UNIVERSITY OF GEORGIA FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF GEORGIA FOUNDATION (EIN 58-6033837)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-14
- IRS object ID
- 201423189349308347
- Schema version
- 2013v3.1
- 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 | 2014-11-14T16:29:03-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1 |
| City | Greensboro | City |
| State | NC | State |
| ZIP Code | 27401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CYNTHIA COYLE | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 7065426677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 394 SOUTH MILLEDGE AVENUE | AddressLine1 |
| Address Line2 | Suite 100 | AddressLine2 |
| City | ATHENS | City |
| State | GA | State |
| ZIP Code | 30602 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA COYLE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7065426677 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON H FRANKLIN | PreparerPersonNm |
| PTIN | P00448640 | PTIN |
| Phone | 7065426677 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CYNTHIA COYLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 394 MILLEDGE AVENUE SUITE 100 | AddressLine1 |
| City | ATHENS | City |
| State | GA | State |
| ZIP Code | 30602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $269,795,245 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 SUPPORT THE UNIVERSITY OF GEORGIA | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 49 | TotalVolunteersCnt |
| Total Gross UBI | -$601,577 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$639,384 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $60,835,966 | PYContributionsGrantsAmt |
| CY Contributions Grants | $61,801,918 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $582,322 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $783,995 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,648,769 | PYInvestmentIncomeAmt |
| CY Investment Income | $41,386,057 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,539,089 | PYOtherRevenueAmt |
| CY Other Revenue | $6,069,633 | CYOtherRevenueAmt |
| PY Total Revenue | $104,606,146 | PYTotalRevenueAmt |
| CY Total Revenue | $110,041,603 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $55,506,790 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $35,873,114 | 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 | $19,577 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,471,080 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,003,609 | PYOtherExpensesAmt |
| CY Other Expenses | $14,724,529 | CYOtherExpensesAmt |
| PY Total Expenses | $70,510,399 | PYTotalExpensesAmt |
| CY Total Expenses | $50,617,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $34,095,747 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $59,424,383 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $866,242,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,016,279,551 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,068,748 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,047,972 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $809,174,159 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $943,231,579 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT THE UNIVERSITY OF GEORGIA | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $46,514,379 | ExpenseAmt |
| Grant | $35,873,114 | GrantAmt |
| Revenue | $3,721,614 | 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 | $46,514,379 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 318 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CS | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA COYLE | PersonNm |
| Phone | 7065426677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 394 MILLEDGE AVENUE SUITE 100 | AddressLine1 |
| City | ATHENS | City |
| State | GA | State |
| ZIP Code | 30602 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| John P Spalding | ||||||
| Chair | 8.0 | Yes (X) | Yes (X) | |||
| Kenneth G Jackson | ||||||
| Vice-Chair | 5.0 | Yes (X) | Yes (X) | |||
| Andrew Head | ||||||
| Secretary | 2.0 | Yes (X) | Yes (X) | |||
| William Douglas | ||||||
| Treasurer | 3.5 | Yes (X) | Yes (X) | |||
| Daniel P Amos | ||||||
| Trustee | 2.0 | Yes (X) | ||||
| Kathryn L Ash | ||||||
| Trustee | 2.0 | Yes (X) | ||||
| Nelson E Bowers II | ||||||
| Trustee | 0.5 | Yes (X) | ||||
| Gary Bridgeman | ||||||
| Trustee | 1.0 | Yes (X) | ||||
| Terry S Brown | ||||||
| Trustee | 1.0 | Yes (X) | ||||
| Victor Corrigan | ||||||
| Trustee | 1.0 | Yes (X) | ||||
| John H Crawford IV | ||||||
| Trustee | 2.5 | Yes (X) | ||||
| Darren W DeVore | ||||||
| Trustee | 2.5 | Yes (X) | ||||
| Joseph C Frierson Jr | ||||||
| Trustee | 3.0 | Yes (X) | ||||
| Sylvia Q Giraudo | ||||||
| Ex-officio Trustee | 0.5 | Yes (X) | $0 | $104,825 | $29,624 | |
| Michael H Godwin | ||||||
| Trustee | 0.5 | Yes (X) | ||||
| Henry D Gregory Jr | ||||||
| Trustee | 1.0 | Yes (X) | ||||
| C William Griffin | ||||||
| Trustee | 2.0 | Yes (X) | ||||
| Samuel D Holmes | ||||||
| Trustee | 2.0 | Yes (X) | ||||
| Gail J Hunnicutt | ||||||
| Trustee | 2.5 | Yes (X) | ||||
| Sarah C Irby | ||||||
| Trustee | 1.0 | Yes (X) | ||||
| Stephen Joiner | ||||||
| Trustee | 1.0 | Yes (X) | ||||
| Steve C Jones | ||||||
| Trustee | 2.0 | Yes (X) | ||||
| Timothy Keadle | ||||||
| Ex-officio Trustee | 1.0 | Yes (X) | ||||
| Jefferson B A Knox | ||||||
| Trustee | 1.0 | Yes (X) | ||||
| John O Knox Jr | ||||||
| Trustee | 2.5 | Yes (X) | ||||
| Tom S Landrum | ||||||
| Ex-Officio Trustee | 3.0 | Yes (X) | $0 | $270,047 | $41,989 | |
| Emily D Lawson | ||||||
| Trustee | 1.0 | Yes (X) | ||||
| Russell C Lindner | ||||||
| Trustee | 2.0 | Yes (X) | ||||
| Keith W Mason | ||||||
| Trustee | 2.0 | Yes (X) | ||||
| James McCurry | ||||||
| Trustee | 1.0 | Yes (X) | ||||
| John F McMullan | ||||||
| Trustee | 2.0 | Yes (X) | ||||
| Jere W Morehead | ||||||
| Ex-officio Trustee | 3.0 | Yes (X) | $0 | $407,111 | $89,139 | |
| C Read Morton Jr | ||||||
| Trustee | 2.0 | Yes (X) | ||||
| John S Neel Jr | ||||||
| Trustee | 0.5 | Yes (X) | ||||
| Thomas H Paris III | ||||||
| Trustee | 5.0 | Yes (X) | ||||
| Neal J Quirk | ||||||
| Trustee | 5.0 | Yes (X) | ||||
| William N Searcy | ||||||
| Trustee | 1.5 | Yes (X) | ||||
| Swann Seiler | ||||||
| Trustee | 2.0 | Yes (X) | ||||
| Stanley W Shelton | ||||||
| Trustee | 2.0 | Yes (X) | ||||
| Stephen W Smith | ||||||
| Trustee | 0.5 | Yes (X) | ||||
| Robert H Stolz | ||||||
| Trustee | 4.0 | Yes (X) | ||||
| Barry Storey | ||||||
| Trustee | 1.0 | Yes (X) | ||||
| Mary Lou C Swift | ||||||
| Trustee | 2.0 | Yes (X) | ||||
| Brenda A Thompson | ||||||
| Trustee | 1.0 | Yes (X) | ||||
| Susan C Waltman | ||||||
| Trustee | 3.0 | Yes (X) | ||||
| Charles S Williams Jr | ||||||
| TRUSTEE | 2.0 | Yes (X) | ||||
| William Young | ||||||
| Trustee | 5.0 | Yes (X) | ||||
| Cynthia G Coyle | ||||||
| Executive Director & CFO | 40.0 | Yes (X) | $0 | $216,432 | $42,653 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $998,415 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $203,405 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLACKBAUD | |||||
| 2000 DANIEL ISLAND DRIVE | CHARLESTON | SC | 29492 | SOFTWARE DEVELOPMENT | $1,118,196 |
| PRIME BUCHHOLZ ASSOCIATES INC | |||||
| 25 CHESTNUT STREET | PORTSMOUTH | NH | 03801 | INVESTING SERVICES | $349,621 |
| TRUMPS CATERING | |||||
| 247 E WASHINGTON STREET | ATHENS | GA | 30601 | CATERING SERVICES | $272,481 |
| KPMG LLP | |||||
| Dept 0608 PO Box 120608 | DALLAS | TX | 75312 | AUDIT SERVICES | $219,110 |
| GRUBB ELLIS REALTY INVESTORS | |||||
| 1551 NORTH TUSTIN AVENUE | SANTA ANA | CA | 29705 | REAL ESTATE SERVICES | $191,394 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $640,265 | FundraisingAmt |
| Related Organizations | $4,009,400 | RelatedOrganizationsAmt |
| All Other Contributions | $57,152,253 | AllOtherContributionsAmt |
| Noncash Contributions | $7,743,292 | NoncashContributionsAmt |
| Total Contributions | $61,801,918 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTS FROM STUDY ABROAD | 531110 | $585,262 | $585,262 |
| INVESTMENT FEE FROM RELATED ORGANIZATIONS | 525990 | $198,733 | $198,733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $783,995 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,092,298 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$601,577 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,693,875 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,059,535 | TotalRevenueColumnAmt |
| Exclusion | $3,059,535 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $155,940 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $103,755 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $52,185 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,185 | TotalRevenueColumnAmt |
| Exclusion | $52,185 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $191,237,358 | SecuritiesAmt |
| Other | $307,477 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $158,941,311 | SecuritiesAmt |
| Other | $309,765 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,296,047 | SecuritiesAmt |
| Other | -$2,288 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,293,759 | TotalRevenueColumnAmt |
| Exclusion | $32,293,759 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $419,105 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $640,265 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $398,811 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,294 | TotalRevenueColumnAmt |
| Exclusion | $20,294 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COURT SETTLEMENT PROCEEDS | 900099 | $475,000 | $475,000 |
| EVENT REGISTRATIONS | 900099 | $349,409 | $349,409 |
| LICENSE PLATE REVENUE | 900099 | $586,250 | $586,250 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,526,960 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,526,960 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,937,619 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,041,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,721,614 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$601,577 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,119,648 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,646,484 | TotalAmt |
| Program Services | $35,646,484 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,630 | TotalAmt |
| Program Services | $226,630 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,577 | TotalAmt |
| Program Services | $19,577 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,394 | TotalAmt |
| Program Services | $39,584 | ProgramServicesAmt |
| Management And General | $51,810 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,304 | TotalAmt |
| Program Services | $18,749 | ProgramServicesAmt |
| Management And General | $209,555 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $623,405 | TotalAmt |
| Management And General | $623,405 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $648,191 | TotalAmt |
| Program Services | $497,606 | ProgramServicesAmt |
| Management And General | $71,782 | ManagementAndGeneralAmt |
| Fundraising | $78,803 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $880,166 | TotalAmt |
| Program Services | $700,247 | ProgramServicesAmt |
| Management And General | $54,978 | ManagementAndGeneralAmt |
| Fundraising | $124,941 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,943 | TotalAmt |
| Program Services | $701,723 | ProgramServicesAmt |
| Management And General | $106,956 | ManagementAndGeneralAmt |
| Fundraising | $154,264 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,718 | TotalAmt |
| Program Services | $6,118 | ProgramServicesAmt |
| Fundraising | $56,600 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,178 | TotalAmt |
| Program Services | $203,954 | ProgramServicesAmt |
| Management And General | $37,019 | ManagementAndGeneralAmt |
| Fundraising | $37,205 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,344,881 | TotalAmt |
| Program Services | $1,157,373 | ProgramServicesAmt |
| Management And General | $62,698 | ManagementAndGeneralAmt |
| Fundraising | $124,810 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,826,079 | TotalAmt |
| Program Services | $4,075,822 | ProgramServicesAmt |
| Management And General | $311,280 | ManagementAndGeneralAmt |
| Fundraising | $438,977 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,102 | TotalAmt |
| Program Services | $336,102 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,974 | TotalAmt |
| Program Services | $295,048 | ProgramServicesAmt |
| Fundraising | $600,926 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,661 | TotalAmt |
| Program Services | $56,057 | ProgramServicesAmt |
| Management And General | $43,421 | ManagementAndGeneralAmt |
| Fundraising | $183 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TRANSFERS & DISTRIBUTIONS | $1,594,348 | $1,594,348 | ||
| PROFESSIONAL DUES/MEMBERSHIPS | $228,586 | $142,666 | $29,073 | $56,847 |
| MONETARY AWARDS | $222,729 | $222,729 | ||
| OTHER EXPENSES | $1,400,870 | $573,562 | $29,784 | $797,524 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,617,220 | TotalAmt |
| Program Services | $46,514,379 | ProgramServicesAmt |
| Management And General | $1,631,761 | ManagementAndGeneralAmt |
| Fundraising | $2,471,080 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,813,272 | BOYAmt |
| EOY | $9,912,474 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,846,972 | BOYAmt |
| EOY | $79,238,688 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,510,876 | BOYAmt |
| EOY | $45,696,357 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $963,895 | BOYAmt |
| EOY | $1,330,725 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,381 | BOYAmt |
| EOY | $638,101 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,264 | BOYAmt |
| EOY | $238,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,476,440 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,472,947 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,969,028 | BOYAmt |
| EOY | $36,003,493 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,170,499 | BOYAmt |
| EOY | $366,147,316 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,767,512 | BOYAmt |
| EOY | $472,517,288 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,484,208 | BOYAmt |
| EOY | $4,556,999 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $866,242,907 | BOYAmt |
| EOY | $1,016,279,551 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,794,264 | BOYAmt |
| EOY | $4,388,190 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,697,543 | BOYAmt |
| EOY | $5,589,967 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,576,941 | BOYAmt |
| EOY | $63,069,815 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,068,748 | BOYAmt |
| EOY | $73,047,972 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,115,733 | BOYAmt |
| EOY | $91,032,619 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,125,294 | BOYAmt |
| EOY | $430,372,477 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,933,132 | BOYAmt |
| EOY | $421,826,483 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $809,174,159 | BOYAmt |
| EOY | $943,231,579 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $866,242,907 | BOYAmt |
| EOY | $1,016,279,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $59,424,383 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $74,553,815 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $79,222 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $12,334,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,382,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,456,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,835,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,801,918 | CurrentTaxYearAmt |
| Total | $186,811,037 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,334,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,382,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,456,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,835,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,801,918 | CurrentTaxYearAmt |
| Total | $186,811,037 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,861,310 | SubstantialContributorsTotAmt |
| Public Support Total170 | $180,949,727 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,196,944 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,336,855 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,465,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,902,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,092,298 | CurrentTaxYearAmt |
| Total | $34,993,676 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,786,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,287,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,379,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,042,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,937,619 | CurrentTaxYearAmt |
| Total | $26,433,519 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $248,238,232 | TotalSupportAmt |
| Public Support CY170 | 0.72894 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66611 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | false | WrittenPolicyMonitoringInd |
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $2,319,408 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $668,945,744 | BeginningYearBalanceAmt |
| Contributions | $35,115,851 | ContributionsAmt |
| Investment Earnings Or Losses | $110,322,009 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,036,489 | OtherExpendituresAmt |
| End Year Balance | $789,347,115 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $586,470,032 | BeginningYearBalanceAmt |
| Contributions | $24,633,626 | ContributionsAmt |
| Investment Earnings Or Losses | $77,031,040 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,188,954 | OtherExpendituresAmt |
| End Year Balance | $668,945,744 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $598,438,386 | BeginningYearBalanceAmt |
| Contributions | $15,964,667 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,076,686 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,856,335 | OtherExpendituresAmt |
| End Year Balance | $586,470,032 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $450,987,974 | BeginningYearBalanceAmt |
| Contributions | $10,371,493 | ContributionsAmt |
| Investment Earnings Or Losses | $90,571,298 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,736,828 | OtherExpendituresAmt |
| End Year Balance | $539,193,937 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $406,415,826 | BeginningYearBalanceAmt |
| Contributions | $6,925,378 | ContributionsAmt |
| Investment Earnings Or Losses | $48,166,906 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,520,136 | OtherExpendituresAmt |
| End Year Balance | $450,987,974 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08886 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50191 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.40923 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,709,628 | OtherCostOrOtherBasisAmt |
| Book Value | $21,709,628 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,117,520 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,153,713 | DepreciationAmt |
| Book Value | $9,963,807 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,931,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,319,234 | DepreciationAmt |
| Book Value | $3,612,546 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $717,512 | OtherCostOrOtherBasisAmt |
| Book Value | $717,512 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,003,493 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $2,474,626 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH & SHORT-TERM INVESTMENTS | $7,193,282 | F |
| MARKETABLE ALTERNATIVES | $303,975,596 | F |
| NON-MARKETABLE ALTERNATIVES | $95,503,643 | F |
| SPLIT INTEREST INVESTMENTS | $22,435,076 | F |
| COMMINGLED FIXED INCOME | $36,267,227 | F |
| BENEFICIAL INT IN PERP TRUST | $4,667,838 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $472,517,288 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $44,722,145 |
| OBLIGATIONS RELATED TO DEFERRED GIFTS | $10,639,825 |
| DERIVATIVE FINANCIAL INSTRUMENT | $1,842,358 |
| LINE OF CREDIT | $5,640,613 |
| DEFERRED AFFINITY CONTRACT OBLIGATIONS | $224,874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $63,069,815 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $186,776,020 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $74,553,815 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $979,151 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $1,734,357 | OtherRevenueAmt |
| Revenue Not Reported | $77,267,323 | RevenueNotReportedAmt |
| Revenue Subtotal | $109,508,697 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $532,906 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $532,906 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $110,041,603 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $52,718,600 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $979,151 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,655,135 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,634,286 | ExpensesNotReportedAmt |
| Expenses Subtotal | $50,084,314 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $532,906 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $532,906 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $50,617,220 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9 | 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. |
| 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. |
| PART V, LINE 4 | The Endowments are maintained to support the academic purposes of the University of Georgia, including scholarships, fellowships, awards, lectureships, research, training and professorships. |
| 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 consolidated financial statements for 2014 and 2013. |
| PART XI, LINE 2D | CHANGE IN VALUE OF ANNUITIES (481,854) CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 104,976 CHANGE IN FAIR VALUE OF DERIVATIVES (5,532) CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 351,469 FUNDRAISING EXPENSES RECLASS 398,811 RENTAL EXPENSE RECLASS 103,755 INCOME FROM SUBSIDIARY 1,262,732 TOTAL 1,734,357 |
| PART XII, LINE 2D | EXPENSE FROM SUBSIDIARY 1,152,569 FUNDRAISING EXPENSE RECLASS 398,811 RENTAL EXPENSE RECLASS 103,755 TOTAL 1,655,135 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 1 | 31 | Program Services | SUPPORT ACADEMIC PRGMS | $1,152,569 |
| Central America and the Caribbean | 1 | 31 | Investments | $135,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 31 | SubtotalEmployeesCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 62 | TotalEmployeeCnt |
| Subtotal Spent | $1,287,969 | SubtotalSpentAmt |
| Total Spent | $1,287,969 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Purpose Of Grant | SEE PART V | PurposeOfGrantTxt |
| Cash Grant | $226,630 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFE | MannerOfCashDisbursementTxt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2 | THE GRANT MADE BY THE UNIVERSITY OF GEORGIA FOUNDATION WAS MADE TO UGA ECOLODGE AND RESEARCH STATION, S.A., A WHOLLY OWNED FOREIGN CORPORATION. THE UNIVERSITY OF GEORGIA FOUNDATION EXPECTS THE FUNDS TO BE USED FOR THE UNIVERSITY'S STUDY ABROAD PROGRAM, AND AS SUCH, SUBSEQUENTLY MONITORS THE GRANT. |
| PART II, LINE 1, COLUMN D | TO SUPPORT STUDY ABROAD FACILITIES OF WHOLLY OWNED COSTA RICAN CORPORATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $444,936 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $212,613 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $232,323 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $31,838 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $164,397 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | BALL | NameOfEvent2Amt |
| Gross Receipts Event2 | $300,927 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $239,265 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $61,662 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $123,291 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 12 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $313,507 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $188,387 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $125,120 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $9,179 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $70,106 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,059,370 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $640,265 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $419,105 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $41,017 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $357,794 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $398,811 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,294 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF GEORGIA | |||||||||
| BROAD STREET | ATHENS | GA | 30602 | 586001998 | GOV'T | $27,306,415 | N/A | N/A | SCHOLARSHIPS & OTHER SUPPORT |
| NATIONAL MERIT SCHOLARSHIP | |||||||||
| PO BOX 99389 | CHICAGO | IL | 60693 | 362307745 | 501(C)(3) | $87,250 | N/A | N/A | SCHOLARSHIPS |
| UGA ATHLETIC ASSOCIATION | |||||||||
| 1 SELIG CIRCLE BUTTS MEHRE BUILDIN | ATHENS | GA | 30602 | 580652581 | 501(C)(3) | $3,160,292 | N/A | N/A | SCHOLARSHIPS & CONSTRUCTION |
| UGA REAL ESTATE FOUNDATION | |||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | 501(C)(3) | $5,022,840 | N/A | N/A | CONSTRUCTION PROJECTS |
| UGA RESEARCH FOUNDATION | |||||||||
| 324 BUSINESS SERVICES 456 EAST BROA | ATHENS | GA | 30602 | 581353149 | 501(C)(3) | $69,687 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | 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) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cynthia G Coyle | ||||||||||||||
| Executive Director & CFO | $0 | $216,288 | $0 | $0 | $0 | $144 | $0 | $26,651 | $0 | $16,002 | $0 | $259,085 | $0 | $0 |
| Tom S Landrum | ||||||||||||||
| Ex-Officio Trustee | $0 | $267,910 | $0 | $0 | $0 | $2,137 | $0 | $31,271 | $0 | $10,718 | $0 | $312,036 | $0 | $0 |
| Jere W Morehead | ||||||||||||||
| Ex-officio Trustee | $0 | $383,310 | $0 | $0 | $0 | $23,801 | $0 | $80,921 | $0 | $8,218 | $0 | $496,250 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | HEALTH OR SOCIAL CLUB DUES 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 $50,000 FROM A SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN, PAID BY THE UNIVERSITY OF GEORGIA, A RELATED ORGANIZATION. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 158 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,985,238 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | HORSES | Desc |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $758,054 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, LINE 31 | The organization has a gift acceptance committee and policy. The committee reviews any non-standard contribution that the organization accepts. |
| SCHEDULE M, LINE 32B | The University of Georgia Foundation utilizes Merrill Lynch as a broker to sell publicly traded securities. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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. |
| OTHER CHANGES IN NET ASSETS | CHANGE IN VALUE OF ANNUITIES (481,854) CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 104,976 CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 351,469 CHANGE IN FMV OF DERIVATIVE FINANCIAL INSTRUMENT (5,532) NET INCOME OF SUBSIDIARY 110,163 TOTAL 79,222 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF GEORGIA | ||||||||||
| BROAD STREET | ATHENS | GA | 30602 | 586001998 | PUBLIC UNIVER | GA | NA | false | ||
| UGA ATHLETIC ASSOCIATION | ||||||||||
| 1 SELIG CIRCLE | ATHENS | GA | 30602 | 580652518 | SUPPORT UGA | GA | UGA | false | 501(C)(3) | 5 |
| UGA RESEARCH FOUNDATION | ||||||||||
| 200 DW BROOKS DRIVE | ATHENS | GA | 30602 | 581353149 | SUPPORT UGA | GA | NA | false | 501(C)(3) | 7 |
| UGA REAL ESTATE FOUNDATION | ||||||||||
| 229 COLLEGE AVE SUITE 200 | ATHENS | GA | 30601 | 582491922 | SUPPORT UGA | GA | UGA RESEARCH | false | 501(C)(3) | 11e |
| THE UNIVERSITY SYSTEM OF GEORGIA FDN | ||||||||||
| 270 WASHINGTON STREET | ATLANTA | GA | 30334 | 586333106 | SUPPORT | GA | NA | false | 501(C)(3) | 5 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UGA ECOLODGE AND RESEARCH STATION SA | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SANTA ELENA DE MONTEVERDE | AddressLine1 |
| City | PUNTARENAS | City |
| Province Or State | COSTA RICA | ProvinceOrState |
| Country | CS | Country |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | CS | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UGA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $110,163 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,766,804 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF GEORGIA | ||
| B | $27,306,415 | CASH |
| UGA ATHLETIC ASSOCIATION | ||
| B | $3,160,292 | CASH |
| UGA RESEARCH FOUNDATION | ||
| B | $69,687 | CASH |
| UGA REAL ESTATE FOUNDATION | ||
| B | $5,022,840 | CASH |
| UGA ECOLODGE & RESEARCH STATION SA | ||
| B | $91,230 | CASH |
| UGA ATHLETIC ASSOCIATION | ||
| C | $4,009,400 | CASH |
| UNIVERSITY OF GEORGIA | ||
| J | $585,262 | RENT REVENUE |
| UNIVERSITY OF GEORGIA | ||
| Q | $117,987 | CASH |
| UGA ATHLETIC ASSOCIATION | ||
| Q | $329,964 | CASH |
| UGA ATHLETIC ASSOCIATION | ||
| R | $2,053,304 | CASH & PROPERTY |
| USG FOUNDATION | ||
| R | $6,540 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PRIMARY ACTIVITY | FormAndLineReferenceDesc |
| Explanation | MANAGE COSTA RICA STUDY ABROAD PROGRAM & SUPPORT RESEARCH. | ExplanationTxt |