2025-04-09T10:04:58-05:00 2024-06-30 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2023-07-01 237133957 THE ULI FOUNDATION ULIF 2026247000 2001 L STREET NW SUITE 200 WASHINGTON DC 20036 LEO GONZALEZ CHIEF FINANCIAL/OPERATING OFFICER 2026247000 2025-04-04 1 0 MEREDITH BELL P01696827 8042822121 2025-04-04 2023 2025-03-06 01:10:19Z ULIF ULI FOUNDATION LEO GONZALEZ 2001 L STREET NW SUITE 200 WASHINGTON DC 20036 31521011 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 14394677 10868755 0 29000 49008 1561881 0 0 14443685 12459636 10469212 9936764 0 0 0 0 0 0 1216209 1827297 1838533 12296509 11775297 2147176 684339 88699612 93149599 8422179 6309897 80277433 86839702 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 9936764 9936764 29000 PRIMARILY GRANTS TO THE URBAN LAND INSTITUTE:SUPPORTS RESEARCH AND EDUCATION ACTIVITIES OF THE INSTITUTE - A RELATED ORGANIZATION. 9936764 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 CFOCOO 2026247000 2001 L STREET NW SUITE 200 WASHINGTON DC 20036 RON PRESSMAN ULI GLOBAL CEO THRU 10/9/23 2.00 36.00 X X 0 1048529 12701 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 BRUCE H ETKIN MEMBER 2.00 0.00 X 0 0 0 MARK GIBSON MEMBER 2.00 0.00 X 0 0 0 MARY HAGER AT-LARGE MEMBER 2.00 0.00 X 0 0 0 JANICE PERIQUET PRESIDENT 38.00 0.00 X 0 378384 36537 0 1426913 49238 0 0 1 0 1 1602447 9266308 353120 10868755 REGISTRATION FEES 900099 29000 29000 29000 287262 287262 20335994 19061375 1274619 1274619 1274619 12459636 29000 0 1561881 9865665 9865665 71099 71099 32000 32000 205823 205823 78557 27722 50835 38918 27951 10967 51975 16722 35253 133283 7480 125803 164580 87184 77396 12145 12145 ULI SERVICES 1105466 198365 907101 OTHER EXPENSES 15786 6932 8854 11775297 9936764 622324 1216209 1966824 1047870 26946395 28625966 36435 18199 30381 18236 5283379 4482707 54472633 58974820 88699612 93149599 8422179 6309897 8422179 6309897 X 14457800 16867723 65819633 69971979 80277433 86839702 88699612 93149599 684339 5877930 0 X 0 1 X 1 0 X 8777024 11945338 22916762 14394677 10897755 68931556 8777024 11945338 22916762 14394677 10897755 68931556 26855686 42075870 527003 706855 1087261 341934 287262 2950315 2355 0 2355 71884226 0.58530 0.56240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56142305 1687369 4406943 1859877 60376740 46444657 8897448 2468265 1668065 56142305 42375458 7052344 -1921601 1061544 46444657 36567535 747289 7313220 2252586 42375458 37011873 1686006 90928 2221272 36567535 0.28640 0.71360 0 0 36435 18199 18236 18236 58974820 F 58974820 DUE TO THE URBAN LAND INSTITUTE 5628403 REFUNDABLE ADVANCES 623494 OTHER LIABILITIES 58000 6309897 18060643 5877930 5877930 12182713 205823 71100 276923 12459636 11498374 -71100 -71100 11569474 205823 205823 11775297 PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS AT JUNE 30, 2024 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 71,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: PASSTHROUGH GRANT FROM ULI RECLASSED TO REVENUE -71,100. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT 14987450 0 0 0 0 0 0 14987450 0 14987450 1 0 0 0 1 0 1 URBAN LAND INSTITUTE 2001 L STREET NW STE 200 WASHINGTON DC 20036 530159845 501(C)(3) 9865665 0 SUPPORT OF CHARITABLE ACTIVITIES 1 0 STUDENT FELLOWSHIP-ULI MEMBERSHIP AND EXP REIMB TO ATTEND ULI EVENTS 18 71099 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 RON PRESSMAN ULI GLOBAL CEO THRU 10/9/23 0 790864 0 253151 0 4514 0 1159 0 11542 0 1061230 0 0 JANICE PERIQUET PRESIDENT 0 314218 0 63163 0 1003 0 20600 0 15937 0 414921 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 353120 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTIONS. 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. 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