UNIVERSITY OF ARIZONA FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF ARIZONA FOUNDATION (EIN 86-6050388)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-03-04
- IRS object ID
- 202100639349301720
- Schema version
- 2019v5.2
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-04T18:25:21-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E WASHINGTON STREET STE 910 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 866050388 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ARIZONA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5206213340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 NORTH CHERRY AVENUE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85721 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J CRAIG BARKER | PersonNm |
| Person Title | SVP, FINANCIAL SVCS | PersonTitleTxt |
| Phone | 5206213340 | PhoneNum |
| Signature | 2021-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK SHIELDS | PreparerPersonNm |
| PTIN | P01508556 | PTIN |
| Phone | 6023223000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN-PAUL ROCZNIAK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 NORTH CHERRY AVENUE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $374,335,803 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE OTHE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 103 | TotalEmployeeCnt |
| Total Volunteers | 128 | TotalVolunteersCnt |
| Total Gross UBI | $1,704,788 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $155,704,497 | PYContributionsGrantsAmt |
| CY Contributions Grants | $100,548,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,952,549 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,475,988 | CYProgramServiceRevenueAmt |
| PY Investment Income | $40,781,625 | PYInvestmentIncomeAmt |
| CY Investment Income | $50,441,898 | CYInvestmentIncomeAmt |
| PY Other Revenue | $609,681 | PYOtherRevenueAmt |
| CY Other Revenue | $1,715,979 | CYOtherRevenueAmt |
| PY Total Revenue | $207,048,352 | PYTotalRevenueAmt |
| CY Total Revenue | $161,181,865 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $86,069,054 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $82,520,257 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,593,357 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,841,454 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,439,039 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,264,283 | PYOtherExpensesAmt |
| CY Other Expenses | $25,067,893 | CYOtherExpensesAmt |
| PY Total Expenses | $117,926,694 | PYTotalExpensesAmt |
| CY Total Expenses | $117,429,604 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $89,121,658 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $43,752,261 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,156,389,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,114,372,784 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $230,767,696 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $209,077,517 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $925,621,766 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $905,295,267 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $89,436,327 | ExpenseAmt |
| Grant | $82,520,257 | GrantAmt |
| Revenue | $8,475,988 | RevenueAmt |
| Desc | THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. INCORPORATED IN 1958, THE UNIVERSITY OF ARIZONA FOUNDATION PROVIDES ASSISTANCE TO THE UNIVERSITY OF ARIZONA IN TWO MAIN AREAS: FUND-RAISING AND ASSET MANAGEMENT. | Desc |
| Total Program Service Expenses | $89,436,327 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 474 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 103 | 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 |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITA WILLIAMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5206213027 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 NORTH CHERRY AVENUE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 82721 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN-PAUL ROCZNIAK | |||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $480,114 | $0 | $38,771 | ||
| J CRAIG BARKER | |||||||||
| SR VP, FINANCIAL SERVICES | 40.00 | 0.00 | Yes (X) | $321,845 | $0 | $37,286 | |||
| VICKI B FLEISCHER | |||||||||
| SR VP, DEVELOPMENT | 40.00 | 0.00 | $232,832 | $0 | $34,646 | Yes (X) | |||
| JENNY R FLYNN | |||||||||
| SR VP, DEVELOPMENT SERVICE | 40.00 | 0.00 | $218,950 | $0 | $42,457 | Yes (X) | |||
| ANDREA L MILLER | |||||||||
| SR VP, CONSTITUENT RELATIONS | 40.00 | 0.00 | $218,865 | $0 | $25,097 | Yes (X) | |||
| RITA M WILLIAMS | |||||||||
| VP, FINANCIAL SERVICES | 40.00 | 0.00 | $190,874 | $0 | $32,556 | Yes (X) | |||
| EMILY E WALSH | |||||||||
| VP, STRATEGIC INFORMATION SERVICES | 40.00 | 0.00 | $170,053 | $0 | $31,001 | Yes (X) | |||
| MOYER H TILGHMAN | |||||||||
| VP, DEVELOPMENT | 40.00 | 0.00 | $168,456 | $0 | $30,804 | Yes (X) | |||
| JAMES J KROGMEIER | |||||||||
| ASSOC VP, GIFT PLANNING | 40.00 | 0.00 | $158,943 | $0 | $38,264 | Yes (X) | |||
| BRAD TERRY | |||||||||
| VP & GENERAL COUNSEL | 40.00 | 0.00 | $154,841 | $0 | $34,335 | Yes (X) | |||
| MARIA VEGA | |||||||||
| ASST VP, CHIEF INFORMATION OFFICER | 40.00 | 0.00 | $144,129 | $0 | $10,483 | Yes (X) | |||
| LAURIE J CARLIN | |||||||||
| ASST VP, HR & TALENT MANAGEMENT | 40.00 | 0.00 | $125,035 | $0 | $29,931 | Yes (X) | |||
| CHRISTOPHER F FRAKER | |||||||||
| SR DIRECTOR, GIFT PLANNING | 40.00 | 0.00 | $120,114 | $0 | $10,649 | Yes (X) | |||
| JASON P NEMEC | |||||||||
| DIRECTOR, BUSINESS INTELLIGENCE | 40.00 | 0.00 | $118,638 | $0 | $22,721 | Yes (X) | |||
| DON A AIRPOLI | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA A BARTLETT | |||||||||
| SECRETARY | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BETSEY E BAYLESS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY C BERGE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CARMEN BERMUDEZ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN F CHAVEZ | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GINNY L CLEMENTS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L DAVIS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAN STEVIE ELLER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA A ENGELS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER A FASSEAS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN H FRANKE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL F HANNLEY | |||||||||
| TREASURER | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MAXINE G HENIG | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TED H HINDERAKER | |||||||||
| CHAIR | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID G HUTCHENS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAISY M JENKINS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER LENKIN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN W LYNN | |||||||||
| VICE CHAIR | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN J MARIETTI | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LEA P MARQUEZ PETERSON | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLIE TERHUNE NEELY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN F PAYNE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT C ROBBINS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA B ROBIN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEY RODOLFO | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD H SILVERMAN | |||||||||
| PAST CHAIR | 6.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID P SKINNER JR | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CORTEZ SMITH | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,823,689 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $419,001 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | 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 |
|---|---|---|---|---|---|
| ONE SIXTY OVER NINETY LLC | |||||
| 510 WALNUT ST 19TH FL | PHILADELPHIA | PA | 191063613 | MEDIA CONSULTING/SERVICES | $3,294,522 |
| MCKINSEY & COMPANY INC | |||||
| 1200 19TH ST NW | WASHINGTON | DC | 20036 | CONSULTING SERVICES | $1,240,000 |
| LA PASION DEL NOVIO LLC | |||||
| 2400 FULTON ST | SAN FRANCISCO | CA | 941184107 | MEDIA CONSULTING/SERVICES | $1,072,187 |
| BLACKBAUD INC | |||||
| PO BOX 930256 | ATLANTA | GA | 311930256 | SOFTWARE CONSULTANTS | $968,550 |
| JACOBSON CONSULTING APPLICATIONS INC | |||||
| 575 8TH AVE 12TH FL | NEW YORK | NY | 100183011 | APPLICATION CONSULTING | $694,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $100,548,000 | AllOtherContributionsAmt |
| Noncash Contributions | $11,595,380 | NoncashContributionsAmt |
| Total Contributions | $100,548,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER PROF SERVICES | 541900 | $6,200,000 | $6,200,000 |
| CONFERENCES & SEMINARS | 611710 | $2,275,988 | $2,275,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,475,988 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,225,294 | TotalRevenueColumnAmt |
| Exclusion | $30,225,294 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,191 | TotalRevenueColumnAmt |
| Exclusion | $11,191 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $233,370,542 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $213,153,938 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,216,604 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,216,604 | TotalRevenueColumnAmt |
| Exclusion | $20,216,604 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PASSTHROUGH | Desc |
| Business | 523900 | BusinessCd |
| Total Revenue Column | $1,704,788 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,704,788 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,704,788 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,181,865 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,475,988 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,704,788 | UnrelatedBusinessRevenueAmt |
| Exclusion | $50,453,089 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,520,257 | TotalAmt |
| Program Services | $82,520,257 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,559,042 | TotalAmt |
| Management And General | $815,002 | ManagementAndGeneralAmt |
| Fundraising | $1,744,040 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,534,728 | TotalAmt |
| Management And General | $2,657,958 | ManagementAndGeneralAmt |
| Fundraising | $2,876,770 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,864 | TotalAmt |
| Management And General | $138,398 | ManagementAndGeneralAmt |
| Fundraising | $160,466 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,121 | TotalAmt |
| Management And General | $376,592 | ManagementAndGeneralAmt |
| Fundraising | $536,529 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,699 | TotalAmt |
| Management And General | $252,038 | ManagementAndGeneralAmt |
| Fundraising | $283,661 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,326 | TotalAmt |
| Management And General | $99,326 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,208 | TotalAmt |
| Management And General | $266,208 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,034,957 | TotalAmt |
| Management And General | $11,034,957 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,727,849 | TotalAmt |
| Program Services | $3,924,198 | ProgramServicesAmt |
| Management And General | $1,165,287 | ManagementAndGeneralAmt |
| Fundraising | $638,364 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,828 | TotalAmt |
| Program Services | $130,275 | ProgramServicesAmt |
| Management And General | $533,392 | ManagementAndGeneralAmt |
| Fundraising | $171,161 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,185,060 | TotalAmt |
| Program Services | $452,376 | ProgramServicesAmt |
| Management And General | $1,622,361 | ManagementAndGeneralAmt |
| Fundraising | $110,323 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,699 | TotalAmt |
| Program Services | $712,476 | ProgramServicesAmt |
| Management And General | $11,050 | ManagementAndGeneralAmt |
| Fundraising | $306,173 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,155,948 | TotalAmt |
| Program Services | $1,636,388 | ProgramServicesAmt |
| Management And General | $3,737 | ManagementAndGeneralAmt |
| Fundraising | $1,515,823 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,124 | TotalAmt |
| Management And General | $196,124 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,061 | TotalAmt |
| Management And General | $114,061 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| FEES AND CHARGES | $249,791 | $154,062 | $95,729 | |
| REAL PROP HOLDING COSTS | $174,042 | $113,685 | $60,357 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,429,604 | TotalAmt |
| Program Services | $89,436,327 | ProgramServicesAmt |
| Management And General | $19,554,238 | ManagementAndGeneralAmt |
| Fundraising | $8,439,039 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,471,321 | BOYAmt |
| EOY | $100,920,023 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,734,942 | BOYAmt |
| EOY | $49,147,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,457,030 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,223,323 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,292,062 | BOYAmt |
| EOY | $2,233,707 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,172,558 | BOYAmt |
| EOY | $319,907,188 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,108,719 | BOYAmt |
| EOY | $639,362,507 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,609,860 | BOYAmt |
| EOY | $2,801,882 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,389,462 | BOYAmt |
| EOY | $1,114,372,784 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,060,798 | BOYAmt |
| EOY | $4,235,379 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,574,697 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,706,898 | BOYAmt |
| EOY | $203,267,441 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,767,696 | BOYAmt |
| EOY | $209,077,517 | 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 | $20,517,064 | BOYAmt |
| EOY | $18,039,765 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,104,702 | BOYAmt |
| EOY | $887,255,502 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $925,621,766 | BOYAmt |
| EOY | $905,295,267 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,389,462 | BOYAmt |
| EOY | $1,114,372,784 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $43,752,261 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$62,373,972 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,704,788 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,829,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,968,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,484,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155,704,497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,548,000 | CurrentTaxYearAmt |
| Total | $582,534,594 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,829,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,968,962 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,484,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155,704,497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,548,000 | CurrentTaxYearAmt |
| Total | $582,534,594 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $75,769,102 | SubstantialContributorsTotAmt |
| Public Support Total170 | $506,765,492 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,019,743 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,544,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,271,659 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,624,728 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,236,485 | CurrentTaxYearAmt |
| Total | $133,697,345 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $716,231,939 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $38,452,889 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68070 | 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 Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $117,429,604 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $117,429,604 | 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 |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
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 | $61,800 | CurrentYearMinus3Amt |
| Current Year Minus2 | $12,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $9,000 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $82,800 | 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 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $4,000,548 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $467,032 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $37,154,297 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| 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 | $928,016,739 | BeginningYearBalanceAmt |
| Contributions | $67,141,213 | ContributionsAmt |
| Investment Earnings Or Losses | -$52,009,727 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,629,732 | GrantsOrScholarshipsAmt |
| Other Expenditures | $69,683,655 | OtherExpendituresAmt |
| End Year Balance | $866,834,838 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $865,837,700 | BeginningYearBalanceAmt |
| Contributions | $61,970,742 | ContributionsAmt |
| Investment Earnings Or Losses | $26,219,339 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,899,815 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,111,227 | OtherExpendituresAmt |
| End Year Balance | $928,016,739 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $741,778,420 | BeginningYearBalanceAmt |
| Contributions | $92,253,837 | ContributionsAmt |
| Investment Earnings Or Losses | $55,591,347 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,781,096 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,004,808 | OtherExpendituresAmt |
| End Year Balance | $865,837,700 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $660,664,491 | BeginningYearBalanceAmt |
| Contributions | $48,338,379 | ContributionsAmt |
| Investment Earnings Or Losses | $55,323,466 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,135,624 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,412,292 | OtherExpendituresAmt |
| End Year Balance | $741,778,420 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $673,312,944 | BeginningYearBalanceAmt |
| Contributions | $32,655,979 | ContributionsAmt |
| Investment Earnings Or Losses | -$23,844,092 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,133,014 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,327,326 | OtherExpendituresAmt |
| End Year Balance | $660,664,491 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02220 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97780 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $465,898 | OtherCostOrOtherBasisAmt |
| Book Value | $465,898 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,273,328 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,092,945 | DepreciationAmt |
| Book Value | $1,180,383 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $717,804 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,378 | DepreciationAmt |
| Book Value | $587,426 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,233,707 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE CAPITAL LIMITED PARTNERSHIPS | $132,033,519 | F |
| MULTI-STRATEGY HEDGE FUNDS | $104,771,736 | F |
| EQUITY LONG-ONLY HEDGE FUNDS | $96,650,112 | F |
| NATURAL RESOURCES LP | $81,542,116 | F |
| US FIXED INCOME FUNDS | $55,867,171 | F |
| EQUITY LONG/SHORT HEDGE FUNDS | $53,457,379 | F |
| FIXED INCOME HEDGE FUNDS | $32,206,463 | F |
| PRIVATE REAL ESTATE LIMITED PARTNERSHIPS | $41,912,703 | F |
| PRIVATE CREDIT LIMITED PARTNERSHIPS | $40,921,308 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $639,362,507 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRUST LIABILITIES | $21,199,267 |
| FMV OF ENDOWMENT MANAGED FOR UNIV | $182,068,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $203,267,441 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $85,979,052 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$62,373,972 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$62,373,972 | RevenueNotReportedAmt |
| Revenue Subtotal | $148,353,024 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $11,124,053 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,704,788 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,828,841 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $161,181,865 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $106,305,551 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $106,305,551 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $11,124,053 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $11,124,053 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $117,429,604 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE CENTER FOR CREATIVE PHOTOGRAPHY IS AN ARCHIVE AND RESEARCH CENTER LOCATED ON THE UNIVERSITY OF ARIZONA CAMPUS. THE CENTER PROMOTES RESEARCH INTO AND APPRECIATION OF THE PHOTOGRAPHIC MEDIUM WHILE SAFEGUARDING ORIGINAL OBJECTS FOR POSTERITY. |
| PART V, LINE 4: | THE PAYOUT FROM THE FOUNDATION ENDOWMENT PROVIDES SCHOLARSHIP, RESEARCH, PROGRAM AND OTHER SUPPORT TO THE UNIVERSITY OF ARIZONA. |
| PART X, LINE 2: | ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, ADDRESSES HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, PRESENTED, AND DISCLOSED IN THE FINANCIAL STATEMENTS. THE GUIDANCE REQUIRES THE ACCOUNTING AND DISCLOSURE OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT OF THE FOUNDATION IS REQUIRED TO ANALYZE ALL OPEN TAX YEARS, AS DEFINED BY THE STATUTE OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS, WHICH INCLUDE THE FEDERAL AND CERTAIN STATES. THE FOUNDATION HAS HAD NO EXAMINATIONS IN PROGRESS AND NONE ARE EXPECTED AT THIS TIME. AS OF JUNE 30, 2020, MANAGEMENT OF THE FOUNDATION HAS REVIEWED ALL OPEN TAX YEARS AND MAJOR JURISDICTIONS AND CONCLUDED THERE IS NO TAX LIABILITY RESULTING FROM UNRECOGNIZED TAX BENEFITS RELATING TO UNCERTAIN INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN FUTURE TAX RETURNS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | K-1 FLOW THROUGH OF UNRELATED BUSINESS INCOME 1,704,788 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE | 0 | 0 | INVESTMENTS | $16,846,398 |
| CENTRAL AMERICA/CARIBBEAN | 0 | 0 | INVESTMENTS | $353,797,896 |
| 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 | $370,644,294 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $370,644,294 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF ARIZONA | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | 742652689 | GOVERNMENT | $81,816,430 | UNIV. SUPPORT |
| SOUTHERN ARIZONA LEGAL INITIATIVE | |||||||
| 6700 N ORACLE RD STE 100 | TUCSON | AZ | 85704 | 834589238 | 501(C)(3) | $250,000 | GENERAL SUPPORT |
| TOHONO O'ODHAM COMMUNITY COLLEGE | |||||||
| PO BOX 3129 | SELLS | AZ | 85634 | 860931108 | GOVERNMENT | $105,069 | GENERAL SUPPORT |
| SUNNYSIDE UNIFIED SCHOOL DISTRICT | |||||||
| 2238 E GINTER RD | TUCSON | AZ | 85706 | 866000792 | GOVERNMENT | $81,570 | GENERAL SUPPORT |
| SONORA ENVIRONMENTAL RESEARCH INSTITUTE INC | |||||||
| 3202 E GRANT RD | TUCSON | AZ | 85716 | 860767843 | 501(C)(3) | $45,936 | GENERAL SUPPORT |
| THE DUNBAR COALITION INC | |||||||
| PO BOX 86132 | TUCSON | AZ | 85705 | 860776891 | 501(C)(3) | $41,380 | GENERAL SUPPORT |
| TUCSON UNIFIED SCHOOL DISTRICT | |||||||
| 1010 E 10TH ST | TUCSON | AZ | 85719 | 866000551 | GOVERNMENT | $26,180 | GENERAL SUPPORT |
| ARIZONA SONORA DESERT MUSEUM | |||||||
| 2021 N KINNEY RD | TUCSON | AZ | 85743 | 860111675 | 501(C)(3) | $24,294 | GENERAL SUPPORT |
| SOUTHWEST FOLKLIFE ALLIANCE | |||||||
| PO BOX 42044 | TUCSON | AZ | 85733 | 510195434 | 501(C)(3) | $23,839 | GENERAL SUPPORT |
| ARIZONA WESTERN COLLEGE | |||||||
| PO BOX 0929 | YUMA | AZ | 85366 | 866051919 | GOVERNMENT | $23,639 | GENERAL SUPPORT |
| STEP UP TO JUSTICE | |||||||
| 320 COMMERCE PARK LOOP STE 100 | TUCSON | AZ | 85745 | 843776452 | 501(C)(3) | $23,145 | GENERAL SUPPORT |
| PAINTED DESERT DEMONSTRATION PROJECTS INC | |||||||
| 145 LUEPP RD | FLAGSTAFF | AZ | 86004 | 860710679 | 501(C)(3) | $17,400 | GENERAL SUPPORT |
| ISKASHITAA REFUGEE NETWORK | |||||||
| 1406 E GRANT RD BLDG 2 | TUCSON | AZ | 85719 | 455067244 | 501(C)(3) | $14,602 | GENERAL SUPPORT |
| YWCA SOUTHERN ARIZONA | |||||||
| 525 N BONITA AVE | TUCSON | AZ | 85745 | 860098937 | 501(C)(3) | $10,500 | GENERAL SUPPORT |
| SAE INTERNATIONAL | |||||||
| 400 COMMONWEALTH DR | WARRENDALE | PA | 15096 | 251494402 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| HABITAT FOR HUMANITY | |||||||
| 3501 N MOUNTAIN AVE | TUCSON | AZ | 85719 | 942725100 | 501(C)(3) | $6,273 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE DEPOSITED IN PURPOSE SPECIFIC ACCOUNTS, WE RELY ON THE EXTENSIVE INTERNAL CONTROL SYSTEM OF THE UNIVERSITY OF ARIZONA FINANCIAL SERVICES OFFICE TO ENSURE CORRECT APPLICATION OF FUNDS ONCE TRANSFERRED TO THE UNIVERSITY. OTHER GRANTS: FUNDS ARE AWARDED SUBJECT TO GRANT AGREEMENTS WHICH REQUIRE PERIODIC REPORTING BACK TO THE FOUNDATION AS TO THE SUCCESSFUL ATTAINMENT/COMPLETION OF THE GOALS AND OBJECTIVES AND THE PROPER USE OF GRANT FUNDING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN-PAUL ROCZNIAK | ||||||||||||||
| PRESIDENT & CEO | $453,674 | $0 | $25,000 | $0 | $1,440 | $0 | $19,600 | $0 | $19,171 | $0 | $518,885 | $0 | $0 | $0 |
| J CRAIG BARKER | ||||||||||||||
| SR VP, FINANCIAL SERVICES | $295,405 | $0 | $25,000 | $0 | $1,440 | $0 | $19,600 | $0 | $17,686 | $0 | $359,131 | $0 | $0 | $0 |
| VICKI B FLEISCHER | ||||||||||||||
| SR VP, DEVELOPMENT | $231,392 | $0 | $0 | $0 | $1,440 | $0 | $16,208 | $0 | $18,438 | $0 | $267,478 | $0 | $0 | $0 |
| JENNY R FLYNN | ||||||||||||||
| SR VP, DEVELOPMENT SERVICE | $217,510 | $0 | $0 | $0 | $1,440 | $0 | $15,287 | $0 | $27,170 | $0 | $261,407 | $0 | $0 | $0 |
| ANDREA L MILLER | ||||||||||||||
| SR VP, CONSTITUENT RELATIONS | $217,425 | $0 | $0 | $0 | $1,440 | $0 | $15,287 | $0 | $9,810 | $0 | $243,962 | $0 | $0 | $0 |
| RITA M WILLIAMS | ||||||||||||||
| VP, FINANCIAL SERVICES | $189,434 | $0 | $0 | $0 | $1,440 | $0 | $13,385 | $0 | $19,171 | $0 | $223,430 | $0 | $0 | $0 |
| EMILY E WALSH | ||||||||||||||
| VP, STRATEGIC INFORMATION SERVICES | $168,613 | $0 | $0 | $0 | $1,440 | $0 | $11,830 | $0 | $19,171 | $0 | $201,054 | $0 | $0 | $0 |
| MOYER H TILGHMAN | ||||||||||||||
| VP, DEVELOPMENT | $167,016 | $0 | $0 | $0 | $1,440 | $0 | $3,634 | $0 | $27,170 | $0 | $199,260 | $0 | $0 | $0 |
| JAMES J KROGMEIER | ||||||||||||||
| ASSOC VP, GIFT PLANNING | $157,503 | $0 | $0 | $0 | $1,440 | $0 | $11,094 | $0 | $27,170 | $0 | $197,207 | $0 | $0 | $0 |
| BRAD TERRY | ||||||||||||||
| VP & GENERAL COUNSEL | $153,401 | $0 | $0 | $0 | $1,440 | $0 | $7,165 | $0 | $27,170 | $0 | $189,176 | $0 | $0 | $0 |
| MARIA VEGA | ||||||||||||||
| ASST VP, CHIEF INFORMATION OFFICER | $142,689 | $0 | $0 | $0 | $1,440 | $0 | $2,373 | $0 | $8,110 | $0 | $154,612 | $0 | $0 | $0 |
| LAURIE J CARLIN | ||||||||||||||
| ASST VP, HR & TALENT MANAGEMENT | $122,595 | $0 | $1,000 | $0 | $1,440 | $0 | $9,214 | $0 | $20,717 | $0 | $154,966 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | MEMBERSHIP AT A LOCAL COUNTRY CLUB PROVIDES IMPORTANT INTERACTION WITH DONORS AND KEY CONSTITUENTS. AS A RESULT, THE FOUNDATION PAID FOR DUES AND BUSINESS RELATED EXPENSES FOR THE FOLLOWING OFFICER: JOHN-PAUL ROCZNIAK. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 104 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,032,477 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $562,903 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF TRUSTEES HAS APPOINTED AN EXECUTIVE COMMITTEE WHICH IS COMPRISED OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE PRESIDENT OF THE CORPORATION AND THE UNIVERSITY OF ARIZONA, THE SENIOR VICE PRESIDENT OF FINANCE OF THE CORPORATION AND UNIVERSITY OF ARIZONA, THE SECRETARY AND THE TREASURER. IN ADDITION, THE BOARD OF TRUSTEES MAY DESIGNATE ONE OR MORE AT-LARGE EXECUTIVE COMMITTEE MEMBERS. TO THE EXTENT PROVIDED IN THE EXECUTIVE COMMITTEE CHARTER, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE REPORTS TO THE BOARD OF TRUSTEES AT EACH OF ITS MEETINGS ON THE ACTIONS TAKEN SINCE THE LAST MEETING OF THE BOARD OF TRUSTEES AND PROVIDES THE BOARD OF TRUSTEES WITH ALL INFORMATION NECESSARY FOR THE BOARD OF TRUSTEES TO CARRY OUT ITS GENERAL DUTY OF OVERSIGHT. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT PREPARED THE FORM 990. WE ENGAGED AN INTERNATIONAL PUBLIC ACCOUNTING FIRM TO REVIEW OUR INTERNALLY-PREPARED FORM 990. AFTER THE INTERNATIONAL PUBLIC ACCOUNTING FIRM COMPLETED THEIR REVIEW, MANAGEMENT REVIEWED THE FINAL DRAFT, WHICH WAS THEN SUBMITTED FOR REVIEW BY OUR AUDIT COMMITTEE BEFORE THE FORM WAS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD OF TRUSTEES AND EACH OFFICER-EMPLOYEE OF THE FOUNDATION IS ANNUALLY PROVIDED WITH A CONFLICT OF INTEREST ACKNOWLEDGMENT AND DISCLOSURE STATEMENT. SUCH INDIVIDUALS ARE REQUIRED TO REVIEW THESE DOCUMENTS, COMPLETE THEM, AND RETURN THEM TO OUR IN-HOUSE LEGAL COUNSEL FOR REVIEW. ANY CONFLICTS WHICH PRESENT THEMSELVES DURING THE YEAR ARE REVIEWED BY MANAGEMENT AND SUBMITTED TO THE BOARD FOR RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION HAS A COMPENSATION COMMITTEE COMPRISED ONLY OF INDEPENDENT TRUSTEES; CONTEMPORANEOUS MINUTES ARE KEPT OF THEIR MEETINGS AND DECISIONS. THE COMMITTEE ENGAGES A COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY DATA AND OTHER GUIDANCE. THE PROCESS WAS LAST COMPLETED OCTOBER 15, 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR AUDITED FINANCIAL STATEMENTS PUBLICLY AVAILABLE. |
| FORM 990, PART XI, LINE 9: | K-1 FLOW THROUGH OF UNRELATED BUSINESS INCOME -1,704,788. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|
| UAF REALTY LLC | |||||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85721 | 866050388 | REAL ESTATE | AZ | $0 | $0 | UNIVERSITY OF ARIZONA FOUNDATION |
| UAF ELLER DEVELOPMENT LLC | |||||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85721 | 866050388 | RAISE FUNDS | AZ | $0 | $0 | UNIVERSITY OF ARIZONA FOUNDATION |
| UAF TECHNOLOGIES AND RESEARCH LLC | |||||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85721 | 866050388 | TECH TRANSFER | AZ | $0 | $0 | UNIVERSITY OF ARIZONA FOUNDATION |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR ARIZONA UNIVERSITIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 N CHERRY AVENUE | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 866050388 | EIN |
| Primary Activities | SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (60) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ARIZONA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | 0 | 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 |