2025-02-13T20:12:28+00:00 2024-06-30 346565596 ERNST & YOUNG US LLP 2323 VICTORY AVENUE DALLAS TX 75219 990 2023-07-01 866050388 University of Arizona Foundation UNIV 5206213340 1111 NORTH CHERRY AVENUE TUCSON AZ 85721 JOHN-PAUL ROCZNIAK PRESIDENT & CEO 5206213340 2025-02-14 true true Patrick Shields P01508556 2149698000 2025-02-13 2023 2025-03-06 01:10:19Z JOHN-PAUL ROCZNIAK 1111 NORTH CHERRY AVENUE TUCSON AZ 85721 436043060 false X WWW.UAFOUNDATION.ORG X 1958 AZ SEE SCHEDULE O. THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. 27 26 186 135 -982902 0 163906281 144281697 8430459 10026223 48515701 71278552 438775 -958796 221291216 224627676 98105412 117674041 0 0 14127578 16321222 0 0 16372158 30462315 34524296 142695305 168519559 78595911 56108117 1545295501 1653196619 246582969 255488943 1298712532 1397707676 THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. false false 129652860 117674041 10026223 THE UNIVERSITY OF ARIZONA FOUNDATION IS COMMITTED TO SUPPORTING AND ENHANCING THE VISION, MISSION AND VALUES OF THE UNIVERSITY OF ARIZONA THROUGH THE DEVELOPMENT AND MANAGEMENT OF PRIVATE SUPPORT. INCORPORATED IN 1958, THE UNIVERSITY OF ARIZONA FOUNDATION PROVIDES ASSISTANCE TO THE UNIVERSITY OF ARIZONA IN TWO MAIN AREAS: FUND-RAISING AND ASSET MANAGEMENT. 129652860 true true false true true false true false true true true false false true true true false false false true false false false false false false true false true false false false false false false false false true false false false false true true false false false true 405 0 true 186 true true true false false false false true true false false false false false false false false false X 27 26 false false false false false false false true true false true true false true true true true true true true false CA CO DC KY LA ME MD MA MI MN NH NJ NY OR UT AR WI X RITA WILLIAMS 5206213027 1111 NORTH CHERRY AVENUE TUCSON AZ 85721 JOHN MUSIL TREASURER 6.0 0.0 X X 0 0 0 JOHN-PAUL ROCZNIAK PRESIDENT & CEO 40.0 0.0 X X 507584 0 39245 NANCY C BERGE CHAIR 6.0 0.0 X X 0 0 0 PATRICIA A BARTLETT SECRETARY 6.0 0.0 X X 0 0 0 SCOTT O DOUGLAS VICE CHAIR 6.0 0.0 X X 0 0 0 STEVEN W LYNN PAST CHAIR 6.0 0.0 X X 0 0 0 BRADLEY BUTLER DIRECTOR 2.0 0.0 X 0 0 0 BRIAN H FRANKE DIRECTOR 2.0 0.0 X 0 0 0 CHAD BECKER DIRECTOR 2.0 0.0 X 0 0 0 CYNTHIA L KLINGBERG DIRECTOR 2.0 0.0 X 0 0 0 DAISY M JENKINS DIRECTOR 2.0 0.0 X 0 0 0 DON A ARIPOLI DIRECTOR 2.0 0.0 X 0 0 0 ERIC SCHECHTER DIRECTOR 2.0 0.0 X 0 0 0 ERIC WEDEL DIRECTOR 2.0 0.0 X 0 0 0 FRANCISCO AGUILAR DIRECTOR 2.0 0.0 X 0 0 0 GAIN S JUE DIRECTOR 2.0 0.0 X 0 0 0 GINNY L CLEMENTS DIRECTOR 2.0 0.0 X 0 0 0 GREG BOYCE DIRECTOR 2.0 0.0 X 0 0 0 HEATHER LENKIN DIRECTOR 2.0 0.0 X 0 0 0 JOAN STEVIE ELLER DIRECTOR 2.0 0.0 X 0 0 0 JOHN H PAYNE DIRECTOR 2.0 0.0 X 0 0 0 JOHN WEST DIRECTOR 2.0 0.0 X 0 0 0 KERRY STRATFORD DIRECTOR 2.0 0.0 X 0 0 0 MARIANNE CRACCHIOLO MAGO DIRECTOR 2.0 0.0 X 0 0 0 MICHAEL S LEE DIRECTOR 2.0 0.0 X 0 0 0 RICHARD H SILVERMAN DIRECTOR 2.0 0.0 X 0 0 0 ROBERT C ROBBINS DIRECTOR 2.0 0.0 X 0 0 0 J CRAIG BARKER SR VP, FINANCIAL SERVICES & CFO 40.0 0.0 X 278264 0 28746 ANDREA L MILLER SR VP, CONSTITUENT RELATIONS 40.0 0.0 X 251645 0 26691 BRAD D TERRY VP & GENERAL COUNSEL 40.0 0.0 X 194891 0 37622 RITA M WILLIAMS VP, FINANCIAL SERVICES 40.0 0.0 X 229184 0 32242 VICKI B FLEISCHER SR VP, DEVELOPMENT 40.0 0.0 X 283184 0 21728 ANNE B BARRETT SR DIRECTOR DEVELOPMENT 40.0 0.0 X 175284 0 33470 CONSTANCE L COLLINS ASSOC VP, FOUNDATION RELATIONS 40.0 0.0 X 191067 0 16617 DEBORAH L KESSLER ASST VP PRIN GIVING REGIONAL DEV 40.0 0.0 X 168954 0 35992 MARIA A VEGA ASSOC VP, CITO 40.0 0.0 X 187401 0 21845 TILGHMAN H MOYER EXEC DIRECTOR DEVELOPMENT 40.0 0.0 X 175772 0 36211 2643230 0 330409 28 false true false CONCORD GENERAL CONTRACTING INC 2240 W BROADWAY ROAD MESA AZ 852021858 CONSTRUCTION CONTRACTING SERVICES 2646968 FUND EVALUATION GROUP LLC PO BOX 639176 CINCINNATI OH 452639176 INVESTMENT CONSULTING 1058472 ERNST AND YOUNG LLP PO BOX 773712 CHICAGO IL 606773712 PROFESSIONAL SERVICES 629073 ADVENT LLC 3011 ARMORY DRIVE NASHVILLE TN 372043751 CAMPAIGN CONSULTANTS 480362 BLACKBAUD INC PO BOX 830413 PHILADELPHIA PA 191820413 APPLICATION MAINTENANCE AND SERVICES 473787 33 144281697 13694173 144281697 CONFERENCES & SEMINARS 611710 2177012 2177012 OTHER PROFESSIONAL SERVICES 541900 7849211 7849211 0 0 0 0 10026223 50522049 50522049 24106 24106 0 0 232171887 211415384 20756503 0 20756503 20756503 K-1 PASSTHROUGH 901101 -982902 -982902 0 0 0 0 -982902 224627676 10026223 -982902 71302658 117674041 117674041 0 0 2026002 867470 1158532 11142982 4051027 7091955 758389 304376 454013 1419451 501314 918137 974398 351208 623190 214032 214032 235476 235476 294500 294500 12428567 12428567 9583954 7851077 278369 1454508 1228123 289429 444327 494367 2357078 290442 1980536 86100 1427314 1069433 7896 349985 5903840 2183513 11266 3709061 270887 270887 301113 301113 Real Property Holding Costs 51722 425 51297 Fees and Charges 227690 195380 32310 0 0 0 0 168519559 129652860 22494541 16372158 3176393 1760683 223740986 267141578 42824010 34298756 0 0 4349030 3306872 1313045 1042158 438757775 501174274 831165749 844181122 0 4317543 3598048 1545295501 1653196619 6303103 5781496 0 240279866 249707447 246582969 255488943 X 21648691 24683370 1277063841 1373024306 1298712532 1397707676 1545295501 1653196619 X 56108117 41904125 982902 X false true X true false X 100548000 142249114 167665686 163906281 144281697 718650778 0 0 100548000 142249114 167665686 163906281 144281697 718650778 58296466 660354312 30236485 33369090 56382508 47022515 50546155 217556753 0 0 0 0 0 0 0 936207531 45968217 0.7054 0.7300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 294500 294500 168225059 168519559 1000000 0 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 0 25000 220000 294500 539500 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 Schedule C, Part II-A, B Line 1b The Foundation incurred $200,000 for lobbying the Department of Education on matters involving the University and its affiliates, and $94,500 for lobbying of the Arizona legislative session on matters involving the university and its affiliates. 1 0 2000000 43714555 true true X X X X false 1207149915 56700760 79925756 18373629 33233711 1292169091 1102980623 69297514 83260794 7739031 40649985 1207149915 1133803500 91828175 -72405451 8195192 42050409 1102980623 866834838 70880287 240968804 6647553 38232876 1133803500 928016739 67141213 -52009727 6629732 69683655 866834838 0.0 1.0 0.0 false false 357898 357898 3273328 2663831 609497 717804 643041 74763 1042158 Private Equity Limited Partnerships 272849260 F Equity Long-Only Hedge Funds 130383850 F Natural Resources Limited Partnerships 107108354 F Equity Long-Only Separate Accounts 106171719 F Multi-Strategy Hedge Funds 73800565 F Redemptions in Process 45017985 F Equity Long/Short Hedge Funds 37639631 F Private Credit Limited Partnerships 36657291 F Private Real Estate Limited Partnerships 34552467 F US FIXED INCOME FUNDS 0 F FIXED INCOME HEDGE FUNDS 0 F 844181122 Trust Liabilities 16995079 Fair value of endowment managed for The University of Arizona 232712368 249707447 X 255147558 41904125 0 41904125 213243433 12367145 0 12367145 225610578 156152414 0 0 156152414 12367145 0 12367145 168519559 Schedule D, Part III, Line 4 Collections of art - description of collections THE CENTER FOR CREATIVE PHOTOGRAPHY IS AN ARCHIVE AND RESEARCH CENTER LOCATED ON THE UNIVERSITY OF ARIZONA CAMPUS. THE CENTER PROMOTES RESEARCH INTO AND APPRECIATION OF THE PHOTOGRAPHIC MEDIUM WHILE SAFEGUARDING ORIGINAL OBJECTS FOR POSTERITY. Schedule D, Part V, Line 4 Intended uses of endowment funds THE PAYOUT FROM THE FOUNDATION ENDOWMENT PROVIDES SCHOLARSHIP, RESEARCH, PROGRAM AND OTHER SUPPORT TO THE UNIVERSITY OF ARIZONA. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, ADDRESSES HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, PRESENTED, AND DISCLOSED IN THE FINANCIAL STATEMENTS. THE GUIDANCE REQUIRES THE ACCOUNTING AND DISCLOSURE OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT OF THE FOUNDATION IS REQUIRED TO ANALYZE ALL OPEN TAX YEARS, AS DEFINED BY THE STATUTE OF LIMITATIONS, FOR ALL MAJOR JURISDICTIONS, WHICH INCLUDE THE FEDERAL AND CERTAIN STATES. THE FOUNDATION HAS HAD NO EXAMINATIONS IN PROGRESS AND NON ARE EXPECTED AT THIS TIME. AS OF JUNE 30, 2024, MANAGEMENT OF THE FOUNDATION HAS REVIEWED ALL OPEN TAX YEARS AND MAJOR JURISDICTIONS AND CONCLUDED THERE IS NO TAX LIABILITY RESULTING FROM UNRECOGNIZED TAX BENEFITS RELATING TO UNCERTAIN INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN FUTURE TAX RETURNS. Europe (Including Iceland and Greenland) 0 0 Investments 56611805 Central America and the Caribbean 0 0 Investments 266773795 0 0 0 0 0 0 323385600 0 323385600 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual true UNIVERSITY OF ARIZONA 1111 N CHERRY AVE TUCSON AZ 85721 742652689 GOVERNMENT 117229102 UNIVERSITY SUPPORT FLOWERS AND BULLETS 2527 E WINCHESTER VIS TUCSON AZ 857132134 811131884 501(C)3 100000 GENERAL SUPPORT HILLEL FDN AT THE UOFA 1245 E 2ND ST TUCSON AZ 857194959 866053800 501(C)3 72996 GENERAL SUPPORT SPECIAL OLYMPICS ARIZONA 2455 N CITRUS RD GOODYEAR AZ 85395 860307564 501(C)3 20000 GENERAL SUPPORT TOHONO O'ODHAM CC HIGHWAY 86 MILE 1255 SELLS AZ 856343129 860931108 501(C)3 20000 GENERAL SUPPORT ARIZONA ALZHEIMERS RESEARCH CENTER INC 4745 N 7TH STREET PHOENIX AZ 850143666 810594797 501(C)3 6599 GENERAL SUPPORT RED STAR INTERNATIONAL INC 1718 E SPEEDWAY BLVD TUCSON AZ 857327271 473724298 501(C)3 15450 GENERAL SUPPORT BANNER HEALTH FOUNDATION 2901 N CENTRAL AVE PHOENIX AZ 850122702 942545356 501(C)3 200394 GENERAL SUPPORT 8 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. FUNDS ARE DEPOSITED IN PURPOSE SPECIFIC ACCOUNTS, WE RELY ON THE EXTENSIVE INTERNAL CONTROL SYSTEM OF THE UNIVERSITY OF ARIZONA FINANCIAL SERVICES OFFICE TO ENSURE CORRECT APPLICATION OF FUNDS ONCE TRANSFERRED TO THE UNIVERSITY. OTHER GRANTS: FUNDS ARE AWARDED SUBJECT TO GRANT AGREEMENTS WHICH REQUIRE PERIODIC REPORTING BACK TO THE FOUNDATION AS TO THE SUCCESSFUL ATTAINMENT/COMPLETION OF THE GOALS AND OBJECTIVES AND THE PROPER USE OF GRANTS FUNDED. X true true X X X X X false false false false false false false false false JOHN-PAUL ROCZNIAK PRESIDENT & CEO 506144 0 0 0 1440 0 23100 0 16145 0 546829 0 0 0 J CRAIG BARKER SR VP, FINANCIAL SERVICES & CFO 276824 0 0 0 1440 0 19736 0 9010 0 307010 0 0 0 VICKI B FLEISCHER SR VP, DEVELOPMENT 281744 0 0 0 1440 0 19736 0 1992 0 304912 0 0 0 ANDREA L MILLER SR VP, CONSTITUENT RELATIONS 250205 0 0 0 1440 0 17765 0 8926 0 278336 0 0 0 RITA M WILLIAMS VP, FINANCIAL SERVICES 227744 0 0 0 1440 0 16367 0 15875 0 261426 0 0 0 BRAD D TERRY VP & GENERAL COUNSEL 193451 0 0 0 1440 0 14283 0 23339 0 232513 0 0 0 CONSTANCE L COLLINS ASSOC VP, FOUNDATION RELATIONS 180835 0 0 0 10232 0 4579 0 12038 0 207684 0 0 0 MARIA A VEGA ASSOC VP, CITO 185351 0 0 0 2050 0 13377 0 8468 0 209246 0 0 0 TILGHMAN H MOYER EXEC DIRECTOR DEVELOPMENT 174332 0 0 0 1440 0 12857 0 23354 0 211983 0 0 0 ANNE B BARRETT SR DIRECTOR DEVELOPMENT 174674 0 0 0 610 0 13080 0 20390 0 208754 0 0 0 DEBORAH L KESSLER ASST VP PRIN GIVING REGIONAL DEV 165514 0 2000 0 1440 0 12658 0 23334 0 204946 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees MEMBERSHIP AT A COUNTRY CLUB LOCATED IN TUCSON, AZ PROVIDES IMPORTANT INTERACTION WITH DONORS AND KEY CONSTITUENTS. AS A RESULT, THE FOUNDATION PAID FOR DUES AND BUSINESS RELATED EXPENSES FOR THE FOLLOWING OFFICER: JOHN-PAUL ROCZNIAK. X 124 12723924 Market value X CRYPTOCURRENCY - 4 970249 Market value 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions THE FOUNDATION USES THE GIVING BLOCK TO RECEIVE AND SELL GIFTS OF CRYPTOCURRENCIES. Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. Other - CRYPTOCURRENCY - COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. Form 990, Part VI, Line 1a Delegate broad authority to a committee THE BOARD OF TRUSTEES HAS APPOINTED AN EXECUTIVE COMMITTEE WHICH IS COMPRISED OF THE CHAIR OF THE BOARD, THE VICE CHAIR, THE PRESIDENT OF THE CORPORATION AND THE UNIVERSITY OF ARIZONA, THE SENIOR VICE PRESIDENT OF FINANCE OF THE CORPORATION AND UNIVERSITY OF ARIZONA, THE SECRETARY AND THE TREASURER. IN ADDITION, THE BOARD OF TRUSTEES MAY DESIGNATE ONE OR MORE AT-LARGE EXECUTIVE COMMITTEE MEMBERS. TO THE EXTENT PROVIDED IN THE EXECUTIVE COMMITTEE CHARTER, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE REPORTS TO THE BOARD OF TRUSTEES AT EACH OF ITS MEETINGS AND PROVIDES THE BOARD OF TRUSTEES WITH ALL INFORMATION NECESSARY FOR THE BOARD OF TRUSTEES TO CARRY OUT ITS GENERAL DUTY OF OVERSIGHT. Form 990, Part VI, Line 11b Review of form 990 by governing body MANAGEMENT PREPARED THE FORM 990. WE ENGAGED AN INTERNATIONAL PUBLIC ACCOUNTING FIRM TO REVIEW OUR INTERNALLY-PREPARED FORM 990. AFTER THE INTERNATIONAL PUBLIC ACCOUNTING FIRM COMPLETED THEIR REVIEW, MANAGEMENT REVIEWED THE FINAL DRAFT, WHICH WAS THEN SUBMITTED FOR REVIEW BY OUR AUDIT COMMITTEE BEFORE THE FORM WAS FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy EACH MEMBER OF THE BOARD OF TRUSTEES AND EACH OFFICER-EMPLOYEE OF THE FOUNDATION IS ANNUALLY PROVIDED WITH A CONFLICT OF INTEREST ACKNOWLEDGEMENT AND DISCLOSURE STATEMENT. SUCH INDIVIDUALS ARE REQUIRED TO REVIEW THESE DOCUMENTS, COMPLETE THEM, AND RETURN THEM TO OUR IN-HOUSE LEGAL COUNSEL FOR REVIEW. ANY CONFLICTS WHICH PRESENT THEMSELVES DURING THE YEAR ARE REVIEWED BY MANAGEMENT AND SUBMITTED TO THE BOARD FOR RESOLUTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE FOUNDATION HAS A COMPENSATION COMMITTEE COMPRISED ONLY OF INDEPENDENT TRUSTEES; CONTEMPORANEOUS MINUTES ARE KEPT OF THEIR MEETINGS AND DECISIONS. THE COMMITTEE ENGAGES A COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY DATA AND OTHER GUIDANCE. THE PROCESS WAS LAST COMPLETED AUGUST 5, 2024. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE FOUNDATION HAS A COMPENSATION COMMITTEE COMPRISED ONLY OF INDEPENDENT TRUSTEES; CONTEMPORANEOUS MINUTES ARE KEPT OF THEIR MEETINGS AND DECISIONS. THE COMMITTEE ENGAGES A COMPENSATION CONSULTANT TO PROVIDE COMPARABILITY DATA AND OTHER GUIDANCE. DEPENDING ON THE INDIVIDUAL, THE PROCESS WAS LAST COMPLETED AUGUST 5, 2024. Form 990, Part VI, Line 19 Required documents available to the public THE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR AUDITED FINANCIAL STATEMENTS PUBLICLY AVAILABLE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances K-1 FLOW THROUGH OF UNRELATED BUSINESS INCOME/LOSS - 982902; CHARITABLE REMAINDER TRUSTS (46) TRUST AZ UNIVERSITY OF ARIZONA FOUNDATION false false false false false false false false false false false false false false false false false false false false