2018-09-24T14:38:14-05:00 2017-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2017-01-01 741587488 THE UNIVERSITY OF TEXAS FOUNDATION UNIV 5124738985 PO BOX 250 AUSTIN TX 787670250 SHERI DESPAIN EXECUTIVE DIRECTOR & CFO 5124733603 2018-09-14 1 SEAN HOLCOMB P01249221 5123703200 168.215.174.114 2018-09-14 09:38:23 CD P ECF895DA196A24E08FABA75D5BF5FF019985B7DB A1DF45A4B9F1B54CB62709DB98B33E12359C108B 2017 2018-06-14 16:35:46Z REX G BAKER III PO BOX 250 AUSTIN TX 787670250 23368933 0 X WWW.UTEXASFOUNDATION.ORG X 1967 TX TO PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS SYSTEM. 21 21 5 0 0 0 19399196 20010155 0 0 1424358 1748683 52649 166868 20876203 21925706 19781852 19086753 0 0 278595 236162 0 0 0 3004196 2673119 23064643 21996034 -2188440 -70328 51559719 53709524 34135321 32849930 17424398 20859594 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 19086753 19086753 EDUCATIONAL PURPOSE - GIFTS TO VARIOUS DEPARTMENTS AT THE UNIVERSITY OF TEXAS SYSTEM FOR VARIOUS EDUCATIONAL AND RESEARCH PROJECTS 2398871 PAYMENTS MADE TO MEET CONDITIONS OF GIFTS TO THE UNIVERSITY. 21485624 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 234 0 5 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 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 PO BOX 250 AUSTIN TX 78767 R GORDON APPLEMAN DIRECTOR 1.00 X 0 0 0 MICHAEL L COOK DIRECTOR 1.00 X 0 0 0 JOHN STUART III DIRECTOR 1.00 X 0 0 0 MICHELLE BROCK VICE PRESIDENT/SECRETARY 1.00 X X 0 0 0 HECTOR DE LEON DIRECTOR 1.00 X 0 0 0 CHARLES W MATTHEWS JR DIRECTOR 1.00 X 0 0 0 JAMES W MCCARTNEY DIRECTOR 1.00 X 0 0 0 J MARK MCLAUGHLIN DIRECTOR 1.00 X 0 0 0 MELINDA HILL PERRIN DIRECTOR 1.00 X 0 0 0 SHANNON H RATLIFF IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JAMES A PRENTICE PRESIDENT ELECT 1.00 X X 0 0 0 REX G BAKER III PRESIDENT 1.00 X X 0 0 0 JOHN W FAINTER JR VICE PRESIDENT/TREASURER 1.00 X X 0 0 0 JAMES R HUFFINES DIRECTOR 1.00 X 0 0 0 SONIA PEREZ DIRECTOR 1.00 X 0 0 0 FRANK DENIUS DIRECTOR 1.00 X 0 0 0 ANNIE HOLAND MILLER DIRECTOR 1.00 X 0 0 0 BETSY CHADDERDON FRANTZ DIRECTOR 1.00 X 0 0 0 WILL O'HARA DIRECTOR 1.00 X 0 0 0 NOLAN E PEREZ DIRECTOR 1.00 X 0 0 0 THOMAS J PERICH DIRECTOR 1.00 X 0 0 0 SHERI DESPAIN EXECUTIVE DIRECTOR AND CFO 30.00 X 111525 0 4461 111525 0 4461 1 0 0 0 0 31698 19978457 171940 20010155 772508 772508 2384750 1408575 976175 976175 976175 34652 31698 34652 0 OTHER INCOME 900099 166868 166868 166868 21925706 166868 0 1748683 19072223 19072223 14530 14530 115986 115986 120176 120176 21583 21583 13394 13394 8363 8363 113256 113256 8458 8458 ANNUITY PAYMENTS 2398871 2398871 CHANCELLOR'S BUSINESS E 106075 106075 STATE REGISTRATION EXPE 3119 3119 21996034 21485624 510410 0 1366278 966959 7084604 6291216 817957 37429 6308 6306 42929 30223 19496 12706 41593081 45723706 671995 671202 51559719 53709524 553523 76360 7084604 6291216 26497194 26482354 34135321 32849930 X 4321339 4833792 4240764 7153507 8862295 8872295 17424398 20859594 51559719 53709524 X -70328 3490684 14840 X X 0 1 X 1 0 X 17448605 17718999 21363590 19399196 20010155 95940545 17448605 17718999 21363590 19399196 20010155 95940545 8887367 87053178 859662 758279 672640 749781 772508 3812870 3579 626328 2362 -500 166868 798637 100552052 0.86580 0.86240 X 3 25572 70493 802419 1 1 9782286 10000 1687161 586119 10893328 9718188 20000 315218 368465 9684941 10098749 11966 -7552 384975 9718188 9841827 216162 373547 244656 88131 10098749 9616547 148480 403296 242145 84351 9841827 0.79900 0.20100 0 0 42929 30223 12706 12706 GIFT ANNUITIES 24978344 GIFT COMMITMENT IN EXCESS OF ANNUITY LIABILITY 1504010 26482354 25431230 3490684 14840 3505524 21925706 0 21925706 21996034 0 21996034 0 21996034 PART V, LINE 4: TO SUPPORT ACADEMIC ENDEAVORS AT THE VARIOUS INSTITUTIONS OF THE UT SYSTEM. PART V, LINE 1A: AN ADJUSTMENT WAS MADE TO THE BEGINNING BALANCE OF THE ENDOWMENT FUND TO INCLUDE AN ENDOWMENT THAT HAS ERRONEOUSLY NOT BEEN INCLUDED IN THE PAST. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ACTUARIAL LIABILITY 1,806,526. CHANGE IN GIFT COMMITMENTS -1,791,686. MD ANDERSON FUNDRAISER 66350 31698 34652 34652 66350 31698 34652 34652 34652 0 1 UNIVERSITY OF TEXAS AUSTIN 2400 INNER CAMPUS DR AUSTIN TX 78712 746000203 UT SYSTEM 6800722 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS M D ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 UT SYSTEM 6686238 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 UT SYSTEM 1862666 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 1472535 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOUSTON TX 77030 741761309 UT SYSTEM 773793 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 741717115 UT SYSTEM 634282 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS DALLAS 800 WEST CAMPBELL ROAD RICHARDSON TX 75080 751305566 UT SYSTEM 340685 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS ARLINGTON 701 SOUTH NEDDERMAN DRIVE ARLINGTON TX 76019 756000121 UT SYSTEM 132279 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS EL PASO 500 W UNIVERSITY AVENUE EL PASO TX 79902 746000813 UT SYSTEM 129350 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS TYLER 3900 UNIVERSITY BLVD TYLER TX 75799 751396988 UT SYSTEM 20583 EDUCATIONAL/RESEARCH UT PERMIAN BASIN 4901 E UNIVERSITY ODESSA TX 79762 751393493 UT SYSTEM 182293 EDUCATIONAL/RESEARCH 11 FUNDS PROVIDED FOR STUDENT AND STAFF EMERGENCIES 28 14530 PART I, LINE 2: ALL GRANTS ARE MONITORED DIRECTLY BY THE UNIVERSITY OF TEXAS SYSTEM. X 3 171940 MARKET QUOTATIONS 0 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 COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. 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 -3,708,534. CHANGE IN ACTUARIAL LIABILITY 3,723,374. 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