2016-08-23T08:49:39-05:00 2015-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2015-01-01 741587488 THE UNIVERSITY OF TEXAS FOUNDATION UNIV 5124738985 PO BOX 250 AUSTIN TX 787670250 SHERI DESPAIN CFO 5124733603 2016-08-14 1 SEAN HOLCOMB P01249221 5123703200 2015 2016-12-15 16:53:06Z SHANNON RATLIFF PO BOX 250 AUSTIN TX 787670250 27960932 0 X WWW.UTEXASFOUNDATION.ORG X 1967 TX TO PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS SYSTEM. 20 20 6 0 0 0 17718999 21363590 0 0 1952037 1825635 626328 59258 20297364 23248483 15931015 19386330 0 0 212657 247636 0 0 0 2802192 2770216 18945864 22404182 1351500 844301 53727722 54381469 32572540 34053986 21155182 20327483 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 19386330 19386330 EDUCATIONAL PURPOSE - GIFTS TO VARIOUS DEPARTMENTS AT THE UNIVERSITY OF TEXAS SYSTEM FOR VARIOUS EDUCATIONAL AND RESEARCH PROJECTS 2471331 PAYMENTS MADE TO MEET CONDITIONS OF GIFTS TO THE UNIVERSITY. 21857661 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 232 0 6 1 0 0 0 0 0 0 0 0 0 0 X 20 20 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 FRANK DENIUS 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 DIRECTOR 1.00 X 0 0 0 HECTOR DE LEON IMMEDIATE PAST PRESIDENT 1.00 X 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 PRESIDENT ELECT 1.00 X X 0 0 0 SHANNON H RATLIFF PRESIDENT 1.00 X X 0 0 0 HOWARD V ROSE DIRECTOR 1.00 X 0 0 0 JAMES A PRENTICE VICE PRESIDENT & TREASURER 1.00 X X 0 0 0 REX G BAKER III VICE PRESIDENT & SECRETARY 1.00 X X 0 0 0 JOHN W FAINTER JR DIRECTOR 1.00 X 0 0 0 JULIUS GLICKMAN DIRECTOR 1.00 X 0 0 0 BEN A DONNELL DIRECTOR 1.00 X 0 0 0 GARY R GURWITZ DIRECTOR 1.00 X 0 0 0 JOHN H MASSEY DIRECTOR 1.00 X 0 0 0 JAMES R HUFFINES DIRECTOR 1.00 X 0 0 0 PAUL J YOUNGDALE JR EXECUTIVE DIRECTOR 14.00 X 57000 0 0 SHERI DESPAIN CFO 25.00 X 89600 0 0 146600 0 0 0 0 0 0 0 21363590 146723 21363590 615744 615744 56896 56896 5922340 4712449 1209891 1209891 1209891 MISCELLANEOUS INCOME 900099 2362 2362 2362 23248483 0 0 1884893 19370802 19370802 15528 15528 146600 146600 101036 101036 24100 24100 38794 38794 29104 29104 83113 83113 5657 5657 ANNUITY PAYMENTS 2471331 2471331 DISCRETIONARY EXPENSES 115341 115341 STATE REGISTRATION EXPE 2776 2776 22404182 21857661 546521 0 1650783 2706655 5663469 6476727 34291 10000 5883 6297 38798 18553 14497 20245 44573038 43376276 1785761 1785269 53727722 54381469 635773 1682122 5663469 6476727 26273298 25895137 32572540 34053986 X 5287119 5259897 7037734 6225291 8830329 8842295 21155182 20327483 53727722 54381469 X 844301 -2050161 378161 X X 0 1 X 1 0 X 14693890 10557143 17448605 17718999 21363590 81782227 14693890 10557143 17448605 17718999 21363590 81782227 6450889 75331338 594481 455257 859662 758279 672640 3340319 1890 5664 3579 626328 2362 639823 85762369 0.87840 0.89970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 93726 748201 1 1 10098749 11966 -7552 384975 9718188 9841827 216162 373547 244656 88131 10098749 9616547 148480 403296 242145 84351 9841827 9405240 35000 491841 235002 80532 9616547 9549980 29000 109094 198515 84319 9405240 0.89260 0.10740 0 0 38798 18553 20245 20245 GIFT ANNUITIES 25135340 GIFT COMMITMENT IN EXCESS OF ANNUITY LIABILITY 759797 25895137 21576483 -2050161 378161 -1672000 23248483 0 23248483 22404182 0 22404182 0 22404182 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 -1,116,912. CHANGE IN GIFT COMMITMENTS 1,495,073. 1 UNIVERSITY OF TEXAS AUSTIN 2400 INNER CAMPUS DR AUSTIN TX 78712 746000203 UT SYSTEM 10039178 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS M D ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 UT SYSTEM 3506775 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 UT SYSTEM 2278099 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 921416 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOUSTON TX 77030 741761309 UT SYSTEM 146292 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 741717115 UT SYSTEM 901424 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS DALLAS 800 WEST CAMPBELL ROAD RICHARDSON TX 75080 751305566 UT SYSTEM 523862 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS ARLINGTON 701 SOUTH NEDDERMAN DRIVE ARLINGTON TX 76019 756000121 UT SYSTEM 118790 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS EL PASO 500 W UNIVERSITY AVENUE EL PASO TX 79902 746000813 UT SYSTEM 286351 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS PAN AMERICAN 1201 W UNIVERSITY DRIVE EDINBURG TX 78539 746002942 UT SYSTEM 15100 EDUCATIONAL/RESEARCH UT MEDICAL BRANCH GALVESTON 301 UNIVERSITY BLVD GALVESTON TX 77555 746000949 UT SYSTEM 11015 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS RIO GRANDE VALLEY 1201 WEST UNIVERSITY DR EDINBURG TX 785392999 465292740 UT SYSTEM 218500 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS TYLER 3900 UNIVERSITY BLVD TYLER TX 75799 751396988 UT SYSTEM 8267 EDUCATIONAL/RESEARCH UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 UT SYSTEM 45000 EDUCATIONAL/RESEARCH 14 FUNDS PROVIDED FOR STUDENT AND STAFF EMERGENCIES 27 15528 PART I, LINE 2: ALL GRANTS ARE MONITORED DIRECTLY BY THE UNIVERSITY OF TEXAS SYSTEM. X 1083 146723 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 1,495,073. CHANGE IN ACTUARIAL LIABILITY -1,116,912. FORM 990, PART XI, 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