2026-01-26T17:57:27+00:00 2025-06-30 346565596 ERNST & YOUNG US LLP 101 E WASHINGTON ST PHOENIX AZ 85004 990 2024-07-01 866050388 University of Arizona Foundation UNIV 5206213340 1111 NORTH CHERRY AVENUE TUCSON AZ 85721 JOHN-PAUL ROCZNIAK PRESIDENT & CEO 5206213340 2026-01-27 true Steven T Rutti P00775456 6023223000 2026-01-27 2024 2025-03-06 01:10:19Z JOHN-PAUL ROCZNIAK 1111 NORTH CHERRY AVENUE TUCSON AZ 85721 462632132 false X WWW.UAFOUNDATION.ORG X 1958 AZ SEE SCHEDULE O. THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. 24 23 183 135 308875 49624 144281697 137451298 10026223 7270588 71278552 102973832 -958796 329957 224627676 248025675 117674041 152467988 0 16321222 18307804 0 0 17552232 34524296 27615850 168519559 198391642 56108117 49634033 1653196619 1758166571 255488943 278895958 1397707676 1479270613 THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. false false 157896430 152467988 7270588 THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. INCORPORATED IN 1958, THE UNIVERSITY OF ARIZONA FOUNDATION PROVIDES ASSISTANCE TO THE UNIVERSITY OF ARIZONA IN TWO MAIN AREAS: FUND-RAISING AND ASSET MANAGEMENT. 157896430 true true false true false true false true false true true true false false true true true false false false true false false false false false false true false true false false false false false false false false false false true false false false false true true false false false true 358 0 true 183 true true true false false false false true true false false false false false false false false false X 24 23 false false false false false false false true true false true true false true true true true true true true false false CA CT DC FL GA AL HI IL KS KY MD MA MI MN MS NH NJ NM NY ND OR PA RI SC TN UT AR WV WI X RITA WILLIAMS 5206213027 1111 NORTH CHERRY AVENUE TUCSON AZ 85721 GREG BOYCE TREASURER 6.0 0.0 X X 0 0 0 JOHN MUSIL VICE CHAIR 6.0 0.0 X X 0 0 0 JOHN-PAUL ROCZNIAK PRESIDENT & CEO 40.0 0.0 X X 523376 0 41123 NANCY C BERGE PAST CHAIR 6.0 0.0 X X 0 0 0 PATRICIA A BARTLETT SECRETARY 6.0 0.0 X X 0 0 0 SCOTT O DOUGLAS CHAIR 6.0 0.0 X X 0 0 0 BEVERLY ELLIOT DIRECTOR 2.0 0.0 X 0 0 0 BRADLEY BUTLER DIRECTOR 2.0 0.0 X 0 0 0 BRIAN H FRANKE DIRECTOR 2.0 0.0 X 0 0 0 CHAD BECKER DIRECTOR 2.0 0.0 X 0 0 0 CYNTHIA L KLINGBERG DIRECTOR 2.0 0.0 X 0 0 0 DAISY M JENKINS DIRECTOR 2.0 0.0 X 0 0 0 DEV SETHI DIRECTOR 2.0 X 0 0 0 ERIC SCHECHTER DIRECTOR 2.0 0.0 X 0 0 0 ERIC WEDEL DIRECTOR 2.0 0.0 X 0 0 0 FRANCISCO AGUILAR DIRECTOR 2.0 0.0 X 0 0 0 GAIN S JUE DIRECTOR 2.0 0.0 X 0 0 0 GINNY L CLEMENTS DIRECTOR 2.0 0.0 X 0 0 0 JOAN STEVIE ELLER DIRECTOR 2.0 0.0 X 0 0 0 JOHN WEST DIRECTOR 2.0 0.0 X 0 0 0 MARIANNE CRACCHIOLO MAGO DIRECTOR 2.0 0.0 X 0 0 0 MICHAEL S LEE DIRECTOR 2.0 0.0 X 0 0 0 RICHARD H SILVERMAN DIRECTOR 2.0 0.0 X 0 0 0 SURESH GARIMELLA DIRECTOR 2.0 0.0 X 0 0 0 J CRAIG BARKER SR VP, FINANCIAL SERVICES & CFO 40.0 0.0 X 278259 0 29192 ANDREA L MILLER SR VP, CRCMC 40.0 0.0 X 251132 0 27177 BRAD D TERRY SR VP, CHIEF OF STAFF & GENERAL COUNSEL 40.0 0.0 X 230046 0 41628 BRYAN K ROWLAND SR VP, HEALTH SCIENCES DEVELOPMENT 40.0 0.0 X 319586 0 30406 RITA M WILLIAMS VP, FINANCIAL SERVICES 40.0 0.0 X 237588 0 33812 VICKI B FLEISCHER SR VP, DEVELOPMENT 40.0 0.0 X 283213 0 21833 ANNE B BARRETT SR DIRECTOR DEVELOPMENT 40.0 0.0 X 196254 0 14900 DEBORAH L KESSLER ASST VP PRIN GIVING 40.0 0.0 X 174811 0 37877 ELIZABETH A WARREN-PEDERSON ASSOC VP, MARKETING & COMM 40.0 0.0 X 178076 0 13813 MARIA A VEGA ASSOC VP, CITO 40.0 0.0 X 195763 0 22983 TILGHMAN H MOYER EXEC DIRECTOR DEVELOPMENT 40.0 0.0 X 180324 0 30101 3048428 0 344845 31 false true false CONCORD GENERAL CONTRACTING INC 2240 W BROADWAY ROAD SUITE 105 MESA AZ 852021858 CONSTRUCTION CONTRACTING SERVICES 3074281 FUND EVALUATION GROUP LLC PO BOX 639176 CINCINNATI OH 452639176 INVESTMENT CONSULTING 822034 DEUTSER LLC 5847 SAN FELIPE STREET SUITE 2500 HOUSTON TX 770573015 PROFESSIONAL SERVICES 616063 BLACKBAUD INC PO BOX 830413 PHILADELPHIA PA 191820413 APPLICATION MAINTENANCE AND SERVICES 491468 WILSON-BENNETT TECHNOLOGY INC PO BOX 717 CABOT AR 720230717 Outreach Consulting Services 352371 27 137451298 14514924 137451298 CONFERENCES & SEMINARS 611710 2057988 2057988 OTHER PROFESSIONAL SERVICES 541900 5212600 5212600 0 0 0 0 7270588 59624999 59624999 21082 21082 0 0 256414133 1541157 213487757 1118700 42926376 422457 43348833 43348833 K-1 PASSTHROUGH 308875 308875 0 0 0 0 308875 248025675 7270588 308875 102994914 152467988 152467988 2414083 869857 1544226 12554242 3630250 8923992 793626 241201 552425 1479825 482552 997273 1066028 314959 751069 526775 2052 524723 305160 305160 267000 267000 13385426 13385426 4292846 2913942 300558 1078346 943203 239992 322494 380717 2062962 16091 1868880 177991 968112 595642 12175 360295 4164232 1393388 10464 2760380 217485 217485 259568 259568 Real property holding costs 9651 335 9316 Fees and charges 213430 187912 25518 0 0 0 0 198391642 157896430 22942980 17552232 1760683 2903892 267141578 263900662 34298756 27039152 0 0 0 0 0 0 0 0 0 0 0 0 3860830 3524357 1042158 336473 501174274 596229182 844181122 862909293 0 0 0 3598048 4847917 1653196619 1758166571 5781496 7305632 0 0 0 0 0 0 0 0 0 0 0 0 0 0 249707447 271590326 255488943 278895958 X 24683370 31086698 1373024306 1448183915 0 0 0 0 0 0 1397707676 1479270613 1653196619 1758166571 49634033 31928904 0 0 0 0 X false true true false X 142249114 167665686 163906281 144281697 137451298 755554076 0 0 142249114 167665686 163906281 144281697 137451298 755554076 55636892 699917184 33369090 56382508 47022515 50546155 59646081 246966349 49624 49624 0 0 0 0 0 0 1002570049 44762817 0.69812 0.70535 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 105000 162000 267000 198124642 198391642 1000000 0 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 25000 220000 294500 267000 806500 250000 250000 250000 250000 1000000 1500000 0 0 0 105000 105000 Schedule C, Part II-A, B Line 1b The Foundation incurred $105,000 for grassroots lobbying on matters involving the University and its affiliates, and $162,000 for lobbying of the Arizona legislative session on matters involving the university and its affiliates. 1 0 1831348 45109013 true true X X X X false 1292169091 64275563 98587245 9683218 46043641 1399305040 1207149915 56700760 79925756 18373629 33233711 1292169091 1102980623 69297514 83260794 7739031 40649985 1207149915 1133803500 91828175 -72405451 8195192 42050409 1102980623 866834838 70880287 240968804 6647553 38232876 1133803500 0.0 1.0 0.0 false false 288898 288898 2854128 2806553 47575 717804 717804 0 336473 Closely-held equity interests Financial derivatives Private Equity Limited Partnerships 282870282 F Equity Long-Only Hedge Funds 156144619 F Equity Long-Only Funds 117628494 F Natural Resources Limited Partnerships 95540557 F Multi-Strategy Hedge Funds 83289012 F Equity Long/Short Hedge Funds 41838342 F Private Credit Limited Partnerships 33319126 F Private Real Estate Limited Partnerships 32011123 F Redemptions in Process 20267738 F 862909293 Federal Income Taxes Trust Liabilities Fair value of endowment managed for The University of Arizona Trust Liabilities 18305873 Fair value of endowment managed for The University of Arizona 253284453 271590326 X 266650076 31928904 0 31928904 234721172 13304503 0 13304503 248025675 185087139 0 0 185087139 13304503 0 13304503 198391642 Schedule D, Part III, Line 4 Collections of art - description of collections THE CENTER FOR CREATIVE PHOTOGRAPHY IS AN ARCHIVE AND RESEARCH CENTER LOCATED ON THE UNIVERSITY OF ARIZONA CAMPUS. THE CENTER PROMOTES RESEARCH INTO AND APPRECIATION OF THE PHOTOGRAPHIC MEDIUM WHILE SAFEGUARDING ORIGINAL OBJECTS FOR POSTERITY. Schedule D, Part V, Line 4 Intended uses of endowment funds THE PAYOUT FROM THE FOUNDATION ENDOWMENT PROVIDES SCHOLARSHIP, RESEARCH, PROGRAM AND OTHER SUPPORT TO THE UNIVERSITY OF ARIZONA. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, ADDRESSES HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, PRESENTED, AND DISCLOSED IN THE FINANCIAL STATEMENTS. THE GUIDANCE REQUIRES THE ACCOUNTING AND DISCLOSURE OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT OF THE FOUNDATION IS REQUIRED TO ANALYZE ALL OPEN TAX YEARS, AS DEFINED BY THE STATUTE OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS, WHICH INCLUDE THE FEDERAL AND CERTAIN STATES. THE FOUNDATION HAS HAD NO EXAMINATIONS IN PROGRESS AND NON ARE EXPECTED AT THIS TIME. AS OF JUNE 30, 2025, MANAGEMENT OF THE FOUNDATION HAS REVIEWED ALL OPEN TAX YEARS AND MAJOR JURISDICTIONS AND CONCLUDED THERE IS NO TAX LIABILITY RESULTING FROM UNRECOGNIZED TAX BENEFITS RELATING TO UNCERTAIN INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN FUTURE TAX RETURNS. Europe (Including Iceland and Greenland) 0 0 Investments 64522408 Central America and the Caribbean 0 0 Investments 263031820 0 0 0 0 0 0 327554228 0 327554228 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual true UNIVERSITY OF ARIZONA 1111 N CHERRY AVE TUCSON AZ 85721 742652689 GOVERNMENT 149102432 UNIVERSITY SUPPORT TUCSON UNIFIED SCHOOL DISTRICT 1010 E TENTH STREET TUCSON AZ 85719 866000551 GOVERNMENT 2342742 GENERAL SUPPORT AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 752315129 135613797 501(C)3 1000000 GENERAL SUPPORT SARSEF 5049 E BROADWAY BLVD TUCSON AZ 857113646 860946185 501(C)3 22814 GENERAL SUPPORT 4 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds FUNDS ARE DEPOSITED IN PURPOSE SPECIFIC ACCOUNTS, WE RELY ON THE EXTENSIVE INTERNAL CONTROL SYSTEM OF THE UNIVERSITY OF ARIZONA FINANCIAL SERVICES OFFICE TO ENSURE CORRECT APPLICATION OF FUNDS ONCE TRANSFERRED TO THE UNIVERSITY. OTHER GRANTS: FUNDS ARE AWARDED SUBJECT TO GRANT AGREEMENTS WHICH REQUIRE PERIODIC REPORTING BACK TO THE FOUNDATION AS TO THE SUCCESSFUL ATTAINMENT/COMPLETION OF THE GOALS AND OBJECTIVES AND THE PROPER USE OF GRANTS FUNDED. X X X X X false false false false false false false false JOHN-PAUL ROCZNIAK PRESIDENT & CEO 522656 0 0 0 720 0 24150 0 16973 0 564499 0 0 0 J CRAIG BARKER SR VP, FINANCIAL SERVICES & CFO 277539 0 0 0 720 0 19787 0 9405 0 307451 0 0 0 BRYAN K ROWLAND SR VP, HEALTH SCIENCES DEVELOPMENT 253444 0 0 0 66142 0 18196 0 12210 0 349992 0 0 0 VICKI B FLEISCHER SR VP, DEVELOPMENT 282493 0 0 0 720 0 19787 0 2046 0 305046 0 0 0 ANDREA L MILLER SR VP, CRCMC 250412 0 0 0 720 0 17816 0 9361 0 278309 0 0 0 BRAD D TERRY SR VP, CHIEF OF STAFF & GENERAL COUNSEL 229326 0 0 0 720 0 16817 0 24811 0 271674 0 0 0 RITA M WILLIAMS VP, FINANCIAL SERVICES 236868 0 0 0 720 0 17041 0 16771 0 271400 0 0 0 MARIA A VEGA ASSOC VP, CITO 194433 0 0 0 1330 0 13938 0 9045 0 218746 0 0 0 DEBORAH L KESSLER ASST VP PRIN GIVING 174091 0 0 0 720 0 13275 0 24602 0 212688 0 0 0 ANNE B BARRETT SR DIRECTOR DEVELOPMENT 191403 0 0 0 4851 0 13409 0 1491 0 211154 0 0 0 TILGHMAN H MOYER EXEC DIRECTOR DEVELOPMENT 178994 0 0 0 1330 0 13044 0 17057 0 210425 0 0 0 ELIZABETH A WARREN-PEDERSON ASSOC VP, MARKETING & COMM 177356 0 0 0 720 0 12441 0 1372 0 191889 0 0 0 137 13672699 Market value 1 630500 Market value X CRYPTOCURRENCY 5 211725 Market value 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions THE FOUNDATION USES THE GIVING BLOCK TO RECEIVE AND SELL GIFTS OF CRYPTOCURRENCIES. Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - NUMBER OF CONTRIBUTIONS Real estate - Residential - NUMBER OF CONTRIBUTIONS Other - CRYPTOCURRENCY - NUMBER OF CONTRIBUTIONS Form 990, Part VI, Line 1a Delegate broad authority to a committee THE BOARD OF TRUSTEES HAS APPOINTED AN EXECUTIVE COMMITTEE WHICH IS COMPRISED OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE PRESIDENT OF THE CORPORATION AND THE UNIVERSITY OF ARIZONA, THE SENIOR VICE PRESIDENT OF FINANCE OF THE CORPORATION AND UNIVERSITY OF ARIZONA, THE SECRETARY AND THE TREASURER. IN ADDITION, THE BOARD OF TRUSTEES MAY DESIGNATE ONE OR MORE AT-LARGE EXECUTIVE COMMITTEE MEMBERS. TO THE EXTENT PROVIDED IN THE EXECUTIVE COMMITTEE CHARTER, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE REPORTS TO THE BOARD OF TRUSTEES AT EACH OF ITS MEETINGS AND PROVIDES THE BOARD OF TRUSTEES WITH ALL INFORMATION NECESSARY FOR THE BOARD OF TRUSTEES TO CARRY OUT ITS GENERAL DUTY OF OVERSIGHT. Form 990, Part VI, Line 11b Review of form 990 by governing body MANAGEMENT PREPARED THE FORM 990. WE ENGAGED AN INTERNATIONAL PUBLIC ACCOUNTING FIRM TO REVIEW OUR INTERNALLY-PREPARED FORM 990. AFTER THE INTERNATIONAL PUBLIC ACCOUNTING FIRM COMPLETED THEIR REVIEW, MANAGEMENT REVIEWED THE FINAL DRAFT, WHICH WAS THEN SUBMITTED FOR REVIEW BY OUR AUDIT COMMITTEE BEFORE THE FORM WAS FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy EACH MEMBER OF THE BOARD OF TRUSTEES AND EACH OFFICER-EMPLOYEE OF THE FOUNDATION IS ANNUALLY PROVIDED WITH A CONFLICT OF INTEREST ACKNOWLEDGEMENT AND DISCLOSURE STATEMENT. SUCH INDIVIDUALS ARE REQUIRED TO REVIEW THESE DOCUMENTS, COMPLETE THEM, AND RETURN THEM TO OUR IN-HOUSE LEGAL COUNSEL FOR REVIEW. ANY CONFLICTS WHICH PRESENT THEMSELVES DURING THE YEAR ARE REVIEWED BY MANAGEMENT AND SUBMITTED TO THE BOARD FOR RESOLUTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE FOUNDATION HAS A COMPENSATION COMMITTEE COMPRISED ONLY OF INDEPENDENT TRUSTEES; CONTEMPORANEOUS MINUTES ARE KEPT OF THEIR MEETINGS AND DECISIONS. THE COMMITTEE ENGAGES A COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY DATA AND OTHER GUIDANCE. THE PROCESS WAS LAST COMPLETED OCTOBER 17, 2025. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE FOUNDATION HAS A COMPENSATION COMMITTEE COMPRISED ONLY OF INDEPENDENT TRUSTEES; CONTEMPORANEOUS MINUTES ARE KEPT OF THEIR MEETINGS AND DECISIONS. THE COMMITTEE ENGAGES A COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY DATA AND OTHER GUIDANCE. DEPENDING ON THE INDIVIDUAL, THE PROCESS WAS LAST COMPLETED OCTOBER 17,2025. Form 990, Part VI, Line 19 Required documents available to the public THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR AUDITED FINANCIAL STATEMENTS PUBLICLY AVAILABLE. CHARITABLE REMAINDER TRUSTS (42) TRUST AZ UNIVERSITY OF ARIZONA FOUNDATION false false false false false false false false false false false false false false false false false false false false