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FRIENDS OF THE UNIVERSITY OF WATERLOO FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FRIENDS OF THE UNIVERSITY OF WATERLOO FOUNDATION (EIN 54-1746974)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-13
IRS object ID
202121339349304402
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-13T13:52:18-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541746974EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS OF THE UNIVERSITY OF WATERLOO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRIEBusinessNameControlTxt
Phone7035342099PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13815 North Dickerson StreetAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSarah HadleyPersonNm
Person TitleDirector of FinancePersonTitleTxt
Phone5198884567PhoneNum
Signature2021-05-04SignatureDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB1LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Profile Password ChangeYes (X)ProfilePasswordChangeInd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDennis HuberPrincipalOfficerNm

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1200 University Avenue WestAddressLine1Txt
CityWaterlooCityNm
Province Or StateOntarioProvinceOrStateNm
CountryCACountryCd
Foreign PostalN2L 4G1ForeignPostalCd
FieldValueIRS element (for citing)
Gross Receipts$455,321GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Other Organization DscFoundationOtherOrganizationDsc
Formation1994FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionReceive Contributions and distribute to an educational institutionActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$436,325PYContributionsGrantsAmt
CY Contributions Grants$455,321CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$436,325PYTotalRevenueAmt
CY Total Revenue$455,321CYTotalRevenueAmt
PY Grants And Similar Paid$547,865PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$454,047CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$80PYOtherExpensesAmt
CY Other Expenses$109CYOtherExpensesAmt
PY Total Expenses$547,945PYTotalExpensesAmt
CY Total Expenses$454,156CYTotalExpensesAmt
PY Revenues Less Expenses-$111,620PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,165CYRevenuesLessExpensesAmt
Total Assets BOY$75,128TotalAssetsBOYAmt
Total Assets EOY$189,647TotalAssetsEOYAmt
Total Liabilities BOY$52,974TotalLiabilitiesBOYAmt
Total Liabilities EOY$166,328TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,154NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$23,319NetAssetsOrFundBalancesEOYAmt
MissionReceive contributions and distribute to an educational institutionMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$454,156ExpenseAmt
Grant$454,047GrantAmt
Revenue$455,321RevenueAmt
DescReceive contributions and distribute to an educational institutionDesc
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$454,156TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing AddressYes (1)OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCharles NewellPersonNm
Phone5198884567PhoneNum

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1200 University Avenue WestAddressLine1Txt
CityWaterlooCityNm
Province Or StateOntarioProvinceOrStateNm
CountryCACountryCd
Foreign PostalN2L 3G1ForeignPostalCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Feridun Hamdullahpur
President0Yes (X)Yes (X)$0$0$0
Dennis Huber
Treasurer0Yes (X)Yes (X)$0$0$0
Joanne Shoveller
Vice President0Yes (X)Yes (X)$0$0$0
Karen Jack
Secretary0Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$455,321AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$455,321TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$455,321TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$454,047TotalAmt
Program Services$454,047ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$109TotalAmt
Program Services$109ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$454,156TotalAmt
Program Services$454,156ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$72,128BOYAmt
EOY$141,780EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,000BOYAmt
EOY$47,867EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$75,128BOYAmt
EOY$189,647EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$52,974BOYAmt
EOY$166,328EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,974BOYAmt
EOY$166,328EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$22,154BOYAmt
EOY$23,319EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,154BOYAmt
EOY$23,319EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$75,128BOYAmt
EOY$189,647EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,165ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$0NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$214,026CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$525,025CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$370,663CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$436,325CurrentTaxYearMinus1YearAmt
Current Tax Year$455,321CurrentTaxYearAmt
Total$2,001,360TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$214,026CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$525,025CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$370,663CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$436,325CurrentTaxYearMinus1YearAmt
Current Tax Year$455,321CurrentTaxYearAmt
Total$2,001,360TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$946,251SubstantialContributorsTotAmt
Public Support Total170$1,055,109PublicSupportTotal170Amt
Total Support$2,001,360TotalSupportAmt
Public Support CY1700.52720PublicSupportCY170Pct
Public Support PY1700.5031PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule F IRS990ScheduleF

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionNorth America (including Canada and Mexico, but not the United States)RegionTxt
Purpose Of GrantSchool - University of Waterloo EIN 98-0051413PurposeOfGrantTxt
Cash Grant$454,047CashGrantAmt
Manner Of Cash DisbursementChequeMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
Description Of Non Cash AsstN/ADescriptionOfNonCashAsstTxt
Valuation Method UsedN/AValuationMethodUsedDesc
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 9Part VI Section A: Governing Body and Management, Page 9 Feridun Hamdullahpur, Joanne Shoveller, Karen Jack, and Dennis Huber: c/o University of Waterloo, 200 University Avenue West, Waterloo, Ontario N2L 3G1 Part VI Section B: Policies Part 11b: A review of Form 990 and related schedules is completed by the Associate Director, Treasury and Director of Finance of the University of Waterloo in consultation with the Treasurer of Friends of University of Waterloo Foundation. Part VI Section C: Disclosure, Part 19: Friends of University of Waterloo Foundation governing documents and financial statements are not currently available to the public
Form 990, Part VI, Section B, Line 11bSee Sch O
Form 990, Part VI, Section C, Line 19See Sch O