UNIVERSITY OF COLORADO FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF COLORADO FOUNDATION (EIN 84-6049811)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-08
- IRS object ID
- 201323129349300407
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-08T07:56:26-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461497033 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EKS&H LLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 400 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802372521 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846049811 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF COLORADO FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 3035411200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4740 WALNUT STREET | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD W LAWRENCE | Name |
| Title | CEO & PRESIDENT | Title |
| Phone | 3035411200 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG R CHOUN | Name |
| PTIN | P00173718 | PTIN |
| Phone | 3037409400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD W LAWRENCE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4740 WALNUT STREET | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 460984604 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CUFUND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | TO RAISE, MANAGE, AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF COLORADO. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 275 | TotalNbrEmployees |
| Total Nbr Volunteers | 99 | TotalNbrVolunteers |
| Total Gross UBI | 2592 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -920892 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 107240934 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 127619327 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7392337 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7624701 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 24157850 | InvestmentIncomePriorYear |
| Investment Income Current Year | 54141948 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1044420 | OtherRevenuePriorYear |
| Other Revenue Current Year | 959295 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 139835541 | TotalRevenuePriorYear |
| Total Revenue Current Year | 190345271 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 109482115 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 116341901 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16616934 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17705969 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 769388 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 795704 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 16059219 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12581586 | OtherExpensePriorYear |
| Other Expenses Current Year | 12944426 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 139450023 | TotalExpensesPriorYear |
| Total Expenses Current Year | 147788000 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 385518 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 42557271 | RevenuesLessExpensesCY |
| Total Assets BOY | 1202230932 | TotalAssetsBOY |
| Total Assets EOY | 1327866222 | TotalAssetsEOY |
| Total Liabilities BOY | 280464751 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 310839829 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 921766181 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1017026393 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO RAISE, MANAGE, AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF COLORADO. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 116341901 | Expense |
| Grants | 116341901 | Grants |
| Description | SEE SCHEDULE O. | Description |
| Total Program Service Expense | 116341901 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 275 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | 0 | 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 |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD W LAWRENCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3035411266 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4740 WALNUT STREET | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| JANDEL T ALLEN-DAVIS | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| GARY R ANDERSON | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| DAVID C BAKER | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| MARGARET M BATHGATE | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| FREDRICK J BRADFORD | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| CARL A EKLUND | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| MICHAEL F IMHOFF | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| RICHARD W LAWRENCE | |||||||||
| CEO & PRESIDENT | 40.00 | X | 284437 | 0 | 29733 | X | |||
| JAMES CT LINFIELD | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| BETSY A MANGONE | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| JEREMY O MAY | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| KILE MORGAN JR | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| EDWARD A OSBORNE | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| KAREN L POSSEHL | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| ANDREW J SAFIR | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| DAWN F WOOD | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| EARL L WRIGHT | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| J WILLIAM FREYTAG | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| A KELLER YOUNG ESQ | |||||||||
| VP & GENERAL COUNSEL | 40.00 | 131742 | 0 | 19924 | X | ||||
| DAN B PALMQUIST | |||||||||
| VP-CONTROLLER | 40.00 | 148647 | 0 | 9206 | X | ||||
| KATHLEEN A RASCO | |||||||||
| VP-HUMAN RESOURCES | 40.00 | 140632 | 0 | 24019 | X | ||||
| DENNIS PIPER | |||||||||
| VP & CFO, TERM BEGIN 11-1-12 | 40.00 | 54397 | 0 | 4667 | X | ||||
| CHERYL J KISLING | |||||||||
| VP DEVELOPMENT | 40.00 | 190831 | 0 | 16883 | X | ||||
| CAROLYN J WHITEHEAD | |||||||||
| VP DEVELOPMENT | 40.00 | 170881 | 0 | 23192 | X | ||||
| PATRICK KRAMER | |||||||||
| VP CAMPAIGN/DEVELOPMENT OPERATIONS | 40.00 | 156217 | 0 | 25355 | X | ||||
| RANDALL A STUBBS | |||||||||
| ASSOCIATE VP DEVELOPMENT | 40.00 | 148537 | 0 | 25120 | X | ||||
| JOHN BURTNESS | |||||||||
| ASSOCIATE VP DEVELOPMENT | 40.00 | 140232 | 0 | 23569 | X | ||||
| THOMAS SCHUYLER | |||||||||
| ASSOCIATE VP DEVELOPMENT | 40.00 | 145399 | 0 | 21623 | X | ||||
| KRISTEN DUGDALE | |||||||||
| VP DEVELOPMENT | 40.00 | 157481 | 0 | 22887 | X | ||||
| DAVID CHADWICK | |||||||||
| VP REAL ESTATE | 40.00 | 164033 | 0 | 15331 | X | ||||
| J WAYNE HUTCHENS | |||||||||
| FORMER OFFICER | 40.00 | 250474 | 0 | 14764 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2283940 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 276273 | TotalOtherCompensation |
| Number Individuals GT100 K | 23 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| PERELLA WEINBERG PARTNERS | |||||||||
| 7979 E TUFTS AVENUE | DENVER | CO | 80237 | INVESTMENT MANAGER | 2276892 | ||||
| BAUPOST VALUE PARTNERS | |||||||||
| 10 ST JAMES AVENUE SUITE 1700 | BOSTON | MA | 02116 | INVESTMENT MANAGER | 948414 | ||||
| RUFFALO CODY LLC | |||||||||
| 65 KIRKWOOD N ROAD SW | CEDAR RAPIDS | IA | 52406 | CALL CENTER SERVICES | 830964 | ||||
| HELIOS INVESTORS II LP | |||||||||
| INVESTMENT MANAGER | 526144 | PO BOX 309 UGLAND HOUSE | GRAND CAYMAN | CJ | K11-104 | ||||
| EAGLE CAPITAL MANAGEMENT LLC | |||||||||
| 499 PARK AVE 17TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGER | 360131 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 33 | NumberOfContractorsGT100K |
| Fundraising Events | 157050 | FundraisingEvents |
| All Other Contributions | 127462277 | AllOtherContributions |
| Noncash Contributions | 14871997 | NoncashContributions |
| Total Contributions | 127619327 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| DVLPMT SVC FEE | 611710 | 5100000 | 5100000 |
| DVLPMT SVC FEE - INVST | 611710 | 2524701 | 2524701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7624701 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15022866 | TotalRevenueColumn |
| Exclusion | $15,022,866 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 375000 | TotalRevenueColumn |
| Exclusion | $375,000 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 114342 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 114342 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 114342 | TotalRevenueColumn |
| Exclusion | $114,342 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 288939311 | Securities |
| Other | 20743280 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 249820229 | Securities |
| Other | 20743280 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 39119082 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39119082 | TotalRevenueColumn |
| Exclusion | $39,119,082 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 38050 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 157050 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 75824 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -37774 | TotalRevenueColumn |
| Exclusion | -$37,774 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|---|
| OTHER REVENUE | 611710 | 483901 | $483,901 | ||
| DUES REVENUE | 611710 | 21234 | 21234 | ||
| UBIT REVENUE | 523000 | 2592 | 2592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 507727 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 190345271 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7645935 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2592 | UnrelatedBusinessRevenue |
| Exclusion | $55,077,417 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116341901 | Total |
| Program Services | 116341901 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1650486 | Total |
| Management And General | 801771 | ManagementAndGeneral |
| Fundraising | 848715 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12688970 | Total |
| Management And General | 3462863 | ManagementAndGeneral |
| Fundraising | 9226107 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 633368 | Total |
| Management And General | 157628 | ManagementAndGeneral |
| Fundraising | 475740 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1706473 | Total |
| Management And General | 607122 | ManagementAndGeneral |
| Fundraising | 1099351 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1026672 | Total |
| Management And General | 276287 | ManagementAndGeneral |
| Fundraising | 750385 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160259 | Total |
| Management And General | 154259 | ManagementAndGeneral |
| Fundraising | 6000 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110095 | Total |
| Management And General | 110095 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 795704 | Total |
| Fundraising | 795704 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6692410 | Total |
| Management And General | 6692410 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316481 | Total |
| Management And General | 184491 | ManagementAndGeneral |
| Fundraising | 131990 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 432158 | Total |
| Management And General | 58807 | ManagementAndGeneral |
| Fundraising | 373351 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 948917 | Total |
| Management And General | 456877 | ManagementAndGeneral |
| Fundraising | 492040 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 848957 | Total |
| Management And General | 794767 | ManagementAndGeneral |
| Fundraising | 54190 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 721130 | Total |
| Management And General | 644862 | ManagementAndGeneral |
| Fundraising | 76268 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507019 | Total |
| Management And General | 60713 | ManagementAndGeneral |
| Fundraising | 446306 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198808 | Total |
| Management And General | 158871 | ManagementAndGeneral |
| Fundraising | 39937 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 611430 | Total |
| Management And General | 395699 | ManagementAndGeneral |
| Fundraising | 215731 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92246 | Total |
| Management And General | 92246 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| FOOD/BEVERAGE CULTIVATI | 488799 | 9883 | 478916 |
| OTHER CULTIVATION | 214896 | 13612 | 201284 |
| SUBSCRIPTIONS | 161021 | 43344 | 117677 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439800 | Total |
| Management And General | 210273 | ManagementAndGeneral |
| Fundraising | 229527 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147788000 | Total |
| Program Services | 116341901 | ProgramServices |
| Management And General | 15386880 | ManagementAndGeneral |
| Fundraising | 16059219 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13726378 | BOY |
| EOY | 15032323 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57982929 | BOY |
| EOY | 58816890 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323823 | BOY |
| EOY | 48659 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12974782 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10289620 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2048407 | BOY |
| EOY | 2685162 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 582200361 | BOY |
| EOY | 680932947 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 482125083 | BOY |
| EOY | 523053010 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63823951 | BOY |
| EOY | 47297231 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1202230932 | BOY |
| EOY | 1327866222 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9006238 | BOY |
| EOY | 8744170 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 375000 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271083513 | BOY |
| EOY | 302095659 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 280464751 | BOY |
| EOY | 310839829 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63239684 | BOY |
| EOY | 67297904 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 508306657 | BOY |
| EOY | 551738137 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350219840 | BOY |
| EOY | 397990352 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 921766181 | BOY |
| EOY | 1017026393 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1202230932 | BOY |
| EOY | 1327866222 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 42557271 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 49848319 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 2854622 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 100249217 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87430539 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102076608 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107240934 | CurrentTaxYearMinus1Year |
| Current Tax Year | 127619327 | CurrentTaxYear |
| Total | 524616625 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 100249217 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 87430539 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102076608 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107240934 | CurrentTaxYearMinus1Year |
| Current Tax Year | 127619327 | CurrentTaxYear |
| Total | 524616625 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 15881949 | AmountsSubstContributorsTotal |
| Public Support Total170 | 508734676 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14494266 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10603021 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12924829 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11469428 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15512209 | CurrentTaxYear |
| Total | 65003753 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 902 | CurrentTaxYearMinus4Years |
| Total | 902 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 112435 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 287873 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1040069 | CurrentTaxYearMinus1Year |
| Current Tax Year | 505135 | CurrentTaxYear |
| Total | 1945512 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 591566792 | TotalSupport |
| Gross Receipts From Admissions Etc | 37746685 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.86000 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81370 | 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
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 140299886 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 140299886 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 0 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 10000 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 14000 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 649980421 | BeginningOfYearBalance |
| Contributions | 45631282 | Contributions |
| Investment Earnings Or Losses | 86385196 | InvestmentEarningsOrLosses |
| Other Expenditures | 34859175 | OtherExpenditures |
| End Of Year Balance | 747137724 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 656299418 | BeginningOfYearBalance |
| Contributions | 29193171 | Contributions |
| Investment Earnings Or Losses | -8456902 | InvestmentEarningsOrLosses |
| Other Expenditures | 27055266 | OtherExpenditures |
| End Of Year Balance | 649980421 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 555234839 | BeginningOfYearBalance |
| Contributions | 25771427 | Contributions |
| Investment Earnings Or Losses | 106541790 | InvestmentEarningsOrLosses |
| Other Expenditures | 31248638 | OtherExpenditures |
| End Of Year Balance | 656299418 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 491461459 | BeginningOfYearBalance |
| Contributions | 33471161 | Contributions |
| Investment Earnings Or Losses | 60812332 | InvestmentEarningsOrLosses |
| Other Expenditures | 30510113 | OtherExpenditures |
| End Of Year Balance | 555234839 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 590133158 | BeginningOfYearBalance |
| Contributions | 33577665 | Contributions |
| Investment Earnings Or Losses | -102924953 | InvestmentEarningsOrLosses |
| Other Expenditures | 29324411 | OtherExpenditures |
| End Of Year Balance | 491461459 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03030 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.48820 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.48150 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 517078 | OtherCostOrOtherBasis |
| Book Value | 517078 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5790809 | OtherCostOrOtherBasis |
| Depreciation | 5214983 | Depreciation |
| Book Value | 575826 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1783027 | OtherCostOrOtherBasis |
| Depreciation | 569918 | Depreciation |
| Book Value | 1213109 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3351603 | OtherCostOrOtherBasis |
| Depreciation | 3123962 | Depreciation |
| Book Value | 227641 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1532265 | OtherCostOrOtherBasis |
| Depreciation | 1380757 | Depreciation |
| Book Value | 151508 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2685162 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (9 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITY | 160680469 | F |
| LONG/SHORT HEDGE FUNDS | 81403189 | F |
| ABSOLUTE RETURNS FUNDS | 115582412 | F |
| VENTURE CAPITAL | 60201567 | F |
| OIL AND GAS | 26113393 | F |
| OTHER | 869268 | F |
| REAL ESTATE | 54727176 | F |
| CASH AND CASH EQUIVALENTS | 15511170 | F |
| COMMODITIES | 7964366 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 523053010 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE LIABILITY | $1,208,396 |
| FUNDS HELD IN TRUST FOR OTHERS | $2,369,495 |
| LIABILITIES UNDER SPLIT INTEREST | $19,586,644 |
| CUSTODIAL FUNDS | $278,931,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 302095659 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 236355802 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 49848319 | NetUnrealizedGainsInvestments |
| Other Revenues | 2857214 | OtherRevenues |
| Revenue Not Rptd F990 | 52705533 | RevenueNotRptdF990 |
| Revenue Subtotal | 183650269 | RevenueSubtotal |
| Investment Expenses Not Included | 6692410 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2592 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 6695002 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 190345271 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 141095590 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 141095590 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 6692410 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 6692410 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 147788000 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT FUNDS INCLUDE DONOR RESTRICTED PURE AND QUASI-ENDOWMENT FUNDS, AND BOARD-DESIGNATED ENDOWMENT FUNDS. THESE ENDOWMENTS ARE MANAGED IN ACCORDANCE WITH THE FOUNDATION BOARD APPROVED SPENDING POLICY, AND DISTRIBUTIONS FROM THESE ENDOWMENTS ARE MADE IN ACCORDANCE WITH SUCH POLICY AND ARE AVAILABLE TO THE UNIVERSITY OF COLORADO TO SUPPORT ITS PROGRAMS AND OPERATIONS, IN ACCORDANCE WITH THE APPLICABLE DONORS' RESTRICTIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF JUNE 30, 2013 OR 2012. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED AS GENERAL AND ADMINISTRATIVE EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2013 OR 2012. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION INCLUDE 2008 THROUGH THE CURRENT YEAR FOR FEDERAL AND STATE RETURNS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,857,214. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | UNRELATED BUSINESS INCOME 2,592. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - | 0 | 0 | INVESTMENTS | 8954000 |
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | INVESTMENTS | 7830000 |
| 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 | 16784000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 16784000 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE FOUNDATION DOES NOT PROVIDE GRANTS OR OTHER ASSISTANCE OUTSIDE OF THE UNITED STATES. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | RUFFALO CODY LLC | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD NORTH ROAD SW | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | OPER/MANAGE CALL CENTER | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 1060255 | GrossReceipts |
| Amount Retained By Contractor | 795704 | AmountRetainedByContractor |
| Net To Organization | 264551 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1060255 | TotalGrossReceipts |
| Total Retained By Contractors | 795704 | TotalRetainedByContractors |
| Total Net To Organization | 264551 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | AL | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | NC | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 195100 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 157050 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 38050 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 6500 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 43691 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1900 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 23733 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 195100 | GrossReceiptsTotal |
| Charitable Contributions Total | 157050 | CharitableContributionsTotal |
| Gross Revenue Total Events | 38050 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 6500 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 43691 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1900 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 23733 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 75824 | DirectExpenseSummaryEvents |
| Net Income Summary | -37774 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (5 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 COLORADO | |||||||
| 1800 GRANT ST SUITE 800 | DENVER | CO | 80203 | 846000555 | 501(C)(3) | 116106093 | SEE PART IV |
| UNIVERSITY OF COLORADO REAL ESTATE FOUNDATION | |||||||
| 1800 GRANT ST STE 725 | DENVER | CO | 80203 | 743066182 | 501(C)(3) | 39330 | GENERAL CONTRIBUTION |
| UNIVERSITY OF COLORADO HOSPITAL FOUNDATION | |||||||
| 12401 E 17TH AVE MS F485 | AURORA | CO | 80045 | 208575263 | 501(C)(3) | 150000 | GENERAL CONTRIBUTION |
| PIKES PEAK COMMUNITY COLLEGE FOUNDATION | |||||||
| 5675 S ACADEMY BLVD C11 | COLORADO SPRINGS | CO | 80906 | 742182257 | 501(C)(3) | 10000 | GENERAL CONTRIBUTION |
| INNOVATIONS IN AGING COLLABORATIVE | |||||||
| 1661 MESA AVE | COLORADO SPRINGS | CO | 80906 | 460968566 | 501(C)(3) | 33678 | GENERAL CONTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: THE USE OF GRANTS MADE BY THE UNIVERSITY OF COLORADO FOUNDATION ARE MONITORED BY THE UNIVERSITY OF COLORADO. |
| PART II, LINE 1: UNIVERSITY OF COLORADO - GRANTS PAID | GIFTS AND INCOME DISTRIBUTED TO THE UNIVERSITY OF COLORADO WERE APPLIED AS FOLLOWS: ACADEMICS - $33,810,950 ATHLETICS - $5,984,102 FACULTY AND STAFF COMPENSATION - $1,541,855 FINANCIAL AID - $15,515,473 LAND, BUILDINGS, AND EQUIPMENT - $30,705,688 LIBRARY - $503,967 PROFESSORSHIP CHAIRS - $8,979,119 RESEARCH - $10,490,598 OTHER ACADEMIC PURPOSES - $8,574,341 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD W LAWRENCE | ||||||||||||||
| CEO & PRESIDENT | 279937 | 0 | 4500 | 0 | 0 | 0 | 14700 | 0 | 15033 | 0 | 314170 | 0 | 0 | 0 |
| A KELLER YOUNG ESQ | ||||||||||||||
| VP & GENERAL COUNSEL | 129719 | 0 | 2023 | 0 | 0 | 0 | 4591 | 0 | 15333 | 0 | 151666 | 0 | 0 | 0 |
| DAN B PALMQUIST | ||||||||||||||
| VP-CONTROLLER | 146469 | 0 | 2178 | 0 | 0 | 0 | 8910 | 0 | 296 | 0 | 157853 | 0 | 0 | 0 |
| KATHLEEN A RASCO | ||||||||||||||
| VP-HUMAN RESOURCES | 138548 | 0 | 2084 | 0 | 0 | 0 | 8588 | 0 | 15431 | 0 | 164651 | 0 | 0 | 0 |
| CHERYL J KISLING | ||||||||||||||
| VP DEVELOPMENT | 188006 | 0 | 2825 | 0 | 0 | 0 | 11491 | 0 | 5392 | 0 | 207714 | 0 | 0 | 0 |
| CAROLYN J WHITEHEAD | ||||||||||||||
| VP DEVELOPMENT | 168329 | 0 | 2552 | 0 | 0 | 0 | 10478 | 0 | 12714 | 0 | 194073 | 0 | 0 | 0 |
| PATRICK KRAMER | ||||||||||||||
| VP CAMPAIGN/DEVELOPMENT OPERATIONS | 153845 | 0 | 2372 | 0 | 0 | 0 | 9683 | 0 | 15672 | 0 | 181572 | 0 | 0 | 0 |
| RANDALL A STUBBS | ||||||||||||||
| ASSOCIATE VP DEVELOPMENT | 148537 | 0 | 0 | 0 | 0 | 0 | 9360 | 0 | 15760 | 0 | 173657 | 0 | 0 | 0 |
| JOHN BURTNESS | ||||||||||||||
| ASSOCIATE VP DEVELOPMENT | 138103 | 0 | 2129 | 0 | 0 | 0 | 8675 | 0 | 14894 | 0 | 163801 | 0 | 0 | 0 |
| THOMAS SCHUYLER | ||||||||||||||
| ASSOCIATE VP DEVELOPMENT | 143217 | 0 | 2182 | 0 | 0 | 0 | 8909 | 0 | 12714 | 0 | 167022 | 0 | 0 | 0 |
| KRISTEN DUGDALE | ||||||||||||||
| VP DEVELOPMENT | 155071 | 0 | 2410 | 0 | 0 | 0 | 8079 | 0 | 14808 | 0 | 180368 | 0 | 0 | 0 |
| DAVID CHADWICK | ||||||||||||||
| VP REAL ESTATE | 138689 | 0 | 25344 | 0 | 0 | 0 | 9991 | 0 | 5340 | 0 | 179364 | 0 | 0 | 0 |
| J WAYNE HUTCHENS | ||||||||||||||
| FORMER OFFICER | 250474 | 0 | 0 | 0 | 0 | 0 | 10380 | 0 | 4384 | 0 | 265238 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | HEALTH AND SOCIAL CLUB DUES UNIVERSITY OF COLORADO FOUNDATION PRESIDENT/CEO IS NAMED ON A SOCIAL CLUB MEMBERSHIP HELD BY THE FOUNDATION. |
| PART I, LINE 7 | A SPECIAL PAYOUT TO REWARD EXTRAORDINARY PERFORMANCE FOR FISCAL YEAR 2012 WAS PAID IN AUGUST 2012. THE PAYOUT WAS A DISCRETIONARY PERCENTAGE OF THE EMPLOYEE'S BASE SALARY, DEPENDING ON THE ACCOMPLISHMENT AND PERFORMANCE LEVEL. GUIDELINES FOR THE INCENTIVE AWARD WERE BASED ON ACTUAL RESULTS RELATIVE TO ESTABLISHED GOALS AND SIGNIFICANT CONTRIBUTIONS IN THEIR ROLE WHICH TRULY MADE A DIFFERENCE IN FISCAL YEAR 2012. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 131 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10740662 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG HIGH/LOW PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | IRREVOC TRUST | 1 | 25000 | SEE SUPPLEMENTAL INFORMATION |
| X | BONDS | 1 | 4072729 | FMV |
| X | GOLD COINS | 1 | 33606 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| 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 HAS ACCOUNTS AT UBS AND KASPICK WHERE SECURITIES ARE RECEIVED AND SOLD. SCHEDULE M, PART I, LINE 27: OTHER NONCASH CONTRIBUTIONS RECEIVED: IRREVOCABLE EXTERNAL TRUST/BEQUEST METHOD FOR DETERMINING CONTRIBUTION AMOUNT: ESTIMATED DISCOUNTED PRESENT VALUE OF DISTRIBUTIONS EXPECTED TO BE RECEIVED | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROGRAM SERVICE STATEMENT | FORM 990, PART III, LINE 4A | UNIVERSITY OF COLORADO FOUNDATION'S CHARITABLE MISSION IS TO RAISE AND MANAGE PRIVATE GIFTS TO BENEFIT THE UNIVERSITY OF COLORADO. IN ACCORDANCE WITH THIS MISSION, THE FOUNDATION RAISED $127,619,327 IN DIRECT PUBLIC SUPPORT OF THE UNIVERSITY FOR THE FISCAL YEAR ENDED JUNE 30, 2013. IN ADDITION, AS OF JUNE 30, 2013, THE FOUNDATION INVESTED, ACCOUNTED FOR, AND MANAGED $1,017,026,393 IN NET ASSETS FOR THE BENEFIT OF THE UNIVERSITY. THE FOUNDATION DIRECTLY APPLIED AND DISTRIBUTED MONIES TO UNIVERSITY OF COLORADO IN THE AMOUNT OF $116,341,901. THESE APPLIED AND DISTRIBUTED MONIES WERE USED BY THE UNIVERSITY TO PROVIDE SCHOLARSHIPS, FELLOWSHIPS, FUND LECTURESHIPS AND PROFESSORSHIPS, CONSTRUCT FACILITIES, PURCHASE EQUIPMENT, PROVIDE LOANS, PURCHASE EDUCATIONAL AND RESEARCH MATERIALS AND TO FUND A MYRIAD OF OTHER PROJECTS AND ITEMS TO HELP THE UNIVERSITY PROVIDE EDUCATION TO THE GENERAL PUBLIC. |
| FORM 990, PART VI, SECTION B, LINE 11 | A FULL REVIEW BY THE FOUNDATION'S INDEPENDENT ACCOUNTING FIRM WILL BE PROVIDED TO THE AUDIT COMMITTEE. A SUMMARY OF THIS REVIEW WILL BE PRESENTED TO THE FULL BOARD BY THE AUDIT COMMITTEE CHAIR ALONG WITH A COPY OF THE FORM 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS PROVIDED TO KEY EMPLOYEES, DIRECTORS, TRUSTEES AND COMMITTEE MEMBERS. EACH RECIPIENT IS ASKED TO COMPLETE A DISCLOSURE CERTIFICATION. THESE DOCUMENTS ARE COLLECTED AND THE INFORMATION COMPILED IN THE FOUNDATION'S LEGAL DEPARTMENT. WHEN THE FOUNDATION IS CONSIDERING ENTERING INTO MAJOR TRANSACTIONS AND/OR CONTRACTS WITH OUTSIDE PARTIES, POTENTIAL CONFLICTS OF INTEREST ARE RESEARCHED. IF THERE IS AN IDENTIFIED CONFLICT, THE FOUNDATION DOCUMENTS SUCH AND RESOLVES THE ISSUE BASED ON THE POLICY REQUIREMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY OF COLORADO FOUNDATION HAS A COMPENSATION COMMITTEE OF SEVEN DIRECTORS. ANNUALLY MANAGEMENT PROVIDES THIS COMMITTEE WITH COMPARATIVE MARKET SALARY SURVEY INFORMATION. BASED ON THIS MARKET DATA AND PERFORMANCE, RECOMMENDATIONS FOR SALARY ADJUSTMENTS ARE REVIEWED. THIS COMMITTEE SPECIFICALLY REVIEWS AND APPROVES SALARY ADJUSTMENTS AND ANY ADDITIONAL COMPENSATION FOR THE CEO AND VP'S. SALARY RANGE REVIEW AND RECOMMENDATIONS ARE MADE TO THIS COMMITTEE ON AN ANNUAL BASIS. DELIBERATION AND CONCLUSION OF THE COMPENSATION DISCUSSION IS DOCUMENTED IN THE MINUTES MAINTAINED BY THE COMPENSATION COMMITTEE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. AUDITED FINANCIALS ARE ALSO AVAILABLE ON THE CUF WEBSITE WWW.CUFUND.ORG. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,857,214. UNRELATED BUSINESS INCOME -2,592. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUF BOULDER II LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4740 WALNUT STREET | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271020656 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivities |
| Legal Domicile State | CO | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CU FOUNDATION | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CU FOUNDATION HOLDINGS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4740 WALNUT STREET | AddressLine1 |
| City | BOULDER | City |
| State | CO | State |
| ZIP Code | 80301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311608076 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivities |
| Legal Domicile State | CO | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CU FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (23) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | CRAT | PrimaryActivity |
| Legal Domicile State | CO | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | T | TypeOfEntity |
| 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 | 1 | 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 |