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UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED (EIN 06-6070722)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-02-16
IRS object ID
202130479349300508
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-02-16T08:21:51-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVD SUITE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066070722EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The University of Connecticut Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GERALD GANZ JRInCareOfNm
Business Name ControlUNIVBusinessNameControlTxt
Phone8604865000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12390 ALUMNI DRIVE UNIT 3206AddressLine1Txt
CitySTORRSCityNm
State AbbreviationCTStateAbbreviationCd
ZIP062693206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMELISSA MAYNARDPersonNm
Person TitleINTERIM SVP FINANCEPersonTitleTxt
Phone8604865000PhoneNum
Signature2021-02-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGwen SpencerPreparerPersonNm
PTINP00641463PTIN
Phone6175305000PhoneNum
Preparation2021-02-11PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMelissa MaynardPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12390 ALUMNI DRIVE UNIT 3206AddressLine1Txt
CitySTORRSCityNm
State AbbreviationCTStateAbbreviationCd
ZIP062693206ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$88,638,282GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.foundation.uconn.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1964FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionSee Schedule OActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee220TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$99,135TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$186,187NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$43,206,338PYContributionsGrantsAmt
CY Contributions Grants$39,475,294CYContributionsGrantsAmt
PY Program Service Revenue$11,460,779PYProgramServiceRevenueAmt
CY Program Service Revenue$12,443,104CYProgramServiceRevenueAmt
PY Investment Income$13,471,924PYInvestmentIncomeAmt
CY Investment Income$36,605,272CYInvestmentIncomeAmt
PY Other Revenue$89,166PYOtherRevenueAmt
CY Other Revenue-$49,607CYOtherRevenueAmt
PY Total Revenue$68,228,207PYTotalRevenueAmt
CY Total Revenue$88,474,063CYTotalRevenueAmt
PY Grants And Similar Paid$35,053,961PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$25,842,677CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$16,847,160PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$17,283,153CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$332,670PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$350,418CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,151,761CYTotalFundraisingExpenseAmt
PY Other Expenses$9,918,999PYOtherExpensesAmt
CY Other Expenses$9,631,999CYOtherExpensesAmt
PY Total Expenses$62,152,790PYTotalExpensesAmt
CY Total Expenses$53,108,247CYTotalExpensesAmt
PY Revenues Less Expenses$6,075,417PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$35,365,816CYRevenuesLessExpensesAmt
Total Assets BOY$597,750,214TotalAssetsBOYAmt
Total Assets EOY$617,597,919TotalAssetsEOYAmt
Total Liabilities BOY$47,706,741TotalLiabilitiesBOYAmt
Total Liabilities EOY$41,099,084TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$550,043,473NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$576,498,835NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$8,735,923ExpenseAmt
Grant$8,735,923GrantAmt
DescScholarships, 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

FieldValueIRS element (for citing)
Expense$5,855,244ExpenseAmt
Grant$5,855,244GrantAmt
DescProgram 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

FieldValueIRS element (for citing)
Expense$7,472,340ExpenseAmt
Grant$7,472,340GrantAmt
DescEndowed 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
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$3,779,170TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$3,779,170TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$12,443,104TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$25,842,677TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document160IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee220EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryBDForeignCountryCd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGERALD GANZ JRPersonNm
Phone8604865000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12390 ALUMNI DRIVE UNIT 3206AddressLine1Txt
CitySTORRSCityNm
State AbbreviationCTStateAbbreviationCd
ZIP062693206ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JACOB LEMON
Sr. VP for Development40.00.0Yes (X)$283,432$0$48,287
SCOTT ROBERTS
President and CEO40.00.0Yes (X)$294,549$0$28,802Yes (X)
GERALD GANZ
Sr VP of Finance & Admin & CFO40.00.0Yes (X)$270,235$0$49,040
Brian Otis
VP of Principal Gifts40.00.0$245,020$0$45,597Yes (X)
SUZANNE O'CONOR
General Counsel40.00.0$247,047$0$24,226Yes (X)
MO COTTON KELLY
VP ALUMNI RELATIONS & COMM.40.00.0$225,797$0$40,252Yes (X)
FRANK GIFFORD
AVP for Develop.,Cons. Program40.00.0$178,964$0$39,130Yes (X)
MICHAEL OBLINGER
Sr Assoc Athletic Dir of Dev40.00.0$159,204$0$37,106Yes (X)
SHAHID FAROOQI
Director of Investments40.00.0$156,270$0$36,346Yes (X)
JEFFERY ROBIN
AVP for Regional Development40.00.0$153,425$0$27,411Yes (X)
JOHN FODOR
Former President and CEO40.00.0$142,937$0$13,532Yes (X)
Walter R Allen
DIRECTOR1.00.0$0$0$0Yes (X)
George R Aylward Jr
Director1.00.0$0$0$0Yes (X)
Mark A Beaudoin
Director1.00.0$0$0$0Yes (X)
Alan R Bennett
Director1.00.0$0$0$0Yes (X)
Melinda T Brown
Director1.00.0$0$0$0Yes (X)
Noha H Carrington
Director1.00.0$0$0$0Yes (X)
William B Clemens II
Director1.00.0$0$0$0Yes (X)
Sue A Collins
Director from October 20191.00.0$0$0$0Yes (X)
Leah A Darak
Director1.00.0$0$0$0Yes (X)
Angelo DeFazio
Director1.00.0$0$0$0Yes (X)
Andrea B Dennis-LaVig
Director from October 20191.00.0$0$0$0Yes (X)
Craig A Douglas
Director from October 20191.00.0$0$0$0Yes (X)
Amy J Errett
Director1.00.0$0$0$0Yes (X)
Drew Figdor
Director1.00.0$0$0$0Yes (X)
David H Ford
Director1.00.0$0$0$0Yes (X)
Albert J Foreman
Director1.00.0$0$0$0Yes (X)
Jonathan L Greenblatt
Director1.00.0$0$0$0Yes (X)
Steven M Greenspan
Director1.00.0$0$0$0Yes (X)
Debra A Hess
Director1.00.0$0$0$0Yes (X)
Michael G Koppel
Treasurer1.00.0Yes (X)$0$0$0Yes (X)
John P Malfettone
Chairman1.00.0Yes (X)$0$0$0Yes (X)
Kimberly T Manning
Director1.00.0$0$0$0Yes (X)
Benjamin W Michelson
Director1.00.0$0$0$0Yes (X)
Joseph E Parsons
Director1.00.0$0$0$0Yes (X)
William J Quinlan II
Director1.00.0$0$0$0Yes (X)
Lori Riiska
Director1.00.0$0$0$0Yes (X)
Anthony Rizza
Director1.00.0$0$0$0Yes (X)
Michael K Rosen
Director1.00.0$0$0$0Yes (X)
Adam L Schwartz
Director/Secretary1.00.0Yes (X)$0$0$0Yes (X)
Robert I Sherman
Director1.00.0$0$0$0Yes (X)
Nadine F West
Director1.00.0$0$0$0Yes (X)
James F Whalen Jr
Director from October 20191.00.0$0$0$0Yes (X)
Harriet Munrett Wolfe
Director1.00.0$0$0$0Yes (X)
Craig Ashmore
Director to Oct. 20191.00.0$0$0$0Yes (X)
Sue Bird
Director to September 20191.00.0$0$0$0Yes (X)
Patrick Campion
Director to September 20191.00.0$0$0$0Yes (X)
Frances Del Boca
Director to September 20191.00.0$0$0$0Yes (X)
Douglas Lawrence
Director to September 20191.00.0$0$0$0Yes (X)
Robert Skinner
Director to September 20191.00.0$0$0$0Yes (X)
Mark Sinatro
Director to September 20191.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,356,880TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$389,729TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K41IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Stepstone Group LP
4275 Executive Square Ste 5000LAJOLLACA92037Invest. Consulting$466,944
Wheels Up Partners LLC
220 West 42nd St 9th FloorNEW YORKNY10036Travel Services$375,431
MBAF Certified Public Accountants
3150 SE 38th Avenue 12th FloorCORAL GABLESFL33146Software Services$261,123
Ruffalo Cody HldgsRuffalo Noel Lev
1025 Kirkwood Parkway SWCEDAR RAPIDSIA52404Phone Solicitations$244,385
PricewaterhouseCoopers LLP
PO Box 7247-8001PHILADELPHIAPA19170Auditing Services$187,285
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Fundraising$220,678FundraisingAmt
All Other Contributions$39,254,616AllOtherContributionsAmt
Noncash Contributions$3,236,128NoncashContributionsAmt
Total Contributions$39,475,294TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
UNIVERSITY FEE FOR SERVICES900099$12,150,201$12,150,201
UNIV ENDOW ADMIN FEE900099$292,903$292,903
FieldValueIRS element (for citing)
Total Program Service Revenue$12,443,104TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,157,949TotalRevenueColumnAmt
Unrelated Business Revenue$99,135UnrelatedBusinessRevenueAmt
Exclusion$9,058,814ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$27,447,323SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$27,447,323SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,447,323TotalRevenueColumnAmt
Exclusion$27,447,323ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$114,612FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$220,678ContriRptFundraisingEventAmt
Fundraising Direct Expenses$164,219FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$49,607TotalRevenueColumnAmt
Exclusion-$49,607ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$88,474,063TotalRevenueColumnAmt
Related Or Exempt Func Income$12,443,104RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$99,135UnrelatedBusinessRevenueAmt
Exclusion$36,456,530ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$25,842,677TotalAmt
Program Services$25,842,677ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,325,919TotalAmt
Management And General$292,028ManagementAndGeneralAmt
Fundraising$1,033,891FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,024,021TotalAmt
Management And General$3,359,745ManagementAndGeneralAmt
Fundraising$8,664,276FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$979,759TotalAmt
Management And General$272,358ManagementAndGeneralAmt
Fundraising$707,401FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,983,946TotalAmt
Management And General$558,260ManagementAndGeneralAmt
Fundraising$1,425,686FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$969,508TotalAmt
Management And General$269,508ManagementAndGeneralAmt
Fundraising$700,000FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$30,265TotalAmt
Management And General$30,265ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$217,047TotalAmt
Management And General$217,047ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$385TotalAmt
Fundraising$385FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$350,418TotalAmt
Fundraising$350,418FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,710,573TotalAmt
Management And General$3,710,573ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$675,340TotalAmt
Management And General$313,009ManagementAndGeneralAmt
Fundraising$362,331FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$21,443TotalAmt
Management And General$4,628ManagementAndGeneralAmt
Fundraising$16,815FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$770,201TotalAmt
Management And General$148,575ManagementAndGeneralAmt
Fundraising$621,626FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,024,538TotalAmt
Management And General$308,118ManagementAndGeneralAmt
Fundraising$716,420FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$362,856TotalAmt
Management And General$69,245ManagementAndGeneralAmt
Fundraising$293,611FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$396,568TotalAmt
Management And General$47,186ManagementAndGeneralAmt
Fundraising$349,382FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$57,290TotalAmt
Management And General$17,931ManagementAndGeneralAmt
Fundraising$39,359FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$263,226TotalAmt
Management And General$31,797ManagementAndGeneralAmt
Fundraising$231,429FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$421,139TotalAmt
Management And General$145,003ManagementAndGeneralAmt
Fundraising$276,136FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$168,001TotalAmt
Management And General$154,729ManagementAndGeneralAmt
Fundraising$13,272FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SPECIAL EVENTS$978,805$61,819$916,986
DUES,SUBSCRIPTIONS, & MEMBERSH$242,796$65,234$177,562
DONOR CULTIVATION$234,148$864$233,284
FOOD$32,673$27,569$5,104

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,705TotalAmt
Management And General$8,318ManagementAndGeneralAmt
Fundraising$16,387FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$53,108,247TotalAmt
Program Services$25,842,677ProgramServicesAmt
Management And General$10,113,809ManagementAndGeneralAmt
Fundraising$17,151,761FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$15,897,891BOYAmt
EOY$28,726,132EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,921,539BOYAmt
EOY$6,396,165EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$19,018,122BOYAmt
EOY$21,707,610EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$632,834BOYAmt
EOY$2,120,520EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$8,400BOYAmt
EOY$8,400EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$379,704BOYAmt
EOY$328,811EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,167,422LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,930,150LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,606,901BOYAmt
EOY$4,237,272EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$242,805,706BOYAmt
EOY$219,578,461EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$167,716,210BOYAmt
EOY$202,213,677EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$141,762,907BOYAmt
EOY$132,280,871EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$597,750,214BOYAmt
EOY$617,597,919EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,967,926BOYAmt
EOY$10,576,816EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,000,000BOYAmt
EOY$7,500,000EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$17,132,863BOYAmt
EOY$17,225,395EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$3,605,952BOYAmt
EOY$5,796,873EOYAmt

Other Liabilities OtherLiabilitiesGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$47,706,741BOYAmt
EOY$41,099,084EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,864,923BOYAmt
EOY$12,470,263EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$538,178,550BOYAmt
EOY$564,028,572EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$550,043,473BOYAmt
EOY$576,498,835EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$597,750,214BOYAmt
EOY$617,597,919EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$35,365,816ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,412,499NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$497,955OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$42,383,683CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,506,381CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,775,533CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,206,338CurrentTaxYearMinus1YearAmt
Current Tax Year$39,475,294CurrentTaxYearAmt
Total$207,347,229TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,383,683CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,506,381CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,775,533CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,206,338CurrentTaxYearMinus1YearAmt
Current Tax Year$39,475,294CurrentTaxYearAmt
Total$207,347,229TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,061SubstantialContributorsTotAmt
Public Support Total170$207,337,168PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,761,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,382,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,912,511CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,600,562CurrentTaxYearMinus1YearAmt
Current Tax Year$9,157,949CurrentTaxYearAmt
Total$48,815,073TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$20,305CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$967,968CurrentTaxYearMinus1YearAmt
Total$988,273TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$114,612CurrentTaxYearAmt
Total$114,612TotalAmt
FieldValueIRS element (for citing)
Total Support$257,265,187TotalSupportAmt
Gross Receipts Rltd Activities$50,993,760GrossReceiptsRltdActivitiesAmt
Public Support CY1700.80593PublicSupportCY170Pct
Public Support PY1700.79950PublicSupportPY170Pct
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 C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$591FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Total Direct LobbyingTotalDirectLobbyingGrp

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$591FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$49,646,919FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$49,647,510FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt
FieldValueIRS element (for citing)
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$2,804CurrentYearMinus3Amt
Current Year Minus2$610CurrentYearMinus2Amt
Current Year Minus1$23,959CurrentYearMinus1Amt
Current Year$591CurrentYearAmt
Total$27,964TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$2,804CurrentYearMinus3Amt
Current Year Minus2$610CurrentYearMinus2Amt
Current Year Minus1$23,959CurrentYearMinus1Amt
Current Year$591CurrentYearAmt
Total$27,964TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$368,179,000BeginningYearBalanceAmt
Contributions$19,358,000ContributionsAmt
Investment Earnings Or Losses-$4,768,000InvestmentEarningsOrLossesAmt
Other Expenditures$13,755,000OtherExpendituresAmt
Administrative Expenses$6,595,000AdministrativeExpensesAmt
End Year Balance$362,419,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00450BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.97690PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.01860TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,372,170OtherCostOrOtherBasisAmt
Depreciation$3,132,708DepreciationAmt
Book Value$3,239,462BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,022,260OtherCostOrOtherBasisAmt
Depreciation$526,563DepreciationAmt
Book Value$495,697BookValueAmt
FieldValueIRS element (for citing)
EquipmentEquipmentGrp

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,571,631OtherCostOrOtherBasisAmt
Depreciation$1,270,879DepreciationAmt
Book Value$300,752BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,237,272TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescSECURITIES NOT PUBLICLY TRADEDDesc
Book Value$202,213,677BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$202,213,677TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDescBook ValueBookValueAmt
CAPITAL LEASES$39,922
FUNDS HELD IN TRUST BY OTHERS$10,422,178
DEFERRED BOND & NOTE ISSUANCE$105,623
ENDOWMENT HELD FOR UNIVERSITY$15,187,090
CSV OF LIFE INSURANCE POLICIES$570,798
LIMITED PARTNERSHIP INVESTMENT$105,955,260
FieldValueIRS element (for citing)
Total Book Value Other Assets$132,280,871TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt$75,585,766TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$8,412,499NetUnrealizedGainsInvstAmt
Other Revenue-$4,640,017OtherRevenueAmt
Revenue Not Reported-$13,052,516RevenueNotReportedAmt
Revenue Subtotal$88,638,282RevenueSubtotalAmt
Other Revenues Not Included-$164,219OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$164,219RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$88,474,063TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$49,130,404TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$164,219OtherExpensesIncludedAmt
Expenses Not Reported$164,219ExpensesNotReportedAmt
Expenses Subtotal$48,966,185ExpensesSubtotalAmt
Other Expenses Not Included$4,142,062OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$4,142,062ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$53,108,247TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Line 2b - Explanation of Escrow Account LiabilityThe 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 FundThe 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 2DOther Revenue Included in F/S But Not Included on Form 990 Bad Debt Expense - ($497,955) Investment Fees - ($4,142,062) TOTAL - ($4,640,017) Part XI, Line 4b Other Revenue Included on Form 990 But Not Included in F/S Fundraising Events Moved to Revenue - ($164,219) Part XII, Line 2D Other Expense Included in F/S But Not Included on Form 990 Fundraising Events Moved to Revenue - $164,219 Part XII, Line 4b Other Expense Included on Form 990 But Not Included in F/S Investment Fees - $4,142,062

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
East Asia and the PacificFundraising$156,980
North AmericaFundraising$67,420
Central America and the CaribbeanInvestments$56,560,228
Europe (Including Iceland and Greenland)Investments$1,470,698
FieldValueIRS element (for citing)
Subtotal Spent$58,255,326SubtotalSpentAmt
Total Spent$58,255,326TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 3f - Method of AccountingFormAndLineReferenceDesc
ExplanationForeign expenditures are separately identified on the organization's books and records.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Ruffalo Noel Levitz
1025 Kirkwood Parkway SWCedar RapidsIA52404Phone Solicit.false$625,705$308,234$362,605
Gold Orluk Partners LLC
172 West Main StAvonCT06001Event Plannerfalse$189,695$42,184$147,511
FieldValueIRS element (for citing)
Total Gross Receipts$815,400TotalGrossReceiptsAmt
Total Retained By Contractors$350,418TotalRetainedByContractorsAmt
Total Net To Organization$510,116TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Calhoun CelebriEvent1Nm
Gross Receipts Event1$173,845GrossReceiptsEvent1Amt
Charitable Contri Event1$117,765CharitableContriEvent1Amt
Gross Revenue Event1$56,080GrossRevenueEvent1Amt
Non Cash Prizes Event1$14,739NonCashPrizesEvent1Amt
Rent Facility Costs Event1$55,739RentFacilityCostsEvent1Amt
Food And Beverage Event1$225FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$6,566OtherDirectExpensesEvent1Amt
Event2Geno Auriemma LEvent2Nm
Gross Receipts Event2$97,365GrossReceiptsEvent2Amt
Charitable Contri Event2$66,115CharitableContriEvent2Amt
Gross Revenue Event2$31,250GrossRevenueEvent2Amt
Rent Facility Costs Event2$54,680RentFacilityCostsEvent2Amt
Other Direct Expenses Event2$10,427OtherDirectExpensesEvent2Amt
Other Events Total4OtherEventsTotalCnt
Gross Receipts Other Events$64,080GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$36,798CharitableContriOtherEventsAmt
Gross Revenue Other Events$27,282GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$1,270NonCashPrizesOtherEventsAmt
Food And Beverage Other Events$19,823FoodAndBeverageOtherEventsAmt
Entertainment Other Events$750EntertainmentOtherEventsAmt
Gross Receipts Total$335,290GrossReceiptsTotalAmt
Charitable Contributions Tot$220,678CharitableContributionsTotAmt
Gross Revenue Total Events$114,612GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$16,009NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$110,419RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$20,048FoodAndBeverageTotalEventsAmt
Entertainment Total Events$750EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$16,993OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$164,219DirectExpenseSummaryEventsAmt
Net Income Summary-$49,607NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G - Additional InformationFormAndLineReferenceDesc
ExplanationAs 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1University of ConnecticutBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1352 Mansfield Road Unite 2048AddressLine1Txt
Address Line2Unit 2048AddressLine2Txt
CityStorrsCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06269ZIPCd
FieldValueIRS element (for citing)
Recipient EIN060772160RecipientEIN
IRC Sectionstate of CTIRCSectionDesc
Cash Grant$25,842,677CashGrantAmt
Purpose Of GrantUniversity SupportPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2 - Procedures for Monitoring Use of Grant Funds in U.S,FormAndLineReferenceDesc
ExplanationFund 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

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (true)InitialContractExceptionInd
Rebuttable Presumption ProcYes (true)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GERALD GANZ
Sr VP of Finance & Admin & CFO$250,235$0$20,000$0$0$0$22,188$0$26,852$0$319,275$0$0$0
JACOB LEMON
Sr. VP for Development$268,432$0$15,000$0$0$0$22,885$0$25,402$0$331,719$0$0$0
SCOTT ROBERTS
President and CEO$237,625$0$50,000$0$6,924$0$22,615$0$6,187$0$323,351$0$0$0
JOHN FODOR
Former President and CEO$142,937$0$0$0$0$0$11,097$0$2,435$0$156,469$0$0$0
SHAHID FAROOQI
Director of Investments$153,770$0$2,500$0$0$0$12,772$0$23,574$0$192,616$0$0$0
JEFFERY ROBIN
AVP for Regional Development$147,917$0$5,508$0$0$0$11,609$0$15,802$0$180,836$0$0$0
MICHAEL OBLINGER
Sr Assoc Athletic Dir of Dev$153,114$0$6,090$0$0$0$12,953$0$24,153$0$196,310$0$0$0
FRANK GIFFORD
AVP for Develop.,Cons. Program$178,964$0$0$0$0$0$15,110$0$24,020$0$218,094$0$0$0
SUZANNE O'CONOR
General Counsel$217,047$0$30,000$0$0$0$19,964$0$4,262$0$271,273$0$0$0
Brian Otis
VP of Principal Gifts$210,020$0$35,000$0$0$0$20,265$0$25,332$0$290,617$0$0$0
MO COTTON KELLY
VP ALUMNI RELATIONS & COMM.$225,797$0$0$0$0$0$16,083$0$24,169$0$266,049$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1The Foundation's current President received a temporary housing allowance in 2019. The payments were treated as taxable income.
Part I, Line 7 - Non-Fixed Payments Not ListedTHE FOUNDATION MAY GIVE PERFORMANCE BASED AWARDS BASED ON FORMAL REVIEW AND WITH APPROVAL OF FOUNDATION MANAGEMENT AND BOARD.
PART 1, LINE 8THE CURRENT PRESIDENT IS SERVING UNDER HIS INITIAL CONTRACT.
PART VII, LINE 5The 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

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1CHEFABusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN060806186BondIssuerEIN
CUSIP000000000CUSIPNum
Bond Issued2013-04-24BondIssuedDt
Issue Price$20,000,000IssuePriceAmt
PurposeCONSTRUCTION PROJECTPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$12,500,000RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$20,000,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$270,526IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$19,729,474CapitalExpendituresAmt
Other Spent Proceeds$0OtherSpentProceedsAmt
Unspent$0UnspentAmt
Refunding Tax Exempt BondsfalseRefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$106,837NoncashContributionsRptF990Amt
Method Of Determining RevenuesSales PriceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution215ContributionCnt
Noncash Contributions Rpt F990$3,106,028NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Events0$4,713Sales Price
Yes (X)Services0$18,550Sales Price
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M - Additional InformationFormAndLineReferenceDesc
ExplanationPart I Column (b) is based on the number of contributionsExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1 and Part III, Line 1ORGANIZATION 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 4dOTHER 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 1aEXPLANATION 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 11bFORM 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 12cEXPLANATION 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 ProcessCOMPENSATION 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 ProcessCOMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS AND KEY EMPLOYEES See 15a
Form 990, Part VI, Line 19OTHER 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 9OTHER CHANGES IN NET ASSETS OR FUND BALANCES Bad Debt Expense (pledge write-offs) : ($497,955)

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
Charitable Remainder Trust (4)
DevelopmentCTNAfalse
HORSEBARN HILL INVESTMENT FUND LTD
INVESTMENTUCONN FDNYes (true)PO Box 309 Ugland HouseGRAND CAYMANCJKY1-1104CJC CORP$1,060,228$58,560,2281.00000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1HORSEBARN HILL INVESTMENT FUND LTDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$57,500,000InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule R - Related OrganizationsFormAndLineReferenceDesc
ExplanationWhile 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