2024-04-25T13:51:11-05:00 2023-08-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-09-01 746056794 The University of Texas Law School Foundation UNIV 5122321493 727 East Dean Keeton St Austin TX 78705 Susan Hartenstein Executive Director 5122321493 2024-04-25 1 Susan Hartenstein 999009999 0 Barbara Murphy P01386215 7134395739 2024-04-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Susan Hartenstein 727 East Dean Keeton St Austin TX 78705 47668262 0 X www.utlsf.org X 1952 TX Provide support to the University of Texas School of Law. 35 35 2 60 55033 0 13168328 9907875 0 0 8599106 6444776 669773 592922 22437207 16945573 9872538 12618400 0 0 332712 350292 0 0 196403 1013501 1030797 11218751 13999489 11218456 2946084 263458115 277117027 2223166 1369911 261234949 275747116 The mission of the Law School Foundation is the development, management, and enhancement of the financial and administrative resources which support the University of Texas School of Law. 0 0 12662035 12618400 Over the past 10 years, the Foundation has provided approximately $90 million of financial support to the Law School. This support is provided through endowments and other designated gifts, as well as support provided from funds of the Foundation itself. Many different initiatives are funded through this support such as student scholarships and fellowships, faculty chairs and professorships, and programs such as the Pro Bono program, and the Center for Women in Law. 12662035 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 9 0 1 2 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Susan Hartenstein 5122321493 727 E Dean Keeton St Austin TX 78705 S Jack Balagia Jr Chair 2.00 0.00 X X 0 0 0 Susan L Blount Vice Chair 1.00 0.00 X X 0 0 0 T Del Williams Vice Chair 1.00 0.00 X X 0 0 0 Marilyn Aboussie Trustee 0.50 0.00 X 0 0 0 Ruth K Agather Trustee 0.50 0.00 X 0 0 0 Scott J Atlas Trustee 0.50 0.00 X 0 0 0 Douglas Y Bech Trustee 0.50 0.00 X 0 0 0 David J Beck Trustee 0.50 0.00 X 0 0 0 Laura H Beckworth Trustee 0.50 0.00 X 0 0 0 Alfred H Bennett Trustee 0.50 0.00 X 0 0 0 Bruce A Broillet Trustee 0.50 0.00 X 0 0 0 Stephen L Burns Trustee 0.50 0.00 X 0 0 0 Parker C Folse Trustee 0.50 0.00 X 0 0 0 Robin C Gibbs Trustee 0.50 0.00 X 0 0 0 Rene Gonzalez Trustee 0.50 0.00 X 0 0 0 Michelle P Goolsby Trustee 0.50 0.00 X 0 0 0 John A Guerra Trustee 0.50 0.00 X 0 0 0 Ricardo H Hinojosa Trustee 0.50 0.00 X 0 0 0 Kay Bailey Hutchison Trustee 0.50 0.00 X 0 0 0 Wallace B Jefferson Trustee 0.50 0.00 X 0 0 0 Arleas Upton Kea Trustee 0.50 0.00 X 0 0 0 Tracey A Kennedy Trustee 0.50 0.00 X 0 0 0 JoAnn Lee Trustee 0.50 0.00 X 0 0 0 Joe R Long Trustee 0.50 0.00 X 0 0 0 Kimberly Lubel Trustee 0.50 0.00 X 0 0 0 John H Massey Trustee 0.50 0.00 X 0 0 0 David R McAtee II Trustee 0.50 0.00 X 0 0 0 Brian T McLaughlin Trustee 0.50 0.00 X 0 0 0 Wilson S Neely Trustee 0.50 0.00 X 0 0 0 Milam F Newby Trustee 0.50 0.00 X 0 0 0 Harry M Reasoner Trustee 0.50 0.00 X 0 0 0 Ann B Stern Trustee 0.50 0.00 X 0 0 0 Lisa S Tsai Trustee 0.50 0.00 X 0 0 0 Robert C Walters Trustee 0.50 0.00 X 0 0 0 William O Whitehurst Trustee 0.50 0.00 X 0 0 0 Susan Hartenstein Executive Director 40.00 0.00 X 216594 0 26880 216594 0 26880 1 0 1 0 Prime Bucholz 273 Corporate Dr Portsmouth NH 03801 Investment advisor 387820 David Adickes 1904 Bissonnet Street Houston TX 77005 Design/construction of statues 125000 2 9907875 191441 9907875 3740422 -124716 3865138 361725 361725 359737 128540 231197 231197 231197 33298503 30594149 2704354 2704354 179749 2524605 16945573 0 55033 6982665 12618400 12618400 243474 243474 63402 63402 16451 16451 9181 9181 17784 17784 27448 27448 518400 518400 177873 2873 175000 51736 30333 21403 80000 80000 3369 3369 94823 94823 33513 33513 Student recruitment 43635 43635 13999489 12662035 1141051 196403 1091211 854893 3378506 4139509 17264 45923 6930147 6930147 6930147 149084867 153174484 84054123 92224697 3659118 3659118 15242879 16088256 263458115 277117027 29095 17967 2152799 1311672 41272 40272 2223166 1369911 X 7229396 8845231 254005553 266901885 261234949 275747116 263458115 277117027 X 2946084 10720706 845377 X 0 1 X 1 0 X 8674698 5366977 5188530 13168328 9907875 42306408 8674698 5366977 5188530 13168328 9907875 42306408 6760017 35546391 7642507 3400268 3285835 4319483 4461884 23109977 65416385 207871 0.54340 0.53650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 243437965 5861924 16737590 8948412 254936268 271144985 7151621 -27399136 7459505 243437965 217748650 4953261 55675815 6525682 707059 271144985 196267103 6953293 20458823 5183930 746639 217748650 191107732 7161099 4209923 5511972 699679 196267103 0.73650 0.26350 0 0 6930147 6930147 6930147 Common trust fund 5254963 F Hedge funds 56002207 F Private equity 10723547 F Venture capital 20243980 F 92224697 Beneficial interest in trust 16088256 16088256 27993256 10720706 845377 11566083 16427173 518400 518400 16945573 13481089 0 13481089 518400 518400 13999489 Part V, Line 4: The Foundation manages approximately 754 individual endowment funds. These funds are restricted for purposes such as chairs, scholarships, faculty development & excellence, professorships, library, advocacy, lectureships, and various other purposes. Part XI, Line 2d - Other Adjustments: Change in value of beneficial interest 845,377. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investment 39389818 Europe (Including Iceland & Greenland) 0 0 Investment 101045 0 0 0 0 0 0 39490863 0 39490863 1 0 1 1 1 0 Part III Accounting Method: 1 The University of Texas School of Law 727 East Dean Keeton St Austin TX 78705 746000203 Gov 12618400 0 Faculty, program and student support 1 0 Part I, Line 2: The Foundation's Executive Director works closely with the University of Texas Law School to determine needs and monitor the use of funds. X X 0 0 0 0 0 0 0 0 0 Susan Hartenstein Executive Director 211594 0 5000 0 0 0 26880 0 0 0 243474 0 0 0 X 22 191441 FMV 0 1 1 Part I, Line 32b: Stock gifts are received by our investment advisory firm and are sold upon receipt. Form 990, Part VI, Section A, line 4 The articles of incorporation were amended to reflect the Foundation's current classification as a public charity and to add a provision for amending articles of incorporation. The bylaws were amended to clarify the title of officers and the responsiblities of those officers as well as changing the term of offices from one year to two years; changes also formalized the process of amending the bylaws and denoted the committees of the Foundation and their responsibilities. Form 990, Part VI, Section B, line 11b The Foundation's officers and Executive Director review the draft. After any changes are made to the draft, it is sent electronically to the audit committee members. Comments and/or questions are addressed before providing a complete copy to the entire Board and finalizing the return. Form 990, Part VI, Section B, line 12c All Trustees are provided with the conflict of interest policy and are required to sign the certification on an annual basis. Form 990, Part VI, Section B, line 15a The Board draws upon its nonprofit experience, business experience, discussions with other organizations, and other comparative sources to determine compensation for the Executive Director. Form 990, Part VI, Section C, line 19 The Foundation makes its governing documents, conflict of interest policy, and financial statements available upon request. Form 990, Part XI, line 9: Change in value of beneficial interest 845,377. Form 990, Part XI, Line 4 The Foundation's audited financial statements for the year ended 8/31/2023 contain a restatement, reporting a grants payable beginning balance of $2,152,799. Part X, Column (A), Lines 18 and 28 have been restated to match the beginning balances from the 8/31/2023 audited financial statements. UTLSF Holdings LLC 727 E Dean Keeton St Austin TX 78705 Holding Company TX 0 0 University of Texas Law School Foundation The University of Texas 1 University Station Austin TX 78712 746000203 Education TX Gov Line 6 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0