Form 990 for tax year 2022
Filed by UNIVERSITY OF MINNESOTA FOUNDATION.
Totals
- Total revenue
- $428,104,208
- Total expenses
- $329,663,282
- Contributions and grants received
- $264,630,179
- Grants paid
- $262,653,447
- Program service revenue
- $0
- Investment income
- $161,229,914
- Other revenue
- $2,244,115
- Total assets, end of year
- $4,484,124,199
- Total liabilities, end of year
- $469,904,567
- Net assets or fund balances, end of year
- $4,014,219,632
- Program services expenses (Part IX)
- $262,653,447
- Management and general expenses
- $27,632,911
- Fundraising expenses
- $39,376,924
- Program service expenses (Part III)
- $262,653,447
Program services were 79.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$800,255
-
1d · Related organizations
$650,669
-
1f · All other contributions, gifts and grants
$263,179,255
-
1g · Noncash contributions included above
$26,587,753
-
3 · Investment income
total $48,944,590 · unrelated business $5,803,449 · excluded $43,141,141
-
5 · Royalties
total $54,948 · excluded $54,948
-
6a · Gross rents
real property $6,347,092
-
6b · Less rental expenses
real property $7,168,486
-
6c · Rental income or loss
real property -$821,394
-
6d · Net rental income or loss
total -$821,394 · excluded -$821,394
-
7a · Gross sales of assets other than inventory
securities $1,824,239,045
-
7b · Less cost or other basis and sales expenses
securities $1,711,953,721
-
7c · Gain or loss
securities $112,285,324
-
7d · Net gain or loss
total $112,285,324 · excluded $112,285,324
-
8a · Fundraising events: gross income
$2,268,856
-
8a · Fundraising events: contributions included on line 1c
$800,255
-
8b · Fundraising events: direct expenses
$1,783,250
-
8c · Net income from fundraising events
total $485,606 · excluded $485,606
-
11a · Other revenue: DEV. SERVICES CONTRACT
total $2,500,000 · excluded $2,500,000
-
11b · Other revenue: UBIT REFUNDS
total $24,955 · excluded $24,955
-
11e · Other revenue, total
$2,524,955
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $262,653,447 · program services $262,653,447
-
5 · Compensation of officers, directors and key employees
total $3,562,354 · management and general $1,542,279 · fundraising $2,020,075
-
7 · Other salaries and wages
total $23,648,865 · management and general $6,308,183 · fundraising $17,340,682
-
9 · Other employee benefits
total $8,638,534 · management and general $2,289,091 · fundraising $6,349,443
-
11b · Fees: legal
total $323,436 · management and general $323,436
-
11c · Fees: accounting
total $281,434 · management and general $281,434
-
11f · Fees: investment management
total $8,169,503 · management and general $8,169,503
-
11g · Fees: other
total $2,862,562 · management and general $1,885,907 · fundraising $976,655
-
12 · Advertising and promotion
total $199,543 · management and general $1,172 · fundraising $198,371
-
13 · Office expenses
total $920,607 · management and general $329,971 · fundraising $590,636
-
14 · Information technology
total $796,675 · management and general $557,920 · fundraising $238,755
-
16 · Occupancy
total $2,038,447 · management and general $2,038,447
-
17 · Travel
total $476,042 · management and general $61,295 · fundraising $414,747
-
19 · Conferences, conventions and meetings
total $470,531 · management and general $69,670 · fundraising $400,861
-
22 · Depreciation, depletion and amortization
total $249,786 · management and general $249,786
-
23 · Insurance
total $258,985 · management and general $258,985
-
24a · Other expenses: PROFESSIONAL DEVELOPMEN
total $7,380,703 · fundraising $7,380,703
-
24b · Other expenses: UBI TAX
total $2,821,115 · management and general $2,821,115
-
24c · Other expenses: PRINTING & PUBLICATIONS
total $1,768,547 · management and general $3,139 · fundraising $1,765,408
-
24d · Other expenses: DONOR CULTIVATION
total $1,375,400 · management and general $2,125 · fundraising $1,373,275
-
24e · All other expenses
total $766,766 · management and general $439,453 · fundraising $327,313
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $31,152,183 · end of year $32,180,248
-
2 · Savings and temporary cash investments
beginning of year $641,773,925 · end of year $940,591,346
-
3 · Pledges and grants receivable
beginning of year $224,690,411 · end of year $200,826,171
-
10a · Land, buildings and equipment: cost or other basis
$70,525,586
-
10b · Land, buildings and equipment: accumulated depreciation
$25,425,111
-
10c · Land, buildings and equipment, net
beginning of year $45,898,266 · end of year $45,100,475
-
11 · Investments: publicly traded securities
beginning of year $861,127,433 · end of year $766,924,392
-
12 · Investments: other securities
beginning of year $2,365,461,862 · end of year $2,393,982,710
-
14 · Intangible assets
beginning of year $53,161 · end of year $53,161
-
15 · Other assets
beginning of year $94,140,636 · end of year $104,465,696
-
17 · Accounts payable and accrued expenses
beginning of year $30,952,314 · end of year $31,574,661
-
19 · Deferred revenue
beginning of year $791 · end of year $791
-
21 · Escrow or custodial account liability
beginning of year $355,434,648 · end of year $403,964,684
-
25 · Other liabilities
beginning of year $33,005,730 · end of year $34,364,431
-
27 · Net assets without donor restrictions
beginning of year $234,832,400 · end of year $235,703,581
-
28 · Net assets with donor restrictions
beginning of year $3,610,071,994 · end of year $3,778,516,051
Mission and programs · 2022
Mission
A NON-PROFIT ORGANIZATION WITH THE SOLE PURPOSE OF SUPPORTING THE UNIVERSITY OF MINNESOTA WITH A MISSION TO CONNECT PASSION WITH POSSIBILITY, INSPIRE GENEROSITY, AND SUPPORT GREATNESS AT THE UNIVERSITY OF MINNESOTA.
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $262,653,447 · Grants $262,653,447
As filed on the 2022 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Kathleen M SchmidlkoferKATHLEEN M SCHMIDLKOFER
PRESIDENT/CEO
- Total calculated
- $776,633
- From this org
- $663,238
- From related orgs
- $0
- Other
- $113,395
- Hours/week
- 40 + 0.4 related
Schedule J breakdown matched by us
- Base
- $474,048
- Bonus
- $188,416
- Other
- $774
- Deferred
- $100,500
- Nontaxable benefits
- $12,895
- Filer's total
- $776,633
-
Jacqueline R Williams-RollJACQUELINE R WILLIAMS-ROLL
TRUSTEE/CHAIR
- Total calculated
- $0
- Hours/week
- 0.4
-
Shari L BallardSHARI L BALLARD
TRUSTEE/PAST CHAIR
- Total calculated
- $0
- Hours/week
- 0.4
-
Kenneth C GlaserKENNETH C GLASER
TRUSTEE/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.4
-
Roger J SitROGER J SIT
TRUSTEE/TREASURER
- Total calculated
- $0
- Hours/week
- 0.4
-
Thomas G OlsonTHOMAS G OLSON
TRUSTEE/SECRETARY
- Total calculated
- $0
- Hours/week
- 0.4
-
Blythe A BrendenBLYTHE A BRENDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Dorothy J BridgesDOROTHY J BRIDGES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Lynn CaseyLYNN CASEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Rebecca A Crooks-StrattonREBECCA A CROOKS-STRATTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Mary A DavenportMARY A DAVENPORT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Acooa EllisACOOA ELLIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Jeff EttingerJEFF ETTINGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Michael B FitermanMICHAEL B FITERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Joan Ta GabelJOAN TA GABEL
TRUSTEE (UNTIL 6/10/2023)
- Total calculated
- $0
- Hours/week
- 0.4
-
Julie E GilbertJULIE E GILBERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Kurt E HeikkilaKURT E HEIKKILA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Susan S HoffSUSAN S HOFF
TRUSTEE (UNTIL 11/1/2022)
- Total calculated
- $0
- Hours/week
- 0.4
-
Hoyt M HsiaoHOYT M HSIAO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Douglas A HuebschDOUGLAS A HUEBSCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Michael H JohnsonMICHAEL H JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Russell HufferRUSSELL HUFFER
TRUSTEE (UNTIL 11/1/2022)
- Total calculated
- $0
- Hours/week
- 0.4
-
Ruth E JohnsonRUTH E JOHNSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Ezell JonesEZELL JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
James K LeeJAMES K LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Michael P LehanMICHAEL P LEHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Beth Kieffer LeonardBETH KIEFFER LEONARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Ross LevinROSS LEVIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4 + 0.4 related
-
John E LindahlJOHN E LINDAHL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Margaret E LucasMARGARET E LUCAS
TRUSTEE (UNTIL 11/1/2022)
- Total calculated
- $0
- Hours/week
- 0.4
-
Laurie MarshLAURIE MARSH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
David J McMillanDAVID J MCMILLAN
TRUSTEE (UNTIL 7/5/2022)
- Total calculated
- $0
- Hours/week
- 0.4
-
David J MeyerDAVID J MEYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
David C MortensonDAVID C MORTENSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Abdul M Omari PhDABDUL M OMARI PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Richard T Ostlund JDRICHARD T OSTLUND JD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Bethany M OwenBETHANY M OWEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Lynne RedleafLYNNE REDLEAF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Michael F RomanMICHAEL F ROMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Philip E SoranPHILIP E SORAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Ty R SilberhornTY R SILBERHORN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Esta E StecherESTA E STECHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Darrell A ThompsonDARRELL A THOMPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Erik M TorgersonERIK M TORGERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Peter A VorbrichPETER A VORBRICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Bradford W WallinBRADFORD W WALLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Theresa B WardTHERESA B WARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4 + 0.4 related
-
Penny A Wheeler MDPENNY A WHEELER MD
TRUSTEE (UNTIL 5/1/2023)
- Total calculated
- $0
- Hours/week
- 0.4
-
Nancy WiserNANCY WISER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
Christine K SearsonCHRISTINE K SEARSON
VICE PRESIDENT/CFO
- Total calculated
- $414,491
- From this org
- $349,101
- From related orgs
- $0
- Other
- $65,390
- Hours/week
- 40 + 0.4 related
Schedule J breakdown matched by us
- Base
- $292,337
- Bonus
- $55,990
- Other
- $774
- Deferred
- $30,500
- Nontaxable benefits
- $34,890
- Filer's total
- $414,491
-
Pat MasciaPAT MASCIA
UMFREA MANAGING DIRECTOR
- Total calculated
- $573,374
- From this org
- $506,847
- From related orgs
- $0
- Other
- $66,527
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $406,847
- Bonus
- $100,000
- Other
- $0
- Deferred
- $19,775
- Nontaxable benefits
- $46,752
- Filer's total
- $573,374
-
Robert J BurgettROBERT J BURGETT
SENIOR VICE PRESIDENT
- Total calculated
- $487,462
- From this org
- $429,888
- From related orgs
- $0
- Other
- $57,574
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $357,656
- Bonus
- $70,798
- Other
- $1,434
- Deferred
- $46,882
- Nontaxable benefits
- $10,692
- Filer's total
- $487,462
-
Patricia K PorterPATRICIA K PORTER
VICE PRESIDENT
- Total calculated
- $471,900
- From this org
- $399,522
- From related orgs
- $0
- Other
- $72,378
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $331,164
- Bonus
- $67,584
- Other
- $774
- Deferred
- $39,650
- Nontaxable benefits
- $32,728
- Filer's total
- $471,900
-
James G AagaardJAMES G AAGAARD
VICE PRESIDENT
- Total calculated
- $367,856
- From this org
- $307,323
- From related orgs
- $0
- Other
- $60,533
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $253,119
- Bonus
- $51,918
- Other
- $2,286
- Deferred
- $33,788
- Nontaxable benefits
- $26,745
- Filer's total
- $367,856
-
Sarah E YoungermanSARAH E YOUNGERMAN
VICE PRESIDENT
- Total calculated
- $311,152
- From this org
- $256,284
- From related orgs
- $0
- Other
- $54,868
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $212,096
- Bonus
- $43,774
- Other
- $414
- Deferred
- $28,488
- Nontaxable benefits
- $26,380
- Filer's total
- $311,152
-
Carol CuroeCAROL CUROE
VICE PRESIDENT (UNTIL 10/15/2022)
- Total calculated
- $222,327
- From this org
- $202,840
- From related orgs
- $0
- Other
- $19,487
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,030
- Bonus
- $30,805
- Other
- $1,005
- Deferred
- $10,526
- Nontaxable benefits
- $8,961
- Filer's total
- $222,327
-
Catherine McGlinchCATHERINE MCGLINCH
ASSOCIATE VICE PRESIDENT
- Total calculated
- $318,690
- From this org
- $258,750
- From related orgs
- $0
- Other
- $59,940
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $223,366
- Bonus
- $34,610
- Other
- $774
- Deferred
- $30,211
- Nontaxable benefits
- $29,729
- Filer's total
- $318,690
-
Elizabeth PattyELIZABETH PATTY
ASSOCIATE VICE PRESIDENT
- Total calculated
- $311,702
- From this org
- $262,894
- From related orgs
- $0
- Other
- $48,808
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $227,419
- Bonus
- $34,701
- Other
- $774
- Deferred
- $30,290
- Nontaxable benefits
- $18,518
- Filer's total
- $311,702
-
Kristi Flanagan VillarKRISTI FLANAGAN VILLAR
ASSOCIATE VICE PRESIDENT
- Total calculated
- $279,696
- From this org
- $255,286
- From related orgs
- $0
- Other
- $24,410
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $221,786
- Bonus
- $33,320
- Other
- $180
- Deferred
- $22,372
- Nontaxable benefits
- $2,038
- Filer's total
- $279,696
-
Steven M CorkerySTEVEN M CORKERY
ASSOCIATE VICE PRESIDENT
- Total calculated
- $308,533
- From this org
- $252,842
- From related orgs
- $0
- Other
- $55,691
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $219,032
- Bonus
- $33,396
- Other
- $414
- Deferred
- $28,662
- Nontaxable benefits
- $27,029
- Filer's total
- $308,533
-
Travis SmithTRAVIS SMITH
ASSOCIATE VICE PRESIDENT
- Total calculated
- $343,571
- From this org
- $287,899
- From related orgs
- $0
- Other
- $55,672
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $249,110
- Bonus
- $38,519
- Other
- $270
- Deferred
- $25,893
- Nontaxable benefits
- $29,779
- Filer's total
- $343,571
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- THE FOUNDATION PAYS THE SOCIAL CLUB DUES FOR THE MINNEAPOLIS CLUB. THE CLUB MEMBERSHIP IS UNDER THE FOUNDATION CEO'S NAME. THE FOUNDATION USES THE CLUB FOR DONOR CULTIVATION, BOARD MEETINGS, AND EXECUTIVE MEETINGS. THE CEO PAYS FOR HER PERSONAL USAGE OF THE CLUB. THE FOUNDATION MONITORS AND REVIEWS THE PERSONAL USAGE VS. BUSINESS USAGE OF THE CLUB AND APPLIES THE PERSONAL % OF USE TO THE CLUB DUES AND INCLUDES IN THE TAXABLE WAGES OF THE FOUNDATION CEO. THE CLUB EXPENSES ARE REVIEWED BY THE FOUNDATION'S CFO.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
UNIVERSITY OF MINNESOTA
$251,175,356
THE FOUNDATION PROVIDES FUND GRANTS TO AND FOR THE BENEFIT OF THE UNIVERSITY OF MINNESOTA.
-
$6,769,246
FUND GRANTS TO SUPPORT THE UNIVERSITY OF MINNESOTA HOSPITAL AND CLINICAL PROGRAMMING AT M HEALTH FAIRVIEW.
-
MINNESOTA LANDSCAPE ARBORETUM FOUNDATION
$4,284,530
THE MINNESOTA LANDSCAPE ARBORETUM FOUNDATION IS A RECOGNIZED FOUNDATION OF THE UNIVERSITY OF MINNESOTA.
-
UNIVERSITY OF MINNESOTA PHYSICIANS
$213,750
FUND GRANT TO SUPPORT THE UNIVERSITY OF MINNESOTA PHYSICIANS MILL CITY AND BROADWAY CLINICS.
-
FUND GRANT TO SUPPORT THE UNIVERSITY OF MINNESOTA ALUMNI ASSOCIATION.
-
FUND GRANT PER CHARITABLE REMAINDER TRUST AGREEMENT TO MAKE ANNUAL DISTRIBUTION OF ENDOWMENT PAYOUT.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
UNIVERSITY GATEWAY CORPORATION
501(C)(3) · FACILITY TO SUPPORT U OF M · MN · controlled entity
-
UNIVERSITY OF MINNESOTA FOUNDATION INVESTMENT ADVISORS
501(C)(3) · INVESTMENT MANAGEMENT · MN · controlled entity
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
UNIVERSITY OF MINNESOTA FOUNDATION - DINNAKEN HOUSING LLC
REAL ESTATE RENTAL · DE · income $1,048,337 · assets $17,736,429
Directly controlled by UNIVERSITY OF MINNESOTA FOUNDATION
-
ARGYLE HOUSE LLC
REAL ESTATE RENTAL · DE · income $369,822 · assets $9,065,346
Directly controlled by UNIVERSITY OF MINNESOTA FOUNDATION - DINNAKEN HOUSING LLC
-
TARRIE HOUSE
REAL ESTATE RENTAL · DE · income $38,731 · assets $1,870,023
Directly controlled by UNIVERSITY OF MINNESOTA FOUNDATION - DINNAKEN HOUSING LLC
-
FULTON TOWNHOUSE
REAL ESTATE RENTAL · DE · income -$72,093 · assets $861,207
Directly controlled by UNIVERSITY OF MINNESOTA FOUNDATION - DINNAKEN HOUSING LLC
-
STADIUM VILLAGE MALL
REAL ESTATE RENTAL · DE · income -$48,216 · assets $4,924,547
Directly controlled by UNIVERSITY OF MINNESOTA FOUNDATION - DINNAKEN HOUSING LLC
-
UMFREA PV LLC
REAL ESTATE RENTAL · DE · income -$1,493,310 · assets -$6,213,333
Directly controlled by UNIVERSITY OF MINNESOTA FOUNDATION - DINNAKEN HOUSING LLC
-
GO-INNOVATION FINANCE FUND
LOAN PORTFOLIO · AS · income $4,281,113 · assets $38,517,368
Directly controlled by UNIVERSITY OF MINNESOTA FOUNDATION
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
ARTES CAPITAL SMA 1 LLC
INVESTMENT · INVESTMENT · CA · 99.79% owned · share of income $2,292,152 · share of assets $47,798,000
-
BASTION CONSUMER FUNDING III LLC
INVESTMENT · INVESTMENT · CT · 100% owned · share of income $3,662,216 · share of assets $153,296
-
CLEAR HAVEN - UMF FUND LP
INVESTMENT · INVESTMENT · NY · 100% owned · share of income $1,224,739 · share of assets $51,660,136
-
CORRUM CAPITAL UMF LP
INVESTMENT · INVESTMENT · NC · 99.94% owned · share of income -$570,262 · share of assets $33,959,785
-
FIDELIS INVESTORS WH 2021-01 LP
INVESTMENT · INVESTMENT · NJ · 99.84% owned · share of income $5,721,054 · share of assets $78,650,056
-
GO-HIGHMORE TRADE FINANCE FUND LP
INVESTMENT · INVESTMENT · NY · 99.82% owned · share of income $3,201,439 · share of assets $35,733,909
-
HC SMA-I LLC
INVESTMENT · INVESTMENT · NJ · 100% owned · share of income $1,905,412 · share of assets $20,235,583
-
LATERAL UMF FEEDER LLC
INVESTMENT · INVESTMENT · CA · 100% owned · share of income -$149,392 · share of assets $8,251,448
-
LEGALIST DIP SPV II LP
INVESTMENT · INVESTMENT · NV · 89.03% owned · share of income $1,296,118 · share of assets $21,046,341
-
LEGALIST SPV II LP
INVESTMENT · INVESTMENT · NV · 97.66% owned · share of income -$31,743 · share of assets $3,313,402
-
LRC PARTNERS I LLC
INVESTMENT · INVESTMENT · NC · 99.01% owned · share of assets $11,933
-
MHRA LP
INVESTMENT · INVESTMENT · NY · 100% owned · share of income -$20,075 · share of assets $2,404,038
-
MRP SMA II LP
INVESTMENT · INVESTMENT · MN · 100% owned · share of income $7,997,716 · share of assets $48,642,850
-
NORTHLEAF STRATEGIC CAPITAL FUND LP
INVESTMENT · INVESTMENT · CA · 100% owned · share of income $1,389,115 · share of assets $18,974,060
-
OHP SMA 1
INVESTMENT · INVESTMENT · CT · 99.86% owned · share of income $779,316 · share of assets $11,607,794
-
PARK CITIES INSTITUTIONAL FUND I LLC
INVESTMENT · INVESTMENT · TX · 100% owned · share of income -$5,112 · share of assets $105,525
-
PC ABL SMA 1 LP
INVESTMENT · INVESTMENT · CA · 100% owned · share of income $2,624,190 · share of assets $31,752,526
-
POST ROAD SPECIALTY LENDING FUND (UMINN) LP
INVESTMENT · INVESTMENT · CT · 96.91% owned · share of income $677,865 · share of assets $6,834,891
-
PSC US WOLVERINE LLC CO POLLEN STREET CAPITAL
INVESTMENT · INVESTMENT · TX · 76.5% owned · share of income $2,326,626 · share of assets $7,720,444
-
PSF VIKING LENDING LLC
INVESTMENT · INVESTMENT · TX · 99.22% owned · share of income $2,553,471 · share of assets $31,440,730
-
RIVONIA ROAD UMFIA LLC
INVESTMENT · INVESTMENT · CA · 97.57% owned · share of income $386,313 · share of assets $3,789,124
-
SERIES M - VIRAGE CAPITAL PARTNERS II LP
INVESTMENT · INVESTMENT · TX · 51.04% owned · share of income $1,116,264 · share of assets $13,054,816
-
STORMFIELD NORTH STAR FUND LP
INVESTMENT · INVESTMENT · CT · 100% owned · share of income $2,265,961 · share of assets $51,205,993
-
TALLINN CAPITAL ENERGY LIMITED PARTNERSHIP
INVESTMENT · INVESTMENT · CA · 55.37% owned · share of income $814,482 · share of assets $5,740,564
-
TIKOVA SMA I LLC
INVESTMENT · INVESTMENT · CO · 99.99% owned · share of income $379,780 · share of assets $26,997,088
-
TURNING ROCK UMF LLC
INVESTMENT · INVESTMENT · NY · 99.9% owned · share of income $1,273,223 · share of assets $6,759,981
-
VPC INVESTOR FUND M LP
INVESTMENT · INVESTMENT · IL · 99.04% owned · share of income $4,196,514 · share of assets $77,471,856
-
W&D REAL ESTATE OPPORTUNITIES CO-INVEST FUND LP
INVESTMENT · INVESTMENT · CO · 100% owned · share of income $1,080,760 · share of assets $11,752,776
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER ANNUITY TRUSTS (1)
T · TRUST · MN
-
CHARITABLE REMAINDER UNITRUSTS (33)
T · TRUST · MN
-
T · TRUST · MN
-
T · TRUST · MN
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 March 2023
- IRS schema version
- 2022v5.0
- Source object
- 202400869349301710
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.