR SIGNIFICANT ACTIVITIES To operate exclusively for charitable and educational purposes, all for the public welfare, and to this end to promote, encourage and assist all forms of education, healthcare and research at the University of Connecticut, including without limitation, the University of Connecticut Health Center; to solicit donations of, accept and receive properties, moneys or securities by virtue of gift, grant, bequest, devise or otherwise, and to hold, control, administer, invest, reinvest, accumulate, and generally care for any and all funds and property, real and personal, which from time to time may be given, granted, bequeathed, devised or otherwise conveyed or made available to the Corporation either unconditionally, upon condition or in trust for specified purposes within the limitations of this certificate of incorporation; and to disburse such funds and property, or the income therefrom, in aiding, supplementing, improving and enlarging the educational, cultural, recreational, healthcare and research facilities and activities of the University of Connecticut, including without limitation, the University of Connecticut Health Center.
Form 990, Part III, Line 4d	OTHER PROGRAM SERVICES DESCRIPTION Equipment, Furniture, and Building Improvements The University of Connecticut Foundation, Inc. receives gifts on behalf of donors restricted to the support of equipment and furniture purchases and building improvements. Generally, the expenditure is made to the vendor directly by the University, with the Foundation then providing a grant to the University to fund the expenditure after receiving appropriate documentation. Occasionally the Foundation will pay the vendor directly.
Form 990, Part VI, Line 1a	EXPLANATION OF DELEGATED BROAD AUTHORITY TO COMMITTEE The Foundation Board has given the Executive Committee that consists of the Chair, the Chair of the Nominating and Board Governance Committee, the President of the Corporation, the President of the University, and three or more at-large Board members, full power and authority as the Board. The Executive Committee may meet and exercise all such powers and authority in the interim between the meetings of the Board. The Executive committee may not fill Board vacancies, amend certificate of incorporation, adopt, amend, or repeal bylaws, approve a plan of merger, approve a sale, lease, exchange, or other disposition of all, or substantially all, of the property of a corporation, or approve a proposal to dissolve the Corporation.
Form 990, Part VI, Line 11b	FORM 990 REVIEW PROCESS The Form is prepared by the Foundation and reviewed by management and the Foundation's Audit Committee. The Form is provided to the entire Board before it is filed.
Form 990, Part VI, Line 12c	EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS Annually, the Foundation's Board members, officers, and employees are sent a copy of the Foundation's Conflict of Interest questionnaire that they are required to complete and return to the Foundation. The responses are then reviewed by the Foundation's in-house legal counsel, with any potential conflicts reviewed with the Nominating and Governance Committee of the Board and the full Board as appropriate.
Form 990, Part VI, Line 15a Process	COMPENSATION REVIEW & APPROVAL PROCESS - CEO & TOP MANAGEMENT The Foundation's salary structure is market-driven and undergoes a rigorous, periodic review under which compensation levels are compared to organizations of similar size and mission. The salaries and benefits of the UCONN Foundation's officers and key employees are subject to approval in advance of payment by a majority of disinterested directors on the Executive Committee of the Board of Directors. The officers and key employees are not in a position of control with respect to the Committee. The Committee relies on appropriate comparability data in determining the reasonableness of the compensation packages. Minutes adequately documenting the basis for the Executive Committee's decisions are maintained. The approval of compensation packages occurs in May or June for compensation to be paid in the subsequent fiscal year, or as necessary.
Form 990, Part VI, Line 15b Process	COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS AND KEY EMPLOYEES See 15a
Form 990, Part VI, Line 19	OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE The Foundation's financial statements and conflict of interest policy are posted on the Foundation's website. The Foundation's Articles of Incorporation, IRS Determination Letter, and Bylaws are available upon request.
Form 990, Part XI, Line 9	OTHER CHANGES IN NET ASSETS OR FUND BALANCES Bad Debt Expense (pledge write-offs) : ($663,670)

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
Charitable Remainder Trust (4)
Development	CT	NA	false
HORSEBARN HILL INVESTMENT FUND LTD
INVESTMENT		UCONN FDN	Yes (true)	PO Box 309 Ugland House	GRAND CAYMAN	CJ	KY1-1104	CJ	C CORP	$9,956,215	$95,360,968	1.00000

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	HORSEBARN HILL INVESTMENT FUND LTD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	B	TransactionTypeTxt
Involved	$85,404,754	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule R - Related Organizations	FormAndLineReferenceDesc
Explanation	While the mission of the Foundation is to support the University, under IRS instructions, the University does not meet the definition of a "related organization". The Foundation has nine ex-officio board members, six of whom serve by virtue of their position as a University employee. None of the six University employees are counted in determining quorum and none are entitled to vote on matters before the Board. No compensation is paid by the Foundation for their service as directors.	ExplanationTxt