2025-12-19T11:55:50-06:00 2025-06-30 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990 2024-07-01 237036780 UNIVERSITY OF BALTIMORE FOUNDATION INC UNIV 4108376170 1420 N CHARLES STREET BALTIMORE MD 21201 AMY SHAVER CFO 4108376148 2025-12-17 1 0 SUSAN KELLER P00245169 4107275735 2024 2025-03-06 01:10:19Z JOAN WORTHINGTON 1420 N CHARLES STREET BALTIMORE MD 21201 33787856 0 X WWW.UBFOUNDATION.ORG X 1969 MD ESTABLISHED TO RAISE, MANAGE FUNDS, AND PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF BALTIMORE. 14 14 4 21 0 0 9029822 7991170 69175 34116 2717343 6615692 -11114 4039 11805226 14645017 0 0 0 0 460137 562152 51203 51246 287156 5628864 7026764 6140204 7640162 5665022 7004855 108077728 117233063 2186186 2463219 105891542 114769844 TO RAISE AND MANAGE FUNDS AND TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF BALTIMORE. THE FOUNDATION PROVIDES LEADERSHIP, GUIDANCE, AND SUPPORT TO THE UNIVERSITY'S ADMINISTRATION IN ADVANCING THE MISSION AND VISION OF THE UNIVERSITY. 0 0 6283416 38155 ALL PROGRAM SERVICE EXPENSES AND DISTRIBUTIONS SUPPORT THE EDUCATIONAL ACTIVITIES OF THE UNIVERSITY OF BALTIMORE. THE FOUNDATION SUPPORTED INITIATIVES OF THE UNIVERSITY SUCH AS SCHOLARSHIPS, FACULTY SUPPORT, AND COMMUNITY OUTREACH PROGRAMS. 6283416 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1 0 1 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 22 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD CO MA MI NJ NY OH WA CA LA ME MN NH NC ND SC NV AR OR DC X X X THE ORGANIZATION 4108376170 1420 N CHARLES STREET BALTIMORE MD 21201 NINA YUDELL DIRECTOR/ IMMEDIATE PAST C 1.00 X 0 0 0 JOAN WORTHINGTON CHAIR 5.00 X X 0 0 0 MICHAEL L CURRY SECRETARY 1.00 X X 0 0 0 CYNTHIA H JONES DIRECTOR 1.00 X 0 0 0 R THOMAS CRAWFORD DIRECTOR 1.00 X 0 0 0 JEFF GLOCK DIRECTOR 1.00 X 0 0 0 CARMINE D'ALESSANDRO DIRECTOR 1.00 X 0 0 0 ARTHUR E FLACH VICE-CHAIR 5.00 X X 0 0 0 PIERCE FLANIGAN IV DIRECTOR 1.00 X 0 0 0 RICHARD A SNELLINGER DIRECTOR 1.00 X 0 0 0 SAYRA MEYERHOFF DIRECTOR 1.00 X 0 0 0 KURT L SCHMOKE EX-OFFICIO 1.00 X 0 0 0 DAN MORRISON TREASURER 1.00 X 0 0 0 PHAEDRA STEWART DIRECTOR 1.00 X 0 0 0 STUART J SILBERG EX-OFFICIO / DIRECTOR EMER 1.00 X 0 0 0 DEBRA L ROBERTS DIRECTOR 1.00 X 0 0 0 GRETA L STETSON DIRECTOR 1.00 X 0 0 0 THERESA SILANSKIS EXECUTIVE DIRECTOR EX-OFFICIO 40.00 X 0 0 0 AMY D SHAVER CFO 40.00 X 153400 0 11579 153400 0 11579 1 0 1 0 0 2386414 98074 5506682 1665630 7991170 PROGRAM INCOME 900099 34116 34116 34116 3481629 3481629 22276902 19142839 3134063 3134063 3134063 MISCELLANEOUS INCOME 611110 4039 4039 4039 14645017 38155 0 6615692 164979 164979 304193 304193 31775 31775 28162 28162 33043 33043 9062 3406 2338 3318 53964 53964 51246 51246 246330 246330 385177 185618 74859 124700 365635 365635 24972 24972 181506 58969 107951 14586 138998 138132 866 399871 397379 2492 21662 21662 STUDENT/FACULTY SUPPORT 4121689 4121689 OTHER PROGRAM SUPPORT 824452 824452 MISCELLANEOUS 253446 163164 334 89948 7640162 6283416 1069590 287156 19182327 18725028 5256559 4594525 19 3500 86987 175615 59495418 65003933 23602134 26922178 454284 1808284 108077728 117233063 1294565 1376432 891621 1086787 2186186 2463219 X 13113697 16754027 92777845 98015817 105891542 114769844 108077728 117233063 7004855 1873447 0 X X 0 1 X 1 0 X 9554106 5566897 6644300 9029822 7991170 38786295 9554106 5566897 6644300 9029822 7991170 38786295 16892046 21894249 1546623 2274625 1671955 2601561 3481629 11576393 377 7614 4039 12030 50374718 0.43460 0.45460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1808284 X X X 0 73028950 4700773 6644559 0 84374282 67037841 2418287 7036305 3463483 73028950 61288308 4154334 4895657 3300458 67037841 68720950 1179815 -5702756 2909701 61288308 50278867 5920420 15154401 2632738 68720950 0.30000 0.70000 0 0 0 PRIVATE EQUITY INVESTMENTS 21204904 F INVESTMENT IN USMF 5717274 F 26922178 X 13904554 1873448 18833 1892281 12012273 246330 2386414 2632744 14645017 7399691 2392273 2392273 5007418 246330 2386414 2632744 7640162 PART III, LINE 4: ART AND HISTORICAL COLLECTIONS INCLUDE LIBRARY COLLECTIONS, POSTERS, PRINTS AND OTHER ARTIFACTS. PART V, LINE 4: THE FOUNDATION'S PERMANENT ENDOWMENT CONSISTS OF VARIOUS DONOR RESTRICTED FUNDS ESTABLISHED TO PROVIDE A SOURCE OF INCOME FOR ONGOING PROGRAMS, AS WELL AS SCHOLARSHIPS AND PROFESSORSHIPS. PART X, LINE 2: THE ORGANIZATIONS FOLLOW THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE ORGANIZATIONS' EVALUATION OF TAX POSITIONS, WHICH INCLUDES MAINTAINING THEIR TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT TOOK ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM UNIVERSITY PROPERTIES, INC. 18,833. PART XI, LINE 4B - OTHER ADJUSTMENTS: GIFT FROM UNIVERSITY PROPERTIES DELETED IN CONSOLIDATION 2,386,414. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM UNIVERSITY PROPERTIES, INC. 2,392,273. PART XII, LINE 4B - OTHER ADJUSTMENTS: UNIVERSITY PROPERTY GRANT DELETED IN CONSOLIDATION 2,386,414. PART XI, LINE 2D REVENUE OF $18,833 FROM UNIVERSITY PROPERTIES, INC., AN AFFILIATE, IS INCLUDED IN THE AUDITED FINANCIAL STATEMENTS, BUT NOT INCLUDED IN THE FORM 990. PART XII, LINE 2D EXPENSES OF $2,392,272 FROM UNIVERSITY PROPERTIES, INC., AN AFFILIATE, ARE INCLUDED IN THE AUDITED FINANCIAL STATEMENTS, BUT NOT INCLUDED IN THE FORM 990. FORM 990, PART XI, LINE 10 THE AUDITED FINANCIAL STATEMENTS WERE PREPARED ON A CONSOLIDATED BASIS. THE CONSOLIDATED NET INCOME(LOSS) EQUALS $6,504,863. THE NET INCOME FOR THIS ENTITY ON AN UNCONSOLIDATED BASIS IS $8,878,302. THE DIFFERENCE IS -$2,373,439, OR THE INCOME FOR UNIVERSITY PROPERTIES, INC. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS 0 INVESTMENTS ONLY.LIST 74 _ 5KEISHAWHALEY - 12/05/24 20:52 PM WORKSHEET SCHEDULE F - STATEMENT OF ACT 2033100 0 0 0 0 0 0 2033100 0 2033100 0 0 0 1 1 0 X X X X X 1 WILSON-BENNETT TECHNOLOGY INC 2239 BILL FOSTER MEMORIAL HWY W CABOT AR 72023 TELEMARKETING 0 20200 51188 -30988 20200 51188 -30988 MD CA CO CT FL GA IL KY MA MI MO NJ NY OH PA TN VA WA WV AL HI MS DC AK AR LA ME MN NV NH NC ND OR SC UT X X X X 0 0 0 0 0 0 0 0 0 AMY D SHAVER CFO 151400 0 2000 0 0 0 11579 0 0 0 164979 0 0 0 X 14 1354000 APPRAISAL X 688 311630 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT AND EXECUTIVE COMMITTEES OF THE BOARD ARE AUTHORIZED TO REVIEW AND APPROVE THE FORM 990 PRIOR TO FILING. A COPY OF THE RETURN IS MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST FORMS ARE REQUIRED TO BE COMPLETED AT THE BEGINNING OF THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CFO WAS DETERMINED BASED ON MARKET FACTORS AND IN CONSULTATION WITH AN INDEPENDENT RECRUITING FIRM. THE EXECUTIVE DIRECTOR IS PAID BY THE UNIVERSITY AND AS SUCH IS SUBJECT TO THE UNIVERSITY'S COMPENSATION STRUCTURE. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. PART XI, LINE 2C THE AUDIT PROCESS WAS UNCHANGED, AND IS OVERSEEN BY THE AUDIT COMMITTEE. SCHEDULE R, PART II: PURCHASES, LEASES, AND HOLDS TITLE TO BOTH REAL AND PERSONAL PROPERTY FOR THE BENEFIT OF THE FOUNDATION. UNIVERSITY PROPERTIES INC 1420 N CHARLES STREET BALTIMORE MD 21201 521040290 SEE SCHEDULE O MD 501(C)(2) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 UNIVERSITY PROPERTIES INC C 2386414 CASH