2020-08-10T13:01:05-05:00 2019-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2019-01-01 741587488 UNIVERSITY OF TEXAS FOUNDATION INC UNIV 5124738985 9011 MOUNTAIN RIDGE NO 150 AUSTIN TX 78759 SHERI DESPAIN EXECUTIVE DIRECTOR & CFO 5124733603 2020-08-07 1 SEAN HOLCOMB P01249221 5123703200 64.250.9.178 2020-08-07 14:06:48 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D4F3E3F08227D51943B34A7937F561B643D5963D 2019 2020-09-23 17:36:50Z X JAMES PRENTICE 9011 MOUNTAIN RIDGE NO 150 AUSTIN TX 78759 46114881 0 X UTXF.ORG X 1967 TX TO PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS. 19 19 4 0 0 0 35467858 33822370 0 0 2166443 10043875 376398 171051 38010699 44037296 29831720 33396025 0 0 248554 313722 0 0 0 2769403 2848944 32849677 36558691 5161022 7478605 63378260 73689547 32955130 39333587 30423130 34355960 TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF TEXAS SYSTEM, INCLUDING ALL OF ITS BRANCHES, DEPARTMENTS, SCHOOLS AND COLLEGES AT ITS FOURTEEN INSTITUTIONS, TO IMPROVE ITS RESEARCH, TEACHING, SCHOLARSHIP, FACULTIES AND FACILITIES. 0 0 33636680 33396025 EDUCATIONAL PURPOSE - GIFTS TO VARIOUS DEPARTMENTS AT THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS FOR VARIOUS EDUCATIONAL AND RESEARCH PROJECTS 2392415 PAYMENTS MADE TO MEET CONDITIONS OF GIFTS TO THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS. 36029095 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 216 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SHERI DESPAIN 5124738985 9011 MOUNTAIN RIDGE DR SUITE 150 AUSTIN TX 78759 ANNIE HOLAND MILLER DIRECTOR 1.00 X 0 0 0 BETSY CHADDERDON FRANTZ DIRECTOR 1.00 X 0 0 0 CHARLES W MATTHEWS JR DIRECTOR 1.00 X 0 0 0 HECTOR DE LEON DIRECTOR 1.00 X 0 0 0 JAMES A PRENTICE PRESIDENT 1.00 X X 0 0 0 JOHN STUART III DIRECTOR 1.00 X 0 0 0 JOHN W FAINTER JR VP AND SECRETARY 1.00 X X 0 0 0 MELINDA HILL PERRIN DIRECTOR 1.00 X 0 0 0 MICHAEL L COOK DIRECTOR 1.00 X 0 0 0 MICHELLE BROCK PRESIDENT ELECT 1.00 X X 0 0 0 R GORDON APPLEMAN DIRECTOR 1.00 X 0 0 0 REX G BAKER III IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 SHANNON H RATLIFF DIRECTOR 1.00 X 0 0 0 SONIA PEREZ DIRECTOR 1.00 X 0 0 0 THOMAS J PERICH VP AND TREASURER 1.00 X X 0 0 0 BRIAN T MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 ALFRED M MEYERSON DIRECTOR 1.00 X 0 0 0 TIM TAYLOR DIRECTOR 1.00 X 0 0 0 PAMELA P WILLEFORD DIRECTOR 1.00 X 0 0 0 SHERI DESPAIN EXECUTIVE DIRECTOR AND CFO 40.00 X 145441 0 18645 145441 0 18645 1 0 1 0 0 33822370 33822370 1001899 1001899 4044222 7075339 1844223 233362 2199999 6841977 9041976 9041976 OTHER INCOME 900099 171051 171051 171051 44037296 171051 0 10043875 33366010 33366010 30015 30015 164086 164086 117551 117551 11317 11317 20768 20768 26040 26040 13440 13440 25123 25123 88337 88337 53872 53872 7067 7067 ANNUITY PAYMENTS 2392415 2392415 CHANCELLOR'S BUSINESS E 240655 240655 STATE REGISTRATION EXPE 1995 1995 36558691 36029095 529596 0 2604949 3009860 5643107 10639574 101064 142433 8839 3078 642746 39433 9071 603313 43790227 54408458 11221003 4882831 63378260 73689547 986238 2274938 5643107 9640181 26325785 27418468 32955130 39333587 X 11906227 13343729 18516903 21012231 30423130 34355960 63378260 73689547 X 7478605 -2453096 -1092679 X X 0 1 X 1 0 X 21363590 19399196 20010155 35467858 33822370 130063169 21363590 19399196 20010155 35467858 33822370 130063169 10969264 119093905 672640 749781 772508 776891 1001899 3973719 2362 -500 166868 376398 171051 716179 134753067 0.88380 0.88240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 18791 33500 814481 1 1 9218555 20000 1659140 523624 10374071 9956216 10000 -241026 506635 9218555 9782286 10000 1687161 586119 10893328 9718188 20000 315218 368465 9684941 10098749 11966 -7552 384975 9718188 0.84190 0.15810 0 0 86508 86508 394096 1232 392864 58008 181 57827 104134 38020 66114 603313 INTEREST AND DIVIDENDS RECEIVABLE 933 LAND AND MINERALS 4881898 4882831 GIFT ANNUITIES 25644352 GIFT COMMITMENT IN EXCESS OF ANNUITY LIABILITY 1774116 27418468 40491521 -2453096 -1092679 -3545775 44037296 0 44037296 36558691 0 36558691 0 36558691 PART V, LINE 4: TO SUPPORT ACADEMIC ENDEAVORS AT THE VARIOUS INSTITUTIONS OF THE UT SYSTEM. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ACTUARIAL LIABILITY -1,399,494. CHANGE IN GIFT COMMITMENTS 306,815. 1 UNIVERSITY OF TEXAS ARLINGTON 701 SOUTH NEDDERMAN DRIVE ARLINGTON TX 76019 756000121 UT SYSTEM 668239 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS AUSTIN 2400 INNER CAMPUS DR AUSTIN TX 78712 746000203 UT SYSTEM 14697913 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS DALLAS 800 WEST CAMPBELL ROAD RICHARDSON TX 75080 751305566 UT SYSTEM 299015 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS EL PASO 500 W UNIVERSITY AVENUE EL PASO TX 79902 746000813 UT SYSTEM 26208 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOUSTON TX 77030 741761309 UT SYSTEM 576190 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 UT SYSTEM 2417132 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 741717115 UT SYSTEM 1898332 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 327037 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UT PERMIAN BASIN 4901 E UNIVERSITY ODESSA TX 79762 751393493 UT SYSTEM 242991 EDUCATIONAL/RESEARCH UT TYLER 3900 UNIVERSITY BLVD TYLER TX 75799 751396988 UT SYSTEM 229268 EDUCATIONAL/RESEARCH UTHSC TYLER 11937 US HIGHWAY 271 TYLER TX 75708 756001354 UT SYSTEM 502590 EDUCATIONAL/RESEARCH UTMB GALVESTON 301 UNIVERSITY BLVD GALVESTON TX 77555 746000949 UT SYSTEM 49524 EDUCATIONAL/RESEARCH UTMD ANDERSON 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 UT SYSTEM 11383293 EDUCATIONAL/RESEARCH UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 UT SYSTEM 43577 EDUCATIONAL/RESEARCH 14 FUNDS PROVIDED FOR STUDENT AND STAFF EMERGENCIES 58 30015 PART I, LINE 2: ALL GRANTS ARE MONITORED DIRECTLY BY THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS. X X 0 0 0 0 0 0 0 0 0 SHERI DESPAIN EXECUTIVE DIRECTOR AND CFO 145441 0 0 0 0 0 5817 0 12828 0 164086 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CFO AND EXECUTIVE DIRECTOR, THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES A CONFLICT OF INTEREST POLICY TO BE SIGNED ANNUALLY. NO CONFLICTS WERE NOTED. FORM 990, PART VI, SECTION B, LINE 15 COMPARABLE DATA IS GATHERED AS PART OF THE BUDGETING PROCESS, COMPENSATION IS REVIEWED BY THE TREASURER AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE ENTIRE BUDGET IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.ORG, THE ORGANIZATION'S WEBSITE AND BY REQUEST TO GRANTING ORGANIZATIONS. FORM 990, PART XI, LINE 9: CHANGE IN GIFT COMMITMENTS 306,815. CHANGE IN ACTUARIAL LIABILITY -1,399,494. FORM 990, PART XII, LINE 2C THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. UNIVERSITY OF TEXAS FOUNDATION NO I INC PO BOX 250 AUSTIN TX 78767 237109244 TO SUPPORT THE UNVERSITY OF TEXAS TX 501(C)(3) 5 N/A 0 UNIVERSITY OF TEXAS FOUNDATION NO 2 INC PO BOX 250 AUSTIN TX 78767 746173027 TO SUPPORT THE UNVERSITY OF TEXAS TX 501(C)(3) 5 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1