THE UNIVERSITY OF RHODE ISLAND FOUNDATION & ALUMNI ENGAGEMENT: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE UNIVERSITY OF RHODE ISLAND FOUNDATION & ALUMNI ENGAGEMENT (EIN 05-6014351)
- Tax period
- 2010-04-01 to 2011-03-31
- Filed
- 2011-11-08
- IRS object ID
- 201113129349301811
- Schema version
- 2010v3.4
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-08T11:54:46-06:00 | Timestamp |
| Tax Period End Date | 2011-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 056014351 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF RHODE ISLAND FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4018744490 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 UPPER COLLEGE ROAD | AddressLine1 |
| City | KINGSTON | City |
| State | RI | State |
| ZIP Code | 02881 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MERELISE A HITTE | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 4018744490 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH A HOPKINS | Name |
| Phone | 4012742001 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MERELISE A HITTE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 UPPER COLLEGE ROAD | AddressLine1 |
| City | KINGSTON | City |
| State | RI | State |
| ZIP Code | 02881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 36184038 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.URIFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | LEAD URI'S FUNDRAISING AND DEVELOPMENT INITIATIVES, GENERATE SUPPORT FROM PRIVATE SOURCES THAT MEET THE STRATEGIC AND OPERATING NEEDS OF URI AND MANAGE THE FOUNDATION'S ASSETS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 147 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 147 | NbrIndependentVotingMembers |
| Total Nbr Employees | 36 | TotalNbrEmployees |
| Total Nbr Volunteers | 144 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 20872011 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13777220 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2937889 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2978418 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1800980 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1365522 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -54244 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25556636 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18121160 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10517654 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9671894 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3512681 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3555299 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 2052 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3482858 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2024420 | OtherExpensePriorYear |
| Other Expenses Current Year | 1927310 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16056807 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15154503 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9499829 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2966657 | RevenuesLessExpensesCY |
| Total Assets BOY | 118007312 | TotalAssetsBOY |
| Total Assets EOY | 132053341 | TotalAssetsEOY |
| Total Liabilities BOY | 1174523 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1108236 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 116832789 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 130945105 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | LEAD URI'S FUNDRAISING AND DEVELOPMENT INITIATIVES, GENERATE SUPPORT FROM PRIVATE SOURCES THAT MEET THE STRATEGIC AND OPERATING NEEDS OF URI AND MANAGE THE FOUNDATION'S ASSETS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1623149 | Expense |
| Revenue | 495830 | Revenue |
| Description | SCHOLARSHIP PROGRAMS - CONTRIBUTIONS ARE RECEIVED BY THE FOUNDATION AND REPORTED TO THE UNIVERSITY OF RHODE ISLAND ENROLLMENT SERVICES AREA. THEY IN TURN AWARD THE SCHOLARSHIPS AND THEN LET THE FOUNDATION KNOW TO TRANSFER THE FUNDS TO THE UNIVERSITY (500 STUDENTS). | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1414064 | Expense |
| Revenue | 431960 | Revenue |
| Description | EDUCATIONAL DELIVERY, GENERAL OTHER - PRIVATE SUPPORT FOR AN ATHLETIC COMPLEX, BIOTECH CENTER, AND A PHARMACY BUILDING, IS MANAGED BY THE FOUNDATION AND TRANSFERRED TO THE UNIVERSITY AS PAYMENTS BECOME DUE. THIS IS ALSO FOR THE PURCHASE OF COMPUTER EQUIPMENT FOR OFFICES CAMPUS-WIDE AND INCLUDES ADDITIONS TO EXISTING BUILDING. (3-BUILDINGS) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1860739 | Expense |
| Revenue | 568408 | Revenue |
| Description | EDUCATIONAL PROGRAMS, GENERAL OTHER - THE FOUNDATION ADMINISTERS DONATIONS FOR OUTREACH EVENTS SUCH AS MUSIC PERFORMANCES AND LECTURES TO INVOLVE THE RHODE ISLAND COMMUNITY IN THE LIFE OF THE UNIVERSITY OF RHODE ISLAND (25 EVENTS). | Description |
Activity Other ActivityOther (7 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 2188831 | 668631 | EDUCATIONAL DELIVERY, GENERAL OTHER - CONTRIBUTIONS ARE RECEIVED BY THE FOUNDATION AND TRANSFERRED AS NEEDED FOR ACADEMIC PROGRAMS ACROSS THE CAMPUS. MOST DEPARTMENTS ON CAMPUS RECEIVE SOME ACADEMIC SUPPORT. THE MAJORITY OF THE DOLLARS GO TO THE COLLEGE OF ENGINEERING. |
| 731966 | 223597 | SCIENCE & TECHNOLOGY RESEARCH, GENERAL OTHER - SUPPORT OF RESEARCH BY PROFESSORS AT THE UNIVERSITY OF RHODE ISLAND FROM DONORS SUCH AS CORPORATIONS AND OTHER FOUNDATIONS. AS THE MONEY IS SPENT FOR RESEARCH THE FOUNDATION TRANSFERS IT TO THE UNIVERSITY. MOST OF THE FUNDING IS FOR RESEARCH IN THE GRADUATE SCHOOL OF OCEANOGRAPHY AND THE COLLEGE OF ENGINEERING. (40 RESEARCHERS) |
| 80020 | 24444 | EDUCATIONAL DELIVERY - FACULTY CHAIRS FOR THE COLLEGES OF PHARMACY, ENGINEERING AND BUSINESS. SUPPORT INCLUDES SALARY AND FUNDS FOR RESEARCH. (5 FACULTY CHAIRS). |
| 113083 | 34544 | LIBRARY PROGRAMS - THE UNIVERSITY LIBRARY USES THESE FUNDS TO PURCHASE ADDITIONAL ON-LINE SERVICES, EQUIPMENT AND BOOKS. |
| 173369 | 52960 | EDUCATION, GENERAL OTHER - SUPPORT OF EVENTS TO HONOR MAJOR DONORS AND OTHER ADVANCEMENT TYPE PROJECTS AND EVENTS. ALSO PERMITS ATTENDANCE BY TOP ADMINISTRATORS AT SIGNIFICANT EVENTS. (20 EVENTS). |
| 78251 | 23904 | BOAT PROGRAM - EXPENSES FROM THE FOUNDATION'S BOAT PROGRAM INCLUDES THE ACCEPTANCE OF BOATS FOR THE MARINE-RELATED PROGRAMS AND THE SALE OF THESE BOATS IF THEY ARE NOT WANTED FOR USE BY THE UNIVERSITY. PROCEEDS FROM THE SALES LEND SUPPORT TO DEPARTMENTS INVOLVED IN MARINE ACTIVITIES (4 DEPARTMENTS). |
| 1486673 | 454140 | EDUCATION, GENERAL OTHER - TRANSFER OF FUNDS TO THE UNIVERSITY ALUMNI ASSOCIATION FOR THEIR SCHOLARSHIP AND OTHER PROGRAMS AND ALSO TRANSFER OF ANY OPERATIONAL FUNDS FOR ATHLETICS RECEIVED AS GIFTS BY NCAA REQUIREMENTS (1 ORGANIZATION). |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4852193 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1482220 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9750145 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 1 | 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 | 0 | 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 | 0 | 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 | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | 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 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 36 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| 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 | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 50 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 147 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 147 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | 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 | RI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERELISE A HITTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4018744490 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 UPPER COLLEGE ROAD | AddressLine1 |
| City | KINGSTON | City |
| State | RI | State |
| ZIP Code | 02881 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (156 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Institutional TrusteeInstitutionalTrustee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| GEORGE GRABOYS | ||||||||
| EXEC BOARD CHAIR | 8.00 | X | X | 0 | 0 | 0 | ||
| THOMAS J SILVIA | ||||||||
| EXEC BOARD VICE CHAIR | 4.00 | X | X | 0 | 0 | 0 | ||
| JOHN S STRUCK | ||||||||
| EXEC BOARD VICE CHAIR | 4.00 | X | X | 0 | 0 | 0 | ||
| PETER J MINIATI III | ||||||||
| EXEC BOARD TREASURER | 4.00 | X | X | 0 | 0 | 0 | ||
| DR FRANCES M ALEXAKOS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LINDA A ANDERSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GERALDINE M BARBER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| VICTOR J BAXT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BANICE CARL BAZAR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRUCE ALAN BEAUCHAMP | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD E BEAUPRE | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| GEORGE J BEDARD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BRADFORD REED BOSS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROSWELL S BOSWORTH JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EDWARD W BOUCLIN JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GARY J BOWEN | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| LAUREL L BOWERMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN J BROUGH JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GUSTIN L BUONAIUTO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN CAMPANELLA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SCOTT A CAMPBELL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FRANK CAPRIO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR ALBERT CARLOTTI JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARY F CARMODY | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| FRANK N CARUSO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS M CATALDO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SHANNON E CHANDLEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RAYMOND CHRISTOPHER JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EDMUND CIANCIARULO JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT L CONSIDINE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARGO COOK | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| DR WM CROASDALE III | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RONALD A CRUFF | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LAURA H CUNNINGHAM | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| STEPHEN M CUNNINGHAM | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RONALD D DENELLE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARIE C DIBIASIO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LAURA H DISANO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DENNIS J DUFFY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KATHLEEN Y DUFFY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR HEIDI K DUFFY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARY S EDDY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS V FALCIGLIA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL D FASCITELLI | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| J TERENCE FEELEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALAN SHAWN FEINSTEIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR WILLIAM R FERRANTE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH G FORMICOLA JR | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| JAMES C FORTE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PAUL M FRADIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RAYMOND P FREITAS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELIA GERMANI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KATHLEEN C GOULDING | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARY A GRAY | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| WILLIAM R GUGLIETTA | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MAUREEN E GURGHIGIAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GEORGE HADFIELD III | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| AUDREY B HALLBERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR SUSAN L HAMMEN-WINN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD J HARRINGTON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALAN G HASSENFELD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MANOOG T HEDITSIAN | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| MARY D HIGGINS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT J HIGGINS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANN S HITCHEN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR JAMES E HITCHEN JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH D HOLMES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDREA M HOPKINS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 108485 | 23421 | |||
| JAMES A HOPKINS | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| RUSSELL D IDE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CAROLINE TENNANT KAULL | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| DONALD N KAULL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EVELYN SIEFERT KENNEDY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH N KERMES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CAROLYN F KIESS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH J KIRBY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH E KNOX | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PETER F KOHLSAAT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN C LANDES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID B LEA JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES W LESLIE | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| THOMAS J LIGUORI JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| NANCY A LUNDGREN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR RAYMOND LUNDGREN JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ARMANDO F LUSI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR MARY P LYONS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LEO MAINELLI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARK H MAINELLI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL N MATONE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SANDY S MCCREIGHT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EARLE L MESSERE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT S MESSINGER JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANNA CANO MORALES | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| FRANK P MORMANDO JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES E MORRIS JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FRANCESCO P MORSILLI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BLANCHE R MURRAY | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| HENRY J NARDONE SR | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| NATHANIEL NAZARETH JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| NATHANIEL NAZARETH SR | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| WARREN A NEGRI JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GLENN S PALMER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN J PALUMBO JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN PARKER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| LOUISE R PEARSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL PENDERGAST JR | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| CONSTANTINOS PERDIKAKIS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT J PETISI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN W PICKUP | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR NANCY A POTTER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| H DOUGLAS RANDALL III | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| B MICHAEL RAUH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR MARY S RAVIN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| H MILTON READ JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JAMES H READYHOUGH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EDGAR ALLAN REED | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD D RENDINE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ERIC D ROITER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN A ROMANO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANTHONY J ROSE JR | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR DOUGLAS M ROSIE | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARK A ROSS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| EDMUND S RUMOWICZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MADELYN G RUMOWICZ | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT S RUSSELL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS M RYAN | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| VINCENT A SARNI | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| PHILLIP J SAULNIER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DR CYNTHIA D SCULCO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JANE W SKOGLEY | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD A SODERBERG | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES S SOLOVEITZIK | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANN M SPRUILL | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JANE M STICH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| TIMOTHY J SULLIVAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANNA M TUCKER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARY L VALES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MANUEL J VALES IV | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH N WALLER | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALAN H WASSERMAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID S WATSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT A WEYGAND | ||||||||
| TRUSTEE | 1.00 | X | 0 | 200605 | 68507 | |||
| CHARLES WHARTON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KURT R WICKS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID R WILKES | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARY ELLEN WILSON | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALAN G ZARTARIAN | ||||||||
| EXECUTIVE BOARD | 2.00 | X | 0 | 0 | 0 | |||
| DR DAVID DOOLEY | ||||||||
| TRUSTEE - URI PRESIDENT | 1.00 | 0 | 316800 | 62658 | X | |||
| DONALD P SULLIVAN | ||||||||
| URI ALUMNI ASSN TRUSTEE | 1.00 | 0 | 0 | 0 | X | |||
| GLEN R KERKIAN | ||||||||
| PRESIDENT | 40.00 | X | 185398 | 0 | 36030 | |||
| RUTH JARRETT | ||||||||
| CFO/SECRETARY | 40.00 | X | 112624 | 0 | 10396 | |||
| DONNA JEAN RAINVILLE | ||||||||
| DIRECTOR OF PLANNED GIFTS | 40.00 | 115670 | 0 | 26870 | X | |||
| LAURIE ONANIAN | ||||||||
| DIR. OF DEVELOPMENT ADMIN | 40.00 | 123552 | 0 | 18130 | X | |||
| EUGENE LYMAN | ||||||||
| ASST. DEAN FOR DEV GSO | 40.00 | 134399 | 0 | 12356 | X | |||
| KEVIN MCGINNISS | ||||||||
| DIRECTOR OF ATHLETIC GIFTS | 40.00 | 111937 | 0 | 29023 | X | |||
| MICHAEL BRITT | ||||||||
| DIR. OF CORP. & FDN GIFTS | 40.00 | 105105 | 0 | 27684 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 888685 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 625890 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 315075 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUMMER STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021102112 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT ADVISOR | DescriptionOfServices |
| Compensation | 116000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 13777220 | AllOtherContributions |
| Noncash Contributions | 3591573 | NoncashContributions |
| Total Contributions | 13777220 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICES FOR URI | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 2978418 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2978418 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2978418 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1848146 | TotalRevenueColumn |
| Exclusion | $1,848,146 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17301438 | Securities |
| Other | 278816 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17632658 | Securities |
| Other | 430220 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -331220 | Securities |
| Other | -151404 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -482624 | TotalRevenueColumn |
| Exclusion | -$482,624 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18121160 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2978418 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,365,522 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9671894 | Total |
| Program Services | 9671894 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1087330 | Total |
| Management And General | 318121 | ManagementAndGeneral |
| Fundraising | 769209 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1676961 | Total |
| Management And General | 177901 | ManagementAndGeneral |
| Fundraising | 1499060 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152994 | Total |
| Management And General | 27371 | ManagementAndGeneral |
| Fundraising | 125623 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329909 | Total |
| Management And General | 29661 | ManagementAndGeneral |
| Fundraising | 300248 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 308105 | Total |
| Management And General | 126271 | ManagementAndGeneral |
| Fundraising | 181834 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8301 | Total |
| Management And General | 2896 | ManagementAndGeneral |
| Fundraising | 5405 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42000 | Total |
| Management And General | 29362 | ManagementAndGeneral |
| Fundraising | 12638 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628496 | Total |
| Management And General | 628496 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71764 | Total |
| Program Services | 22813 | ProgramServices |
| Management And General | 34223 | ManagementAndGeneral |
| Fundraising | 14728 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28462 | Total |
| Program Services | 7105 | ProgramServices |
| Management And General | 2765 | ManagementAndGeneral |
| Fundraising | 18592 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289140 | Total |
| Program Services | 2753 | ProgramServices |
| Management And General | 46749 | ManagementAndGeneral |
| Fundraising | 239638 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64569 | Total |
| Program Services | 4977 | ProgramServices |
| Management And General | 12104 | ManagementAndGeneral |
| Fundraising | 47488 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164093 | Total |
| Program Services | 533 | ProgramServices |
| Management And General | 12091 | ManagementAndGeneral |
| Fundraising | 151469 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30897 | Total |
| Program Services | 1291 | ProgramServices |
| Management And General | 4999 | ManagementAndGeneral |
| Fundraising | 24607 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81309 | Total |
| Management And General | 81309 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52525 | Total |
| Program Services | 9470 | ProgramServices |
| Management And General | 30100 | ManagementAndGeneral |
| Fundraising | 12955 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| UNCOLLECTIBLE PLEDGES | 340981 | 340981 | ||
| TEMPORARY & STUDENT HEL | 71368 | 9305 | 11258 | 50805 |
| DUES & SUBSCRIPTIONS | 26968 | 759 | 748 | 25461 |
| BOAT EXPENSES | 17303 | 17303 | ||
| CONTRIBUTIONS AND AWARD | 9134 | 6036 | 3098 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15154503 | Total |
| Program Services | 9750145 | ProgramServices |
| Management And General | 1921500 | ManagementAndGeneral |
| Fundraising | 3482858 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6057603 | BOY |
| EOY | 5923764 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11918822 | BOY |
| EOY | 4691711 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 446815 | BOY |
| EOY | 337867 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62128 | BOY |
| EOY | 32038 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 113674 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2539920 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 711147 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1909174 | BOY |
| EOY | 1828773 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96640789 | BOY |
| EOY | 118061484 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 971981 | BOY |
| EOY | 1064030 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118007312 | BOY |
| EOY | 132053341 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282130 | BOY |
| EOY | 228762 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 883293 | BOY |
| EOY | 869374 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9100 | BOY |
| EOY | 10100 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1174523 | BOY |
| EOY | 1108236 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7279689 | BOY |
| EOY | 6555478 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33639569 | BOY |
| EOY | 45066506 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75913531 | BOY |
| EOY | 79323121 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116832789 | BOY |
| EOY | 130945105 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118007312 | BOY |
| EOY | 132053341 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2966657 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11145659 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 14283319 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14033463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15370196 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20876003 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13777220 | CurrentTaxYear |
| Total | 78340201 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14283319 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14033463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15370196 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20876003 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13777220 | CurrentTaxYear |
| Total | 78340201 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3010063 | AmountsSubstContributorsTotal |
| Public Support Total170 | 75330138 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2919729 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2868562 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2444048 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1800980 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1848146 | CurrentTaxYear |
| Total | 11881465 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 11638 | CurrentTaxYearMinus1Year |
| Total | 11638 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 90233304 | TotalSupport |
| Gross Receipts From Admissions Etc | 11929021 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.83480 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84710 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 91010629 | BeginningOfYearBalance |
| Contributions | 4166380 | Contributions |
| Investment Earnings Or Losses | 11786725 | InvestmentEarningsOrLosses |
| Administrative Expenses | 272955 | AdministrativeExpenses |
| End Of Year Balance | 106690779 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 80165230 | BeginningOfYearBalance |
| Contributions | 7284203 | Contributions |
| Investment Earnings Or Losses | 3807900 | InvestmentEarningsOrLosses |
| Administrative Expenses | 246704 | AdministrativeExpenses |
| End Of Year Balance | 91010629 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 81505346 | BeginningOfYearBalance |
| Contributions | 2990307 | Contributions |
| Investment Earnings Or Losses | -4888986 | InvestmentEarningsOrLosses |
| Administrative Expenses | 76683 | AdministrativeExpenses |
| End Of Year Balance | 79529984 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01930 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.74350 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.23720 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2288562 | OtherCostOrOtherBasis |
| Depreciation | 525293 | Depreciation |
| Book Value | 1763269 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 251358 | OtherCostOrOtherBasis |
| Depreciation | 185854 | Depreciation |
| Book Value | 65504 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1828773 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOAT DEPOSITS | Description |
| Amount | $10,100 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10100 | TotalOfAmounts |
| Total Revenue | 18121160 | TotalRevenue |
| Total Expenses | 15154503 | TotalExpenses |
| Excess Or Deficit For Year | 2966657 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 11145659 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 11145659 | TotalAdjustments |
| Excess Or Deficit Per FS | 14112316 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29266819 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11145659 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 11145659 | RevenueNotRptdF990 |
| Revenue Subtotal | 18121160 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18121160 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15154503 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15154503 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15154503 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION HOLDS PERMANENT ENDOWMENTS IN PERPETUITY, INVESTING THE PRINCIPAL AND USING A PORTION OF THE ANNUAL INVESTMENT RETURN TO SUPPORT THE PURPOSE DESIGNATED BY THE DONOR. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION, ORGANIZED UNDER THE LAWS OF THE STATE OF RHODE ISLAND, IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH THEIR TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVEL. AUTHORITATIVE GUIDANCE REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING AN ORGANIZATIONS' TAX RETURN(S) TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE LIKELY THAN NOT" TO BE SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE "MORE LIKELY THAN NOT" THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE IN THE CURRENT YEAR. THE FOUNDATION ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE INFORMATIONAL TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES AND THE FORM 990 FOR THE FISCAL YEARS 2008, 2009 AND 2010 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THE THREE YEARS AFTER THEY WERE FILED. THE FOUNDATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | GRANT TO RECIPIENT LOCATED IN REGION | TypeOfActivitiesConducted |
| Total Expenditures | 23000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 23000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 23000 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Purpose Of Grant | THE PEW FOUNDATION MONITORS THE EXPENDITURES. THE UNIVERSITY OF RHODE ISLAND FOUNDATION ONLY ACTS AS FISCAL AGENT TO RECEIVE AND DISBURSE THE FUNDS. | PurposeOfGrant |
| Amount Of Cash Grant | 23000 | AmountOfCashGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | SCHEDULE F, PART I, LINE 2: UNIVERSITY OF RHODE ISLAND FOUNDATION ACTS AS FISCAL AGENT FOR THE PEW FOUNDATION WHICH AWARDED A GRANT OF $23,000 TO A RECIPIENT IN FRANCE. THE RECIPIENT IS WORKING WITH SOMEONE AT THE UNIVERSITY OF RHODE ISLAND. THE PEW FOUNDATION MONITORS THE EXPENDITURES. |
| METHOD USED TO ACCCOUNT FOR EXPENDITURES: | SCHEDULE F, PART I, LINE 3: THE PEW FOUNDATION MONITORS THE EXPENDITURES. THE UNIVERSITY OF RHODE ISLAND FOUNDATION ONLY ACTS AS FISCAL AGENT TO RECEIVE AND DISBURSE THE FUNDS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (2 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 RHODE ISLAND | |||||||
| GREEN HALL | KINGSTON | RI | 02881 | 056000522 | 501(C)(3) | 8842723 | GENERAL SUPPORT |
| UNIVERSITY OF RHODE ISLAND ALUMNI ASSOCIATION | |||||||
| 73 UPPER COLLEGE ROAD | KINGSTON | RI | 028812023 | 056015936 | 501(C)(3) | 829171 | TO SERVE THE ALUMNI OF THE UNIVERSITY OF RHODE ISLAND & PROMOTE THE INTEREST OF THE UNIVERSITY BY PROVIDING OPPORTUNITIES FOR THE PROFESSIONAL, SOCIAL AND INTELLECTUAL GROWTH OF ITS MEMBERS AND STRENGTHENING THEIR ATTACHMENT TO AND FINANCIAL SUPPORT TO THEIR ALMA MATER. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT A WEYGAND | |||||||||||||
| 0 | 200605 | 0 | 0 | 0 | 0 | 0 | 54948 | 0 | 13559 | 0 | 269112 | 0 | 0 |
| GLEN R KERKIAN | |||||||||||||
| 185398 | 0 | 0 | 0 | 0 | 0 | 16686 | 0 | 19344 | 0 | 221428 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 33 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 276175 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV OF THE BOAT | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 36 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3245853 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK EXCHANGE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 33 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CURRENTLY ON THE BOARD THE FOLLOWING RELATIONSHIPS EXIST. MRS. LAURA H. CUNNINGHAM AND MR. STEPHEN M. CUNNINGHAM, MRS. KATHLEEN YANITY DUFFY AND MR. DENNIS J. DUFFY, MRS. MARY DANIELIAN HIGGINS AND MR. ROBERT JOSEPH HIGGINS, MRS. ANN STEPHENSON HITCHEN AND DR. JAMES E. HITCHEN, JR., MRS. CAROLINE TENNANT KAULL AND MR. DONALD N. KAULL, MRS. NANCY ALMY LUNDGREN AND DR. RAYMOND G. LUNDGREN, JR, AND MRS. MARY L VALES AND MR. MANUAL J. VALES, IV ARE ALL MARRIED COUPLES. MRS. MADELYN GEISSER RUMOWICZ AND MR. EDMUND STANLEY RUMOWICZ ARE A DIVORCED COUPLE, AND MR. NATHANIEL J. NAZARETH JR., AND MR. NATHANIEL J. NAZARETH SR., ARE FATHER AND SON. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY MANAGEMENT. REVISIONS, CORRECTIONS, ETC. ARE MADE AS NECESSARY. ONCE ALL ARE SATISFIED WITH THE FORM, IT IS FINALIZED AND A COPY IS SENT TO ALL BOARD MEMBERS. THE BOARD WILL REVIEW THE 990 AND VOTE THEIR APPROVAL. | |
| EACH YEAR THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS. THE CFO MONITORS THE RESPONSES AND IS RESPONSIBLE FOR GETTING A RESPONSE FROM EACH BOARD MEMBER. IF A CONFLICT IS NOTED, THE BOARD CHAIR IS INFORMED AND HE PURSUES THE ISSUE. | FORM 990, PART VI, SECTION B, LINE 12 | |
| ANNUALLY THE BOARD CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE PRESIDENT. THE REVIEW ALSO ESTABLISHES THE INDIVIDUAL'S COMPENSATION FOR THE FOLLOWING YEAR. THIS PROCESS INVOLVES THE EVALUATION OF THE INDIVIDUAL AND A REVIEW OF COMPENSATION OF COMPARABLE POSITIONS OBTAINED FROM THE FORM 990 OF SIMILAR ORGANIZATIONS. THE BOARD'S DELIBERATION AND DECISION IS NOTED IN THE MINUTES OF THE MEETINGS. THE PRESIDENT ESTABLISHES THE COMPENSATION OF THE SENIOR MANAGEMENT TEAM AND REVIEWS THE PERFORMANCE EVALUATIONS AND RECOMMENDS COMPENSATION WITH THE BOARD. THE EVALUATIONS AND COMPENSATION ARE DISCUSSED BY THE BOARD ALTHOUGH NO VOTE OF APPROVAL OF THE PRESIDENT'S DECISION IS REQUIRED. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION WILL MAIL COPIES UPON REQUEST OR PROVIDE COPIES TO THOSE WHO COME TO THE ADMINISTRATIVE OFFICE DURING NORMAL BUSINESS HOURS. THE ORGANIZATION CHARGES FOR THE COPIES IN ACCORDANCE WITH IRS REGULATIONS. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 11,145,659. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF RHODE ISLAND | |||||||||
| GREEN HALL | KINGSTON | RI | 02881 | 056000522 | EDUCATIONAL FACILITY | RI | GOVERNMENT | 0 | |
| UNIVERSITY OF RHODE ISLAND ALUMNI ASSOCIATION | |||||||||
| 73 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | 056015936 | SUPPORT OF EDUCATIONAL FACILITY | RI | 501(C)(3) | 0 | LINE 5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | 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 | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | 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 (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| UNIVERSITY OF RHODE ISLAND | |
| B | 8185222 |
| UNIVERSITY OF RHODE ISLAND | |
| J | 42279 |
| UNIVERSITY OF RHODE ISLAND | |
| K | 2978418 |
| UNIVERSITY OF RHODE ISLAND ALUMNI ASSOCIATION | |
| B | 1486673 |