2012-08-02T10:01:22-05:00 2011-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 1100 AUSTIN TX 787019682 990 2011-01-01 741587488 THE UNIVERSITY OF TEXAS FOUNDATION UNIV 5124738985 PO BOX 250 AUSTIN TX 787670250 SHERI DESPAIN 5124733603 2012-07-31 1 SEAN HOLCOMB P01249221 5123703200 2011 2016-02-24 21:20:13Z SHERI DESPAIN PO BOX 250 AUSTIN TX 787670250 22312781 0 X WWW.UTEXASFOUNDATION.ORG X 1967 TX TO PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS SYSTEM. 20 20 8 20 0 0 17519654 14693890 0 0 1589474 1941028 17812 1890 19126940 16636808 10507806 10536080 0 0 180784 183402 0 0 8318 2236477 2490776 12925067 13210258 6201873 3426550 39924377 42024402 22614827 24337041 17309550 17687361 TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF TEXAS SYSTEM, INCLUDING ALL OF ITS BRANCHES, DEPARTMENTS, SCHOOLS AND COLLEGES AT ITS FIFTEEN INSTITUTIONS, TO IMPROVE ITS RESEARCH, TEACHING, SCHOLARSHIP, FACULTIES AND FACILITIES. 0 0 10536080 10536080 EDUCATIONAL PURPOSE - GIFTS TO VARIOUS DEPARTMENTS AT THE UNIVERSITY OF TEXAS FOR VARIOUS EDUCATIONAL AND RESEARCH PROJECTS 2146050 PAYMENTS MADE TO MEET CONDITIONS OF GIFTS TO THE UNIVERSITY. 12682130 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 211 0 1 8 1 0 1 OC 0 0 0 0 0 0 0 0 X 20 20 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SHERI DESPAIN 5124738985 111 CONGRESS AVENUE SUITE 400 AUSTIN TX 78701 R GORDON APPLEMAN 1.00 X 0 0 0 FRANK DENIUS 1.00 X 0 0 0 JOHN STUART III 1.00 X 0 0 0 MICHAEL L COOK 1.00 X 0 0 0 MICHELLE BROCK 1.00 X 0 0 0 HECTOR DELEON 1.00 X 0 0 0 CHARLES W MATTHEWS JR 1.00 X 0 0 0 JAMES W MCCARTNEY 1.00 X 0 0 0 J MARK MCLAUGHLIN 1.00 X 0 0 0 MELINDA HILL PERRIN 1.00 X 0 0 0 SHANNON H RATLIFF 1.00 X 0 0 0 HOWARD V ROSE 1.00 X 0 0 0 JAMES A PRENTICE 1.00 X 0 0 0 REX G BAKER III 1.00 X 0 0 0 JOHN W BARNHILL JR 1.00 X 0 0 0 JOHN W FAINTER JR 1.00 X 0 0 0 JULIUS GLICKMAN 1.00 X 0 0 0 BEN A DONNELL 1.00 X 0 0 0 GARY R GURWITZ 1.00 X 0 0 0 JOHN H MASSEY 1.00 X 0 0 0 PAUL J YOUNGDALE JR 12.00 X 48522 0 0 SHERI DESPAIN 19.00 X 68662 0 0 117184 0 0 0 0 0 0 0 14693890 98829 14693890 594481 594481 7022520 5675973 1346547 1346547 1346547 MISCELLANEOUS INCOME 900099 1890 1890 1890 16636808 0 0 1942918 10512960 10512960 23120 23120 117184 114758 2426 66218 66218 19508 18533 975 70961 70961 21801 20711 1090 82229 78402 3827 2781 2781 4985 4985 ANNUITY PAYMENTS 2146050 2146050 BUSINESS EXPENSES 134923 134923 STATE REGISTRATION EXPE 6786 6786 MISCELLANEOUS EXPENSE 752 752 13210258 12682130 519810 8318 2215737 1601963 52739 5401 6914 16786 15433 4967 1353 37696739 40361191 1533 242 39924377 42024402 37662 88008 22577165 24249033 22614827 24337041 X 2628243 3081082 6258109 6154081 8423198 8452198 17309550 17687361 39924377 42024402 X 3426550 -3048739 X X 0 1 1 X 0 X 10522721 17823546 8210022 17519654 14693890 68769833 10522721 17823546 8210022 17519654 14693890 68769833 3652776 65117057 736401 791793 682456 584850 594481 3389981 1592 1500 23200 17812 1890 45994 72205808 0.90180 0.87410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 730249 1 1 9549980 29000 109094 198515 84319 9405240 8745688 50100 991481 145214 92075 9549980 8061612 133573 783216 125032 107681 8745688 5843899 3078989 -542442 244565 74269 8061612 0.88080 0.11920 0 0 16786 15433 1353 1353 GIFT ANNUITIES 24207666 GIFT COMMITMENT IN EXCESS OF LIABILITY 41367 24249033 16636808 13210258 3426550 -1376871 -1671868 -3048739 377811 13588069 -1376871 -1671868 -3048739 16636808 0 16636808 13210258 0 13210258 0 13210258 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: A MAJORITY OF ENDOWMENT FUNDS ARE USED TO PROVIDE CONGRESSMAN ARCHER SCHOLARSHIPS TO ALLOW UNIVERSITY OF TEXAS STUDENTS TO STUDY IN WASHINGTON, DC. A PORTION OF THE ENDOWMENT FUNDS ARE USED TO SUPPORT MD ANDERSON CANCER RESEARCH AND FUND SCHOLARSHIPS AT THE UNIVERSITY OF TEXAS AT AUSTIN. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,690,426. CHANGE IN GIFT COMMITMENTS 1,018,558. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,671,868. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,690,426. CHANGE IN GIFT COMMITMENTS 1,018,558. 1 UNIVERSITY OF TEXAS DALLAS 800 WEST CAMPBELL ROAD RICHARDSON TX 75080 751305566 UT SYSTEM 7125 PRODUCTION OF AMERICAN HISTORY DOCUMENTARY UNIVERSITY OF TEXAS ARLINGTON 701 SOUTH NEDDERMAN DRIVE ARLINGTON TX 76019 756000121 UT SYSTEM 5000 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS AUSTIN 2400 INNER CAMPUS DR AUSTIN TX 78712 746000203 UT SYSTEM 4527951 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS BROWNSVILLE 80 FT BROWN BROWNSVILLE TX 78520 742759269 UT SYSTEM 75000 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOUSTON TX 77030 741761309 UT SYSTEM 532983 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOUSTON TX 77030 741761309 UT SYSTEM 46078 SCHOLARSHIPS AWARDED BY UTHSC UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 UT SYSTEM 820795 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS M D ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 UT SYSTEM 3090000 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS MEDICAL BRANCH GALVESTON 301 UNIVERSITY BLVD GALVESTON TX 77555 746000949 UT SYSTEM 13824 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 741717115 UT SYSTEM 221904 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 343367 SCHOLARSHIPS AWARDED BY UT SYSTEM UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 781598 EDUCATIONAL/RESEARCH TAMEST 1616 GUADALUTE ST SUITE 3304 AUSTIN TX 78701 201014851 501(C)(3) 10000 CONFERENCE SPONSOR 13 0 FUNDS PROVIDED FOR STUDENT EMERGENCIES 25 4500 FUNDS PROVIDED FOR STAFF EMERGENCIES 30 11120 SCHOLARSHIPS AWARDED 2 7500 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANTS ARE MONITORED DIRECTLY BY THE UNIVERSITY OF TEXAS SYSTEM. X 1 98829 MARKET QUOTATIONS 0 0 1 1 THIRD PARTY USE: PART I, LINE 32B: MERRILL LYNCH HANDLES ALL STOCK SALES FOR THE FOUNDATION, INCLUDING SALES OF CONTRIBUTED STOCK. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED AND RESTATED THE CERTIFICATE OF FORMATION IN 2011 TO LIMIT THE TERM FOR DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE CFO AND THEN SENT TO THE ENTIRE BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE POLICY IS SENT TO BOARD MEMBERS AND A WRITTEN RESPONSE IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION HAS A FORMAL COMPENSATION POLICY AND COMPENSATION DECISIONS ARE REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.ORG AND BY REQUEST TO GRANTING ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,376,871. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -2,690,426. CHANGE IN GIFT COMMITMENTS 1,018,558. TOTAL TO FORM 990, PART XI, LINE 5: -3,048,739. FORM 990, PART XI, LINE 2C THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. UNIVERSITY OF TEXAS FOUNDATION NO I INC PO BOX 250 AUSTIN TX 78767 237109244 TO SUPPORT THE UNVERSITY OF TEXAS TX 501(C)3 5 N/A 0 UNIVERSITY OF TEXAS FOUNDATION NO 2 INC PO BOX 250 AUSTIN TX 78767 746173027 TO SUPPORT THE UNVERSITY OF TEXAS TX 501(C)3 5 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0