UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC (EIN 58-1353149)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201223209349301367
- Schema version
- 2011v1.2
- 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 I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T07:51:31-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560574444 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT & HOLLAND LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1029 GREENE STREET | AddressLine1 |
| City | AUGUSTA | City |
| State | GA | State |
| ZIP Code | 30901 | 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 | 581353149 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF GEORGIA RESEARCH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 7065426860 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 BUSINESS SERVICES 456 EAST | AddressLine1 |
| Address Line2 | BROAD ST | AddressLine2 |
| City | ATHENS | City |
| State | GA | State |
| ZIP Code | 30602 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY P BURGESS | Name |
| Title | FINANCIAL VP AND TREASURER | Title |
| Phone | 7065411361 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH MORRISON | Name |
| PTIN | P00231389 | PTIN |
| Phone | 7067243557 | Phone |
| Date Prepared | 2012-11-07 | DatePrepared |
| 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 | TIMOTHY P BURGESS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ADMININISTRATION BUILDING | AddressLine1 |
| City | ATHENS | City |
| State | GA | State |
| ZIP Code | 30602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 171641525 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OVPR.UGA.EDU/UGARF/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION OBTAINS GOVERNMENT AND PRIVATE RESEARCH GRANTS ON BEHALF OF THE UNIVERSITY OF GEORGIA. GRANTS ARE AWARDED TO FACULTY RESEARCHERS AT THE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 152302097 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 150752047 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1615636 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1015993 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8210722 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8229785 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 162128455 | TotalRevenuePriorYear |
| Total Revenue Current Year | 159997825 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 148429445 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 146975310 | 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 | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13836339 | OtherExpensePriorYear |
| Other Expenses Current Year | 14019389 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 162265784 | TotalExpensesPriorYear |
| Total Expenses Current Year | 160994699 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -137329 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -996874 | RevenuesLessExpensesCY |
| Total Assets BOY | 94888276 | TotalAssetsBOY |
| Total Assets EOY | 86709666 | TotalAssetsEOY |
| Total Liabilities BOY | 51482442 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 45196234 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43405834 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41513432 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE RESEARCH FOUNDATION IS ORGANIZED TO FULFILL BROAD SCIENTIFIC, LITERARY, EDUCATIONAL, AND CHARITABLE PURPOSES AND OPERATES TO ENHANCE THE MISSION OF THE UNIVERSITY OF GEORGIA OF TEACHING, RESEARCH, AND PUBLIC SERVICE.THE RESEARCH FOUNDATION CONTRIBUTES TO THE RESEARCH FUNCTION OF THE UNIVERSITY BY SECURING RESEARCH CONTRACTS, GRANTS, AND AWARDS FROM INDIVIDUALS, INSTITUTIONS, PRIVATE ORGANIZATIONS, AND GOVERNMENT AGENCIES FOR THE PERFORMANCE OF SPONSORED RESEARCH IN THE VARIOUS UNIVERSITY COLLEGES, SCHOOLS, DEPARTMENTS, AND OTHER UNITS.IN THE INTELLECTUAL PROPERTY ADMINISTRATION AGREEMENT, THE BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA AUTHORIZED THE RESEARCH FOUNDATION TO SERVE AS THE OFFICIAL RECIPIENT OF ALL RESEARCH CONTRACTS, GRANTS, AND AWARDS FOR THE CONDUCT OF SPONSORED RESEARCH AT THE UNIVERSITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12737864 | Expense |
| Grants | 7513547 | Grants |
| Description | PROGRAM SERVICES RELATED TO RESEARCH PROJECTS FUNDED BY GRANTS AND ROYALTIES FROM PATENTS DEVELOPED | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 146975310 | Expense |
| Grants | 150752047 | Grants |
| Description | RESEARCH SUBCONTRACTS - UGA | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 159713174 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 160 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLEY W SCHRAMSKI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7065426860 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 E BROAD STREET | AddressLine1 |
| City | ATHENS | City |
| State | GA | State |
| ZIP Code | 30602 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MICHAEL F ADAMS | ||||||
| DIRECTOR/OFFICER | 5.00 | X | X | 0 | 462853 | 248708 |
| DAVID C LEE | ||||||
| DIRECTOR/OFFICER | 1.00 | X | X | 0 | 262757 | 36241 |
| JERE W MOREHEAD | ||||||
| DIRECTOR/OFFICER | 1.00 | X | X | 0 | 346487 | 71382 |
| TIMOTHY P BURGESS | ||||||
| DIRECTOR/OFFICER | 1.00 | X | X | 0 | 277869 | 72142 |
| JOSEF M BRODER | ||||||
| DIRECTOR | 1.00 | X | 0 | 185533 | 33366 | |
| ALAN DARVILL | ||||||
| DIRECTOR | 1.00 | X | 0 | 246015 | 33081 | |
| F ABIT MASSEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREGORY H ROBINSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 237841 | 35201 | |
| JANE S WILLSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CADER COX | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| N KIRBY ALTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BENJAMIN M BRAINARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 89919 | 14261 | |
| ADRIAN BENEDICT BURD | ||||||
| DIRECTOR | 1.00 | X | 0 | 92131 | 13272 | |
| R EDWARD PERKINS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THIAB R TAHA | ||||||
| DIRECTOR | 1.00 | X | 0 | 121217 | 25672 | |
| SOHAIL MALIK | ||||||
| OFFICER | 1.00 | X | 0 | 195217 | 26950 | |
| JESSICA ORBOCK | ||||||
| OFFICER | 1.00 | X | 0 | 143608 | 13930 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2661447 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 624206 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MUETING RAASCH & GEBHARDT PA | |||||
| 1111 THIRD AVE S SUITE 350 | MINNEAPOLIS | MN | 55401 | LEGAL FEES | 715346 |
| FENWICK & WEST LLC | |||||
| PO BOX 60000 | SAN FRANCISCO | CA | 941603281 | LEGAL FEES | 403738 |
| THOMAS KAYDEN HORSTEMEYER & RISLEY LP | |||||
| 600 GALLERIA PARKWAY SE SUITE 1500 | ATLANTA | GA | 303395994 | LEGAL FEES | 303260 |
| KING & SPALDING | |||||
| PO BOX 116133 | ATLANTA | GA | 303686133 | LEGAL FEES | 293399 |
| COLEMAN SUDOL SAPONE PC | |||||
| 714 COLORADO AVE | BRIDGEPORT | CT | 066051601 | LEGAL FEES | 246836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Government Grants | 150752047 | GovernmentGrants |
| Total Contributions | 150752047 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 825661 | TotalRevenueColumn |
| Exclusion | $825,661 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7513547 | TotalRevenueColumn |
| Exclusion | $7,513,547 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 75300 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 75300 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75300 | TotalRevenueColumn |
| Exclusion | $75,300 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11834032 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11643700 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 190332 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 190332 | TotalRevenueColumn |
| Exclusion | $190,332 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| BIOBUSINESS CENTER | 900099 | 446190 | 446190 |
| CHU ANTI-VIRAL RSCH FU | 900099 | 425000 | 425000 |
| MISCELLANEOUS REVENUE | 611710 | 30878 | 30878 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -261130 | TotalRevenueColumn |
| Related Or Exempt Function Income | -261130 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 640938 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 159997825 | TotalRevenueColumn |
| Related Or Exempt Function Income | 640938 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $8,604,840 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146975310 | Total |
| Program Services | 146975310 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2116 | Total |
| Management And General | 2116 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66689 | Total |
| Management And General | 66689 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74347 | Total |
| Management And General | 74347 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5268732 | Total |
| Program Services | 5268732 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63213 | Total |
| Management And General | 63213 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27761 | Total |
| Management And General | 27761 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22866 | Total |
| Management And General | 22866 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52636 | Total |
| Management And General | 52636 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96539 | Total |
| Management And General | 96539 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RESEARCH PROGRAM ENHANC | 5523051 | 5523051 | |
| LICENSES, PATENTS, & CO | 1946081 | 1946081 | |
| UGA ADMINISTRATIVE FEE | 817000 | 817000 | |
| MISCELLANEOUS EXPENSE | 58358 | 58358 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160994699 | Total |
| Program Services | 159713174 | ProgramServices |
| Management And General | 1281525 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7303325 | BOY |
| EOY | 6997152 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1812392 | BOY |
| EOY | 691775 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4516 | BOY |
| EOY | 4702 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1644151 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 992167 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 706130 | BOY |
| EOY | 651984 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42025432 | BOY |
| EOY | 41399774 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42114813 | BOY |
| EOY | 36158407 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 921668 | BOY |
| EOY | 805872 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94888276 | BOY |
| EOY | 86709666 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32011869 | BOY |
| EOY | 29469604 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6275 | BOY |
| EOY | 6275 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19464298 | BOY |
| EOY | 15720355 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51482442 | BOY |
| EOY | 45196234 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43405834 | BOY |
| EOY | 41513432 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43405834 | BOY |
| EOY | 41513432 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94888276 | BOY |
| EOY | 86709666 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -996874 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -895528 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 115294840 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 124577255 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 130625369 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 152302097 | CurrentTaxYearMinus1Year |
| Current Tax Year | 150752047 | CurrentTaxYear |
| Total | 673551608 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 115294840 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 124577255 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 130625369 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 152302097 | CurrentTaxYearMinus1Year |
| Current Tax Year | 150752047 | CurrentTaxYear |
| Total | 673551608 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 673551608 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26478383 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34911951 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11286885 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7933505 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8463157 | CurrentTaxYear |
| Total | 89073881 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 348710 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1119089 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1571635 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1269143 | CurrentTaxYearMinus1Year |
| Current Tax Year | 763662 | CurrentTaxYear |
| Total | 5072239 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 767697728 | TotalSupport |
| Public Support Pertcentage170 | 0.87740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.86080 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 272750 | OtherCostOrOtherBasis |
| Book Value | 272750 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1351557 | OtherCostOrOtherBasis |
| Depreciation | 987340 | Depreciation |
| Book Value | 364217 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19844 | OtherCostOrOtherBasis |
| Depreciation | 4827 | Depreciation |
| Book Value | 15017 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 651984 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| GRANTS, CONTRACTS AND ROYALTIES RECEIVABLE | 20438052 | C |
| FUNDS DEPOSITED WITH THE UNIVERSITY OF GEORGIA | 15720355 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 36158407 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADVANCED PAYMENTS ON CONTRACTS | Description |
| Amount | $15,720,355 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 15720355 | TotalOfAmounts |
| Total Revenue | 159997825 | TotalRevenue |
| Total Expenses | 160994699 | TotalExpenses |
| Excess Or Deficit For Year | -996874 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1066897 | NetUnrealizedGLOnInvestments |
| Other | $171,369 | OtherAmount |
| Total Adjustments | -895528 | TotalAdjustments |
| Excess Or Deficit Per FS | -1892402 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 159102297 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -1066897 | OtherRevenues |
| Revenue Not Rptd F990 | -1066897 | RevenueNotRptdF990 |
| Revenue Subtotal | 160169194 | RevenueSubtotal |
| Other Revenues Not Included | -171369 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -171369 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 159997825 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 160994699 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 160994699 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 160994699 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | DURING THE YEAR ENDED JUNE 30, 2012, THE RESEARCH FOUNDATION ADOPTED THE PROVISIONS OF SGAS NO. 62, CODIFICATION OF ACCOUNTING AND FINANCIAL REPORTING GUIDANCE CONTAINED IN PRE-NOVEMBER 30, 1989 FASB AND AICPA PRONOUNCEMENTS, WHICH INCORPORATES INTO THE GASB'S AUTHORITATIVE LITERATURE CERTAIN ACCOUNTING AND FINANCIAL REPORTING GUIDANCE THAT IS INCLUDED IN THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") STATEMENTS AND INTERPRETATIONS, ACCOUNTING PRINCIPLES BOARD OPINIONS AND ACCOUNTING RESEARCH BULLETINS OF THE AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS' ("AICPA") COMMITTEE ON ACCOUNTING PROCEDURES; THE PROVISIONS OF SGAS 62 ADDITIONALLY ELIMINATES THE ELECTION PROVIDED IN SGAS NO. 20, ACCOUNTING AND FINANCIAL REPORTING FOR PROPRIETARY FUNDS AND OTHER GOVERNMENTAL ENTITIES THAT USE PROPRIETARY FUND ACCOUNTING TO APPLY POST-NOVEMBER 30, 1989 FASB STATEMENTS AND INTERPRETATIONS THAT DO NOT CONFLICT WITH OR CONTRADICT GASB PRONOUNCEMENTS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | LOSS FROM VARIOUS INVESTING ACTIVITIES 171,369. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NET UNREALIZED LOSS ON INVESTMENT -1,066,897. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LOSS FROM VARIOUS INVESTING ACTIVITIES -171,369. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConducted |
| Total Expenditures | 5626000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 5626000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 5626000 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PASSIVE FOREIGN INVESTMENT COMPANIES | PART IV LINE 4 | THE ORGANIZATION IS AN INVESTOR IN ONE OR MORE "PASSIVE FOREIGN INVESTMENT COMPANIES" ("PFICS"). THE ORGANIZATION DID NOT RECEIVE ANY TAXABLE DISTRIBUTIONS FROM ANY OF THE PFICS DURING FISCAL YEAR 2011. FORM 8621 IS NOT BEING FILED PURSUANT TO IRS GUIDANCE SET FORTH IN REG. SEC. 1.1291-1(E)." |
| CASH TRANSFER | PART IV LINE 1 | THE ORGANIZATION WAS A TRANSFEROR OF CASH IN THE AMOUNT OF $1,850,455 TO DIFFERENT FOREIGN CORPORATIONS (INVESTMENTS) DURING THE FISCAL YEAR AND COMPLETED THE FORMS 926. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF GEORGIA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BROAD STREET | AddressLine1 |
| City | ATHENS | City |
| State | GA | State |
| ZIP Code | 30602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 586001998 | EINOfRecipient |
| IRC Section | 115(1) | IRCSection |
| Amount Of Cash Grant | 146975310 | AmountOfCashGrant |
| Method Of Valuation | BOOK | MethodOfValuation |
| Purpose Of Grant | FUNDS ARE PAID TO THE UNIVERSITY OF GEORGIA FOR EDUCATIONAL AND RESERACH PURPOSES AND ACADEMIC SUPPORT. | 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 IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION HAS DESIGNED AND IMPLEMENTED INTERNAL CONTROLS OVER COMPLIANCE WITH GRANT REQUIREMENTS. THE ORGANIZATION IS ALSO SUBJECT TO AN ANNUAL OMB CIRCULAR A-133 AUDIT, WHICH TESTS THE ORGANIZATION'S INTERNAL CONTROLS OVER COMPLIANCE FOR FEDERAL GRANT COMPLIANCE REQUIREMENTS. |
| ALL GRANTS RECEIVED BY UNIVERSITY OF GEORGIA RESEARCH FOUNDATION ARE SUBCONTRACTED TO THE UNIVERSITY OF GEORGIA. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 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 | 238838 | 0 | 9870 | 0 | 711561 | 0 | 0 |
| DAVID C LEE | |||||||||||||
| 0 | 262757 | 0 | 0 | 0 | 0 | 0 | 22638 | 0 | 13603 | 0 | 298998 | 0 | 0 |
| JERE W MOREHEAD | |||||||||||||
| 0 | 346487 | 0 | 0 | 0 | 0 | 0 | 61908 | 0 | 9474 | 0 | 417869 | 0 | 0 |
| TIMOTHY P BURGESS | |||||||||||||
| 0 | 277869 | 0 | 0 | 0 | 0 | 0 | 55399 | 0 | 16743 | 0 | 350011 | 0 | 0 |
| JOSEF M BRODER | |||||||||||||
| 0 | 185533 | 0 | 0 | 0 | 0 | 0 | 19763 | 0 | 13603 | 0 | 218899 | 0 | 0 |
| ALAN DARVILL | |||||||||||||
| 0 | 246015 | 0 | 0 | 0 | 0 | 0 | 23210 | 0 | 9871 | 0 | 279096 | 0 | 0 |
| GREGORY H ROBINSON | |||||||||||||
| 0 | 237841 | 0 | 0 | 0 | 0 | 0 | 25065 | 0 | 10136 | 0 | 273042 | 0 | 0 |
| SOHAIL MALIK | |||||||||||||
| 0 | 195217 | 0 | 0 | 0 | 0 | 0 | 18480 | 0 | 8470 | 0 | 222167 | 0 | 0 |
| JESSICA ORBOCK | |||||||||||||
| 0 | 143608 | 0 | 0 | 0 | 0 | 0 | 13860 | 0 | 70 | 0 | 157538 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | CHARTER TRAVEL HAS OCCASIONALLY BEEN PROVIDED IN LIMITED CIRCUMSTANCES BUT NO SUCH TRAVEL EXPENSE WAS INCURRED IN THE CURRENT FISCAL YEAR. | |
| PART III | UNIVERSITY OF GEORGIA RESEARCH FOUNDATION (UGARF) HAS NO EMPLOYEES. OFFICERS OF UGARF ARE EMPLOYED BY THE UNIVERSITY OF GEORGIA AND ARE COMPENSATED FOR THE ROLE PERFORMED FOR THE UNIVERSITY OF GEORGIA. OFFICERS OF UGARF ARE ALSO OFFICERS OF UGA, WHICH IS A SUBCONTRACTOR ON ALL SPONSORED RESEARCH RECEIVED BY UGARF. | SUPPLEMENTAL INFORMATION |
| PART III | SCHEDULE J, PART 1, LINE 4B THE COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN C INCLUDES DEFERRED COMPENSATION OF $200,000 PAID BY THE UNIVERSTIY OF GEORGIA AS PART OF A 457(F) DEFERRED COMPENSATION PLAN. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | UNIVERSITY OF GEORGIA RESEARCH FOUNDATION'S PRESIDENT, VICE CHAIR, EXECUTIVE VICE PRESIDENT AND FINANCIAL VICE PRESIDENT (ALL VOTING MEMBERS) ARE ELECTED OR APPOINTED AS EX-OFFICIO, MEMBERS BY VIRTUE OF THEIR UNIVERSITY OF GEORGIA POSITION. THREE VOTING MEMBERS ARE APPOINTED OR ELECTED BY ALUMNI ASSOCIATION. THREE VOTING MEMBERS ARE APPOINTED OR ELECTED BY UNIVERSITY COUNCIL. ONE VOTING MEMBER IS APPOINTED OR ELECTED BY THE UNIVERSITY OF GEORGIA FOUNDATION. FOUR VOTING MEMBERS ARE ELECTED BY VOTE OF THE UNIVERSITY OF GEORGIA RESEARCH FOUNDATION. TWO VOTING MEMBERS ARE ELECTED BY THE ARCH FOUNDATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PROVIDED ELECTRONICALLY TO BOARD MEMBERS PRIOR TO THE FILING DEADLINE WITH SUFFICIENT LEAD-TIME TO ALLOW FOR REVIEW BY BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS OF UGA RESEARCH FOUNDATION, INC. ARE GIVEN A FORM TO COMPLETE EACH YEAR REQUESTING DISCLOSURE OF ALL RELATED ENTITIES AND TRANSACTIONS. ANY CONFLICTS NOTED ARE DISCUSSED AND APPROPRIATE ACTION TAKEN, IF DEEMED NECESSARY. | |
| FORM 990, PART VI, SECTION C, LINE 18 | UGA RESEARCH FOUNDATION'S WEB SITE ADVISES INTERESTED PARTIES THAT FORM 1023, 990 AND 990-T ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UGA RESEARCH FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,066,897. LOSS FROM VARIOUS INVESTING ACTIVITIES 171,369. TOTAL TO FORM 990, PART XI, LINE 5: -895,528. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT PROCESS AND THE SELECTION OF INDEPENDENT AUDITORS. | AUDIT COMMITTEE |
| FORM 990, PART V, 7G, 7H | THE ORGANIZATION DID NOT RECEIVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY AND WAS THEREFORE NOT REQUIRED TO FILE FORM 8899. LIKEWISE, THERE WERE NO CONTRIBUTIONS OF CARS, BOATS, AIRPLANES, OR OTHER VEHICLES, AND FORM 1098-C WAS NOT REQUIRED. | CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY |
| FORM 990, PART V, 1C | THE ORGANIZATION DID NOT HAVE ANY REPORTABLE GAMING (GAMBLING) WINNINGS TO PRIZE WINNERS AND THEREFORE THE BACKUP WITHHOLDING RULES DID NOT APPLY. | GAMING (GAMBLING) WINNINGS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UGARF MEDIA HOLDINGSLLC (UMH) | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 BUSINESS SERVICES 456 EAST BROA | AddressLine1 |
| City | ATHENS | City |
| State | GA | State |
| ZIP Code | 30602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263524744 | EIN |
| Primary Activities | NO CURRENT ACTIVITY | PrimaryActivities |
| Legal Domicile State | GA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF GEORGIA RESEARCH FOUNDATION | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UGA REAL ESTATE FOUNDATION INC | |||||||||||
| 1280 SOUTH LUMPKIN STREET | ATHENS | GA | 30602 | 582491922 | REAL ESTATE DEVELOPMENT | GA | 501(C)(3) | LINE 11, TYPE 1 | UNIVERSITY OF GEORGIA RESEARCH FOUNDATION | 1 | |
| THE UNIVERSITY OF GEORGIA (UGA) | |||||||||||
| 456 E BROAD STREET | ATHENS | GA | 30602 | 586001998 | STATE UNIVERSITY - EDUCATION AND RESEARCH | GA | 115(1) | 0 | N/A | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY OF GEORGIA | ||
| B | 146975310 | PER FINANCIAL STATEMENT |
| UNIVERSITY OF GEORGIA | ||
| I | 75300 | PER FINANCIAL STATEMENT |
| UNIVERSITY OF GEORGIA (L M N) | ||
| L | 817000 | PER FINANCIAL STATEMENT |
| UNIVERSITY OF GEORGIA | ||
| O | 5268732 | PER FINANCIAL STATEMENT |