University of Iowa Foundation

Accountability to Donors and the Public

Investment Performance

Fiscal Year 2013

• March 31, 2013: Report
• December 31, 2012: Report
• September 30, 2012: Report

Previous Years

• June 30, 2012: Report | Summary
• June 30, 2011: Report | Summary
• June 30, 2010: Report | Summary
• June 30, 2009: Report | Summary
• June 30, 2008: Report | Summary

Note: The endowment pool managed by the UI Foundation is labeled as the “long-term investment pool” on the above documents.

Financial Information

For over fifty years, the foundation has voluntarily engaged an independent auditing firm to audit the finances of the foundation. Each and every year, the foundation has received a clean audit opinion. Independent Audit Report

• Form 990 (Return of Organization Exempt From Income Tax)

If you would like a printed copy of the above Independent Audit Report, Form 990, or our Form 990-T (Exempt Organization Business Income Tax Return), please email uiowa-foundation@uiowa.edu to contact the University of Iowa Foundation.

Resources

• Donor Intent Policy
• Policy on Safeguarding and Disclosure of Foundation Information
• Privacy Policy

The Iowa Register of Accountability

The Iowa Register of Accountability, which appears on the web site of the University of Iowa’s Larned A. Waterman Iowa Nonprofit Resource Center, is a listing of nonprofit organizations that have committed themselves to sound management, ethical conduct, public accountability, and continuous improvement as defined in the Iowa Principles and Practices for Charitable Nonprofit Excellence. The Principles and Practices, which were developed by the Iowa Governor’s Nonprofit Task Force to demonstrate Iowa nonprofit organizations’ concerted efforts toward efficient, effective, and ethical operation, have been unanimously endorsed and adopted by the UI Foundation Board of Directors.