2020-06-25T14:13:24-05:00 2019-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2018-07-01 586034031 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEOR 9124785253 PO BOX 8053 STATESBORO GA 30460 TRIP C ADDISON PRESIDENT 9124785253 2020-06-24 1 MARY JO ALEXANDER P00002534 7709558600 2020-06-24 50.192.51.169 2020-06-24 12:09:39 ED P 1D80EF4C2A8753E0332C9BC6492B45673CE6356A 8010B20600275EFD2449203BF87E88D60B9A98DB 2018 2021-01-29 14:40:06Z TRIP C ADDISON PO BOX 8053 STATESBORO GA 30460 27198778 0 X HTTP:/FOUNDATION.GEORGIASOUTHERN.EDU X 1963 GA THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION WAS ESTABLISHED IN 1963 TO RECEIVE, MANAGE, AND ADMINISTER PRIVATE GIFTS IN SUPPORT OF THE GEORGIA SOUTHERN UNIVERSITY MISSION AND PRIORITIES. THE FOUNDATION PRIMARILY ACCOMPLISHES THIS MISSION BY PROVIDING LEADERSHIP IN OBTAINING THE RESOURCES NEEDED TO ATTAIN UNIVERSITY GOALS AND THROUGH RESPONSIBLE STEWARDSHIP OF FUNDS AND OTHER ASSETS ENTRUSTED TO IT. THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION RAISES, INVESTS AND DISTRIBUTES PRIVATE DOLLARS NEEDED TO FUND THE PROGRAMS, PROJECTS, SCHOLARSHIPS, EQUIPMENT AND BUILDINGS THAT HELP GEORGIA SOUTHERN UNIVERSITY EARN AND MAINTAIN A REPUTATION FOR EXCELLENCE. 25 25 73 125 -86129 0 3564718 10870626 0 0 2092913 2433819 131524 240865 5789155 13545310 1992915 2395260 0 0 0 0 0 0 639300 2742744 4210468 4735659 6605728 1053496 6939582 68350907 75370865 378021 230068 67972886 75140797 X THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION, INC. WAS CREATED TO RAISE PRIVATE FUNDING TO MEET CERTAIN EDUCATIONAL AND INSTITUTIONAL NEEDS AT GEORGIA SOUTHERN UNIVERSITY NOT ADDRESSED BY STATE ALLOCATIONS. THE FOUNDATION'S PRIMARY MISSION IS TO "PROMOTE THE CAUSE OF HIGHER EDUCATION" BY ASSISTING GEORGIA SOUTHERN UNIVERSITY IN FULFILLING ITS MULTIFACETED MISSION:-TO SUPPORT CULTURAL OPPORTUNITIES, ECONOMIC GROWTH, ENVIRONMENTAL QUALITY, SCIENTIFIC AND TECHNOLOGICAL PROGRESS AND SOCIAL AND PERSONAL WELL-BEING.-TO GRADUATE KNOWLEDGEABLE, CLEAR-THINKING, ARTICULATE STUDENTS.-TO EXPAND HORIZONS THROUGH OUTREACH IN SCIENCES AND LIBERAL ARTS, PRESERVATION OF DISTINCTIVE CULTURAL LEGACIES AND ATTENTION TO THE INTEGRITY OF SOUTH GEORGIA'S ENVIRONMENT. 0 0 5059660 2395260 132692 THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION EXISTS TO ASSIST GEORGIA SOUTHERN UNIVERSITY IN FULFILLING ITS MULTIFACETED MISSION AND ITS EFFORTS TO ACHIEVE EDUCATIONAL EXCELLENCE. THE FOUNDATION PRIMARILY ACCOMPLISHES THIS MISSION BY PROVIDING LEADERSHIP IN OBTAINING THE RESOURCES NEEDED TO ATTAIN UNIVERSITY GOALS AND THROUGH RESPONSIBLE STEWARDSHIP OF FUNDS AND OTHER ASSETS ENTRUSTED TO IT. THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION RAISES, INVESTS, AND DISTRIBUTES PRIVATE DOLLARS NEEDED TO FUND THE PROGRAMS, PROJECTS, SCHOLARSHIPS, EQUIPMENT, AND BUILDINGS THAT HELP GEORGIA SOUTHERN UNIVERSITY EARN AND MAINTAIN A REPUTATION FOR EXCELLENCE. 5059660 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 58 0 1 73 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 GA X X TINA ADAMS 9124785519 1801 AKINS BOULEVARD STATESBORO GA 30460 WILLIAM R HICKMAN JR CHAIR 1.00 X X 0 0 0 TRIP C ADDISON PRESIDENT 1.00 X X 0 0 22868 DR DON AARON BOARD MEMBER 1.00 X 0 0 0 DAVID BROOKER BOARD MEMBER 1.00 X 0 0 0 SAMANTHA GROVENSTEIN - DEAL BOARD MEMBER 1.00 X 0 0 0 JOE DRAKE BOARD MEMBER 1.00 X 0 0 0 TRUITT EAVENSON BOARD MEMBER 1.00 X 0 0 0 RT EVANS BOARD MEMBER 1.00 X 0 0 0 DR CARL GOODING BOARD MEMBER 1.00 X 0 0 0 RAY HENDLEY BOARD MEMBER 1.00 X 0 0 0 DR JOHN T HODGES BOARD MEMBER 1.00 X 0 0 0 WALT HUGGINS BOARD MEMBER 1.00 X 0 0 0 TOMMY JONES BOARD MEMBER 1.00 X 0 0 0 JOHN LANE BOARD MEMBER 1.00 X 0 0 0 DR KYLE MARRERO BOARD MEMBER 1.00 X 0 0 0 JIMMY MATTHEWS BOARD MEMBER 1.00 X 0 0 0 JASON MCMILLAN BOARD MEMBER 1.00 X 0 0 0 JIM MEDBERY BOARD MEMBER 1.00 X 0 0 0 STEPHEN MILNER BOARD MEMBER 1.00 X 0 0 0 DANA POTTS BOARD MEMBER 1.00 X 0 0 0 MIKE SANDERS BOARD MEMBER 1.00 X 0 0 0 DAVID SETTLES BOARD MEMBER 1.00 X 0 0 0 DAN SPEIGHT BOARD MEMBER 1.00 X 0 0 0 PAUL THERIOT BOARD MEMBER 1.00 X 0 0 0 JIM VAN EPPS BOARD MEMBER 1.00 X 0 0 0 JAMIE HEBERT BOARD MEMBER 1.00 X 20600 0 22113 MAURA COPELAND SECRETARY 1.00 X 3100 0 46798 ROB WHITAKER TREASURER 1.00 X 50 0 61191 CHRISTOPHER JOHNSTON EXEC. DIR. OF TRUSTS, EST. & PLANNED GIVING 40.00 X 160145 0 29318 WENDELL TOMPKINS DIRECTOR OF ALUMNI RELATIONS 40.00 X 100556 0 24212 JULIE GERBSCH EXEC DIRECTOR OF DEVELOPMENT 40.00 X 102989 0 16926 387440 0 223426 3 0 1 0 BLACKBAUD INC 2000 DANIEL ISLAND DRIVE CHARLESTON SC 29492 SOFTWARE & CONSULTING 237166 BRIN HUBBARD CONSTRUCTION LLC 2226 HOOD ROAD STATESBORO GA 30458 NEC-CONSTRUCTION 133574 2 24852 10845774 486566 10870626 1672523 -86129 1758652 128655 128655 14403612 13642316 761296 761296 761296 19398 24852 11152 8246 8246 MISCELLANEOUS 900099 103964 103964 103964 13545310 0 -86129 2760813 X 2395260 2395260 94125 94125 19075 19075 406918 406918 747070 714601 15200 17269 170187 86336 1957 81894 187069 148028 224 38817 249294 248014 1280 224967 187330 5512 32125 294105 252024 7437 34644 2066 2066 38971 38971 25118 14066 11012 40 SUPPLIES AND EQUIPMENT 834070 660011 964 173095 PROMOTION, CULTIVATION 518874 263208 5966 249700 BAD DEBT 274759 274759 GIFTS AND AWARDS 58960 48705 74 10181 64840 1040 63545 255 6605728 5059660 906768 639300 398389 99859 1606128 3232015 1844809 227841 1554682 1616968 34572786 30773204 27959082 37349672 2259840 2299147 68350907 75370865 378021 230068 378021 230068 X 5713074 5724480 25169355 26174724 37090457 43241593 67972886 75140797 68350907 75370865 6939582 228329 0 X X 0 1 X 1 0 X 4997503 4359785 6517173 3564718 10870626 30309805 2503414 2442332 2544105 2687237 3078739 13255827 7500917 6802117 9061278 6251955 13949365 43565632 6058801 37506831 767105 738306 634546 933550 1887307 4960814 -52391 -24685 -3664 -86129 -166869 54229 103964 158193 48517770 0.77310 0.85580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49746616 6488517 1823564 1288358 -16890 463495 56323734 47746369 645860 2996054 1198165 443502 49746616 44398551 39717 4967740 1241202 35800 382637 47746369 46022512 1404310 -1564144 1207642 -162265 418750 44398551 46193566 1988762 -160145 1108198 463409 428064 46022512 0.00000 0.76760 0.23240 0 0 890860 890860 953949 227841 726108 1616968 HEDGE FUNDS 8703993 F PRIVATE EQUITY & PARTNERSHIP FUNDS 28342923 F FIXED INCOME FUNDS 302756 F 37349672 X 16368008 228329 3264894 -274759 3218464 13149544 406918 -11152 395766 13545310 9200097 3264894 11152 3276046 5924051 406918 274759 681677 6605728 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO FUND ACADEMIC SCHOLARSHIPS AT GEORGIA SOUTHERN UNIVERSITY ALONG WITH OTHER UNIVERSITY OPERATIONAL COSTS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS BAD DEBT EXPENSE -274,759. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF EXPENSE AGAINST FUNDRAISING EVENTS -11,152. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF EXPENSE AGAINST FUNDRAISING EVENTS 11,152. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS BAD DEBT EXPENSE 274,759. COEC GOLF TOURNAMENT 32320 20177 12143 2038 3995 2316 318 WILLIE BURDEN MEMORIAL GOLF TOURNAM 11930 4675 7255 1901 349 235 44250 24852 19398 2038 5896 2665 553 11152 8246 1 GEORGIA SOUTHERN UNIVERSITY PO BOX 8129 STATESBORO GA 30460 586002059 2395260 OPERATIONAL SUPPORT 1 0 PART I, LINE 2: USE OF GRANT FUNDS IS CONSISTENT WITH THE EXEMPT PURPOSE OF GEORGIA SOUTHERN UNIVERSITY FOUNDATION. 0 0 0 0 0 0 0 0 0 CHRISTOPHER JOHNSTON EXEC. DIR. OF TRUSTS, EST. & PLANNED 159120 0 0 0 1025 0 14703 0 14615 0 189463 0 0 0 FORM 990 PART VII LINE 1 THE FOLLOWING INDIVIDUALS WERE COMPENSATED FOR FULL-TIME SERVICES PROVIDED TO THE FOUNDATION BY AN UNRELATED ORGANIZATION, GEORGIA SOUTHERN UNIVERSITY: CHRISTOPHER JOHNSTON $189,462 WENDELL TOMPKINS 124,767 JULIE GERBSCH 119,915 X 1 15500 FMV X 12478 DONOR DETERMINED X 5500 FMV APPRAISAL X 3 155349 AVG OF HI/LO STK PRICE X 4 1236 FMV X 1 4765 PEER PROFESSIONAL X EQUIPMENT 1 285436 FMV X DONATED AUCTION ITEMS 25 6302 FMV 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING. THIS IS ACCOMPLISHED ELECTRONICALLY WITHOUT A BOARD MEETING. MEMBERS ARE ABLE TO ASK QUESTIONS AND REQUEST CHANGES TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C VICE PRESIDENT'S OFFICE MONITORS CODE OF CONDUCT PROCESS AND ENSURES EACH TRUSTEE UPDATES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G LABOR AND SERVICES: PROGRAM SERVICE EXPENSES 714,601. MANAGEMENT AND GENERAL EXPENSES 15,200. FUNDRAISING EXPENSES 17,269. TOTAL EXPENSES 747,070. FORM 990 PART XII LINE 2 THERE HAS BEEN NO CHANGE IN THE AUDIT FIRM. THE PROCESS FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED. FORM 990 PART I LINE 5 AND PART V LINE 2A AND 2B THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION DOES NOT HAVE ANY W-2 EMPLOYEES. ALL EMPLOYEES ARE EMPLOYED BY REPORTING AGENT GEORGIA SOUTHERN UNIVERSITY, EIN 58-6002059, AN UNRELATED ORGANIZATION. THE MAJORITY OF EMPLOYEES WORK FULL TIME FOR THE FOUNDATION. GEORGIA SOUTHERN UNIVERSITY FOUNDATION REAL ESTATE LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 750 517 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEORGIA SOUTHERN UNIVERSITY FOUNDATION REAL ESTATE HOLDINGS LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 0 153824 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEORGIA SOUTHERN UNIVERSITY FOUNDATION BOTANICAL GARDENS REAL ESTATE LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 100257 994927 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEORGIA SOUTHERN UNIVERSITY FOUNDATION GUYTON REAL ESTATE LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 0 500495 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC