2015-07-28T13:53:36-05:00 2014-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2014-01-01 741587488 THE UNIVERSITY OF TEXAS FOUNDATION UNIV 5124738985 PO BOX 250 AUSTIN TX 787670250 SHERI DESPAIN CFO 5124733603 2015-07-23 1 SEAN HOLCOMB P01249221 5123703200 2014 2016-02-25 16:41:14Z SHANNON RATLIFF PO BOX 250 AUSTIN TX 787670250 20297364 0 X WWW.UTEXASFOUNDATION.ORG X 1967 TX TO PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS SYSTEM. 20 20 5 0 0 0 17448605 17718999 0 0 1625533 1952037 3579 626328 19077717 20297364 16325162 15931015 0 0 206019 212657 0 0 0 2832253 2802192 19363434 18945864 -285717 1351500 51336073 53727722 32633674 32572540 18702399 21155182 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. 0 0 15931015 15931015 EDUCATIONAL PURPOSE - GIFTS TO VARIOUS DEPARTMENTS AT THE UNIVERSITY OF TEXAS SYSTEM FOR VARIOUS EDUCATIONAL AND RESEARCH PROJECTS 2517288 PAYMENTS MADE TO MEET CONDITIONS OF GIFTS TO THE UNIVERSITY. 18448303 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 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 1 236 0 5 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 BARNHILL JR DIRECTOR 1.00 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 15.00 X 62677 0 0 SHERI DESPAIN CFO 22.00 X 81779 0 0 144456 0 0 0 0 0 0 0 X 17718999 1681483 17718999 758279 758279 1193758 0 1193758 1193758 1193758 2014 K-1 INC ALLOCATION-SEE SCH O 900099 5114394 5114394 MISCELLANEOUS INCOME 900099 13842 13842 PRIOR YR K-1 LOSS ALLOC-SEE SCH O 900099 -4501908 -4501908 626328 20297364 0 0 2578365 15906663 15906663 24352 24352 144456 144456 68201 68201 19351 19351 46642 46642 26345 26345 91147 91147 2588 2588 ANNUITY PAYMENTS 2517288 2517288 DISCRETIONARY EXPENSES 98831 98831 18945864 18448303 497561 0 1264865 1650783 4999344 5663469 66010 34291 7279 5883 29857 15360 3884 14497 44641862 44573038 352829 1785761 51336073 53727722 112999 635773 4999344 5663469 400000 0 27121331 26273298 32633674 32572540 X 3572855 5287119 6493866 7037734 8635678 8830329 18702399 21155182 51336073 53727722 X 1351500 865736 235547 X X 0 1 X 1 0 X 17519654 14693890 10557143 17448605 17718999 77938291 17519654 14693890 10557143 17448605 17718999 77938291 4303870 73634421 584850 594481 455257 859662 758279 3252529 17812 1890 5664 3579 626328 655273 81846093 0.89970 0.92070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 21511 40247 783176 1 1 9841827 216162 373547 244656 88131 10098749 9616547 148480 403296 242145 84351 9841827 9405240 35000 491841 235002 80532 9616547 9549980 29000 109094 198515 84319 9405240 8745688 50100 991481 145214 92075 9549980 0.85780 0.14220 0 0 29857 15360 14497 14497 GIFT ANNUITIES 24018428 GIFT COMMITMENT IN EXCESS OF ANNUITY LIABILITY 2254870 26273298 21398647 865736 848033 1713769 19684878 612486 612486 20297364 18945864 0 18945864 0 18945864 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. NORTH AMERICA 0 0 FUNDRAISING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 UNIVERSITY OF TEXAS AUSTIN 2400 INNER CAMPUS DR AUSTIN TX 78712 746000203 UT SYSTEM 5899239 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS M D ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 UT SYSTEM 4074104 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 UT SYSTEM 2352056 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 1191697 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOUSTON TX 77030 741761309 UT SYSTEM 82680 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 741717115 UT SYSTEM 890686 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS DALLAS 800 WEST CAMPBELL ROAD RICHARDSON TX 75080 751305566 UT SYSTEM 128512 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS ARLINGTON 701 SOUTH NEDDERMAN DRIVE ARLINGTON TX 76019 756000121 UT SYSTEM 98447 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS BROWNSVILLE 1 W UNIVERSITY BLVD BROWNSVILLE TX 78520 742759269 UT SYSTEM 462508 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS EL PASO 500 W UNIVERSITY AVENUE EL PASO TX 79902 746000813 UT SYSTEM 646232 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS PAN AMERICAN 1201 W UNIVERSITY DRIVE EDINBURG TX 78539 746002942 UT SYSTEM 50000 EDUCATIONAL/RESEARCH CARITAS OF AUSTIN PO BOX 1947 AUSTIN TX 787671947 741909670 501(C)(3) 5000 TO SUPPORT THOSE EXPERIENCING POVERTY SETON FUND 1201 WEST 38TH STREET AUSTIN TX 78705 742212968 501(C)(3) 5000 TO SUPPORT HEALTH MINISTRY IN CENTRAL TEXAS 13 FUNDS PROVIDED FOR STUDENT AND STAFF EMERGENCIES 33 24352 PART I, LINE 2: ALL GRANTS ARE MONITORED DIRECTLY BY THE UNIVERSITY OF TEXAS SYSTEM. X 1 1431783 FMV X EQUIPMENT 19 148003 FMV X EQUIPMENT 38 90401 FMV X EQUIPMENT 12 11296 FMV 4 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 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. 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 1 0 0 1 0 0 0 0