Nonprofit · EIN 73-6091755
UNIVERSITY OF OKLAHOMA FOUNDATION INC
Tax-exempt · NORMAN, OK 73019
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | -$36,300,348 | $254,405,932 | -$290,706,280 | $2,978,760,537 | $548,279,910 | $2,430,480,627 |
| June 30, 2024 | 990 | $218,692,988 | $221,615,464 | -$2,922,476 | $2,769,347,525 | $502,610,406 | $2,266,737,119 |
| June 30, 2023 | 990 | $243,442,139 | $199,969,998 | $43,472,141 | $2,575,373,616 | $466,270,265 | $2,109,103,351 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $151,526,981
- Program service revenue
- $0
- Investment income
- -$212,203,901
- Royalties
- $6,348,817
- Net gain from sales of assets
- -$250,292,069
- Other revenue
- $24,376,572
Expenses
- Grants and similar amounts paid
- $208,334,639
- Compensation of officers, directors and key employees
- $3,782,549
- Other salaries and wages
- $6,495,594
- Salaries, compensation and benefits (total)
- $12,055,150
- Professional fundraising fees
- $281,161
- Legal fees
- $220,548
- Accounting fees
- $245,722
- Occupancy
- $1,106,054
- Travel
- $896,737
- Depreciation
- $814,794
- Program services (functional)
- $208,409,453
- Management and general (functional)
- $21,427,187
- Fundraising (functional)
- $24,569,292
Balance sheet and other
- Total assets, start of year
- $2,769,347,525
- Total assets, end of year
- $2,978,760,537
- Total liabilities, end of year
- $548,279,910
- Net assets, end of year
- $2,430,480,627
- Land, buildings and equipment
- $34,467,856
- Publicly traded securities
- $2,474,909,435
- Net assets without donor restrictions
- $109,256,005
- Net assets with donor restrictions
- $2,321,224,622
- Gross unrelated business income
- -$59,379
- Gross receipts
- $385,586,628
- Employees
- 299
- Volunteers
- 22
- Year formed
- 1944
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRAD JOHNSON | VICE PRESIDENT AND CIO Officer | 40 | $866,958 | $55,534 |
| GUY L PATTON | PRESIDENT AND CEO Officer | 39 | $722,565 | $57,250 |
| EUGENE LOHMEYER | DEPUTY CHIEF INVESTMENT OFFICER Highest-paid employee | 40 | $631,665 | $57,464 |
| AMY NOAH | VICE PRESIDENT AND CAO Officer | 40 | $433,857 | $55,169 |
| BONNIE KENNEDY | VICE PRESIDENT AND COO Officer | 40 | $411,674 | $53,771 |
| KEITH PETERS | VICE PRESIDENT AND GENERAL COUNSEL Officer | 40 | $370,454 | $56,720 |
| TRENT WELLS | VICE PRESIDENT AND TREASURER Officer | 39 | $354,469 | $45,794 |
| JASON KAHN | SENIOR ASSISTANT VP FOR ADVANCEMENT Highest-paid employee | 40 | $329,599 | $53,364 |
| MARY HUGHES | ASSISTANT VP FOR ADVANCEMENT, NORMAN CAMPUS Highest-paid employee | 40 | $258,195 | $44,374 |
| STACEY MAXON | ASSISTANT VP FOR ADVANCEMENT, OU HEALTH SCIENCES Highest-paid employee | 40 | $261,824 | $39,290 |
| AARON WEISBERG | INVESTMENT DIRECTOR Highest-paid employee | 40 | $264,640 | $31,762 |
| KATHY HARLIN | CORPORATE SECRETARY Officer | 40 | $172,264 | $27,919 |
| ELBY BEAL | CHAIR, TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALAN ARMSTRONG | CHAIR-ELECT, TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS ANOATUBBY | TRUSTEE Trustee or director | 1 | $0 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET BAWCOM | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT BEALL | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN BURDICK | TRUSTEE Trustee or director | 1 | $0 |
| STEVE BURRAGE | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD CUDJO | TRUSTEE Trustee or director | 1 | $0 |
| MARY DURIE | TRUSTEE Trustee or director | 1 | $0 |
| PHIL ESTES | TRUSTEE Trustee or director | 1 | $0 |
| DAN EVATT | TRUSTEE Trustee or director | 1 | $0 |
| ROB FELTON | TRUSTEE Trustee or director | 1 | $0 |
| DANNY HEATLY | TRUSTEE Trustee or director | 1 | $0 |
| MARILYN HUGON | TRUSTEE Trustee or director | 1 | $0 |
| KEITH JACKSON | TRUSTEE Trustee or director | 1 | $0 |
| ANNABEL JONES | TRUSTEE Trustee or director | 1 | $0 |
| LORI MCWILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| HARRY PEFANIS | TRUSTEE Trustee or director | 1 | $0 |
| DON SMITHERMAN | TRUSTEE Trustee or director | 1 | $0 |
| BOLAJI SOFOLA | TRUSTEE Trustee or director | 1 | $0 |
| D WAYNE TROUSDALE | TRUSTEE Trustee or director | 1 | $0 |
| SHAREN JESTER TURNEY | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRAD JOHNSON | VICE PRESIDENT AND CIO Officer | 40 | $733,626 | $52,016 |
| GUY L PATTON | PRESIDENT AND CEO Officer | 39 | $696,725 | $54,756 |
| AMY NOAH | VICE PRESIDENT AND CAO Officer | 40 | $407,755 | $52,121 |
| BONNIE KENNEDY | VICE PRESIDENT AND COO Officer | 40 | $374,648 | $50,442 |
| EUGENE LOHMEYER | DEPUTY CHIEF INVESTMENT OFFICER Highest-paid employee | 40 | $376,932 | $46,047 |
| KEITH PETERS | VICE PRESIDENT AND GENERAL COUNSEL Officer | 40 | $346,103 | $52,781 |
| TRENT WELLS | VICE PRESIDENT AND TREASURER Officer | 39 | $332,730 | $42,656 |
| JORDAN ELLIS | OF COUNSEL Highest-paid employee | 40 | $273,125 | $40,170 |
| MARY JILL HUGHES | ASSISTANT VP FOR ADVANCEMENT, NORMAN CAMPUS Highest-paid employee | 40 | $249,255 | $41,685 |
| STACEY MAXON | ASSISTANT VP FOR ADVANCEMENT, OU HELATH SCIENCES Highest-paid employee | 40 | $249,625 | $35,139 |
| LAUREN BROOKEY | ASSISTANT VP FOR ADVANCEMENT - OU-TULSA Highest-paid employee | 40 | $216,462 | $36,651 |
| KATHY HARLIN | CORPORATE SECRETARY Officer | 40 | $161,381 | $26,392 |
| ELBY BEAL | CHAIR, TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID MOFFETT | VICE-CHAIR, TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS ANOATUBBY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALAN ARMSTRONG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT BEALL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEB BOATMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEVIN BURDICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN COSGROVE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAY DONAHUE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY DURIE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHIL ESTES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAN EVATT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANNY HEATLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEITH JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNABEL JONES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL JOSEPH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HARRY PEFANIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LARRY PINKERTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FLOYD SIMON JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DON SMITHERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BOLAJI SOFOLA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHAREN JESTER TURNEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRAD JOHNSON | VICE PRESIDENT AND CIO Officer | 40 | $682,842 | $50,261 |
| GUY L PATTON | PRESIDENT AND CEO Officer | 39 | $629,721 | $54,151 |
| EUGENE LOHMEYER | DEPUTY CHIEF INVESTMENT OFFICER Highest-paid employee | 40 | $441,821 | $30,499 |
| AMY NOAH | VICE PRESIDENT AND CAO Officer | 40 | $390,072 | $50,997 |
| BONNIE KENNEDY | VICE PRESIDENT AND COO Officer | 40 | $380,905 | $48,799 |
| TRENT WELLS | VICE PRESIDENT AND TREASURER Officer | 39 | $323,244 | $43,301 |
| KEITH PETERS | VICE PRESIDENT AND GENERAL COUNSEL Officer | 40 | $305,430 | $49,651 |
| STACEY MAXON | ASST. VP FOR ADVANCEMENT - OU HEALTH Highest-paid employee | 40 | $253,806 | $32,870 |
| MARY JILL HUGHES | ASST. VP FOR ADVANCEMENT - NORMAN CAMPUS Highest-paid employee | 40 | $242,285 | $41,665 |
| JORDAN ELLIS | OF COUNSEL Highest-paid employee | 40 | $231,464 | $41,721 |
| JOHN HILLIS | SR. DIRECTOR OF PRINCIPAL GIFTS Highest-paid employee | 40 | $215,264 | $32,155 |
| KATHY HARLIN | CORPORATE SECRETARY Officer | 40 | $161,090 | $26,684 |
| ELBY BEAL | CHAIR, TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID MOFFETT | VICE-CHAIR, TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS ANOATUBBY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALAN ARMSTRONG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT BEALL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEB BOATMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEVIN BURDICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN COSGROVE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAY DONAHUE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY DURIE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PHIL ESTES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAN EVATT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANNY HEATLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEITH JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNABEL JONES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL JOSEPH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SANDY KINNEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TH MCCASLAND III | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HARRY PEFANIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LARRY PINKERTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FLOYD SIMON JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DON SMITHERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BOLAJI SOFOLA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHAREN JESTER TURNEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 TIMBERDELL ROAD, NORMAN, OK 73019-5016
- Principal officer (990 for 2024)
- GUY L PATTON, 100 TIMBERDELL ROAD, NORMAN, OK 73019
- Signed the 990
- TRENT R WELLS, VICE PRESIDENT AND TREASURER
- Phone
- (405) 321-1174
- Website
- WWW.OUFOUNDATION.ORG
- Return prepared by
- HOGANTAYLOR LLP
Mission
THE UNIVERSITY OF OKLAHOMA FOUNDATION IS AN INDEPENDENT CHARITABLE ORGANIZATION THAT FACILITATES AND MANAGES PHILANTHROPIC GIFTS TO SUPPORT THE UNIVERSITY OF OKLAHOMA. WITH A CULTURE OF INTEGRITY, SKILL AND PERSISTENCE, WE ALIGN THE PASSIONS OF DONORS AND OUR ALUMNI WITH THE INDELIBLE MISSION OF THE UNIVERSITY OF OKLAHOMA.
Program accomplishments
- GENERAL UNIVERSITY EDUCATION ASSISTANCEEXPENDITURES MADE IN ACCORDANCE WITH THE FUND PURPOSE RANGING FROM GENERAL SUPPLIES TO SPECIFIC PROJECTS WITHIN A DEPARTMENT OR SCHOOL OF THE UNIVERSITY.Expenses $47,195,464 · grants $47,195,464
- STUDENT SCHOLARSHIPSEXPENDITURES MADE IN ACCORDANCE WITH THE FUND PURPOSE RANGING FROM UNRESTRICTED SCHOLARSHIPS TO RESTRICTED SCHOLARSHIPS WITHIN A COLLEGE/DEPARTMENT OR SCHOOL OF THE UNIVERSITY.Expenses $55,521,031 · grants $55,521,031
- SALARY SUPPLEMENTSSUCH EXPENDITURES ARE PROCESSED THROUGH THE UNIVERSITY'S PAYROLL SYSTEM. UPON RECEIVING ADEQUATE DOCUMENTATION, THE FOUNDATION WILL REIMBURSE THE UNIVERSITY FOR SUCH EXPENDITURES MADE IN ACCORDANCE WITH THE FUND PURPOSE.Expenses $63,839,135 · grants $63,839,135
- FACILITIES AND EQUIPMENTEXPENDITURES MADE IN ACCORDANCE WITH THE FUND PURPOSE RANGING FROM THE PURCHASE OF LAB EQUIPMENT TO CONSTRUCTION OF BUILDINGS WITHIN A DEPARTMENT OR SCHOOL OF THE UNIVERSITY.Expenses $41,853,823 · grants $41,779,009
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 73-6091755
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1955
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $2,978,760,537
- Income (IRS master file)
- $385,586,628
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | -$36,300,348 | $254,405,932 | $2,978,760,537 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $218,692,988 | $221,615,464 | $2,769,347,525 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $243,442,139 | $199,969,998 | $2,575,373,616 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $254,552,099 | $198,744,635 | $2,467,155,168 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-6091755).
Questions about UNIVERSITY OF OKLAHOMA FOUNDATION INC
- What is the EIN of UNIVERSITY OF OKLAHOMA FOUNDATION INC?
- The employer identification number (EIN) of UNIVERSITY OF OKLAHOMA FOUNDATION INC is 73-6091755.
- Is UNIVERSITY OF OKLAHOMA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to UNIVERSITY OF OKLAHOMA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF OKLAHOMA FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF OKLAHOMA FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF OKLAHOMA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF OKLAHOMA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names GUY L PATTON.
- Who are the officers and directors of UNIVERSITY OF OKLAHOMA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 34 people; 12 received compensation from the organization, the highest $866,958 (BRAD JOHNSON, VICE PRESIDENT AND CIO).
- How much revenue does UNIVERSITY OF OKLAHOMA FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of -$36,300,348, expenses of $254,405,932 and total assets of $2,978,760,537 at year end.
Other nonprofits in NORMAN
- OU EDUCATION SERVICES EIN 93-2156911 · last filed 990 for 2025
- TERRA VERDE DISCOVERY SCHOOL INC EIN 27-2819766 · last filed 990 for 2025
- LE MONDE INTERNATIONAL SCHOOL PUBLIC CHARTER OF NORMAN OK EIN 81-3949273 · last filed 990 for 2025
- CONSORTIUM OF STATE SCHOOL BOARDS ASSOCIATIONS EIN 88-2226986 · last filed 990 for 2025
- VICTORY FAMILY SCHOOL EIN 81-3878939 · last filed 990 for 2025
- KISS INSTITUTE FOR PRACTICAL ROBOTICS EIN 54-1696228 · last filed 990 for 2025
- FOUNDATION FOR ENGINEERING AT THE UNIVERSITY OF OKLAHOMA INC EIN 45-3266058 · last filed 990 for 2025
- NATIONAL HIGH SCHOOL & TWO-YEAR COLLEGE MATHEMATICS HONOR SOCIETY EIN 73-6097246 · last filed 990 for 2025