UNIVERSITY OF MINNESOTA FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MINNESOTA FOUNDATION (EIN 41-6042488)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-05
- IRS object ID
- 201531259349301223
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-05T14:23:25-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 South Sixth Street Suite 2800 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 554021538 | 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 | 416042488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Minnesota Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6126243333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Oak Street SE No 500 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 554552010 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kathleen L Pickard | PersonNm |
| Person Title | Vice President/CFO | PersonTitleTxt |
| Phone | 6126243333 | PhoneNum |
| Signature | 2015-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Chris Meskimen | PreparerPersonNm |
| PTIN | P01314196 | PTIN |
| Phone | 6123974000 | 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) |
|---|---|---|
| Principal Officer | Kathleen M Schmidlkofer | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Oak Street SE No 500 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 554552010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $642,366,775 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.give.umn.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | Connect passion with possibility and support greatness at the University of Minnesota | ActivityOrMissionDesc |
| Voting Members Governing Body | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 55 | TotalEmployeeCnt |
| Total Volunteers | 42 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $121,976,166 | PYContributionsGrantsAmt |
| CY Contributions Grants | $199,647,780 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,289,083 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,384,138 | CYInvestmentIncomeAmt |
| PY Other Revenue | $468,374,518 | PYOtherRevenueAmt |
| CY Other Revenue | $2,538,633 | CYOtherRevenueAmt |
| PY Total Revenue | $634,639,767 | PYTotalRevenueAmt |
| CY Total Revenue | $247,570,551 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $140,425,335 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $183,957,607 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,626,478 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,258,803 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $26,016,703 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,881,817 | PYOtherExpensesAmt |
| CY Other Expenses | $19,332,990 | CYOtherExpensesAmt |
| PY Total Expenses | $171,933,630 | PYTotalExpensesAmt |
| CY Total Expenses | $225,549,400 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $462,706,137 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,021,151 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,361,694,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,605,288,970 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $277,316,989 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $301,644,155 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,084,377,469 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,303,644,815 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The University of Minnesota Foundation's mission is to connect passion with possibility, inspire generosity, and support greatness at the University of Minnesota. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $183,957,607 | ExpenseAmt |
| Grant | $183,957,607 | GrantAmt |
| Desc | Grants awarded to or on behalf of the University of Minnesota collegiate programs in support of teaching, research, and outreach to the community. Grants awarded in support of education to the other U of M programs and other university-related foundations. Other University programs include Academic Health Services, Athletics, Libraries, Minnesota Extension Service, Multi-Disciplinary and Special Projects, and Weisman Art Museum. Other university-related foundations include the Minnesota Landscape Arboretum. U of M campuses are located in Minneapolis/St. Paul, Crookston, Duluth, Morris, and Rochester. Distribution by purpose included $36M to Student support, $55M to Academic programs, $38M to Facilities, $23M to Faculty support, and $32M to Research. | Desc |
| Total Program Service Expenses | $183,957,607 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 532 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 55 | 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | 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 | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | 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 | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | 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 | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | 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 |
| 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 | Gracie A Davenport | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6126243333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Oak Street SE Suite 500 | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 554552010 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Kathleen M Schmidlkofer | |||||||||
| President/CEO (Start 3/3/2014) | 40.00 | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Deborah L Hopp | |||||||||
| Chair | 0.40 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael B Fiterman | |||||||||
| Vice Chair | 0.40 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert E Buuck | |||||||||
| Secretary | 0.40 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ross Levin | |||||||||
| Treasurer | 0.40 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Patti Andreini Arnold | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Scott D Augustine MD | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ruth G Bachman | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Shari L Ballard | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard B Beeson Jr | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary K Brainerd | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jon R Campbell | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lynn Casey | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Linda A Cohen PhD | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Martin E Davis | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael J Davis JD | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard K Davis | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Archie Givens Jr | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Beverly N Grossman | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Russell Huffer | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| B Kristine Johnson | |||||||||
| Trustee (End 11/2013) | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert MA Johnson JD | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric W Kaler PhD | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Erwin A Kelen | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David M Larson | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John E Lindahl | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Nancy E Lindahl | |||||||||
| Trustee (End 11/2013) | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard L Lindstrom MD | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Walter F Ling | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert D MacDonald III | |||||||||
| Trustee (End 11/2013) | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan I Marvin | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Virginia H Morris | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marilyn Carlson Nelson | |||||||||
| Trustee (End 11/2013) | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas G Olson | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard T Ostlund JD | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| William Pedersen | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jorg A Pierach | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher J Policinski | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kendall J Powell | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael F Roman | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia S Simmons MD | |||||||||
| Trustee (End 11/2013) | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Debra A Sit | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James I Swenson | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Bradford W Wallin | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kevin F Warren JD | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Brian Wenger JD | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kurt D Winkelmann PhD | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| George H Winn DDS | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Simon KaWo Wong | |||||||||
| Trustee | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James G Aagaard | |||||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $220,593 | $0 | $45,966 | |||
| Elizabeth A Malkerson | |||||||||
| Exec Vice President/CAO | 40.00 | 0.40 | Yes (X) | $452,598 | $0 | $42,565 | |||
| Julie E Pelzl | |||||||||
| Vice President | 40.00 | 0.00 | Yes (X) | $186,383 | $0 | $27,475 | |||
| Kathleen L Pickard | |||||||||
| Vice President/CFO | 40.00 | 0.40 | Yes (X) | $243,921 | $0 | $46,045 | |||
| Mark L Baumgartner | |||||||||
| Vice President | 40.00 | 0.00 | $219,167 | $0 | $34,767 | Yes (X) | |||
| Robert J Burgett | |||||||||
| Vice President | 40.00 | 0.00 | $206,402 | $0 | $32,560 | Yes (X) | |||
| Sarah Harris | |||||||||
| UMFREA Managing Director | 40.00 | 0.00 | $244,000 | $0 | $32,725 | Yes (X) | |||
| Patricia K Porter | |||||||||
| Vice President | 40.00 | 0.00 | $219,852 | $0 | $36,580 | Yes (X) | |||
| Erik J Thurman | |||||||||
| Vice President | 40.00 | 0.00 | $186,269 | $0 | $43,726 | Yes (X) | |||
| L Steven Goldstein | |||||||||
| Retired President & CEO | 0.00 | $168,448 | $0 | $9,159 | Yes (X) | ||||
| Lisa M Meyer | |||||||||
| Former Vice President | 0.00 | $186,940 | $0 | $6,207 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,534,573 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $357,775 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 41 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| Bentz Whaley Flessner | |||||
| 7251 Ohms Ln | Minneapolis | MN | 554392148 | Consulting Services | $259,011 |
| Gray Plant Mooty Mooty & Bennett PA | |||||
| 80 S 8th Street Ste 500 | Minneapolis | MN | 554025383 | Legal Counsel | $242,886 |
| Blackbaud | |||||
| 2000 Daniel Island Dr | Daniel Island | SC | 294927540 | Software | $184,075 |
| Fair Isaac Corp | |||||
| 2655 Long Lake Road | Saint Paul | MN | 551131117 | Information Services Consulting | $162,556 |
| Amergent Inc | |||||
| 9 Centennial Dr | Peabody | MA | 019607939 | Printing and Publications | $156,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $768,061 | FundraisingAmt |
| Related Organizations | $670,224 | RelatedOrganizationsAmt |
| All Other Contributions | $198,209,495 | AllOtherContributionsAmt |
| Noncash Contributions | $14,807,193 | NoncashContributionsAmt |
| Total Contributions | $199,647,780 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,170,315 | TotalRevenueColumnAmt |
| Exclusion | $16,170,315 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,808 | TotalRevenueColumnAmt |
| Exclusion | $133,808 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,985,199 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,986,443 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,244 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,244 | TotalRevenueColumnAmt |
| Exclusion | -$1,244 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $417,200,841 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $387,987,018 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,213,823 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,213,823 | TotalRevenueColumnAmt |
| Exclusion | $29,213,823 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $799,856 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $768,061 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $822,763 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,907 | TotalRevenueColumnAmt |
| Exclusion | -$22,907 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Development Svs. Rev. | 900099 | $2,413,543 | $2,413,543 |
| UBI Fed Refund | 900099 | $15,433 | $15,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,428,976 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $247,570,551 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $47,922,771 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,802,584 | TotalAmt |
| Program Services | $183,802,584 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,214 | TotalAmt |
| Program Services | $145,214 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,809 | TotalAmt |
| Program Services | $9,809 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,570,588 | TotalAmt |
| Management And General | $1,101,800 | ManagementAndGeneralAmt |
| Fundraising | $468,788 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,284,665 | TotalAmt |
| Management And General | $3,614,980 | ManagementAndGeneralAmt |
| Fundraising | $11,669,685 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,403,550 | TotalAmt |
| Management And General | $1,525,126 | ManagementAndGeneralAmt |
| Fundraising | $3,878,424 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,334 | TotalAmt |
| Management And General | $221,334 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,116 | TotalAmt |
| Management And General | $105,116 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,630,583 | TotalAmt |
| Management And General | $4,630,583 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,509,894 | TotalAmt |
| Management And General | $554,007 | ManagementAndGeneralAmt |
| Fundraising | $955,887 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,674 | TotalAmt |
| Management And General | $12,965 | ManagementAndGeneralAmt |
| Fundraising | $244,709 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987,204 | TotalAmt |
| Management And General | $424,896 | ManagementAndGeneralAmt |
| Fundraising | $562,308 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,974 | TotalAmt |
| Management And General | $338,096 | ManagementAndGeneralAmt |
| Fundraising | $66,878 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,724,255 | TotalAmt |
| Management And General | $1,724,255 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,528 | TotalAmt |
| Management And General | $27,011 | ManagementAndGeneralAmt |
| Fundraising | $450,517 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,307 | TotalAmt |
| Management And General | $79,937 | ManagementAndGeneralAmt |
| Fundraising | $304,370 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,653 | TotalAmt |
| Management And General | $663,653 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,490 | TotalAmt |
| Management And General | $299,490 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Prof Dvlpmt to Colleges | $5,150,000 | $0 | $0 | $5,150,000 |
| Printing & Publications | $1,362,846 | $0 | $38,410 | $1,324,436 |
| Donor Recognition | $711,234 | $0 | $12,280 | $698,954 |
| State UBI Tax | $51,057 | $0 | $51,057 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,841 | TotalAmt |
| Management And General | $150,094 | ManagementAndGeneralAmt |
| Fundraising | $241,747 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,549,400 | TotalAmt |
| Program Services | $183,957,607 | ProgramServicesAmt |
| Management And General | $15,575,090 | ManagementAndGeneralAmt |
| Fundraising | $26,016,703 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,704,585 | BOYAmt |
| EOY | $20,962,839 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,973,057 | BOYAmt |
| EOY | $406,496,768 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,464,949 | BOYAmt |
| EOY | $142,775,023 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,801 | BOYAmt |
| EOY | $4,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,862,583 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,059,863 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,103,732 | BOYAmt |
| EOY | $34,802,720 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,494,767 | BOYAmt |
| EOY | $433,038,562 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,966 | BOYAmt |
| EOY | $27,976 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,813,601 | BOYAmt |
| EOY | $1,567,180,829 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,361,694,458 | BOYAmt |
| EOY | $2,605,288,970 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,596,277 | BOYAmt |
| EOY | $15,522,044 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,312,791 | BOYAmt |
| EOY | $3,969,470 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,898,694 | BOYAmt |
| EOY | $250,175,843 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,509,227 | BOYAmt |
| EOY | $31,976,798 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,316,989 | BOYAmt |
| EOY | $301,644,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,105,884 | BOYAmt |
| EOY | $85,955,142 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100,908,295 | BOYAmt |
| EOY | $1,266,263,838 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $923,363,290 | BOYAmt |
| EOY | $951,425,835 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,084,377,469 | BOYAmt |
| EOY | $2,303,644,815 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,361,694,458 | BOYAmt |
| EOY | $2,605,288,970 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $22,021,151 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $190,934,123 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,312,072 | 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 | $89,310,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,962,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,217,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,976,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $199,727,362 | CurrentTaxYearAmt |
| Total | $665,194,215 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,310,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,962,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $136,217,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,976,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $199,727,362 | CurrentTaxYearAmt |
| Total | $665,194,215 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,570,659 | SubstantialContributorsTotAmt |
| Public Support Total170 | $646,623,556 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,701,165 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,772,354 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,699,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,690,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,289,322 | CurrentTaxYearAmt |
| Total | $80,153,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $745,347,515 | TotalSupportAmt |
| Public Support CY170 | 0.86750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86710 | 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 | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,196,449 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,014,618 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,143,864,585 | BeginningYearBalanceAmt |
| Contributions | $51,599,200 | ContributionsAmt |
| Investment Earnings Or Losses | $145,412,495 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,954,802 | GrantsOrScholarshipsAmt |
| Other Expenditures | $25,161,016 | OtherExpendituresAmt |
| End Year Balance | $1,298,760,462 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $868,871,232 | BeginningYearBalanceAmt |
| Contributions | $243,760,414 | ContributionsAmt |
| Investment Earnings Or Losses | $93,958,670 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,416,704 | GrantsOrScholarshipsAmt |
| Other Expenditures | $45,309,027 | OtherExpendituresAmt |
| End Year Balance | $1,143,864,585 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $874,703,476 | BeginningYearBalanceAmt |
| Contributions | $25,192,435 | ContributionsAmt |
| Investment Earnings Or Losses | $7,387,937 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,920,023 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,492,593 | OtherExpendituresAmt |
| End Year Balance | $868,871,232 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $751,695,828 | BeginningYearBalanceAmt |
| Contributions | $35,715,947 | ContributionsAmt |
| Investment Earnings Or Losses | $121,161,552 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,442,860 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,426,991 | OtherExpendituresAmt |
| End Year Balance | $874,703,476 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $714,533,970 | BeginningYearBalanceAmt |
| Contributions | $21,575,305 | ContributionsAmt |
| Investment Earnings Or Losses | $49,885,046 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,200,597 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,097,896 | OtherExpendituresAmt |
| End Year Balance | $751,695,828 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $10,690,935 | InvestmentCostOrOtherBasisAmt |
| Book Value | $10,690,935 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,981,617 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,484,436 | DepreciationAmt |
| Book Value | $19,497,181 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,367,903 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,262,222 | DepreciationAmt |
| Book Value | $3,105,681 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,822,128 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,313,205 | DepreciationAmt |
| Book Value | $1,508,923 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $34,802,720 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Global Equity | $293,908,971 |
| Hedge Funds | $378,696,775 |
| Natural Resources | $128,701,108 |
| Real Estate | $111,639,082 |
| Private Equity | $471,462,718 |
| Fixed Income | $78,417,379 |
| Beneficial Interest in Perpetual Trusts | $67,573,349 |
| Assets Held in Charitable Trusts | $25,502,471 |
| Beneficial Interest in Trusts | $4,341,350 |
| Other Invstmnts, Recvbls, Gift Anty Invstd w/3rd Party | $6,937,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,567,180,829 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Gift Annuities Payable | $20,343,733 |
| Liability Under Charitable Trust Agreements | $11,633,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,976,798 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | The Foundation manages certain investments on behalf of other charitable organizations. The management of these investments are subject to agreements with each that govern the arrangements, including the timing of additions and redemptions. |
| Part V, Line 4: | Grants awarded to or on behalf of the University of Minnesota collegiate programs in support of teaching, research, and outreach to the community. |
| Part X, Line 2: | The Foundation follows the accounting standards for contingencies in evaluating uncertain tax positions. This guidance prescribes recognition threshold principles for the financial statement recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. No liability has been recognized by the Foundation due to the implementation of this standard. The Foundation's tax returns are subject to review and examination by federal and state authorities. The tax returns for the years 2011 through 2013 are open to examination by federal and state authorities. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America & the Caribbean | 0 | 0 | Investments | $499,025,328 |
| Europe (including Iceland & Greenland) | 0 | 0 | Investments | $62,732,639 |
| North America | 0 | 0 | Investments | $2,133,202 |
| Sub-Saharan Africa | 0 | 0 | Investments | $601,595 |
| Europe (including Iceland & Greenland) | 0 | 0 | Program Service Expenses | $9,809 |
| 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 | $564,502,573 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $564,502,573 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RuffaloCody | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 718 | AddressLine1 |
| City | Des Moines | City |
| State | IA | State |
| ZIP Code | 50303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Phone Campaign | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $26,255 | GrossReceiptsAmt |
| Retained By Contractor | $26,997 | RetainedByContractorAmt |
| Net To Organization | -$742 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $26,255 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $26,997 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$742 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | 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 | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Children's Health Winefest | NameOfEvent1Amt |
| Gross Receipts Event1 | $748,326 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $377,693 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $370,633 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,385 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $230,672 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $6,847 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $101,466 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | Golf Classic "Fore" Diabetes Resear | NameOfEvent2Amt |
| Gross Receipts Event2 | $283,797 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $142,627 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $141,170 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $32,977 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,477 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $818 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $163,384 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $535,794 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $247,741 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $288,053 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $6,678 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $9,095 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $66,430 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $27,783 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $172,751 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,567,917 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $768,061 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $799,856 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $39,655 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,480 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $298,579 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $35,448 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $437,601 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $822,763 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$22,907 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (42 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| University of Minnesota | ||||||||
| 2221 University Ave SE Suite 111 | Minneapolis | MN | 55414 | 416007513 | Integral Part of MN | $182,250,352 | $0 | The University of Minnesota Foundation (UMF) provides fund grants to and for the benefit of the U of M. |
| Minnesota Landscape Arboretum Foundation | ||||||||
| 3675 Arboretum Drive | Chaska | MN | 55318 | 237081057 | 501(c)(3) | $216,721 | $0 | The Minnesota Landscape Arboretum Foundation (MLAF) is a recognized foundation of the U of M. Occassionally UMF receives gifts for MLAF. |
| University Gateway Corporation | ||||||||
| 200 Oak Street SE Suite 500 | Minneapolis | MN | 55455 | 411879994 | 501(c)(3) | $100,000 | $0 | Fund grant to support the University Gateway Corporation, a related organization that supports the University of Minnesota, University of Minnesota Foundation and University of Minnesota Alumni Association. |
| Center for Victims of Torture | ||||||||
| 2356 University Ave S | Saint Paul | MN | 551141860 | 363383933 | 501(c)(3) | $100,000 | $0 | Donor advised fund one-year grant to community organization. |
| MinnWest Technology Foundation | ||||||||
| PO Box 753 | Willmar | MN | 562010753 | 770704901 | 501(c)(3) | $50,000 | $0 | Siehl Prize for Excellence in Agriculture. |
| Association of Minnesota Public Educational Radio Stations | ||||||||
| 2175 Cool Stream Circle | Eagan | MN | 551221999 | 411388406 | 501(c)(3) | $50,000 | $0 | Donor advised fund one-year grant to community organization. |
| Fairview Foundation | ||||||||
| 2344 Energy Park Drive | Saint Paul | MN | 55108 | 411573810 | 501(c)(3) | $50,000 | $0 | Donor advised fund one-year grant to community organization. |
| Debre Selam Medhane Alem Ethiopian Orthodox Tewahedo Church | ||||||||
| 4401 Minnehaha Ave S | Minneapolis | MN | 55406 | 311763144 | 501(c)(3) | $50,000 | $0 | Donor advised fund one-year grant to community organization. |
| Living Well Disability Services | ||||||||
| 680 Oneill Drive | Eagan | MN | 551211535 | 237181360 | 501(c)(3) | $50,000 | $0 | Donor advised fund one-year grant to community organization. |
| Lao Assistance Center of Minnesota | ||||||||
| 503 Irving Ave North | Minneapolis | MN | 554051289 | 363255880 | 501(c)(3) | $50,000 | $0 | Donor advised fund one-year grant to community organization. |
| Carlton County | ||||||||
| 14 N 11th Street | Cloquet | MN | 557201651 | 416005767 | 115 | $50,000 | $0 | Donor advised fund one-year grant to community organization. |
| Viatnamese Social Services of Minnesota | ||||||||
| 277 University Ave W | Saint Paul | MN | 551032158 | 363532232 | 501(c)(3) | $50,000 | $0 | Donor advised fund one-year grant to community organization. |
| Washburn Center for Children | ||||||||
| 2430 Nicollet Avenue | Minneapolis | MN | 554043461 | 410711618 | 501(c)(3) | $50,000 | $0 | Donor advised fund one-year grant to community organization. |
| City of Bloomington | ||||||||
| 1800 W Old Shakopee Road | Bloomington | MN | 554313071 | 416004990 | 115 | $49,250 | $0 | Donor advised fund one-year grant to community organization. |
| Oromo Community of Minnesota | ||||||||
| 465 Mackubin Street | Saint Paul | MN | 551032252 | 411727260 | 501(c)(3) | $47,389 | $0 | Donor advised fund one-year grant to community organization. |
| Dodge County Public Health | ||||||||
| 42 E Main Street PO Box 129 | Dodge Center | MN | 559279145 | 115 | $46,519 | $0 | Donor advised fund one-year grant to community organization. | |
| Hmong American Partnership | ||||||||
| 1075 Arcade Street | Saint Paul | MN | 551063213 | 411667580 | 501(c)(3) | $45,466 | $0 | Donor advised fund one-year grant to community organization. |
| Fraser | ||||||||
| 2400 W 64th Street | Richfield | MN | 554231001 | 410781858 | 501(c)(3) | $44,059 | $0 | Donor advised fund one-year grant to community organization. |
| Project FINE Inc | ||||||||
| 202 W 3rd Street | Winona | MN | 559873146 | 411883675 | 501(c)(3) | $42,529 | $0 | Donor advised fund one-year grant to community organization. |
| Starkey Hearing Foundation | ||||||||
| 6700 Washington Ave S | Eden Prairie | MN | 553443405 | 363297852 | 501(c)(3) | $35,000 | $0 | University of Minnesota collaboration with Starkey Hearing Foundation to conduct research and provide supplies and hearing aids for U of M mission trip to Africa. |
| Houston County | ||||||||
| 611 Vista Drive Ste 1 | Caledonia | MN | 559211189 | 416005804 | 115 | $25,000 | $0 | Donor advised fund one-year grant to community organization. |
| Koochiching County Health Department | ||||||||
| 1000 5th Street | International Falls | MN | 566492243 | 115 | $25,000 | $0 | Donor advised fund one-year grant to community organization. | |
| YWCA of Minneapolis | ||||||||
| 1130 Nicollet Mall | Minneapolis | MN | 554032405 | 410693891 | 501(c)(3) | $25,000 | $0 | Donor advised fund one-year grant to community organization. |
| University of Minnesota Masonic Children's Hospital - Fairview | ||||||||
| 420 Delaware St SE Mmc181 | Minneapolis | MN | 554550341 | 410991680 | 501(c)(3) | $28,426 | $0 | Support for children, and their families, who are receiving care at the U of M Masonic Children's Hospital. |
| Jackie Robinson Foundation Inc | ||||||||
| 75 Varick Street 2nd Floor | New York | NY | 100131947 | 132896345 | 501(c)(3) | $24,000 | $0 | The fund grants to the Jackie Robinson Foundation, Inc. are for scholarship recipients to attend the Jackie Robinson Leadership Weekend in New York City. |
| Robbinsdale Area Schools | ||||||||
| 4148 Winnetka Avenue N | New Hope | MN | 554271210 | 115 | $23,401 | $0 | Donor advised fund one-year grant to community organization. | |
| CAPI USA | ||||||||
| 3702 E Lake Street | Minneapolis | MN | 554062156 | 411417198 | 501(c)(3) | $20,000 | $0 | Donor advised fund one-year grant to community organization. |
| Catholic Charities of the Diocese of St Cloud | ||||||||
| 911 18th Street N | Saint Cloud | MN | 563031203 | 410737799 | 501(c)(3) | $20,000 | $0 | Donor advised fund one-year grant to community organization. |
| Healthfinders Collaborative Inc | ||||||||
| PO Box 731 | Northfield | MN | 550570731 | 201805262 | 501(c)(3) | $20,000 | $0 | Donor advised fund one-year grant to community organization. |
| Just Kids Dental | ||||||||
| PO Box 146 | Two Harbors | MN | 556160146 | 272311353 | 501(c)(3) | $15,000 | $0 | Donor advised fund one-year grant to community organization. |
| ECHO Minnesota | ||||||||
| 125 Charles Ave | Saint Paul | MN | 551032108 | 261475578 | 501(c)(3) | $14,800 | $0 | Donor advised fund one-year grant to community organization. |
| Indiana University Foundation | ||||||||
| PO Box 500 | Bloomington | IN | 474020500 | 356018940 | 501(c)(3) | $12,500 | $0 | Redirection of gift to Indiana University Foundation. |
| Hallett Community Center Foundation Inc | ||||||||
| 470 8th Street NE | Crosby | MN | 564411559 | 411839978 | 501(c)(3) | $11,169 | Donor advised fund one-year grant to community organization. | |
| Love Your Melon | ||||||||
| 3116 W Lake Street Unit 420 | Minneapolis | MN | 554165260 | 464140899 | 501(c)(3) | $10,830 | $0 | Love Your Melon provided events and support to the U of M Masonic Children's Hospital. |
| Opportunity Partners | ||||||||
| 5500 Opportunity Ct | Minnetonka | MN | 553439020 | 410737221 | 501(c)(3) | $10,000 | $0 | Donor advised fund one-year grant to community organization. |
| Way to Grow | ||||||||
| 125 W Broadway Avenue Ste 110 | Minneapolis | MN | 554112246 | 710956749 | 501(c)(3) | $10,000 | $0 | Donor advised fund one-year grant to community organization. |
| Alzheimer's Disease & Related Disorders Association | ||||||||
| 7900 W 78th Street Ste 100 | Minneapolis | MN | 554392532 | 411631624 | 501(c)(3) | $10,000 | $0 | Donor advised fund one-year grant to community organization. |
| Como ParkFalcon Heights Living at Home Block Nurse Program | ||||||||
| 1376 Hoyt Avenue W | Saint Paul | MN | 551082138 | 411819275 | 501(c)(3) | $10,000 | $0 | Donor advised fund one-year grant to community organization. |
| Springboard for the Arts | ||||||||
| 308 Prince Street Ste 270 | Saint Paul | MN | 551011437 | 411690483 | 501(c)(3) | $10,000 | $0 | Donor advised fund one-year grant to community organization. |
| Arizona State University | ||||||||
| Coor Hall 2211 PO Box 870102 | Tempe | AZ | 852870102 | 860196696 | 115 | $9,992 | $0 | Arizona State University received funding for the Hearing Humanity Project, supported by the U of M affiliate, the International Hearing Foundation. |
| Fairview Health Services | ||||||||
| 2450 Riverside Avenue F524 | Minneapolis | MN | 554541450 | 410991680 | 501(c)(3) | $8,489 | $0 | Support for children and their families who are receiving care at the University of Minnesota Masonic Children's Hospital. |
| Interfaith Caregivers-Faith in Action Faribault County | ||||||||
| 415 S Grove Street Ste 5 | Blue Earth | MN | 560132600 | 261554757 | 501(c)(3) | $6,000 | $0 | Donor advised fund one-year grant to community organization. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 42 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| To support Doctor's work in Tanzania to work with U of M residents and students | 1 | $75,000 | $0 |
| To support International Hearing Foundation, affiliate of U of M | 2 | $22,895 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The University of Minnesota Foundation holds funds to benefit the University of Minnesota. The various departments of the University are responsible for requesting fund grants to be transferred to the University when needed. The Foundation makes certain the fund grant use matches the fund purpose and then disburses the money to the University. The University Office of Internal Audit regularly audits the departments to make sure the funds are being used for the appropriate purposes. The Foundation ensures the tax-exempt status of any organization to which it is moving grant monies or which a grant was made. In addition, the Foundation ensures the purpose of the grant is clearly understood by the transferee organization. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| 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 |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| James G Aagaard | ||||||||||||||
| Vice President | $173,705 | $0 | $44,644 | $0 | $2,244 | $0 | $23,341 | $0 | $22,625 | $0 | $266,559 | $0 | $0 | $0 |
| Elizabeth A Malkerson | ||||||||||||||
| Exec Vice President/CAO | $347,618 | $0 | $102,564 | $0 | $2,416 | $0 | $33,150 | $0 | $9,415 | $0 | $495,163 | $0 | $0 | $0 |
| Julie E Pelzl | ||||||||||||||
| Vice President | $145,533 | $0 | $40,345 | $0 | $505 | $0 | $19,175 | $0 | $8,300 | $0 | $213,858 | $0 | $0 | $0 |
| Kathleen L Pickard | ||||||||||||||
| Vice President/CFO | $193,629 | $0 | $47,747 | $0 | $2,545 | $0 | $26,152 | $0 | $19,893 | $0 | $289,966 | $0 | $0 | $0 |
| Mark L Baumgartner | ||||||||||||||
| Vice President | $187,972 | $0 | $30,455 | $0 | $740 | $0 | $24,941 | $0 | $9,826 | $0 | $253,934 | $0 | $0 | $0 |
| Robert J Burgett | ||||||||||||||
| Vice President | $179,309 | $0 | $26,400 | $0 | $693 | $0 | $23,660 | $0 | $8,900 | $0 | $238,962 | $0 | $0 | $0 |
| Sarah Harris | ||||||||||||||
| UMFREA Managing Director | $190,000 | $0 | $54,000 | $0 | $0 | $0 | $3,899 | $0 | $28,826 | $0 | $276,725 | $0 | $0 | $0 |
| Patricia K Porter | ||||||||||||||
| Vice President | $190,643 | $0 | $28,944 | $0 | $265 | $0 | $25,436 | $0 | $11,144 | $0 | $256,432 | $0 | $0 | $0 |
| Erik J Thurman | ||||||||||||||
| Vice President | $156,710 | $0 | $29,000 | $0 | $559 | $0 | $21,132 | $0 | $22,594 | $0 | $229,995 | $0 | $0 | $0 |
| L Steven Goldstein | ||||||||||||||
| Retired President & CEO | $44,507 | $0 | $100,000 | $0 | $23,941 | $0 | $6,278 | $0 | $2,881 | $0 | $177,607 | $0 | $0 | $0 |
| Lisa M Meyer | ||||||||||||||
| Former Vice President | $25,683 | $0 | $0 | $0 | $161,257 | $0 | $3,456 | $0 | $2,751 | $0 | $193,147 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Travel for companions is provided for the spouse or significant other of the CEO as they are considered a representative of the Foundation. All related travel is for business purposes. The Foundation pays the social club dues for the Minneapolis Club. The club membership is under Kathleen Schmidlkofer's name. The Foundation pays the dues and uses the club for donor cultivation, board meetings, and committee meetings. The Foundation tracks the personal usage vs. business usage of the club and Ms. Schmidlkofer pays for her personal usage of the club. The club expenses are reviewed by the Foundation's CFO. The Foundation monitors and reviews the personal usage vs. business usage of the club and includes any personal use of the club in the taxable wages of Ms. Schmidlkofer. |
| Part I, Line 4a | Lisa Meyer, $160,000. As a result of the merger of the University of Minnesota Foundation and Minnesota Medical Foundation on February 1, 2013, the officer level position held by Ms. Meyer was not continued. Ms. Meyer concluded employment effective February 1, 2013 and was provided a one-time lump sum severance payment in consideration for her work and conclusion of employment. |
| Part I, Line 7 | The Performance Award Program recognizes eligible individuals with an incentive opportunity each fiscal year for successful performance and completion of work plan accountabilities and pre-determined goals. The incentive is variable, at risk, and based on a percentage of base salary. During the compensation reporting year, eligible individuals also received a one-time, non-recurring merger recognition award for performance of service during the merger of the University of Minnesota Foundation and the Minnesota Medical Foundation on February 1, 2013. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard K Davis | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Richard K. Davis (UMF Trustee) is Chairman, President and CEO of US Bancorp | RelationshipDescriptionTxt |
| Transaction | $309,115 | TransactionAmt |
| Transaction | The Foundation makes payments to U.S. Bank for banking, trust fees, credit card fees, and purchasing card. U.S. Bancorp is the parent company of US Bank. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 317 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,921,292 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $862,014 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling 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 | $80,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Sale of comparable | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Grain | 1 | $8,886 | Selling Price |
| Yes (X) | Oil & Gas Lea | 1 | $1 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| 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 uses accounts at brokerage firms to accept and sell gifts of securities on our behalf. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Business Relationships disclosed through the Conflict of Interest Policy (Described below in response to Form 990, Part VI, Section B, Line 12c) are as follows: Trustees Richard B. Beeson, Jr., Linda A. Cohen, David M. Larson, and Patricia S. Simmons (Regents of the U of M) have a business relationship with Eric W. Kaler (President of U of M). President/CEO Kathleen M. Schmidlkofer and Richard K. Davis have a business relationship. Trustees John E. Lindahl and Nancy E Lindahl have a family relationship. Their roles as voting board members did not overlap during the fiscal year. |
| Form 990, Part VI, Section A, line 7a | The Board of Regents of the University of Minnesota shall appoint at least one-fourth of the members of the board of trustees. |
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed by the Controller and Chief Financial Officer, as well as an external paid preparer. After those reviews are complete, the Form 990 is reviewed by the Audit Committee Chair before being presented to the full Audit Committee. Finally, a hard copy of the form is distributed to the entire Board of Trustees before filing the return. |
| Form 990, Part VI, Section B, line 12c | Officers, Trustees, and Designated Managers are required annually to read the conflict of interest policy and disclose any interests that could be of conflict. The CFO and accounting staff review the conflict of interest forms for any potential conflicts. To date, no conflicts of interest have been reported. However, if a possible conflict was reported, the Chair would ask the person in conflict to abstain from discussions and voting, and the person may even be asked to resign from the board if necessary to be in compliance with policy. If a conflict arises during the year, it is the Trustee's responsibility to disclose (prior to the meeting where the proposed transaction or arrangement is to be considered) to the Board of Trustees or the committee. |
| Form 990, Part VI, Section B, line 15 | As a non-profit, the Foundation must demonstrate reasonable compensation for executive level positions (CEO and Officers). The following are in place to document and support executive compensation practices: annually the Foundation participates in and reviews market salary data, including national foundations/university development compensation survey; bi-annually non-profits CEO compensation survey; tracking of Form 990 data of other non-profit foundations; local/national surveys. Compensation review and approval process consists of: 1. Executive staff compensation is recommended by the Foundation CEO, previewed and discussed with the Board Chair and Human Resources (HR) Committee Chair. Compensation for the CEO is prepared by the Board Chair and HR Committee Chair for review and approval by the HR Committee. 2. Performance and compensation is reviewed for discussion/questions and approval by HR Committee of the Board of Trustees. It is noted the HR Committee members are "disinterested" parties under IRS intermediate sanctions. 3. The CEO and HR Committee Chair then present the officer compensation actions to the Board of Trustees Executive Committee for review and ratification. Then without the CEO present and in executive session, the Board Chair and HR Committee Chair present CEO performance and compensation for review and ratification. The approvals of the CEO and Officers compensation are documented in the meeting notes. These procedures are performed annually for the CEO and Officers with the most recent being performed in July 2014. In Executive Session of the quarterly Board of Trustees meeting each August, the Board Chair and HR Committee Chair report to the full board on performance and compensation for executives. |
| Form 990, Part VI, Section C, line 19 | The audited consolidated financial statements of the University of Minnesota Foundation are available on the Foundation's website or are available upon request. The Foundation does not make its governing documents or conflict of interest policy available to the public. |
| Form 990, Part XI, line 9: | Change in carrying value of trusts 6,312,072. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Minnesota Foundation - Dinnaken Housing LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Washington Ave SE | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 55414 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274131769 | EIN |
| Primary Activities | Real Estate Rental & Lease | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $168,235 | TotalIncomeAmt |
| End Of Year Assets | $45,311,232 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| University Gateway Corporation | ||||||||||
| 200 Oak Street SE Suite 500 | Minneapolis | MN | 55455 | 411879994 | Facility to support U of M | MN | 501(c)(3) | Line 11, Type I: 509 | N/A | Yes (1) |
| University of Minnesota Foundation Investment Advisors | ||||||||||
| 45 South Seventh Street Suite 2650 | Minneapolis | MN | 55402 | 411931343 | Investment Management | MN | 501(c)(3) | Line 11, Type I: 509 | N/A | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Santa Rosa Associates II co Industrial Realty Company | ||||||||||||
| 1091 Industrial Road Suite 101 | San Carlos | CA | 940704118 | 942940288 | Investment | CA | N/A | Investment/Other | 0 | 0 | 0.54210 | |
| MHRA LP | ||||||||||||
| 40 West 57th Street 24th Floor | New York | NY | 10019 | 134156814 | Investment | NY | N/A | Investment/Other | 0 | 0 | 0.83360 | $13,880,658 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| Charitable Remainder Unitrusts (41) | ||||
| Trust | MN | N/A | T | 0 |
| Charitable Remainder Annuity Trusts (4) | ||||
| Trust | MN | N/A | T | 0 |
| Perpetual Trusts (9) | ||||
| Trust | MN | N/A | T | 0 |
| Charitable Lead Unitrusts (2) | ||||
| Trust | MN | N/A | T | 0 |
| Pooled Income Fund (1) | ||||
| Trust | MN | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| University Gateway Corporation | ||
| B | $100,000 | Cash basis |
| University Gateway Corporation | ||
| K | $1,743,045 | Cash basis |
| University of Minnesota Foundation Investment Advisors | ||
| M | $3,948,659 | Cash basis |