TY 2021 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) James L Hughes...................................................................... Interim President	20.0 ................. 0.0		X	462,545	121,190
(2) PAM HECKLER...................................................................... TREASURER & COO	40.0 ................. 0.0		X	239,700	76,930
(3) Harry C Knipp...................................................................... CHAIR	1.0 ................. 0.0	X		0	0
(4) Ellen H Yankellow...................................................................... VICE CHAIR	1.0 ................. 0.0	X		0	0
(5) John C Weiss...................................................................... SECRETARY	1.0 ................. 0.0	X		0	0
(6) Mouna Aissaoui...................................................................... TRUSTEE	0.5 ................. 0.0	X		0	0
(7) Anthony P Ashton...................................................................... TRUSTEE	0.5 ................. 0.0	X		0	0
(8) Pete Buzy...................................................................... TRUSTEE	0.5 ................. 0.0	X		0	0
(9) Scott Canuel...................................................................... TRUSTEE	0.5 ................. 0.0	X		0	0
(10) Harold E Chappelear...................................................................... TRUSTEE	0.5 ................. 0.0	X		0	0
(11) Charles Chen...................................................................... TRUSTEE	0.5 ................. 0.0	X		0	0
(12) Charles W Cole...................................................................... TRUSTEE	0.5 ................. 0.0	X		0	0
(13) Steve Dubin...................................................................... TRUSTEE	0.5 ................. 0.0	X		0	0
(14) Tisha S Edwards...................................................................... TRUSTEE	0.5 ................. 0.0	X		0	0
(15) Jennifer O Estabrook...................................................................... TRUSTEE	0.5 ................. 0.0	X		0	0
(16) Patricia S Florestano...................................................................... TRUSTEE	0.5 ................. 0.0	X		0	0
(17) Carolyn B Frenkil...................................................................... TRUSTEE	0.5 ................. 0.0	X		0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)
(18) Barry L Garber........................................................................ TRUSTEE	0.5 .......................0.0	X
(19) Brian J Gibbons........................................................................ TRUSTEE	0.5 .......................0.0	X
(20) Mary C Gregory........................................................................ TRUSTEE	0.5 .......................0.0	X
(21) Emerson 'Randy' Hall........................................................................ TRUSTEE	0.5 .......................0.0	X
(22) Joseph R Hardiman........................................................................ TRUSTEE	0.5 .......................0.0	X
(23) Alvin D Katz........................................................................ TRUSTEE	0.5 .......................0.0	X
(24) Ray Lewis........................................................................ TRUSTEE	0.5 .......................0.0	X
(25) Aris Melissaratos........................................................................ TRUSTEE	0.5 .......................0.0	X
(26) Samantha Mellerson........................................................................ TRUSTEE	0.5 .......................0.0	X
(27) Michael E Muldowney........................................................................ TRUSTEE	0.5 .......................0.0	X
(28) Damien Myers........................................................................ TRUSTEE	0.5 .......................0.0	X
(29) Bill Niland........................................................................ TRUSTEE	0.5 .......................0.0	X
(30) Todd L Parchman........................................................................ TRUSTEE	0.5 .......................0.0	X
(31) Nikos Pavlidis........................................................................ TRUSTEE	0.5 .......................0.0	X
(32) Malinda Peeples........................................................................ TRUSTEE	0.5 .......................0.0	X
(33) Nneka Rimmer........................................................................ TRUSTEE	0.5 .......................0.0	X
(34) Alan J Silverstone........................................................................ TRUSTEE	0.5 .......................0.0	X
(35) Frederick G Smith........................................................................ TRUSTEE	0.5 .......................0.0	X
(36) C William Struever........................................................................ TRUSTEE	0.5 .......................0.0	X
(37) Richard L Taylor........................................................................ TRUSTEE	0.5 .......................0.0	X
(38) Mei Xu........................................................................ TRUSTEE	0.5 .......................0.0	X
(39) Megan Bailey........................................................................ Trustee	0.5 .......................0.0	X
(40) Mareco Edwards........................................................................ TRUSTEE	0.5 .......................0.0	X
(41) Sam Lennon........................................................................ Trustee	0.5 .......................0.0	X

(A) Name and business address	(B) Description of services	(C) Compensation
Meridian Biogroup LLC, 4539 Metropolitan Court Suite 221 FREDERICK,MD21704	QUALITY & COMP SVCS	215,996
idfive LLC, 81 Mosher St 3rd floor BALTIMORE,MD21217	website design & dev	148,806
mindgrub technologies llc, 1215 E fort ave suite 200 BALTIMORE,MD21230	web hosting support	124,320
BDO USA LLP, PO Box 642743 PITTSBURGH,PA15264	accounting services	113,984
Charles River Laboratories Inc, 220 N Arch Street BALTIMORE,MD21201	Operations Consult.	81,822
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 9

- TIN:

SCHEDULE A
(Form 990)

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

University of Maryland Baltimore
Foundation Inc

Employer identification number

31-1678679

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2021

Page 2

Part II

Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	34,645,129	27,005,706	26,331,730	45,221,839	33,636,870	166,841,274
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	34,645,129	27,005,706	26,331,730	45,221,839	33,636,870	166,841,274
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) ..						39,421,225
6	Public support. Subtract line 5 from line 4.						127,420,049

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
7	Amounts from line 4..	34,645,129	27,005,706	26,331,730	45,221,839	33,636,870	166,841,274
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	3,939,281	3,945,527	4,991,427	4,892,730	6,444,029	24,212,994
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	107,535	76,285	110,040	22,673	31,934	348,467
11	Total support. Add lines 7 through 10						191,402,735

Gross receipts from related activities, etc. (see instructions) ..................

3,270,929

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2021 (line 6, column (f) divided by line 11, column (f)) .........

66.572 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

67.020 %

16a

33 1/3% support test—2021. If the organization did not check the box on line 13, and line 14 is 33 1/3 % or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2020. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2021

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
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
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
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
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.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on 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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2021 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2020 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2021 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2020 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2021. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2020. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2021

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2021

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2021

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2021

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2021 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2021	(iii) Distributable Amount for 2021
1 Distributable amount for 2021 from Section C, line 6
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2021:
a From 2016.......
b From 2017.......
c From 2018.......
d From 2019.......
e From 2020.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2021 distributable amount
i Carryover from 2016 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2021 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2021 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2022. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2017.....
b Excess from 2018.....
c Excess from 2019.....
d Excess from 2020.....
e Excess from 2021.....

Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

University of Maryland Baltimore
Foundation Inc

Employer identification number

31-1678679

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization University of Maryland Baltimore Foundation Inc

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization University of Maryland Baltimore Foundation Inc		Employer identification number 31-1678679

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization University of Maryland Baltimore Foundation Inc			Employer identification number 31-1678679
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

University of Maryland Baltimore
Foundation Inc

Employer identification number

31-1678679

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can 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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax 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 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, 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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, 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 XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, 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)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII 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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on 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 ....	327,109,533	257,068,449	254,671,402	237,911,179	216,049,650
b	Contributions ...	15,355,807	17,697,306	9,790,217	11,668,201	12,935,466
c	Net investment earnings, gains, and losses	5,075,080	62,939,190	1,144,138	14,454,123	16,943,127
d	Grants or scholarships ...	8,687,247	7,520,259	5,665,167	6,557,282	5,527,601
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	2,809,541	3,075,153	2,872,141	2,804,819	2,489,463
g	End of year balance ......	336,043,632	327,109,533	257,068,449	254,671,402	237,911,179

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

2.580 %

Permanent endowment SchDMd Bullet

68.640 %

Term endowment SchDMd Bullet

28.780 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(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
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........
(3) Other (A) USMF INVESTMENTS	392,129,759	F
(B) COMMONFUND	2,266,973	F
(C) YIYU LERMA LLP	1,357,472	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	395,754,204

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	1,954,553
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	37,403,655
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-23,423,581
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-23,423,581
3	Subtract line 2e from line 1..................			3	60,827,236
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	3,262,604
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	3,262,604
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	64,089,840

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	30,718,106
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e
3	Subtract line 2e from line 1...................			3	30,718,106
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	3,262,604
b	Other (Describe in Part XIII.) ............	4b	2
c	Add lines 4a and 4b.....................			4c	3,262,606
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	33,980,712

Part XIII

Supplemental Information

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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PART V, LINE 4:	ENDOWMENT ACCOUNTS ARE ESTABLISHED AND FUNDED BY DONORS IN SUPPORT OF PROGRAMS AT THE UNIVERSITY OF MARYLAND BALTIMORE. THESE ENDOWMENTS ARE PREDOMINANTLY PERMANENTLY RESTRICTED, AND THEY HAVE VARIOUS PURPOSES INCLUDING SCHOLARSHIPS, PROFESSORSHIPS, LECTURESHIPS, CHAIRS, CAPITAL EXPENDITURES, AND RESEARCH ACTIVITIES.
SCHEDULE D, PART X, LINE 2:	THE FOUNDATION HAS ANALYZED ITS TAX POSITION TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO ASSET OR LIABILITY HAS BEEN RECORDED AS OF JUNE 30, 2021 OR 2020 FOR UNCERTAIN TAX POSITIONS.
SCHEDULE D, PART XII, LINE 5:	Rounding $2

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization
University of Maryland Baltimore
Foundation Inc

Employer identification number

31-1678679

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2021

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 SIDS FUNDRAISER (event type)	(b) Event #2 ACLS (event type)	(c) Other events 1 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	386,411	20,417	10,130	416,958
2	Less: Contributions . . . .	349,404			349,404
3	Gross income (line 1 minus line 2) . . . . . .	37,007	20,417	10,130	67,554

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .
7	Food and beverages . . .
8	Entertainment . . . .
9	Other direct expenses . . .	35,620	35,620
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .		35,620
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .		31,934

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2021

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization
University of Maryland Baltimore
Foundation Inc

Employer identification number
31-1678679

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) University of Maryland Baltimore 650 W Baltimore St Baltimore,MD21201	52-6002033	115	18,075,718	EDUCATION/RESEARCH
(2) University of Maryland Surgical Associates PA (UM 110 S Paca Street Baltimore,MD21201	52-1557551	501(C)(3)	905,074	CLINICAL SUPPORT
(3) Shock Trauma Associates PA (STAPA) 11 S Paca Street Baltimore,MD21201	52-1119350	501(C)(3)	295,602	CLINICAL SUPPORT
(4) Maryland Public Interest Law Project Inc (MPILP) 500 W Baltimore Street Baltimore,MD21201	52-1620485	501(C)(3)	91,500	Program Support
(5) University of Maryland Family Medicine PA 29 S Paca Street Baltimore,MD21201	52-1274266	501(C)(3)	49,606	CLINICAL SUPPORT
(6) University of Maryland Eye Associates PA 250 W Pratt St Baltimore,MD21201	52-6148737	501(C)(3)	42,265	CLINICAL SUPPORT
(7) University of Maryland Neurology Associates PA 110 S Paca Street Baltimore,MD21201	52-1138284	501(C)(3)	38,576	CLINICAL SUPPORT
(8) Med Alumni Association of the Uni of MD NONE Baltimore,MD21201	99-9999999	501(C)(3)	12,865	CLINICAL SUPPORT
(9) University of Maryland Pediatric Associates PA 737 W Lombard Street Baltimore,MD21201	52-1182593	501(C)(3)	12,383	CLINICAL SUPPORT
(10) University of MD Radiation Oncology Assoc 800 W Baltimore St Baltimore,MD21201	52-1266476	501(C)(3)	8,950	CLINICAL SUPPORT
(11) University of Maryland Dermatologists PA 419 Est Redwood Street Baltimore,MD21201	52-1726248	501(C)(3)	6,526	CLINICAL SUPPORT
(12) University of Maryland Orthopaedic Assoc 110 SOUTH PACA STREET Baltimore,MD21201	52-2122145	501(C)(3)	5,796	CLINICAL SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2021

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) Campus: CURE Stipends	21	92,564
(2) Medicine: Scholarships, awards, stipends	79	71,429
(3) Programmatic Assistance	15	47,538
(4) Law: Scholarships, awards, stipends	44	37,515
(5) Social Work: Scholarships, awards, stipends	10	15,125
(6) Dentistry: Scholarships, awards, stipends	13	11,783
(7) Pharmacy: Scholarships, awards, stipends	3	3,333
(8) Nursing: Scholarships, awards, stipends	3	250

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

SCHEDULE I, PART I, LINE 2:

THE ORGANIZATION ESTABLISHES SEPARATE ACCOUNTS TO HOUSE GRANT FUNDS DONATED PURSUANT TO A GRANT AGREEMENT TO PROVIDE SUPPORT FOR A PARTICULAR PROGRAM. THE GRANT AGREEMENT IS REVIEWED AND SIGNED BY THE ORGANIZATION'S TREASURER. PERIODIC GRANT PROGRESS REPORTS AND FINANCIAL REPORTS ARE PREPARED UNDER THE DIRECTION OF THE PRINCIPAL INVESTIGATOR. SUBJECT TO THE LANGUAGE IN THE GRANT AGREEMENT, REMAINING FUNDS ARE RETURNED TO THE GRANTING ORGANIZATION.

Schedule I (Form 990) 2021

Additional Data

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Software Version:

- TIN:

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" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

University of Maryland Baltimore
Foundation Inc

Employer identification number

31-1678679

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2021

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1James L Hughes Interim President	(i) (ii)	462,545 ------------- 0	0 ------------- 0	0 ------------- 0	99,676 ------------- 0	21,514 ------------- 0	583,735 ------------- 0	0 ------------- 0
2PAM HECKLER TREASURER & COO	(i) (ii)	239,700 ------------- 0	0 ------------- 0	0 ------------- 0	55,108 ------------- 0	21,822 ------------- 0	316,630 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2021

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference

Explanation

SCHEDULE J, PART I, LINE 1A:

THE PRESIDENT/CEO IS PROVIDED A MEMBERSHIP IN A PRIVATE DINING AND MEETING ESTABLISHMENT FOR THE SOLE PURPOSE OF CONDUCTING FOUNDATION BUSINESS, AND IS NOT INCLUDED IN TAXABLE COMPENSATION.

SCHEDULE J, PART I, LINE 3:

THE ORGANIZATION HAS NO EMPLOYEES. MEMBERS OF THE ORGANIZATION'S WORKFORCE ARE EMPLOYEES OF THE UNIVERSITY OF MARYLAND, BALTIMORE (UMB). THE ORGANIZATION REIMBURSES THE UNIVERSITY ANNUALLY FOR ITS SHARE OF THE COMPENSATION. UMB IS PART OF THE UNIVERSITY SYSTEM OF MARYLAND, A STATE AGENCY, THEREFORE, COMPENSATION OF OFFICERS AND MEMBERS OF THE ORGANIZATION'S WORKFORCE IS ESTABLISHED, MONITORED, AND GOVERNED BY REGULATIONS AND GUIDELINES IN PLACE FOR ALL STATE OF MARYLAND EMPLOYEES. IN ADDITION, THE ORGANIZATION'S BUDGET WHICH INCLUDES AGGREGATE SALARIES IS REVIEWED BY THE FINANCE COMMITTEE AND FULL BOARD OF TRUSTEES.

Schedule J (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

University of Maryland Baltimore
Foundation Inc

Employer identification number

31-1678679

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	124	1,918,592	AVERAGE MKT HIGH/LOW
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2021)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
SCHEDULE M, PART I, COLUMN (B):	THE ITEMS LISTED IN PART I, LINE 9, SECURITIES - PUBLICLY TRADED, REFERENCES THE NUMBER OF NONCASH CONTRIBUTIONS.

Schedule M (Form 990) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

University of Maryland Baltimore
Foundation Inc

Employer identification number

31-1678679

Return Reference	Explanation
FORM 990, PART III, LINE 4D:	OTHER PROGRAM SERVICES THE UNIVERSITY OF MARYLAND SCHOOL OF NURSING (UMSON) WAS FOUNDED IN 1889 AND IS ONE OF THE OLDEST AND LARGEST NURSING SCHOOLS IN THE NATION. THE MISSION OF THE SCHOOL IS TO SHAPE THE PROFESSION OF NURSING BY DEVELOPING LEADERS IN NURSING EDUCATION, RESEARCH, AND PRACTICE THROUGH EXCELLENT BACCALAUREATE, GRADUATE, AND CONTINUING EDUCATION PROGRAMS; CUTTING-EDGE SCIENCE AND RESEARCH; AND AN INNOVATIVE CLINICAL ENTERPRISE. WITH AN AVERAGE ANNUAL ENROLLMENT OF MORE THAN 2,000 STUDENTS, UMSON IS THE LARGEST NURSING SCHOOL IN MARYLAND. EIGHTY-SEVEN PERCENT OF UMSON'S 165 FACULTY MEMBERS HOLD DOCTORAL DEGREES AND ARE NATIONALLY RECOGNIZED EXPERTS IN TEACHING, RESEARCH, AND CLINICAL PRACTICE. UMSON HAS AN EXCELLENT RECORD OF RECRUITING AND RETAINING A DIVERSE STUDENT POPULATION: CURRENTLY, 12% OF STUDENTS ARE MALE AND 55% REFLECT MINORITY/UNDERREPRESENTED POPULATIONS, EXCEEDING NATIONAL AVERAGES. MORE THAN 23,634 LIVING ALUMNI CARRY ON THE UMSON TRADITION OF EXCELLENCE IN 50 STATES, 4 U.S. TERRITORIES AND 41 COUNTRIES. UMSON HAS STUDENTS AT TWO LOCATIONS: AT THE UNIVERSITY OF MARYLAND, BALTIMORE AND AT THE UNIVERSITIES OF SHADY GROVE IN ROCKVILLE, MARYLAND. U.S. NEWS & WORLD REPORT HAS RANKED UMSON'S BACHELOR OF SCIENCE IN NURSING PROGRAM AMONG THE TOP 10 IN THE NATION; ITS MASTER OF SCIENCE IN NURSING (MSN) AND DOCTOR OF NURSING PRACTICE (DNP) PROGRAMS ARE ALSO RANKED AMONG THE BEST NATIONWIDE. AMONG PUBLIC SCHOOLS OF NURSING, THE SCHOOL'S DNP ADULT-GERONTOLOGY PRIMARY CARE NURSE PRACTITIONER SPECIALTY AND ITS DNP FAMILY NURSE PRACTITIONER SPECIALTY ARE RANKED NO. 1, ITS DNP PEDIATRIC PRIMARY CARE NURSE PRACTITIONER SPECIALTY AND DNP PSYCHIATRIC MENTAL HEALTH NURSE PRACTITIONER SPECIALTY ARE RANKED NO. 2, ITS DNP ADULT-GERONTOLOGY ACUTE CARE NURSE PRACTITIONER/ADULT GERONTOLOGY CLINICAL NURSE SPECIALIST SPECIALTY IS RANKED NO. 3, AND ITS MSN HEALTH SERVICES LEADERSHIP AND MANAGEMENT SPECIALTY IS RANKED NO. 2 IN TWO CATEGORIES FOR BEST ONLINE PROGRAMS. IN ADDITION, THE SCHOOL IS RANKED NO. 25 AMONG ALL INSTITUTIONS IN THE NATION FOR BEST ONLINE MASTER'S IN NURSING PROGRAMS FOR VETERANS. EXPENSES: $4,560,713; GRANTS: $4,506,825; REVENUE: $7,092,501 THE UNIVERSITY OF MARYLAND SCHOOL OF DENTISTRY (SOD), FOUNDED IN 1840, IS THE FIRST DENTAL SCHOOL IN THE WORLD ESTABLISHING THE FIRST DOCTOR OF DENTAL SURGERY DEGREE IN 1841. AS THE ONLY DENTAL SCHOOL IN THE STATE OF MARYLAND, THE SOD PROVIDES ESSENTIAL DENTAL CARE FOR MORE THAN 20,365 PATIENTS RESULTING IN APPROXIMATELY 86,470 PATIENT VISITS, MANY OF WHOM ARE UNDERSERVED. SOD SCIENTISTS, SPECIALIZING IN CANCER, PAIN AND MICROBIOLOGICAL RESEARCH, DISCOVER TREATMENTS THAT INFORM PATIENT CARE. THE SOD BUILDING, COMPLETED IN 2006, IS ONE OF THE MOST TECHNOLOGICALLY ADVANCED DENTAL EDUCATIONAL FACILITIES IN THE WORLD. THROUGH THE INNOVATIVE TECHNOLOGY-BASED CURRICULUM, EACH CLASS OF APPROXIMATELY 130 STUDENTS IS EQUIPPED WITH SKILLS TO EXCEL IN 21ST CENTURY DENTISTRY. UPON GRADUATION, SOD STUDENTS JOIN A NETWORK OF MORE THAN 8,662 ALUMNI WHO ARE LEADERS IN THE ORAL HEALTHCARE FIELD. EXPENSES: $838,311; GRANTS: $741,345; REVENUE: $4,551,600 ESTABLISHED IN 1841, THE UNIVERSITY OF MARYLAND SCHOOL OF PHARMACY IS RANKED 14TH OUT OF MORE THAN 140 SCHOOLS OF PHARMACY BY U.S. NEWS & WORLD REPORT. THE SCHOOL IS A THRIVING CENTER FOR PROFESSIONAL AND GRADUATE EDUCATION, PHARMACEUTICAL CARE, RESEARCH, AND COMMUNITY SERVICE. ITS FACULTY CREATE THE FUTURE OF PHARMACY BY PIONEERING NEW ROLES FOR PHARMACISTS IN ADVANCED CLINICAL PRACTICE AND CONDUCTING CUTTING-EDGE RESEARCH IN DRUG DISCOVERY AND DEVELOPMENT, COMPARATIVE EFFECTIVENESS AND PATIENT-CENTERED OUTCOMES, AND DISEASE MANAGEMENT. A CONTEMPORARY CURRICULUM, INNOVATIVE EDUCATIONAL EXPERIENCES, AND STRATEGIC PROFESSIONAL RELATIONSHIPS HELP TO INSPIRE EXCELLENCE IN THE SCHOOL'S MORE THAN 1,200 STUDENTS, RESIDENTS, AND POSTDOCTORAL FELLOWS. THE SCHOOL OFFERS 10 ACADEMIC PROGRAMS: DOCTOR OF PHARMACY; PHD PROGRAMS IN PALLIATIVE CARE, PHARMACEUTICAL HEALTH SERVICES RESEARCH, AND PHARMACEUTICAL SCIENCES; AND MS PROGRAMS IN MEDICAL CANNABIS SCIENCE AND THERAPEUTICS, PALLIATIVE CARE, PHARMACEUTICAL HEALTH SERVICES RESEARCH, PHARMACEUTICAL SCIENCES, PHARMACOMETRICS, AND REGULATORY SCIENCE. WITH A RESEARCH PORTFOLIO OF MORE THAN $38.5 MILLION IN GRANTS AND CONTRACTS, THE SCHOOL IS RANKED 16TH BY THE AMERICAN ASSOCIATION OF COLLEGES OF PHARMACY AMONGST SCHOOLS OF PHARMACY. IN 2017, THE SCHOOL LAUNCHED ITS EXCLUSIVE PHARMAPRENEURSHIP PROGRAM, WHICH DESCRIBES THE SCHOOL'S COMMITMENT TO SUPPORTING AND BEST POSITIONING BOTH FACULTY AND STUDENTS TO ACHIEVE THEIR CAREER ASPIRATIONS AND ADDRESS OUR NATION'S HEALTH CARE CHALLENGES. EXPENSES: $772,345; GRANTS: $667,260; REVENUE: $3,042,935 THE UMB FOUNDATION MANAGES AND INVESTS PRIVATE GIFTS AND/OR PROPERTY FOR THE BENEFIT OF THE UNIVERSITY OF MARYLAND IN BALTIMORE (UMB), FACILITATES FUNDRAISING PROGRAMS AND CONTRIBUTIONS FROM PRIVATE SOURCES, AND ENGAGES IN OTHER ACTIVITIES TO FURTHER EDUCATIONAL, RESEARCH AND SERVICE MISSIONS OF UMB. UMB IS MARYALND'S PUBLIC ACADEMIC HEALTH AND LAW UNIVERSITY DEVOTED TO PROFESSIONAL AND GRADUATE EDUCATION, RESEARCH, PATIENT CARE, AND PUBLIC SERVICE. UMB INCLUDES THE SCHOOLS OF MEDICINE, LAW, PHARMACY, DENTISTRY, NURSING, PUBLIC HEALTH, AND SOCIAL WORK, THE HEALTH SCIENCES & HUMAN SERVICES LIBRARY. USING STATE-OF-THE-ART TECHNOLOGICAL SUPPORT. UMB EDUCATES LEADERS IN HEALTH CARE DELIVERY, BIOMEDICAL SCIENCES, SOCIAL SERVICES, AND LAW. BY CONDUCTING INTERNATIONALLY RECOGNIZED COLLABORATIVE RESEARCH TO CURE DISEASE AND TO IMPROVE THE HEALTH, SOCIAL FUNCTIONING AND TREATMENT OF THE PEOPLE IT SERVES, THE UNIVERSITY FOSTERS ECONOMIC DEVELOPMENT IN THE CITY, STATE AND REGION. UMB IS A MAJOR EMPLOYER IN BALTIMORE, GENERATING $13 IN ECONOMIC ACTIVITY FOR EVERY $1 OF STATE GENERAL FUNDS INVESTED IN FY 2022. UMB WAS AWARDED $654.2 MILLION IN RESEARCH AND GRANT FUNDING. EXPENSES: $1,921,371; GRANTS: $835,987; REVENUE: $-1,892,119
FORM 990, PART VI, SECTION B, LINE 11B:	A DRAFT VERSION OF FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE ORGANIZATION'S BOARD OF TRUSTEES. THIS COMMITTEE REVIEWS THE RETURN. ANY CORRECTIONS OR SUGGESTIONS ARE MADE TO THE DRAFT RETURN. UPON FORMAL APPROVAL BY THIS BODY, THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE BY THE EXTENDED DUE DATE. THE APPROVED FILING IS AVAILABLE TO THE FULL BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12C:	THE BOARD OF TRUSTEES AND OFFICERS OF THE ORGANIZATION ARE REQUIRED TO REVIEW THE CONFLICT-OF-INTEREST POLICY AND COMPLETE A DISCLOSURE FORM ANNUALLY TO INDICATE ANYTHING THAT THEY PERCEIVE TO BE A CONFLICT AS DESCRIBED IN THE POLICY. THE PRESIDENT OF THE ORGANIZATION MAINTAINS A RECORD THAT INDICATES COMPLIANCE WITH THIS POLICY BY EACH BOARD MEMBER.
FORM 990, PART VI, SECTION B, LINE 15:	THE ORGANIZATION HAS NO EMPLOYEES. MEMBERS OF THE ORGANIZATION'S WORKFORCE ARE EMPLOYEES OF THE UNIVERSITY OF MARYLAND, BALTIMORE (UMB). THE ORGANIZATION REIMBURSES THE UNIVERSITY ANNUALLY FOR ITS SHARE OF THE COMPENSATION. UMB IS PART OF THE UNIVERSITY SYSTEM OF MARYLAND, A STATE AGENCY, THEREFORE, COMPENSATION OF OFFICERS AND MEMBERS OF THE ORGANIZATION'S WORKFORCE IS ESTABLISHED, MONITORED, AND GOVERNED BY REGULATIONS AND GUIDELINES IN PLACE FOR ALL STATE OF MARYLAND EMPLOYEES. IN ADDITION, THE ORGANIZATION'S BUDGET WHICH INCLUDES AGGREGATE SALARIES IS REVIEWED BY THE FINANCE COMMITTEE AND FULL BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19:	THE ORGANIZATION MAINTAINS A PUBLIC DISCLOSURE FILE IN ITS OFFICE WHERE THE BOOKS AND RECORDS ARE MAINTAINED. THIS FILE CONTAINS IRS FORM 1023 APPLICATION OF RECOGNITION OF EXEMPTION AND THE PUBLIC DISCLOSURE VERSION OF IRS FORM 990 RETURN OR ORGANIZATION EXEMPT FROM INCOME TAX FOR THE THREE MOST RECENT FISCAL YEARS. THESE DOCUMENTS PLUS THE ARTICLES OF INCORPORATION BYLAWS, CONFLICT OF INTEREST AND NEPOTISM POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SOLICIT/RECEIVE CONTRIBUTIONS/GRANTS FROM GENERAL PUBLIC TO HOLD, INVEST AND ADMINISTER THESE FUNDS AND PAY EXPENDITURES FOR UNIVERSITY AND SERVE IN ADVISORY ROLE TO PRESIDENT.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	38
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	38
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	45,221,839	33,636,870
9	Program service revenue (Part VIII, line 2g) .........	187,609	74,721
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	14,542,625	30,346,315
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	22,673	31,934
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	59,974,746	64,089,840
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	17,183,808	18,199,533
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)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 6,860,643
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	7,342,886	15,781,179
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	24,526,694	33,980,712
19	Revenue less expenses. Subtract line 18 from line 12.......	35,448,052	30,109,128
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	437,980,331	444,522,086
21	Total liabilities (Part X, line 26).............	4,294,330	4,150,538
22	Net assets or fund balances. Subtract line 21 from line 20.....	433,686,001	440,371,548

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 8,348,497 including grants of $ 7,127,250 ) (Revenue $ 31,835,489 )
	COMMEMORATING ITS 210TH ANNIVERSARY, THE UNIVERSITY OF MARYLAND SCHOOL OF MEDICINE (UMSOM) WAS CHARTERED IN 1807 AS THE FIRST PUBLIC MEDICAL SCHOOL IN THE UNITED STATES. NOW IN ITS THIRD CENTURY, THE UMSOM WAS CHARTERED IN 1807 AS THE FIRST PUBLIC MEDICAL SCHOOL IN THE UNITED STATES. IT CONTINUES TODAY AS ONE OF THE FASTEST GROWING, TOP-TIER BIOMEDICAL RESEARCH ENTERPRISES IN THE WORLD - WITH 46 ACADEMIC DEPARTMENTS, CENTERS, INSTITUTES, AND PROGRAMS, AND A FACULTY OF MORE THAN 3,000 PHYSICIANS, SCIENTISTS, AND ALLIED HEALTH PROFESSIONALS, INCLUDING MEMBERS OF THE NATIONAL ACADEMY OF MEDICINE AND THE NATIONAL ACADEMY OF SCIENCES, AND A DISTINGUISHED TWO-TIME WINNER OF THE ALBERT E. LASKER AWARD IN MEDICAL RESEARCH. THE SCHOOL OF MEDICINE, WHICH RANKS AS THE 8TH HIGHEST AMONG PUBLIC MEDICAL SCHOOLS IN RESEARCH PRODUCTIVITY (ACCORDING TO THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES PROFILE) IS AN INNOVATOR IN TRANSLATIONAL MEDICINE, WITH 606 ACTIVE PATENTS AND 52 START-UP COMPANIES. IN THE LATEST U.S. NEWS & WORLD REPORT RANKING OF THE BEST MEDICAL SCHOOLS, PUBLISHED IN 2021, THE UMSOM IS RANKED #9 AMONG THE 92 PUBLIC MEDICAL SCHOOLS IN THE U.S., AND IN THE TOP 15 PERCENT (#27) OF ALL 192 PUBLIC AND PRIVATE U.S. MEDICAL SCHOOLS. THE SCHOOL OF MEDICINE WORKS LOCALLY, NATIONALLY, AND GLOBALLY, WITH RESEARCH AND TREATMENT FACILITIES IN 36 COUNTRIES AROUND THE WORLD. WITH AN OPERATING BUDGET OF MORE THAN $1.3 BILLION, THE SCHOOL OF MEDICINE WORKS CLOSELY IN PARTNERSHIP WITH THE UNIVERSITY OF MARYLAND MEDICAL CENTER AND MEDICAL SYSTEM TO PROVIDE RESEARCH-INTENSIVE, ACADEMIC AND CLINICALLY-BASED CARE FOR NEARLY 2 MILLION PATIENTS EACH YEAR. THE SCHOOL OF MEDICINE HAS NEARLY $600 MILLION IN EXTRAMURAL FUNDING, WITH MOST OF ITS ACADEMIC DEPARTMENTS HIGHLY RANKED AMONG ALL MEDICAL SCHOOLS IN THE NATION IN RESEARCH FUNDING. AS ONE OF THE SEVEN PROFESSIONAL SCHOOLS THAT MAKE UP THE UNIVERSITY OF MARYLAND, BALTIMORE CAMPUS, THE SCHOOL OF MEDICINE HAS A TOTAL POPULATION OF NEARLY 9,000 FACULTY AND STAFF, INCLUDING 2,500 STUDENTS, TRAINEES, RESIDENTS, AND FELLOWS. WHILE OUR MEDICAL STUDENTS COMPRISE NEARLY HALF OF THE TOTAL STUDENT ENROLLMENT, OUR STUDENT BODY ALSO INCLUDES ALLIED HEALTH AND PHYSICAL THERAPY STUDENTS, AS WELL AS GRADUATE STUDENTS AND STUDENTS PURSUING COMBINED DEGREES. WE CURRENTLY HAVE TEN JOINT DEGREE PROGRAMS: TWO DOCTORATE PROGRAMS (MD/PHD AND MD/DDS), SEVEN MD/MASTER'S DEGREE PROGRAMS, AND A DPT/PHD DEGREE PROGRAM WITHIN THE DEPARTMENT OF PHYSICAL THERAPY & REHABILITATION SCIENCES.

4b	(Code: ) (Expenses $ 4,082,315 including grants of $ 3,423,825 ) (Revenue $ 11,740,223 )
	THE UMB FOUNDATION SUPPORTS ACADEMIC PROGRAMS AND CLINICAL AND RESEARCH ACTIVITIES IN THE UNIVERSITY OF MARYLAND FRANCIS KING CAREY SCHOOL OF LAW (MARYLAND CAREY LAW). ESTABLISHED IN 1816, MARYLAND CAREY LAW BEGAN REGULAR INSTRUCTION IN 1824. IT IS THE THIRD OLDEST LAW SCHOOL IN THE NATION. THE INNOVATIVE ACADEMIC AND SPECIALTY PROGRAMS HAVE GARNERED NATIONAL AND INTERNATIONAL RECOGNITION. THE MARYLAND CAREY LAW'S EXPERIENTIAL PROGRAMS ARE AMONG THE MOST EXTENSIVE IN THE COUNTRY, INCLUDING THE NATIONALLY RANKED CLINICAL LAW PROGRAM, WHICH OFFERS MORE THAN 75,000 HOURS OF FREE LEGAL SERVICES TO THE STATE OF MARYLAND AND HAS BEEN IN EXISTENCE FOR MORE THAN 40 YEARS. INTERDISCIPLINARY SPECIALTY PROGRAMS ARE OFFERED IN ENVIRONMENTAL LAW AND LAW AND HEALTH CARE. OTHER PROGRAMS INCLUDE ADVOCACY, ALTERNATIVE DISPUTE RESOLUTION, BUSINESS LAW, INTELLECTUAL PROPERTY LAW AND INTERNATIONAL AND COMPARATIVE LAW. THE MARYLAND CAREY LAW SEEKS TO PROMOTE A MORE JUST SOCIETY BY EDUCATING OUTSTANDING LAWYERS AND LEADERS, ADVANCE THE UNDERSTANDING OF LAW AND LEGAL INSTITUTIONS AND ENHANCE ACCESS TO JUSTICE. EXCELLENCE IN TEACHING PREPARES STUDENTS FOR LEADERSHIP AND PROFESSIONAL SUCCESS IN A WIDE RANGE OF CAREERS AND PROMOTES IN BOTH STUDENTS AND FACULTY THE HIGHEST STANDARD OF PUBLIC AND PROFESSIONAL SERVICE.

4c	(Code: ) (Expenses $ 1,213,022 including grants of $ 1,012,081 ) (Revenue $ 3,097,717 )
	THE UMB FOUNDATION SUPPORTS ACADEMIC PROGRAMS, RESEARCH AND COMMUNITY WORK AT THE UNIVERSITY OF MARYLAND SCHOOL OF SOCIAL WORK (SSW). SSW'S MISSION IS TO DEVELOP PRACTITIONERS, LEADERS AND SCHOLARS TO ADVANCE THE WELL-BEING OF POPULATIONS AND COMMUNITIES AND TO PROMOTE SOCIAL JUSTICE. AS NATIONAL LEADERS, WE CREATE AND USE KNOWLEDGE FOR EDUCATION, SERVICE INNOVATION, AND POLICY DEVELOPMENT. SSW IS A HIGHLY-RANKED INSTITUTION THAT PRODUCES OUTSTANDING SOCIAL WORKERS WHOSE PRACTICE ADVANCES THE WELL-BEING OF ALL THE PEOPLE THEY SERVE. U.S. NEWS & WORLD REPORT RANKS THE SCHOOL 21ST IN THEIR LIST OF SOCIAL WORK GRADUATE SCHOOLS IN AMERICA. THE SCHOOL SERVES SOCIETY THROUGH THE DEVELOPMENT OF KNOWLEDGE IN EDUCATION, RESEARCH, SCHOLARSHIP, SERVICE INNOVATION, AND ADVOCACY. SSW WAS CREATED IN 1961 AND HAS GROWN TO BECOME ONE OF THE LARGEST AND MOST RESPECTED SCHOOLS OF SOCIAL WORK IN AMERICA. PART OF A PUBLIC UNIVERSITY IN A DIVERSIFIED STATE AND REGION, THE SCHOOL PROMOTES RESEARCH ON SOCIAL WORK SERVICES AND SOCIAL AND ECONOMIC JUSTICE IN ALL OF ITS ACTIVITIES. SSW STUDENTS PROVIDE OVER 421,000 HOURS OF SOCIAL WORK SERVICES A YEAR WITHIN THE STATE OF MARYLAND AND SURROUNDING COMMUNITIES. THE STUDENT BODY CONCENTRATION BREAKOUT IS GENERALLY 80% CLINICAL AND 20% MACRO (MANAGEMENT & COMMUNITY ORGANIZATION), THE LARGEST MACRO CONCENTRATION PROGRAM IN THE COUNTRY. IN ADDITION TO THE SCHOOL'S ACADEMIC SIDE, SSW HAS MULTIPLE COMMUNITY SERVICE PROGRAMS SUCH AS SWCOS (SOCIAL WORK COMMUNITY OUTREACH SERVICES). SWCOS PROVIDES STUDENTS WITH HANDS-ON EXPERIENCE WORKING ON CRITICAL SOCIAL ISSUES IN AN ENCOURAGING, CREATIVE ATMOSPHERE THAT PREPARES THEM TO BE LEADERS IN COMMUNITY SOCIAL WORK; IT PROVIDES THOSE IN NEED WITH QUALITY SERVICES; AND CREATES RESEARCH OPPORTUNITIES TO GENERATE NEW KNOWLEDGE IN SOCIAL WORK PRACTICE. THE SSW ALSO HAS AROUND $33M IN ANNUAL RESEARCH AND TRAINING GRANTS.

	(Code: ) (Expenses $ 4,560,713 including grants of $ 4,506,825 ) (Revenue $ 7,092,501 )
	Nursing

	(Code: ) (Expenses $ 838,311 including grants of $ 741,345 ) (Revenue $ 4,551,600 )
	Dentistry

	(Code: ) (Expenses $ 772,345 including grants of $ 667,260 ) (Revenue $ 3,042,935 )
	Pharmacy

	(Code: ) (Expenses $ 1,921,371 including grants of $ 835,987 ) (Revenue $ -1,892,119 )
	All Others

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 8,092,740 including grants of $ 6,751,417 ) (Revenue $ 12,794,917 )
4e	Total program service expenses21,736,574

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	702,245	0	198,120

1a	Federated campaigns..		1a	37,363
b	Membership dues..		1b
c	Fundraising events..		1c	349,404
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	33,250,103

g	Noncash contributions included in lines 1a - 1f:$		1g	1,918,592

h Total. Add lines 1a-1f.......		33,636,870

		Business Code
2a	CONFERENCES/EDUCATIONAL PROGRAMS	611710	40,861	40,861
b	CONTRACTS AND PUBLICATIONS	611710	29,636	29,636
c	FACULTY, STAFF, AND ALUMNI FUNCTIONS	900099	4,200	4,200
d	MEMBERSHIPS AND DUES	900099	24	24
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		74,721

3 Investment income (including dividends, interest, and othersimilar amounts) ......			6,444,029			6,444,029
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)	0	0	6c
d	Net rental income or (loss).......			0
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		31,586,385	7a
b	Less: cost or other basis and sales expenses		7,684,099	7b
c	Gain or (loss)		23,902,286	7c
d	Net gain or (loss).........			23,902,286			23,902,286
8a	Gross income from fundraising events (not including $ 349,404of contributions reported on line 1c). See Part IV, line 18 ....
			8a	67,554
b	Less: direct expenses ...		8b	35,620
c	Net income or (loss) from fundraising events..			31,934			31,934
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See instructions.....			64,089,840	74,721		30,378,249

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	17,919,995	17,919,995
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	279,538	279,538
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	0
9	Other employee benefits .......	0
10	Payroll taxes ...........	0
11	Fees for services (non-employees):
a	Management ......	3,431,371	1,359,873	1,656,651	414,847
b	Legal .........	8,056	5,707	2,349
c	Accounting ...........	109,352		109,352
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	3,262,604		3,262,604
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	0
12	Advertising and promotion ....	549,893	497,848	8,412	43,633
13	Office expenses .......	338,214	161,991	121,396	54,827
14	Information technology ......	372,267	177,261	140,817	54,189
15	Royalties ..	0
16	Occupancy ...........	130,680	130,680
17	Travel ............	134,814	130,087	4,397	330
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	879,343	771,840	39,254	68,249
20	Interest ...........	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	0
23	Insurance ...	33,333	8,368	23,262	1,703
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PRINTING & PUBLICATIONS	228,719	86,843	11,313	130,563
b	EQUIPMENT PUR., RENT, REPAIR	183,647	182,745	902
c	MISCELLANEOUS EXPENSES	6,118,886	23,798	2,786	6,092,302
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	33,980,712	21,736,574	5,383,495	6,860,643
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			0	1	0
2	Savings and temporary cash investments .........			5,861,412	2	7,906,103
3	Pledges and grants receivable, net ......			45,631,000	3	36,821,654
4	Accounts receivable, net .............			0	4	0
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			0	7	0
8	Inventories for sale or use ............			0	8	0
9	Prepaid expenses and deferred charges ......			92,051	9	99,427
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	0
b	Less: accumulated depreciation	10b	0	0	10c	0
11	Investments—publicly traded securities .			1,404,540	11	1,272,277
12	Investments—other securities. See Part IV, line 11 .....			380,902,552	12	395,754,204
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			4,088,776	15	2,668,421
16	Total assets. Add lines 1 through 15 (must equal line 33)...			437,980,331	16	444,522,086

17	Accounts payable and accrued expenses .....	1,995,661	17	2,195,985
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	0
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	2,298,669	25	1,954,553
26	Total liabilities. Add lines 17 through 25..	4,294,330	26	4,150,538

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	46,761,052	27	41,580,574
28	Net assets with donor restrictions ...........	386,924,949	28	398,790,974
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	433,686,001	32	440,371,548
33	Total liabilities and net assets/fund balances ........	437,980,331	33	444,522,086