UNIVERSITY OF GEORGIA FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF GEORGIA FOUNDATION (EIN 58-6033837)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-14
- IRS object ID
- 201213199349306466
- Schema version
- 2011v1.3
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T16:46:00-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586033837 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF GEORGIA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % CYNTHIA COYLE | InCareOfName |
| Name Control | UNIV | NameControl |
| Phone | 7065426677 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 394 SOUTH MILLEDGE AVENUE | AddressLine1 |
| City | ATHENS | City |
| State | GA | State |
| ZIP Code | 30602 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA COYLE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Date Signed | 2012-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362753394 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CYNTHIA COYLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 225657788 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UGAFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT THE UNIVERSITY OF GEORGIA | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 62 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 58 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 408666 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -364048 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14894760 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 36456143 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 704040 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 670287 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8861506 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10683886 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8267346 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8293868 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 32727652 | TotalRevenuePriorYear |
| Total Revenue Current Year | 56104184 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 17995858 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 26676925 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2325282 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9685300 | OtherExpensePriorYear |
| Other Expenses Current Year | 16727589 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27681158 | TotalExpensesPriorYear |
| Total Expenses Current Year | 43404514 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5046494 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12699670 | RevenuesLessExpensesCY |
| Total Assets BOY | 627015306 | TotalAssetsBOY |
| Total Assets EOY | 754091650 | TotalAssetsEOY |
| Total Liabilities BOY | 23829650 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 28884347 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 603185656 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 725207303 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SUPPORT THE UNIVERSITY OF GEORGIA | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 39808024 | Expense |
| Grants | 26676925 | Grants |
| Revenue | 6379722 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 39808024 | 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 | true | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | 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 | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 297 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CS | NameOfForeignCountry |
| 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 |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 62 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 58 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | 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 | true | 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 | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CYNTHIA COYLE | NamePerson |
| Telephone Number | 7065426677 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (63 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| William D Young Jr | ||||||
| Chair | 10.0 | X | X | 0 | 0 | 0 |
| John P Spalding | ||||||
| Vice-Chair | 4.0 | X | X | 0 | 0 | 0 |
| Andrew M Head | ||||||
| Secretary | 2.0 | X | X | 0 | 0 | 0 |
| Kenneth G Jackson | ||||||
| Treasurer | 5.0 | X | X | 0 | 0 | 0 |
| Michael F Adams | ||||||
| Ex-Officio Trustee | 1.0 | X | 0 | 462853 | 248708 | |
| Daniel P Amos | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Earl D Barrs | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Robert D Bishop | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Nelson E Bowers II | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| David E Boyd | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Garry W Bridgeman | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Terry S Brown | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Otis A Brumby Jr | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Maxine H Burton | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| James E Butler Jr | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Charles E Campbell | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| J David Chatham | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| John H Crawford IV | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Chester C Davenport | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Jay M Davis | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Darren W DeVore | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| William W Douglas III | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Robert G Edge | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| James Don Edwards | ||||||
| Trustee | 1.0 | X | 0 | 5144 | 0 | |
| Norman S Fletcher | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Joseph C Frierson Jr | ||||||
| Trustee | 5.0 | X | 0 | 0 | 0 | |
| Michael H Godwin | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| C William Griffin | ||||||
| Trustee | 3.0 | X | 0 | 0 | 0 | |
| F Sheffield Hale | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Ben H Hall Jr | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Samuel D Holmes | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Gail J Hunnicutt | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Julie E Hunt | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Sarah C Irby | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Steve C Jones | ||||||
| Ex-Officio Trustee | 1.0 | X | 0 | 0 | 0 | |
| Jefferson B A Knox | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| John O Knox Jr | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| James L LaBoon Jr | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Tom S Landrum | ||||||
| Ex-Officio Trustee | 1.0 | X | 0 | 272202 | 74019 | |
| Thomas W Lawhorne Jr | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Emily D Lawson | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Keith W Mason | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| John F McMullan | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Richard B Means | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| C Read Morton Jr | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| John S Neel Jr | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Thomas H Paris III | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Donald A Perry | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| William N Searcy | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Swann Seiler | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| S Stephen Selig III | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Scott A Shamp Jr | ||||||
| Ex-Officio Trustee | 1.0 | X | 0 | 131201 | 30141 | |
| Stanley W Shelton | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Stephen W Smith | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Steven W Smith | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Mary Lou C Swift | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Susan C Waltman | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Harriet H Warren | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Don L Waters | ||||||
| Trustee | 2.0 | X | 0 | 0 | 0 | |
| Ramsey T Way | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Charles S Williams Jr | ||||||
| Trustee | 3.0 | X | 0 | 0 | 0 | |
| Jane S Willson | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| Cynthia G Coyle | ||||||
| Executive Director & CFO | 40.0 | X | 0 | 208670 | 28359 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1080070 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 381227 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLACKBAUD | |||||
| 2000 DANIEL ISLAND DRIVE | CHARLESTON | SC | 29492 | SOFTWARE DEVELOPMENT | 770083 |
| GREG STONE MEDIA CONSULTING | |||||
| 65 GLEN OAKS DRIVE | ATLANTA | GA | 30327 | CONSULTING SERVICES | 176421 |
| DELOITTE TOUCHE LLP | |||||
| PO BOX 403568 | ATLANTA | GA | 303843568 | AUDIT SERVICES | 170544 |
| THOMAS MOSER CABINETMAKERS | |||||
| PO BOX 1237 | AUBURN | ME | 042111237 | CONSTRUCTION | 164653 |
| EPTING EVENTS | |||||
| PO BOX 6571 | ATHENS | GA | 306046571 | CATERING SERVICE | 155043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| Fundraising Events | 656649 | FundraisingEvents |
| All Other Contributions | 35799494 | AllOtherContributions |
| Noncash Contributions | 9655878 | NoncashContributions |
| Total Contributions | 36456143 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENTS FROM STUDY ABROAD | Description |
| Business Code | 531110 | BusinessCode |
| Total Revenue Column | 670287 | TotalRevenueColumn |
| Related Or Exempt Function Income | 670287 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 670287 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6465284 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 408666 | UnrelatedBusinessRevenue |
| Exclusion | $6,056,618 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1842547 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,842,574 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 173328195 | Securities |
| Other | 65000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 169063965 | Securities |
| Other | 110628 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4264230 | Securities |
| Other | -45628 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4218602 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,218,602 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 450610 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 656649 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 379011 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71599 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $71,599 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| CONSTRUCTION FUNDS RETURNED | 900099 | 2156917 | 2156917 | 0 | $0 |
| OTHER | 900099 | 3518195 | 3518195 | 0 | $0 |
| LICENSE PLATE REVENUE | 900099 | 704610 | 704610 | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6379722 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56104184 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7050009 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 408666 | UnrelatedBusinessRevenue |
| Exclusion | $12,189,393 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26586925 | Total |
| Program Services | 26586925 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90000 | Total |
| Program Services | 90000 | ProgramServices |
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 |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
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 |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
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 | 179853 | Total |
| Program Services | 75328 | ProgramServices |
| Management And General | 104525 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257358 | Total |
| Program Services | 13699 | ProgramServices |
| Management And General | 243659 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
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 | 395970 | Total |
| Program Services | 395970 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2136100 | Total |
| Program Services | 1814106 | ProgramServices |
| Management And General | 162552 | ManagementAndGeneral |
| Fundraising | 159442 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 534681 | Total |
| Program Services | 331954 | ProgramServices |
| Management And General | 54503 | ManagementAndGeneral |
| Fundraising | 148224 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1133158 | Total |
| Program Services | 935275 | ProgramServices |
| Management And General | 54567 | ManagementAndGeneral |
| Fundraising | 143316 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543 | Total |
| Program Services | 465 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 78 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 662703 | Total |
| Program Services | 310860 | ProgramServices |
| Management And General | 76255 | ManagementAndGeneral |
| Fundraising | 275588 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1212349 | Total |
| Program Services | 1065853 | ProgramServices |
| Management And General | 41785 | ManagementAndGeneral |
| Fundraising | 104711 | 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 | 4641603 | Total |
| Program Services | 2975613 | ProgramServices |
| Management And General | 356891 | ManagementAndGeneral |
| Fundraising | 1309099 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393728 | Total |
| Program Services | 393728 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295048 | Total |
| Program Services | 295048 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150721 | Total |
| Program Services | 109036 | ProgramServices |
| Management And General | 41568 | ManagementAndGeneral |
| Fundraising | 117 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TRANSFERS & DISTRIBUTIONS | 2713691 | 2713691 | 0 | 0 |
| REIMBURSABLE EXPENSES | 346533 | 336077 | 6251 | 4205 |
| MONETARY AWARDS | 237431 | 237431 | 0 | 0 |
| OTHER EXPENSES | 1436119 | 1126965 | 128652 | 180502 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43404514 | Total |
| Program Services | 39808024 | ProgramServices |
| Management And General | 1271208 | ManagementAndGeneral |
| Fundraising | 2325282 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 14645965 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27027624 | BOY |
| EOY | 77794931 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15085136 | BOY |
| EOY | 41020344 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3076293 | BOY |
| EOY | 1419408 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401681 | BOY |
| EOY | 377121 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52709 | BOY |
| EOY | 171226 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 31213142 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2210931 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26697654 | BOY |
| EOY | 29002211 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5228621 | BOY |
| EOY | 248245528 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 545249505 | BOY |
| EOY | 337029762 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4196083 | BOY |
| EOY | 4385154 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 627015306 | BOY |
| EOY | 754091650 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 597929 | BOY |
| EOY | 3237643 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 2326045 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6720121 | BOY |
| EOY | 5798919 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16511600 | BOY |
| EOY | 17521740 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23829650 | BOY |
| EOY | 28884347 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43365877 | BOY |
| EOY | 47737471 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247798448 | BOY |
| EOY | 302355153 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312021331 | BOY |
| EOY | 375114679 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 603185656 | BOY |
| EOY | 725207303 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 627015306 | BOY |
| EOY | 754091650 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 12699670 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 109321977 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 22058057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13189597 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12334256 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15382754 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36456143 | CurrentTaxYear |
| Total | 99420807 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22058057 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13189597 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12334256 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15382754 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36456143 | CurrentTaxYear |
| Total | 99420807 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6713738 | AmountsSubstContributorsTotal |
| Public Support Total170 | 92707069 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10359027 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6344586 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5196944 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5336855 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6465284 | CurrentTaxYear |
| Total | 33702696 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 855793 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2178435 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2786214 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8287933 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6379722 | CurrentTaxYear |
| Total | 20488097 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 153611600 | TotalSupport |
| Public Support Pertcentage170 | 0.60352 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.60660 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 111.58 | TotalAcreage |
| Nmbr Hist Struct Easements | 1 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 2345908 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 598438386 | BeginningOfYearBalance |
| Contributions | 15964667 | Contributions |
| Investment Earnings Or Losses | -9076686 | InvestmentEarningsOrLosses |
| Administrative Expenses | 18856335 | AdministrativeExpenses |
| End Of Year Balance | 586470032 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 450987974 | BeginningOfYearBalance |
| Contributions | 10371493 | Contributions |
| Investment Earnings Or Losses | 90571298 | InvestmentEarningsOrLosses |
| Administrative Expenses | 12736828 | AdministrativeExpenses |
| End Of Year Balance | 539193937 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 406415826 | BeginningOfYearBalance |
| Contributions | 6925378 | Contributions |
| Investment Earnings Or Losses | 48166906 | InvestmentEarningsOrLosses |
| Administrative Expenses | 10520136 | AdministrativeExpenses |
| End Of Year Balance | 450987974 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 541225119 | BeginningOfYearBalance |
| Contributions | 7730473 | Contributions |
| Investment Earnings Or Losses | -124931042 | InvestmentEarningsOrLosses |
| Administrative Expenses | 17608724 | AdministrativeExpenses |
| End Of Year Balance | 406415826 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.06324 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.61060 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.32615 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22629915 | OtherCostOrOtherBasis |
| Book Value | 22629915 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7857931 | OtherCostOrOtherBasis |
| Depreciation | 1559132 | Depreciation |
| Book Value | 6298799 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 725296 | OtherCostOrOtherBasis |
| Depreciation | 651799 | Depreciation |
| Book Value | 73497 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 29002211 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 1869594 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH & SHORT-TERM INVESTMENTS | 1345395 | F |
| MARKETABLE ALTERNATIVES | 224009515 | F |
| NON-MARKETABLE ALTERNATIVES | 69525149 | F |
| SPLIT INTEREST INVESTMENTS | 20305044 | F |
| COMMINGLED FIXED INCOME | 19975065 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 337029762 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR OTHERS | $3,816,288 |
| OBLIGATIONS RELATED TO DEFERRED GIFTS | $11,012,617 |
| DERIVATIVE FINANCIAL INSTRUMENTS | $2,692,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 17521740 | TotalOfAmounts |
| Total Revenue | 56104184 | TotalRevenue |
| Total Expenses | 43404514 | TotalExpenses |
| Excess Or Deficit For Year | 12699670 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -18418464 | NetUnrealizedGLOnInvestments |
| Other | -$1,126,791 | OtherAmount |
| Total Adjustments | -19545255 | TotalAdjustments |
| Excess Or Deficit Per FS | -6845585 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 38734610 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -18418464 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 791568 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 221016 | OtherRevenues |
| Revenue Not Rptd F990 | -17405880 | RevenueNotRptdF990 |
| Revenue Subtotal | 56140490 | RevenueSubtotal |
| Investment Expenses Not Included | 342705 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -379011 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -36306 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 56104184 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 45580195 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 791568 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 1726818 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2518386 | ExpensesNotRptdF990 |
| Expenses Subtotal | 43061809 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 342705 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 342705 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 43404514 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| PART III, LINE 4 | 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. | ORGANIZATION'S ART COLLECTIONS |
| 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. | |
| PART X, LINE 2 | THE FOUNDATION IS NONPROFIT ORGANIZATION EXEMPT FROM TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS NOT A PRIVATE FOUNDATION UNDER 509(A) OF THE IRC. CONTRIBUTIONS MADE TO THE FOUNDATION ARE DEDUCTIBLE BY THE DONORS. 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 2012. | FIN 48 (ASC 740) DISCLOSURE |
| PART XI, LINE 8 | CHANGE IN VALUE OF ANNUITIES 106,434 CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 108,180 CHANGE IN FAIR VALUE OF DERIVATIVES (1,219,566) COSTA RICAN ENTITY NET LOSS (121,839) ----------- TOTAL (1,126,791) | OTHER |
| PART XII, LINE 2D AND 4B | LINE 2D COSTA RICAN ENTITY INCOME 1,225,968 CHANGE IN FAIR VALUE OF ANNUITIES 106,434 CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 108,180 CHANGE IN FAIR VALUE OF DERIVATIVES (1,219,566) ----------- TOTAL 221,016 LINE 4B FUNDRAISING EXPENSES RECLASS 379,011 ----------- TOTAL 379,011 | OTHER RECONCILING ITEMS |
| PART XIII, LINE 2D & 4B | LINE 2D COSTA RICAN ENTITY EXPENSES 1,347,807 FUNDRAISING EXPENSES RECLASS 379,011 ----------- TOTAL 1,726,818 | OTHER RECONCILING ITEMS |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 32 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | SUPPORT ACADEMIC PRGMS | SpecificServicesProvided |
| Total Expenditures | 637074 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 32 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 32 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 637074 | SubtotalAmountSpent |
| Total Amount Spent | 637074 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Cent. America/Caribbean | Region |
| Purpose Of Grant | SEE PART V | PurposeOfGrant |
| Amount Of Cash Grant | 90000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE TRANSFE | MannerOfCashDisbursement |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MONITORING THE USE OF GRANT FUNDS | 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. |
| PURPOSE OF GRANT | PART II, LINE 1, COLUMN D | TO SUPPORT STUDY ABROAD FACILITIES OF WHOLLY OWNED COSTA RICAN CORPORATION. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 508272 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 290940 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 217332 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 192088 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BALL | NameOfEvent2 |
| Gross Receipts Event2 | 274436 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 207933 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 66503 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 93108 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 14 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 324551 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 157776 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 166775 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 4589 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 89226 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1107259 | GrossReceiptsTotal |
| Charitable Contributions Total | 656649 | CharitableContributionsTotal |
| Gross Revenue Total Events | 450610 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 4589 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 374422 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 379011 | DirectExpenseSummaryEvents |
| Net Income Summary | 71599 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF GEORGIA | ||||||||||
| BROAD STREET | ATHENS | GA | 30602 | 586001998 | GOV'T | 25708919 | 0 | N/A | N/A | SCHOLARSHIPS AND OTHER SUPPORT |
| NATIONAL MERIT SCHOLARSHIP | ||||||||||
| PO BOX 99389 | CHICAGO | IL | 60693 | 362307745 | 501(C)(3) | 74000 | 0 | N/A | N/A | SCHOLARSHIPS |
| UGA ATHLETIC ASSOCIATION | ||||||||||
| 1 SELIG CIRCLE BUTTS MEHRE BUILDIN | ATHENS | GA | 30602 | 580652581 | 501(C)(3) | 804006 | 0 | N/A | N/A | SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | FORM 990, SCHEDULE I, PART I, QUESTION 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael F Adams | |||||||||||||
| 0 | 462853 | 0 | 0 | 0 | 0 | 0 | 238837 | 0 | 9871 | 0 | 711561 | 0 | 0 |
| Cynthia G Coyle | |||||||||||||
| 0 | 208670 | 0 | 0 | 0 | 0 | 0 | 22223 | 0 | 6136 | 0 | 237029 | 0 | 0 |
| Tom S Landrum | |||||||||||||
| 0 | 272202 | 0 | 0 | 0 | 0 | 0 | 54278 | 0 | 19741 | 0 | 346221 | 0 | 0 |
| Scott A Shamp Jr | |||||||||||||
| 0 | 131201 | 0 | 0 | 0 | 0 | 0 | 15428 | 0 | 14713 | 0 | 161342 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 | MICHAEL F. ADAMS RECEIVED $200,000 FROM A SUPPLEMENTAL NON QUALIFIED RETIREMENT PLAN, PAID BY THE UNIVERSITY OF GEORGIA, A RELATED ORGANIZATION. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DARREN W DEVORE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE | Relationship |
| Amount Of Transaction | 0 | AmountOfTransaction |
| Description Of Transaction | SEE PART V | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART IV | Identifier |
| Return Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | ReturnReference |
| Explanation | The University of Georgia Foundation holds an investment of $13,816,714 as of June 30, 2012 in the Artisan Small Cap Value Fund. Mr. DeVore was a partner in Artisan Partners Limited Partnership, the advisor for the fund. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 98 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9093027 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 228533 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | HORSES | Description |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 334318 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| 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 (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | SIGNIFICANT CHANGES MADE TO GOVERNING DOCUMENTS | The bylaws were amended to reflect a board resolution to merge the Arch Foundation for the University of Georgia, Inc. with the University of Georgia Foundation. Upon the consummation of the merger on July 1, 2011, the Arch Foundation ceased to exist. The University of Georgia Foundation continues as the surviving corporation. The Foundation is responsible for all debts, liabilities, and duties of Arch. All gifts, bequests, devises, pledges, and other contributions and subscriptions to Arch that remained after the effective date of the merger inure to the Foundation. |
| 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 AVAILALE UPON REQUEST | Organization documents are available on the website and upon request. |
| FORM 990, PART XI, LINE 5 | OTHER CHANGES IN NET ASSETS | Unrealized Losses (18,418,464) Change in Value of Annuities 106,434 Change in Cash Surrender Value of life insurance 108,180 Change in Fair Value of Derivatives (1,219,566) Costa Rican Entity Net (Income)/loss (121,839) Net Assets of Arch Foundation 126,875,799 Net Assets of Subsidiary 1,991,433 ------------ Total 109,321,977 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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) | 509(A)(1) | |
| UGA RESEARCH FOUNDATION | |||||||||||
| 200 DW BROOKS DRIVE | ATHENS | GA | 30602 | 581353149 | SUPPORT UGA | GA | false | 501(C)(3) | 509(A)(1) | N/A | |
| UGA REAL ESTATE FOUNDATION | |||||||||||
| 229 COLLEGE AVE SUITE 200 | ATHENS | GA | 30601 | 582491922 | SUPPORT UGA | GA | UGA RESEARCH | false | 501(C)(3) | 509(A)(3) | |
| THE UNIVERSITY SYSTEM OF GEORGIA FND | |||||||||||
| 270 WASHINGTON STREET | ATLANTA | GA | 30334 | 586333106 | SUPPORT | GA | false | 501(C)(3) | 509(A)(1) | N/A | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UGA ECOLODGE AND RESEARCH STATION SA | BusinessNameLine1 |
Address Foreign AddressForeign
| 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 Activity | SEE PART VII | PrimaryActivity |
| Legal Domicile Foreign Country | CS | LegalDomicileForeignCountry |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UGA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Share Of Total Income | -121839 | ShareOfTotalIncome |
| Share Of EOY Assets | 2187098 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| 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 |
| 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 | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY OF GEORGIA | ||
| B | 25708919 | CASH |
| UGA ATHLETIC ASSOCIATION | ||
| B | 804006 | CASH |
| UNIVERSITY OF GEORGIA | ||
| I | 670287 | CASH |
| UGA RESEARCH FOUNDATION | ||
| Q | 861685 | CASH |
| UNIVERSITY OF GEORGIA | ||
| Q | 427774 | CASH |
| UGA ATHLETIC ASSOCIATION | ||
| Q | 1334545 | CASH |
| UGA ECOLODGE & RESEARCH STATION SA | ||
| B | 90000 | CASH |
| UNIVERSITY OF GEORGIA | ||
| P | 150000 | CASH |
| UGA ATHLETIC ASSOCIATION | ||
| P | 200000 | CASH |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, LINE 1 | Identifier |
| Return Reference | PRIMARY ACTIVITY | ReturnReference |
| Explanation | MANAGE COSTA RICA STUDY ABROAD PROGRAM & SUPPORT RESEARCH. | Explanation |