UNIVERSITY OF COLORADO FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF COLORADO FOUNDATION (EIN 84-6049811)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-05
- IRS object ID
- 201520369349301102
- Schema version
- 2013v4.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-05T14:08:35-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461497033 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EKS&H LLLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 400 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802372521 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846049811 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF COLORADO FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3038137935 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 GRANT STREET SUITE 725 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80203 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK FINLAW | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 3038137935 | PhoneNum |
| Signature | 2015-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | DAN B PALMQUIST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 GRANT STREET SUITE 725 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $390,875,051 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CUFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TO RECEIVE, MANAGE, AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF COLORADO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 248 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | -$253,534 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,454,685 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $127,619,327 | PYContributionsGrantsAmt |
| CY Contributions Grants | $148,897,892 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,624,701 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,922,720 | CYProgramServiceRevenueAmt |
| PY Investment Income | $54,141,948 | PYInvestmentIncomeAmt |
| CY Investment Income | $77,873,795 | CYInvestmentIncomeAmt |
| PY Other Revenue | $959,295 | PYOtherRevenueAmt |
| CY Other Revenue | $387,843 | CYOtherRevenueAmt |
| PY Total Revenue | $190,345,271 | PYTotalRevenueAmt |
| CY Total Revenue | $230,082,250 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $116,341,901 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $109,171,590 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,705,969 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,580,290 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $795,704 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $828,875 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,539,708 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,944,426 | PYOtherExpensesAmt |
| CY Other Expenses | $28,390,904 | CYOtherExpensesAmt |
| PY Total Expenses | $147,788,000 | PYTotalExpensesAmt |
| CY Total Expenses | $140,971,659 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $42,557,271 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $89,110,591 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,327,866,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,570,759,090 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $310,839,829 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $367,503,495 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,017,026,393 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,203,255,595 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO RECEIVE, MANAGE, AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF COLORADO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $109,171,590 | ExpenseAmt |
| Grant | $109,171,590 | GrantAmt |
| Revenue | $2,922,720 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $109,171,590 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 248 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN B PALMQUIST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3038137905 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 GRANT STREET SUITE 725 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80203 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANDREW J SAFIR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETSY A MANGONE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL A EKLUND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID C BAKER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN F WOOD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EARL L WRIGHT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD A OSBORNE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDRICK J BRADFORD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY R ANDERSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES CT LINFIELD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANDELL T ALLEN-DAVIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEREMY O MAY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN L POSSEHL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KILE MORGAN JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET M BATHGATE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL F IMHOFF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD W LAWRENCE | |||||||
| PRESIDENT & CEO - TERM ENDED 12/2013 | 40.00 | Yes (X) | $626,645 | $0 | $31,091 | Yes (X) | |
| A KELLER YOUNG ESQ | |||||||
| VP & GENERAL COUNSEL | 40.00 | $137,200 | $0 | $24,369 | Yes (X) | ||
| DAN B PALMQUIST | |||||||
| VP & CHIEF FINANCIAL OFFICER | 40.00 | $152,187 | $0 | $9,418 | Yes (X) | ||
| SCOTT DUNN | |||||||
| CONTROLLER | 40.00 | $90,019 | $0 | $21,595 | Yes (X) | ||
| BARBARA DURAN | |||||||
| BOARD RELATIONS MANAGER | 33.00 | $120,293 | $0 | $9,475 | Yes (X) | ||
| CHERYL J KISLING | |||||||
| VP DEVELOPMENT | 20.00 | $119,279 | $0 | $9,960 | Yes (X) | ||
| DAVID CHADWICK | |||||||
| VP REAL ESTATE | 40.00 | $174,085 | $0 | $16,162 | Yes (X) | ||
| DENNIS PIPER | |||||||
| FORMER VP & CHIEF FINANCIAL OFFICER | 30.00 | $175,048 | $0 | $20,534 | Yes (X) | ||
| USHA RAMAMURTHY | |||||||
| DIRECTOR - GIFT PROCESSING | 20.00 | $120,102 | $0 | $7,216 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,714,858 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $149,820 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PERELLA WEINBERG PARTNERS | |||||
| 7979 E TUFTS AVENUE | DENVER | CO | 80237 | INVESTMENT MANAGER | $2,506,515 |
| BAUPOST VALUE PARTNERS | |||||
| 10 ST JAMES AVENUE SUITE 1700 | BOSTON | MA | 02116 | INVESTMENT MANAGER | $954,853 |
| RUFFALO CODY LLC | |||||
| 65 KIRKWOOD N ROAD SW | CEDAR RAPIDS | IA | 52406 | CALL CENTER SERVICES | $895,757 |
| HARBOURVEST INTL PE | |||||
| ONE FINANCIAL CENTER 44TH FLOOR | BOSTON | MA | 02111 | INVESTMENT MANAGER | $571,885 |
| EAGLE CAPITAL MANAGEMENT LLC | |||||
| 499 PARK AVE 17TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGER | $459,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 34 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $148,897,892 | AllOtherContributionsAmt |
| Noncash Contributions | $14,659,511 | NoncashContributionsAmt |
| Total Contributions | $148,897,892 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DVLPMT SVC FEE - INVST | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $2,922,720 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,922,720 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,922,720 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,014,701 | TotalRevenueColumnAmt |
| Exclusion | $15,014,701 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80 | TotalRevenueColumnAmt |
| Exclusion | $80 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $112,292 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $112,292 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,292 | TotalRevenueColumnAmt |
| Exclusion | $112,292 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $223,651,895 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $160,792,801 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,859,094 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,859,094 | TotalRevenueColumnAmt |
| Exclusion | $62,859,094 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| OTHER REVENUE | 611710 | $456,138 | $456,138 | ||
| DUES REVENUE | 611710 | $72,867 | $72,867 | ||
| UBIT REVENUE | 523000 | -$253,534 | -$253,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $275,471 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $230,082,250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,995,587 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$253,534 | UnrelatedBusinessRevenueAmt |
| Exclusion | $78,442,305 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,171,590 | TotalAmt |
| Program Services | $109,171,590 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,306 | TotalAmt |
| Management And General | $955,306 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,314 | TotalAmt |
| Management And General | $1,041,312 | ManagementAndGeneralAmt |
| Fundraising | $77,002 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,203 | TotalAmt |
| Management And General | $84,203 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,231 | TotalAmt |
| Management And General | $259,721 | ManagementAndGeneralAmt |
| Fundraising | $16,510 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,236 | TotalAmt |
| Management And General | $136,047 | ManagementAndGeneralAmt |
| Fundraising | $10,189 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,421 | TotalAmt |
| Management And General | $216,421 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,431 | TotalAmt |
| Management And General | $112,431 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,875 | TotalAmt |
| Fundraising | $828,875 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,171,631 | TotalAmt |
| Management And General | $10,171,631 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,516,134 | TotalAmt |
| Management And General | $242,320 | ManagementAndGeneralAmt |
| Fundraising | $15,273,814 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,633 | TotalAmt |
| Management And General | $11,660 | ManagementAndGeneralAmt |
| Fundraising | $2,973 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,419 | TotalAmt |
| Management And General | $379,627 | ManagementAndGeneralAmt |
| Fundraising | $5,792 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,146 | TotalAmt |
| Management And General | $612,646 | ManagementAndGeneralAmt |
| Fundraising | $5,500 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,750 | TotalAmt |
| Management And General | $624,665 | ManagementAndGeneralAmt |
| Fundraising | $85 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,916 | TotalAmt |
| Management And General | $18,824 | ManagementAndGeneralAmt |
| Fundraising | $3,092 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,045 | TotalAmt |
| Management And General | $16,570 | ManagementAndGeneralAmt |
| Fundraising | $1,475 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,452 | TotalAmt |
| Management And General | $285,730 | ManagementAndGeneralAmt |
| Fundraising | $309,722 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| TEMPORARY LABOR | $39,211 | $39,211 | |
| OTHER EXPENSES | $22,132 | $17,453 | $4,679 |
| SUBSCRIPTIONS | $20,652 | $20,652 | |
| DUES/MEMBERSHIP | $13,931 | $13,931 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,971,659 | TotalAmt |
| Program Services | $109,171,590 | ProgramServicesAmt |
| Management And General | $15,260,361 | ManagementAndGeneralAmt |
| Fundraising | $16,539,708 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,032,323 | BOYAmt |
| EOY | $17,291,220 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,816,890 | BOYAmt |
| EOY | $77,092,173 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,659 | BOYAmt |
| EOY | $486,558 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,035,965 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,975,925 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,685,162 | BOYAmt |
| EOY | $1,060,040 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,932,947 | BOYAmt |
| EOY | $877,488,381 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,053,010 | BOYAmt |
| EOY | $545,226,272 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,297,231 | BOYAmt |
| EOY | $52,114,446 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,327,866,222 | BOYAmt |
| EOY | $1,570,759,090 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,744,170 | BOYAmt |
| EOY | $9,159,496 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,095,659 | BOYAmt |
| EOY | $358,343,999 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,839,829 | BOYAmt |
| EOY | $367,503,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,297,904 | BOYAmt |
| EOY | $74,445,161 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,738,137 | BOYAmt |
| EOY | $702,077,690 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,990,352 | BOYAmt |
| EOY | $426,732,744 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,017,026,393 | BOYAmt |
| EOY | $1,203,255,595 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,327,866,222 | BOYAmt |
| EOY | $1,570,759,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $89,110,591 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $93,504,309 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,614,302 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $87,430,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,076,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,240,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,619,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $148,897,892 | CurrentTaxYearAmt |
| Total | $573,265,300 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,430,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,076,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,240,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,619,327 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $148,897,892 | CurrentTaxYearAmt |
| Total | $573,265,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,697,350 | SubstantialContributorsTotAmt |
| Public Support Total170 | $543,567,950 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,603,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,924,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,469,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,512,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,127,073 | CurrentTaxYearAmt |
| Total | $65,636,560 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $287,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,040,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $505,135 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $529,005 | CurrentTaxYearAmt |
| Total | $2,362,082 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $641,263,942 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $32,410,638 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84770 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86000 | 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 C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $130,800,028 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $130,800,028 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $14,000 | 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 | $747,137,724 | BeginningYearBalanceAmt |
| Contributions | $40,546,478 | ContributionsAmt |
| Investment Earnings Or Losses | $141,477,696 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $35,198,544 | OtherExpendituresAmt |
| End Year Balance | $893,963,354 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $649,980,421 | BeginningYearBalanceAmt |
| Contributions | $45,631,282 | ContributionsAmt |
| Investment Earnings Or Losses | $86,385,196 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,859,175 | OtherExpendituresAmt |
| End Year Balance | $747,137,724 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $656,299,418 | BeginningYearBalanceAmt |
| Contributions | $29,193,171 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,456,902 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $27,055,266 | OtherExpendituresAmt |
| End Year Balance | $649,980,421 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $555,234,839 | BeginningYearBalanceAmt |
| Contributions | $25,771,427 | ContributionsAmt |
| Investment Earnings Or Losses | $106,541,790 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $31,248,638 | OtherExpendituresAmt |
| End Year Balance | $656,299,418 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $491,461,459 | BeginningYearBalanceAmt |
| Contributions | $33,471,161 | ContributionsAmt |
| Investment Earnings Or Losses | $60,812,332 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,510,113 | OtherExpendituresAmt |
| End Year Balance | $555,234,839 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03480 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43440 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.53080 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $517,078 | OtherCostOrOtherBasisAmt |
| Book Value | $517,078 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,790,809 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,582,507 | DepreciationAmt |
| Book Value | $208,302 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $678,594 | OtherCostOrOtherBasisAmt |
| Depreciation | $626,508 | DepreciationAmt |
| Book Value | $52,086 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,005,466 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,740,369 | DepreciationAmt |
| Book Value | $265,097 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,044,018 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,026,541 | DepreciationAmt |
| Book Value | $17,477 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,060,040 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $175,571,342 | F |
| LONG/SHORT HEDGE FUNDS | $56,402,921 | F |
| ABSOLUTE RETURNS FUNDS | $105,905,857 | F |
| VENTURE CAPITAL | $71,795,323 | F |
| OIL AND GAS | $29,623,348 | F |
| OTHER | $971,748 | F |
| REAL ESTATE | $75,070,528 | F |
| CASH AND CASH EQUIVALENTS | $17,084,292 | F |
| COMMODITIES | $12,800,913 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $545,226,272 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE LIABILITY | $256,060 |
| FUNDS HELD IN TRUST FOR OTHERS | $2,730,537 |
| LIABILITIES UNDER SPLIT INTEREST | $21,347,718 |
| CUSTODIAL FUNDS | $334,009,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $358,343,999 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $317,029,230 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $93,504,309 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,360,768 | OtherRevenueAmt |
| Revenue Not Reported | $96,865,077 | RevenueNotReportedAmt |
| Revenue Subtotal | $220,164,153 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,171,631 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$253,534 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,918,097 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $230,082,250 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $130,800,028 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $130,800,028 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,171,631 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $10,171,631 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $140,971,659 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT FUNDS INCLUDE DONOR RESTRICTED PURE AND QUASI-ENDOWMENT FUNDS, AND BOARD-DESIGNATED ENDOWMENT FUNDS. THESE ENDOWMENTS ARE MANAGED IN ACCORDANCE WITH THE FOUNDATION BOARD APPROVED SPENDING POLICY, AND DISTRIBUTIONS FROM THESE ENDOWMENTS ARE MADE IN ACCORDANCE WITH SUCH POLICY AND ARE AVAILABLE TO THE UNIVERSITY OF COLORADO TO SUPPORT ITS PROGRAMS AND OPERATIONS, IN ACCORDANCE WITH THE APPLICABLE DONORS' RESTRICTIONS. |
| PART X, LINE 2: | THE FOUNDATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF JUNE 30, 2014 OR 2013. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED AS GENERAL AND ADMINISTRATIVE EXPENSES. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2014 OR 2013. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION INCLUDE 2010 THROUGH THE CURRENT YEAR FOR FEDERAL AND STATE RETURNS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 3,360,768. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | UNRELATED BUSINESS INCOME -253,534. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| EAST ASIA AND THE PACIFIC - | INVESTMENTS | $8,853,000 |
| CENTRAL AMERICA AND THE CARIBBEAN - | INVESTMENTS | $33,232,000 |
| 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 | $42,085,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $42,085,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION DOES NOT PROVIDE GRANTS OR OTHER ASSISTANCE OUTSIDE OF THE UNITED STATES. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUFFALO CODY LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD NORTH ROAD SW | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | OPER/MANAGE CALL CENTER | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,079,731 | GrossReceiptsAmt |
| Retained By Contractor | $828,875 | RetainedByContractorAmt |
| Net To Organization | $250,856 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,079,731 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $828,875 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $250,856 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF COLORADO | |||||||||
| 1800 GRANT ST SUITE 800 | DENVER | CO | 80203 | 846000555 | 501(C)(3) | $106,838,818 | $1,392,358 | BOOK | SEE PART IV |
| UNIVERSITY OF COLORADO REAL ESTATE FOUNDATION | |||||||||
| 1800 GRANT ST STE 725 | DENVER | CO | 80203 | 743066182 | 501(C)(3) | $152,436 | GENERAL CONTRIBUTION | ||
| UNIVERSITY OF COLORADO HOSPITAL FOUNDATION | |||||||||
| 12401 E 17TH AVE MS F485 | AURORA | CO | 80045 | 208575263 | 501(C)(3) | $750,000 | GENERAL CONTRIBUTION | ||
| UNIVERSITY OF NORTHERN COLORADO FOUNDATION | |||||||||
| JUDY FARR CENTER - CAMPUS BOX 20 | GREELEY | CO | 80639 | 846044833 | 501(C)(3) | $10,000 | GENERAL CONTRIBUTION | ||
| PIKES PEAK COMMUNITY COLLEGE FOUNDATION | |||||||||
| 5675 S ACADEMY BLVE C11 | COLORADO SPRINGS | CO | 80906 | 742182257 | 501(C)(3) | $12,500 | GENERAL CONTRIBUTION | ||
| UNIVERSITY OF COLORADO HOSPITAL AUTHORITY | |||||||||
| 7901 E LOWRY BLVD | DENVER | CO | 80230 | 841179794 | 501(C)(3) | $10,478 | GENERAL CONTRIBUTION | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE USE OF GRANTS MADE BY THE UNIVERSITY OF COLORADO FOUNDATION ARE MONITORED BY THE UNIVERSITY OF COLORADO. |
| PART II, LINE 1: UNIVERSITY OF COLORADO - GRANTS PAID | GIFTS AND INCOME DISTRIBUTED TO THE UNIVERSITY OF COLORADO WERE APPLIED AS FOLLOWS: ACADEMICS - $31,601,304 ATHLETICS - $16,148,950 FACULTY AND STAFF COMPENSATION - $2,104,778 FINANCIAL AID - $16,590,147 LAND, BUILDINGS, AND EQUIPMENT - $10,220,556 LIBRARY - $400,678 PROFESSORSHIP CHAIRS - $9,571,051 RESEARCH - $12,817,247 FIXED ASSETS - $1,392,358 OTHER ACADEMIC PURPOSES - $7,384,107 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD W LAWRENCE | ||||||||||||||
| PRESIDENT & CEO - TERM ENDED 12/2013 | $626,645 | $0 | $0 | $0 | $0 | $0 | $15,300 | $0 | $15,791 | $0 | $657,736 | $0 | $0 | $0 |
| A KELLER YOUNG ESQ | ||||||||||||||
| VP & GENERAL COUNSEL | $137,200 | $0 | $0 | $0 | $0 | $0 | $8,578 | $0 | $15,791 | $0 | $161,569 | $0 | $0 | $0 |
| DAN B PALMQUIST | ||||||||||||||
| VP & CHIEF FINANCIAL OFFICER | $151,987 | $0 | $200 | $0 | $0 | $0 | $9,122 | $0 | $296 | $0 | $161,605 | $0 | $0 | $0 |
| DAVID CHADWICK | ||||||||||||||
| VP REAL ESTATE | $146,772 | $0 | $27,313 | $0 | $0 | $0 | $10,600 | $0 | $5,562 | $0 | $190,247 | $0 | $0 | $0 |
| DENNIS PIPER | ||||||||||||||
| FORMER VP & CHIEF FINANCIAL OFFICER | $175,048 | $0 | $0 | $0 | $0 | $0 | $10,812 | $0 | $9,722 | $0 | $195,582 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HEALTH AND SOCIAL CLUB DUES UNIVERSITY OF COLORADO FOUNDATION PRESIDENT/CEO IS NAMED ON A SOCIAL CLUB MEMBERSHIP HELD BY THE FOUNDATION. |
| PART I, LINE 4A | RICHARD LAWRENCE RECEIVED ONE YEAR'S SALARY AS A SEVERANCE PAYMENT IN THE CURRENT FISCAL YEAR. DENNIS PIPER RECEIVED THREE MONTH'S SALARY AS A SEVERANCE PAYMENT IN THE CURRENT FISCAL YEAR. |
| PART I, LINE 7 | A SPECIAL PAYOUT TO REWARD EXTRAORDINARY PERFORMANCE FOR FISCAL YEAR 2013 WAS PAID TO DAVID CHADWICK IN THE CURRENT FISCAL YEAR. THE PAYOUT WAS A DISCRETIONARY PERCENTAGE OF THE EMPLOYEE'S BASE SALARY, DEPENDING ON THE ACCOMPLISHMENT AND PERFORMANCE LEVEL. GUIDELINES FOR THE INCENTIVE AWARD WERE BASED ON ACTUAL RESULTS RELATIVE TO ESTABLISHED GOALS AND SIGNIFICANT CONTRIBUTIONS IN THEIR ROLE WHICH TRULY MADE A DIFFERENCE IN FISCAL YEAR 2013. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 154 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,929,159 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW PRICE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $580,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | BONDS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $150,352 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS ACCOUNTS AT UBS AND KASPICK WHERE SECURITIES ARE RECEIVED AND SOLD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | IN MAY 2013, AT THE REQUEST OF THE UNIVERSITY, THE FOUNDATION BOARD OF DIRECTORS PASSED A RESOLUTION DIRECTING THE PRESIDENT/CEO AND THE STAFF OF THE FOUNDATION TO COOPERATE WITH THE UNIVERSITY IN TRANSITIONING FUNDRAISING AND OTHER ADVANCEMENT ACTIVITIES TO THE UNIVERSITY. IMPLEMENTATION OF THIS REQUEST BEGAN IN JULY 2013. ALL FUNDRAISING AND OTHER ADVANCEMENT EMPLOYEES ARE NOW STAFF AT THE UNIVERSITY. IN FISCAL YEAR 2014, THE FOUNDATION REMAINS THE FIDUCIARY OF GIFT ASSETS, MANAGING THE INVESTMENT PORTFOLIO AS WELL AS RECEIVING AND RECEIPTING NEW GIFTS AND DISTRIBUTING GIFTS TO THE UNIVERSITY CONSISTENT WITH DONOR WISHES. GIVEN THE ORGANIZATIONAL CHANGES THAT OCCURRED DURING FISCAL YEAR 2014, THE UNIVERSITY AND THE FOUNDATION ARE IN THE PROCESS OF FINALIZING A NEW OPERATING AGREEMENT. |
| FORM 990, PART III, LINE 4A | UNIVERSITY OF COLORADO FOUNDATION'S CHARITABLE MISSION IS TO RECEIVE AND MANAGE PRIVATE GIFTS TO BENEFIT THE UNIVERSITY OF COLORADO. IN ACCORDANCE WITH THIS MISSION, THE FOUNDATION RECEIPTED $148,897,892 IN DIRECT PUBLIC SUPPORT OF THE UNIVERSITY FOR THE FISCAL YEAR ENDED JUNE 30, 2014. IN ADDITION, AS OF JUNE 30, 2014, THE FOUNDATION INVESTED, ACCOUNTED FOR, AND MANAGED $1,203,255,595 IN NET ASSETS FOR THE BENEFIT OF THE UNIVERSITY. THE FOUNDATION DIRECTLY APPLIED AND DISTRIBUTED MONIES TO UNIVERSITY OF COLORADO AND OTHER ORGANIZATIONS IN THE AMOUNT OF $109,171,590. THESE APPLIED AND DISTRIBUTED MONIES WERE USED BY THE UNIVERSITY TO PROVIDE SCHOLARSHIPS, FELLOWSHIPS, FUND LECTURESHIPS AND PROFESSORSHIPS, CONSTRUCT FACILITIES, PURCHASE EQUIPMENT, PROVIDE LOANS, PURCHASE EDUCATIONAL AND RESEARCH MATERIALS AND TO FUND A MYRIAD OF OTHER PROJECTS AND ITEMS TO HELP THE UNIVERSITY PROVIDE EDUCATION TO THE GENERAL PUBLIC. |
| FORM 990, PART VI, SECTION A, LINE 3 | IN THE CURRENT FISCAL YEAR, THE FOUNDATION HIRED A CONTRACT EMPLOYEE THAT SERVED AS AN INTERIM EXECUTIVE DIRECTOR, BUT WAS NEVER DESIGNATED AS AN OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 11 | A FULL REVIEW BY THE FOUNDATION'S INDEPENDENT ACCOUNTING FIRM WILL BE PROVIDED TO THE AUDIT COMMITTEE. A SUMMARY OF THIS REVIEW WILL BE PRESENTED TO THE FULL BOARD BY THE AUDIT COMMITTEE CHAIR ALONG WITH A COPY OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS PROVIDED TO KEY EMPLOYEES, DIRECTORS, AND COMMITTEE MEMBERS. EACH RECIPIENT IS ASKED TO COMPLETE A DISCLOSURE CERTIFICATION. THESE DOCUMENTS ARE COLLECTED AND THE INFORMATION COMPILED IN THE FOUNDATION'S LEGAL DEPARTMENT. WHEN THE FOUNDATION IS CONSIDERING ENTERING INTO MAJOR TRANSACTIONS AND/OR CONTRACTS WITH OUTSIDE PARTIES, POTENTIAL CONFLICTS OF INTEREST ARE RESEARCHED. IF THERE IS AN IDENTIFIED CONFLICT, THE FOUNDATION DOCUMENTS SUCH AND RESOLVES THE ISSUE BASED ON THE POLICY REQUIREMENTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY OF COLORADO FOUNDATION HAS A COMPENSATION COMMITTEE OF FOUR DIRECTORS. THE COMMITTEE'S ROLE IS TO ANNUALLY OBTAIN COMPARATIVE MARKET SALARY SURVEY INFORMATION. BASED ON THIS MARKET DATA AND PERFORMANCE, RECOMMENDATIONS FOR SALARY ADJUSTMENTS ARE REVIEWED. THIS COMMITTEE SPECIFICALLY REVIEWS AND APPROVES SALARY ADJUSTMENTS AND ANY ADDITIONAL COMPENSATION FOR THE CEO AND VP'S. SALARY RANGE REVIEW AND RECOMMENDATIONS ARE MADE TO THIS COMMITTEE ON AN ANNUAL BASIS. DELIBERATION AND CONCLUSION OF THE COMPENSATION DISCUSSION IS DOCUMENTED IN THE MINUTES MAINTAINED BY THE COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. AUDITED FINANCIALS ARE ALSO AVAILABLE ON THE CUF WEBSITE WWW.CUFUND.ORG. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 242,320. FUNDRAISING EXPENSES 6,789. TOTAL EXPENSES 249,109. CU SUPPORT FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 15,267,025. TOTAL EXPENSES 15,267,025. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 3,360,768. UNRELATED BUSINESS INCOME 253,534. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUF BOULDER II LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4740 WALNUT STREET | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271020656 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CU FOUNDATION | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CU FOUNDATION HOLDINGS INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4740 WALNUT STREET | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311608076 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CU FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (20) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CRAT | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | 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 |