UGA REAL ESTATE FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UGA REAL ESTATE FOUNDATION INC (EIN 58-2491922)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-10
- IRS object ID
- 201623159349303132
- Schema version
- 2015v2.1
- 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 D
- Schedule F
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-10T14:55:48-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1029 Greene Street | AddressLine1Txt |
| City | Augusta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582491922 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UGA REAL ESTATE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UGAR | BusinessNameControlTxt |
| Phone | 7065830811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1280 SOUTH LUMPKIN STREET | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC P ORBOCK | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7065830811 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elizabeth Morrison | PreparerPersonNm |
| PTIN | P00231389 | PTIN |
| Phone | 7067243557 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC P ORBOCK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1280 SOUTH LUMPKIN STREET | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,715,516 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UGAREF.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | THE UGA REAL ESTATE FOUNDATION, INC. MANAGES AND IMPROVES VARIOUS REAL ESTATE ASSETS FOR THE BENEFIT OF THE UNIVERSITY OF GEORGIA, GOVERNED BY THE BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA. THE UGA REAL ESTATE FOUNDATION, INC. MAY ALSO PROVIDE SUPPORT TO THE BOARD OF REGENTS AND COLLEGES AND UNIVERSITIES OF THE UNIVERSITY SYSTEM OF GEORGIA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,022,696 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,888,654 | CYProgramServiceRevenueAmt |
| PY Investment Income | $123,914 | PYInvestmentIncomeAmt |
| CY Investment Income | -$625,342 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $21,146,610 | PYTotalRevenueAmt |
| CY Total Revenue | $20,263,312 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $330,840 | 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 | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,501,762 | PYOtherExpensesAmt |
| CY Other Expenses | $18,218,684 | CYOtherExpensesAmt |
| PY Total Expenses | $17,832,602 | PYTotalExpensesAmt |
| CY Total Expenses | $18,218,684 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,314,008 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,044,628 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $350,530,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $329,520,070 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $311,231,028 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $288,001,185 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,299,948 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,518,885 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UGA REAL ESTATE FOUNDATION, INC. MANAGES AND IMPROVES VARIOUS REAL ESTATE ASSETS FOR THE BENEFIT OF THE UNIVERSITY OF GEORGIA, GOVERNED BY THE BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA. THE UGA REAL ESTATE FOUNDATION, INC. MAY ALSO PROVIDE SUPPORT TO THE BOARD OF REGENTS AND COLLEGES AND UNIVERSITIES OF THE UNIVERSITY SYSTEM OF GEORGIA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,458,887 | ExpenseAmt |
| Revenue | $20,888,654 | RevenueAmt |
| Desc | THE DEVELOPMENT, IMPROVEMENT, ADMINISTRATION, AND MAINTENANCE OF PROPERTY ACQUIRED AND HELD FOR THE BENEFIT OF THE UNIVERSITY OF GEORGIA AND THE UNIVERSITY SYSTEM OF GEORGIA. | Desc |
| Total Program Service Expenses | $17,458,887 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | IT | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAD CLEVELAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7065426860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 E BROAD STREET | AddressLine1Txt |
| City | ATHENS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30602 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| DAVID C LEE | |||||||
| VICE-CHAIRMAN | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $283,735 | $44,772 |
| F ABIT MASSEY | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CADeR b COX III | |||||||
| TREASURER 10/1/15 - 6/30/16 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREW M HEAD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| C READ MORTON JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERE W MOREHEAD | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $628,155 | $285,030 | |
| RYAN A NESBIT | |||||||
| CHAIRMAN | 3.00 | 40.00 | Yes (X) | Yes (X) | $0 | $259,605 | $62,144 |
| PAMELA S WHITTEN | |||||||
| EX-OFFICIO TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $393,593 | $42,068 | |
| PAIGE COLLIER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Henry J Munneke | |||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $253,350 | $46,014 | |
| John W Rooker | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Josef M Broder | |||||||
| TREASURER 7/1/15 - 9/30/15 | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $209,343 | $46,601 |
| ERIC P ORBOCK | |||||||
| EXECUTIVE DIRECTOR | 30.00 | 10.00 | Yes (X) | $97,375 | $98,464 | $45,450 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $97,375 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,126,245 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $572,079 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HARDIN CONSTRUCTION CO LLC | |||||
| 3301 WINDY HILL PKWY | ATlanta | GA | 30339 | Construction | $11,345,799 |
| The Whiting-Turner Contracting Co | |||||
| P O Box 17596 | Baltimore | MD | 21297 | Construction | $542,010 |
| Rule Joy Trammell & Rubio LLC | |||||
| 300 Galleria Pkwy 740 | Atlanta | GA | 30339 | Architects | $257,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CAPITAL LEASE INTEREST INCOME | 900099 | $17,050,125 | $17,050,125 |
| RENTAL INCOME | 900099 | $3,838,529 | $3,838,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,888,654 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $260,197 | TotalRevenueColumnAmt |
| Exclusion | $260,197 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $11,566,665 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,281 | SecuritiesAmt |
| Other | $12,446,923 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,281 | SecuritiesAmt |
| Other | -$880,258 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$885,539 | TotalRevenueColumnAmt |
| Exclusion | -$885,539 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,263,312 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,888,654 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$625,342 | ExclusionAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,360 | TotalAmt |
| Program Services | $141,442 | ProgramServicesAmt |
| Management And General | $45,918 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,111 | TotalAmt |
| Management And General | $59,111 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,381 | TotalAmt |
| Management And General | $571,381 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,811 | TotalAmt |
| Management And General | $3,811 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Management And General | $3,000 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,107,488 | TotalAmt |
| Program Services | $1,052,087 | ProgramServicesAmt |
| Management And General | $55,401 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254 | TotalAmt |
| Management And General | $254 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,971 | TotalAmt |
| Management And General | $2,971 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,801,208 | TotalAmt |
| Program Services | $13,801,208 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,653 | TotalAmt |
| Program Services | $114,323 | ProgramServicesAmt |
| Management And General | $1,330 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,599 | TotalAmt |
| Program Services | $26,984 | ProgramServicesAmt |
| Management And General | $16,615 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LEASE EXPENSE | $2,213,083 | $2,213,083 | |
| pROPERTY OPERATING EXPE | $108,357 | $108,357 | |
| CORPORATE REGISTRATION | $900 | $900 | |
| BANK FEES | $508 | $503 | $5 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,218,684 | TotalAmt |
| Program Services | $17,458,887 | ProgramServicesAmt |
| Management And General | $759,797 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250 | BOYAmt |
| EOY | $250 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,150,069 | BOYAmt |
| EOY | $19,319,787 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,862 | BOYAmt |
| EOY | $198,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,101,114 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,429,680 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,787,087 | BOYAmt |
| EOY | $17,671,434 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,259,680 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,777,734 | BOYAmt |
| EOY | $5,814,012 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,835,296 | BOYAmt |
| EOY | $1,835,296 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,785,678 | BOYAmt |
| EOY | $273,421,432 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,530,976 | BOYAmt |
| EOY | $329,520,070 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,594,358 | BOYAmt |
| EOY | $706,959 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,371,038 | BOYAmt |
| EOY | $2,179,931 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,453,085 | BOYAmt |
| EOY | $275,226,817 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,294,202 | BOYAmt |
| EOY | $8,516,222 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,518,345 | BOYAmt |
| EOY | $1,371,256 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,231,028 | BOYAmt |
| EOY | $288,001,185 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,923,062 | BOYAmt |
| EOY | $39,800,965 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,376,886 | BOYAmt |
| EOY | $1,717,920 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,299,948 | BOYAmt |
| EOY | $41,518,885 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,530,976 | BOYAmt |
| EOY | $329,520,070 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,044,628 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $174,314 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| university OF GEORGIA | ||||
| 586001998 | 5 | Yes (1) | $0 | $0 |
| UGA RESEARCH FOUNDATION INC | ||||
| 581353149 | 7 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (1) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 11G, COLUMN V | THE UGA REAL ESTATE FOUNDATION, INC. SUPPORTS THE UNIVERSITY OF GEORGIA BY FINANCING AND BUILDING PROJECTS. THE UNIVERSITY THEN PAYS THE UGA REAL ESTATE FOUNDATION, INC. RENT FOR THESE PROPERTIES. ANYWHERE FROM 19 TO 30 YEARS FROM THE INCEPTION OF EACH PROJECT'S LEASE, THESE PROPERTIES WILL TRANSFER TO THE BOARD OF REGENTS. SINCE THE UGA REAL ESTATE FOUNDATION, INC. DID NOT "GIVE" THE UNIVERSITY MONEY OR PROPERTY, THE AMOUNT OF SUPPORT REPORTED ON SCHEDULE A IS "0". NO SUPPORT WAS GIVEN TO THE UNIVERSITY OF GEORGIA RESEARCH FOUNDATION, INC. (THE UGA REAL ESTATE FOUNDATION, INC.'S SOLE MEMBER) EITHER ON THEIR BEHALF OR ON BEHALF OF THE UNIVERSITY OF GEORGIA. |
| PART IV, Section A, LINE 2 | THE UGA REAL ESTATE FOUNDATION, INC. SUPPORTS THE UNIVERSITY OF GEORGIA WHICH WAS DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A UNIVERSITY IN THE UNIVERSITY SYSTEM OF GEORGIA WHICH IS A DEPARTMENT OR INSTRUMENTALITY OF THE STATE OF GEORGIA AND TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER IRC 115(1). |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,724,224 | OtherCostOrOtherBasisAmt |
| Book Value | $15,724,224 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,179,498 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,233,042 | DepreciationAmt |
| Book Value | $1,946,456 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,392 | OtherCostOrOtherBasisAmt |
| Depreciation | $196,638 | DepreciationAmt |
| Book Value | $754 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,671,434 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST RECEIVABLE | $22,820 |
| CAPITAL LEASE AND INTEREST RECEIVABLE | $273,397,140 |
| OTHER RECEIVABLES | $1,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $273,421,432 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE RENT LIABILITY | Desc |
| Amt | $1,371,256 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,371,256 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $20,437,626 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $174,314 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $174,314 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,263,312 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,263,312 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,218,684 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,218,684 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,218,684 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | europe | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM services CONSISTING OF repairs and replacement, INSURANCE AND professional fees | TypeOfActivitiesConductedTxt |
| Specific Services Provided | RENTAL REAL ESTATE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $184,165 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $184,165 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $184,165 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID C LEE | ||||||||||||||
| VICE-CHAIRMAN | $0 | $279,346 | $0 | $0 | $0 | $4,389 | $0 | $24,486 | $0 | $20,286 | $0 | $328,507 | $0 | $0 |
| JERE W MOREHEAD | ||||||||||||||
| EX-OFFICIO TRUSTEE | $0 | $603,707 | $0 | $0 | $0 | $24,448 | $0 | $277,581 | $0 | $7,449 | $0 | $913,185 | $0 | $0 |
| RYAN A NESBIT | ||||||||||||||
| CHAIRMAN | $0 | $258,455 | $0 | $0 | $0 | $1,150 | $0 | $36,946 | $0 | $25,198 | $0 | $321,749 | $0 | $0 |
| PAMELA S WHITTEN | ||||||||||||||
| EX-OFFICIO TRUSTEE | $0 | $369,593 | $0 | $0 | $0 | $24,000 | $0 | $24,486 | $0 | $17,582 | $0 | $435,661 | $0 | $0 |
| Henry J Munneke | ||||||||||||||
| TRUSTEE | $0 | $240,990 | $0 | $0 | $0 | $12,360 | $0 | $24,261 | $0 | $21,753 | $0 | $299,364 | $0 | $0 |
| Josef M Broder | ||||||||||||||
| TREASURER 7/1/15 - 9/30/15 | $0 | $209,232 | $0 | $0 | $0 | $111 | $0 | $29,425 | $0 | $17,176 | $0 | $255,944 | $0 | $0 |
| ERIC P ORBOCK | ||||||||||||||
| EXECUTIVE DIRECTOR | $97,375 | $98,275 | $0 | $0 | $0 | $189 | $9,737 | $14,590 | $10,719 | $10,404 | $117,831 | $123,458 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART 1, LINE 3 | THE EXECUTIVE DIRECTOR IS PAID DIRECTLY BY THE UNIVERSITY OF GEORGIA (UGA) FOR HIS ROLE AS THE REAL ESTATE FOUNDATION'S EXECUTIVE DIRECTOR. UGA'S VICE PRESIDENT FOR FINANCE AND ADMINISTRATION ESTABLISHES THE EXECUTIVE DIRECTOR'S ANNUAL COMPENSATION USING THE STATE OF GEORGIA'S BUDGETARY GUIDELINES. |
| PART 1, LINE 4B | THE COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN C INCLUDES DEFERRED COMPENSATION OF $245,447 PAID BY THE UNIVERSITY OF GEORGIA AS PART OF A 457(F) DEFERRED COMPENSATION PLAN. |
| FORM 990, PART VII, SECTION A | UNRELATED ORGANIZATIONS THAT PROVIDE COMPENSATION: THE UGA REAL ESTATE FOUNDATION, INC. HAS OFFICERS AND TRUSTEES LISTED IN FORM 990, PART VII, SECTION A, THAT ARE EMPLOYED BY THE UNIVERSITY OF GEORGIA (UGA) AND ARE COMPENSATED BY UGA FOR THEIR UGA POSITIONS. |
| SCHEDULE J | ALL UGA REAL ESTATE FOUNDATION EMPLOYEES BECAME UNIVERSITY OF GEORGIA (UGA) EMPLOYEES ON 7/1/15 AND WERE EMPLOYEES OF UGA FOR ALL OF FY 2016. FORM 990, PART VII & SCHEDULE J SHOW UGA REAL ESTATE FOUNDATION COMPENSATION BECAUSE THESE SCHEDULES ARE BASED ON A CALENDAR YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DEVELOPMENT AUTHORITY OF THE UNIFIED GOVERNMENT OF ATHENS-CLARKE COUNTY GA | ||||||||
| A | 582613761 | 047059GB0 | 2016-06-26 | $61,143,584 | TO REFINANCE ALL REMAINING BONDS (ORIG ISSUE 1/29/08) WITH LOWER RATE BONDS | 0 | 0 | 0 |
| housing AUTHORITY OF THE CITY OF ATHENS GEORGIA | ||||||||
| B | 586002838 | 047093av1 | 2009-07-15 | $50,399,696 | to construct a residence hall | 0 | 0 | 0 |
| DEVELOPMENT AUTHORITY OF THE UNIFIED GOVERNMENT OF ATHENS-CLARKE COUNTY GA | ||||||||
| C | 582613761 | 047060ex2 | 2009-11-25 | $17,538,318 | to construct two parking decks | 0 | 0 | 0 |
| Housing AUTHORITY OF THE CITY OF ATHENS GEORGIA | ||||||||
| D | 586002838 | 047093bz1 | 2010-03-01 | $36,102,798 | to refinance higher rate bonds (ORIG ISSUE 12/18/02) with lower rate BONDS | Yes (1) | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Capitalized InterestCapitalizedInterestAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Bond DefeasedBondDefeasedAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $61,143,584 | $60,510,468 | $596,838 | $36,278 | 2009 | 0 | Yes (1) | 0 | Yes (1) | ||||||
| B | $50,401,373 | $648,523 | 2010 | 0 | 0 | Yes (1) | Yes (1) | $5,450,000 | $2,356,458 | $1,170,028 | $46,226,364 | ||||
| C | $17,538,410 | $264,662 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | $2,475,000 | $10,001 | $17,263,747 | |||||
| D | $36,102,799 | $35,501,248 | $457,858 | 2004 | 0 | Yes (1) | Yes (1) | Yes (1) | $6,565,000 | $18,693 | $3,410,000 | $125,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: DEVELOPMENT AUTHORITY OF THE UNIFIED GOVERNMENT OF ATHENS-CLAR Date the Rebate Computation was Performed: 06/16/2016 Issuer Name: housing AUTHORITY OF THE CITY OF ATHENS, GEORGIA Date the Rebate Computation was Performed: 06/15/2015 Issuer Name: DEVELOPMENT AUTHORITY OF THE UNIFIED GOVERNMENT OF ATHENS-CLAR Date the Rebate Computation was Performed: 11/24/2014 Issuer Name: Housing AUTHORITY OF THE CITY OF ATHENS, GEORGIA Date the Rebate Computation was Performed: 03/01/2015 Issuer Name: Housing AUTHORITY OF THE CITY OF ATHENS, GEORGIA Date the Rebate Computation was Performed: 12/01/2014 Issuer Name: deVELOPMENT AUTHORITY OF THE UNIFIED GOVERNMENT OF ATHENS-CLAR Date the Rebate Computation was Performed: 12/15/2013 Issuer Name: HOUSING AUTHORITY OF THE CITY OF ATHENS, GEORGIA Date the Rebate Computation was Performed: 06/15/2015 Issuer Name: DEVELOPMENT AUTHORITY OF THE UNIFIED GOVERNMENT OF ATHENS-CLAR Date the Rebate Computation was Performed: 12/15/2014 Issuer Name: DEVELOPMENT AUTHORITY OF THE UNIFIED GOVERNMENT OF ATHENS-CLAR Date the Rebate Computation was Performed: 06/15/2015 |
| PART II PROCEEDS, LINE 3 | INVESTMENT INCOME Cusip #047093av1 - TOTAL PROCEEDS DO NOT EQUAL THE BOND ISSUED. DIFFERENCE IS INVESTMENT INCOME OF $1,677. Cusip #047060ex2 - TOTAL PROCEEDS DO NOT EQUAL THE BOND ISSUED. DIFFERENCE IS INVESTMENT INCOME OF $92. Cusip #047093bz1 - TOTAL PROCEEDS DO NOT EQUAL THE BOND ISSUED. DIFFERENCE IS INVESTMENT INCOME OF $1. Cusip #047093EL9 - TOTAL PROCEEDS DO NOT EQUAL THE BOND ISSUED. DIFFERENCE IS INVESTMENT INCOME OF $136. CUSIP #047059FB1 - TOTAL PROCEEDS DO NOT EQUAL THE BOND ISSUED. DIFFERENCE IS INVESTMENT INCOME OF $100. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Housing AUTHORITY OF THE CITY OF ATHENS GEORGIA | ||||||||
| A | 586002838 | 047093df3 | 2011-12-01 | $49,335,589 | to refinance higher rate bonds (orig issue 12/18/02) with lower rate bONDS | 0 | 0 | 0 |
| deVELOPMENT AUTHORITY OF THE UNIFIED GOVERNMENT OF ATHENS-CLARKE COUNTY GA | ||||||||
| B | 582613761 | 047059da5 | 2011-12-15 | $33,291,961 | to refinance all remaining bonds (orig issue 12/26/02) with lower rate bonds | 0 | 0 | 0 |
| HOUSING AUTHORITY OF THE CITY OF ATHENS GEORGIA | ||||||||
| C | 586002838 | 047093el9 | 2012-06-11 | $22,476,167 | to construct a residence hall | 0 | 0 | 0 |
| DEVELOPMENT AUTHORITY OF THE UNIFIED GOVERNMENT OF ATHENS-CLARKE COUNTY GA | ||||||||
| D | 582613761 | 047059EK2 | 2013-05-16 | $22,872,305 | TO REFINANCE ALL REMAINING BONDS (ORIG ISSUE 5/5/04) WITH LOWER RATE BONDS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,600,000 | $49,335,589 | $48,814,385 | $507,841 | $13,363 | 2004 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| B | $4,525,000 | $33,291,961 | $32,899,567 | $383,729 | $8,665 | 2003 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| C | $8,055,000 | $22,476,303 | $405,793 | $304,141 | 2013 | 0 | 0 | Yes (1) | Yes (1) | $898,555 | $20,867,814 | |
| D | $1,630,000 | $22,872,305 | $22,461,445 | $391,775 | $19,085 | 2005 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEVELOPMENT AUTHORITY OF THE UNIFIED GOVERNMENT OF ATHENS-CLARKE COUNTY GA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 582613761 | BondIssuerEIN |
| CUSIP | 047059FB1 | CUSIPNum |
| Bond Issued | 2013-06-27 | BondIssuedDt |
| Issue Price | $25,031,053 | IssuePriceAmt |
| Purpose | TO CONSTRUCT A DINING FACILITY | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $4,560,000 | RetiredAmt |
| Total Proceeds | $25,031,153 | TotalProceedsAmt |
| Capitalized Interest | $1,077,425 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $372,539 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $462,744 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $23,118,445 | CapitalExpendituresAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | THE UNIVERSITY OF GEORGIA RESEARCH FOUNDATION IS THE SOLE MEMBER OF THE UGA REAL ESTATE FOUNDATION, INC. |
| Form 990, Part VI, Section A, line 7a | THE UNIVERSITY OF GEORGIA RESEARCH FOUNDATION ELECTS MEMBERS TO THE GOVERNING BODY OF THE UGA REAL ESTATE FOUNDATION, INC. |
| Form 990, Part VI, Section A, line 7b | THE UNIVERSITY OF GEORGIA RESEARCH FOUNDATION HAS THE ABILITY TO APPROVE CERTAIN DECISIONS OF THE GOVERNING BOARD, SUCH AS CHANGING BY-LAWS. |
| Form 990, Part VI, Section B, line 11 | ONCE THE DRAFT FORM 990 IS RECEIVED FROM THE TAX PREPARERS, THE INTERNAL ACCOUNTANTS AND THE UGA REAL ESTATE FOUNDATION, INC. EXECUTIVE DIRECTOR REVIEW IT AND WORK WITH THE TAX PREPARERS UNTIL ALL ARE IN AGREEMENT. ONCE THE FINAL DRAFT IS RECEIVED, IT IS ELECTRONICALLY PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND INPUT. THEY ARE GIVEN A TIME IN WHICH RESPONSES ARE NEEDED. ALL RESPONSES ARE ADDRESSED UNTIL THE DEADLINE IS REACHED, THEN THE TAX PREPARERS ARE INFORMED TO ISSUE THE FORM 990 UNLESS CHANGES ARE REQUESTED. |
| Form 990, Part VI, Section B, line 12c | BOARD MEMBERS AND OFFICERS OF THE UGA REAL ESTATE FOUNDATION, INC. ARE GIVEN A FORM TO COMPLETE EACH YEAR REQUESTING DISCLOSURE OF ALL RELATED ENTITIES AND TRANSACTIONS. ANY CONFLICTS NOTED ARE DISCUSSED AND APPROPRIATE ACTION TAKEN, IF DEEMED NECESSARY. |
| Form 990, Part VI, Section C, line 19 | THE UGA REAL ESTATE FOUNDATION, INC.'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part XI, line 9: | ROUNDING -5. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| ugaref bolton commons llc | |||||||||
| 1280 SOUTH LUMPKIN STREET | aTHENS | GA | 30602 | 582491922 | MANAGE RENTAL REAL ESTATE | GA | $1,206,485 | $20,666,068 | uga real estate foundation inc |
| UGAREF CCRC BUILDING LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | MANAGE RENTAL REAL ESTATE | GA | $2,212,184 | $32,332,369 | uga real estate foundation inc |
| UGAREF CENTRAL PRECINCT LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | MANAGE RENTAL REAL ESTATE | GA | $3,234,229 | $56,080,029 | uga real estate foundation inc |
| UGAREF COVERDELL BUILDING LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | MANAGE RENTAL REAL ESTATE | GA | $1,197,358 | $19,842,096 | uga real estate foundation inc |
| UGAREF EAST CAMPUS HOUSING PHASE II LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | mANAGE RENTAL REAL ESTATE | GA | $2,727,231 | $45,828,977 | uga real estate foundation inc |
| UGAREF EAST CAMPUS HOUSING LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | MANAGE RENTAL REAL ESTATE | GA | $4,743,337 | $76,594,514 | uga real estate foundation inc |
| ugaref fraternity row house 1 llc | |||||||||
| 1280 SOUTH LUMPKIN STREET | aTHENS | GA | 30602 | 582491922 | manage rental real estate | GA | $248,743 | $3,249,511 | uga real estate foundation inc |
| ugaref fraternity row house 2 llc | |||||||||
| 1280 SOUTH LUMPKIN STREET | aTHENS | GA | 30602 | 582491922 | mANAGE RENTAL REAL ESTATE | GA | $248,743 | $3,248,162 | uga real estate foundation inc |
| ugaref fraternity row HOUSE 3 llc | |||||||||
| 1280 SOUTH LUMPKIN STREET | aTHENS | GA | 30602 | 582491922 | mANAGE RENTAL REAL ESTATE | GA | $248,743 | $3,249,510 | uga real estate foundation inc |
| ugaref fraternity row house 7 llc | |||||||||
| 1280 SOUTH LUMPKIN STREET | aTHENS | GA | 30602 | 582491922 | mANAGE RENTAL REAL ESTATE | GA | $169,946 | $2,191,967 | uga real estate foundation inc |
| UGAREF FRATERNITY ROW LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | manage RENTAL REAL ESTATE | GA | $0 | $90 | uga real estate foundation inc |
| UGAREF HARDIN PROPERTY LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | Manage rental real estate | GA | $0 | $8,723,079 | uga real estate foundation inc |
| UGAREF OCONEE STREET LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | MANAGE RENTAL REAL ESTATE | GA | $287,939 | $8,540,217 | uga real estate foundation inc |
| UGAREF O'MALLEY'S BUILDING LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | manage rental real estate | GA | -$631,321 | $641,736 | uga real estate foundation inc |
| UGAREF PAC PARKING DECK LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | manage rental real estate | GA | $913,608 | $16,172,500 | uga real estate foundation inc |
| uGAREF rutherford hall LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | athENS | GA | 30602 | 582491922 | Manage rental real estate | GA | $744,440 | $14,587,890 | uga real estate foundation inc |
| UGAREF SPRING STREET LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | MANAGE RENTAL REAL ESTATE | GA | $121 | $20,040 | uga real estate foundation inc |
| UGAREF TERRY COLLEGE PHASE 1 LLC | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | CONStruction of real estate for uga | GA | $0 | $0 | UGA real estate foundation inc |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF GEORGIA | |||||||||||
| 456 E BROAD STREET | ATHENS | GA | 30602 | 586001998 | EDUCATION & RESEARCH | GA | 115(1) | N/A | 0 | ||
| UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC | |||||||||||
| 456 E BROAD STREET | ATHENS | GA | 30602 | 581353149 | RESEARCH | GA | 501(C)(3) | N/A | 0 | Line 7 | |
| UGAREF CORTONA ITALY FOUNDATION | |||||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | PROVIDE HOUSING FOR STUDIES ABROAD PROGRAM | 501(C)(3) | N/A | 0 | PUBLIC CHARITY | IT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UGA REAL ESTATE FOUNDATION INC SOLD PROPERTY TO UGA | ||
| G | $11,566,665 | financial statements |
| UGA REAL ESTATE FOUNDATION INC LEASES FACILITIES TO UGA | ||
| J | $26,668,370 | financial statements |
| UGA LEASES OFFICE SPACE TO THE UGA REAL ESTATE FOUNDATION INC | ||
| K | $52,250 | financial statements |
| uga REAL ESTATE FOUNDATION INC PAID ACCT AUDITING & ADM FEE TO UGA | ||
| M | $571,381 | financial statements |
| UGA REAL ESTATE FOUNDATION INC REIMBURSED UGA FOR REPAIRS AND REPLACEMENT | ||
| P | $725,761 | financial statements |
| UGA REAL ESTATE FOUNDATION INC REIMBURSED UGA FOR PROJECT COSTS | ||
| P | $1,809,791 | financial statements |
| UGA REIMBURSED UGA REAL ESTATE FOUNDATION INC FOR PROJECT COSTS | ||
| Q | $632,140 | financial statements |