UNIVERSITY OF GEORGIA FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF GEORGIA FOUNDATION (EIN 58-6033837)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-12
- IRS object ID
- 202113169349309266
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T14:33:36-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W 5TH ST STE 800 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586033837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF GEORGIA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 7065426677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PRESS PLACE NO 101 | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E BRETT JACKSON | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7065426677 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E | PersonFirstNm |
| Person Last | BRETT JACKSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN M HUTCHINSON | PreparerPersonNm |
| PTIN | P01048557 | PTIN |
| Phone | 3362753394 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | E BRETT JACKSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PRESS PLACE | AddressLine1Txt |
| City | SUITE ATHENS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $449,111,507 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UGAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1937 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SUPPORT FOR THE TEACHING, RESEARCH, PUBLIC SERVICE AND OUTREACH PROGRAMS OF THE UNIVERSITY OF GEORGIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 40 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | -$3,465,628 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,512,647 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $95,326,297 | PYContributionsGrantsAmt |
| CY Contributions Grants | $119,315,500 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,369,349 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,426,650 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,464,024 | PYInvestmentIncomeAmt |
| CY Investment Income | $95,790,187 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,919,603 | PYOtherRevenueAmt |
| CY Other Revenue | $8,402,562 | CYOtherRevenueAmt |
| PY Total Revenue | $126,079,273 | PYTotalRevenueAmt |
| CY Total Revenue | $224,934,899 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $88,045,303 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $76,410,285 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,437,902 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,300,528 | PYOtherExpensesAmt |
| CY Other Expenses | $10,858,920 | CYOtherExpensesAmt |
| PY Total Expenses | $104,345,831 | PYTotalExpensesAmt |
| CY Total Expenses | $87,269,205 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $21,733,442 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $137,665,694 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,437,926,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,902,716,791 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $90,419,616 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100,884,420 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,347,506,492 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,801,832,371 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $80,491,793 | ExpenseAmt |
| Grant | $76,410,285 | GrantAmt |
| Revenue | $4,754,688 | RevenueAmt |
| Desc | THE UNIVERSITY OF GEORGIA FOUNDATION ("THE FOUNDATION") WAS CHARTERED IN 1937 TO ESTABLISH AND MAINTAIN ENDOWMENTS FOR THE SUPPORT OF THE ACADEMIC PROGRAMS OF THE UNIVERSITY OF GEORGIA. THE FOUNDATION MANAGES FUNDS ESTABLISHED WITH THE FOUNDATION IN ACCORDANCE WITH THE INSTRUCTIONS OF THE DONOR AND PROVIDES FINANCIAL SUPPORT UPON REQUEST TO THE UNIVERSITY OF GEORGIA FOR SCHOLARSHIPS, FACULTY SALARY SUPPLEMENT, AWARDS AND LECTURESHIPS AND OPERATING PROGRAMS INVOLVING FUNDRAISING AND CONSTITUENT RELATIONS. | Desc |
| Total Program Service Expenses | $80,491,793 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 150 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 40 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E BRETT JACKSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7065426677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PRESS PLACE SUITE 101 | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30602 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| ALLISON AUSBAND | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ELEANOR BANISTER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BATTLE | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BOUDENS | |||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS BROWN | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LEAH BROWN | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARK CHANDLER | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES CHILDS | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GUYTON COCHRAN | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VICTOR CORRIGAN | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD COURTS | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BETSY COX | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CRAWFORD | |||||||
| CHAIR | 8.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JIM DINKINS | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL DOUGLAS | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HILL FEINBERG | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ELISHA FINNEY | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN DILL | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER FLANAGAN | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MITCHELL GREEN | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN JOINER | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE JONES | |||||||
| STRATEGIC VICE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY JUNEAU | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH KELLY | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SETH KNIGHT | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES KNOX | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MANGAN | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TED MCMULLAN | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JERE MOREHEAD | |||||||
| EX-OFFICIO TRUSTEE - PRESIDENT | 3.00 | 37.00 | Yes (X) | $0 | $683,506 | $252,999 | |
| JOHN PARKER | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICK PENNELL | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NEAL QUIRK | |||||||
| EXECUTIVE VICE-CHAIR | 6.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELIZABETH CORRELL RICHARDS | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN SCHRAUDENBACH | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JODI SELVEY | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SHIPLEY | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $314,521 | $46,792 | |
| BONNEY SHUMAN | |||||||
| TREASURER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DOROTHY SIFFORD | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KIM STAMPER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY STOREY | |||||||
| OPERATIONAL VICE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEE YANCEY | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD YOUNG | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JASON A BULL | |||||||
| CIO | 40.00 | 0.00 | $0 | $262,922 | $83,338 | Yes (X) | |
| BRETT JACKSON | |||||||
| CFO | 20.00 | 20.00 | $0 | $159,080 | $63,749 | Yes (X) | |
| KELLY KERNER | |||||||
| EXECUTIVE DIRECTOR | 15.00 | 25.00 | $0 | $380,966 | $56,398 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,800,995 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $503,276 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PRIME BUCHHOLZ LLC | |||||
| 273 CORPORATE DRIVE | PORTSMOUTH | NH | 03801 | INVESTING SERVICES | $407,240 |
| KPMG LLP | |||||
| DEPT 0608 PO BOX 120608 | DALLAS | TX | 75312 | AUDIT SERVICES | $404,361 |
| BLACKBAUD INC | |||||
| 2000 DANIEL ISLAND DRIVE | CHARLESTON | SC | 29491 | CRM SERVICE | $231,994 |
| LOS ATLANTA HOLDINGS LLC | |||||
| 3475 LENOX ROAD SUITE 275 | ATLANTA | GA | 30326 | RENT FOR OLO BUILDING | $135,597 |
| VANDERKLOOT FILM & TELEVISION INC | |||||
| 931 MONROE DRIVE NE STE A102-337 | ATLANTA | GA | 30308 | PRODUCTION SERVICE | $101,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $466,979 | FundraisingAmt |
| Related Organizations | $5,267,832 | RelatedOrganizationsAmt |
| All Other Contributions | $113,580,689 | AllOtherContributionsAmt |
| Noncash Contributions | $15,555,896 | NoncashContributionsAmt |
| Total Contributions | $119,315,500 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTS FROM STUDY ABROAD | 531110 | $1,066,306 | $1,066,306 |
| INVESTMENT FEE FROM RELATED ORG | 525990 | $283,967 | $283,967 |
| EVENT REGISTRATIONS | 900099 | $76,377 | $76,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,426,650 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,314,501 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$3,465,628 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,780,129 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,977,035 | TotalRevenueColumnAmt |
| Exclusion | $4,977,035 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $302,185,595 | SecuritiesAmt |
| Other | $1,391,977 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $223,224,496 | SecuritiesAmt |
| Other | $877,390 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $78,961,099 | SecuritiesAmt |
| Other | $514,587 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,475,686 | TotalRevenueColumnAmt |
| Exclusion | $79,475,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $172,211 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $466,979 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $74,722 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,489 | TotalRevenueColumnAmt |
| Exclusion | $97,489 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RETURN OF PY BUILDING FUNDS | 900099 | $1,876,284 | $1,876,284 |
| OTHER | 900099 | $787,204 | $787,204 |
| GA DEPT OF REV LICENSE PLATES | 900099 | $664,550 | $664,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,328,038 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $224,934,899 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,754,688 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$3,465,628 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,330,339 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,410,285 | TotalAmt |
| Program Services | $76,410,285 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,364 | TotalAmt |
| Program Services | $25,618 | ProgramServicesAmt |
| Management And General | $41,746 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,000 | TotalAmt |
| Management And General | $231,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,600 | TotalAmt |
| Management And General | $621,600 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,527 | TotalAmt |
| Program Services | $221,877 | ProgramServicesAmt |
| Management And General | $22,847 | ManagementAndGeneralAmt |
| Fundraising | $227,803 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,342 | TotalAmt |
| Program Services | $295,791 | ProgramServicesAmt |
| Management And General | $37,376 | ManagementAndGeneralAmt |
| Fundraising | $147,175 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,802 | TotalAmt |
| Program Services | $95,369 | ProgramServicesAmt |
| Management And General | $28,382 | ManagementAndGeneralAmt |
| Fundraising | $37,051 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,544 | TotalAmt |
| Fundraising | $194,544 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,403 | TotalAmt |
| Program Services | $921,710 | ProgramServicesAmt |
| Management And General | $71,174 | ManagementAndGeneralAmt |
| Fundraising | $110,519 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,247 | TotalAmt |
| Program Services | $3,500 | ProgramServicesAmt |
| Management And General | $1,698 | ManagementAndGeneralAmt |
| Fundraising | $18,049 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,437 | TotalAmt |
| Program Services | $348,159 | ProgramServicesAmt |
| Management And General | $121,197 | ManagementAndGeneralAmt |
| Fundraising | $146,081 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,070 | TotalAmt |
| Program Services | $631,070 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,863 | TotalAmt |
| Program Services | $41,863 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| REIMBURSEMENTS TO UGA | $4,293,534 | $4,122,406 | $171,128 | |
| OTHER | $941,482 | $35,435 | $349,327 | $556,720 |
| TRANSFERS AND DISTRIBUT | $633,420 | $633,420 | ||
| MONETARY AWARDS | $246,637 | $246,637 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,648 | TotalAmt |
| Program Services | $59,774 | ProgramServicesAmt |
| Management And General | $4,649 | ManagementAndGeneralAmt |
| Fundraising | $36,225 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,269,205 | TotalAmt |
| Program Services | $80,491,793 | ProgramServicesAmt |
| Management And General | $5,339,510 | ManagementAndGeneralAmt |
| Fundraising | $1,437,902 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,802,627 | BOYAmt |
| EOY | $26,855,006 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,723,292 | BOYAmt |
| EOY | $164,780,100 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,372,496 | BOYAmt |
| EOY | $91,739,808 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,921,310 | BOYAmt |
| EOY | $2,896,616 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $252,805 | BOYAmt |
| EOY | $294,978 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,353 | BOYAmt |
| EOY | $533,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,513,466 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,314,444 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,573,683 | BOYAmt |
| EOY | $30,199,022 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,077,731 | BOYAmt |
| EOY | $767,610,181 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,065,578 | BOYAmt |
| EOY | $812,482,319 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,001,233 | BOYAmt |
| EOY | $5,325,018 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,437,926,108 | BOYAmt |
| EOY | $1,902,716,791 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,603,915 | BOYAmt |
| EOY | $6,899,493 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,234 | BOYAmt |
| EOY | $562,516 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,496,642 | BOYAmt |
| EOY | $13,958,821 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,501,825 | BOYAmt |
| EOY | $79,463,590 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,419,616 | BOYAmt |
| EOY | $100,884,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,785,156 | BOYAmt |
| EOY | $206,344,219 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,201,721,336 | BOYAmt |
| EOY | $1,595,488,152 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,347,506,492 | BOYAmt |
| EOY | $1,801,832,371 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,437,926,108 | BOYAmt |
| EOY | $1,902,716,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $137,665,694 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $314,802,558 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,857,627 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,652,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,751,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,046,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,326,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,315,500 | CurrentTaxYearAmt |
| Total | $572,092,547 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,652,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,751,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,046,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,326,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,315,500 | CurrentTaxYearAmt |
| Total | $572,092,547 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,980,676 | SubstantialContributorsTotAmt |
| Public Support Total170 | $555,111,871 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,836,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,515,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,713,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,851,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,357,842 | CurrentTaxYearAmt |
| Total | $99,274,145 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,707,351 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,588,058 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,910,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,564,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,860,593 | CurrentTaxYearAmt |
| Total | $19,630,701 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $690,997,393 | TotalSupportAmt |
| Public Support CY170 | 0.80330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79660 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 2,707,351. 2017 AMOUNT: $ 3,588,058. 2018 AMOUNT: $ 5,910,657. 2019 AMOUNT: $ 3,564,042. 2020 AMOUNT: $ 3,860,593. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 111.58 | TotalAcreageCnt |
| Historic Structure Easements | 1 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $2,322,808 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,159,933,743 | BeginningYearBalanceAmt |
| Contributions | $50,005,211 | ContributionsAmt |
| Investment Earnings Or Losses | $406,666,583 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $42,100,330 | OtherExpendituresAmt |
| End Year Balance | $1,574,505,207 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,137,691,331 | BeginningYearBalanceAmt |
| Contributions | $43,712,059 | ContributionsAmt |
| Investment Earnings Or Losses | $14,408,063 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $35,877,710 | OtherExpendituresAmt |
| End Year Balance | $1,159,933,743 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,066,361,473 | BeginningYearBalanceAmt |
| Contributions | $59,202,967 | ContributionsAmt |
| Investment Earnings Or Losses | $45,282,747 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $33,155,856 | OtherExpendituresAmt |
| End Year Balance | $1,137,691,331 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $947,345,264 | BeginningYearBalanceAmt |
| Contributions | $70,663,428 | ContributionsAmt |
| Investment Earnings Or Losses | $81,200,384 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $32,847,603 | OtherExpendituresAmt |
| End Year Balance | $1,066,361,473 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $821,420,232 | BeginningYearBalanceAmt |
| Contributions | $67,487,794 | ContributionsAmt |
| Investment Earnings Or Losses | $103,484,309 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $32,598,589 | OtherExpendituresAmt |
| End Year Balance | $959,793,746 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12230 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42860 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44910 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,646,662 | OtherCostOrOtherBasisAmt |
| Book Value | $13,646,662 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,929,163 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,305,199 | DepreciationAmt |
| Book Value | $12,623,964 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,033,632 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,009,245 | DepreciationAmt |
| Book Value | $24,387 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,904,009 | OtherCostOrOtherBasisAmt |
| Book Value | $3,904,009 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $30,199,022 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH & ST INVESTMENTS | $151,213,669 | F |
| MARKETABLE ALTERNATIVES | $344,129,398 | F |
| NON-MARKETABLE ALTS | $310,067,819 | F |
| SPLIT INT INVMTS | $1,268,871 | F |
| COMMINGLED FIXED INCOME | $97,036 | F |
| BEN INT IN PERP TRUST | $5,705,526 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $812,482,319 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $68,027,510 |
| DEFERRED GIFT OBLIGATIONS | $8,719,009 |
| DERIVATIVE FINANCIAL INSTRUMEN | $2,717,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $79,463,590 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $541,148,506 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $314,802,558 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $314,802,558 | RevenueNotReportedAmt |
| Revenue Subtotal | $226,345,948 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $521,300 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,932,349 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,411,049 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $224,934,899 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $86,822,627 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $74,722 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $74,722 | ExpensesNotReportedAmt |
| Expenses Subtotal | $86,747,905 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $521,300 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $521,300 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $87,269,205 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF ANNUITIES 645,293. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE -122,877. CHANGE IN FAIR VALUE OF DERIVATIVES -1,266,518. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -1,113,525. FUNDRAISING EXPENSE -74,722. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 74,722. |
| SCHEDULE D, PART II, LINE 9: | CONSERVATION EASEMENT THE FOUNDATION HOLDS ONE CONSERVATION EASEMENT. THE PERPETUAL CONSERVATION EASEMENT CONSISTS OF 111.584 ACRES LOCATED IN MADISON COUNTY, GEORGIA. THE PURPOSES OF THE CONSERVATION EASEMENT ARE TO PRESERVE AND PROTECT THE CONSERVATION VALUES OF THE PROPERTY AND TO MAINTAIN PERMANENTLY THE DOMINANT WOODLAND, SCENIC, OPEN AND NATURAL CHARACTER OF THE PROPERTY, INCLUDING LAND AND WATER RESOURCES; TO PROTECT PLANTS AND ANIMALS AND PLANT AND ANIMAL COMMUNITIES ON OR AFFECTED BY THE PROPERTY'S MANAGEMENT; AND TO PREVENT ANY USE OF THE PROPERTY THAT WILL SIGNIFICANTLY IMPAIR OR INTERFERE WITH THE CONSERVATION VALUES OR INTERESTS OF THE PROPERTY. |
| SCHEDULE D, PART III, LINE 4: | ORGANIZATION'S ART COLLECTIONS WORKS OF ART RECORDED ON THE UGA FOUNDATION'S BALANCE SHEET ARE MAINTAINED BY THE UNIVERSITY OF GEORGIA'S, GEORGIA MUSEUM OF ART, THE OFFICIAL COLLECTOR AND KEEPER OF IMPORTANT WORKS OF ART FOR THE UNIVERSITY, TO CARE AND USE THE WORK FOR MUSEUM PURPOSES. THE MUSEUM MAINTAINS AND MANAGES A PERMANENT COLLECTION OF ART. WORKS NOT MEETING MUSEUM STANDARDS MAY STILL BE DETERMINED OF VALUE TO THE UNIVERSITY FOR DECORATIVE, INSTRUCTIONAL OR RESALE PURPOSES. ALL WORKS OF ART ARE HELD FOR FURTHER BENEFIT OF THE UNIVERSITY. |
| SCHEDULE D, PART V, LINE 4: | ENDOWMENT FUNDS THE ENDOWMENTS ARE MAINTAINED TO SUPPORT THE ACADEMIC PURPOSES OF THE UNIVERSITY OF GEORGIA, INCLUDING SCHOLARSHIPS, FELLOWSHIPS, AWARDS, LECTURESHIPS, RESEARCH, TRAINING AND PROFESSORSHIPS. |
| SCHEDULE D, PART X, LINE 2: | FIN 48 (ASC 740) DISCLOSURE THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS A NONPROFIT ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3). THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE IRC. THE FOUNDATION IS SUBJECT TO FEDERAL INCOME TAX ON UNRELATED BUSINESS INCOME. THE FOUNDATION DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX POSITIONS THAT SHOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS FOR 2021 AND 2020. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $227,316,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | INVESTMENTS | $22,828,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $250,144,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $250,144,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $282,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $164,886 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $117,864 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $477 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $31,909 | OtherDirectExpensesEvent1Amt |
| Event2 | BALL | Event2Nm |
| Gross Receipts Event2 | $153,345 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $142,466 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,879 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $1,000 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $8,194 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $203,095 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $159,627 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $43,468 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $14,876 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $18,266 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $639,190 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $466,979 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $172,211 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $16,353 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $58,369 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $74,722 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $97,489 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF GEORGIA | ||||||||
| BROAD STREET | ATHENS | GA | 30602 | 586001998 | GOVT | $54,006,241 | SCHOLARSHIPS & OTHER SUPPORT | |
| NATIONAL MERIT SCHOLARSHIP | ||||||||
| PO BOX 99389 | CHICAGO | IL | 60692 | 362307745 | 501(C)(3) | $99,250 | SCHOLARSHIPS | |
| UGA ATHLETIC ASSOCIATION | ||||||||
| 1 SELIG CIRCLE BUTTS MEHRE BUILDING | ATHENS | GA | 30602 | 580652581 | 501(C)(3) | $22,294,794 | SCHOLARSHIPS & CONSTRUCTION | BUILDING |
| USG FOUNDATION | ||||||||
| 270 WASHINGTON ST SW NO 7002 | ATLANTA | GA | 30334 | 586333106 | 501(C)(3) | $10,000 | SUPPORT FOR CREATION OF A NEEDS-BASED SCHOLARSHIP | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | MONITORING THE USE OF GRANT FUNDS THE GRANTS MADE BY THE UNIVERSITY OF GEORGIA FOUNDATION WERE MADE TO THE UNIVERSITY OF GEORGIA, RELATED ORGANIZATIONS AND PUBLIC CHARITIES FOR USE IN THEIR EXEMPT MISSION. ACCORDINGLY, THE UNIVERSITY OF GEORGIA FOUNDATION EXPECTS THE RECIPIENTS TO USE THE FUNDS FOR PROPER PURPOSES, AND AS SUCH, DOES NOT SUBSEQUENTLY MONITOR THE GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JERE MOREHEAD | ||||||||||||||
| EX-OFFICIO TRUSTEE - PRESIDENT | $0 | $682,506 | $0 | $0 | $0 | $1,000 | $0 | $244,088 | $0 | $8,911 | $0 | $936,505 | $0 | $0 |
| KELLY KERNER | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $380,966 | $0 | $0 | $0 | $0 | $0 | $26,334 | $0 | $30,064 | $0 | $437,364 | $0 | $0 |
| DAVID SHIPLEY | ||||||||||||||
| EX-OFFICIO TRUSTEE | $0 | $314,521 | $0 | $0 | $0 | $0 | $0 | $26,334 | $0 | $20,458 | $0 | $361,313 | $0 | $0 |
| JASON A BULL | ||||||||||||||
| CIO | $0 | $262,922 | $0 | $0 | $0 | $0 | $0 | $54,990 | $0 | $28,348 | $0 | $346,260 | $0 | $0 |
| BRETT JACKSON | ||||||||||||||
| CFO | $0 | $159,080 | $0 | $0 | $0 | $0 | $0 | $34,475 | $0 | $29,274 | $0 | $222,829 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A: | HEALTH OR SOCIAL CLUB DUES FROM TIME TO TIME, THE UNIVERSITY OF GEORGIA FOUNDATION PROVIDES CERTAIN EXECUTIVES WITH TAXABLE COMPENSATION TO REIMBURSE THE EXPENSE OF MEMBERSHIP DUES AND APPROPRIATE INITIATION FEES FOR A SOCIAL OR COUNTRY CLUB USED FOR THE UNIVERSITY OF GEORGIA FOUNDATION BUSINESS ENTERTAINMENT PURPOSES. |
| SCHEDULE J, PART I, LINE 4B: | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN JERE MOREHEAD RECEIVED $209,529 FROM A SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN, PAID BY THE UNIVERSITY OF GEORGIA, A RELATED ORGANIZATION. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 258 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,208,275 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,889 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | INS POLICY | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $233,732 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CASH SURRENDER | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32B: | THE UNIVERSITY OF GEORGIA FOUNDATION UTILIZES MERRILL LYNCH AS A BROKER TO SELL PUBLICLY TRADED SECURITIES. |
| SCHEDULE M, PART I, LINE 31: | THE ORGANIZATION HAS A GIFT ACCEPTANCE COMMITTEE AND POLICY. THE COMMITTEE REVIEWS ANY NON-STANDARD CONTRIBUTION THAT THE ORGANIZATION ACCEPTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | ORGANIZATION'S MISSION THE MISSION AND PURPOSE OF THE UNIVERSITY OF GEORGIA FOUNDATION IS TO PROVIDE SUPPORT FOR THE TEACHING, RESEARCH, PUBLIC SERVICE AND OUTREACH PROGRAMS OF THE UNIVERSITY OF GEORGIA BY MEANS OF VOLUNTEER LEADERSHIP AND ASSISTANCE IN DEVELOPMENT AND FUNDRAISING ACTIVITIES; FIDUCIARY CARE FOR THE ASSETS OF THE FOUNDATION FOR THE LONG-TERM BENEFIT AND ENHANCEMENT OF THE UNIVERSITY; AND BROAD ADVICE, CONSULTATION AND SUPPORT TO THE PRESIDENT OF THE UNIVERSITY. THE FOUNDATION SHALL OPERATE AS A COOPERATIVE ORGANIZATION IN ACCORDANCE WITH POLICIES OF THE UNIVERSITY SYSTEM OF GEORGIA BOARD OF REGENTS. FORM 990, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS: THE UNIVERSITY OF GEORGIA FOUNDATION ("THE FOUNDATION") WAS CHARTERED IN 1937 TO ESTABLISH AND MAINTAIN ENDOWMENTS FOR THE SUPPORT OF THE ACADEMIC PROGRAMS OF THE UNIVERSITY OF GEORGIA. THE FOUNDATION MANAGES FUNDS ESTABLISHED WITH THE FOUNDATION IN ACCORDANCE WITH THE INSTRUCTIONS OF THE DONOR AND PROVIDES FINANCIAL SUPPORT UPON REQUEST TO THE UNIVERSITY OF GEORGIA FOR SCHOLARSHIPS, FACULTY SALARY SUPPLEMENT, AWARDS AND LECTURESHIPS AND OPERATING PROGRAMS INVOLVING FUNDRAISING AND CONSTITUENT RELATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FINALIZED FORM 990 WAS SUBMITTED TO EACH MEMBER OF THE GOVERNING BODY VIA SECURE EMAIL FOR THEIR REVIEW BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS AND TRUSTEES MUST FILL OUT AN ANNUAL DISCLOSURE OF INTERESTS WHICH IS REVIEWED BY THE UNIVERSITY OF GEORGIA FOUNDATION AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY OF GEORGIA FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THERE IS AN ADMINISTRATIVE SERVICES AGREEMENT BETWEEN THE UNIVERSITY OF GEORGIA AND THE UNIVERSITY OF GEORGIA FOUNDATION. INDIVIDUALS WHO PROVIDE SERVICES TO THE FOUNDATION ARE EMPLOYEES OF THE UNIVERSITY OF GEORGIA. THE UNIVERSITY OF GEORGIA REVIEWS PERFORMANCE AND ESTABLISHES COMPENSATION THAT FOLLOWS UNIVERSITY POLICIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATION DOCUMENTS ARE AVAILABLE ON THE WEBSITE AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF ANNUITIES -645,293. CHANGE IN CASH SURRENDER VALUE 122,877. CHANGE IN VALUE OF BEN INTEREST IN PERPETUAL TRUST 1,113,525. CHANGE IN FAIR VALUE OF DERIVATIVE 1,266,518. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF GEORGIA | |||||||||||
| BROAD STREET | ATHENS | GA | 30602 | 586001998 | PUBLIC UNIVERSITY | GA | N/A | 0 | |||
| UGA ATHLETIC ASSOCIATION | |||||||||||
| 1 SELIG CIRCLE | ATHENS | GA | 30602 | 580652518 | TO SUPPORT THE UNIVERSITY OF GEORGIA | GA | 0 | 501(C)(3) | 5 | UGA | |
| UGA RESEARCH FOUNDATION | |||||||||||
| 200 DW BROOKS DRIVE | ATHENS | GA | 30602 | 581353149 | TO SUPPORT THE UNIVERSITY OF GEORGIA | GA | N/A | 0 | 501(C)(3) | 7 | |
| UGA REAL ESTATE FOUNDATION | |||||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | TO SUPPORT THE UNIVERSITY OF GEORGIA | GA | 0 | 501(C)(3) | 12E | UGA RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |