Uli Foundation
- Assets
- $58.1m
- Revenue
- $10.3m
- Investments
- $37.8m
- Employees
- 0
- Location
- Washington, DC
- Founding
- 05/1972
- Data as of
- 06/2020
- EIN
- 23-7133957
Organization Overview
Uli Foundation, operating under the name Ulif Uli Foundation Ulf, is located in Washington, DC. The organization was established in 1972. According to its NTEE Classification (V34) the organization is classified as: Urban Studies, under the broad grouping of Social Science and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ulif Uli Foundation Ulf is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2020, Ulif Uli Foundation Ulf generated $10.3m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 11.6% each year . All expenses for the organization totaled $9.0m during the year ending 06/2020. While expenses have increased by 5.3% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
THE ULI FOUNDATION SUPPORTS THE MISSION OF THE URBAN LAND INSTITUTE BY PROVIDING AN ASSURED SOURCE OF FUNDING FOR ULI'S CORE RESEARCH, EDUCATION, AND PUBLIC SERVICE ACTIVITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PRIMARILY GRANTS TO THE URBAN LAND INSTITUTE:SUPPORTS RESEARCH AND EDUCATION ACTIVITIES OF THE INSTITUTE - A RELATED ORGANIZATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Faron Hill Chairman | OfficerTrustee | 2 | $0 |
Peter Ballon Uli Global Chair | OfficerTrustee | 2 | $0 |
Jim Klingbeil Chairman Emeritus | OfficerTrustee | 2 | $0 |
Douglas Abbey Campaign Co-Chair | OfficerTrustee | 2 | $0 |
Bruce Etkin Secretary | OfficerTrustee | 2 | $0 |
Mary Hager Treasurer | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $8,777,024 |
| Investment income | $527,003 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $979,441 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $10,283,468 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $43,693 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $47,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $235,797 |
| Advertising and promotion | $0 |
| Office expenses | $22,135 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $8,267 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $10,687 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $8,970,704 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $867,855 |
| Pledges and grants receivable | $13,183,614 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Investments—publicly traded securities | $6,242,570 |
| Investments—other securities | $37,831,584 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $8,530 |
| Total assets | $58,134,153 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $7,393,307 |
| Total liabilities | $7,393,307 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $50,740,846 |
Grants Recieved
Over the last fiscal year, we have identified 27 grants that Uli Foundation has recieved totaling $4,916,707.
| Awarding Organization | Amount |
|---|---|
Urban Land Institute Washington, DC PURPOSE: CONTRIBUTION | $1,197,938 |
The Jpb Foundation New York, NY PURPOSE: DRIVING INNOVATION AND PARTNERSHIPS TO CREATE GREENER, MORE RESILIENT, AND MORE EQUITABLE COMMUNITIES | $650,000 |
The Jpb Foundation New York, NY PURPOSE: DRIVING INNOVATION AND PARTNERSHIPS TO CREATE GREENER, MORE RESILIENT, AND MORE EQUITABLE COMMUNITIES | $610,000 |
Walton Family Foundation Inc Bentonville, AR PURPOSE: TO BUILD CAPACITY AND SUPPORT PROGRAMMING THAT ALLOWS FOR EDUCATING DIVERSE STAKEHOLDER GROUPS AND ADVANCING BEST PRACTICES IN REAL ESTATE DEVELOPMENT FOR LAND-USE MANAGEMENT, WITH AN EMPHASIS ON MOBILITY AND HOUSING AFFORDABILITY. | $478,250 |
Jp Morgan Chase Foundation New York, NY PURPOSE: IN SUPPORT OF NEIGHBORHOOD REVITALIZATION | $300,000 |
Jp Morgan Chase Foundation New York, NY PURPOSE: GENERAL OPERATING SUPPORT | $250,000 |
Endowment Analysis
| Beg. Balance | $53,327,888 |
| Earnings | -$2,083,817 |
| Net Contributions | $19,020,751 |
| Other Expense | $7,973,266 |
| Ending Balance | $62,291,556 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Federalist Society For Law & Public Policy Studies Washington, DC | $35,150,091 | $18,916,989 |
Population Reference Bureau Inc Washington, DC | $17,681,286 | $16,562,453 |
Cpwr The Center For Construction Research And Training Silver Spring, MD | $10,704,322 | $15,767,694 |
Institute For Operations Research And The Management Sciences Catonsville, MD | $26,434,538 | $15,117,457 |
Peter G Peterson Institute For International Economics Washington, DC | $95,222,142 | $11,048,331 |
American Economic Association Inc Nashville, TN | $56,285,303 | $13,278,131 |
Economic Policy Institute Washington, DC | $19,510,723 | $16,459,436 |
Becket Fund Washington, DC | $15,541,342 | $13,973,613 |
Population Connection Washington, DC | $30,123,738 | $13,836,207 |
Uli Foundation Washington, DC | $58,134,153 | $10,283,468 |
The Fund For American Studies Washington, DC | $28,894,922 | $6,879,817 |
Americans For Prosperity Foundation Arlington, VA | $16,106,474 | $11,877,459 |