UNIVERSITY OF LOUISVILLE FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF LOUISVILLE FOUNDATION INC (EIN 23-7078461)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201311359349305036
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T13:01:20-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 Brownsboro Road | AddressLine1 |
| Address Line2 | Suite 400 | AddressLine2 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 402411122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237078461 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF LOUISVILLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 5028527072 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Controllers Office | AddressLine1 |
| Address Line2 | University of Louisville | AddressLine2 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40292 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR JAMES R RAMSEY | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rachel Spurlock | Name |
| PTIN | P00520729 | PTIN |
| Phone | 5023263996 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JAMES R RAMSEY | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2301 South Third | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40292 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 178715439 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LOUISVILLEFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF THE UNIVERSITY OF LOUISVILLE. SUBSTANTIALLY ALL OF ITS SUPPORT IS FROM THE GENERAL PUBLIC IN THE FORM OF GIFTS AND ENDOWMENTS. IT MAKES DISBURSEMENTS TO AND FOR THE UNIVERSITY OF LOUISVILLE TO SUPPORT THE UNIVERSITY IN CARRYING OUT ITS EXEMPT PURPOSE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | -4196400 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -4024161 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 39727598 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 55949088 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1850828 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13324395 | InvestmentIncomePriorYear |
| Investment Income Current Year | 18848727 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2246523 | OtherRevenuePriorYear |
| Other Revenue Current Year | -3990130 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 57149344 | TotalRevenuePriorYear |
| Total Revenue Current Year | 70807685 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9284361 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15030740 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1743603 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1108810 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9223533 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 72358716 | OtherExpensePriorYear |
| Other Expenses Current Year | 66260156 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 83386680 | TotalExpensesPriorYear |
| Total Expenses Current Year | 82399706 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -26237336 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -11592021 | RevenuesLessExpensesCY |
| Total Assets BOY | 961073320 | TotalAssetsBOY |
| Total Assets EOY | 921526307 | TotalAssetsEOY |
| Total Liabilities BOY | 145683468 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 130154013 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 815389852 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 791372294 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UNIVERSITY OF LOUISVILLE FOUNDATION (FOUNDATION) EXISTS TO SUPPORT THE ACADEMIC, SCHOLARLY, RESEARCH, AND COMMUNITY ENGAGEMENT ACTIVITIES OF THE UNIVERSITY OF LOUISVILLE (UNIVERSITY) AND TO ASSIST THE UNIVERSITY IN BECOMING A NATIONAL TOP TIER METROPOLITAN RESEARCH UNIVERSITY. (CONTINUED ON SCHEDULE O.) | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 41050558 | Expense |
| Grants | 7382830 | Grants |
| Revenue | 180216 | Revenue |
| Description | RESEARCH AND ACADEMIC PROGRAMS - THE UNIVERSITY OF LOUISVILLE, WITH SUPPORT PROVIDED BY THE UNIVERSITY OF LOUISVILLE FOUNDATION, IS FOCUSED ON ENSURING THE GREAT IDEAS THAT BEGIN IN THE LABORATORY AND THE CLASSROOM BECOME TANGIBLE BENEFITS FOR REAL PEOPLE. RESEARCH SUPPORTED BY THE FOUNDATION: (1) IS THE BASIS FOR INNOVATIVE SOLUTIONS AND PRODUCTS; (2) IMPROVES HEALTH CARE FOR ALL KENTUCKIANS; (3) IMPROVES QUALITY OF LIFE; AND (4) OFFERS STUDENTS FIRSTHAND LEARNING EXPERIENCES FROM OUTSTANDING FACULTY | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9023462 | Expense |
| Grants | 7167733 | Grants |
| Revenue | 0 | Revenue |
| Description | STUDENT FINANCIAL AID AND PROGRAMS - THE UNIVERSITY OF LOUISVILLE LEADS THE STATE IN NUMBER OF STUDENTS WHO EARN INTERNATIONALLY COMPETITIVE SCHOLARSHIPS, INCLUDING THE FULBRIGHT SCHOLARSHIP. (CONTINUED ON SCHEDULE O.) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4540532 | Expense |
| Grants | 368673 | Grants |
| Revenue | 0 | Revenue |
| Description | COMMUNITY ENGAGEMENT - THE UNIVERSITY OF LOUISVILLE'S STRATEGIC PLAN "THE 2020 PLAN: MAKING IT HAPPEN" DESCRIBES THE UNIVERSITY'S COMMITMENT TO COMMUNITY ENGAGEMENT AND REINFORCES THE CONCEPT OF A "CITIZEN UNIVERSITY." FUTURE GROWTH OF INITIATIVES IN THE SIGNATURE PARTNERSHIP, IDEAS TO ACTION (I2A), STUDENT AFFAIRS AND IN EACH ACADEMIC UNIT WILL RESULT IN SIGNIFICANT INCREASES IN OUR COMMUNITY SERVICE PROJECTS AND COMMUNITY-BASED INSTRUCTIONAL AND RESEARCH EFFORTS. THE UNIVERSITY HAS BEEN REPEATEDLY RECOGNIZED FOR VOLUNTEERISM, LEADERSHIP IN SUSTAINABILITY AND AS A "GOOD NEIGHBOR" FOR THE COMMUNITY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4123527 | Expense |
| Grants | 111504 | Grants |
| Revenue | 481081 | Revenue |
| Description | OTHER PROGRAM SERVICES INCLUDE OPERATIONAL SUPPORT TO THE UNIVERSITY OF LOUISVILLE AND ITS AFFILIATES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4123527 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 111504 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 481081 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 58738079 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 564 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Larry Zink | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5028527072 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | University of Louisville | AddressLine1 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 40292 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BURT DEUTSCH | |||||||
| Vice Chair | 0.50 | X | X | 0 | 0 | 0 | |
| DR JAMES R RAMSEY | |||||||
| President | 10.00 | X | X | 421200 | 0 | 217857 | |
| EDDY ROBERTS | |||||||
| Secretary | 0.50 | X | X | 0 | 0 | 0 | |
| J CHESTER PORTER | |||||||
| Chairman | 0.50 | X | X | 0 | 0 | 0 | |
| JOYCE HAGEN | |||||||
| Treasurer | 0.50 | X | X | 0 | 0 | 0 | |
| CHUCK DENNY | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| DEBBIE SCOPPECHIO | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| DR SALEM GEORGE | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| FRANK WEISBERG | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| LALIT SARIN | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| MARGARET HANDMAKER | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| OWSLEY FRAZIER | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| SAM RECHTER | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| WILLIAM SELVIDGE | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| WILLIAM WILCOX | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| DR SHIRLEY WILLIHNGANZ | |||||||
| Executive Vice President | 10.00 | X | 69887 | 0 | 150000 | ||
| KATHLEEN SMITH | |||||||
| Assistant Secretary | 10.00 | X | 34861 | 0 | 125816 | ||
| MICHAEL J CURTIN | |||||||
| Assistant Treasurer | 10.00 | X | 52234 | 0 | 36955 | ||
| THOMAS JURICH | |||||||
| Vice President | 10.00 | 255915 | 0 | 0 | X | ||
| VICKIE YATES BROWN | |||||||
| President/CEO - Nucleus | 49.50 | 299398 | 0 | 35831 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1133495 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 566459 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT ADVICE | 1277083 |
| PERITUS PUBLIC RELATIONS LLC | |||||
| 200 S FIFTH ST STE 503 NORTH | LOUISVILLE | KY | 40202 | CONSULTING | 621395 |
| STITES AND HARBISON | |||||
| 400 WEST MARKERT STREET SUITE 1800 | LOUISVILLE | KY | 40202 | LEGAL SERVICES | 295232 |
| UNIVERSITY PHYSICIANS GROUP INC | |||||
| 323 E CHESTNUT ST | LOUISVILLE | KY | 40202 | MEDICAL | 225000 |
| GLOBAL ACADEMY FOR MEDICAL EDUCATION | |||||
| 5635 FISHERS LANE SUITE 6000 | ROCKVILLE | MD | 20852 | EDUCATION PROGRAM DEVELOPMENT | 193500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 210000 | GovernmentGrants |
| All Other Contributions | 55739088 | AllOtherContributions |
| Noncash Contributions | 4066362 | NoncashContributions |
| Total Contributions | 55949088 | TotalContributions |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10187567 | TotalRevenueColumn |
| Unrelated Business Revenue | -378592 | UnrelatedBusinessRevenue |
| Exclusion | $10,566,159 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 82964 | TotalRevenueColumn |
| Exclusion | $82,964 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2154833 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7367405 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -5212572 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5212572 | TotalRevenueColumn |
| Unrelated Business Revenue | -4295989 | UnrelatedBusinessRevenue |
| Exclusion | -$916,583 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 109201509 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 100514273 | Securities |
| Other | 26076 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8687236 | Securities |
| Other | -26076 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8661160 | TotalRevenueColumn |
| Exclusion | $8,661,160 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PROFESSIONAL FEES AND SERVICES | 611710 | 590676 | 112495 | 478181 |
| ADMINISTRATIVE FEES | 561110 | 481081 | 481081 | |
| MISCELLANEOUS | 900099 | 67721 | 67721 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1139478 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70807685 | TotalRevenueColumn |
| Related Or Exempt Function Income | 661297 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -4196400 | UnrelatedBusinessRevenue |
| Exclusion | $18,393,700 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5873504 | Total |
| Program Services | 5873504 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8997236 | Total |
| Program Services | 8997236 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160000 | Total |
| Program Services | 160000 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1108810 | Total |
| Management And General | 1108810 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215115 | Total |
| Program Services | 73734 | ProgramServices |
| Management And General | 139936 | ManagementAndGeneral |
| Fundraising | 1445 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48995 | Total |
| Management And General | 48995 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210925 | Total |
| Management And General | 210925 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1803573 | Total |
| Management And General | 1803573 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47142192 | Total |
| Program Services | 31503446 | ProgramServices |
| Management And General | 6987972 | ManagementAndGeneral |
| Fundraising | 8650774 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2837543 | Total |
| Program Services | 1443826 | ProgramServices |
| Management And General | 1236054 | ManagementAndGeneral |
| Fundraising | 157663 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1272101 | Total |
| Program Services | 671744 | ProgramServices |
| Management And General | 470717 | ManagementAndGeneral |
| Fundraising | 129640 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1162650 | Total |
| Program Services | 705191 | ProgramServices |
| Management And General | 439300 | ManagementAndGeneral |
| Fundraising | 18159 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1627647 | Total |
| Program Services | 983001 | ProgramServices |
| Management And General | 631250 | ManagementAndGeneral |
| Fundraising | 13396 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2819925 | Total |
| Program Services | 2235157 | ProgramServices |
| Management And General | 447258 | ManagementAndGeneral |
| Fundraising | 137510 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 920325 | Total |
| Program Services | 628445 | ProgramServices |
| Management And General | 264589 | ManagementAndGeneral |
| Fundraising | 27291 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115803 | Total |
| Program Services | 115803 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1842420 | Total |
| Program Services | 1842420 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65679 | Total |
| Program Services | 27840 | ProgramServices |
| Management And General | 37798 | ManagementAndGeneral |
| Fundraising | 41 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LABORATORY AND RESEARCH SUPPORT | 2150911 | 1830561 | 317871 | 2479 |
| SMALL EQUIPMENT | 1239871 | 1125462 | 109528 | 4881 |
| INSTRUCTIONAL AND TRAINING | 332547 | 323569 | 8042 | 936 |
| OTHER FEES | 109090 | 101156 | 7905 | 29 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 342844 | Total |
| Program Services | 95984 | ProgramServices |
| Management And General | 167571 | ManagementAndGeneral |
| Fundraising | 79289 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82399706 | Total |
| Program Services | 58738079 | ProgramServices |
| Management And General | 14438094 | ManagementAndGeneral |
| Fundraising | 9223533 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3180 | BOY |
| EOY | 3439 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11689049 | BOY |
| EOY | 15250072 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36061441 | BOY |
| EOY | 29173411 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1478769 | BOY |
| EOY | 2438168 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1705062 | BOY |
| EOY | 1715378 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164883 | BOY |
| EOY | 190183 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 112820673 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19575912 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78544414 | BOY |
| EOY | 93244761 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160977501 | BOY |
| EOY | 169972601 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 595824294 | BOY |
| EOY | 559459267 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74624727 | BOY |
| EOY | 50079027 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 961073320 | BOY |
| EOY | 921526307 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2542595 | BOY |
| EOY | 3085631 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5046896 | BOY |
| EOY | 7039239 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27727738 | BOY |
| EOY | 36400502 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47358955 | BOY |
| EOY | 46398684 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63007284 | BOY |
| EOY | 37229957 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145683468 | BOY |
| EOY | 130154013 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179916539 | BOY |
| EOY | 172394669 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248789521 | BOY |
| EOY | 225418077 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386683792 | BOY |
| EOY | 393559548 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 815389852 | BOY |
| EOY | 791372294 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 961073320 | BOY |
| EOY | 921526307 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -11592021 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -12425537 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | 36221999 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48889250 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49458052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39727598 | CurrentTaxYearMinus1Year |
| Current Tax Year | 55949088 | CurrentTaxYear |
| Total | 230245987 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36221999 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 48889250 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49458052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39727598 | CurrentTaxYearMinus1Year |
| Current Tax Year | 55949088 | CurrentTaxYear |
| Total | 230245987 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 19582767 | AmountsSubstContributorsTotal |
| Public Support Total170 | 210663220 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13902639 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11925294 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9374530 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9255259 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12425364 | CurrentTaxYear |
| Total | 56883086 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 287129073 | TotalSupport |
| Public Support Pertcentage170 | 0.73360 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81160 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $210,925 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 210925 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of the activities reported on Lines 1a through 1i | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1 | ReturnReference |
| Explanation | THE ORGANIZATION INCURRED EXPENSES RELATING TO MEETING WITH LESIGLATORS, POLICY MAKERS, AND LEGISLATIVE STAFF. THESE CONTACTS ENTAILED EMPLOYING THE SERVICES OF OUTSIDE LOBBYISTS AS WELL AS USING INTERNAL STAFF TO PREPARE TALKING POINTS AND OTHER COMMUNICATIONS TO LEGISLATORS AND POLICY MAKERS AS WELL AS ENLISTING PUBLIC SUPPORT FOR THE UNIVERSITY'S POSITION ON ISSUES. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 2032148 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 739226249 | BeginningOfYearBalance |
| Contributions | 12102614 | Contributions |
| Investment Earnings Or Losses | -22742518 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6729819 | GrantsOrScholarships |
| Other Expenditures | 21996263 | OtherExpenditures |
| Administrative Expenses | 7394299 | AdministrativeExpenses |
| End Of Year Balance | 692465964 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 644498300 | BeginningOfYearBalance |
| Contributions | 13677690 | Contributions |
| Investment Earnings Or Losses | 70964906 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6222255 | GrantsOrScholarships |
| Other Expenditures | -21353653 | OtherExpenditures |
| Administrative Expenses | 5046045 | AdministrativeExpenses |
| End Of Year Balance | 739226249 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 599240855 | BeginningOfYearBalance |
| Contributions | 7657597 | Contributions |
| Investment Earnings Or Losses | 78595177 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6179520 | GrantsOrScholarships |
| Other Expenditures | 27742512 | OtherExpenditures |
| Administrative Expenses | 7073297 | AdministrativeExpenses |
| End Of Year Balance | 644498300 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 741052668 | BeginningOfYearBalance |
| Contributions | 8982106 | Contributions |
| Investment Earnings Or Losses | -116223892 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6075646 | GrantsOrScholarships |
| Other Expenditures | 22767748 | OtherExpenditures |
| Administrative Expenses | 5726633 | AdministrativeExpenses |
| End Of Year Balance | 599240855 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.24670 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.74380 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00950 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37809007 | OtherCostOrOtherBasis |
| Book Value | 37809007 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32005405 | OtherCostOrOtherBasis |
| Depreciation | 6603357 | Depreciation |
| Book Value | 25402048 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14449868 | OtherCostOrOtherBasis |
| Depreciation | 9667978 | Depreciation |
| Book Value | 4781890 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28556393 | OtherCostOrOtherBasis |
| Depreciation | 3304577 | Depreciation |
| Book Value | 25251816 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 93244761 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MARKETABLE ALTERNATIVES | 138107698 | F |
| INVESTMENT IN PARTNERSHIPS | 414418096 | F |
| MISC INVESTMENTS | 2138533 | C |
| INVESTMENT IN PARTNERSHIP - EQUITY METHOD | 4794940 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 559459267 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER ASSETS | 902283 |
| FUNDS HELD BY OTHERS | 43690139 |
| INTERCOMPANY RECEIVABLES | 5486605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 50079027 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO UNIVERSITY OF LOUISVILLE | $17,477,099 |
| DEPOSITS | $26,034 |
| LONG TERM LIABILITY | $19,726,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 37229957 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Collections of art - description of collections | Schedule D, Part III, Line 4 | HISTORICAL COLLECTIONS INCLUDE RARE MATERIALS, SCULPTURES AND OTHER PIECES OF ART AND RARE BOOKS. |
| Explanation of escrow agreement | Schedule D, Part IV, Line 2b | THE ORGANIZATION IS THE CUSTODIAN OF FUNDS OWNED BY THE UNIVERSITY OF LOUISVILLE ATHLETICS ASSOCIATION (THE ASSOCIATION). THE ASSOCIATION IS A SEPARATE CORPORATION ORGANIZED FOR THE PURPOSE OF PROMOTING THE INTERCOLLEGIATE ATHLETIC ACTIVITIES OF THE UNIVERSITY OF LOUISVILLE. THE ORGANIZATION SERVES IN AN AGENCY CAPACITY AND INVESTS FUNDS ON BEHALF OF THE ASSOCIATION BASED ON A FORMAL TRUST AGREEMENT. AS OF JUNE 30, 2012, THE ORGANIZATION HELD APPROXIMATELY $36.8 MILLION FOR THE ASSOCIATION'S INVESTMENT PURPOSES. DURING THE YEAR ENDED JUNE 30, 2005, THE ORGANIZATION ENTERED INTO AN AGREEMENT WITH JEWISH HOSPITAL & ST. MARY'S HEALTHCARE, INC. (JEWISH HOSPITAL) WHEREBY THE FOUNDATION SERVES IN AN AGENCY CAPACITY TO INVEST FUNDS ON BEHALF OF JEWISH HOSPITAL. JEWISH HOSPITAL IS A SEPARATE CORPORATION ORGANIZED FOR THE PURPOSE OF PROVIDING HEALTHCARE SERVICES. AS OF JUNE 30, 2012, THE ORGANIZATION HELD APPROXIMATELY $9.4 MILLION FOR JEWISH HOSPITAL'S INVESTMENT PURPOSES. DURING THE YEAR ENDED JUNE 30, 2011, THE ORGANIZATION WAS THE RECIPIENT OF ENDOWED FUNDS, THE INCOME OF WHICH SHALL BE USED IN SUPPORT OF THE LOUISVILLE ORCHESTRA. AS OF JUNE 30, 2012, THE ORGANIZATION HELD APPROXIMATELY $0.2 MILLION FOR THE BENEFIT OF THE LOUISVILLE ORCHESTRA. THE ORGANIZATION, ACTING IN AN AGENT CAPACITY, DOES NOT REFLECT EARNINGS ON INVESTMENTS HELD IN TRUST FOR OTHERS IN ITS REVENUES AS THESE EARNINGS ARE DISTRIBUTED TO THE OWNERS OF THE FUNDS. |
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | THE INTENDED USE OF THE UNIVERSITY OF LOUISVILLE FOUNDATION INC'S ENDOWMENTS FALL INTO 8 CATEGORIES: INSTRUCTION, RESEARCH, PUBLIC SERVICE, ACADEMIC SUPPORT, STUDENT SERVICES, INSTITUTIONAL SUPPORT, MAINTENANCE AND OPERATION OF PHYSICAL PLANT, AND STUDENT FINANCIAL AID. THE GREATEST AMOUNT OF FUNDS PROVIDED FOR SPENDING ARE FOR RESEARCH AND STUDENT FINANCIAL AID. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | THE FOUNDATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. THE FOUNDATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. WITH A FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATION BY TAX AUTHORITIES PRIOR TO FISCAL YEAR 2009. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 126377882 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 126377882 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| GRAWEMEYER AWARDS | NORTH AMERICA (CANADA & MEXICO ONLY) | 1 | 40000 | WIRE TRANSFER |
| GRAWEMEYER AWARDS | EUROPE (INCLUDING ICELAND AND GREENLAND) | 3 | 80000 | WIRE TRANSFER |
| GRAWEMEYER AWARDS | EAST ASIA AND THE PACIFIC | 1 | 40000 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 5455 N HIGH ST | COLUMBUS | OH | 43214 | 135613797 | 501(C)(3) | 85000 | GENERAL SUPPORT | |
| NATIONAL MERIT SCHOLARSHIP CORPORATION | ||||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | 362307745 | 501(C)(3) | 23250 | SCHOLARSHIPS | |
| MARCH OF DIMES | ||||||||
| 4802 SHERBURN LANE | LOUISVILLE | KY | 40207 | 131846366 | 501(C)(3) | 16667 | GENERAL SUPPORT | |
| BELLARMINE UNIVERSITY | ||||||||
| 2001 NEWBURG ROAD | LOUISVILLE | KY | 40205 | 610482955 | 501(C)(3) | 9500 | SCHOLARSHIPS | |
| KENTUCKIANA METROVERSITY INC | ||||||||
| 200 W BROADWAY | LOUISVILLE | KY | 40202 | 610727902 | 501(C)(3) | 6500 | AWARD | |
| UNIVERSITY OF LOUISVILLE | ||||||||
| BELKNAP CAMPUS | LOUISVILLE | KY | 40292 | 611014882 | 501(C)(1) | 5732587 | GENERAL SUPPORT | SERVICE COMPLEX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance |
|---|---|---|---|
| GRAWEMEYER AWARDS | 23 | 620000 | 0 |
| SCHOLARSHIPS | 1734 | 8377236 | 0 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Procedures for monitoring use of grant funds | Schedule I, Part I, Line 2 | THE UNIVERSITY OF LOUISVILLE FOUNDATION PARTICIPATES IN COST SHARING WITH GRANTS BY TRANSFERRING CERTAIN EXPENSES, USUALLY SALARY AND USUALLY WITH RESEARCH GRANTS. THE FOUNDATION'S RESPONSIBILITY IS TO VERIFY THAT THE COST SHARE EXPENSE IS ALLOWABLE BY THE ENDOWMENT OR GIFT PROGRAM AND THAT THE ENDOWMENT OR GIFT PROGRAM HAS SUFFICIENT FUNDS TO COVER THE TRANSFER. SPONSORED PROGRAMS IS THE AREA RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS AND ALL GOVERNMENT REPORTING. |
| PART III | SCHEDULE I, PART III | THE GRAWEMEYER AWARDS ARE AMONG THE WORLD'S MOST PRESTIGIOUS AWARDS PRESENTED TO INDIVIDUALS IN THE FIELDS OF EDUCATION, IDEAS IMPROVING WORLD ORDER, MUSIC COMPOSITION, RELIGION AND PSYCHOLOGY. H. CHARLES GRAWEMEYER CREATED THE AWARDS IN 1984 WITH AN INITIAL ENDOWMENT OF $9 MILLION AND SINCE THEN IT HAS DRAWN THOUSANDS OF NOMINATIONS FROM AROUND THE WORLD. GRAWEMEYER DISTINGUISHED THE AWARDS BY HONORING IDEAS RATHER THAN LIFE-LONG ACHIEVEMENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR JAMES R RAMSEY | |||||||||||||
| 137796 | 0 | 171995 | 0 | 111409 | 0 | 217857 | 0 | 0 | 0 | 639057 | 0 | 0 | 0 |
| DR SHIRLEY WILLIHNGANZ | |||||||||||||
| 45646 | 0 | 0 | 0 | 24241 | 0 | 150000 | 0 | 0 | 0 | 219887 | 0 | 0 | 0 |
| KATHLEEN SMITH | |||||||||||||
| 34623 | 0 | 0 | 0 | 238 | 0 | 123710 | 0 | 2106 | 0 | 160677 | 0 | 0 | 0 |
| THOMAS JURICH | |||||||||||||
| 255915 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 255915 | 0 | 0 | 0 |
| VICKIE YATES BROWN | |||||||||||||
| 298624 | 0 | 0 | 0 | 774 | 0 | 24500 | 0 | 11331 | 0 | 335229 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Tax indemnification and gross-up payments | Schedule J, Part I, Line 1a | AS PER HIS EMPLOYMENT CONTRACT, DR. JAMES RAMSEY IS PROVIDED TAX GROSS-UPS RELATING TO PREMIUMS PAID BY THE ORGANIZATION FOR A LONG-TERM CARE INSURANCE BENEFIT AND A SUPPLEMENTAL DISABILITY INSURANCE BENEFIT. KATHLEEN SMITH IS PROVIDED TAX GROSS-UP PAYMENTS RELATING TO A SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN. THE GROSS-UPS ARE CALCULATED AND BECOME PAYABLE WHENEVER AMOUNTS CONTRIBUTED UNDER THE PLAN ARE VESTED AND PAYABLE. |
| Health or social club dues or initiation fees | Schedule J, Part I, Line 1a | COUNTRY CLUB DUES ARE PAID ON BEHALF OF DR. JAMES RAMSEY. MEMBERSHIP IS PRIMARILY USED TO CONDUCT THE BUSINESS OF THE ORGANIZATION. LOGS ARE REQUIRED TO DETERMINE TAXABLE COMPENSATION FROM COUNTRY CLUB DUES IN THE EVENT THAT ANY OF THE USE IS PERSONAL. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | THE FOLLOWING AMOUNTS RELATING TO A SECTION 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN WERE ACCRUED BY THE ORGANIZATION DURING THE YEAR: DR. JAMES RAMSEY - $75,000 DR. SHIRLEY WILLIHNGANZ - $150,000 KATHLEEN SMITH - $120,362 IN ADDITION, $142,857 INCENTIVE COMPENSATION WAS ACCRUED BY THE ORGANIZATION FOR DR. JAMES RAMSEY DURING THE YEAR AND WAS PAYABLE BEGINNING IN CALENDAR YEAR 2012. |
| BONUS & INCENTIVE COMPENSATION | SCHEDULE J, PART II, COLUMN (B)(II) | DR. JAMES RAMSEY IS ELIGIBLE TO RECEIVE AN ANNUAL BONUS OF UP TO 25% OF HIS UNIVERSITY OF LOUISVILLE AND UNIVERSITY OF LOUISVILLE FOUNDATION SALARIES. ALTHOUGH DR. RAMSEY WAS AWARDED THIS BONUS IN 2011 AND IT WAS INCLUDED IN HIS TAXABLE INCOME, THE BONUS WAS DONATED BACK TO THE UNIVERSITY BY DR. RAMSEY. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 35937 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 102992 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 9788 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 147 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2050794 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 550000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 19230 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 28 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 25936 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (6 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | OTHER EQUIPMENT | 10 | 496844 | MARKET VALUE |
| X | FURNITURE | 1 | 1750 | MARKET VALUE |
| X | GIFT CERTIFICATES | 16 | 3706 | MARKET VALUE |
| X | OTHER PROPERTY | 17 | 34294 | MARKET VALUE |
| X | COMPUTERS AND TECHNICAL EQUIPMENT | 7 | 719891 | MARKET VALUE |
| X | MUSICAL INSTRUMENTS | 4 | 15200 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COLUMN (B) NUMBER CONTRIBUTIONS | SCHEDULE M, PART I | ALL AMOUNTS IN COLUMN (B) REFLECT NUMBER OF CONTRIBUTIONS RATHER THAN NUMBER OF INDIVIDUAL ITEMS DONATED. |
| Third parties used to solicit, process, or sell noncash contributions | Schedule M, Part I, Line 32b | ON OCCASION THE FOUNDATION USES REALTORS TO SELL REAL PROPERTY AND ART DEALERS TO SELL ARTWORK. |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 1 | |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line other=OTHER EQUIPMENT | |
| Number of contributions or items contributed. | Schedule M, part I, column (b), Line 19 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | SINCE ITS INCEPTION IN 1970, THE FOUNDATION HAS SUPPORTED THE EFFORTS OF THE UNIVERSITY TO ATTRACT OUTSTANDING STUDENTS IN THE REGION (AVERAGE ACT SCORE OF ENTERING FRESHMEN IS 25) AND TO BRING THE WORLD'S TOP SCHOLARS AND SCIENTISTS TO KENTUCKY (ENDOWED CHAIRS AND PROFESSORSHIPS NUMBER 150). ALTHOUGH STATE BUDGET CUTS ARE CHALLENGING, THE UNIVERSITY REMAINS A LEADER AMONG COLLEGES AND UNIVERSITIES IN KENTUCKY. THIS YEAR THE FOUNDATION CONTRIBUTED $141,835,700 FOR SCHOLARSHIP PROGRAMS, RESEARCH INITIATIVES, AND CAPITAL PROJECTS WHILE STATE NET APPROPRIATION DIPPED TO $141,194,758. INVESTMENT IN THE UNIVERSITY IS INCREASINGLY CRITICAL AS STATE SUPPORT FOR HIGHER EDUCATION CONTINUES TO DECLINE. THE UNIVERSITY LEADS THE STATE WITH A RECORD NUMBER 36 FULBRIGHT AWARDS OVER THE PAST THREE YEARS, OUTPACING SCHOOLS LIKE MIT, DARTMOUTH, WAKE FOREST AND MANY OTHERS. THE FOUNDATION FUNDS THE SCHOLARS PROGRAM TO ENHANCE STUDENTS' OPPORTUNITY FOR THESE SPECIAL RECOGNITIONS. THE UNIVERSITY SECURED OVER $196 MILLION IN TOTAL GRANTS AND CONTRACTS, WHICH SUPPORTED ENDOWED CHAIRS, DISTINGUISHED SCHOLARS, FACULTY INVESTIGATORS, RESEARCH-ENGAGED STUDENTS, AND TECHNICAL STAFF. THE FOUNDATION PROVIDES FUNDING TO RECRUIT SCHOLARS, OUTSTANDING STUDENTS, FACULTY, AND ADMINISTRATORS TO LEAD THIS SUCCESSFUL RESEARCH PROGRAM. PARTNERING WITH NTS ON THE SHELBYHURST OFFICE AND RESEARCH PARK TO BUILD THE FIRST LEED CLASS A OFFICE BUILDING IN THE STATE OF KENTUCKY, AND DURING THE WORST ECONOMIC CLIMATE SINCE THE 1930S, THE FOUNDATION HAS ACHIEVED 100% OCCUPANCY IN 600 NORTH AND HAS BEGUN CONSTRUCTION OF ITS SECOND OFFICE BUILDING AT SHELBYHURST. THE UNIVERSITY'S NUCLEUS: KENTUCKY'S LIFE SCIENCES AND INNOVATION CENTER HAS NEARLY COMPLETED THE INITIAL BUILDING ON ITS LIFE SCIENCES RESEARCH PARK. THE RESEARCH PARK, OWNED BY THE FOUNDATION, IS LOCATED IN DOWNTOWN LOUISVILLE. ONCE COMPLETE, THE PARK WILL CONSIST OF FOUR BUILDINGS AND IS PROJECTED TO CREATE 8,700 JOBS. NUCLEUS HOUSES THE INTERNATIONAL CENTER FOR LONG TERM CARE INNOVATION WHICH SERVES AS A CATALYST FOR UOFL'S WORLDWIDE AGING CARE RESEARCH INITIATIVE. CARDINAL SPORTS FANS WITNESSED A BCS SUGAR BOWL VICTORY OVER FLORIDA IN FOOTBALL AND THE APPEARANCE OF CARDINAL MEN'S BASKETBALL IN THE FINAL FOUR IN NEW ORLEANS. THE FOUNDATION CONTINUES TO SUPPORT THE CREATION OF OUTSTANDING FACILITIES TO ATTRACT THE VERY BEST STUDENT-ATHLETE AND COACHING TALENT TO THE UNIVERSITY. THE UNIVERSITY, IN PARTNERSHIP WITH THE FOUNDATION, LAUNCHED ITS "CHARTING OUR COURSE" CAPITAL CAMPAIGN TO RAISE AN UNPRECEDENTED $1 BILLION IN PRIVATE SUPPORT BY 2014. FUNDS GENERATED BY THIS BOLD EFFORT WILL BE MANAGED BY THE FOUNDATION TO MAXIMIZE RETURN ON INVESTMENT AND TO INSURE 1) THE UNIVERSITY REMAINS A CATALYST FOR ECONOMIC GROWTH, 2) FAMILIES OF KENTUCKY HAVE ACCESS TO QUALITY HIGHER EDUCATION, 3) THE UNIVERSITY CONTINUES TO ATTRACT EXCELLENT FACULTY, AND 4) UNIVERSITY RESEARCHERS HAVE THE NECESSARY RESOURCES TO TRANSLATE NEW KNOWLEDGE INTO REAL-WORLD SOLUTIONS. FOR MORE INFORMATION, THE FOUNDATION'S ANNUAL REPORT IS LISTED AT WWW.LOUISVILLEFOUNDATION.ORG. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4B | THIS PRESTIGOUS, INTERNATIONAL EXCHANGE PROGRAM AFFORDS THE BRIGHTEST SCHOLARS AN OPPORTUNITY TO STUDY AND TEACH IN OTHER COUNTRIES. WITH THE GOAL OF BOOSTING ACADEMIC DIALOGUE BETWEEN THE UNITED STATES AND OTHER COUNTRIES, FULBRIGHT SCHOLARS ARE LEADERS AMONG THEIR PEERS. SINCE 2000, UNIVERSITY OF LOUISVILLE STUDENTS AND ALUMNI HAVE RECEIVED MORE THAN 60 FULBRIGHT AWARDS, MORE THAN ANY UNIVERSITY IN KENTUCKY. OUR STUDENT SERVICES ARE NATIONALLY RECOGNIZED, ESPECIALLY OUR RESOURCES FOR ACADEMIC ACHIEVEMENT (REACH) PROGRAM. REACH WAS DISTINGUISHED AS A MASTER TUTOR PROGRAM BY THE ASSOCIATION FOR THE TUTORING PROFESSION, RECEIVING THE ASSOCIATION'S 2009 "PROGRAM OF EXCELLENCE" AWARD. REACH CONTINUES TO RECEIVE ACCOLADES FOR HELPING STUDENTS SUCCEED DURING THEIR FIRST TWO YEARS OF COLLEGE WHEN THE LIKELIHOOD OF DROPPING OUT IS THE HIGHEST. THE UNIVERSITY OF LOUISVILLE HAS PRODUCED 40 PERCENT MORE GRADUATES THAN IT DID IN 1998 WHILE ATTRACTING AND RETAINING HIGH QUALITY STUDENTS. IN FACT, THE AVERAGE ACT SCORE OF THE UNIVERSITY'S INCOMING FRESHMAN OUTPACES THE AVERAGE FOR OTHER KENTUCKY COLLEGES. |
| EMPLOYMENT TAX RETURNS | FORM 990, PART V, LINE 2B | THE ORGANIZATION'S COMMON PAYMASTER, THE UNIVERSITY OF LOUISVILLE, FILES ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS ON BEHALF OF THE ORGANIZATION. |
| Delegate broad authority to a committee | Form 990, Part VI, Section A, Line 1a | THE EXECUTIVE COMMITTEE CONSISTS OF FIVE INDIVIDUALS ALL OF WHOM ARE DIRECTORS OF THE UNIVERSITY OF LOUISVILLE FOUNDATION, INC. THE EXECUTIVE COMMITTEE MAY HAVE AND MAY EXERCISE ALL OF THE AUTHORITY OF THE BOARD, BUT MAY NOT HAVE THE AUTHORITY OF THE BOARD IN REFERENCE TO AMENDING, ALTERING, OR REPEALING THE ORGANIZATION'S BY-LAWS; ELECTING, ALTERING OR REMOVING ANY MEMBER OF THE EXECUTIVE COMMITTEE ITSELF NOR ANY DIRECTOR OR OFFICER OF THE ORGANIZATION; AMENDING OR RESTATING THE ARTICLES OF INCORPORATION; ADOPTING A PLAN OF MERGER, OR ADOPTING A PLAN OF CONSOLIDATION, WITH ANOTHER CORPORATION; AUTHORIZING THE SALE, LEASE, EXCHANGE OR MORTGAGE OF SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE ORGANIZATION; AUTHORIZING THE VOLUNTARY DISSOLUTION OF THE ORGANIZATION OR REVOKING PROCEEDINGS THEREFOR; ADOPTING A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE ORGANIZATION OR AMENDING, ALTERING, OR REPEALING ANY RESOLUTION OF THE BOARD WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED OR REPEALED BY SUCH COMMITTEE; OR DOING ANY OTHER ACT FORBIDDEN BY LAW OR BY THE ARTICLES OF INCORPORATION. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | UNIVERSITY OF LOUISVILLE FINANCE PERSONNEL AND AN OUTSIDE FIRM PREPARED THE RETURN. A COPY OF THE RETURN WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | IF AN ITEM IS PRESENTED TO THE BOARD OF DIRECTORS (OR ANY OTHER POLICY BOARD) FOR ACTION, E.G., PURCHASE OF PROPERTY, MERGING WITH ANOTHER ENTITY, BUYING SERVICES, ETC., THE BOARD MEMBER WILL DISCLOSE HIS OR HER POSSIBLE CONFLICT OF INTEREST AND MUST RECUSE HIMSELF OR HERSELF FROM VOTING. THE BOARD MEMBER ALSO AVOIDS PARTICIPATING IN ANY DECISION OR ADVOCATING FOR ANY DECISION OF THE BOARD. IN SOME CIRCUMSTANCES, E.G., WHEN THE CONFLICT OF THE BOARD MEMBER PLACES THE BOARD MEMBER IN COMPETITION WITH THE UNIVERSITY, THE BOARD MEMBER WILL LEAVE THE BOARD MEETING DURING DISCUSSION OR UPDATE ON THE ACTION. BEFORE ANY MEETING OF THE VARIOUS BOARDS, AN AGENDA IS CIRCULATED TO EACH MEMBER OR DIRECTOR WITH DESCRIPTIONS OF THE ACTION ITEMS. THIS ALLOWS SUFFICIENT TIME FOR ANY BOARD MEMBER OR DIRECTOR TO ALERT THE BOARD ABOUT A POTENTIAL CONFLICT OF INTEREST. PAST PRACTICE INCLUDES WRITTEN DISCLOSURE BY THE BOARD MEMBER OUTLINING: (1) THAT A CONFLICT OF INTEREST MAY EXIST; (2) THE NATURE AND EXTENT OF THE CONFLICT; AND (3) THE DESCRIPTION AND POTENTIAL BENEFIT, DIRECT OR INDIRECT, TO THE MEMBER OF THE BOARD. THIS INFORMATION WILL BE SUPPLIED TO LEGAL COUNSEL AND THE ENTIRE BOARD AHEAD OF THE MEETING, AND A COPY OF THE INFORMATION WILL BE MAINTAINED IN THE BOARD MEMBER'S FILE. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL INVOLVED ALL OF THE FOLLOWING ELEMENTS: - DATA GATHERING AND ANALYSIS OF COMPENSATION AT COMPARABLY SIZED ORGANIZATIONS ALONG WITH BENCHMARKING AGAINST OTHER QUALIFIED OFFICIALS IN SIMILARLY SITUATED POSITIONS; - REVIEW AND APPROVAL BY AN INDEPENDENT PERSONNEL COMMITTEE; - REVIEW AND APPROVAL BY THE INDEPENDENT BOARD OF DIRECTORS OF THE ORGANIZATION PURSUANT TO FEEDBACK FROM THE PERSONNEL COMMITTEE; AND - CONTEMPORANEOUS DOCUMENTATION OF THE COMPENSATION DETERMINATION PROCESS BY THE PERSONNEL COMMITTEE AND THE BOARD OF DIRECTORS IN EACH BODY'S RESPECTIVE MINUTES. THE ABOVE PROCESS WAS USED IN 2011. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | THE PROCESS FOR DETERMINING COMPENSATION OF AN OFFICER OF THE ORGANIZATION INVOLVED ALL OF THE FOLLOWING ELEMENTS: - DATA GATHERING AND ANALYSIS OF COMPENSATION AT COMPARABLY SIZED ORGANIZATIONS ALONG WITH BENCHMARKING AGAINST OTHER QUALIFIED OFFICIALS IN SIMILARLY SITUATED POSITIONS; - REVIEW AND APPROVAL BY AN INDEPENDENT PERSONNEL COMMITTEE; - REVIEW AND APPROVAL BY THE INDEPENDENT BOARD OF DIRECTORS OF THE ORGANIZATION PURSUANT TO FEEDBACK FROM THE PERSONNEL COMMITTEE; AND - CONTEMPORANEOUS DOCUMENTATION OF THE COMPENSATION DETERMINATION PROCESS BY THE PERSONNEL COMMITTEE AND THE BOARD OF DIRECTORS IN EACH BODY'S RESPECTIVE MINUTES. THE ABOVE PROCESS WAS USED IN 2011 TO DETERMINE COMPENSATION OF THE ORGANIZATION'S ASSISTANT SECRETARY. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS, FORMS 990, CONFLICT OF INTEREST POLICY, JOINT VENTURE POLICY, NON-RETALIATION POLICY, DOCUMENT INTEGRITY POLICY, AND WHISTLEBLOWER POLICY ARE AVAILABLE AT WWW.LOUISVILLEFOUNDATION.ORG. ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -14576046; PRIOR PERIOD ADJUSTMENT - INCLUDE UNITRUST BALANCES - 2150509; |
| REPORTABLE COMPENSATION | PART VII AND SCHEDULE J | AMOUNTS REPORTED ON PART VII AND ON SCHEDULE J INCLUDE COMPENSATION PAID BY THE FILING ENTITY ONLY AND DO NOT INCLUDE COMPENSATION PAID BY THE UNIVERSITY OF LOUISVILLE, WHICH IS NOT A CONTROLLING ENTITY AND IS UNRELATED TO THE FILING ORGANIZATION FOR FORM 990 REPORTING PURPOSES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF LOUISVILLE DEVELOPMENT CORPORATION LLC | |||||||||
| 103 GRAWMEYER HALL UNIV LOUISVILLE | LOUISVILLE | KY | 40292 | 263416894 | REAL ESTATE | KY | 0 | 15161844 | UNIVERSITY OF LOUISVILLE FOUNDATION INC |
| NUCLEUS KENTUCKY'S LIFE SCIENCES AND INNOVATION CENTER LLC | |||||||||
| 103 GRAWEMEYER HALL UNIV LOUISVILLE | LOUISVILLE | KY | 40292 | 263416972 | REAL ESTATE | KY | 1682142 | 19635181 | UNIVERSITY OF LOUISVILLE FOUNDATION INC |
| PHOENIX PLACE-LOUISVILLE LLC | |||||||||
| 103 GRAWEMEYER HALL UNIV LOUISVILLE | LOUISVILLE | KY | 40292 | 270264868 | REAL ESTATE | KY | 31082 | 5094685 | UNIVERSITY OF LOUISVILLE FOUNDATION INC |
| KYT-LOUISVILLE LLC | |||||||||
| 103 GRAWEMEYER HALL UNIV LOUISVILLE | LOUISVILLE | KY | 40292 | 264771802 | REAL ESTATE | KY | 57801 | 25289309 | UNIVERSITY OF LOUISVILLE FOUNDATION INC |
| AAF-LOUISVILLE LLC DBA CARDINAL STATION LLC | |||||||||
| 103 GRAWMEYER HALL UNIV LOUISVILLE | LOUISVILLE | KY | 40292 | 263061274 | REAL ESTATE | KY | 1076143 | 8718241 | UNIVERSITY OF LOUISVILLE FOUNDATION INC |
| METACYTE EQUITY HOLDINGS LLC | |||||||||
| 103 GRAWMEYER HALL UNIV LOUISVILLE | LOUISVILLE | KY | 40292 | HOLDING COMPANY (INACTIVE) | KY | 0 | 0 | UNIVERSITY OF LOUISVILLE FOUNDATION INC | |
| MINERVA-LOUISVILLE LLC | |||||||||
| 103 GRAWMEYER HALL UNIV LOUISVILLE | LOUISVILLE | KY | 40292 | 455604157 | ADMINISTRATIVE | KY | 0 | 0 | UNIVERSITY OF LOUISVILLE FOUNDATION INC |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY HOLDINGS INC | ||||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | 262258318 | MANAGEMENT SERVICES | KY | 501(C)(3) | 11 - Type II | UNIVERSITY OF LOUISVILLE FOUNDATION INC | true |
| ULH INC | ||||||||||
| UNIVERSITY OF LOUISVILLE | LOUISVILLE | KY | 40292 | 310926171 | STUDENT HOUSING | KY | 501(C)(3) | 11 - Type II | UNIVERSITY OF LOUISVILLE FOUNDATION INC | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPUS ONE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10172 LINN STATION ROAD | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273900405 | EIN |
| Primary Activity | REAL ESTATE | PrimaryActivity |
| Legal Domicile State | KY | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF LOUISVILLE DEVELOPMENT CORPORATION LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeType |
| Share Of Total Income | -3100 | ShareOfTotalIncome |
| Share Of EOY Assets | 6508627 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
| Percentage Ownership | 0 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|
| METACYTE BUSINESS LAB LLC | ||||||||||
| 103 GRAWEMEYER HALL | LOUISVILLE | KY | 40292 | 161657492 | RESEARCH | KY | UNIVERSITY OF LOUISVILLE FOUNDATION INC | C CORPORATION | 0 | |
| CHARITABLE REMAINDER TRUSTS (13) | ||||||||||
| INVESTMENTS | KY | TRUST | N/A | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY HOLDINGS INC | ||
| A | 233534 | AMOUNT PAID |
| CAMPUS ONE LLC | ||
| B | 3935415 | ACTUAL CAPITAL CONTRIBUTED |
| UNIVERSITY HOLDINGS INC | ||
| D | 8144506 | ACTUAL LOAN BALANCE |