UNIVERSITY OF WEST GEORGIA FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF WEST GEORGIA FOUNDATION INC (EIN 58-6056464)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201333169349304708
- Schema version
- 2012v2.0
- 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 G
- Schedule I
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T12:22:11-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARRETT THOMAS & FAZIO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 CEDAR ST | AddressLine1 |
| City | CARROLLTON | City |
| State | GA | State |
| ZIP Code | 30117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586056464 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF WEST GEORGIA | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 6788396582 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1903 MAPLE STREET | AddressLine1 |
| City | CARROLLTON | City |
| State | GA | State |
| ZIP Code | 30118 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James A Gill | Name |
| Title | EXEC DIR/TREASURER | Title |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANN M FAZIO | Name |
| PTIN | P00532683 | PTIN |
| Phone | 7708322439 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17798049 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.westga.edu/alumni/index_16366.php | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | FINANCIAL ASSISTANCE FOR EDUCATION and support of the University of West Georgia | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 33 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 187 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 3822410 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1470976 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3538164 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3717483 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1714997 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1261482 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 41547 | OtherRevenuePriorYear |
| Other Revenue Current Year | 41756 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9117118 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6491697 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1894798 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2258586 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 193812 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3515321 | OtherExpensePriorYear |
| Other Expenses Current Year | 3745314 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5410119 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6003900 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3706999 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 487797 | RevenuesLessExpensesCY |
| Total Assets BOY | 90520121 | TotalAssetsBOY |
| Total Assets EOY | 90996982 | TotalAssetsEOY |
| Total Liabilities BOY | 55520510 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 54383127 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34999611 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 36613855 | NetAssetsOrFundBalancesEOY |
| Mission Description | FINANCIAL ASSISTANCE FOR EDUCATION and support of the University of West Georgia | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2987836 | Expense |
| Revenue | 3430440 | Revenue |
| Description | PROVIDED STUDENT HOUSING AND PARKING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1425987 | Expense |
| Description | PROVIDED SUPPORTING FUNDS FOR UNIVERSITY DEPARTMENTS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 832599 | Expense |
| Description | FINANCIAL ASSISTANCE FOR HIGHER EDUCATION: AWARDS GIVEN TO APPROXIMATELY 727 STUDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5246422 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 46 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 33 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | false | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BART GILLESPIE | NamePerson |
| Telephone Number | 6788394109 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1903 MAPLE STREET | AddressLine1 |
| City | CARROLLTON | City |
| State | GA | State |
| ZIP Code | 30118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| R David Knight | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| George W Brooks Jr | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Dana Wynn | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Pam D Uglum | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Timothy I Warren | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| J Thomas Vance | |||||||
| Vice Chair | 0.50 | 0.00 | X | 0 | 0 | 0 | X |
| Thomas S Upchurch | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Robert J Stone | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Floyd W Smith | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Beheruz N Sethna | |||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |
| William A Tony Moye | |||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |
| David S Parkman | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Trent T North | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Michelle Morgan | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Howard B Rocky Lipham III | |||||||
| Chairman | 0.50 | 0.00 | X | 0 | 0 | 0 | X |
| David E Jackson Jr | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Phillip Kauffman | |||||||
| Trustee | 0.50 | 0.00 | X | 0 | 0 | 0 | |
| Gerald McCarley | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Robert G Harris | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Sharon Tisinger | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Zachary R Steed | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| James A Gill | |||||||
| Treasurer | 0.10 | 0.00 | X | 0 | 0 | 0 | X |
| Herbert W Garrett | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Dan Gray | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Luis A Planas Sr | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Susan Fleck | |||||||
| Past Chair | 0.50 | 0.00 | X | 0 | 0 | 0 | X |
| Sam Crenshaw | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| K Alexander Roush | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Cindy S Denney | |||||||
| Secretary | 0.10 | 0.00 | X | 0 | 0 | 0 | X |
| James M Naughton | |||||||
| Trustee | 20.00 | 0.00 | X | 0 | 0 | 0 | |
| Mary Covington | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Edith Edie F Haney | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| A Paul Cadenhead | |||||||
| Trustee | 0.10 | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| transformation furniture | |||||
| 16840 State Road 37 PO Box 308 | Harlan | IN | 46743 | furniture | 309793 |
| j p morgan securities inc | |||||
| 3424 peachtree road ne suite 1700 | atlanta | GA | 303269983 | brokerage services | 162023 |
| aramark services inc | |||||
| 1032 metropolitan pkwy sw | atlanta | GA | 30310 | food services | 158013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 1470976 | AllOtherContributions |
| Total Contributions | 1470976 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| subordinate fee from univ | 100000 | 100000 |
| rent phse 1,2, GV & Lots | 468201 | 468201 |
| OTHER DEPARTMENTAL REV | 303186 | 303186 |
| int phse 1,2, GV & Lots | 2654073 | 2654073 |
| ATHLETIC ACTIVITY | 192023 | 192023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3717483 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 585760 | TotalRevenueColumn |
| Related Or Exempt Function Income | 585760 | RelatedOrExemptFunctionIncome |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 565 | TotalRevenueColumn |
| Related Or Exempt Function Income | 565 | RelatedOrExemptFunctionIncome |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11946767 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11271610 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 675157 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 675157 | TotalRevenueColumn |
| Related Or Exempt Function Income | 675157 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 64833 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 34742 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30091 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 11665 | GrossIncomeGaming |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11665 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11665 | RelatedOrExemptFunctionIncome |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6491697 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4990630 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2246816 | Total |
| Program Services | 2246816 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11770 | Total |
| Program Services | 11770 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1042 | Total |
| Management And General | 1042 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44041 | Total |
| Management And General | 44041 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14600 | Total |
| Management And General | 11000 | ManagementAndGeneral |
| Fundraising | 3600 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10759 | Total |
| Program Services | 9 | ProgramServices |
| Management And General | 8775 | ManagementAndGeneral |
| Fundraising | 1975 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6516 | Total |
| Management And General | 1759 | ManagementAndGeneral |
| Fundraising | 4757 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1403 | Total |
| Management And General | 1403 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2568297 | Total |
| Program Services | 2568297 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52806 | Total |
| Program Services | 52806 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39083 | Total |
| Program Services | 33991 | ProgramServices |
| Management And General | 5092 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| SPECIAL functions | 129824 | 19349 | 110475 | |
| BROKERAGE FEES | 162023 | 162023 | ||
| ADMINISTRATION FEE | 242844 | 242844 | ||
| property improvements | 309793 | 309793 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162283 | Total |
| Program Services | 22940 | ProgramServices |
| Management And General | 66338 | ManagementAndGeneral |
| Fundraising | 73005 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6003900 | Total |
| Program Services | 5246422 | ProgramServices |
| Management And General | 563666 | ManagementAndGeneral |
| Fundraising | 193812 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 349610 | BOY |
| EOY | 965883 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13795485 | BOY |
| EOY | 12091245 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2426954 | BOY |
| EOY | 1595835 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 73578 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73578 | BOY |
| EOY | 73578 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16937450 | BOY |
| EOY | 20501398 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1529503 | BOY |
| EOY | 1459145 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55407541 | BOY |
| EOY | 54309898 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90520121 | BOY |
| EOY | 90996982 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96005 | BOY |
| EOY | 80850 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53995000 | BOY |
| EOY | 52895000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1429505 | BOY |
| EOY | 1407277 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55520510 | BOY |
| EOY | 54383127 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13048791 | BOY |
| EOY | 13413372 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7430951 | BOY |
| EOY | 7577645 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14519869 | BOY |
| EOY | 15622838 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34999611 | BOY |
| EOY | 36613855 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90520121 | BOY |
| EOY | 90996982 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 487797 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1129426 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -2979 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1153103 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2496298 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1527424 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3822410 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1470976 | CurrentTaxYear |
| Total | 10470211 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1153103 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2496298 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1527424 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3822410 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1470976 | CurrentTaxYear |
| Total | 10470211 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1287451 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9182760 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 831207 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 668948 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 585256 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 556455 | CurrentTaxYearMinus1Year |
| Current Tax Year | 586325 | CurrentTaxYear |
| Total | 3228191 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -97357 | CurrentTaxYearMinus4Years |
| Total | -97357 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13601045 | TotalSupport |
| Public Support Pertcentage170 | 0.67520 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.68820 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17012304 | BeginningOfYearBalance |
| Contributions | 2660629 | Contributions |
| Investment Earnings Or Losses | 2190130 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 307438 | GrantsOrScholarships |
| Administrative Expenses | 377091 | AdministrativeExpenses |
| End Of Year Balance | 21178534 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16157637 | BeginningOfYearBalance |
| Contributions | 1553837 | Contributions |
| Investment Earnings Or Losses | -3062 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 300606 | GrantsOrScholarships |
| Administrative Expenses | 395502 | AdministrativeExpenses |
| End Of Year Balance | 17012304 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14149932 | BeginningOfYearBalance |
| Contributions | 342533 | Contributions |
| Investment Earnings Or Losses | 2202950 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 231676 | GrantsOrScholarships |
| Administrative Expenses | 306102 | AdministrativeExpenses |
| End Of Year Balance | 16157637 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12326314 | BeginningOfYearBalance |
| Contributions | 148481 | Contributions |
| Investment Earnings Or Losses | 2327535 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 287952 | GrantsOrScholarships |
| Administrative Expenses | 364446 | AdministrativeExpenses |
| End Of Year Balance | 14149932 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 163584 | BeginningOfYearBalance |
| Contributions | -4188527 | Contributions |
| Investment Earnings Or Losses | 514569 | InvestmentEarningsOrLosses |
| Other Expenditures | 460876 | OtherExpenditures |
| Administrative Expenses | 12326314 | AdministrativeExpenses |
| End Of Year Balance | 12326314 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 73578 | InvestmentCostOrOtherBasis |
| Book Value | 73578 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 73578 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| LEASES RECEIVABLE | 54136707 |
| INTEREST RECEIVABLE | 40859 |
| ASSETS HELD UNDER SPLIT INT AGREEMENTS | 132332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 54309898 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNAMORTIZED BOND PREMIUM | $245,721 |
| liabilities under split int agreements | $55,587 |
| ACCRUED INTEREST | $1,105,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1407277 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8911107 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1129426 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1258221 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 31763 | OtherRevenues |
| Revenue Not Rptd F990 | 2419410 | RevenueNotRptdF990 |
| Revenue Subtotal | 6491697 | RevenueSubtotal |
| Total Revenue Per Form990 | 6491697 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7296863 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1258221 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 34742 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1292963 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6003900 | ExpensesSubtotal |
| Total Expenses Per Form990 | 6003900 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | special event expense $34742 |
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | CHANGE IN SPLIT INTEREST VALUE $-2979 Special event expense $34742 |
| Part X | Part X : FIN48 Footnote | The Foundation has adopted the provisions of FASB Accounting Standards Codification Topic ASC 740-10 (previously Financial Interpretation No. 48, Accounting for Uncertainty in Income Taxes), as of January 1, 2009. The implementation of this standard had no impact on the financial statements. The Foundation undergoes an annual analysis of its various tax positions, assessing the likelihood of those positions being upheld upon examination with relevant tax authorities, as defined by ASC 740-10. |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | Provide academic scholarships, faculty development, advanced technology, and enhanced academic programs to and for the University of West Georgia. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction | NameOfEvent1 |
| Gross Receipts Event1 | 64833 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 64833 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 34742 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 64833 | GrossReceiptsTotal |
| Gross Revenue Total Events | 64833 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 34742 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 34742 | DirectExpenseSummaryEvents |
| Net Income Summary | 30091 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | university of west georgia | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 maple street | AddressLine1 |
| City | carrollton | City |
| State | GA | State |
| ZIP Code | 30118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 586002055 | EINOfRecipient |
| Amount Of Cash Grant | 2246816 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Purpose Of Grant | scholarhips, university departmental assistance | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | scholarship | TypeOfGrant |
| Number Of Recipients | 35 | NumberOfRecipients |
| Amount Of Cash Grant | 11770 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | The University of West Georgia Foundation provides grants to enhance the University of West Georgia and also for scholarships for students of the University of West Georgia. The Foundation works with the University to ensure that grants are expended based on criteria set by donors. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| carrollton payroll development authority | ||||||||
| C | 521375132 | 145339CM7 | 2004-10-12 | 19543582 | student housing | false | false | false |
| carrollton payroll development authority | ||||||||
| B | 521375132 | 145339FD4 | 2005-03-15 | 13815129 | student housing | false | false | false |
| carrollton payroll development authority | ||||||||
| A | 521375132 | 145339FX0 | 2008-08-27 | 26021253 | student housing and parking | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Refunding EscrowRefundingEscrow |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| C | 3140000 | 19543582 | 2250200 | 1108021 | 390871 | 143777 | 54559 | 18107056 | 279298 | 2004 | false | false | true | true | |
| B | 2760000 | 13815129 | 1818544 | 12592369 | 42697 | 2005 | true | false | true | true | 190852 | ||||
| A | 680000 | 26021253 | 2605729 | 1729742 | 522792 | 138760 | 20935720 | 2009 | true | false | true | true | 6809691 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|
| C | true | false | false | false | false | false | false | true |
| B | true | false | false | false | false | false | false | true |
| A | true | false | false | false | false | false | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|
| Wachovia | ||||||||||
| C | false | false | false | true | false | true | 24.0000 | true | false | true |
| AIG | ||||||||||
| B | false | false | false | true | false | true | 24.0000 | true | false | true |
| Morgan Stanley & Co Inc | ||||||||||
| A | false | true | false | false | false | true | 30.0000 | true | false | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part VI | ReturnReference |
| Explanation | FOR PART IV, LINE 2C, THE DATE THE REBATE COMPUTATION WAS PERFORMED WAS MARCH 20, 2010 FOR COLUMNS B & C. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Tim Warren | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Trustee | Relationship |
| Amount Of Transaction | 870795 | AmountOfTransaction |
| Description Of Transaction | Banking Transactions | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Noncash Contribs Rptd F990 | 5986 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR VALUED | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Noncash Contribs Rptd F990 | 16009 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR VALUED | MethodOfDeterminingRevenues |
Intellectual Property IntellectualProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 98000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | donor valued | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 41223 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15444 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR VALUED | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|
| other | 16 | 11963 | donor |
| FOOD & DECOR | 15 | 9778 | DONOR VALUED |
| GIFT CERTIFICAT | 102 | 22561 | DONOR VALUED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | EDWARD JONES IS USED TO SELL ANY CONTRIBUTION OF STOCK | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Decreases | change in value split interest agreement = -$2979 |
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | upon request |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | make 990 available to governing body. all questions and concerns are reported to foundation associate executive director. associate executive director researches and/or contacts tax advisors to clarify or correct. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Cindy S Denney; Robert J Stone - Daughter/FatherR. David Knight - Employer provides insurance for FoundationThomas Vance - partner in law firm providing legal services for FoundationTim Warren - CEO of bank where Foundation has money deposited |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|
| West Georgia Foundation for Student Hous | ||||||||
| 1903 Maple Street | Carrollton | GA | 30118 | Real Estate Lessors | GA | 1121865 | 21059951 | N/A |
| Wolves Retail LLC | ||||||||
| 1903 Maple Street | Carrollton | GA | 30118 | Real Estate Holdings | GA | 73578 | N/A | |
| Evergreen Complex LLC | ||||||||
| 1903 Maple Street | Carrollton | GA | 30118 | Real Estate Lessors | GA | 1534267 | 31707619 | N/A |
| State University of West georgia Housing | ||||||||
| 1903 Maple Street | Carrollton | GA | 30118 | Real Estate Lessors | GA | 774308 | 13677592 | N/A |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of West Georgia | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 Maple Street | AddressLine1 |
| City | Carrollton | City |
| State | GA | State |
| ZIP Code | 30118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586002055 | EIN |
| Primary Activities | education | PrimaryActivities |
| Legal Domicile State | GA | LegalDomicileState |
| Exempt Code Section | 501c3 | ExemptCodeSection |
| Public Charity Status | line 5 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Split-Interest Trusts 2 | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 Maple Street | AddressLine1 |
| City | Carrollton | City |
| State | GA | State |
| ZIP Code | 30118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | trust | PrimaryActivity |
| Legal Domicile State | GA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | uwgf | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | trust | TypeOfEntity |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| University of West Georgia | ||
| q | 34157 | actual sum |
| University of West Georgia | ||
| j | 3746338 | actual sum |
| University of West Georgia | ||
| b | 2258586 | actual sum |