Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
URBAN LAND INSTITUTE
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1025 THOMAS JEFFERSON STREET N W NO
500-W
Room/suite
City or town, state or country, and ZIP + 4
WASHINGTON, DC20007
D Employer identification number

53-0159845
E Telephone number

G Gross receipts $ 58,407,051
F Name and address of principal officer:
PATRICK L PHILLIPS
1025 THOMAS JEFFERSON STREET N W NO
500-
WASHINGTON,DC20007
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.ULI.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1936
M State of legal domicile: IL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE LEADERSHIP IN THE RESPONSIBLE USE OF LAND AND IN CREATING AND SUSTAINING THRIVING COMMUNITIES WORLDWIDE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 113
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 112
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 191
6 Total number of volunteers (estimate if necessary) .... 6 2,719
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 1,258,349
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -32,177
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,473,819 10,006,642
9 Program service revenue (Part VIII, line 2g) ......... 42,247,103 41,196,521
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 424,393 396,027
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 49,145,315 51,599,190
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 253,411 220,033
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 18,904,048 17,700,433
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet930,658    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 32,377,891 28,700,113
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 51,535,350 46,620,579
19 Revenue less expenses. Subtract line 18 from line 12...... -2,390,035 4,978,611
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 47,943,439 53,584,265
21 Total liabilities (Part X, line 26)............ 12,866,759 13,460,742
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 35,076,680 40,123,523
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: TO PROVIDE LEADERSHIP IN THE RESPONSIBLE USE OF LAND AND IN CREATING AND SUSTAINING THRIVING COMMUNITIES WORLDWIDE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 15,830,585 including grants of $ 40,033 ) (Revenue $ 12,333,103 )
DISTRICT COUNCILS:THE PURPOSE OF THE DISTRICT COUNCILS PROGRAM IS TO PROVIDE ULI'S PRESENCE AT THE LOCAL LEVEL, THROUGH THE DEVELOPMENT AND PRESENTATION OF PROGRAMS OF WORK THAT ADDRESS LOCAL REAL ESTATE AND URBAN PLANNING ISSUES. THE ACTIVITIES RECORDED HERE REPRESENT THE ACTIVITIES PERFORMED DIRECTLY BY THE DISTRICT COUNCILS WHICH ARE ACCOUNTED FOR SEPARATELY WITHIN ULI, AS WELL AS, THE COSTS INCURRED BY ULI AT THE NATIONAL LEVEL TO SUPPORT THE DISTRICT COUNCIL PROGRAM. THE MAJORITY OF THE COSTS AT THE NATIONAL LEVEL ARE FOR PROGRAM SUPPORT AND LOGISTICAL SUPPORT, AS WELL AS, COMMUNITY OUTREACH EFFORTS IN THE AREAS OF REGIONAL COOPERATION, URBAN REVITALIZATION, AND EDUCATING HIGH SCHOOL STUDENTS ON LAND USE AND DEVELOPMENT ISSUES
4b (Code:   ) (Expenses $ 5,075,786 including grants of $   ) (Revenue $ 1,690,016 )
CENTERS-AREAS OF CONTENT FOCUS:THE ULI TERWILLIGER CENTER FOR WORKFORCE HOUSING SUPPORTS DEVELOPMENT OF HOUSING AFFORDABLE TO MODERATE- INCOME WORKERS. ESTABLISHED IN 2007, THE CENTER WILL IDENTIFY AND ELIMINATE BARRIERS TO WORKFORCE HOUSING PRODUCTION BY RAISING AWARENESS OF THE AFFORDABILITY GAP AND ADVOCATING CHANGES IN PUBLIC POLICY.ULI'S EUROPEAN RESEARCH CENTER OVERSEES STRATEGY AND DELIVERY FOR BROAD RANGE OF PROJECTS INCLUDING EMERGING TRENDS EUROPE, LESSEN, AND INFOBURSTS.THE ULI/DANIEL ROSE CENTER FOR PUBLIC LEADERSHIP IN LAND USE WAS STARTED IN 2009. ITS MISSION IS TO EMPOWER LEADERS IN THE PUBLIC SECTOR TO ENVISION, BUILD AND SUSTAIN SUCCESSFUL 21ST CENTURY COMMUNITIES BY PROVIDING ACCESS TO INFORMATION, BEST PRACTICES, PEER NETWORKS AND OTHER RESOURCES TO FOSTER CREATIVE, EFFICIENT AND SUSTAINABLE LAND USE PRACTICES.THE CAPITAL MARKETS CENTER MISSION IS TO PROVIDE LEADERSHIP IN FOSTERING AND ENHANCING A HEALTHY AND PRODUCTIVE REAL ESTATE INDUSTRY AND REAL ESTATE CAPITAL MARKETS SECTOR THAT IN TURN PROMOTE THRIVING AND SUSTAINABLE COMMUNITIES AND REAL ESTATE MARKETS WORLDWIDE, THROUGH RESEARCH, TREND ANALYSIS, EDUCATION, EVENTS, PUBLICATIONS, WEBSITES AND WEB-BASED RESOURCES, ADVOCACY, AND THOUGH LEADERSHIP.THE INFRASTRUCTURE CENTER CONSIDERS THE ROLE OF INFRASTRUCTURE IN THE DEVELOPMENT AND OPERATIONS OF THE URBAN FORM. THERE ARE THREE MAJOR WORK STREAMS: ANALYSIS AND COMMENT ON FEDERAL POLICY AND FUNDING; DIRECT WORK WITH DISTRICT COUNCILS TO ASSIST THEM IN LAND USE PLANNING AND DEVELOPMENT, PARTICULARLY AROUND TRANSIT CORRIDOR DEVELOPMENT; AND RESEARCH AND PRODUCTION OF AN ANNUAL INFRASTRUCTURE REPORT WHICH CONSIDERS INFRASTRUCTURE ISSUES ON A WORLD WIDE BASIS.THE CENTER FOR SUSTAINABILITY ENCOMPASSES ULI'S CLIMATE CHANGE, LAND USE AND ENERGY (CLUE) INITIATIVE WHICH CONDUCTS RESEARCH AND PROGRAMMING ACROSS PRIMARY TOPIC AREAS INCLUDING: 1) THE CHANGING NATURE OF BUSINESS PRACTICES AT THE NEXUS OF FINANCE, ENERGY AND BUILDINGS, 2) NEW FORMS OF PUBLIC-PRIVATE PARTNERSHIPS THAT ALIGN REAL ESTATE WITH A NEW GENERATION OF PUBLIC BENEFITS, AND 3) THE EMERGING ROLE OF NEW TECHNOLOGIES IN TRANSFORMING LOCAL MARKETS TO ACHIEVE COMMUNITY SUSTAINABILITY GOALS.THE URBAN INVESTMENT NETWORK PROVIDES A FORUM FOR EXCHANGE OF KNOWLEDGE BETWEEN PUBLIC AND PRIVATE STAKEHOLDERS TO INCREASE THE LEVEL OF INVESTMENT IN URBAN DEVELOPMENT AND REGENERATION IN EUROPE.
4c (Code:   ) (Expenses $ 4,948,785 including grants of $   ) (Revenue $ 10,812,997 )
MEETINGS/CONFERENCES:THE MEETING PROGRAM REPRESENTS THE REVENUES AND EXPENSES RELATED TO ULI'S SPRING AND FALL ANNUAL MEETINGS WHILE THE CONFERENCE PROGRAM FOCUSES ON DEVELOPMENT TOPICS OF IMMEDIATE INTEREST, SUCH AS RESORT AND MASTER PLANNED COMMUNITIES, ENTERTAINMENT, AND INTERNATIONAL REAL ESTATE FINANCE AND INVESTMENT.
(Code:   ) (Expenses $ 1,452,315 including grants of $   ) (Revenue $ 11,065,264 )
MEMBERSHIP SERVICES:THE REVENUES OF THIS PROGRAM REPRESENT THE MEMBERSHIP DUES FROM MEMBERS. THE EXPENSES RELATE TO MEMBERSHIP RECRUITMENT AND RETENTION EFFORTS, AS WELL AS ORDER PROCESSING AND FULL MEMBER ADMISSIONS ACTIVITIES.
(Code:   ) (Expenses $ 2,230,340 including grants of $   ) (Revenue $ 2,101,495 )
PUBLISHING/URBAN LAND MAGAZINE:PUBLISHING REPRESENTS THE SALES AND RELATED EXPENSES OF ULI'S BOOK PUBLISHING PROGRAM. THE URBAN LAND MAGAZINE IS A SIGNIFICANT MEMBERSHIP BENEFIT. IT PROMOTES ULI'S VISION AND MISSION BY PUBLISHING ON LAND USE POLICY AND REAL ESTATE PRACTICE, EDUCATING TO IMPROVE THE TOTAL ENVIRONMENT, AND ESTABLISHING ULI AS AN INFLUENTIAL INDUSTRY VOICE AND LEADER.
(Code:   ) (Expenses $ 1,495,068 including grants of $   ) (Revenue $ 1,139,001 )
COUNCILS:ULI COUNCILS PROVIDE A FORUM FOR INFORMATION EXCHANGE ON THE STATE-OF-THE-ART OF A VARIETY OF DEVELOPMENT SECTORS. MEMBERSHIP IS BY APPOINTMENT AND LIMITED TO FULL MEMBERS. ULI CURRENTLY HAS 49 DOMESTIC AND 5 GLOBAL COUNCILS, FOCUSING ON AREAS OF ACTIVITY IN DEVELOPMENT PRODUCTS, DEVELOPMENT PROCESSES, AND INTERNATIONAL ISSUES.
(Code:   ) (Expenses $ 1,397,674 including grants of $   ) (Revenue $   )
FELLOWS:SENIOR RESIDENT FELLOWS ARE EXPERTS IN THEIR RESPECTIVE FIELDS AND WORK CLOSELY WITH THE MOST INFLUENTIAL PEOPLE IN THE INDUSTRY. BY EXTERNALIZING ULI'S POLICY AND PRACTICE AGENDA, THE SENIOR RESIDENT FELLOWS POSITIONS ULI AT THE FOREFRONT OF POLICY DEBATES, AND DEVELOP AND BROADEN ULI'S REACH.
(Code:   ) (Expenses $ 443,389 including grants of $   ) (Revenue $ 368,337 )
PROFESSIONAL DEVELOPMENT:THIS DEPARTMENT CONTAINS THE ACTIVITIES OF ULI'S CONTINUING EDUCATION PROGRAMS.
(Code:   ) (Expenses $ 787,502 including grants of $   ) (Revenue $ 1,158,878 )
ADVISORY SERVICES:ULI PROVIDES TECHNICAL EXPERTISE OF ITS MEMBERS TO CITIES, PRIVATE DEVELOPERS, AND OTHER ORGANIZATIONS THAT NEED OBJECTIVE ANALYSIS AND ADVICE ON HOW TO SOLVE DIFFICULT LAND USE, DEVELOPMENT, AND REDEVELOPMENT PROBLEMS.
(Code:   ) (Expenses $ 28,658 including grants of $   ) (Revenue $   )
INVESTMENTS:ULI'S INVESTMENTS PRIMARY PURPOSE IS TO PROVIDE A READILY ACCESSIBLE SOURCE OF CASH IN THE EVENT OF AN ECONOMIC DOWNTURN. PRESERVATION OF CAPITAL AND LIQUIDITY ARE THE PARAMOUNT FEATURES OF THIS INVESTMENT PROGRAM. THE TIME HORIZON OF THESE INVESTMENTS THEREFORE HAS TO BE SHORT TO INTERMEDIATE TERM, WITH A RELATIVELY LOW RISK PROFILE.
(Code:   ) (Expenses $ 1,714,111 including grants of $   ) (Revenue $ 7,850 )
COMMUNICATIONS/VIRTUAL ULI:THIS INCLUDES INTERNAL AND EXTERNAL COMMUNICATIONS PROGRAMS - MEDIA RELATIONS, BRANDING, CORPORATE COMMUNICATIONS, AND WEB PAGE SUPPORT.
(Code:   ) (Expenses $ 676,452 including grants of $ 180,000 ) (Revenue $ 90,601 )
AWARDS:ULI IS WIDELY RECOGNIZED AS THE PREEMINENT VOICE FOR ENCOURAGING AND FOSTERING HIGH STANDARDS OF LAND USE PLANNING AND REAL ESTATE DEVELOPMENT. ULI CELEBRATES THE PEOPLE AND PROJECTS THAT EMBODY BEST PRACTICE THROUGH THE AWARDS FOR EXCELLENCE PROGRAM, THE ULI J.C. NICHOLS PRIZE FOR VISIONARIES IN URBAN DEVELOPMENT, THE ULI GERALD D. HINES STUDENT URBAN DESIGN COMPETITION, AND THE ULI AMANDA BURDEN URBAN OPEN SPACE AWARD.
(Code:   ) (Expenses $ 1,017,516 including grants of $   ) (Revenue $   )
ULI FOUNDATION:ULIF TRANSFERS 100% OF FUNDS RAISED THROUGH THE ANNUAL FUND PROGRAM TO ULI TO SUPPORT ONGOING ULI PROGRAMS. IN RETURN, ULI ADDS TO ITS ANNUAL BUDGET ALL ULIF OPERATING EXPENSES THROUGH THE FORM OF A CONTRIBUTION TO ULIF.
(Code:   ) (Expenses $ 369,749 including grants of $   ) (Revenue $ 428,979 )
TECHNICAL ASSISTANCE:THIS PROGRAM WAS ESTABLISHED IN THE YEAR ENDED JUNE 03, 2010 TO DELIVER ON THE HUD TECHNICAL ASSISTANCE GRANT UNDER THE 2010 NEIGHBORHOOD STABILIZATION PROGRAM (NSP). IN THE YEAR ENDED JUNE 30, 2011 ULI TERMINATED ITS COOPERATIVE AGREEMENT WITH HUD.
(Code:   ) (Expenses $ 38,500 including grants of $   ) (Revenue $   )
ULI IN THE COMMUNITY
4d Other program services. (Describe in Schedule O.)
(Expenses $ 11,651,274 including grants of $ 180,000 ) (Revenue $ 16,360,405 )
4e Total program service expensesMediumBullet$ 37,506,430
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
210
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
191
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletUK , BE , HK , AE
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
113
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
112
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
Yes
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AZ , CA , CO , CT , DC , FL , GA , IL , MA , MD , MN , NY , SC , TX , VA , WA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
MICHAEL TERSECK ULI
1025 THOMAS JEFFERSON ST NW SUITE
WASHINGTON,DC20007
(202) 624-7000
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) JEREMY NEWSUM
CHAIRMAN
 7.50 X   X       0 0 0
(2) LYNN THURBER
TREASURER
 2.00 X   X       0 0 0
(3) BRET R WILKERSON
SECRETARY
 2.00 X   X       0 0 0
(4) JOSEPH C CANIZARO
PAST CHAIRMAN
 2.00 X           0 0 0
(5) JAMES J CHAFFIN
PAST CHAIRMAN
 2.00 X           0 0 0
(6) HARRY H FRAMPTON
PAST CHAIRMAN
 2.00 X           0 0 0
(7) GREENLAW GRUPE
PAST CHAIRMAN
 2.00 X           0 0 0
(8) MICHAEL F KELLY
PAST CHAIRMAN
 2.00 X           0 0 0
(9) JAMES D KLINGBEIL
PAST CHAIRMAN
 2.00 X           0 0 0
(10) TODD W MANSFIELD
PAST CHAIRMAN
 2.00 X           0 0 0
(11) JOSEPH W O'CONNOR
PAST CHAIRMAN
 2.00 X           0 0 0
(12) I ROCKE RANSEN
PAST CHAIRMAN
 2.00 X           0 0 0
(13) MARILYN JORDAN TAYLOR
PAST CHAIRMAN
 2.00 X           0 0 0
(14) J RONALD TERWILLIGER
PAST CHAIRMAN
 2.00 X           0 0 0
(15) SMEDES YORK
PAST CHAIRMAN
 2.00 X           0 0 0
(16) ALEXANDER OTTO
MEMBER
 2.00 X           0 0 0
(17) DOUGLAS D ABBEY
MEMBER
 2.00 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) DOROTHY L ALPERT
MEMBER
 2.00 X           0 0 0
(19) JOSEPH F AZRACK
MEMBER
 2.00 X           0 0 0
(20) PETER E BACCILE
MEMBER
 2.00 X           0 0 0
(21) BRYCE BLAIR
MEMBER
 2.00 X           0 0 0
(22) RANDALL BONE
MEMBER
 2.00 X           0 0 0
(23) JOSEPH E BROWN
MEMBER
 2.00 X           0 0 0
(24) JOHN BUCKSBAUM
MEMBER
 2.00 X           0 0 0
(25) PRESTON BUTCHER
MEMBER
 2.00 X           0 0 0
(26) JAMES H CALLARD
MEMBER
 2.00 X           0 0 0
(27) JOHN CARRAFIELL
MEMBER
 2.00 X           0 0 0
(28) DARYL J CARTER
MEMBER
 2.00 X           0 0 0
(29) RAYMOND CHOW
MEMBER
 2.00 X           0 0 0
(30) SIMON HT CLARK
MEMBER
 2.00 X           0 0 0
(31) ALICE M CONNELL
MEMBER
 2.00 X           0 0 0
(32) JAMES J CURTIS
MEMBER
 2.00 X           0 0 0
(33) JOHN C CUSHMAN
MEMBER
 2.00 X           0 0 0
(34) JAN A DE KREIJ
MEMBER
 2.00 X           0 0 0
(35) RICHARD J DISHNICA
MEMBER
 2.00 X           0 0 0
(36) MICHAEL D FASCITELLI
MEMBER
 2.00 X           0 0 0
(37) CHARLES H FEDALEN
MEMBER
 2.00 X           0 0 0
(38) THERESA O FRANKIEWICZ
MEMBER
 2.00 X           0 0 0
(39) STEPHEN J FURNARY
MEMBER
 2.00 X           0 0 0
(40) LIZANNE GALBREATH
MEMBER
 2.00 X           0 0 0
(41) WILLIAM A GILCHRIST
MEMBER
 2.00 X           0 0 0
(42) EUGENE J GODBOLD
MEMBER
 2.00 X           0 0 0
(43) ROSALIND E GORIN
MEMBER
 2.00 X           0 0 0
(44) JOSEPH GYOURKO
MEMBER
 2.00 X           0 0 0
(45) IAN D HAWKSWORTH
MEMBER
 2.00 X           0 0 0
(46) JOHN J HEALY
MEMBER
 2.00 X           0 0 0
(47) PATRICIA R HEALY
MEMBER
 2.00 X           0 0 0
(48) TARA CARTER HERNANDEZ
MEMBER
 2.00 X           0 0 0
(49) JOHN W HIGGINS
MEMBER
 2.00 X           0 0 0
(50) KENNETH W HUBBARD
MEMBER
 2.00 X           0 0 0
(51) SUSAN HUDSON-WILSON
MEMBER
 2.00 X           0 0 0
(52) GREGORY W HUMMEL
MEMBER
 2.00 X           0 0 0
(53) WAYNE S HYATT
MEMBER
 2.00 X           0 0 0
(54) GREGORY K JOHNSON
MEMBER
 2.00 X           0 0 0
(55) NEISEN O KASDIN
MEMBER
 2.00 X           0 0 0
(56) GADI KAUFMANN
MEMBER
 2.00 X           0 0 0
(57) KEITH G KERR
MEMBER
 2.00 X           0 0 0
(58) BERND KNOBLOCH
MEMBER
 2.00 X           0 0 0
(59) HAKAN KODAL
MEMBER
 2.00 X           0 0 0
(60) A EUGENE KOHN
MEMBER
 2.00 X           0 0 0
(61) CHRISTOPHER W KURZ
MEMBER
 2.00 X           0 0 0
(62) NG LANG
MEMBER
 2.00 X           0 0 0
(63) CHARLES B LEITNER
MEMBER
 2.00 X           0 0 0
(64) C Y LEUNG
MEMBER
 2.00 X           0 0 0
(65) RANDALL W LEWIS
MEMBER
 2.00 X           0 0 0
(66) JAMES W LIGHT
MEMBER
 2.00 X           0 0 0
(67) PETER D LINNEMAN
MEMBER
 2.00 X           0 0 0
(68) VINCENT HS LO
MEMBER
 2.00 X           0 0 0
(69) ROBERT J LOWE
MEMBER
 2.00 X           0 0 0
(70) VICTOR B MACFARLANE
MEMBER
 2.00 X           0 0 0
(71) SCOTT D MALKIN
MEMBER
 2.00 X           0 0 0
(72) JAY MANTZ
MEMBER
 2.00 X           0 0 0
(73) ROY HILTON MARCH
MEMBER
 2.00 X           0 0 0
(74) GEORGE M MARCUS
MEMBER
 2.00 X           0 0 0
(75) PAUL MARCUSE
MEMBER
 2.00 X           0 0 0
(76) LAURALEE E MARTIN
MEMBER
 2.00 X           0 0 0
(77) JOHN E MCNELLIS
MEMBER
 2.00 X           0 0 0
(78) SANTIAGO MERCADE
MEMBER
 2.00 X           0 0 0
(79) BRUCE E MOSLER
MEMBER
 2.00 X           0 0 0
(80) BARRY G MOSS
MEMBER
 2.00 X           0 0 0
(81) TOSHIO NAGASHIMA
MEMBER
 2.00 X           0 0 0
(82) STEPHEN P NAVARRO
MEMBER
 2.00 X           0 0 0
(83) DANIEL M NEIDICH
MEMBER
 2.00 X           0 0 0
(84) GERALD N PARKES
MEMBER
 2.00 X           0 0 0
(85) OLIVIER PIANI
MEMBER
 2.00 X           0 0 0
(86) ALVARO PORTELA
MEMBER
 2.00 X           0 0 0
(87) RICHARD H POWERS
MEMBER
 2.00 X           0 0 0
(88) STEPHEN R QUAZZO
MEMBER
 2.00 X           0 0 0
(89) DALE ANNE REISS
MEMBER
 2.00 X           0 0 0
(90) KIM A RICHARDS
MEMBER
 2.00 X           0 0 0
(91) JONATHAN FP ROSE
MEMBER
 2.00 X           0 0 0
(92) KENNETH T ROSEN
MEMBER
 2.00 X           0 0 0
(93) RANDALL K ROWE
MEMBER
 2.00 X           0 0 0
(94) PETER S RUMMELL
MEMBER
 2.00 X           0 0 0
(95) HITOSHI SAITO
MEMBER
 2.00 X           0 0 0
(96) RICHARD B SALTZMAN
MEMBER
 2.00 X           0 0 0
(97) P SHERIDAN SCHECHNER
MEMBER
 2.00 X           0 0 0
(98) ROBERT M SHARPE
MEMBER
 2.00 X           0 0 0
(99) JONATHAN SHORT
MEMBER
 2.00 X           0 0 0
(100) KELLEY J SMITH
MEMBER
 2.00 X           0 0 0
(101) MARTIN E STEIN
MEMBER
 2.00 X           0 0 0
(102) RON D STURZENEGGER
MEMBER
 2.00 X           0 0 0
(103) ROBERT S TAUBMAN
MEMBER
 2.00 X           0 0 0
(104) OWEN D THOMAS
MEMBER
 2.00 X           0 0 0
(105) ANTHONY J TRELLA
MEMBER
 2.00 X           0 0 0
(106) MARILEE A UTTER
MEMBER
 2.00 X           0 0 0
(107) DANIEL C VAN EPP
MEMBER
 2.00 X           0 0 0
(108) GREG J VOGEL
MEMBER
 2.00 X           0 0 0
(109) JOHN M WALSH
MEMBER
 2.00 X           0 0 0
(110) CARL WEISBROD
MEMBER
 2.00 X           0 0 0
(111) KAZUHIKO YAMAMOTO
MEMBER
 2.00 X           0 0 0
(112) F KARL ZAVITKOVSKY
MEMBER
 2.00 X           0 0 0
(113) JON H ZEHNER
MEMBER
 2.00 X           0 0 0
(114) PATRICK L PHILLIPS
CEO
 38.00     X       531,100 0 20,481
(115) RICHARD ROSAN
PRESIDENT, ULI FOUNDATION
 38.00     X       469,865 0 47,445
(116) CHERYL G CUMMINS
EXECUTIVE OFFICER
 38.00     X       458,654 0 35,692
(117) MICHAEL TERSECK
CFO
 38.00     X       319,787 0 20,762
(118) WILLIAM KISTLER
PRESIDENT, EMEA THRU 9/10
 38.00     X       289,565 0 14,953
(119) JOSEPH MONTGOMERY
PRESIDENT, EMEA STARTING 3/11
 38.00     X       0 0 0
(120) MAUREEN L MCAVEY
EXECUTIVE VICE PRESIDENT
 38.00       X     238,010 0 16,262
(121) PAMELA H PATENAUDE
EXECUTIVE DIRECTOR-TWC
 38.00       X     236,008 0 28,193
(122) JOHN P FITZGERALD
EXECUTIVE DIRECTOR-ASIA
 38.00       X     224,787 0 22,126
(123) DAVID HOWARD
EXECUTIVE VICE PRESIDENT
 38.00       X     219,427 0 25,378
(124) GAYLE L BERENS
SENIOR VICE PRESIDENT
 38.00       X     181,671 0 15,864
(125) MARY BETH CORRIGAN
SENIOR VICE PRESIDENT
 38.00       X     178,914 0 11,655
(126) LORI G HATCHER
SENIOR VICE PRESIDENT
 38.00       X     171,142 0 9,315
(127) DEAN A SCHWANKE
SENIOR VICE PRESIDENT
 38.00       X     157,329 0 20,910
(128) SHAHSWAR AL BALUSHI
EXECUTIVE DIR-ULI MIDDLE EAST
 38.00       X     279,282 0 5,621
(129) MICHAEL HORST
SENIOR VICE PRESIDENT-LARSON LEADERSHIP
 38.00       X     179,626 0 17,113
(130) JOHN K MCILWAIN
FELLOW
 38.00         X   207,113 0 24,981
(131) EDWARD MCMAHON
FELLOW
 38.00         X   206,704 0 22,828
(132) THOMAS MURPHY
FELLOW
 38.00         X   197,634 0 11,358
(133) MARTA GOLDSMITH
SENIOR VICE PRESIDENT
 38.00         X   193,981 0 23,656
(134) STEPHEN R BLANK
FELLOW
 38.00         X   190,675 0 22,763
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 5,131,274 0 417,356
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet52
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
FREEMAN AUDIO VISUAL SOLUTIONS
PO BOX 650519
DALLAS,TX752650519 		MEETING AUDIOVISUAL CONSULTING 1,283,464
RELIANCE TELESERVICE
1510 RITCHIE HWY STE 204
ARNOLD,MD21012 		CUSTOMER SERVICE 827,695
FREEMAN
PO BOX 650036
DALLAS,TX75265 		MEETING DECORATING CONSULTING 584,878
INTERCOMMUNICATIONS INC
620 NEWPORT CENTER SUITE 600
NEWPORT BEACH,CA92660 		MARKETING/COMMUNICATIONS CONSULTING 342,716
MCCARTHY MCSHERRY & ASSOCIATES
1700 WEST IRVING PARK RD STE 208
CHICAGO,IL60613 		MEETING, EVENT & MANAGEMENT SERVICES 318,539
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet24
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 10,006,642
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 10,006,642
Program Service Revenue Business Code
2a DISTRICT COUNCILS 900,099 12,333,103 12,333,103    
b MEMBERSHIP DUES 900,099 11,065,264 11,065,264    
c MEETINGS & CONFERENCES 900,099 10,812,997 10,812,997    
d PUB./URBAN LAND MAG. 541,800 2,101,495 843,146 1,258,349  
e CENTERS 900,099 1,690,016 1,690,016    
f All other program service revenue . 3,193,646 3,193,646    
g Total. Add lines 2a–2f........MediumBullet 41,196,521
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 126,749     126,749
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7,077,139  
b Less: cost or other basis and sales expenses 6,807,861  
c Gain or (loss) 269,278  
d Net gain or (loss)..........MediumBullet 269,278     269,278
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet  
12 Total revenue. See Instructions....MediumBullet 51,599,190 39,938,172 1,258,349 396,027
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 123,550 123,550
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 96,483 96,483
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 3,267,686 1,639,891 1,520,387 107,408
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 11,318,118 8,800,463 2,185,192 332,463
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 598,731 428,565 152,110 18,056
9 Other employee benefits ....... 1,547,930 1,107,991 393,257 46,682
10 Payroll taxes ........... 967,968 692,861 245,916 29,191
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 198,138 4,262 193,876  
c Accounting ........... 127,956   127,956  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 28,658 28,658    
g Other .......... 8,274,818 6,899,617 1,280,210 94,991
12 Advertising and promotion .... 85,048 78,499 6,324 225
13 Office expenses ....... 1,916,091 1,569,349 286,514 60,228
14 Information technology ...... 804,895 145,792 659,103  
15 Royalties ..        
16 Occupancy ........... 1,663,964 1,111,855 480,737 71,372
17 Travel ............ 1,658,139 1,342,564 284,508 31,067
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 95,579 95,579    
19 Conferences, conventions, and meetings .... 7,824,195 7,579,669 185,057 59,469
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 1,491,585 1,204,930 249,598 37,057
23 Insurance .............. 170,048 31,188 138,860  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a DISTRICT COUNCIL DUES S 1,811,894 1,811,894    
b ULI CONTRIBUTIONS TO UL 1,017,516 1,017,516    
c CREDIT CARD FEES 513,148 508,022 3,491 1,635
d MEMBER RECOGNITION 351,552 314,999 1,470 35,083
e COST OF GOODS SOLD 152,558 152,558    
f All other expenses 514,331 719,675 -211,075 5,731
25 Total functional expenses. Add lines 1 through 24f 46,620,579 37,506,430 8,183,491 930,658
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 400 1 400
2 Savings and temporary cash investments ....... 2,964,739 2 6,182,440
3 Pledges and grants receivable, net .........   3  
4 Accounts receivable, net ......... 1,457,090 4 2,028,086
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 395,797 8 272,006
9 Prepaid expenses and deferred charges ............ 678,206 9 822,513
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 9,493,862
b Less: accumulated depreciation. ..... 10b 6,188,931 4,458,453 10c 3,304,931
11 Investments—publicly traded securities .......... 5,405,891 11 3,625,249
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 32,582,863 15 37,348,640
16 Total assets. Add lines 1 through 15 (must equal line 34)... 47,943,439 16 53,584,265
Liabilities 17 Accounts payable and accrued expenses . 4,587,173 17 4,890,279
18 Grants payable ..........   18  
19 Deferred revenue .......... 7,269,126 19 7,679,336
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 1,010,460 25 891,127
26 Total liabilities. Add lines 17 through 25..... 12,866,759 26 13,460,742
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 12,013,674 27 12,729,079
28 Temporarily restricted net assets ..... 23,063,006 28 27,394,444
29 Permanently restricted net assets .....   29  
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 35,076,680 33 40,123,523
34 Total liabilities and net assets/fund balances ..... 47,943,439 34 53,584,265
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
51,599,190
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
46,620,579
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
4,978,611
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
35,076,680
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
68,232
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
40,123,523
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
URBAN LAND INSTITUTE
 
Employer identification number

53-0159845
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 22,232,747 21,718,104 22,325,568 17,957,317 21,071,906 105,305,642
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 38,357,362 41,661,535 34,201,618 29,396,005 28,872,908 172,489,428
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5. 60,590,109 63,379,639 56,527,186 47,353,322 49,944,814 277,795,070
7a Amounts included on lines 1, 2, and 3 received from disqualified persons... 1,276,112 1,520,330 1,540,000 524,000 1,400,000 6,260,442
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.           0
c Add lines 7a and 7b.. 1,276,112 1,520,330 1,540,000 524,000 1,400,000 6,260,442
8 Public Support (Subtract line 7c from line 6.)           271,534,628
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6... 60,590,109 63,379,639 56,527,186 47,353,322 49,944,814 277,795,070
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 605,566 469,080 447,742 207,468 126,749 1,856,605
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.   69,815       69,815
c Add lines 10a and 10b. 605,566 538,895 447,742 207,468 126,749 1,926,420
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.). 61,195,675 63,918,534 56,974,928 47,560,790 50,071,563 279,721,490
14
Section C. Computation of Public Support Percentage
15
15
97.070 %
16
16
97.000 %
Section D. Computation of Investment Income Percentage
17
17
0.690 %
18
18
0.790 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
URBAN LAND INSTITUTE
 
Employer identification number

53-0159845
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
URBAN LAND INSTITUTE
  		Employer identification number

53-0159845
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
URBAN LAND INSTITUTE
  		Employer identification number

53-0159845
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
URBAN LAND INSTITUTE
  		Employer identification number

53-0159845
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
URBAN LAND INSTITUTE
 
Employer identification number

53-0159845
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 4,931,039 5,191,380 5,153,466
b Contributions ........ 12,788,474 11,769,131 13,548,518
c Investment earnings or losses ...      
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		12,299,235 12,029,472 13,510,604
f Administrative expenses ....      
g End of year balance ...... 5,420,278 4,931,039 5,191,380
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet100.000 %
b
Permanent endowment: SchDMd Bullet  
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   2,817,986 1,457,355 1,360,631
d Equipment ................   2,265,921 1,932,543 333,378
e Other .................   4,409,955 2,799,033 1,610,922
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 3,304,931
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) ACCRUED INTEREST RECEIVABLE 9,668
(2) TRANSFER TO THE ULI FOUNDATION 10,000,000
(3) BENEFICIAL INTEREST IN ULIF 27,338,972






Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 37,348,640
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
DEFERRED RENT 891,127








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 891,127
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 51,599,190
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 46,620,579
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 4,978,611
4 Net unrealized gains (losses) on investments .......................... 4 68,232
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 68,232
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 5,046,843
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 51,669,782
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 68,232
b Donated services and use of facilities ......... 2b 31,018
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e 99,250
3 Subtract line 2e from line 1..................... 3 51,570,532
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 28,658
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c 28,658
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 51,599,190
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 46,622,939
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 31,018
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e 31,018
3 Subtract line 2e from line 1..................... 3 46,591,921
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 28,658
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c 28,658
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 46,620,579
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: DISTRICT COUNCILS ARE THE LOCAL COMPONENTS OF ULI'S PROGRAM OF WORK. THEY ARE INTEGRAL ELEMENTS OF ULI AND FUNCTION TO FURTHER THE OVERALL VISION, MISSION AND PURPOSE OF ULI. AS SUCH, DISTRICT COUNCILS ADHERE TO ULI'S ARTICLES OF INCORPORATION, BYLAWS, AND ANY/ALL OTHER POLICIES AND PROCEDURES ADOPTED BY ULI'S BOARD OF TRUSTEES. DISTRICT COUNCILS ARE MANAGED BY A LOCAL ULI MEMBER EXECUTIVE COMMITTEE, THE CHAIR OF WHICH IS APPOINTED BY THE CHAIRMAN OF ULI AND RATIFIED BY ULI'S TRUSTEES, AND IS REQUIRED TO REPORT REGULARLY ON ACTIVITIES AND FINANCIAL RESULTS. RESULTS OF ALL OF THE DISTRICT COUNCILS' LOCAL ACTIVITIES, EXCLUDING ULI SUPPORT FOR THE DISTRICT COUNCILS, ARE SHOWN SEPARATELY FROM THE OPERATIONS OF ULI'S WASHINGTON, D.C. OFFICE. THE NET ASSETS RESULTING FROM THE DISTRICT COUNCIL ACTIVITIES HAVE BEEN DESIGNATED FOR THEIR USE. FINANCIAL RESULTS OF THE DISTRICT COUNCILS ARE INCLUDED WITH ULI WHEN REPORTING TO THE INTERNAL REVENUE SERVICE.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ULI IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ULI QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS, AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. ULI HAD NO UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2011 OR 2010. ULI COMPLIES WITH THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, ULI MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. ULI IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AND THEREFORE, NO TAX LIABILITIES HAVE BEEN RECORDED AS OF JUNE 30, 2011 AND 2010, OR ANY RELATED INTEREST AND PENALTIES INCLUDED IN THE BALANCE SHEETS OR STATEMENTS OF ACTIVITIES. GENERALLY, ULI IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
URBAN LAND INSTITUTE
 
Employer identification number

53-0159845
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
EUROPE (INCLUDING ICELAND & GREENLAND) 1 13 PROGRAM SERVICES ULI'S EUROPEAN RESEARCH CENTER OVERSEES STRATEGY AND DELIVERY FOR BROAD RANGE OF PROJECTS INCLUDING EMERGING TRENDS EUROPE, LESSEN, AND INFOBURSTS.THE URBAN INVESTMENT NETWORK PROVIDES A FORUM FOR EXCHANGE OF KNOWLEDGE BETWEEN PUBLIC AND PRIVATE STAKEHOLDERS TO INCREASE THE LEVEL OF INVESTMENT IN URBAN DEVELOPMENT AND REGENERATION IN EUROPE. 4,945,611
EAST ASIA AND THE PACIFIC 1 1 PROGRAM SERVICES THIS REGION COVERS MANY OF THE SAME PROGRAM AREAS AS EUROPE. THE FOLLOWING THEREFORE IS A JUST A LISTING OF THE PROGRAM HIGHLIGHTS AS IT RELATES TO EACH OF THOSE AREAS:AS OF JUNE 30, 2011 ASIA MEMBERSHIP TOTALED 780.ASIA HAD 3 COUNCILS, NORTH ASIA (HONG KONG), SOUTH ASIA (SINGAPORE, AND JAPAN (TOKYO).IT HELD 2 CONFERENCES (WINTER AND SUMMER) IN TOKYO JAPAN, AND 1 FORUM IN CHINA.IT HELD 1 CONTINUING EDUCATION WORKSHOPS IN THE REGION.IT HELD AN AWARDS FOR EXCELLENCE ASIA PACIFIC PROGRAM.IT PUBLISHED AN EMERGING TRENDS IN REAL ESTATE ASIA PACIFIC, WHICH PROVIDES AN OUTLOOK ON ASIA PACIFIC REAL ESTATE INVESTMENT AND DEVELOPMENT TRENDS, REAL ESTATE FINANCE AND CAPITAL MARKETS, TRENDS BY PROPERTY SECTOR AND METROPOLITAN AREA, AND OTHER REAL ESTATE ISSUES PERTINENT TO THE COUNTRIES IN ASIA. 1,459,724
        THIS REGION COVERS MANY OF THE SAME PROGRAM AREAS AS EUROPE. THE FOLLOWING THEREFORE IS A JUST A LISTING OF THE PROGRAM HIGHLIGHTS AS IT RELATES TO EACH OF THOSE AREAS: AS OF JUNE 30, 2011 ASIA MEMBERSHIP TOTALED 780. ASIA HAD 3 COUNCILS, NORTH ASIA (HONG KONG), SOUTH ASIA (SINGAPORE, AND JAPAN (TOKYO). IT HELD 2 CONFERENCES (WINTER AND SUMMER) IN TOKYO JAPAN, AND 1 FORUM IN CHINA. IT HELD 1 CONTINUING EDUCATION WORKSHOPS IN THE REGION. IT HELD AN AWARDS FOR EXCELLENCE ASIA PACIFIC PROGRAM. IT PUBLISHED AN EMERGING TRENDS IN REAL ESTATE ASIA PACIFIC, WHICH PROVIDES AN OUTLOOK ON ASIA PACIFIC REAL ESTATE INVESTMENT AND DEVELOPMENT TRENDS, REAL ESTATE FINANCE AND CAPITAL MARKETS, TRENDS BY PROPERTY SECTOR AND METROPOLITAN AREA, AND OTHER REAL ESTATE ISSUES PERTINENT TO THE COUNTRIES IN ASIA.  
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 2 14 6,405,335
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 2 14 6,405,335
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
URBAN LAND INSTITUTE
 
Employer identification number
53-0159845
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) RECYCLE-A-BICYCLE35 PEARL STREET
BROOKLYN,NY11201 		11-3422028 501(C)(3) 15,200       WITH THIS GRANT, THE BROOKLYN GREENWAY INITIATIVE (BGI) AND RECYCLE-A-BICYCLE (RAB), IN PARTNERSHIP WITH THE ULI NEW YORKS YOUNG LEADERS GROUP, WILL DEVELOP A CHARRETTE FOR A TECHNICAL ADVISORY COMMITTEE MADE UP OF REPRESENTATIVES FROM OVER 50 STAKEHOLDERS.
(2) AFTER SCHOOL MATTERS INC66 E RANDOLPH 4TH FLOOR
CHICAGO,IL60601 		36-4409182 501(C)(3) 25,000       JC NICHOLS PRIZE FOR VISIONARIES
(3) CHILDREN AT THE CROSSROAD751 N STATE STREET
CHICAGO,IL60654 		36-3654481 501(C)(3) 25,000       JC NICHOLS PRIZE FOR VISIONARIES
(4) DE LA SALLE INSTITUTE3455 SOUTH WABASH AVENUE
CHICAGO,IL60616 		36-2167047 501(C)(3) 25,000       JC NICHOLS PRIZE FOR VISIONARIES
(5) CHILDREN'S MEMORIAL HOSPITAL2300 CHILDRENS PLAZA BOX 268
CHICAGO,IL60614 		36-2170833 501(C)(3) 25,000       JC NICHOLS PRIZE FOR VISIONARIES














2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
5
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) AWARDS FOR HINES STUDENT DESIGN COMPETITION 20 75,000      
(2) DISTRICT COUNCIL URBAN PLAN PROGRAM 58 16,043      
(3) LOS ANGELES DISTRICT COUNCIL HOME AWARD 1 1,000      
(4) ORANGE COUNTY AWARDS FOR EMERGENT LEADERSHIP 7 857      
(5) TRIANGLE DISTRICT COUNCIL HINES URBAN COMPETITION 3 1,000      
(6) SAN DIEGO DISTRICT COUNCIL SMART GROWTH AWARDS FOR EXCELLENCE 1 2,000      
(7) WESTCHESTER DISTRICT COUNCIL COLLINS TIFFANY AWARD 1 583      

Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: MOST OF THE FUNDING PROVIDED TO INDIVIDUALS AND ORGANIZATIONS ARE AWARDS FOR PARTICIPATION IN THE ULI'S AWARD PROGRAMS (MOST NOTABLY THE JC NICHOLS PRIZE FOR VISIONARIES IN URBAN DEVELOPMENT AND THE GERALD D. HINES STUDENT URBAN DESIGN COMPETITION). THE ONE PROGRAM, COMMUNITY ACTION GRANTS, IS A GRANT PROGRAM. DOCUMENTATION REGARDING COMMUNITY ACTION GRANT PROGRAM PROVIDED WITH 2008 FORM FILING. NO CHANGES TO PROGRAM.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
URBAN LAND INSTITUTE
 
Employer identification number

53-0159845
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) PATRICK L PHILLIPS (i)
(ii)		 492,984
0 		25,000
0 		13,116
0 		9,231
0 		11,250
0 		551,581
0 		0
0
(2) RICHARD ROSAN (i)
(ii)		 415,227
0 		5,000
0 		49,638
0 		42,605
0 		4,840
0 		517,310
0 		0
0
(3) CHERYL G CUMMINS (i)
(ii)		 414,098
0 		20,000
0 		24,556
0 		32,188
0 		3,504
0 		494,346
0 		0
0
(4) MICHAEL TERSECK (i)
(ii)		 284,117
0 		25,000
0 		10,670
0 		18,879
0 		1,883
0 		340,549
0 		0
0
(5) WILLIAM KISTLER (i)
(ii)		 283,488
0 		5,000
0 		1,077
0 		11,025
0 		3,928
0 		304,518
0 		0
0
(6) MAUREEN L MCAVEY (i)
(ii)		 230,452
0 		4,600
0 		2,958
0 		13,874
0 		2,388
0 		254,272
0 		0
0
(7) PAMELA H PATENAUDE (i)
(ii)		 226,392
0 		8,800
0 		816
0 		14,171
0 		14,022
0 		264,201
0 		0
0
(8) JOHN P FITZGERALD (i)
(ii)		 117,577
0 		2,500
0 		104,710
0 		7,804
0 		14,322
0 		246,913
0 		0
0
(9) DAVID HOWARD (i)
(ii)		 206,821
0 		12,000
0 		606
0 		12,904
0 		12,474
0 		244,805
0 		0
0
(10) GAYLE L BERENS (i)
(ii)		 172,854
0 		2,600
0 		6,217
0 		10,592
0 		5,272
0 		197,535
0 		0
0
(11) MARY BETH CORRIGAN (i)
(ii)		 168,384
0 		9,900
0 		630
0 		10,191
0 		1,464
0 		190,569
0 		0
0
(12) LORI G HATCHER (i)
(ii)		 158,362
0 		7,200
0 		5,580
0 		9,315
0 		0
0 		180,457
0 		0
0
(13) DEAN A SCHWANKE (i)
(ii)		 152,257
0 		3,100
0 		1,972
0 		9,562
0 		11,348
0 		178,239
0 		0
0
(14) SHAHSWAR AL BALUSHI (i)
(ii)		 150,982
0 		0
0 		128,300
0 		0
0 		5,621
0 		284,903
0 		0
0
(15) MICHAEL HORST (i)
(ii)		 176,667
0 		0
0 		2,959
0 		10,878
0 		6,235
0 		196,739
0 		0
0
(16) JOHN K MCILWAIN (i)
(ii)		 198,779
0 		3,000
0 		5,334
0 		12,426
0 		12,555
0 		232,094
0 		0
0
(17) EDWARD MCMAHON (i)
(ii)		 200,932
0 		3,000
0 		2,772
0 		12,426
0 		10,402
0 		229,532
0 		0
0
(18) THOMAS MURPHY (i)
(ii)		 189,300
0 		3,000
0 		5,334
0 		11,358
0 		0
0 		208,992
0 		0
0
(19) MARTA GOLDSMITH (i)
(ii)		 183,989
0 		8,000
0 		1,992
0 		11,514
0 		12,142
0 		217,637
0 		0
0
(20) STEPHEN R BLANK (i)
(ii)		 182,341
0 		3,000
0 		5,334
0 		11,370
0 		11,393
0 		213,438
0 		0
0
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
  PART I, LINE 1A JOHN P FITZGERALD - FOREIGN HOUSING ALLOWANCE $68,942, TAXABLE COMPENSATION SHAHSWAR AL BALUSHI - FOREIGN HOUSING ALLOWANCE $45,794, TAXABLE COMPENSATION
  PART I, LINE 4A SHAHSWAR AL BALUSHI RECEIVED END OF SERVICE PAYMENT IN THE AMOUNT OF $42,624 AND REPATRIATION IN THE AMOUNT OF $31,402. THIS AMOUNT IS INCLUDED IN OTHER COMPENSATION, SCHEDULE J, PART II, COLUMN B (III).
SUPPLEMENTAL INFORMATION PART III 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.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
URBAN LAND INSTITUTE
 
Employer identification number

53-0159845
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) LUCY NEWSUM DAUGHTER OF TRUSTEE/CHAIRMAN 16,351 WAGES   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
URBAN LAND INSTITUTE
 
Employer identification number

53-0159845
Identifier Return Reference Explanation
  FORM 990, PART I, LINE 6 WE INCLUDE ALL TRUSTEES, MEMBERS ON THE ESTABLISHED COMMITTEES AND ADVISORY GROUPS, AND ESTIMATE A CERTAIN NUMBER OF VOLUNTEERS FOR EACH DISTRICT COUNCIL AND FOR EACH ADVISORY SERVICE PANEL THAT IS PROVIDED.
FORM 990, PART VI, SECTION A, LINE 2   PATRICIA HEALY AND JOHN HEALY-PERSONAL RELATIONSHIP JIM LIGHT AND JIM CHAFFIN-BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 4   ON JANUARY 24, 2011, THE BOARD OF TRUSTEES APPROVED TO INCREASE THE TRUSTEES FROM 100 TO 125.
FORM 990, PART VI, SECTION A, LINE 6   ULI MEMBERS INCLUDE DEVELOPERS, ARCHITECTS, PUBLIC OFFICIALS, PLANNERS, REAL ESTATE BROKERS, APPRAISERS, ACCOUNTANTS, ATTORNEYS, ENGINEERS, FINANCIERS, ACADEMICS, STUDENTS AND LIBRARIANS.
FORM 990, PART VI, SECTION A, LINE 7A   FULL MEMBERS OF ULI ELECT THE TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11   PROCESS FOR MAKING THE FINAL 990 AVAILABLE TO THE VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO ITS BEING FILED WITH THE IRS: AUDITORS WILL REVIEW THE 990 WITH THE AUDIT COMMITTEE THE FINAL 990 WILL BE HOUSED IN A SECURE AREA OF THE ULI WEBSITE. NOTICE OF THE LOCATION OF THE 990 WILL BE EMAILED TO EACH TRUSTEE AND THEY WILL BE 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. RESPONDS ARE SUBMITTED TO THE CFO.
  FORM 990, PART VI, SECTION B, LINE 15 ULI RETAINED AN INDEPENDENT, OUTSIDE CONSULTANT TO REVIEW THE COMPENSATION FOR ITS EXECUTIVES. AS PART OF THIS PROCESS, THE CONSULTANT IDENTIFIED COMPARABLE ORGANIZATIONS AND OBTAINED THE MOST CURRENT COMPENSATION DATA AVAILABLE FOR THEM. THEN, THE CONSULTANT PREPARED A DETAILED WRITTEN REPORT THAT COMPARED UL'S CURRENT EXECUTIVE COMPENSATION AGAINST SIMILAR POSITIONS IN LIKE ORGANIZATIONS. THE WRITTEN REPORT ALSO DESCRIBED THE STUDY METHODOLOGY AND STATED THE CONSULTANT'S OPINION REGARDING THE REASONABLENESS OF ULI'S EXECUTIVE COMPENSATION RELATIVE TO THE IDENTIFIED MARKET COMPARABLES.
  FORM 990, PART VI, SECTION C, LINE 19 URBAN LAND INSTITUTE DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR ITS FINANCIAL STATEMENTS (WHETHER OR NOT AUDITED) AVAILABLE TO THE GENERAL PUBLIC AS FEDERAL TAX LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE PUBLICLY AVAILABLE.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 68,232.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
URBAN LAND INSTITUTE
 
Employer identification number

53-0159845
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) ULI FOUNDATION

1025 THOMAS JEFFERSON ST NW STE 500

WASHINGTON,DC20007
23-7133957 		FUNDRAISING IN SUPPORT OF ULI RESEARCH AND EDUCATION DC 501(C)(3) LINE 7 URBAN LAND INSTITUTE
 
 
No












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) ULI FOUNDATION

 B 1,017,516 CASH
(2) ULI FOUNDATION

 C 10,006,642 CASH
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: