UNIVERSITY OF OKLAHOMA FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF OKLAHOMA FOUNDATION INC (EIN 73-6091755)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201341359349305034
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T12:49:28-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731413977 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 BROADWAY EXTENSION SUITE 300 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73114 | 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 | 736091755 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF OKLAHOMA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4053211174 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TIMBERDELL ROAD | AddressLine1 |
| City | NORMAN | City |
| State | OK | State |
| ZIP Code | 73019 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RON C WINKLER | Name |
| Title | VICE-PRESIDENT AND TREASURER | Title |
| Phone | 4053211174 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN SCHMITZ | Name |
| PTIN | P00168987 | PTIN |
| Phone | 4058482020 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GUY L PATTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TIMBERDELL ROAD | AddressLine1 |
| City | NORMAN | City |
| State | OK | State |
| ZIP Code | 73019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 281119989 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OUFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | THE UNIVERSITY OF OKLAHOMA FOUNDATION IS AN INDEPENDENT NOT-FOR-PROFIT CORPORATION THAT ENCOURAGES AND SUPPORTS CHARITABLE GIVING FOR THE BENEFIT OF THE UNIVERSITY OF OKLAHOMA. THE FOUNDATION ACTS AS THE PRINCIPAL ORGANIZATION THROUGH WHICH THOSE GIFTS ARE MADE AND ADMINISTERED FOR THE BENEFIT OF THE UNIVERSITY. THE SOLE REASON FOR ITS EXISTENCE IS TO SERVE THE UNIVERSITY OF OKLAHOMA AND THE GENEROUS DONORS WHO SUPPORT THE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 43 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 548789 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 344827 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 145119973 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 85876056 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 57890310 | InvestmentIncomePriorYear |
| Investment Income Current Year | 46495885 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5865493 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4197923 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 208875776 | TotalRevenuePriorYear |
| Total Revenue Current Year | 136569864 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 87712448 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 92817483 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2721649 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2867240 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4116168 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10104358 | OtherExpensePriorYear |
| Other Expenses Current Year | 11046813 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 100538455 | TotalExpensesPriorYear |
| Total Expenses Current Year | 106731536 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 108337321 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 29838328 | RevenuesLessExpensesCY |
| Total Assets BOY | 1041248690 | TotalAssetsBOY |
| Total Assets EOY | 1007093948 | TotalAssetsEOY |
| Total Liabilities BOY | 99315743 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 90037950 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 941932947 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 917055998 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UNIVERSITY OF OKLAHOMA FOUNDATION IS AN INDEPENDENT NOT-FOR-PROFIT CORPORATION THAT ENCOURAGES AND SUPPORTS CHARITABLE GIVING FOR THE BENEFIT OF THE UNIVERSITY OF OKLAHOMA. THE FOUNDATION ACTS AS THE PRINCIPAL ORGANIZATION THROUGH WHICH THOSE GIFTS ARE MADE AND ADMINISTERED FOR THE BENEFIT OF THE UNIVERSITY. THE SOLE REASON FOR ITS EXISTENCE IS TO SERVE THE UNIVERSITY OF OKLAHOMA AND THE GENEROUS DONORS WHO SUPPORT THE UNIVERSITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17595745 | Expense |
| Grants | 17595745 | Grants |
| Revenue | 142780 | Revenue |
| Description | GENERAL UNIVERSITY EDUCATION ASSISTANCEEXPENDITURES MADE IN ACCORDANCE WITH THE FUND PURPOSE RANGING FROM GENERAL SUPPLIES TO SPECIFIC PROJECTS WITHIN A DEPARTMENT OR SCHOOL OF THE UNIVERSITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 32941735 | Expense |
| Grants | 32941735 | Grants |
| Revenue | 263016 | Revenue |
| Description | FACILITIES AND EQUIPMENTEXPENDITURES MADE IN ACCORDANCE WITH THE FUND PURPOSE RANGING FROM THE PURCHASE OF LAB EQUIPMENT TO CONSTRUCTION OF BUILDINGS WITHIN A DEPARTMENT OR SCHOOL OF THE UNIVERSITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 23229308 | Expense |
| Grants | 23229308 | Grants |
| Revenue | 187869 | Revenue |
| Description | SALARY SUPPLEMENTSSUCH EXPENDITURES ARE PROCESSED THROUGH THE UNIVERSITY'S PAYROLL SYSTEM. UPON RECEIVING ADEQUATE DOCUMENTATION, THE FOUNDATION WILL REIMBURSE THE UNIVERSITY FOR SUCH EXPENDITURES MADE IN ACCORDANCE WITH THE FUND PURPOSE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 19543721 | Expense |
| Grants | 19050696 | Grants |
| Revenue | 157809 | Revenue |
| Description | STUDENT AND FACULTY AWARDS AND SCHOLARSHIPS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 19543721 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 19050696 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 157809 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 93310509 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | 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 | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 1 | 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 | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | 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 | 665 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 43 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | IT | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | 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 | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | 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 | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RON WINKLER | NamePerson |
| Telephone Number | 4053211174 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TIMBERDELL ROAD | AddressLine1 |
| City | NORMAN | City |
| State | OK | State |
| ZIP Code | 73019 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID R BARNES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN R BOZALIS MD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA M BRAUGHT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TERRY L CARTER | ||||||||
| VICE-CHAIR TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES H EVEREST | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM L FORD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT R GILBERT III | ||||||||
| CHAIR TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BONNIE KENNEDY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM G KERR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID MOFFETT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM G PAUL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LAURA RATLIFF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT A REECE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT J ROSS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARY A SHERMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| L DON SMITHERMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES STEPHENSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SUZANNE M SYMCOX | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES R TOLBERT III | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL SAMIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CARLISLE MABREY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CLIFF HUDSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID RAINBOLT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GUY L PATTON | ||||||||
| PRESIDENT & CEO | 40.00 | 341621 | 0 | 46432 | X | |||
| RON C WINKLER | ||||||||
| VICE PRESIDENT & TREASURER | 40.00 | 187977 | 0 | 23532 | X | |||
| GARY BEADLES | ||||||||
| VP AND GENERAL COUNSEL | 40.00 | 110088 | 0 | 18877 | X | |||
| MICHAEL L MARCOTTE | ||||||||
| VP FOR INFORMATION TECHNOL | 40.00 | 137747 | 0 | 22062 | X | |||
| KATHY HARLIN | ||||||||
| CORPORATE SECRETARY | 40.00 | 99743 | 0 | 17675 | X | |||
| BEN STEWART | ||||||||
| DIRECTOR OF INVESTMENTS | 40.00 | 158011 | 0 | 26157 | X | |||
| TRENT WELLS | ||||||||
| CONTROLLER | 40.00 | 135704 | 0 | 20812 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1170891 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 175547 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 83232 | CHICAGO | IL | 606910232 | CONSULTANT | 1331399 |
| GARDNER RUSSO & GARDNER | |||||
| 223 EAST CHESTNUT STREET | LANCASTER | PA | 17602 | INVESTMENT MANAGER | 344911 |
| MCAFEE & TAFT | |||||
| 211 N ROBINSON SUITE 1000 | OKLAHOMA CITY | OK | 73102 | LEGAL SERVICES | 270929 |
| DSM CAPITAL PARTNERS LLC | |||||
| 320 EAST MAIN STREET | MT KISCO | NY | 10549 | INVESTMENT MANAGER | 259780 |
| IRIDIAN ASSET MANAGEMENT LLC | |||||
| 276 POST ROAD WEST | WESTPORT | CT | 068804704 | INVESTMENT MANAGER | 204392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 24 | NumberOfContractorsGT100K |
| All Other Contributions | 85876056 | AllOtherContributions |
| Noncash Contributions | 7211542 | NoncashContributions |
| Total Contributions | 85876056 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11088983 | TotalRevenueColumn |
| Exclusion | $11,088,983 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2794031 | TotalRevenueColumn |
| Exclusion | $2,794,031 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 40558 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 14745 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 25813 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25813 | TotalRevenueColumn |
| Exclusion | $25,813 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 179942282 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 144535380 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 35406902 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35406902 | TotalRevenueColumn |
| Exclusion | $35,406,902 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| OTHER INCOME | 900099 | 1180907 | 751474 | 429433 | |
| PARTNERSHIP INCOME | 900099 | 119356 | 119356 | ||
| PUBLICATION ROYALTIES | 511190 | 77816 | $77,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1378079 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 136569864 | TotalRevenueColumn |
| Related Or Exempt Function Income | 751474 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 548789 | UnrelatedBusinessRevenue |
| Exclusion | $49,393,545 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73766787 | Total |
| Program Services | 73766787 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19050696 | Total |
| Program Services | 19050696 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1327587 | Total |
| Management And General | 1327587 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1116423 | Total |
| Management And General | 1116423 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130543 | Total |
| Management And General | 130543 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144497 | Total |
| Management And General | 144497 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148190 | Total |
| Management And General | 148190 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184043 | Total |
| Management And General | 184043 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293016 | Total |
| Management And General | 293016 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85865 | Total |
| Management And General | 85865 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4386544 | Total |
| Management And General | 4386544 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91946 | Total |
| Management And General | 91946 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33191 | Total |
| Management And General | 33191 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46416 | Total |
| Management And General | 46416 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102980 | Total |
| Management And General | 102980 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87864 | Total |
| Management And General | 87864 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24393 | Total |
| Management And General | 24393 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184878 | Total |
| Management And General | 184878 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131640 | Total |
| Management And General | 131640 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| TAXES - UBI | 206844 | 206844 | ||
| EXPENSES REIMBURSED TO | 4116168 | 4116168 | ||
| STUDENT AND FACULTY AWA | 493026 | 493026 | ||
| OTHER EXPENSES | 364363 | 364363 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213636 | Total |
| Management And General | 213636 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106731536 | Total |
| Program Services | 93310509 | ProgramServices |
| Management And General | 9304859 | ManagementAndGeneral |
| Fundraising | 4116168 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8137048 | BOY |
| EOY | 14704072 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28569399 | BOY |
| EOY | 16852695 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54226470 | BOY |
| EOY | 48544638 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 836800 | BOY |
| EOY | 37862822 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69825 | BOY |
| EOY | 91532 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20939953 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1284727 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21750998 | BOY |
| EOY | 19655226 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884586672 | BOY |
| EOY | 826523950 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41745224 | BOY |
| EOY | 41809782 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1326254 | BOY |
| EOY | 1049231 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1041248690 | BOY |
| EOY | 1007093948 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11707681 | BOY |
| EOY | 8138736 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87608062 | BOY |
| EOY | 81899214 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99315743 | BOY |
| EOY | 90037950 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -21320814 | BOY |
| EOY | -21490267 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223687781 | BOY |
| EOY | 227943876 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 739565980 | BOY |
| EOY | 710602389 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 941932947 | BOY |
| EOY | 917055998 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1041248690 | BOY |
| EOY | 1007093948 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 29838328 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -54715277 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 198367431 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 104195750 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 124474583 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145119973 | CurrentTaxYearMinus1Year |
| Current Tax Year | 85876056 | CurrentTaxYear |
| Total | 658033793 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 198367431 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 104195750 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 124474583 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 145119973 | CurrentTaxYearMinus1Year |
| Current Tax Year | 85876056 | CurrentTaxYear |
| Total | 658033793 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4206839 | AmountsSubstContributorsTotal |
| Public Support Total170 | 653826954 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23227591 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20322480 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16390745 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17004692 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13986643 | CurrentTaxYear |
| Total | 90932151 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | -252093 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -87484 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 300585 | CurrentTaxYearMinus1Year |
| Current Tax Year | 548789 | CurrentTaxYear |
| Total | 509797 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2223703 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58004 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -71183 | CurrentTaxYearMinus2Years |
| Current Tax Year | 751474 | CurrentTaxYear |
| Total | 2961998 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 752437739 | TotalSupport |
| Public Support Pertcentage170 | 0.86890 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.86730 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 38820017 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 755124850 | BeginningOfYearBalance |
| Contributions | 22216777 | Contributions |
| Investment Earnings Or Losses | -9712807 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 21619085 | GrantsOrScholarships |
| Other Expenditures | 14412723 | OtherExpenditures |
| Administrative Expenses | 7021225 | AdministrativeExpenses |
| End Of Year Balance | 724575787 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 573841912 | BeginningOfYearBalance |
| Contributions | 80925138 | Contributions |
| Investment Earnings Or Losses | 133961724 | InvestmentEarningsOrLosses |
| Other Expenditures | 33603924 | OtherExpenditures |
| End Of Year Balance | 755124850 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 470739642 | BeginningOfYearBalance |
| Contributions | 68377932 | Contributions |
| Investment Earnings Or Losses | 70359221 | InvestmentEarningsOrLosses |
| Other Expenditures | 35634883 | OtherExpenditures |
| End Of Year Balance | 573841912 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 598255800 | BeginningOfYearBalance |
| Contributions | 23902069 | Contributions |
| Investment Earnings Or Losses | -104077795 | InvestmentEarningsOrLosses |
| Other Expenditures | 47340432 | OtherExpenditures |
| End Of Year Balance | 470739642 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01930 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.98070 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 17557699 | InvestmentCostOrOtherBasis |
| Book Value | 17557699 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1978008 | OtherCostOrOtherBasis |
| Depreciation | 751333 | Depreciation |
| Book Value | 1226675 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1404246 | OtherCostOrOtherBasis |
| Depreciation | 533394 | Depreciation |
| Book Value | 870852 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19655226 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CONTINGENT LIABILITIES UNDER STATE REGENTS MATCHING FUND PROGRAM | $16,580,334 |
| ASSETS HELD IN CUSTODY FOR OTHERS | $61,873,439 |
| CHARITABLE REMAINDER TRUST OBLIGATIONS | $3,445,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 81899214 | TotalOfAmounts |
| Total Revenue | 136569864 | TotalRevenue |
| Total Expenses | 106731536 | TotalExpenses |
| Excess Or Deficit For Year | 29838328 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -54715277 | NetUnrealizedGLOnInvestments |
| Other | $9,971,962 | OtherAmount |
| Total Adjustments | -44743315 | TotalAdjustments |
| Excess Or Deficit Per FS | -14904987 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 91841292 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -54715277 | NetUnrealizedGainsInvestments |
| Other Revenues | 10486743 | OtherRevenues |
| Revenue Not Rptd F990 | -44228534 | RevenueNotRptdF990 |
| Revenue Subtotal | 136069826 | RevenueSubtotal |
| Other Revenues Not Included | 500038 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 500038 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 136569864 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 106746279 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 14743 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 14743 | ExpensesNotRptdF990 |
| Expenses Subtotal | 106731536 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 106731536 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE UNIVERSITY OF OKLAHOMA FOUNDATION, INC. MAINTAINS ART COLLECTIONS THAT WERE DONATED FOR PUBLIC EXHIBITION AND TO ATTRACT/RETAIN FACULTY AND STUDENTS OF THE HIGHEST CALIBER TO THE UNIVERSITY OF OKLAHOMA. | |
| PART V, LINE 4: | PERMANENTLY RESTRICTED NET ASSETS HAVE BEEN RESTRICTED BY DONORS TO BE MAINTAINED BY THE FOUNDATION IN PERPETUITY. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND OTHER ITEMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE ACCOUNTING FOR INCOME TAXES MAY, AT TIMES, INVOLVE SOME DEGREE OF UNCERTAINTY, AND AS SUCH, LEAD TO UNCERTAIN TAX POSITIONS HAVING BEEN TAKEN. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO 2009. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| REVENUE REPORTED ON THE FOUNDATION FOR ENGINEERING AT THE UNIVERITY OF OKLAHOMA, INC. (45-3266058) 10,472,000. GRANTS FROM THE FOUNDATION FOR ENGINEERING AT THE UNIVERSITY OF OKLAHOMA, INC. (45-3266058) -500,038. TOTAL TO SCHEDULE D, PART XI, LINE 8: 9,971,962. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| REVENUE REPORTED ON THE FOUNDATION FOR ENGINEERING AT THE UNIVERITY OF OKLAHOMA, INC. (45-3266058) 10,472,000. RENTAL EXPENSES RECLASSIFIED FROM PART IX 14,743. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| GRANTS FROM THE FOUNDATION FOR ENGINEERING AT THE UNIVERSITY OF OKLAHOMA, INC. (45-3266058) 500,038. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES RECLASSIFIED TO PART VIII 14,743. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 1 | 1 | PROGRAM SERVICES | EXPENSES ASSOCIATED WITH REAL ESTATE HELD FOR THE BENEFIT OF THE UNIVERSITY | 14745 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 1 | 1 | PROGRAM SERVICE | INVESTMENT ASSOCIATED WITH REAL ESTATE HELD FOR THE BENEFIT OF THE UNIVERSITY | 2706350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 2 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2721095 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 2721095 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 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 OKLAHOMA | |||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | 736017987 | 501(C)(3) | 23229308 | SALARY SUPPLEMENTS |
| UNIVERSITY OF OKLAHOMA | |||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | 736017987 | 501(C)(3) | 17595745 | GENERAL EDUCATION ASSISTANCE |
| UNIVERSITY OF OKLAHOMA | |||||||
| 660 PARRINGTON OVAL | NORMAN | OK | 73019 | 736017987 | 501(C)(3) | 32941735 | FACILITIES AND EQUIPMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 5410 | NumberOfRecipients |
| Amount Of Cash Grant | 12759336 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE FUND SPONSORS FOR EACH FUND APPROVE ALL EXPENDITURES. THE SPONSORS USE THE DONOR GUIDELINES TO INSURE THAT DONOR INTENT IS FOLLOWED FOR EACH EXPENDITURE. THE PAYMENT PROCESSING DEPARTMENT AT THE FOUNDATION ALSO SCRUTINIZES EACH PAYMENT AND VERIFIES DONOR INTENT PRIOR TO AUTHORIZING FINAL PAYMENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GUY L PATTON | |||||||||||||
| 303920 | 0 | 24621 | 0 | 13080 | 0 | 40100 | 0 | 6332 | 0 | 388053 | 0 | 0 | 0 |
| RON C WINKLER | |||||||||||||
| 165500 | 0 | 21397 | 0 | 1080 | 0 | 17200 | 0 | 6332 | 0 | 211509 | 0 | 0 | 0 |
| MICHAEL L MARCOTTE | |||||||||||||
| 116000 | 0 | 20667 | 0 | 1080 | 0 | 15730 | 0 | 6332 | 0 | 159809 | 0 | 0 | 0 |
| BEN STEWART | |||||||||||||
| 135000 | 0 | 21931 | 0 | 1080 | 0 | 19825 | 0 | 6332 | 0 | 184168 | 0 | 0 | 0 |
| TRENT WELLS | |||||||||||||
| 106500 | 0 | 28124 | 0 | 1080 | 0 | 14480 | 0 | 6332 | 0 | 156516 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII (2 entries)
| Name Of Interested PersonNameOfInterestedPerson | Relationship With OrganizationRelationshipWithOrganization | Amount Of GrantAmountOfGrant | Type Of AssistanceTypeOfAssistance |
|---|---|---|---|
| JUSTIN HOELSCHER | CHILD OF OFFICER (KATHY HARLIN) | 3000 | SCHOLARSHIP |
| LOGAN BEADLES | CHILD OF OFFICER (GARY BEADLES) | 2000 | SCHOLARSHIP |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6801216 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | CURRENT FAIR VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 279104 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK QUOTE | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 131219 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | CURRENT FAIR VALUE | MethodOfDeterminingRevenues |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | UNDETERMINABLE (R.STOCK) | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NOMINAL VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MINERAL INTEREST | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NOMINAL VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE FOUNDATION USES THIRD PARTIES TO SELL REAL ESTATE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL SAMIS AND JAMES EVEREST HAVE A FAMILY RELATIONSHIP. JOHN R. BOZALIS M.D. AND ROBERT A. REECE HAVE A BUSINESS RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION WORKS WITH EXTERNAL TAX PROFESSIONALS TO ASSIST AND FILE THE 990. THE 990 SHALL BE REVIEWED AND APPROVED BY THE AUDIT/FINANCE COMMITTEE ON AN ANNUAL BASIS PRIOR TO FILING IT WITH THE IRS. AN ELECTRONIC COPY OF THE 990 SHALL BE PROVIDED TO THE ENTIRE BOARD PRIOR TO IT BEING FILED WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION USES VILLAREAL AND ASSOCIATES (EXTERNAL CONSULTANT) AND DATA FROM PEER SURVEYS TO HELP DETERMINE COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE AND UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -54,715,277. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (5 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 NORTH PARK LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | REAL ESTATE | OK | 3345 | 7479193 | UNIVERSITY OF OKLAHOMA FOUNDATION INC |
| UNP REALTY INVESTORS LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | REAL ESTATE | OK | 207722 | 6175153 | UNIVERSITY OF OKLAHOMA FOUNDATION INC |
| UNIVERSITY AMPHORA LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | REAL ESTATE | OK | 25813 | 2797225 | UNIVERSITY OF OKLAHOMA FOUNDATION INC |
| AVILLA PRINCIPIS LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | REAL ESTATE | OK | 54028 | 1372150 | UNIVERSITY OF OKLAHOMA FOUNDATION INC |
| HAMM FAMILY DIABETES CENTER LLC | |||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | 736091755 | DIABETES RESEARCH | OK | 142363 | 26244181 | UNIVERSITY OF OKLAHOMA FOUNDATION INC |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR ENGINEERING AT THE UNIVERSITY OF OKLAHOMA INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TIMBERDELL ROAD | AddressLine1 |
| City | NORMAN | City |
| State | OK | State |
| ZIP Code | 73019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453266058 | EIN |
| Primary Activities | EDUCATIONAL | PrimaryActivities |
| Legal Domicile State | OK | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 5 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVESITY OF OKLAHOMA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR ENGINEERING AT THE UNIVERSITY OF OKLAHOMA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 500038 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |