2025-07-04T09:32:48-05:00 2024-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2024-01-01 741587488 THE UNIVERSITY OF TEXAS FOUNDATION INC UNIV 5124738985 9011 MOUNTAIN RIDGE DRIVE 150 AUSTIN TX 78759 SHERI DESPAIN EXECUTIVE DIRECTOR & CFO 5124733603 2025-07-01 1 1 SHANNON PETERSON P01281287 5123703200 2024 2025-03-06 01:10:19Z SONIA PEREZ 9011 MOUNTAIN RIDGE DRIVE 150 AUSTIN TX 78759 69537732 0 X UTXF.ORG X 1967 TX TO PROVIDE SUPPORT TO THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS. 21 21 7 21 0 0 51084178 63630431 0 0 2202971 4555334 422721 344548 53709870 68530313 48085595 61497038 0 0 515219 642124 0 0 0 2528374 2665122 51129188 64804284 2580682 3726029 90164241 97993520 42865666 44986306 47298575 53007214 TO ADVANCE EDUCATION THROUGH FINANCIAL SUPPORT OF THE UNIVERSITY OF TEXAS SYSTEM, INCLUDING ALL OF ITS BRANCHES, DEPARTMENTS, SCHOOLS AND COLLEGES AT ITS FOURTEEN INSTITUTIONS, TO IMPROVE ITS RESEARCH, TEACHING, SCHOLARSHIP, FACULTIES AND FACILITIES. 0 0 61572887 61497038 EDUCATIONAL PURPOSE - GIFTS TO VARIOUS DEPARTMENTS AT THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS FOR VARIOUS EDUCATIONAL AND RESEARCH PROJECTS 2322732 PAYMENTS MADE TO MEET CONDITIONS OF GIFTS TO THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS. 63895619 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 209 0 7 1 0 1 UK 0 0 0 1 1 1 2 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SHERI DESPAIN 5124738985 9011 MOUNTAIN RIDGE DR SUITE 150 AUSTIN TX 78759 ALFRED M MEYERSON PRESIDENT ELECT 1.00 X X 0 0 0 BRIAN T MCLAUGHLIN VP AND TREASURER 1.00 X X 0 0 0 BRUCE RIDEAUX DIRECTOR 1.00 X 0 0 0 CAROL A HUEBNER DIRECTOR 1.00 X 0 0 0 CHARLES W MATTHEWS JR DIRECTOR 1.00 X 0 0 0 CYNTHIA ADKINS DIRECTOR 1.00 X 0 0 0 DAVID OLIVEIRA DIRECTOR 1.00 X 0 0 0 DOUGLAS GLASS DIRECTOR 1.00 X 0 0 0 HECTOR DELEON DIRECTOR 1.00 X 0 0 0 LISA SAENZ DIRECTOR 1.00 X 0 0 0 MICHAEL L COOK DIRECTOR 1.00 X 0 0 0 MICHELLE BROCK DIRECTOR 1.00 X 0 0 0 QUAN COSBY DIRECTOR 1.00 X 0 0 0 R GORDON APPLEMAN DIRECTOR 1.00 X 0 0 0 REX G BAKER III IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 SHANNON H RATLIFF DIRECTOR 1.00 X 0 0 0 SONIA PEREZ PRESIDENT 3.00 X X 0 0 0 THOMAS J PERICH DIRECTOR 1.00 X 0 0 0 TIM TAYLOR DIRECTOR 1.00 X 0 0 0 TRACY LAQUEY PARKER VP AND SECRETARY 1.00 X X 0 0 0 WOFFORD DENIUS DIRECTOR 1.00 X 0 0 0 SHERI DESPAIN EXECUTIVE DIRECTOR AND CFO 40.00 X 205541 0 28657 205541 0 28657 1 0 1 0 0 1009777 62620654 166596 63630431 1331002 1331002 4231751 1007419 3224332 3224332 3224332 OTHER INCOME 900099 344548 344548 344548 68530313 344548 0 4555334 61460783 61460783 36255 36255 234198 234198 342741 342741 23570 23570 41615 41615 40800 40800 10604 10604 33142 33142 147372 147372 31761 31761 ANNUITY PAYMENTS 2322732 2322732 CHANCELLOR'S BUSINESS E 75849 75849 STATE REGISTRATION EXPE 2862 2862 64804284 63895619 908665 0 7056804 7727800 7850843 13472235 142033 240037 715 659 694081 168996 537926 525085 57156260 58735881 17419660 17291823 90164241 97993520 3591669 1777352 7850843 13472235 31423154 29736719 42865666 44986306 X 16207681 17540308 31090894 35466906 47298575 53007214 90164241 97993520 X 3726029 87672 1894938 X X 0 1 X 1 1 1 X 33544442 42756427 46215930 51084178 63630431 237231408 33544442 42756427 46215930 51084178 63630431 237231408 6358076 230873332 831098 693109 825997 1065003 1331002 4746209 176323 192521 261708 422721 344548 1397821 243375438 0.94860 0.95540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4 51288 60478 900296 1 1 11300299 65400 1037763 580746 11822716 10616102 94651 1145877 556331 11300299 12635439 45617 -1529331 535623 10616102 11231141 169803 1746458 511963 12635439 10374071 21689 1332315 496934 11231141 0.00000 0.77000 0.23000 0 0 86508 86508 394097 50494 343603 60891 7773 53118 152585 110729 41856 525085 LAND AND MINERALS 13530080 REINSURANCE ASSET 3761580 INTERCOMPANY 163 17291823 GIFT ANNUITIES 16168628 GIFT COMMITMENT IN EXCESS 8034271 OTHER PAYABLES TO UT INSTITUTIONS 5068368 DEFERRED GAIN ON REINSURANCE ASSET 465452 29736719 73741804 87672 5123819 5211491 68530313 0 68530313 67331087 2526803 2526803 64804284 0 64804284 PART V, LINE 4: TO SUPPORT ACADEMIC ENDEAVORS AT THE VARIOUS INSTITUTIONS OF THE UT SYSTEM. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ACTUARIAL LIABILITY 2,765,925. CHANGE IN GIFT COMMITMENTS -870,989. AMOUNTS FROM RELATED ENTITIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 3,228,883. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS FROM RELATED ENTITIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 2,526,803. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 FUNDRAISING 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 UNIVERSITY OF TEXAS ARLINGTON 701 SOUTH NEDDERMAN DRIVE ARLINGTON TX 76019 756000121 UT SYSTEM 959403 0 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS AUSTIN 2400 INNER CAMPUS DR AUSTIN TX 78712 746000203 UT SYSTEM 24264720 50241 RETAIL COST GIFT CARDS EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS DALLAS 800 WEST CAMPBELL ROAD RICHARDSON TX 75080 751305566 UT SYSTEM 3067523 116355 RETAIL COST FOOD DONATIONS TO THE UTD COMET CUPBOARD EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS EL PASO 500 W UNIVERSITY AVENUE EL PASO TX 79902 746000813 UT SYSTEM 2237484 0 EDUCATIONAL/RESEARCH AND SCHOLARSHIPS UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER HOUSTON 7000 FANNIN SUITE 1200 HOUSTON TX 77030 741761309 UT SYSTEM 3476821 0 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 78229 741586031 UT SYSTEM 3697756 0 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SAN ANTONIO 1 UTSA CIRCLE SAN ANTONIO TX 78249 741717115 UT SYSTEM 5028316 0 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 UT SYSTEM 108636 0 EDUCATIONAL/RESEARCH UNIVERSITY OF TEXAS SYSTEM 601 COLORADO ST AUSTIN TX 78701 746000203 UT SYSTEM 712121 0 EDUCATIONAL/RESEARCH UT PERMIAN BASIN 4901 E UNIVERSITY ODESSA TX 79762 751393493 UT SYSTEM 430712 0 EDUCATIONAL/RESEARCH UT RIO GRANDE VALLEY 1201 W UNIVERSITY DR EDINBURG TX 78539 465292740 UT SYSTEM 32786 0 EDUCATIONAL/RESEARCH UT TYLER 3900 UNIVERSITY BLVD TYLER TX 75799 751396988 UT SYSTEM 52987 0 EDUCATIONAL/RESEARCH UTMB GALVESTON 301 UNIVERSITY BLVD GALVESTON TX 77555 746000949 UT SYSTEM 78790 0 EDUCATIONAL/RESEARCH UTMD ANDERSON 1515 HOLCOMBE BLVD HOUSTON TX 77030 746001118 UT SYSTEM 17145132 0 EDUCATIONAL/RESEARCH 14 FUNDS PROVIDED FOR STUDENT AND STAFF EMERGENCIES 86 36255 PART I, LINE 2: ALL GRANTS ARE MONITORED DIRECTLY BY THE UNIVERSITY OF TEXAS SYSTEM INSTITUTIONS. X X X 0 0 0 0 0 0 0 0 0 SHERI DESPAIN EXECUTIVE DIRECTOR AND CFO 205541 0 0 0 0 0 7169 0 21488 0 234198 0 0 0 X 1 23800 EXCHANGE VALUE X 1 116355 RETAIL COST X OTHER 5 26441 RETAIL COST 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B) FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CFO AND EXECUTIVE DIRECTOR, THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES A CONFLICT OF INTEREST POLICY TO BE SIGNED ANNUALLY. NO CONFLICTS WERE NOTED. FORM 990, PART VI, SECTION B, LINE 15 COMPARABLE DATA IS GATHERED AS PART OF THE BUDGETING PROCESS, COMPENSATION IS REVIEWED BY THE TREASURER AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE ENTIRE BUDGET IS APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON GUIDESTAR.ORG, THE ORGANIZATION'S WEBSITE AND BY REQUEST TO GRANTING ORGANIZATIONS. FORM 990, PART XI, LINE 9: CHANGE IN GIFT COMMITMENTS -870,989. CHANGE IN ACTURIAL LIABILITY 2,765,925. ROUNDING 2. FORM 990, PART XII, LINE 2C THE PROCESS OF SELECTING AN INDEPENDENT ACCOUNTANT AND OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS HAS NOT CHANGED FROM THE PRIOR YEAR. 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