2011-05-11T09:54:52-05:00 2010-06-30 BKD LLP 6120 S Yale 1400 Tulsa OK 741364223 990 2009-07-01 736091755 UNIVERSITY OF OKLAHOMA FOUNDATION INC UNIV 4053211174 100 TIMBERDELL ROAD NORMAN OK 73019 RON C WINKLER 2011-05-05 true Anne M Adams 9185842900 2009 2016-02-24 21:20:13Z GUY PATTON 100 TIMBERDELL ROAD NORMAN OK 73019 252136273 false X WWW.OUFOUNDATION.ORG X 1944 OK TO SERVE THE UNIVERSITY OF OKLAHOMA AND THE GENEROUS DONORS WHO SUPPORT THE UNIVERSITY. 24 24 34 24 14658 -1578 104195750 124474583 0 0 -196196454 37311403 4320108 5842930 -87680596 167628916 100890890 113816186 0 0 2558957 3327158 0 0 4051157 8024463 10448411 111474310 127591755 -199154906 40037161 776042268 805919519 106701110 57089275 669341158 748830244 TO SERVE THE UNIVERSITY OF OKLAHOMA AND THE GENEROUS DONORS WHO SUPPORT THE UNIVERSITY. false false 17198986 17198986 584020 GENERAL EDUCATIONAL ASSISTANCE SUCH EXPENDITURES ARE INCURRED BY THE UNIVERSITY WHO THEN USE THE UNIVERSITY OF OKLAHOMA FOUNDATION'S FUNDS TO BE REIMBURSED FOR THEIR EXPENSE. ALTHOUGH THE FOUNDATION DOES NOT USE THEIR OWN OPERATING CASH FLOWS FOR SUCH EXPENDITURES, THEY DO REIMBURSE THE UNIVERSITY OUT OF FUNDS ADMINISTERED BY THEM IN ACCORDANCE WITH DONOR INTENT. 48630737 48630737 1651338 FACILITIES AND EQUIPMENT SUCH EXPENDITURES ARE INCURRED BY THE UNIVERSITY WHO THEN USE THE UNIVERSITY OF OKLAHOMA FOUNDATION'S FUNDS TO BE REIMBURSED FOR THEIR EXPENSE. ALTHOUGH THE FOUNDATION DOES NOT USE THEIR OWN OPERATING CASH FLOWS FOR SUCH EXPENDITURES, THEY DO REIMBURSE THE UNIVERSITY OUT OF FUNDS ADMINISTERED BY THEM IN ACCORDANCE WITH DONOR INTENT. 21644682 21644682 734982 SALARY SUPPLEMENTS SUCH EXPENDITURES ARE INCURRED BY THE UNIVERSITY WHO THEN USE THE UNIVERSITY OF OKLAHOMA FOUNDATION'S FUNDS TO BE REIMBURSED FOR THEIR EXPENSE. ALTHOUGH THE FOUNDATION DOES NOT USE THEIR OWN OPERATING CASH FLOWS FOR SUCH EXPENDITURES, THEY DO REIMBURSE THE UNIVERSITY OUT OF FUNDS ADMINISTERED BY THEM IN ACCORDANCE WITH DONOR INTENT. 26341781 26341781 894480 Scholarships & Awards 26341781 26341781 894480 113816186 true true false false false false true false true true true false false false true false false false false false false true true true false false false false false false false false true false false false true false false false false true 589 0 true 34 true true true false false false false true true false false false 24 24 true false false false false false false true true false false true true true true true true true true true true IN OK X X X RON WINKLER 4053211174 100 TIMBERDELL ROAD NORMAN OK 73019 CARL B ANDERSON III 1.0 X 0 0 0 DAVID R BARNES 1.0 X 0 0 0 BEN T BENEDUM 1.0 X 0 0 0 JOHN R BOZALIS MD 1.0 X 0 0 0 BARBARA M BRAUGHT 1.0 X 0 0 0 TERRY L CARTER 1.0 X X 0 0 0 BONNIE KENNEDY 1.0 X 0 0 0 ARCHIE W DUNHAM 1.0 X 0 0 0 JAMES H EVEREST 1.0 X 0 0 0 WILLIAM L FORD 1.0 X 0 0 0 ROBERT R GILBERT III 1.0 X X 0 0 0 WR HOWELL 1.0 X 0 0 0 CS LEWIS III 1.0 X 0 0 0 ANTHONY M MASSAD 1.0 X 0 0 0 POLLY NICHOLS 1.0 X 0 0 0 WILLIAM G PAUL 1.0 X 0 0 0 ROBERT A REECE 1.0 X 0 0 0 MICHAEL SAMIS 1.0 X 0 0 0 FA SEWELL III 1.0 X 0 0 0 MARY A SHERMAN 1.0 X 0 0 0 DON SMITHERMAN 1.0 X 0 0 0 CHARLES STEPHENSON 1.0 X 0 0 0 SUZANNE M SYMCOX 1.0 X X 0 0 0 JAMES R TOLBERT III 1.0 X 0 0 0 GUY L PATTON 40.0 X 261424 0 5725 RON C WINKLER 40.0 X 163447 0 27835 GARY BEADLES 40.0 X 97246 0 17335 MICHAEL L MARCOTTE 40.0 X 119845 0 20485 KATHY HARLIN 40.0 X 86101 0 15610 BEN STEWART 40.0 X 133395 0 0 RON BURTON X 305000 0 17970 1166458 0 104960 5 true true false CAMBRIDGE ASSOCIATES LLC 100 SUMMER STREET BOSTON MA 021100317 CONSULTANT 1038998 GARDNER RUSSO GARDNER 223 EAST CHESTNUT STREET LANCASTER PA 17602 INVESTMENT MANAGER 273314 DSM CAPITAL PARTNERS LLC 320 EAST MAIN STREET MT KISCO NY 10549 INVESTMENT MANAGER 232836 METROPOLITAN WEST ASSET MANAGEMENT PO BOX 515126 LOS ANGELES CA 900515126 INVESTMENT MANAGER 217099 IRIDIAN ASSET MANAGEMENT LLC 276 POST ROAD WEST WESTPORT CT 068804704 INVESTMENT MANAGER 189183 7 124474583 1662191 124474583 0 14356110 14356110 0 1966565 1966565 107462650 84507357 22955293 22955293 22955293 0 0 0 PUBLICATION ROYALTIES 511190 68070 68070 OTHER INCOME 900099 3864820 3864820 PARTNERSHIP INCOME 900099 -56525 14658 -71183 3876365 167628916 3864820 14658 39274855 103795649 103795649 10020537 10020537 0 0 773633 773633 0 1050731 1050731 205792 205792 1177587 1177587 119415 119415 0 87409 87409 83227 83227 0 0 4299587 4299587 0 9900 9900 58343 58343 89028 89028 0 142362 142362 28070 28070 0 0 0 0 956541 956541 144282 144282 Exp Reimb to OU Dev. Office 4051157 4051157 Foundation Publications 146543 146543 Postage 50183 50183 Other Expenses 73654 73654 Consulting 79666 79666 148459 148459 127591755 113816186 9724412 4051157 3805863 3079407 39032093 38008287 75526935 55710228 178273 231233 165290 68990 16303214 1115813 13320252 15187401 600589451 647496383 7017449 41366639 37585836 2057472 1534305 776042268 805919519 19584784 11213842 87116326 45875433 106701110 57089275 X -40086479 -31556733 243617970 218326859 465809667 562060118 669341158 748830244 776042268 805919519 X false true true X false X 95145500 106257763 198367431 104195750 124474583 628441027 95145500 106257763 198367431 104195750 124474583 628441027 628441027 18987064 22918291 23227591 20322480 16390745 101846171 -252093 -87484 -339577 2436375 1772267 2223703 58004 -71183 6419166 736366787 0.85344 0.84140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32006301 X X X false 470739642 68377932 70359221 35634883 573841912 598255800 23902069 -104077795 47340432 470739642 0.02618 0.97383 false false 12860810 12860810 1978008 641147 1336861 1464396 474666 989730 15187401 0 STATE REGENTS MATCHING FUND PROGRAM 45875433 45875433 167628916 127591755 40037161 39380747 71183 39451930 79489091 207080846 39380747 39380747 167700099 -71183 -71183 167628916 127591755 127591755 127591755 1 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. 2 PART V, LINE 4 BOARD DESIGNATED FUNDS ARE LIMITED BY DONORS TO A SPECIFIC TIME PERIOD OR PURPOSE. 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. 3 PART XI, LINE 8 BOOK/TAX DIFFERENCE - PARTNERSHIPS 71,183 4 PART XII, LINE 4B BOOK/TAX DIFFERENCE - PARTNERSHIPS (71,183) Europe (Including Iceland and Greenland) Investments Central America and the Caribbean Investments true UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 736017987 UNIV OF OK 48630737 FACILITIES AND EQUIPMENT UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 736017987 UNIV OF OK 21644682 SALARY SUPPLEMENTS UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 736017987 UNIV OF OK 21250143 GENERAL EDUCATION ASSISTANCE UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 736017987 UNIV OF OK 26341781 SCHOLARSHIPS AND AWARDS 1 0 SCHOLARSHIPS 5036 10020537 1 SCHEDULE I, PART I, LINE 2 THE FUND SPONSORS FOR EACH SCHOLARSHIP FUND FORM A SCHOLARSHIP COMMITTEE. THE COMMITTEE USES THE DONOR GUIDELINES TO SELECT THE RECIPIENTS. SCHOLARSHIP RECIPIENTS MUST BE ENROLLED AT THE UNIVERSITY OF OKLAHOMA. X X X X true false false false false false false false false GUY L PATTON 261424 0 0 0 0 0 0 0 5725 0 267149 0 0 RON C WINKLER 163447 0 0 0 0 0 22110 0 5725 0 191282 0 0 RON BURTON 0 0 0 0 305000 0 14000 0 3970 0 322970 0 0 1 SCHEDULE J, PART 1, LINE 4 THE FORMER PRESIDENT AND CEO RECEIVED $305,000 DURING 2009 PER A WRITTEN AGREEMENT. X 1 48708 STOCK QUOTE X 1 1613483 APPRAISAL false true false 1 FORM 990, PART III, LINE 4D SCHOLARSHIPS AND AWARDS SCHOLARSHIPS, FELLOWSHIPS, STUDENT LOANS, ETC. ARE AWARDED BY THE UNIVERSITY WHO THEN USE THE UNIVERSITY OF OKLAHOMA FOUNDATION'S FUNDS TO BE REIMBURSED FOR THEIR EXPENSE. OF THE 4,954 FUNDS THE FOUNDATION ADMINISTERS, APPROXIMATELY 1,830 OF THEM ARE DESIGNATED BY THE DONORS FOR SCHOLARSHIPS, FELLOWSHIPS, ETC. ALTHOUGH THE FOUNDATION DOES NOT USE THEIR OWN OPERATING CASH FLOWS FOR SUCH EXPENDITURES, THEY DO REIMBURSE THE UNIVERSITY OUT OF FUNDS ADMINISTERED BY THEM IN ACCORDANCE WITH DONOR INTENT. 2 FORM 990, PART VI, LINE 2 MICHAEL SAMIS AND JAMES EVEREST HAVE A FAMILY RELATIONSHIP. JOHN R. BOZALIS M.D. AND ROBERT A. REECE HAVE A BUSINESS RELATIONSHIP. 3 FORM 990, PART VI, LINE 11B THE FORM 990 WILL BE REVIEWED AND APPROVED BY THE AUDIT/FINANCE COMMITTEE. A COPY IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. 4 FORM 990, PART VI, LINE 12C THE ORGANIZATION ANNUALLY REVIEWS THE CONFLICT OF INTEREST POLICY. 5 FORM 990, PART VI, LINE 15 THE CEO'S AND OTHER OFFICERS' AND KEY EMPLOYEES' COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, AND A COMPENSATION SURVEY. 6 FORM 990, PART VI, 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. UNIVERSITY NORTH PARK LLC 100 TIMBERDELL ROAD NORMAN OK 73019 736091755 REAL ESTATE OK 2004 10295886 NA UNP REALTY INVESTORS LLC 100 TIMBERDELL ROAD NORMAN OK 73019 736091755 REAL ESTATE OK 112487 4480813 NA UNIVERSITY AMPHORA LLC 100 TIMBERDELL ROAD NORMAN OK 73019 736091755 REAL ESTATE OK 51255 2551243 NA