UNIVERSITY OF TEXAS FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF TEXAS FOUNDATION (EIN 74-1587488)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-28
- IRS object ID
- 201502099349300145
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-28T13:53:36-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742900215 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXWELL LOCKE & RITTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CONGRESS AVENUE SUITE 1100 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787019682 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741587488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF TEXAS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5124738985 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 250 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787670250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERI DESPAIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5124733603 | PhoneNum |
| Signature | 2015-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN HOLCOMB | PreparerPersonNm |
| PTIN | P01249221 | PTIN |
| Phone | 5123703200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHANNON RATLIFF | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 250 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 787670250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,297,364 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UTEXASFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,448,605 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,718,999 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,625,533 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,952,037 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,579 | PYOtherRevenueAmt |
| CY Other Revenue | $626,328 | CYOtherRevenueAmt |
| PY Total Revenue | $19,077,717 | PYTotalRevenueAmt |
| CY Total Revenue | $20,297,364 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,325,162 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,931,015 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $206,019 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $212,657 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,832,253 | PYOtherExpensesAmt |
| CY Other Expenses | $2,802,192 | CYOtherExpensesAmt |
| PY Total Expenses | $19,363,434 | PYTotalExpensesAmt |
| CY Total Expenses | $18,945,864 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$285,717 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,351,500 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $51,336,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,727,722 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,633,674 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,572,540 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,702,399 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,155,182 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF TEXAS SYSTEM, INCLUDING ALL OF ITS BRANCHES, DEPARTMENTS, SCHOOLS AND COLLEGES AT ITS FIFTEEN INSTITUTIONS, TO IMPROVE ITS RESEARCH, TEACHING, SCHOLARSHIP, FACULTIES AND FACILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,931,015 | ExpenseAmt |
| Grant | $15,931,015 | GrantAmt |
| Desc | EDUCATIONAL PURPOSE - GIFTS TO VARIOUS DEPARTMENTS AT THE UNIVERSITY OF TEXAS SYSTEM FOR VARIOUS EDUCATIONAL AND RESEARCH PROJECTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,517,288 | ExpenseAmt |
| Desc | PAYMENTS MADE TO MEET CONDITIONS OF GIFTS TO THE UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,448,303 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 236 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERI DESPAIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5124738985 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 250 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78767 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| R GORDON APPLEMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK DENIUS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL L COOK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN STUART III | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE BROCK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HECTOR DE LEON | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARLES W MATTHEWS JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES W MCCARTNEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J MARK MCLAUGHLIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELINDA HILL PERRIN | ||||||
| PRESIDENT ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SHANNON H RATLIFF | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HOWARD V ROSE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES A PRENTICE | ||||||
| VICE PRESIDENT & TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REX G BAKER III | ||||||
| VICE PRESIDENT & SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN W BARNHILL JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN W FAINTER JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIUS GLICKMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEN A DONNELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY R GURWITZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN H MASSEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES R HUFFINES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL J YOUNGDALE JR | ||||||
| EXECUTIVE DIRECTOR | 15.00 | $62,677 | $0 | $0 | Yes (X) | |
| SHERI DESPAIN | ||||||
| CFO | 22.00 | $81,779 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $144,456 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $17,718,999 | AllOtherContributionsAmt |
| Noncash Contributions | $1,681,483 | NoncashContributionsAmt |
| Total Contributions | $17,718,999 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $758,279 | TotalRevenueColumnAmt |
| Exclusion | $758,279 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,193,758 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,193,758 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,193,758 | TotalRevenueColumnAmt |
| Exclusion | $1,193,758 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| 2014 K-1 INC ALLOCATION-SEE SCH O | 900099 | $5,114,394 | $5,114,394 |
| MISCELLANEOUS INCOME | 900099 | $13,842 | $13,842 |
| PRIOR YR K-1 LOSS ALLOC-SEE SCH O | 900099 | -$4,501,908 | -$4,501,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $626,328 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,297,364 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,578,365 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,906,663 | TotalAmt |
| Program Services | $15,906,663 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,352 | TotalAmt |
| Program Services | $24,352 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,456 | TotalAmt |
| Management And General | $144,456 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,201 | TotalAmt |
| Management And General | $68,201 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,351 | TotalAmt |
| Management And General | $19,351 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,642 | TotalAmt |
| Management And General | $46,642 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,345 | TotalAmt |
| Management And General | $26,345 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,147 | TotalAmt |
| Management And General | $91,147 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,588 | TotalAmt |
| Management And General | $2,588 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ANNUITY PAYMENTS | $2,517,288 | $2,517,288 | |
| DISCRETIONARY EXPENSES | $98,831 | $98,831 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,945,864 | TotalAmt |
| Program Services | $18,448,303 | ProgramServicesAmt |
| Management And General | $497,561 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,264,865 | BOYAmt |
| EOY | $1,650,783 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,999,344 | BOYAmt |
| EOY | $5,663,469 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,010 | BOYAmt |
| EOY | $34,291 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,279 | BOYAmt |
| EOY | $5,883 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,857 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,360 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,884 | BOYAmt |
| EOY | $14,497 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,641,862 | BOYAmt |
| EOY | $44,573,038 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,829 | BOYAmt |
| EOY | $1,785,761 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,336,073 | BOYAmt |
| EOY | $53,727,722 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,999 | BOYAmt |
| EOY | $635,773 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,999,344 | BOYAmt |
| EOY | $5,663,469 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,121,331 | BOYAmt |
| EOY | $26,273,298 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,633,674 | BOYAmt |
| EOY | $32,572,540 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,572,855 | BOYAmt |
| EOY | $5,287,119 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,493,866 | BOYAmt |
| EOY | $7,037,734 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,635,678 | BOYAmt |
| EOY | $8,830,329 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,702,399 | BOYAmt |
| EOY | $21,155,182 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,336,073 | BOYAmt |
| EOY | $53,727,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,351,500 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $865,736 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $235,547 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,519,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,693,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,557,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,448,605 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,718,999 | CurrentTaxYearAmt |
| Total | $77,938,291 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,519,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,693,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,557,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,448,605 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,718,999 | CurrentTaxYearAmt |
| Total | $77,938,291 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,303,870 | SubstantialContributorsTotAmt |
| Public Support Total170 | $73,634,421 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $584,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $594,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $455,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $859,662 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $758,279 | CurrentTaxYearAmt |
| Total | $3,252,529 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $626,328 | CurrentTaxYearAmt |
| Total | $655,273 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $81,846,093 | TotalSupportAmt |
| Public Support CY170 | 0.89970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92070 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $21,511 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $40,247 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $783,176 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,841,827 | BeginningYearBalanceAmt |
| Contributions | $216,162 | ContributionsAmt |
| Investment Earnings Or Losses | $373,547 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $244,656 | OtherExpendituresAmt |
| Administrative Expenses | $88,131 | AdministrativeExpensesAmt |
| End Year Balance | $10,098,749 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,616,547 | BeginningYearBalanceAmt |
| Contributions | $148,480 | ContributionsAmt |
| Investment Earnings Or Losses | $403,296 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $242,145 | OtherExpendituresAmt |
| Administrative Expenses | $84,351 | AdministrativeExpensesAmt |
| End Year Balance | $9,841,827 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,405,240 | BeginningYearBalanceAmt |
| Contributions | $35,000 | ContributionsAmt |
| Investment Earnings Or Losses | $491,841 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $235,002 | OtherExpendituresAmt |
| Administrative Expenses | $80,532 | AdministrativeExpensesAmt |
| End Year Balance | $9,616,547 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,549,980 | BeginningYearBalanceAmt |
| Contributions | $29,000 | ContributionsAmt |
| Investment Earnings Or Losses | $109,094 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $198,515 | OtherExpendituresAmt |
| Administrative Expenses | $84,319 | AdministrativeExpensesAmt |
| End Year Balance | $9,405,240 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,745,688 | BeginningYearBalanceAmt |
| Contributions | $50,100 | ContributionsAmt |
| Investment Earnings Or Losses | $991,481 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $145,214 | OtherExpendituresAmt |
| Administrative Expenses | $92,075 | AdministrativeExpensesAmt |
| End Year Balance | $9,549,980 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.85780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,857 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,360 | DepreciationAmt |
| Book Value | $14,497 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,497 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITIES | $24,018,428 |
| GIFT COMMITMENT IN EXCESS OF ANNUITY LIABILITY | $2,254,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,273,298 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $21,398,647 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $865,736 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $848,033 | OtherRevenueAmt |
| Revenue Not Reported | $1,713,769 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,684,878 | RevenueSubtotalAmt |
| Other Revenues Not Included | $612,486 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $612,486 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,297,364 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,945,864 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,945,864 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,945,864 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 1,863,097. CHANGE IN GIFT COMMITMENTS -1,015,064. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET K-1 ALLOCATIONS FROM LIMITED PARTNERSHIP 612,486. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | FUNDRAISING | TypeOfActivitiesConductedTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF TEXAS AUSTIN | |||||||
| 2400 INNER CAMPUS DR | AUSTIN | TX | 78712 | 746000203 | UT SYSTEM | $5,899,239 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF TEXAS M D ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | 746001118 | UT SYSTEM | $4,074,104 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO | |||||||
| 7703 FLOYD CURL DR | SAN ANTONIO | TX | 78229 | 741586031 | UT SYSTEM | $2,352,056 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF TEXAS SYSTEM | |||||||
| 601 COLORADO ST | AUSTIN | TX | 78701 | 746000203 | UT SYSTEM | $1,191,697 | EDUCATIONAL/RESEARCH AND SCHOLARSHIPS |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON | |||||||
| 7000 FANNIN SUITE 1200 | HOUSTON | TX | 77030 | 741761309 | UT SYSTEM | $82,680 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF TEXAS SAN ANTONIO | |||||||
| 1 UTSA CIRCLE | SAN ANTONIO | TX | 78249 | 741717115 | UT SYSTEM | $890,686 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF TEXAS DALLAS | |||||||
| 800 WEST CAMPBELL ROAD | RICHARDSON | TX | 75080 | 751305566 | UT SYSTEM | $128,512 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF TEXAS ARLINGTON | |||||||
| 701 SOUTH NEDDERMAN DRIVE | ARLINGTON | TX | 76019 | 756000121 | UT SYSTEM | $98,447 | EDUCATIONAL/RESEARCH AND SCHOLARSHIPS |
| UNIVERSITY OF TEXAS BROWNSVILLE | |||||||
| 1 W UNIVERSITY BLVD | BROWNSVILLE | TX | 78520 | 742759269 | UT SYSTEM | $462,508 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF TEXAS EL PASO | |||||||
| 500 W UNIVERSITY AVENUE | EL PASO | TX | 79902 | 746000813 | UT SYSTEM | $646,232 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF TEXAS PAN AMERICAN | |||||||
| 1201 W UNIVERSITY DRIVE | EDINBURG | TX | 78539 | 746002942 | UT SYSTEM | $50,000 | EDUCATIONAL/RESEARCH |
| CARITAS OF AUSTIN | |||||||
| PO BOX 1947 | AUSTIN | TX | 787671947 | 741909670 | 501(C)(3) | $5,000 | TO SUPPORT THOSE EXPERIENCING POVERTY |
| SETON FUND | |||||||
| 1201 WEST 38TH STREET | AUSTIN | TX | 78705 | 742212968 | 501(C)(3) | $5,000 | TO SUPPORT HEALTH MINISTRY IN CENTRAL TEXAS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FUNDS PROVIDED FOR STUDENT AND STAFF EMERGENCIES | GrantTypeTxt |
| Recipient | 33 | RecipientCnt |
| Cash Grant | $24,352 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS ARE MONITORED DIRECTLY BY THE UNIVERSITY OF TEXAS SYSTEM. | ExplanationTxt |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,431,783 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 19 | $148,003 | FMV |
| Yes (X) | EQUIPMENT | 38 | $90,401 | FMV |
| Yes (X) | EQUIPMENT | 12 | $11,296 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 VIII, LINES 11A AND 11C: | IN 2014, THE FOUNDATION RECEIVED A CASH DISTRIBUTION IN THE AMOUNT OF $612,486 FROM A LIMITED PARTNERSHIP INTEREST. THE 2014 FORM K-1 RECEIVED FROM THE LIMITED PARTNERSHIP REPORTED OTHER INCOME (LINE 11) IN THE AMOUNT OF $5,114,394. THE K-1 FORMS RECEIVED FROM THE LIMITED PARTNERSHIP IN YEARS PRIOR TO 2014 REPORTED CUMULATIVE NET LOSS ALLOCATIONS IN THE AMOUNT OF $4,501,908, FOR A NET ALLOCATION OF $612,486 TO THE FOUNDATION FROM THE LIMITED PARTNERSHIP. THESE PRIOR LOSSES ARE REPORTED HERE SINCE THEY WERE NOT PREVIOUSLY REPORTED AND SINCE THE FOUNDATION DID NOT HAVE AT-RISK BASIS IN THE LIMITED PARTNERSHIP TO REPORT THESE LOSSES PRIOR TO 2014. THERE IS NO UNRELATED BUSINESS INCOME TAX (UBIT) RESULTING FROM THESE INCOME OR LOSS ALLOCATIONS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN GIFT COMMITMENTS -1,015,064. CHANGE IN ACTUARIAL LIABILITY 1,863,097. NET K-1 ALLOCATIONS FROM LIMITED PARTNERSHIP -612,486. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |