2013-07-15T12:34:38-05:00 2012-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2012-01-01 741587488 THE UNIVERSITY OF TEXAS FOUNDATION UNIV 5124738985 PO BOX 250 AUSTIN TX 787670250 SHERI DESPAIN 5124733603 2013-07-01 1 SEAN HOLCOMB P01249221 5123703200 2013-07-01 2012 2016-02-24 21:20:13Z SHERI DESPAIN PO BOX 250 AUSTIN TX 787670250 12778386 0 X WWW.UTEXASFOUNDATION.ORG X 1967 TX TO PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS SYSTEM. 21 21 8 0 0 0 14693890 10557143 0 0 1941028 2215579 1890 5664 16636808 12778386 10536080 8576857 0 0 183402 183322 0 0 8707 2490776 2733378 13210258 11493557 3426550 1284829 42024402 45828064 24337041 27028502 17687361 18799562 TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF TEXAS SYSTEM, INCLUDING ALL OF ITS BRANCHES, DEPARTMENTS, SCHOOLS AND COLLEGES AT ITS FIFTEEN INSTITUTIONS, TO IMPROVE ITS RESEARCH, TEACHING, SCHOLARSHIP, FACULTIES AND FACILITIES. 0 0 8576857 8576857 EDUCATIONAL PURPOSE - GIFTS TO VARIOUS DEPARTMENTS AT THE UNIVERSITY OF TEXAS FOR VARIOUS EDUCATIONAL AND RESEARCH PROJECTS 2426139 PAYMENTS MADE TO MEET CONDITIONS OF GIFTS TO THE UNIVERSITY. 11002996 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 231 0 1 8 1 0 1 OC 0 0 0 0 1 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SHERI DESPAIN 5124738985 111 CONGRESS AVENUE SUITE 400 AUSTIN TX 78701 R GORDON APPLEMAN 1.00 X 0 0 0 FRANK DENIUS 1.00 X 0 0 0 MICHAEL L COOK 1.00 X 0 0 0 JOHN STUART III 1.00 X 0 0 0 MICHELLE BROCK 1.00 X 0 0 0 HECTOR DE LEON 1.00 X X 0 0 0 CHARLES W MATTHEWS JR 1.00 X 0 0 0 JAMES W MCCARTNEY 1.00 X 0 0 0 J MARK MCLAUGHLIN 1.00 X 0 0 0 MELINDA HILL PERRIN 1.00 X 0 0 0 SHANNON H RATLIFF 1.00 X X 0 0 0 HOWARD V ROSE 1.00 X 0 0 0 JAMES A PRENTICE 1.00 X 0 0 0 REX G BAKER III 1.00 X X 0 0 0 JOHN W BARNHILL JR 1.00 X 0 0 0 JOHN W FAINTER JR 1.00 X 0 0 0 JULIUS GLICKMAN 1.00 X 0 0 0 BEN A DONNELL 1.00 X 0 0 0 GARY R GURWITZ 1.00 X 0 0 0 JOHN H MASSEY 1.00 X 0 0 0 JAMES R HUFFINES 1.00 X 0 0 0 PAUL J YOUNGDALE JR 13.00 X 52000 0 0 SHERI DESPAIN 20.00 X 68000 0 0 120000 0 0 0 0 0 0 0 10557143 192465 10557143 455257 455257 1760322 0 1760322 1760322 1760322 MISCELLANEOUS INCOME 900099 5664 5664 5664 12778386 0 0 2221243 8527153 8527153 49704 49704 120000 117400 2600 63322 63322 19713 18727 986 63504 63504 26054 24751 1303 80914 77096 3818 1908 1908 ANNUITY PAYMENTS 2426139 2426139 DISCRETIONARY EXPENSES 115146 115146 11493557 11002996 481854 8707 1601963 1709276 52739 25000 32046 6914 6520 22716 19079 1353 3637 40125119 42651799 236314 1399786 42024402 45828064 88008 174397 24249033 26854105 24337041 27028502 X 3081082 3442637 6154081 6869727 8452198 8487198 17687361 18799562 42024402 45828064 X 1284829 1384813 -1557441 X X 0 1 X 1 0 X 17823546 8210022 17519654 14693890 10557143 68804255 17823546 8210022 17519654 14693890 10557143 68804255 2696198 66108057 791793 682456 584850 594481 455257 3108837 1500 23200 17812 1890 5664 50066 71963158 0.91860 0.90180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 754750 1 1 9405240 35000 491841 235002 80532 9616547 9549980 29000 109094 198515 84319 9405240 8745688 50100 991481 145214 92075 9549980 8061612 133573 783216 125032 107681 8745688 5843899 3078989 -542442 244565 74269 8061612 0.87000 0.13000 0 0 22716 19079 3637 3637 GIFT ANNUITIES 26854105 26854105 12605758 1384813 -1557441 -172628 12778386 0 12778386 11493557 0 11493557 0 11493557 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT ACADEMIC ENDEAVORS AT THE VARIOUS INSTITUTIONS OF THE UT SYSTEM. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,643,564. CHANGE IN GIFT COMMITMENTS 1,086,123. 1 UNIVERSITY OF TEXAS AUSTIN 2400 INNER CAMPUS DR AUSTIN TX 78712 746000203 UT SYSTEM 3044585 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS M D ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 UT SYSTEM 2127771 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 UT SYSTEM 1320267 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 720989 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOUSTON TX 77030 741761309 UT SYSTEM 540965 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 741717115 UT SYSTEM 466000 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS DALLAS 800 WEST CAMPBELL ROAD RICHARDSON TX 75080 751305566 UT SYSTEM 145617 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS ARLINGTON 701 SOUTH NEDDERMAN DRIVE ARLINGTON TX 76019 756000121 UT SYSTEM 144672 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER TYLER 11937 US HIGHWAY 271 TYLER TX 75701 751396988 UT SYSTEM 14587 ANNUITY PAYMENTS 9 FUNDS PROVIDED FOR STUDENT EMERGENCIES 1 49704 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANTS ARE MONITORED DIRECTLY BY THE UNIVERSITY OF TEXAS SYSTEM. X 1 115250 APPRAISAL X JEWELRY AND PRESIDENTIAL RELICS 1 77215 SELLING PRICE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: MERRILL LYNCH HANDLES ALL STOCK SALES FOR THE FOUNDATION, INCLUDING SALES OF CONTRIBUTED STOCK. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE CFO AND EXECUTIVE DIRECTOR, THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES A CONFLICT OF INTEREST POLICY TO BE SIGNED ANNUALLY. NO CONFLICTS WERE NOTED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.ORG AND BY REQUEST TO GRANTING ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,643,564. CHANGE IN GIFT COMMITMENTS 1,086,123. FORM 990, PART XI, LINE 2C THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. UNIVERSITY OF TEXAS FOUNDATION NO I INC PO BOX 250 AUSTIN TX 78767 237109244 TO SUPPORT THE UNVERSITY OF TEXAS TX 501(C)3 5 N/A 0 UNIVERSITY OF TEXAS FOUNDATION NO 2 INC PO BOX 250 AUSTIN TX 78767 746173027 TO SUPPORT THE UNVERSITY OF TEXAS TX 501(C)3 5 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0