2026-05-06T10:31:07-05:00 2025-06-30 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2024-07-01 237133957 THE ULI FOUNDATION ULIF 2026247000 2001 L STREET NW SUITE 200 WASHINGTON DC 20036 LEO GONZALEZ CFO 2026247000 2026-05-05 1 0 MEREDITH BELL P01696827 8042822121 2026-05-05 2024 2025-03-06 01:10:19Z ULIF ULI FOUNDATION ANGELA CAIN 2001 L STREET NW SUITE 200 WASHINGTON DC 20036 38072568 0 X FOUNDATION.ULI.ORG X 1970 DC THE ULI FOUNDATION SUPPORTS THE MISSION OF THE URBAN LAND INSTITUTE BY PROVIDING AN ASSURED SOURCE OF FUNDING FOR ULI'S CORE RESEARCH, EDUCATION, AND PUBLIC SERVICE ACTIVITIES. 15 14 0 50 0 0 10868755 9233271 29000 411355 1561881 1844614 0 0 12459636 11489240 9936764 9374401 0 0 0 0 0 0 1806588 1838533 2454304 11775297 11828705 684339 -339465 93149599 93053912 6309897 2729182 86839702 90324730 THE ULI FOUNDATION SUPPORTS THE MISSION OF THE URBAN LAND INSTITUTE BY PROVIDING AN ASSURED SOURCE OF FUNDING FOR ULI'S CORE RESEARCH, EDUCATION, AND PUBLIC SERVICE ACTIVITIES. 0 0 9374401 9374401 411355 PRIMARILY GRANTS TO THE URBAN LAND INSTITUTE:SUPPORTS RESEARCH AND EDUCATION ACTIVITIES OF THE INSTITUTE - A RELATED ORGANIZATION. 9374401 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MS MN MO MT NC ND NE NJ NH NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY X X LEO GONZALEZ CFO 2026247000 2001 L STREET NW SUITE 200 WASHINGTON DC 20036 ANGELA CAIN GLOBAL CEO 2.00 36.00 X X 0 222791 5918 FARON HILL CHAIRMAN 2.00 2.00 X X 0 0 0 JIM KLINGBEIL CHAIRMAN EMERITUS 2.00 0.00 X X 0 0 0 DIANE HOSKINS ULI GLOBAL CHAIR 2.00 2.00 X X 0 0 0 DOUGLAS ABBEY ULIF CAMPAIGN CO-CHAIR 2.00 0.00 X X 0 0 0 TOM TOOMEY ULIF CAMPAIGN CO-CHAIR 2.00 0.00 X X 0 0 0 TYLER HIGGINS ULIF ANNUAL FUND CHAIR 2.00 0.00 X X 0 0 0 CHRISTIAN SCHEDE ULI CHARITABLE TRUST CHAIR 2.00 2.00 X X 0 0 0 FRANZ COLLOREDO-MANSFELD TREASURER 2.00 0.00 X X 0 0 0 MARTY BURGER AT-LARGE MEMBER 2.00 0.00 X 0 0 0 ROBERT BYRON AT-LARGE MEMBER 2.00 0.00 X 0 0 0 MAGGIE COLEMAN AT-LARGE MEMBER 2.00 0.00 X 0 0 0 MARY HAGER AT-LARGE MEMBER 2.00 0.00 X 0 0 0 BRUCE H ETKIN MEMBER 2.00 0.00 X 0 0 0 MARK GIBSON MEMBER 2.00 0.00 X 0 0 0 JANICE PERIQUET PRESIDENT (THRU 12/2/2024) 38.00 0.00 X 0 422489 19530 0 645280 25448 0 0 1 0 0 1477996 7755275 135780 9233271 REGISTRATION FEES 900099 411355 411355 411355 269593 269593 28158349 26583328 1575021 1575021 1575021 11489240 411355 0 1844614 9320103 9320103 54298 54298 40411 40411 170974 170974 538328 194135 344193 26788 853 25935 18946 9978 8968 268964 16951 252013 283653 27751 255902 12145 12145 ULI SERVICES 963647 158025 805622 BAD DEBTS 75000 75000 CREDIT CARD FEES 27696 8 27688 27752 16485 11267 11828705 9374401 647716 1806588 1047870 1057462 28625966 30606636 36435 30345 18236 6090 4482707 6388046 58974820 54995678 93149599 93053912 6309897 2729182 6309897 2729182 X 16867723 13176868 69971979 77147862 86839702 90324730 93149599 93053912 -339465 3824493 0 X X 0 1 X 1 0 X 11945338 22916762 14394677 10868755 9233271 69358803 11945338 22916762 14394677 10868755 9233271 69358803 28241612 41117191 706855 1087261 341934 287262 269593 2692905 2355 0 2355 72054063 440355 0.57060 0.58530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64441108 4584656 3569978 3433648 69162094 56142305 6995199 4406943 3103339 64441108 46444657 8897448 2468265 1668065 56142305 42375458 7052344 -1921601 1061544 46444657 36567535 747289 7313220 2252586 42375458 0.00000 0.21360 0.78640 0 0 36435 30345 6090 6090 54995678 F 54995678 DUE TO THE URBAN LAND INSTITUTE 1941245 REFUNDABLE ADVANCES 787937 2729182 15088461 3824493 3824493 11263968 170974 54298 225272 11489240 11603433 0 11603433 170974 54298 225272 11828705 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS AT JUNE 30, 2025 REPRESENT ENDOWMENT NET ASSETS THAT ARE NOT AVAILABLE FOR USE BY ULIF. EARNINGS ON THE ENDOWMENT FUNDS ARE EITHER TEMPORARILY RESTRICTED FOR SPECIFIED ULI PROGRAMS OR ARE AVAILABLE FOR GENERAL OPERATIONS AS SPECIFIED BY THE DONORS. TEMPORARILY RESTRICTED NET ASSETS ARE FUNDS RESTRICTED FOR SPECIFIED ULI PROGRAMS. THE ENDOWMENT FUND PRESENTATION HAS BEEN REVISED TO BE CONSISTENT WITH THE AUDITED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: PASSTHROUGH GRANT FROM ULI REPORTED IN PART VIII, LINE 1D 54,298. PART XII, LINE 4B - OTHER ADJUSTMENTS: PASSTHROUGH GRANT FROM ULI RECLASSED TO REVENUE 54,298. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 7557501 0 0 0 0 0 0 7557501 0 7557501 1 0 1 1 1 0 1 URBAN LAND INSTITUTE 2001 L STREET NW STE 200 WASHINGTON DC 20036 530159845 501(C)(3) 9320103 0 SUPPORT OF CHARITABLE ACTIVITIES 1 0 STUDENT FELLOWSHIP-ULI MEMBERSHIP AND EXP REIMB TO ATTEND ULI EVENTS 18 54298 PART I, LINE 2: STUDENTS MUST BE ENROLLED IN REAL ESTATE RELATED PROGRAMS WITH SELECT UNIVERSITIES (E.G., BERKELEY, PENN STATE, COLORADO, AND CORNELL). THEY SUBMIT THEIR APPLICATIONS TO THOSE UNIVERSITIES AND THE UNIVERSITIES SELECT THEIR PICKS TO THE FOUNDATION FOR PARTICIPATION IN THE FELLOWSHIP PROGRAM. 0 0 0 0 0 0 0 0 0 JANICE PERIQUET PRESIDENT (THRU 12/2/2024) 0 359398 0 62125 0 966 0 1489 0 18041 0 442019 0 0 ANGELA CAIN GLOBAL CEO 0 222494 0 0 0 297 0 1082 0 4836 0 228709 0 0 PART I, LINE 3 THE ULI FOUNDATION DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS. ALL OFFICERS SERVE ON THE FOUNDATION'S BOARD WITHOUT COMPENSATION. ALL PART II IS PAID BY A RELATED ORGANIZATION OF THE FOUNDATION THE URBAN LAND INSTITUTE (ULI), COMPENSATION DETERMINATION PROCESS IS AS FOLLOWS: ULI RETAINS AN INDEPENDENT, OUTSIDE COMPENSATION CONSULTANT TO REVIEW THE COMPENSATION FOR ITS KEY EXECUTIVES. AS PART OF THIS PROCESS, THE CONSULTANT IDENTIFIES COMPARABLE ORGANIZATIONS AND OBTAINS THE MOST CURRENT COMPENSATION DATA AVAILABLE FOR THEM. THE CONSULTANT SUBSEQUENTLY PREPARES A DETAILED WRITTEN REPORT THAT COMPARES ULI'S CURRENT EXECUTIVE COMPENSATION AGAINST SIMILAR POSITIONS IN LIKE ORGANIZATIONS. THE WRITTEN REPORT ALSO DESCRIBES THE STUDY METHODOLOGY AND STATES THE CONSULTANT'S OPINION REGARDING THE REASONABLENESS OF ULI'S EXECUTIVE COMPENSATION RELATIVE TO THE IDENTIFIED MARKET COMPARABLE. THE COMPENSATION INFORMATION SHOWN IN PART VII OF THE FORM 990, AS WELL AS SCHEDULE J, IS PRESENTED ON A CALENDAR YEAR BASIS IN ACCORDANCE WITH IRS FORM 990 FILING INSTRUCTIONS. X 5 135780 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IS PART I, COLUMN B REPRSENTS THE TOTAL NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS FOR MAKING THE FINAL 990 AVAILABLE TO THE VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO ITS BEING FILED WITH THE IRS: - EXTERNAL AUDITORS REVIEW THE FORM 990 WITH THE AUDIT COMMITTEE. - THE FINAL FORM 990 IS HOUSED IN A SECURE AREA OF THE ULF WEBSITE. - NOTICE OF THE LOCATION OF THE FORM 990 IS EMAILED TO MEMBERS OF THE BOARD OF DIRECTORS AND THEY ARE ADVISED THAT THEY HAVE TWO WEEKS IN WHICH TO REVIEW AND PROVIDE ANY COMMENTS TO ULI MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS THE TRUSTEES ARE SENT A COMMUNICATION REQUESTING THAT THEY IDENTIFY ANY RELATIONSHIPS DEFINED AS A CONFLICT. RESPONSES ARE SUBMITTED TO THE CFO. FORM 990, PART VI, SECTION C, LINE 19 ULI FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS NOR ITS CONFLICT OF INTEREST POLICY, AVAILABLE TO THE GENERAL PUBLIC AS FEDERAL TAX LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE PUBLICLY AVAILABLE. THE AUDITED FINANCIALS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED SINCE THE PRIOR TAX YEAR. URBAN LAND INSTITUTE 2001 L STREET SUITE 200 WASHINGTON DC 20036 530159845 PROFESSIONAL MEMBERSHIP ASSOCIATION DC 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0