2011-11-09T11:16:32-06:00 2011-06-30 RSM MCGLADREY INC 221 THIRD AVENUE SE SUITE 300 CEDAR RAPIDS IA 524011512 990 2010-07-01 420796760 STATE UNIVERSITY OF IOWA FOUNDATION STAT 3193353305 PO BOX 4550 IOWA CITY IA 522444550 SHERRI P FURMAN 3193353305 2011-11-08 1 KAY HEGARTY 3192985333 2010 2016-02-24 21:20:13Z UNIVERSITY OF IOWA FOUNDATION LYNETTE L MARSHALL PO BOX 4550 IOWA CITY IA 52242 96795509 0 X WWW.UIFOUNDATION.ORG X 1956 IA THE PREFERRED CHANNEL FOR PRIVATE CONTRIBUTIONS TO SUPPORT THE UNIVERSITY OF IOWA. 31 30 465 0 -114157 -114157 84044852 72475764 0 0 41793788 14038813 11006436 9523932 136845076 96038509 57984664 68500530 0 0 14960720 15297202 756564 693728 10225427 4292940 5057293 77994888 89548753 58850188 6489756 942883072 1121789111 97922270 114415796 844960802 1007373315 THE UNIVERSITY OF IOWA FOUNDATION WAS ESTABLISHED TO RAISE PRIVATE GIFT SUPPORT ON BEHALF OF THE UNIVERSITY OF IOWA, AND TO SERVE AS THE UNIVERSITY'S PRIMARY FUNDRAISING ORGANIZATION. OUR MISSION STATEMENT IS: ADVANCING THE UNIVERSITY OF IOWA. 0 0 71123601 68500530 9638089 GRANTS PROVIDE RESOURCES TO THE UNIVERSITY OF IOWA FOR STUDENT AND FACULTY SUPPORT, RESEARCH, CAPITAL PROJECTS AND PROGRAM SUPPORT 71123601 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 43 0 1 465 1 1 1 0 0 0 0 1 1 1 3 0 0 0 X 31 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AZ CA CO DC GA HI KY MA MD ME MI MN NH NJ NY OH OR PA SC TN UT WA WI WV X SHERRI FURMAN 3193353305 ONE WEST PARK ROAD PO BOX 4550 IOWA CITY IA 522444550 P SUE BECKWITH 1.00 X 0 0 0 THOMAS R BUROKER 1.00 X 0 0 0 JAMES W CARNEY 1.00 X 0 0 0 ROSS D CHRISTENSEN 1.00 X 0 0 0 ANDREW W CODE 1.00 X 0 0 0 RALPH H CONGDON 1.00 X 0 0 0 KATHLEEN A DORE 1.00 X 0 0 0 JANICE REALS ELLIG 1.00 X 0 0 0 DAVID J FISHER 1.00 X 0 0 0 CASSANDRA S FOENS 1.00 X 0 0 0 NOLDEN GENTRY 1.00 X 0 0 0 KEVIN R GRUNEICH 1.00 X 0 0 0 LEONARD A HADLEY 1.00 X 0 0 0 THOMAS R HANSON 1.00 X X 0 0 0 DONALD W HEINEKING 1.00 X 0 0 0 DAVID A HOAK 1.00 X 0 0 0 CHARLES M KIERSCHT 1.00 X 0 0 0 W A BILL KRAUSE 1.00 X 0 0 0 ROGER L LANDE 1.00 X 0 0 0 CURTIS K LANE 1.00 X 0 0 0 CASEY D MAHON 1.00 X 0 0 0 SALLY MASON 1.00 X 0 0 0 JOHN PAPPAJOHN 1.00 X 0 0 0 DAN C ROBERTS 1.00 X 0 0 0 GARY F SEAMANS 1.00 X 0 0 0 MARY JOY STEAD 1.00 X 0 0 0 GREGG G THOMOPULOS 1.00 X 0 0 0 NATHAN R TROSS 1.00 X 0 0 0 ROBERT W VERHILLE 1.00 X X 0 0 0 NANCY B WILLIS 1.00 X 0 0 0 CATHERINE ZAHARIS 1.00 X 0 0 0 LYNETTE L MARSHALL 40.00 X 334908 0 39394 TIFFANI K SHAW 40.00 X 222387 0 39289 JENNIFER K SMITH 40.00 X 72520 0 14992 SHERRI P FURMAN 40.00 X 109194 0 29829 DAVID DIERKS 40.00 X 149815 0 30998 DAVID TRIPLETT 40.00 X 157862 0 28996 RICHARD WRETMAN 40.00 X 160861 0 16186 KEVIN C COLLINS 40.00 X 127649 0 28084 TOM K DEPRENGER 40.00 X 121314 0 26943 1456510 0 254711 15 0 1 0 AMERGENT INC 9 CENTENNIAL DRIVE PEABODY MA 01960 MAIL SOLICITATIONS 486394 MAVEN WAVE PARTNERS LLC 222 S RIVERSIDE PLAZA STE 2730 CHICAGO IL 60606 SOFTWARE CONSULTANTS 305387 BLACKBAUD INC PO BOX 930256 ATLANTA GA 31193 SOFTWARE DEVELOP/CONSULTANTS 231863 FUND EVALUATION GROUP L PO BOX 71-5060 COLUMBUS OH 432715060 FINANCIAL CONSULTANT 206429 DIAMOND MARKETING SOLUTION 280 MADSEN DRIVE STE 100 BLOOMINGDALE IL 60108 MAIL SOLICITATIONS 188223 8 72475764 8646220 72475764 2711029 2711029 11327784 757000 757000 11327784 0 11327784 11327784 FUNDRAISING REVENUE 900099 8713974 8713974 MGMT & SERVICE FEE INC 900099 924115 924115 INVESTMENT PARTNERSHIP 900099 -114157 -114157 9523932 96038509 9638089 -114157 14038813 68500530 68500530 980504 140775 422325 417404 11031750 1520120 3371992 6139638 2153612 343838 704434 1105340 367544 55132 106587 205825 763792 105059 238090 420643 61791 15448 46343 64375 16094 48281 693728 693728 712062 71206 263463 377393 255516 12776 28107 214633 568845 56884 480987 30974 614009 61401 552608 400093 40009 340079 20005 354177 35417 53127 265633 279750 279750 1047903 104790 943113 143952 7198 107964 28790 STAFF DEVELOPMENT TRAIN 239052 23906 167336 47810 POSTAGE/MAIL HANDLING 175798 7032 1758 167008 PRINTING/PUBLICATIONS 85519 5986 21380 58153 RECRUITMENT 54451 22001 32450 89548753 71123601 8199725 10225427 41622982 29698465 115689487 108088923 219944 298115 40660359 13686408 24291509 26973951 661056775 860453827 99868408 96201290 133967 74540 942883072 1121789111 2007894 2066779 89619376 106664017 6295000 5685000 97922270 114415796 X 19702359 24794030 353545943 485018585 471712500 497560700 844960802 1007373315 942883072 1121789111 X 6489756 155922757 X 0 1 1 X 0 X 61102947 82814257 97883978 84044852 72475764 398321798 61102947 82814257 97883978 84044852 72475764 398321798 27908765 370413033 4910850 4657326 3138429 2228026 2711029 17645660 9060952 10604100 10362149 10977079 9638089 50642369 466609827 0.79380 0.80240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE MGMT & SERVICE FEE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 538229834 21956962 121852354 6854727 12253824 662930599 464736257 26383060 64643709 5378491 12154701 538229834 529046652 34976673 -81886762 5687834 11712471 464736258 1.00000 0 0 32227746 6680612 25547134 2336944 1758738 578206 6095669 5247058 848611 26973951 ASSETS IN LIVING TRUSTS 57101184 F UNIVERSITY OF IOWA FACILITIES CORPORATION 1674179 F OTHER, PRIMARILY CSV LIFE INS 5597540 F BENEFICIAL INT PERPETUAL TRUST 11347504 F MANAGED SEPARATE INVESTMENT ACCTS 20480883 F 96201290 96038509 89548753 6489756 155901030 21727 155922757 162412513 252170086 155901030 230547 156131577 96038509 0 96038509 89757573 208820 208820 89548753 0 89548753 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE INVESTMENT OBJECTIVE OF THE ENDOWMENT IS TO SEEK MAXIMUM TOTAL RETURN CONSISTENT WITH THE PRESERVATON OF PRINCIPAL, DIVERSIFICATION AND AVOIDANCE OF EXCESSIVE RISK. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE FOUNDATION AS EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THAT THERE ARE NO INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL OR STATE AUTHORITIES FOR YEARS ENDING BEFORE JUNE 30, 2008 NOR HAS THE FOUNDATION BEEN NOTIFIED OF ANY IMPENDING EXAMINATION AND NO EXAMINATIONS ARE CURRENTLY IN PROCESS. PART XI, LINE 8 - OTHER ADJUSTMENTS: INCOME OF UNIVERSITY OF IOWA FACILITIES CORPORATION 21,727. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCOME OF UNIVERSITY OF IOWA FACILITIES CORPORATION 230,547. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF UNIVERSITY OF IOWA FACILITIES CORPORATION 208,820. X X X X X 1 DIAMOND MARKETING SOLUTIONS 280 MADSEN DR STE 100 BLOOMINGTON IL 60108 MAIL SOLICITATION 0 1844332 188223 1656109 AMERGENT INC 9 CENTENNIAL DRIVE PEABODY MA 01960 MAIL SOLICITATION 0 580773 486394 94379 RUFFALOCODY 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 TELEPHONE SOLICITATION 0 231327 21000 210327 2656432 695617 1960815 AK AL AR AZ CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV 1 STATE UNIVERSITY OF IOWA 4 JESSUP HALL IOWA CITY IA 522421316 426004813 501(C)3 68500530 STUDENT FINL AID, FACULTY SUPPORT, RESEARCH & ACADEMIC PROGRAMS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS (OR TRANSFERS TO THE UNIVERSITY OF IOWA) FROM THE UNIVERSITY OF IOWA FOUNDATION ARE SUBJECT TO UNIVERSITY OF IOWA AND UNIVERSITY OF IOWA FOUNDATION POLICIES AND PROCEDURES. BY SUBMISSION OF AN APPROVED REQUEST FOR TRANSFER OR EXPENDITURE, THE UNIVERSITY OF IOWA DEPARTMENT ACKNOWLEDGES THAT THE EXPENSE COMPLIES WITH DONOR INTENT AS SPECIFIED IN THE DONOR INTENT DOCUMENT SUPPLIED AT THE TIME THE GIFT IS RECEIVED FROM THE DONOR. ALL TRANSFER REQUESTS MUST INCLUDE A WRITTEN DESCRIPTION OF THE NATURE, DATE, PURPOSE AND THE AMOUNT OF THE REIMBURSABLE EXPENSE AND SIGNATURE OF AN AUTHORIZED UNIVERSITY OF IOWA ACCOUNT REPRESENTATIVE. ULTIMATE EXPENDITURE FOR PURPOSE MUST BE MADE THROUGH UNIVERSITY OF IOWA. SUPPORTING DOCUMENTATION MUST BE ATTACHED OR BE AVAILABLE IF REQUESTED BY THE UNIVERSITY OF IOWA FOUNDATION. X X X X X X 0 0 0 0 0 0 0 0 0 LYNETTE L MARSHALL 314503 0 20000 0 405 0 23481 0 15913 0 374302 0 0 0 TIFFANI K SHAW 217207 0 5000 0 180 0 16671 0 22618 0 261676 0 0 0 DAVID DIERKS 147619 0 0 0 2196 0 11517 0 19481 0 180813 0 0 0 DAVID TRIPLETT 154666 0 1000 0 2196 0 11760 0 17236 0 186858 0 0 0 RICHARD WRETMAN 158493 0 1000 0 1368 0 11526 0 4660 0 177047 0 0 0 KEVIN C COLLINS 114775 0 12720 0 154 0 8869 0 19215 0 155733 0 0 0 KEN MASON FAMILY-SALLY MASON, DIRECTOR 72216 SALARY SUPPORT 0 X 234 4573204 AVG OF HIGH & LOW X 7 158001 ACTUARIAL CALCLTN X 4 3915015 APPRAISAL 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS RECEIVED FORM 990, PART I, LINE 10: THE CHANGE IN INVESTMENT INCOME BETWEEN CURRENT YEAR AND PRIOR YEAR IS PRIMARILY DUE TO THE METHODOLOGY USED TO ACCOUNT FOR REALIZED GAINS AND LOSSES IN THE FOUNDATION'S INVESTMENT PORTFOLIO RATHER THAN ACTUAL MARKET RESULTS. THE FOUNDATION PLANS TO IMPLEMENT A CHANGE IN ACCOUNTING FOR REALIZED GAINS AND LOSSES IN FUTURE YEARS WHICH WILL IMPROVE COMPARABILITY. FORM 990, PART VI, SECTION A, LINE 1 THE STATE UNIVERSITY OF IOWA FOUNDATION'S BOARD OF DIRECTORS THROUGH ITS BYLAWS, DELEGATES AUTHORITY TO ACT ON ITS BEHALF TO AN EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS AND EXCERCISES ALL OF THE POWERS OF THE BOARD BETWEEN MEETINGS OF THE BOARD TO THE EXTENT PERMITTED BY LAW. REPORTS OF THE ACTION OF THE EXECUTIVE COMMITTEE ARE SUBMITTED TO THE BOARD AT ITS NEXT MEETING FOLLOWING THE ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR OF THE BOARD AND NOT FEWER THAN THREE OR MORE THAN SIX MEMBERS OF THE BOARD APPOINTED BY THE BOARD AT ITS ANNUAL MEETING, THE EXACT NUMBER TO BE DETERMINED AT THE TIME OF ELECTION. IN ADDITION, THE PRESIDENT OF THE STATE UNIVERSITY OF IOWA IS AN EX OFFICIO MEMBER WITH VOTING POWER. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THREE MEMBERS OF THE BOARD OF DIRECTORS REVIEWED FORM 990 ON A LINE-BY-LINE BASIS BEFORE IT IS FILED WITH THE IRS. ONCE THE REVIEW IS COMPLETE, THE FINAL IS POSTED ON THE BOARD WEB SITE. ALL BOARD MEMBERS ARE THEN NOTIFIED TO ACCESS THE WEB SITE AND REVIEW THE FORM WITHIN A GIVEN PERIOD OF TIME PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE STATE UNIVERSITY OF IOWA FOUNDATION'S (UIF) BOARD OF DIRECTORS, BOARD COMMITTEE MEMBERS, AND OFFICERS (RESPONSIBLE PERSONS) HAVE A DUTY TO CONDUCT ACTIVITIES OF THE UIF WITH THE HIGHEST ETHICAL STANDARDS AND TO MAKE DECISIONS CONCERNING THE UIF SOLELY TO ADVANCE ITS MISSION AND INTERESTS. THIS CONFLICT OF INTEREST POLICY IS TO ASSIST THE BOARD AND RESPONSIBLE PERSONS IN IDENTIFYING SITUATIONS THAT PRESENT POTENTIAL OR ACTUAL CONFLICTS OF INTEREST AND TO SPECIFY PROCEDURES FOR MANAGING THEM. A CONFLICT OF INTEREST MAY ARISE WHEN A RESPONSIBLE PERSON HAS AN EXISTING OR POTENTIAL FINANCIAL INTEREST IN OTHER MATERIAL INTEREST THAT IMPAIRS, OR MIGHT APPEAR TO IMPAIR, HIS OR HER, INDEPENDENCE OR OBJECTIVITY IN THE DISCHARGE OF RESPONSIBILITIES AND DUTIES TO THE STATE UNIVERSITY OF IOWA FOUNDATION. REPORTING PRODECURES: EACH RESPONSIBLE PERSON MUST ANNUALLY COMPLETE AND SUBMIT A STATEMENT SETTING FORTH ANY AND ALL POTENTIAL AND ACTUAL CONFLICTS OF INTEREST THAT ARE ANTICIPATED TO OCCUR IN THE COMING FISCAL YEAR. THE ANNUAL STATEMENT SHALL DISCLOSE, AS FULLY AS POSSIBLE, THE CIRCUMSTANCES OF EACH ACTUAL OR POTENTIAL CONFLICT. THE ANNUAL STATEMENT WILL BE INITIALLY REVIEWED BY THE CHAIR OF THE BOARD. IN ADDITION TO THE ANNUAL DISCLOSURE STATEMENT, UPON BECOMING AWARE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST NOT PREVIOUSLY DISCLOSED, A RESPONSIBLE PERSON MUST PROMPTLY REPORT IN WRITING TO THE CHAIR OF THE BOARD THE PREVIOUSLY UNDISCLOSED CIRCUMSTANCES. THE CHAIR'S ANNUAL STATEMENT AND SUPPLEMENTAL REPORTS, IF ANY, SHALL BE REVIEWED BY THE EXECUTIVE COMMITTEE. DETERMINATION OF CONFLICT: THE EXECUTIVE COMMITTTEE, WITHOUT THE AFFECTED RESPONSIBLE PERSON PRESENT, SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST EXISTS, THE MATERIAL FACTS OF THE RESPONSIBLE PERSON'S CONFLICT OF INTEREST WILL BE DISCLOSED TO THE BOARD OF DIRECTORS. ACTION AND RECUSAL: THE BOARD SHALL DETERMINE WHETHER TO AUTHORIZE, APPROVE OR RATIFY THE ARRANGEMENT/TRANSACTION BASED SOLELY ON WHETHER IT IS IN THE BEST INTEREST OF THE STATE UNIVERSITY OF IOWA FOUNDATION IN PERFORMING ITS MISSION. THE AFFECTED RESPONSIBLE PERSON SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S DELIBERATION OF THE MATTER, AND SHALL NOT VOTE ON SUCH MATTERS. THE AUTHORIZATION, APPROVAL AND/OR RATIFICATION MUST BE ACCOMPLISHED BY AN AFFIRMATIVE VOTE, AS APPLICABLE, OF A MAJORITY OF THE DIRECTORS ON THE BOARD WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE ARRANGEMENT/TRANSACTION. THE AUTHORIZATION, APPROVAL OR RATIFICATION MAY NOT BE MADE BY A SINGLE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL SERVE AS A COMPENSATION COMMITTEE IN FULFILLING THE BOARD'S OVERSIGHT RESPONSIBILITES FOR DETERMINING THE ADEQUACY AND REASONABLENESS OF THE COMPENSATION AND BENEFITS PAID TO THE PRESIDENT AND CEO, THE EXECUTIVE VICE PRESIDENT, COO, CFO AND TREASURER, OTHER BOARD ELECTED OFFICIALS, AND KEY EMPLOYEES (COLLECTIVELY REFERRED TO AS DISQUALIFIED PERSONS). THE EXECUTIVE COMMITTEE SHALL PERFORM THE FOLLOWING RESPONSIBILITIES: 1. ESTABLISH PERFORMANCE CRITERIA AND EVALUATE THE PERFORMANCE OF THE PRESIDENT AND CEO, SET THE TERMS OF EMPLOYMENT, AND ESTABLISH HIS OR HER TOTAL COMPENSATION ARRANGEMENT. 2. IDENTIFY, WITH THE ASSISTANCE OF THE PRESIDENT AND CEO, THE FOUNDATION'S OTHER DISQUALIFIED PERSONS. 3. REVIEW AND APPROVE RECOMMENDATIONS OF THE PRESIDENT AND CEO OF THE TERMS OF EMPLOYMENT AND TOTAL COMPENSATION OF ALL DISQUALIFIED PERSONS (OTHER THAN PRESIDENT AND CEO). SPECIFICALLY, THE EXECUTIVE COMMITTEE SHALL REVIEW AND APPROVE SALARY RANGES AND BENEFIT PLANS RECOMMENDED BY THE PRESIDENT AND CEO. THE PRESIDENT AND CEO IS EMPOWERED TO SET COMPENSATION WITHIN THE SALARY RANGES, BENEFIT PLANS, AND ANY OTHER FISCAL CONSTRAINTS. THE EXECUTIVE COMMITTEE SHALL REGULARLY OBTAIN, REVIEW, AND CONSIDER RELEVANT COMPARATIVE DATA OF COMPENSATION AND BENEFIT LEVELS PAID/PROVIDED BY SIMILARLY SITUATED ORGANIZATIONS (WHETHER TAX-EXEMPT OR TAXABLE) FOR FUNCTIONALLY COMPARABLE POSITIONS, AS SUCH DATA MAY BE AVAILABLE FROM COMPENSATION SURVEYS CONDUCTED BY NATIONALLY RECOGNIZED INDEPENDENT FIRMS AND/OR OTHER RELIABLE SOURCES. THE EXECUTIVE COMMITTEE MAY ALSO CONSIDER OTHER APPROPRIATE FACTORS IN ESTABLISHING THE REASONABLENESS OF COMPENSATION INCLUDING: THE FOUNDATIONS LOCATION; AVAILABILITY OF PERSONS WITH SIMILAR BACKGROUNDS, TRAINING, SKILLS, AND EXPERIENCE; AND WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF A DISQUALIFIED PERSON. THE STATE UNIVERSITY OF IOWA FOUNDATION PERFORMED THE COMPENSATION REVIEW FOR ALL OFFICERS AND THE FIVE HIGHEST PAID EMPLOYEES IN 2010. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST; INSTRUCTIONS FOR DOING SO ARE INCLUDED ON THE FOUNDATION'S WEB SITE (WWW.UIFOUNDATION.ORG). THE ORGANIZATION'S FINANCIAL STATEMENTS APPEAR ON THE WEB SITE AND ARE PUBLISHED EACH YEAR IN OUR ANNUAL REPORT. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 155,901,030. INCOME OF UNIVERSITY OF IOWA FACILITIES CORPORATION 21,727. TOTAL TO FORM 990, PART XI, LINE 5: 155,922,757. UNIVERSITY OF IOWA FACILITIES CORPORATION ONE WEST PARK ROAD IOWA CITY IA 52242 420931777 PROPERTY ACQUISITION IA 501(C)3 11A N/A 1 STANLEY-UNIVERSITY OF IOWA SUPPORT ORGANIZATION ONE WEST PARK ROAD IOWA CITY IA 52242 421129040 SUPPORT ORGANIZATION IA 501(C)3 11A N/A 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 STANLEY-UNIVERSITY OF IOWA SUPPORT ORGANIZATION C 335000 BOARD APPROVAL STANLEY-UNIVERSITY OF IOWA SUPPORT ORGANIZATION P 62354 INVESTMENT MGMT FEE