2024-04-15T15:12:19-05:00 2023-08-31 FORVIS LLP 2700 Post Oak Blvd Ste 1500 HOUSTON TX 77056 990 2022-09-01 237281200 University Of Houston College of Business % LISA AIRHART UNIV 7137437663 4250 Martin Luther King BLVD334 MH Houston TX 77204 LISA AIRHART PRESIDENT 7134994600 2024-07-15 true Leonard Roth XXX-XX-XXXX Amanda Maya P01067777 7134994600 2024-07-15 3 2022 2023-04-26 12:10:37Z LISA AIRHART 4250 MARTIN LUTHER KING BLVD HOUSTON TX 77204 36098230 false X N/A X 1972 TX TO SOLICIT, RECEIVE, OR ACQUIRE REAL PERSONAL PROPERTY & TO ADMINISTER SUCH PROPERTY WITH THE PRIMARY OBJECTIVE OF IMPROVING THE EDUCATIONAL QUALITY PROVIDED BY BAUER COB. 9 9 1 9 0 0 6361359 23744779 1424 4149 2803298 2240213 0 0 9166081 25989141 3772667 3800211 0 0 92912 102551 0 0 0 100865 251961 3966444 4154723 5199637 21834418 59862087 85235601 87899 35695 59774188 85199906 TO SOLICIT, RECEIVE, OR ACQUIRE REAL OR PERSONAL PROPERTY, AND TO ADMINISTER SUCH PROPERTY WITH THE PRIMARY OBJECTIVE OF IMPROVING THE EDUCATIONAL QUALITY PROVIDED BY THE U OF H, C. T. BAUER COLLEGE OF BUSINESS. false false 3970385 3800211 4149 TO APPLY FUNDS AND OTHER RESOURCES IN SUPPORT OF THE UNIVERSITY OF HOUSTON, C. T. BAUER COLLEGE OF BUSINESS, INCLUDING SUPPORTING THE NECESSARY INSTRUCTORS, OTHER EMPLOYEES, AND STUDENTS AND IN PROCURING QUALITY PERSONNEL, MATERIALS, EQUIPMENT, AND OTHER APPARATUS NECESSARY TO THE SUCCESS OF THE UNIVERSITY OF HOUSTON, C. T. BAUER COLLEGE OF BUSINESS. 3970385 true true false false false false false false false true false false false false false false true false false false false false false false false false false true true false false false false false false false false false true false false false false true false false false true 22 0 true 1 true false false false false false false false false false false false false X 9 9 false false false false false true false true true false false true true true true true true true true false X LISA AIRHART 7137434633 4250 MARTIN LUTHER KING BLVD HOUSTON TX 77204 X JIM COPPEDGE DIRECTOR 0.25 0.0 X 0 0 0 SHERRY MENGER SECRETARY/TREASURER 0.25 0.0 X X 0 0 0 CYRIL THECCANAT VICE PRESIDENT 3.0 0.0 X X 0 0 0 CYVIA WOLFF DIRECTOR 0.25 0.0 X 0 0 0 CAROLYN STONE DIRECTOR 0.25 0.0 X 0 0 0 JOHN KING DIRECTOR 0.25 0.0 X 0 0 0 LISA AIRHART PRESIDENT 1.0 0.0 X X 0 0 0 JUDY BOZEMAN DIRECTOR 0.25 0.0 X 0 0 0 RICHARD C KURIGER IV DIRECTOR 0.25 0.0 X 0 0 0 EDGARDO COLON DIRECTOR 0.25 0.0 X 0 0 0 LEONARD ROTH DIRECTOR 0.25 0.0 X 0 0 0 0 0 0 0 false false false 0 23744779 9097438 23744779 Institutes/Department Income 611310 4149 4149 4149 1562574 1562574 0 0 0 0 0 10786728 10109089 677639 677639 677639 0 0 0 0 0 0 0 0 0 0 25989141 4149 0 2240213 3774903 3774903 25308 25308 0 0 0 0 95590 95590 0 0 6961 6961 0 4131 4131 47259 47259 0 0 0 0 0 3253 3253 0 0 0 87728 87728 0 2786 2786 0 0 0 13816 13816 Miscellaneous Exp 92988 82446 10542 4154723 3970385 184338 0 254872 122382 1193507 1568225 7553424 6029804 0 0 0 0 0 0 0 0 0 0 703991 0 0 0 50156293 77515190 0 0 0 0 0 0 0 0 59862087 85235601 87899 35695 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 87899 35695 X 8064540 9149119 51709648 76050787 59774188 85199906 59862087 85235601 21834418 3591300 X false true X true false X 2236380 2713546 2958846 3331359 23744779 34984910 613341 1409288 889765 1424 4149 2917967 0 0 1424 1424 1424 1424 4149 9845 2851145 4124258 3850035 3334207 23753077 37912722 1825000 1825000 1825000 1843000 14791739 22109739 0 1825000 1825000 1825000 1843000 14791739 22109739 15802983 933966 928844 880933 1003216 1562574 5309533 0 933966 928844 880933 1003216 1562574 5309533 581548 581548 92 583 675 4366751 5053685 4730968 4337423 25315651 43804478 0.36076 0.37833 0.12121 0.19784 X SCHEDULE A, PART III UNUSUAL GRANTS THE ORGANIZATION RECEIVED THE FOLLOWING UNUSUAL GRANTS WHICH WERE NOT INCLUDED IN THE PUBLIC SUPPORT CALCULATION IN PART III: COLUMN B 2019 - UNUSUAL GRANT #1 $12,617,496 COLUMN D 2021 - UNUSUAL GRANT #2 $ 3,030,000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49402947 21649765 4621869 265448 1567989 58722 73782422 52264401 4065415 -5380439 197900 1311029 37501 49402947 45657085 2774836 9206878 2059697 2167299 14832 53396971 30089088 15377021 3521051 216327 3089865 23883 45657085 30071427 2361250 793596 200173 2918590 18422 30089088 1.00000 false false 29580441 3591300 3591300 25989141 25989141 4154723 4154723 4154723 SCHEDULE D, PART V, COLUMN B Immaterial revisions were made to the 2022 statement of cash flow to conform to the 2023 financial statement presentation. The revisions made affected the contributions restricted for endowment. As such, the prior year's tax period ending 08/31/2022 has been adjusted. SCHEDULE D, PART V, LINE 4 THE FOUNDATION'S ENDOWMENT FUNDS ARE EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF HOUSTON CHARLES TED BAUER COLLEGE OF BUSINESS WITH THE PRIMARY OBJECTIVE OF IMPROVING THE QUALITY OF EDUCATION PROVIDED BY THE COLLEGE. true UNIVERSITY OF HOUSTON 334 MELCHER HALL HOUSTON TX 77204 746001399 501(C)(3) 3774903 CHARITABLE 1 INDIVIDUAL SCHOLARSHIPS 50 25308 SCHEDULE I, PART I, LINE 2 FUNDS GIVEN TO U OF H ARE GIVEN FOR THE USE OF SPECIFIC DEPARTMENTS AND INSTITUTES IN BAUER COLLEGE. THEY ARE REQUESTED BY THE DEPT. CHAIRMAN AND APPROVED BY THE DEAN. INDIVIDUAL SCHOLARSHIPS ARE MANAGED AND DETERMINED BY THE FOUNDATION BOARD. X 1 9097438 FMV false true false SCHEDULE M, PART I, LINE 9, COLUMN (B) THE ORGANIZATION RECEIVED 1 NONCASH CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES. FORM 990, PART VI, SECTION A, LINE 7A DESCRIBE WHO CAN APPOINT MEMBERS TO THE BOARD THE WOLFF FAMILY FOUNDATION HAS THE RIGHT TO APPOINT A MEMBER TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE THE PROCESS TO REVIEW FORM 990 ONCE PREPARED, THE FORM IS REVIEWED BY THE ORGANIZATION'S INTERNAL ACCOUNTANTS. A PRINTED COPY OF THE FORM 990 WILL BE PROVIDED TO THE PRESIDENT AND VP TO REVIEW PRIOR TO FILING. THE FULL BOARD WILL RECEIVE A COPY AT THE UPCOMING BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE PROCESS FOR MONITORING AND ENFORCING COMPLIANCE WITH POLICY A REVIEW OF THE FOUNDATION'S POLICY IS CONDUCTED BY THE INVESTMENT COMMITTEE PRIOR TO PROCESSING INVESTMENT TRANSACTIONS. OFFICERS, DIRECTORS, AND KEY EMPLOYEES COMPLETE A QUESTIONNAIRE EACH YEAR THAT INQUIRES ABOUT CONFLICTS OF INTEREST. ANY CONFLICTS THAT ARISE DURING THE YEAR ARE REVIEWED BY THE BOARD ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15A DESCRIBE PROCESS FOR DETERMINING COMPENSATION OFFICERS ARE NOT COMPENSATED. FORM 990, PART VI, SECTION B, LINE 15B DESCRIBE PROCESS FOR DETERMINING COMPENSATION THE BOARD OF DIRECTORS CONDUCT A YEARLY REVIEW FOR THE FOUNDATION ADMINISTRATOR AND ACCOUNTING ASSISTANT POSITION DURING THE ANNUAL BOARD OF DIRECTOR'S MEETING. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC DOCUMENTS ARE PROVIDED TO THE UNIVERSITY OF HOUSTON AND ARE AVAILABLE UPON REQUEST FROM THE GENERAL PUBLIC AT THE FOUNDATION OFFICE. UNIVERSITY OF HOUSTON 4800 CALHOUN HOUSTON TX 77204 746001399 EDUCATION TX 501(C)(3) 2 NA false false true false false false false false false false false false false false true true true false true true