UNIVERSITY OF MARYLAND FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARYLAND FOUNDATION INC (EIN 52-1125663)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202631349349308193
- Schema version
- 2024v5.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:31:19-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 Greensboro Drive Suite 800 | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521125663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MARYLAND FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3014458040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 Metzerott Rd | AddressLine1Txt |
| City | Adelphi | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20783 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tom Gilbert | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3014451922 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Todd Teresco | PreparerPersonNm |
| PTIN | P00247720 | PTIN |
| Phone | 5185278982 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University System of Maryland Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Tom Gilbert | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 Metzerott Rd | AddressLine1Txt |
| City | Adelphi | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $75,588,439 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.usmf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | The University System of Maryland Foundation supports public higher education in Maryland through philanthropy, asset management, and stewardship. | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $9,000,386 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $7,852,198 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $44,825,491 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,524,382 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $650,968 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $904,377 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,121,349 | PYInvestmentIncomeAmt |
| CY Investment Income | $48,401,244 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,470,562 | PYOtherRevenueAmt |
| CY Other Revenue | $6,710,444 | CYOtherRevenueAmt |
| PY Total Revenue | $77,068,370 | PYTotalRevenueAmt |
| CY Total Revenue | $75,540,447 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,726,277 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,121,008 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,995,008 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,335,766 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,509,672 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,398,050 | PYOtherExpensesAmt |
| CY Other Expenses | $15,501,256 | CYOtherExpensesAmt |
| PY Total Expenses | $43,119,335 | PYTotalExpensesAmt |
| CY Total Expenses | $43,958,030 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,949,035 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $31,582,417 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,414,480,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,569,545,617 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,846,712,094 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,977,070,155 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $567,768,264 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $592,475,462 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The University System of Maryland Foundation, Inc promotes, galvanizes and supports the advancement of public higher education in Maryland through leadership and engagement in philanthropy, asset management, and stewardship. The Foundation supports the University System of Maryland's (USM) ability to broaden access to high-quality higher education, meet the workforce needs of the state and the nation, and conduct research that expands the boundaries of knowledge. The USM Foundation provides campaign and strategic fundraising leadership support and professional development opportunities to our institutions, centers, and their affiliated foundations. The Foundation's $2.09 billion in managed assets support student scholarships, endowed faculty chairs, university research, and academic programs. Along with asset management, the Foundation administers grants, gifts and payroll services. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,612,816 | ExpenseAmt |
| Grant | $21,121,008 | GrantAmt |
| Revenue | $6,961,485 | RevenueAmt |
| Desc | Higher Education: Support the academic programs of the University System of Maryland institutions through payments for salaries and benefits, equipment, scholarships, conferences, workshops, services, academic memberships, research activities and other expenses | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $479,011 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $621,447 | RevenueAmt |
| Desc | Educational Programs: Maintain the Wye Black Angus Herd used for research by the University of Maryland-College Park School of Agriculture | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $28,091,827 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 317 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tom Gilbert | PersonNm |
| Phone | 3014452720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 Metzerott Rd | AddressLine1Txt |
| City | Adelphi | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20783 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Sharcus Steen | |||||||||
| CIO | 40 | 0 | Yes (X) | $1,433,854 | $0 | $45,860 | |||
| Chris Ingram | |||||||||
| Senior Sustainability & Public Markets Analyst | 40 | 0 | $448,798 | $0 | $43,462 | Yes (X) | |||
| Charlie Sexton | |||||||||
| Senior Investment Analyst | 40 | 0 | $451,694 | $0 | $34,903 | Yes (X) | |||
| Tom Gilbert | |||||||||
| Chief Financial Officer/COO | 40 | 0 | $438,112 | $0 | $46,345 | Yes (X) | |||
| Leonard R Raley | |||||||||
| Chief Executive Officer | 40 | 0 | $421,486 | $0 | $49,890 | Yes (X) | |||
| Michal Pramik | |||||||||
| Director of Private Markets | 40 | 0 | $356,768 | $0 | $28,400 | Yes (X) | |||
| Roy Hossler | |||||||||
| Director of Business Operations | 40 | 0 | $214,087 | $0 | $33,687 | Yes (X) | |||
| Nebiyu Teshome | |||||||||
| Director of Accounting | 40 | 0 | $191,705 | $0 | $19,109 | Yes (X) | |||
| Rebecca Salsbury | |||||||||
| General Counsel | 40 | 0 | $137,784 | $0 | $20,557 | Yes (X) | |||
| Ralph Partlow | |||||||||
| General Counsel - Retiring | 40 | 0 | $133,716 | $0 | $16,142 | Yes (X) | |||
| Gregory S Abel | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Sandra Adams | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Joe N Ballard | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Anirban Basu | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Hugh Breslin | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Hope Brown | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Alan Cason | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Sara Fernandez Cendon | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Christine Chandler | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Gail Elmore | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Christopher Evans | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Eric Francis | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Barry Garber | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Brian Gibbons | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Linda Gooden | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Barry Gossett | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Arthur Greenberg | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Michael Guirgus | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Lisa Kidd Hunt | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Frank Islam | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Harry Johnson | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Robert Owen Johnson | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Linda Ellen Jones | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Mark Levine | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Ed McDonald | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Brian Meenaghan | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Ruchi Mehta | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Patricia D Murray-Newby | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| J Mitchell Neitzey | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Brian Nelson | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Craig Norhtrop | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Sang Oh | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Alicia Ritchie | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Lonnie Robbins | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Donald Scheeler | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Steven Sibel | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Stuart Silberg | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Kimberly Stokes | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Jose Antonio Tijerino | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Stacey Ullrich | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| David Vahos | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Alexandra von Paris | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Crystal Watkins-Johansson | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| David Young | |||||||||
| Director | 0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,228,004 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $338,355 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Rock Creek | ||||||||||
| 1133 Connecticut Avenue NW | Suite 810 | Washington | DC | 20036 | Investment Manager | $5,184,751 | ||||
| TCI | ||||||||||
| Investment Manager | $4,620,456 | Custom House Plaza Block 6 | Dublin | Ireland | EI | |||||
| Chatham Asset | ||||||||||
| 100 Huntington Ave | Boston | MA | 02116 | Investment Manager | $3,793,673 | |||||
| Blue Owl | ||||||||||
| 399 Park Ave | 38th Floor | New York | NY | 10022 | Investment Manager | $2,000,020 | ||||
| Hamilton Lane | ||||||||||
| 110 Washingotn Street | Suite 1300 | Conshohocken | PA | 19428 | Investment Advisor | $1,986,428 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 72 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $2,164,034 | MembershipDuesAmt |
| Fundraising | $256,530 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $17,103,818 | AllOtherContributionsAmt |
| Noncash Contributions | $2,312,219 | NoncashContributionsAmt |
| Total Contributions | $19,524,382 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Wye Herd Operations | 111000 | $621,447 | $621,447 | $0 | $0 |
| Contracts Under Grant Agreement | 611310 | $202,158 | $202,158 | $0 | $0 |
| Conference Revenue | 611310 | $80,772 | $80,772 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $904,377 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,595,161 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,976,931 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,618,230 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,106 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,106 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,806,083 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,806,083 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,806,083 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,806,083 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $42,650 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $256,530 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $47,992 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,342 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$5,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $670 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $670 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Management Fees | 525990 | $6,216,691 | $6,216,691 | $0 | $0 |
| Affinity Card | 900099 | $23,455 | $0 | $23,455 | $0 |
| Other | 900099 | $461,864 | $461,864 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,702,010 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,540,447 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,582,932 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,000,386 | UnrelatedBusinessRevenueAmt |
| Exclusion | $39,432,747 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,356,924 | TotalAmt |
| Program Services | $8,356,924 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,764,084 | TotalAmt |
| Program Services | $12,764,084 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,564,952 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,564,952 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,807,575 | TotalAmt |
| Program Services | $306,425 | ProgramServicesAmt |
| Management And General | $3,444,662 | ManagementAndGeneralAmt |
| Fundraising | $56,488 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,167 | TotalAmt |
| Program Services | $96,239 | ProgramServicesAmt |
| Management And General | $225,665 | ManagementAndGeneralAmt |
| Fundraising | $1,263 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,433 | TotalAmt |
| Program Services | $21,855 | ProgramServicesAmt |
| Management And General | $354,578 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,639 | TotalAmt |
| Program Services | $13,447 | ProgramServicesAmt |
| Management And General | $245,840 | ManagementAndGeneralAmt |
| Fundraising | $4,352 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,102 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $58,102 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,800 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $253,800 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,355 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $46,355 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,453,592 | TotalAmt |
| Program Services | $2,529,585 | ProgramServicesAmt |
| Management And General | $822,887 | ManagementAndGeneralAmt |
| Fundraising | $101,120 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,104 | TotalAmt |
| Program Services | $62,346 | ProgramServicesAmt |
| Management And General | $1,758 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,803 | TotalAmt |
| Program Services | $187,258 | ProgramServicesAmt |
| Management And General | $183,010 | ManagementAndGeneralAmt |
| Fundraising | $62,535 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,805 | TotalAmt |
| Program Services | $83,246 | ProgramServicesAmt |
| Management And General | $943,672 | ManagementAndGeneralAmt |
| Fundraising | $16,887 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $582,007 | TotalAmt |
| Program Services | $372,534 | ProgramServicesAmt |
| Management And General | $208,510 | ManagementAndGeneralAmt |
| Fundraising | $963 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,322,146 | TotalAmt |
| Program Services | $1,238,035 | ProgramServicesAmt |
| Management And General | $84,111 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,460 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $17,460 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,538 | TotalAmt |
| Program Services | $1,275 | ProgramServicesAmt |
| Management And General | $344,487 | ManagementAndGeneralAmt |
| Fundraising | $776 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Campus Events | $1,942,585 | $1,297,155 | $281,158 | $364,272 |
| Research Equipment and Software | $1,046,152 | $412,747 | $468,778 | $164,627 |
| Transfer to Affiliated Foundations | $3,490,304 | $0 | $1,239,869 | $2,250,435 |
| Printing | $362,554 | $155,209 | $22,111 | $185,234 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,038,949 | TotalAmt |
| Program Services | $193,463 | ProgramServicesAmt |
| Management And General | $544,766 | ManagementAndGeneralAmt |
| Fundraising | $300,720 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,958,030 | TotalAmt |
| Program Services | $28,091,827 | ProgramServicesAmt |
| Management And General | $12,356,531 | ManagementAndGeneralAmt |
| Fundraising | $3,509,672 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,896 | BOYAmt |
| EOY | $15,385,543 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,018,636 | BOYAmt |
| EOY | $10,008,522 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,591 | BOYAmt |
| EOY | $427,905 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,956 | BOYAmt |
| EOY | $1,481,571 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,439,562 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,821,527 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,492,698 | BOYAmt |
| EOY | $12,618,035 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,852,540 | BOYAmt |
| EOY | $188,789,922 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,975,284,750 | BOYAmt |
| EOY | $2,336,986,003 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,914,291 | BOYAmt |
| EOY | $3,848,116 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,414,480,358 | BOYAmt |
| EOY | $2,569,545,617 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,851,449 | BOYAmt |
| EOY | $4,610,394 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,004,033 | BOYAmt |
| EOY | $2,033,537 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,839,856,612 | BOYAmt |
| EOY | $1,970,426,224 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,846,712,094 | BOYAmt |
| EOY | $1,977,070,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,587,961 | BOYAmt |
| EOY | $93,363,244 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,180,303 | BOYAmt |
| EOY | $499,112,218 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,768,264 | BOYAmt |
| EOY | $592,475,462 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,414,480,358 | BOYAmt |
| EOY | $2,569,545,617 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $31,582,417 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,049,958 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | -$1,973,283 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $1,148,022 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,619,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,139,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,021,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,825,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,524,382 | CurrentTaxYearAmt |
| Total | $177,130,591 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,619,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,139,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,021,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,825,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,524,382 | CurrentTaxYearAmt |
| Total | $177,130,591 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,533,502 | SubstantialContributorsTotAmt |
| Public Support Total170 | $159,597,089 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,054,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$124,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,152,427 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $313,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,631,336 | CurrentTaxYearAmt |
| Total | $20,027,153 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $894,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,565,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,847,856 | CurrentTaxYearAmt |
| Total | $14,404,392 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,289,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,593,088 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,811,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,478,448 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,678,555 | CurrentTaxYearAmt |
| Total | $30,850,307 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $242,412,443 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $905,047 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65837 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | This includes Management fees | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $54,000 | RevenuesIncludedAmt |
| Assets Included | $9,895,534 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $446,915,000 | BeginningYearBalanceAmt |
| Contributions | $23,514,000 | ContributionsAmt |
| Investment Earnings Or Losses | $33,593,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,808,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $8,552,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $483,662,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $423,871,000 | BeginningYearBalanceAmt |
| Contributions | $14,222,000 | ContributionsAmt |
| Investment Earnings Or Losses | $28,957,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,359,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,676,000 | OtherExpendituresAmt |
| Administrative Expenses | $100,000 | AdministrativeExpensesAmt |
| End Year Balance | $446,915,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $403,225,000 | BeginningYearBalanceAmt |
| Contributions | $10,665,000 | ContributionsAmt |
| Investment Earnings Or Losses | $25,136,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,293,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,845,000 | OtherExpendituresAmt |
| Administrative Expenses | $17,000 | AdministrativeExpensesAmt |
| End Year Balance | $423,871,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $387,783,000 | BeginningYearBalanceAmt |
| Contributions | $9,980,000 | ContributionsAmt |
| Investment Earnings Or Losses | $18,787,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,006,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,904,000 | OtherExpendituresAmt |
| Administrative Expenses | $1,415,000 | AdministrativeExpensesAmt |
| End Year Balance | $403,225,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $296,688,000 | BeginningYearBalanceAmt |
| Contributions | $34,716,000 | ContributionsAmt |
| Investment Earnings Or Losses | $75,869,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,071,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,546,000 | OtherExpendituresAmt |
| Administrative Expenses | $873,000 | AdministrativeExpensesAmt |
| End Year Balance | $387,783,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.1 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,322,187 | OtherCostOrOtherBasisAmt |
| Book Value | $2,322,187 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,221,841 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,821,527 | DepreciationAmt |
| Book Value | $400,314 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $9,895,534 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $9,895,534 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,618,035 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Active Public - NAV | $820,854,080 | F |
| Private NAV | $771,462,980 | F |
| Seperately Managed Accounts | $303,896,028 | F |
| Intermediate - NAV | $247,749,088 | F |
| Diversifying - NAV | $109,282,716 | F |
| Liquid Credit - NAV | $83,741,111 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,336,986,003 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Other Foundations | $1,967,734,892 |
| Split Interest Agreements | $2,691,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,970,426,224 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 | Works of Art are on display at Institutions for educational purposes |
| Schedule D, Part V, Line 4 | The Endowment funds are used to broaden access to higher education , meet the workforce needs of the state and fund research |
| Schedule D, Part X, Line 2 | Authoritative guidance on accounting for uncertainty in income taxes clarifies the accounting for the uncertainty of the income tax positions defines the threshold for recognizing tax return positions in the financial statements as "more likely than not" that the position is sustainable based on technical merits, and provides guidance on the measurement , classification and disclosure of tax return positions in the Financial Statements. No Assets or Liability has been recorded as of June 30, 2025 and 2024 for the uncertain tax positions. The Foundation is no longer subject to US Federal and State examinations by tax authorities for the fiscal years before June 30, 2022. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | Investments of Funds | $222,387,147 |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | Investments of Funds | $204,962,469 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | Collaboration of Education | $66,483 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | Collaboration of Education | $47,733 |
| East Asia and the Pacific | 0 | 0 | Program Services | Collaboration of Education | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $427,464,332 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | UMBC Men's Lacrosse | Event1Nm |
| Gross Receipts Event1 | $74,246 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $47,805 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $26,441 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,702 | OtherDirectExpensesEvent1Amt |
| Event2 | UMBC Golf Classic | Event2Nm |
| Gross Receipts Event2 | $53,242 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $48,400 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $4,842 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $37,151 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $171,692 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $160,325 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $11,367 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,139 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $299,180 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $256,530 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $42,650 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $47,992 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $47,992 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,342 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Univeristy of Maryland College Park | ||||||||
| 1115 Lee Building | College Park | MD | 20742 | 526002033 | $4,357,212 | $0 | Program Services | |
| UMBC | ||||||||
| 1000 Hilltop Circle | Baltimore | MD | 21250 | 526002033 | $2,548,517 | $0 | Program Services | |
| UMCES | ||||||||
| PO Box 775 | Cambridge | MD | 21613 | 526002033 | $730,337 | $0 | Program Services | |
| UMES | ||||||||
| 1 Backbone Road | Princess Anne | MD | 21853 | 526002033 | $592,661 | $0 | Program Services | |
| University of Maryland Baltimore | ||||||||
| 601 West Lombard Street | Baltimore | MD | 21201 | 526002033 | $128,197 | $0 | Suite 208 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Various Scholarships | GrantTypeTxt |
| Recipient | 1700 | RecipientCnt |
| Cash Grant | $12,764,084 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | Fair Value | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The USM financial aid officers review and approve all scholarship requests ensuring the student's eligibility within the established criteria. Funds are used for tuition fees, room and board or an award for outstanding performances. The Foundation monitor's grant activity by ensuring that the receiving organizations are eligible to accept funds and have the capacity to perform the grant research. All disbursements are verified against the grant budget. The Foundation also receives financial reports periodically and reserves the right to audit the original issue | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sharcus Steen | ||||||||||||||
| CIO | $658,854 | $0 | $775,000 | $0 | $0 | $0 | $25,375 | $0 | $20,485 | $0 | $1,479,714 | $0 | $0 | $0 |
| Chris Ingram | ||||||||||||||
| Senior Sustainability & Public Markets Analyst | $255,673 | $0 | $193,125 | $0 | $0 | $0 | $25,375 | $0 | $18,087 | $0 | $492,260 | $0 | $0 | $0 |
| Charlie Sexton | ||||||||||||||
| Senior Investment Analyst | $258,569 | $0 | $193,125 | $0 | $0 | $0 | $25,375 | $0 | $9,528 | $0 | $486,597 | $0 | $0 | $0 |
| Tom Gilbert | ||||||||||||||
| Chief Financial Officer/COO | $388,112 | $0 | $50,000 | $0 | $0 | $0 | $25,375 | $0 | $20,970 | $0 | $484,457 | $0 | $0 | $0 |
| Leonard R Raley | ||||||||||||||
| Chief Executive Officer | $419,047 | $0 | $0 | $0 | $2,439 | $0 | $25,375 | $0 | $24,515 | $0 | $471,376 | $0 | $0 | $0 |
| Michal Pramik | ||||||||||||||
| Director of Private Markets | $256,768 | $0 | $100,000 | $0 | $0 | $0 | $25,375 | $0 | $3,025 | $0 | $385,168 | $0 | $0 | $0 |
| Roy Hossler | ||||||||||||||
| Director of Business Operations | $214,087 | $0 | $0 | $0 | $0 | $0 | $15,521 | $0 | $18,166 | $0 | $247,774 | $0 | $0 | $0 |
| Nebiyu Teshome | ||||||||||||||
| Director of Accounting | $191,705 | $0 | $0 | $0 | $0 | $0 | $13,899 | $0 | $5,210 | $0 | $210,814 | $0 | $0 | $0 |
| Rebecca Salsbury | ||||||||||||||
| General Counsel | $137,784 | $0 | $0 | $0 | $0 | $0 | $9,989 | $0 | $10,568 | $0 | $158,341 | $0 | $0 | $0 |
| Ralph Partlow | ||||||||||||||
| General Counsel - Retiring | $133,716 | $0 | $0 | $0 | $0 | $0 | $9,694 | $0 | $6,448 | $0 | $149,858 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part II | FormAndLineReferenceDesc |
| Explanation | The CIO received an one-time retention payment in addition to year-end performance bonus | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $54,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,258,219 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Header, Line C | The University of Maryland Foundation, Inc DBA also includes the University of Maryland Baltimore County Foundation, the University of Maryland Global Campus Foundation, the University of Maryland Eastern Shore Foundation, the Universities of Shady Grove Foundation, the University of Maryland Center of Environment Center Science Foundation and the University System of Maryland at Hagerstown Foundation. |
| Form 990, Part VI, Section A, Line 2 | Director Vahos and Director Ulrich are officers for the same company which constitutes a business relationship |
| Form 990, Part VI, Section B, Line 11b | This form is reviewed by the CFO and the upper level financial staff at the USMF office. The Board of Directors then delegates the detailed review of the 990 for to the Audit Committee. Once reviewed, the document is forwarded to the full board with notation of the Audit Committee for comment form all the Director's prior to the filing of the Form 990 |
| Form 990, Part VI, Section B, Line 12c | The Foundation monitor and enforces the Conflict of Interest Policy through the Foundation's General Counsel who reviews and reports to the Governance Committee and the Audit Committee . The Governance Committee decides if any action is warranted. |
| Form 990, Part VI, Section B, Line 15 | The Executive Committee of the Board overseas the compensation process which includes their review and approval of CEO, CIO and CFO/COO compensation - supported by the review of comparability studies, and independent consultant, and evaluation and discussion of performance |
| Form 990, Part VI, Section C, Line 17 | See Schedule O, statement 3 |
| Form 990, Part VI, Section C, Line 19 | All documents are made available on our website. |
| Form 990, Part IX, Line 11g | This includes Outside Services, Research and Non Student awards |
| Form 990, Part XI, Line 9 | Includes transfers per Board Resolution and Change in Value of Split-Interest Agreements |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USMF Corporation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 Metzerott Road | AddressLine1Txt |
| City | Adelphi | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201910815 | EIN |
| Primary Activities | Holding Company | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USM Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $15,189 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,879,300 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Waiting on Final Fund Managers statements | ExplanationTxt |