2024-01-30T10:48:06-06:00 2023-06-30 381357951 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2022-07-01 830201971 UNIVERSITY OF WYOMING FOUNDATION UNIV 3077666300 222 SOUTH 22ND STREET LARAMIE WY 82070 TROY CASERTA VP FOR FINANCIAL SERVICES 3077666300 2024-01-16 1 TROY CASERTA 999009999 1 DORI J EGGETT P00645252 3037409400 2023-12-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TROY CASERTA 222 SOUTH 22ND STREET LARAMIE WY 82070 788946384 0 X HTTP://WWW.UWYO.EDU/FOUNDATION X 1962 WY TO RAISE, MANAGE AND INVEST PRIVATE SUPORT FOR THE BENEFIT OF THE UNIVERSITY OF WYOMING. 23 22 15 30 3875551 0 29971300 63312495 0 0 102212077 44524095 333590 2977840 132516967 110814430 31021942 35779547 0 0 7683425 8739742 0 0 7853637 9272549 10524635 47977916 55043924 84539051 55770506 844408554 896389173 308486511 333151966 535922043 563237207 TO RAISE, MANAGE AND INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF WYOMING. 0 0 21474937 21474937 FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING IN SUPPORT OF ITS VARIOUS ACADEMIC AND ADMINISTRATIVE DEPARTMENTS FOR RESEARCH, ENVIRONMENTAL AND NATURAL RESOURCES, SYMPOSIA, DISCRETIONARY USE, ETC. 10539028 10539028 FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR ITS STUDENT SCHOLARSHIP PROGRAM. 2746290 2746290 FUNDS PROVIDED TO THE UNIVERSITY OF WYOMING FOR CONSTRUCTION PROJECTS. 1019292 1019292 1019292 1019292 35779547 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 28 0 1 15 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 AK CA MD MA MI MN NV NJ NY ND OR UT WA X X KENDALL GONZALES 3077663945 222 S 22ND STREET LARAMIE WY 82070 JOHN STARK PRESIDENT/CEO 40.00 X X 376511 0 78670 MARY SHAFER-MALICK BOARD CHAIR 1.00 X X 0 0 0 DOUG STARK BOARD VICE CHAIR 1.00 X X 0 0 0 LINDSAY HOOPER BOARD SECRETARY 1.00 X X 0 0 0 LEE BETSILL DIRECTOR 1.00 X 0 0 0 ROBIN BOLZ DIRECTOR 1.00 X 0 0 0 TOM BOTTS DIRECTOR 1.00 X 0 0 0 CHAD DEATON DIRECTOR 1.00 X 0 0 0 JOHN DUNN DIRECTOR 1.00 X 0 0 0 PAT HIGGINS DIRECTOR 1.00 X 0 0 0 SCOTT D MACDONALD DIRECTOR 1.00 X 0 0 0 JIM MARTIN DIRECTOR 1.00 X 0 0 0 ANN PICKARD DIRECTOR 1.00 X 0 0 0 JOHN PIEPER DIRECTOR 1.00 X 0 0 0 RON SALVAGIO DIRECTOR 1.00 X 0 0 0 PETER SHERMAN DIRECTOR 1.00 X 0 0 0 MARTHA BROWN WYRSCH DIRECTOR 1.00 X 0 0 0 APRIL BRIMMER KUNZ DIRECTOR 1.00 X 0 0 0 CLAYTON HARTMAN DIRECTOR 1.00 X 0 0 0 GREG HILL DIRECTOR 1.00 X 0 0 0 GREG DYEKMAN DIRECTOR 1.00 X 0 0 0 TROY CASERTA TREASURER 40.00 X 172360 0 56945 PHILIP TREICK CHIEF INVESTMENT OFFICER 40.00 X 303377 0 43213 TOBY MARLATT VP FOR MARKETING 40.00 X 180960 0 57788 JOHN SMALL SR. ASSOC. VP FOR DEVELOPM 40.00 X 171006 0 40749 BRETT BEFUS ASSOC VP FOR DEVELOPMENT 40.00 X 142808 0 51703 NANCY BRIZUELA DIRECTOR OF INFORMATION SERVICES 40.00 X 114875 0 12886 CRAIG RUSSOW SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 110478 0 15171 KENDALL GONZALES CONTROLLER 40.00 X 109270 0 30343 KATRINA MCGEE SR DR OF FOUNDATION DEVELOPMENT AND RESEARCH COLLA 40.00 X 109251 0 15171 BEN BLALOCK PRESIDENT/CEO - RETIRED 0.00 X 410779 0 0 2201675 0 402639 3 1 1 0 HARRY KEENER FRY JR 3306 BEXLEY DR COLORADO SPRINGS WY 82072 DEVELOPMENT/FUNDRAISING SERVICES 112260 1 1917212 61395283 4060989 63312495 6480153 3158100 3322053 609570 609570 716175896 678131954 38043942 38043942 38043942 OTHER REVENUE 561499 1650819 1650819 UNRELATED BUSINESS 523000 717451 717451 2368270 110814430 0 3875551 43626384 35779547 35779547 739978 263850 476128 5245890 1870499 3375391 2684999 1029160 1655839 68875 24558 44317 43466 18883 24583 107253 107253 4496265 4496265 1417748 645201 772547 46131 46131 392946 48824 344122 1207664 596409 611255 226622 226622 557828 141405 416423 1485 1485 158821 158821 1214514 1214514 174125 174125 INVESTMENT COUNCIL FEES 338167 338167 PROFESSIONAL DEVELOPMEN 141600 54699 86901 55043924 35779547 11410740 7853637 777167 658117 300855 500845 8024688 21222588 118393 185406 73419 45338103 11922388 26224260 33415715 407321441 425949039 401641750 412612781 0 1771263 844408554 896389173 3835224 4985132 293357847 318097374 5196698 4976904 6096742 5092556 308486511 333151966 X 84658656 83053042 451263387 480184165 535922043 563237207 844408554 896389173 X 55770506 -3853959 -24601383 X 0 1 X 1 0 X 31534613 35438993 36109084 29971300 63312495 196366485 31534613 35438993 36109084 29971300 63312495 196366485 2158144 194208341 6742315 6428829 8439534 17274400 6480153 45365231 26131 1650819 1676950 243408666 4925199 0.79790 0.76900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 26,131. 2022 AMOUNT: $ 1,650,819. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 293357847 32390841 7651314 318097374 1 X 438014048 10958716 27403375 16201190 8640043 2456304 449078602 462815291 29690994 -32941537 13233312 8317388 438014048 325558456 22924266 132033703 12187442 5513692 462815291 314798178 13444651 9419945 5747828 6356490 325558456 298522182 14688528 13003221 3629624 7786129 314798178 0.05114 0.94886 0 0 3525995 3525995 33687695 7238665 26449030 11899 11899 1154832 639153 515679 6957682 4044570 2913112 33415715 HEDGE FUNDS 31185809 F PRIVATE EQUITY 279471779 F REAL ASSETS 93300331 F OTHER INVESTMENTS 686399 C BITCOIN 7968463 C 412612781 SPLIT INTEREST AGREEMENTS PAYABLE 4628049 MISC 357785 ACCRUED INTEREST 12442 LEASE OBLIGATION 94280 5092556 70211508 -3853959 -9767623 -13621582 83833090 4496265 22485075 26981340 110814430 42896344 0 42896344 4496265 7651315 12147580 55043924 PART IV, LINE 2B: THE FOUNDATION ACTS AS AN INVESTMENT MANAGER FOR CERTAIN ASSETS FOR THE UNIVERSITY OF WYOMING, THE COWBOY JOE CLUB, AND VARIOUS DEPARTMENTS OF THE UNIVERSITY OF WYOMING. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENTS HELD FOR OTHERS -9,916,327. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 148,704. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE 10,174. CONTRIBUTIONS TO ACCOUNTS HELD FOR OTHERS 22,474,901. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISTRIBUTIONS FROM ACCOUNTS HELD FOR OTHERS 7,651,315. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENT HOLDINGS 2794381 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 INVESTMENTS HOLDINGS 106766 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS HOLDINGS 3252781 NORTH AMERICA 0 0 INVESTMENTS HOLDINGS 314592 0 0 0 0 0 0 6468520 0 6468520 1 0 0 0 1 0 PART III ACCOUNTING METHOD: X X X X X 1 GIVECAMPUS 99 M ST SE 233 WASHINGTON DC 20003 ELECTRONIC SOLICITATIONS 1 1403110 81284 1321826 IMODULES 5201 CONGRESS AVE BOCA RATON FL 33487 ELECTRONIC SOLICITATIONS 1 170733 15111 155622 EVERTRUE 5201 CONGRESS AVE BOCA RATON FL 33487 ELECTRONIC/PHONE SOLICITATIONS 0 0 380087 -380087 SALESFORCECOM 5201 CONGRESS AVE BOCA RATON FL 33487 ELECTRONIC SOLICITATIONS 0 0 66239 -66239 1573843 542721 1031122 AK CA CO KY ME MD MA MI MN NV NJ NY ND OH OR SC UT WA AL AR CT FL GA HI IL KS MS MO NH NM NC OK PA RI TN VA WV WI WY 0 UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE LARAMIE WY 82071 836000331 21474937 0 VARIOUS ACADEMIC AND ADMINISTRATIVE DEPARTMENTS UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE LARAMIE WY 82071 836000331 10539028 0 STUDENT SCHOLARSHIP UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE LARAMIE WY 82071 836000331 2746290 0 CONSTRUCTION UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE LARAMIE WY 82071 836000331 1019292 0 GENERAL OPERATING SUPPORT 1 PART I, LINE 2: MONTHLY SAMPLE TESTING OF EXPENDITURES, REGULAR MEETINGS WITH UNIVERSITY ADMINISTRATION AND INTERNAL AUDIT TEAMS TO ENSURE PROCEDURES BEING MONITORED AND COMPLIANCE STANDARDS ARE BEING MAINTAINED. X X X X X 1 0 0 0 0 0 0 0 0 JOHN STARK PRESIDENT/CEO 333472 0 0 0 43039 0 48327 0 30343 0 455181 0 0 0 BEN BLALOCK PRESIDENT/CEO - RETIRED 410779 0 0 0 0 0 0 0 0 0 410779 0 0 0 PHILIP TREICK CHIEF INVESTMENT OFFICER 303377 0 0 0 0 0 43213 0 0 0 346590 0 0 0 TOBY MARLATT VP FOR MARKETING 180960 0 0 0 0 0 27445 0 30343 0 238748 0 0 0 TROY CASERTA TREASURER 172360 0 0 0 0 0 26602 0 30343 0 229305 0 0 0 JOHN SMALL SR. ASSOC. VP FOR DEVELOPM 171006 0 0 0 0 0 25578 0 15171 0 211755 0 0 0 BRETT BEFUS ASSOC VP FOR DEVELOPMENT 142808 0 0 0 0 0 21360 0 30343 0 194511 0 0 0 PART I, LINE 4A PRESIDENT/CEO BEN BLALOCK RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $410,779. X 10 442407 3RD PARTY APPRAISAL X 334170 3RD PARTY APPRAISAL X 1 19000 3RD PARTY APPRAISAL X 20 1768631 AVG DAILY X 1 1485000 3RD PARTY APPRAISAL X EQUIPMENT 3 6704 FAIR MARKET VALUE X FISH FOSSIL 1 4500 3RD PARTY APPRAISAL X AGRICULTURE SUPPLIES 1 577 FAIR MARKET VALUE 5 0 1 1 PART I, LINE 32B: US BANK - INVESTMENT CUSTODIAN - LIQUIDATES STOCK GIFTS. PART I, LINE 33: DONATIONS PASSED THROUGH TO THE UNIVERSITY AND ARE ONLY ACCEPTED ONCE CONFIRMED TO BE IN THE UNIVERSITY'S POSSESSION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS MADE ELECTRONICALLY AVAILABLE TO THE FOUNDATION'S GOVERNING BODY BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION ANNUALLY UPDATES ITS CONFLICT OF INTEREST POLICY AND OBTAINS SIGNED CONTRACTS FROM ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF CEO, OFFICERS AND KEY EMPLOYEES IS DISCUSSED AT THE FOUNDATION'S BOARD MEETING AND DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION'S FINANCIAL STATEMENT CAN ALSO BE OBTAINED ON THEIR WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 148,704. CHANGE IN CASH SURRENDER VALUE -10,174. CHANGE IN ACCOUNTS HELD FOR OTHERS -24,739,913.