UNIVERSITY OF ARKANSAS FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF ARKANSAS FOUNDATION INC (EIN 71-6056774)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-03-17
- IRS object ID
- 201410779349300111
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-17T13:03:46-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731413977 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 S UTICA PL SUITE 200 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741147002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 716056774 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ARKANSAS FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4795755581 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 RESEARCH CENTER BOULEVARD NO | AddressLine1 |
| Address Line2 | 120 | AddressLine2 |
| City | FAYETTEVILLE | City |
| State | AR | State |
| ZIP Code | 72701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANNA LEE | Name |
| Title | ASSISTANT TREASURER | Title |
| Phone | 4795755581 | Phone |
| Date Signed | 2014-03-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TONY UTH | Name |
| PTIN | P00446737 | PTIN |
| Phone | 9187452333 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DIANNA LEE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 RESEARCH CENTER BOULEVARD SUITE | AddressLine1 |
| Address Line2 | 120 | AddressLine2 |
| City | FAYETTEVILLE | City |
| State | AR | State |
| ZIP Code | 72701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 322339675 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UARKFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1956 | YearFormation |
| State Legal Domicile | AR | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE SUPPORT FOR THE UNIVERSITY OF ARKANSAS SYSTEM | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -301904 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -301904 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 59401412 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 50234702 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 107908 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 99896 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 54178720 | InvestmentIncomePriorYear |
| Investment Income Current Year | 65033961 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 113688040 | TotalRevenuePriorYear |
| Total Revenue Current Year | 115368559 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 84884833 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 68695019 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1346529 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1413030 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 480703 | OtherExpensePriorYear |
| Other Expenses Current Year | 421173 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 86712065 | TotalExpensesPriorYear |
| Total Expenses Current Year | 70529222 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 26975975 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 44839337 | RevenuesLessExpensesCY |
| Total Assets BOY | 734874695 | TotalAssetsBOY |
| Total Assets EOY | 788082802 | TotalAssetsEOY |
| Total Liabilities BOY | 19263746 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23256041 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 715610949 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 764826761 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE SUPPORT FOR THE UNIVERSITY OF ARKANSAS SYSTEM | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14232402 | Expense |
| Grants | 14232402 | Grants |
| Description | FUNDS ALLOCATED TO SUPPORTED ORGANIZATIONS FOR CONSTRUCTION & EQUIPMENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 39654953 | Expense |
| Grants | 39654953 | Grants |
| Description | FUNDS ALLOCATED TO SUPPORTED ORGANIZATIONS FOR RESEARCH, FACULTY/STAFF SUPPORT AND SCHOLARSHIPS & AWARDS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14807664 | Expense |
| Grants | 14807664 | Grants |
| Description | FUNDS ALLOCATED TO SUPPORTED ORGANIZATION FOR ALL OTHER PROGRAM EXPENSES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 68695019 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 137 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | SN | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANNA LEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4795755581 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 RESEARCH CENTER BOULEVARD SUITE | AddressLine1 |
| City | FAYETTEVILLE | City |
| State | AR | State |
| ZIP Code | 727016832 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MR CHARLES SCHARLAU | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR LEWIS E EPLEY JR | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR MIKE AKIN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR JIM VON GREMP | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR JULIAN C STEWART | ||||||
| BOARD MEMBER/VICE CHAIR | 0.00 | X | 0 | 0 | 0 | X |
| DR MARY ANN GREENWOOD | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR LEE RONNEL | ||||||
| BOARD MEMBER/CHAIR | 0.00 | X | 0 | 0 | 0 | X |
| MR DICK TRAMMEL | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR PETER G KUMPE | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MS CYNTHIA CONGER | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR LARRY COOPER | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| DR DIANE S GILLELAND | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR NED RAY PURTLE | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR ARCHIE SCHAFFER | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR FREDDIE BLACK | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR JAMES H FAULKNER | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR ED COPELAND | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR RICK CHAPMAN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR DON L GIBSON | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MS CHERYL F SHUFFIELD | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR KENNETH MANN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR BILL WISNER | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| MR CLAY H DAVIS | ||||||
| EXEC DIR/TREASURER | 40.00 | 268482 | 0 | 41203 | X | |
| MS DIANNA LEE | ||||||
| CFO/ASST TREASURER | 40.00 | 195683 | 0 | 32335 | X | |
| MS VICKIE FERGUSON | ||||||
| DIR OF INV/ASST TREAS | 40.00 | 143045 | 0 | 14516 | X | |
| MR FRED HARRISON | ||||||
| SECRETARY | 0.00 | 0 | 0 | 0 | X | |
| MR ROBERT KOSTER | ||||||
| CONTROLLER/ASST SECRETARY | 40.00 | 123813 | 0 | 30069 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 731023 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 118123 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||||||
| 110 SUMMER | BOSTON | MA | 021102112 | INVESTMENT MANAGEMENT SERVICES | 2551318 | ||||
| WILLIAMS & ANDERSON PLC | |||||||||
| 111 CENTER ST | LITTLE ROCK | AR | 72201 | LEGAL SERVICES | 395832 | ||||
| STATE STREET GLOBAL ADVISORS | |||||||||
| ONE LINCOLN STREET | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT SERVICES | 383967 | ||||
| ADAGE CAPITAL MANAGEMENT LP | |||||||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | INVESTMENT MANAGEMENT SERVICES | 332100 | ||||
| WALTER SCOTT & PARTNERS LIMITED | |||||||||
| INVESTMENT MANAGEMENT SERVICES | 326076 | ONE CHARLOTTE SQUARE | EDINBURGH | UK | EH2 4DR | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
| All Other Contributions | 50234702 | AllOtherContributions |
| Noncash Contributions | 1995702 | NoncashContributions |
| Total Contributions | 50234702 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEES & OTHER | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 99896 | TotalRevenueColumn |
| Related Or Exempt Function Income | 99896 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 99896 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25069784 | TotalRevenueColumn |
| Unrelated Business Revenue | -301904 | UnrelatedBusinessRevenue |
| Exclusion | $25,371,688 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 246930293 | Securities |
| Other | 5000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 206966116 | Securities |
| Other | 5000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39964177 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39964177 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39964177 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115368559 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40064073 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -301904 | UnrelatedBusinessRevenue |
| Exclusion | $25,371,688 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68695019 | Total |
| Program Services | 68695019 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 732004 | Total |
| Management And General | 732004 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 391354 | Total |
| Management And General | 391354 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111580 | Total |
| Management And General | 111580 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109864 | Total |
| Management And General | 109864 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68228 | Total |
| Management And General | 68228 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25502 | Total |
| Management And General | 25502 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49500 | Total |
| Management And General | 49500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17226 | Total |
| Management And General | 17226 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46401 | Total |
| Management And General | 46401 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144981 | Total |
| Management And General | 144981 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63895 | Total |
| Management And General | 63895 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31863 | Total |
| Management And General | 31863 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41805 | Total |
| Management And General | 41805 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70529222 | Total |
| Program Services | 68695019 | ProgramServices |
| Management And General | 1834203 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51874709 | BOY |
| EOY | 38470190 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1362586 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 255834 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1106752 | BOY |
| EOY | 1106752 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 679169662 | BOY |
| EOY | 745144731 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2723572 | BOY |
| EOY | 3361129 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 734874695 | BOY |
| EOY | 788082802 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4460326 | BOY |
| EOY | 8052081 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14803420 | BOY |
| EOY | 15203960 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19263746 | BOY |
| EOY | 23256041 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78209537 | BOY |
| EOY | 81420607 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142134510 | BOY |
| EOY | 135972796 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 495266902 | BOY |
| EOY | 547433358 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 715610949 | BOY |
| EOY | 764826761 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 734874695 | BOY |
| EOY | 788082802 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 44839337 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 42668286 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -38291811 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60602085 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 89397966 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66456125 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59401412 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50234702 | CurrentTaxYear |
| Total | 326092290 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60602085 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 89397966 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66456125 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59401412 | CurrentTaxYearMinus1Year |
| Current Tax Year | 50234702 | CurrentTaxYear |
| Total | 326092290 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 25177135 | AmountsSubstContributorsTotal |
| Public Support Total170 | 300915155 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21675799 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15812944 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21989600 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25925487 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25371688 | CurrentTaxYear |
| Total | 110775518 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 436867808 | TotalSupport |
| Gross Receipts From Admissions Etc | 5183620 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68880 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71980 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 876.28 | TotalAcreage |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 40.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 1500 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 501670279 | BeginningOfYearBalance |
| Contributions | 11582869 | Contributions |
| Investment Earnings Or Losses | 63196889 | InvestmentEarningsOrLosses |
| Other Expenditures | 23174910 | OtherExpenditures |
| End Of Year Balance | 553275127 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 499101552 | BeginningOfYearBalance |
| Contributions | 15271769 | Contributions |
| Investment Earnings Or Losses | 7476602 | InvestmentEarningsOrLosses |
| Other Expenditures | 20179644 | OtherExpenditures |
| End Of Year Balance | 501670279 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 415345255 | BeginningOfYearBalance |
| Contributions | 23550128 | Contributions |
| Investment Earnings Or Losses | 81350544 | InvestmentEarningsOrLosses |
| Other Expenditures | 21144375 | OtherExpenditures |
| End Of Year Balance | 499101552 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 377288562 | BeginningOfYearBalance |
| Contributions | 10775437 | Contributions |
| Investment Earnings Or Losses | 51694656 | InvestmentEarningsOrLosses |
| Other Expenditures | 24413400 | OtherExpenditures |
| End Of Year Balance | 415345255 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 505940110 | BeginningOfYearBalance |
| Contributions | 16393989 | Contributions |
| Investment Earnings Or Losses | -130673046 | InvestmentEarningsOrLosses |
| Other Expenditures | 14372491 | OtherExpenditures |
| End Of Year Balance | 377288562 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04080 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02020 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 0 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1106752 | InvestmentCostOrOtherBasis |
| Book Value | 1106752 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 255834 | InvestmentCostOrOtherBasis |
| Depreciation | 255834 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1106752 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EQUITY SECURITIES | 37831487 | F |
| FIXED INCOME SECURITIES | 15221150 | F |
| SHORT-TERM INVESTMENTS | 10223562 | F |
| COMMINGLED FUNDS-EQUITIES | 317347140 | F |
| OTHER PARTNERSHIPS | 110405036 | F |
| NON-MARKETABLE ALTERNATIVES | 113893354 | F |
| MARKETABLE ALTERNATIVES | 118265957 | F |
| EXCHANGE TRADED FUNDS | 21957045 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 745144731 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY OBLIGATIONS | Description |
| Amount | $15,203,960 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 15203960 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 131370920 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 42668286 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 42668286 | RevenueNotRptdF990 |
| Revenue Subtotal | 88702634 | RevenueSubtotal |
| Other Revenues Not Included | 26665925 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 26665925 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 115368559 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 82155108 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 11670644 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 11670644 | ExpensesNotRptdF990 |
| Expenses Subtotal | 70484464 | ExpensesSubtotal |
| Other Expenses Not Included | 44758 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 44758 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 70529222 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | CONSERVATION EASEMENTS ARE RECORDED AS REVENUE AT FAIR MARKET VALUE ON THE DATE OF THE RECEIPT. THEY ARE CARRIED ON THE BALANCE SHEET AT THIS VALUE AND ARE SUBJECT TO IMPAIRMENT ANALYSIS. |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO PROVIDE SUPPORT FOR THE UNIVERSITY OF ARKANSAS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PROVISION FOR LOSS ON UNCOLLECTIBLE PLEDGES -11,670,644. INCOME FROM PARTNERSHIPS NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS 38,336,569. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PROVISION FOR LOSS ON UNCOLLECTIBLE PLEDGES 11,670,644. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 44,758. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NOT APPLICABLE | Region |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF ARKANSAS SYSTEM | |||||||
| 2404 NORTH UNIVERSITY AVENUE | LITTLE ROCK | AR | 72207 | 716003252 | UA - SYSTEM | 3637860 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF ARKANSAS FAYETTEVILLE | |||||||
| UNIVERSITY OF ARKANSAS | FAYETTEVILLE | AR | 72701 | 716003252 | UA - SYSTEM | 34505319 | EDUCATIONAL/RESEARCH |
| DIVISION OF AGRICULTURE | |||||||
| 2301 SOUTH UNIVERSITY AVENUE | LITTLE ROCK | AR | 72204 | 716003252 | UA - SYSTEM | 3180276 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF ARKANSAS AT LITTLE ROCK | |||||||
| 2801 S UNIVERSITY AVENUE | LITTLE ROCK | AR | 72204 | 710236904 | UA - SYSTEM | 5285332 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES | |||||||
| 4301 W MARKHAM ST | LITTLE ROCK | AR | 72205 | 716046242 | UA - SYSTEM | 11609922 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF ARKANSAS AT MONTICELLO | |||||||
| UNIVERSITY OF MONTICELLO | MONTICELLO | AR | 71656 | 716008509 | UA - SYSTEM | 1922920 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF ARKANSAS AT PINE BLUFF | |||||||
| 1200 N UNIVERSITY DRIVE | PINE BLUFF | AR | 71601 | 716010030 | UA - SYSTEM | 592856 | EDUCATIONAL/RESEARCH |
| ARKANSAS CANCER RESEARCH CENTER | |||||||
| 4301 W MARKHAM ST 721 | LITTLE ROCK | AR | 72205 | 716046242 | UA - SYSTEM | 9693126 | EDUCATIONAL/RESEARCH |
| UNIVERSITY OF ARKANSAS COMMUNITY COLLEGE AT BATESVILLE | |||||||
| PO BOX 3350 | BATESVILLE | AR | 72503 | 710445264 | UA - SYSTEM | 101611 | EDUCATIONAL/RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE USE OF FUNDS IS MONITORED VIA THE ACCOUNTS PAYABLE PROCESS. ALL FUNDS DISBURSED ARE REVIEWED FOR COMPLIANCE WITH DONOR INTENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR CLAY H DAVIS | ||||||||||||||
| EXEC DIR/TREASURER | 254977 | 0 | 0 | 0 | 13505 | 0 | 25810 | 0 | 15393 | 0 | 309685 | 0 | 0 | 0 |
| MS DIANNA LEE | ||||||||||||||
| CFO/ASST TREASURER | 177883 | 0 | 0 | 0 | 17800 | 0 | 17000 | 0 | 15335 | 0 | 228018 | 0 | 0 | 0 |
| MS VICKIE FERGUSON | ||||||||||||||
| DIR OF INV/ASST TREAS | 143045 | 0 | 0 | 0 | 0 | 0 | 14330 | 0 | 186 | 0 | 157561 | 0 | 0 | 0 |
| MR ROBERT KOSTER | ||||||||||||||
| CONTROLLER/ASST SECRETARY | 123813 | 0 | 0 | 0 | 0 | 0 | 12734 | 0 | 17335 | 0 | 153882 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 124 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1995702 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG. HIGH/LOW SELLING PR | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | AUTOMOBILE | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE FOUNDATION DOES UTILIZE THIRD PARTY REAL ESTATE FIRMS, AGENTS AND STOCK BROKERS TO LIQUIDATE GIFTS OF PROPERTY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE 22 MEMBERS OF THE GOVERNING BODY ARE APPOINTED AS FOLLOWS: -4 MEMBERS BY THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ARKANSAS -2 MEMBERS BY THE VOLUNTEER ADVANCEMENT ORGANIZATION OF THE FAYETTEVILLE CAMPUS OF THE UNIVERSITY OF ARKANSAS -2 MEMBERS BY THE VOLUNTEER ADVANCEMENT ORGANIZATION OF THE MEDICAL SCIENCES CAMPUS OF THE UNIVERSITY OF ARKANSAS -2 MEMBERS BY THE VOLUNTEER ADVANCEMENT ORGANIZATION OF THE LITTLE ROCK CAMPUS OF THE UNIVERSITY OF ARKANSAS -2 MEMBERS BY THE VOLUNTEER ADVANCEMENT ORGANIZATION OF THE MONTICELLO CAMPUS OF THE UNIVERSITY OF ARKANSAS -2 MEMBERS BY THE VOLUNTEER ADVANCEMENT ORGANIZATION OF THE PINE BLUFF CAMPUS OF THE UNIVERSITY OF ARKANSAS -2 MEMBERS BY THE VOLUNTEER ADVANCEMENT ORGANIZATION OF THE AGRICULTURAL DEVELOPMENT COUNCIL OF THE UNIVERSITY OF ARKANSAS -4 MEMBERS BY THE FOUNDATION'S BOARD OF DIRECTORS -2 MEMBERS BY THE VOLUNTEER ADVANCEMENT ORGANIZATION OF THE WINTHROP ROCKEFELLER CANCER INSTITUTE OF THE UNIVERSITY OF ARKANSAS | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE IN CONSULTATION WITH MANAGEMENT AND INDEPENDENT TAX ACCOUNTANT | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS DISCLOSING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST OR AFFIRMATIVELY STATING THAT NO ACTUAL OR POTENTIAL CONFLICT EXISTS. IN ADDITION, BOARD MEMBERS RESPONSIBLE FOR INVESTMENT DECISIONS ARE PROVIDED A LIST OF ENTITIES PROVIDING SERVICES TO THE ENDOWMENT AND EACH MEMBER IS REQUIRED TO DISCLOSE IN WRITING ANY RELATIONSHIP WITH SUCH ENTITIES. THE EXECUTIVE DIRECTOR REVIEWS ALL BOARD CONFLICT OF INTEREST DISCLOSURE FORMS AND COUNTERSIGNS EACH AS PROOF OF REVIEW. ANY POTENTIAL CONFLICT OF INTEREST IS REPORTED TO THE EXECUTIVE COMMITTEE WHICH MUST APPROVE THE ARRANGEMENT BY A MAJORITY OF MEMBERS WITH THE BOARD MEMBER IN QUESTION ABSTAINING FROM SUCH VOTE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR EXECUTIVE DIRECTOR, OTHER OFFICERS AND KEY EMPLOYEES INCLUDES REVIEW AND APPROVAL BY BOTH A COMPENSATION COMMITTEE AND THE EXECUTIVE COMMITTEE. AN INDEPENDENT COMPENSATION CONSULTANT PROVIDES COMPARABLE COMPENSATION DATA TO THE COMPENSATION COMMITTEE. CONTEMPORANEOUS DOCUMENTATION WITH RESPECT TO DELIBERATIONS AND DECISIONS IS MAINTAINED. THE PROCESS IS UNDERTAKEN ANNUALLY AND WAS LAST UNDERTAKEN FOR THE TAX YEAR BEING REPORTED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 IS AVAILABLE ON OUR WEBSITE. FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, & GOVERNING DOCS WILL BE SUPPLIED TO ANYONE WHO REQUESTS. (WITHIN TIME-FRAME DESIGNATED BY IRS) | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 44,758. INCOME FROM PARTNERSHIPS NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS -38,336,569. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ARKANSAS FOUNDATION REALTY LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 RESEARCH CENTER BLVD SUITE 120 | AddressLine1 |
| City | FAYETTEVILLE | City |
| State | AR | State |
| ZIP Code | 72701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 716056774 | EIN |
| Primary Activities | REAL ESTATE MANAGEMENT | PrimaryActivities |
| Legal Domicile State | AR | LegalDomicileState |
| EOY Assets | 759000 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF ARKANSAS FOUNDATION INC | BusinessNameLine1 |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UAF FUND LP - HF CLASS SERIES | ||||||||||||||
| 100 SUMMER STREET | BOSTON | MA | 021102112 | 271964092 | INVESTMENT | MA | N/A | INVESTMENT | 4883280 | 217270342 | 0 | $77 | 0 | 0.99990 |
| UAF FUND LP - PE CLASS SERIES | ||||||||||||||
| 100 SUMMER STREET | BOSTON | MA | 021102112 | 271964155 | INVESTMENT | MA | N/A | INVESTMENT | 19043492 | 264087145 | 0 | -$277,903 | 0 | 0.99990 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (12) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | AR | LegalDomicileState |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |