UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC (EIN 58-1353149)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-15
- IRS object ID
- 201103199349305980
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T13:18:37-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-07-01 | 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 | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH MORRISON | Name |
| Phone | 7067243557 | Phone |
| Date Prepared | 2011-11-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 184360648 | 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 | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 575084 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -773762 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 130625369 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 152302097 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3925180 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1615636 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8319490 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8210722 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 142870039 | TotalRevenuePriorYear |
| Total Revenue Current Year | 162128455 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 127350423 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 148429445 | 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 | 21119759 | OtherExpensePriorYear |
| Other Expenses Current Year | 13836339 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 148470182 | TotalExpensesPriorYear |
| Total Expenses Current Year | 162265784 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5600143 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -137329 | RevenuesLessExpensesCY |
| Total Assets BOY | 93017568 | TotalAssetsBOY |
| Total Assets EOY | 94888276 | TotalAssetsEOY |
| Total Liabilities BOY | 49662214 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 51482442 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43355354 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 43405834 | 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 | 11801402 | Expense |
| Grants | 7380893 | 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 | 148429445 | Expense |
| Grants | 152117565 | Grants |
| Description | RESEARCH SUBCONTRACTS - UGA | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 160230847 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 | 0 | 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 | 164 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | CJ | 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 (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| MICHAEL F ADAMS | |||||||
| PRESIDENT & CHAIRMAN | 5.00 | X | X | 0 | 460401 | 197841 | |
| DAVID C LEE | |||||||
| EXECUTIVE VICE PRESIDENT | 1.00 | X | X | 0 | 260259 | 35045 | |
| JERE W MOREHEAD | |||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 337582 | 67617 | |
| TIMOTHY P BURGESS | |||||||
| FINANCIAL VP & TREASURER | 1.00 | X | X | 0 | 280325 | 67353 | |
| IRWIN BERSTEIN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 98470 | 19811 | ||
| JOSEF M BRODER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 180533 | 31651 | ||
| ALAN DARVILL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 243551 | 32214 | ||
| F ABIT MASSEY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| GREGORY H ROBINSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 240042 | 34184 | ||
| JANE S WILLSON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| CADER COX | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| EARNEST C CLARK | |||||||
| UMH MANAGER | 1.00 | X | 0 | 228510 | 25502 | ||
| THOMAS H JACKSON | |||||||
| UMH MANAGER | 1.00 | X | 0 | 181790 | 27799 | ||
| THOMAS S LANDRUM | |||||||
| UMH MANAGER | 1.00 | X | 0 | 270852 | 70861 | ||
| N KIRBY ALTON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH ST PIERRE | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 90219 | 13450 | ||
| BENJAMIN M BRAINARD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 87015 | 13398 | ||
| SOHAIL MALIK | |||||||
| CHIEF LICENSING OFFICER | 1.00 | X | 0 | 193294 | 26208 | ||
| JESSICA ORBOCK | |||||||
| SECRETARY | 1.00 | X | 0 | 158075 | 13930 | ||
| WYATT ANDERSON | |||||||
| FORMER BOARD MEMBER | 0 | 164985 | 14035 | X | |||
| SVEIN OIE | |||||||
| FORMER BOARD MEMBER | 0 | 216129 | 29682 | X | |||
| JAMES PRESTEGARD | |||||||
| FORMER BOARD MEMBER | 0 | 236862 | 31605 | X | |||
| KATHARINA WILSON | |||||||
| FORMER BOARD MEMBER | 0 | 83181 | 18246 | X | |||
| ARNETT C MACE JR | |||||||
| FORMER BOARD MEMBER | 0 | 155399 | 0 | X | |||
| ANTHONY CAPOMACCHIA | |||||||
| FORMER BOARD MEMBER | 0 | 90577 | 21973 | X | |||
| HENRY M HUCKABY | |||||||
| FORMER BOARD MEMBER | 0 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4258051 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 792405 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 1 | 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 | 738038 |
| FENWICK & WEST LLC | |||||
| PO BOX 60000 | SAN FRANCISCO | CA | 941603281 | LEGAL FEES | 655448 |
| DARBY & DARBY | |||||
| 7 WORLD TRADE CENTER | NEW YORK | NY | 100070042 | LEGAL FEES | 412680 |
| THOMAS KAYDEN HORSTEMEYER & RISLEY LP | |||||
| 600 GALLERIA PARKWAY SE SUITE 1500 | ATLANTA | GA | 303395994 | LEGAL FEES | 384111 |
| KING & SPALDING | |||||
| PO BOX 116133 | ATLANTA | GA | 303686133 | LEGAL FEES | 292244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| Related Organizations | 184532 | RelatedOrganizations |
| Government Grants | 152117565 | GovernmentGrants |
| Total Contributions | 152302097 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 991926 | TotalRevenueColumn |
| Exclusion | $991,926 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6866279 | TotalRevenueColumn |
| Exclusion | $6,866,279 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 75300 | 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 | 22855903 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22232193 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 623710 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 623710 | TotalRevenueColumn |
| Exclusion | $623,710 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| ADVERTISING INCOME | 515100 | 575084 | 575084 | |
| BIOBUSINESS CENTER | 900099 | 445592 | 445592 | |
| CHU ANTI-VIRAL RSCH FU | 900099 | 200000 | 200000 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48467 | TotalRevenueColumn |
| Related Or Exempt Function Income | 48467 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1269143 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 162128455 | TotalRevenueColumn |
| Related Or Exempt Function Income | 694059 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 575084 | UnrelatedBusinessRevenue |
| Exclusion | $8,557,215 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148429445 | Total |
| Program Services | 148429445 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7651 | Total |
| Management And General | 7651 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65965 | Total |
| Management And General | 65965 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67472 | Total |
| Management And General | 67472 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4440389 | Total |
| Program Services | 4440389 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11340 | Total |
| Management And General | 11340 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33016 | Total |
| Management And General | 33016 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30204 | Total |
| Management And General | 30204 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212419 | Total |
| Management And General | 212419 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56657 | Total |
| Management And General | 56657 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RESEARCH PROGRAM ENHANC | 4093547 | 4093547 | |
| LICENSES, PATENTS, & CO | 3267466 | 3267466 | |
| UGARF MEDIA HOLDINGS, L | 1199950 | 1199950 | |
| MISCELLANEOUS EXPENSE | 350263 | 350263 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162265784 | Total |
| Program Services | 160230847 | ProgramServices |
| Management And General | 2034937 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11263174 | BOY |
| EOY | 7303325 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 734831 | BOY |
| EOY | 1812392 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4317 | BOY |
| EOY | 4516 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1648984 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 942854 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1744600 | BOY |
| EOY | 706130 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39141580 | BOY |
| EOY | 42025432 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38880803 | BOY |
| EOY | 42114813 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1248263 | BOY |
| EOY | 921668 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93017568 | BOY |
| EOY | 94888276 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31510589 | BOY |
| EOY | 32011869 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30857 | BOY |
| EOY | 6275 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18120768 | BOY |
| EOY | 19464298 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49662214 | BOY |
| EOY | 51482442 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43355354 | BOY |
| EOY | 43405834 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43355354 | BOY |
| EOY | 43405834 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93017568 | BOY |
| EOY | 94888276 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -137329 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 187808 | 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 Separate | X | FinancialStatementSeparate |
| 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 | 118557298 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 115294840 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 124577255 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 130625369 | CurrentTaxYearMinus1Year |
| Current Tax Year | 152302097 | CurrentTaxYear |
| Total | 641356859 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 118557298 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 115294840 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 124577255 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 130625369 | CurrentTaxYearMinus1Year |
| Current Tax Year | 152302097 | CurrentTaxYear |
| Total | 641356859 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 641356859 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18468223 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26478383 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34911951 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11286885 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7933505 | CurrentTaxYear |
| Total | 99078947 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 323603 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 348710 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1119089 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1571635 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1269143 | CurrentTaxYear |
| Total | 4632180 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 745067986 | TotalSupport |
| Public Support Pertcentage170 | 0.86080 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84570 | 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 | 936027 | Depreciation |
| Book Value | 415530 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24677 | OtherCostOrOtherBasis |
| Depreciation | 6827 | Depreciation |
| Book Value | 17850 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 706130 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| GRANTS, CONTRACTS AND ROYALTIES RECEIVABLE | 22650515 | C |
| FUNDS DEPOSITED WITH THE UNIVERSITY OF GEORGIA | 19464298 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 42114813 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADVANCED PAYMENTS ON CONTRACTS | Description |
| Amount | $19,464,298 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 19464298 | TotalOfAmounts |
| Total Revenue | 162128455 | TotalRevenue |
| Total Expenses | 162265784 | TotalExpenses |
| Excess Or Deficit For Year | -137329 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1449294 | NetUnrealizedGLOnInvestments |
| Other | -$1,261,486 | OtherAmount |
| Total Adjustments | 187808 | TotalAdjustments |
| Excess Or Deficit Per FS | 50479 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 163491029 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1449294 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1449294 | RevenueNotRptdF990 |
| Revenue Subtotal | 162041735 | RevenueSubtotal |
| Other Revenues Not Included | 86720 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 86720 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 162128455 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 163440550 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1174766 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1174766 | ExpensesNotRptdF990 |
| Expenses Subtotal | 162265784 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 162265784 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE RESEARCH FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(A) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. IN ADDITION, THE RESEARCH FOUNDATION IS NOT CLASSIFIED AS A PRIVATE FOUNDATION BASED ON A DETERMINATION RECEIVED FROM THE INTERNAL REVENUE SERVICE. THE RESEARCH FOUNDATION HAS EVALUATED THE EFFECT OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT THE RESEARCH FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT JUNE 30, 2011. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE RESEARCH FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2011. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | TRANSFER OF ASSETS TO UNIVERSITY OF GEORGIA -1,174,766. INCOME FROM VARIOUS INVESTING ACTIVITIES -86,720. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INCOME FROM VARIOUS INVESTING ACTIVITIES 86,720. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | TRANSFER OF ASSETS TO UNIVERSITY OF GEORGIA 1,174,766. |
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 | 148429445 | 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 |
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. |
| OTHER INFORMATION: | PART IV: | ALL GRANTS RECEIVED BY UNIVERSITY OF GEORGIA RESEARCH FOUNDATION ARE SUBCONTRACTED TO 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 | 0 | 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 (18 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 | 460401 | 0 | 0 | 0 | 0 | 0 | 188837 | 0 | 9004 | 0 | 658242 | 0 | 0 |
| DAVID C LEE | |||||||||||||
| 0 | 260259 | 0 | 0 | 0 | 0 | 0 | 22638 | 0 | 12407 | 0 | 295304 | 0 | 0 |
| JERE W MOREHEAD | |||||||||||||
| 0 | 337582 | 0 | 0 | 0 | 0 | 0 | 59329 | 0 | 8288 | 0 | 405199 | 0 | 0 |
| TIMOTHY P BURGESS | |||||||||||||
| 0 | 280325 | 0 | 0 | 0 | 0 | 0 | 52078 | 0 | 15275 | 0 | 347678 | 0 | 0 |
| JOSEF M BRODER | |||||||||||||
| 0 | 180533 | 0 | 0 | 0 | 0 | 0 | 19244 | 0 | 12407 | 0 | 212184 | 0 | 0 |
| ALAN DARVILL | |||||||||||||
| 0 | 243551 | 0 | 0 | 0 | 0 | 0 | 23210 | 0 | 9004 | 0 | 275765 | 0 | 0 |
| GREGORY H ROBINSON | |||||||||||||
| 0 | 240042 | 0 | 0 | 0 | 0 | 0 | 24938 | 0 | 9246 | 0 | 274226 | 0 | 0 |
| EARNEST C CLARK | |||||||||||||
| 0 | 228510 | 0 | 0 | 0 | 0 | 0 | 21178 | 0 | 4324 | 0 | 254012 | 0 | 0 |
| THOMAS H JACKSON | |||||||||||||
| 0 | 181790 | 0 | 0 | 0 | 0 | 0 | 18795 | 0 | 9004 | 0 | 209589 | 0 | 0 |
| THOMAS S LANDRUM | |||||||||||||
| 0 | 270852 | 0 | 0 | 0 | 0 | 0 | 52853 | 0 | 18008 | 0 | 341713 | 0 | 0 |
| SOHAIL MALIK | |||||||||||||
| 0 | 193294 | 0 | 0 | 0 | 0 | 0 | 18480 | 0 | 7728 | 0 | 219502 | 0 | 0 |
| JESSICA ORBOCK | |||||||||||||
| 0 | 158075 | 0 | 0 | 0 | 0 | 0 | 13860 | 0 | 70 | 0 | 172005 | 0 | 0 |
| WYATT ANDERSON | |||||||||||||
| 0 | 164985 | 0 | 0 | 0 | 0 | 0 | 11873 | 0 | 2162 | 0 | 179020 | 0 | 0 |
| SVEIN OIE | |||||||||||||
| 0 | 216129 | 0 | 0 | 0 | 0 | 0 | 20678 | 0 | 9004 | 0 | 245811 | 0 | 0 |
| JAMES PRESTEGARD | |||||||||||||
| 0 | 236862 | 0 | 0 | 0 | 0 | 0 | 22601 | 0 | 9004 | 0 | 268467 | 0 | 0 |
| KATHARINA WILSON | |||||||||||||
| 0 | 83181 | 0 | 0 | 0 | 0 | 0 | 8959 | 0 | 9287 | 0 | 101427 | 0 | 0 |
| ARNETT C MACE JR | |||||||||||||
| 0 | 155399 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 155399 | 0 | 0 |
| ANTHONY CAPOMACCHIA | |||||||||||||
| 0 | 90577 | 0 | 0 | 0 | 0 | 0 | 9566 | 0 | 12407 | 0 | 112550 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 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 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 SUBCONTRACTOR ON ALL SPONSORED RESEARCH RECEIVED BY UGARF. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 UNIVERSITY OF GEORGIA FOUNDATION. FOUR VOTING MEMBERS ARE ELECTED BY VOTE OF THE UNIVERSITY GEORGIA RESEARCH FOUNDATION. TWO VOTING MEMBERS ARE ELECTED BY ARCH FOUNDATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 PROVIDED ELECTRONICALLY TO BOARD MEMBERS PRIOR TO FILING DEADLINE WITH SUFFICIENT LEAD-TIME TO ALLOW FOR REVIEW BY BOARD MEMBERS. | |
| 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 B, LINE 12C | |
| 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 18 | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,449,294. TRANSFER OF ASSETS TO UNIVERSITY OF GEORGIA -1,174,766. INCOME FROM VARIOUS INVESTING ACTIVITIES -86,720. TOTAL TO FORM 990, PART XI, LINE 5: 187,808. | FORM 990, PART XI, LINE 5: |
| AUDIT COMMITTEE | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT PROCESS AND THE SELECTION OF INDEPENDENT AUDITORS. | FORM 990, PART XII, LINE 2C |
| BACKUP WITHHOLDING, FORM 8899 AND 1098-C | 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. THE ORGANIZATION DID NOT HAVE ANY REPORTABLE GAMING (GAMBLING) WINNINGS TO PRIZE WINNERS AND THEREFORE THE BACKUP WITHHOLDING RULES DID NOT APPLY. | FORM 990, PART V, 1C, 7G & 7H |
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 | TELEVISION BROADCAST | PrimaryActivities |
| Legal Domicile State | GA | LegalDomicileState |
| Total Income | 577859 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0 |
| THE UNIVERSITY OF GEORGIA (UGA) | ||||||||||
| 456 E BROAD STREET | ATHENS | GA | 30602 | 586001998 | STATE UNIVERSITY - EDUCATION AND RESEARCH | GA | 115(1) | SELF | 0 | |
| 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 | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY OF GEORGIA | ||
| B | 148429445 | PER FINANCIAL STATEMENT |
| UNIVERSITY OF GEORGIA | ||
| I | 75300 | PER FINANCIAL STATEMENT |
| UNIVERSITY OF GEORGIA | ||
| Q | 1174766 | PER FINANCIAL STATEMENT |