2026-05-15T09:30:39-04:00 2025-06-30 621170651 BROWN JAKE & MCDANIEL PC 2607 KINGSTON PIKE SUITE 110 KNOXVILLE TN 379193336 990 2024-07-01 621844686 THE UNIVERSITY OF TENNESSEE FOUNDATION INC UNIV 8659748926 1525 UNIVERSITY AVENUE ROOM 223 KNOXVILLE TN 379214848 ADAM HELLER TREASURER & CFO 8659748926 2025-05-14 true true JAMES E BOOHER CPA P00286127 8656378600 2026-05-15 2024 2025-03-06 01:10:19Z ADAM HELLER 1525 UNIVERSITY AVENUE ROOM 223 KNOXVILLE TN 379214848 344836967 false X WWW.UTFI.ORG X 2001 TN THE FOUNDATION ENRICHES THE LIVES OF THE STUDENTS, FACULTY, STAFF, ALUMNI AND FRIENDS OF THE UNIVERSITY OF TENNESSEE THROUGH ALUMNI ENGAGEMENT, FINANCIAL STEWARDSHIP AND PRIVATE GIFT SUPPORT. 21 21 335 1294 0 252324884 278086203 0 31242945 32822461 31758696 33928303 315326525 344836967 95900593 134759795 0 41369282 46237010 77893 2331 2331 61816785 47701789 199164553 228700925 116161972 116136042 1011600489 1256434835 51807634 142037870 959792855 1114396965 THE FOUNDATION ENRICHES THE LIVES OF THE STUDENTS, FACULTY, STAFF, ALUMNI AND FRIENDS OF THE UNIVERSITY OF TENNESSEE THROUGH ALUMNI ENGAGEMENT, FINANCIAL STEWARDSHIP AND PRIVATE GIFT SUPPORT. false false 176743567 134759795 TO COMPLY WITH DONOR STIPULATIONS, EARNINGS FROM INVESTED ENDOWMENT FUNDS WERE TRANSFERRED TO THE UNIVERSITY OF TENNESSEE. THE EARNINGS WILL BE USED FOR SCHOLARSHIPS, FELLOWSHIPS, LIBRARIES, RESEARCH, AND OTHER ACADEMIC RELATED PURPOSES. ALSO, AMOUNTS FUNDED BY RESTRICTED GIFTS FROM DONORS WERE PAID TO THE UNIVERSITY TO COVER THE COSTS OF CONSTRUCTION, RENOVATIONS AND VARIOUS OTHER PROJECTS. 176743567 true true false false false false false false false true false true false false true true true true false false false false false false false false false true false true false false false false false false false false true false false false true false false false false true 68 0 335 true false false false false false true true false false false false false false X 21 21 false false false false false false false true true false true true true true true true true true true true false X ADAM HELLER 8659748926 1525 UNIVERSITY AVENUE ROOM 223 KNOXVILLE TN 379214848 ALAN WILSON CHAIR 2.00 X X 0 0 0 ARTHUR L SPARKS JR VICE CHAIR 2.00 X X 0 0 0 RONALD E FRIESON PAST CHAIR 2.00 X X 0 0 0 K JEANNIE BEAUCHAMP DIRECTOR 1.00 X 0 0 0 ISAAC BENNETT DIRECTOR 0.50 X 0 0 0 KAREN BOWLING DIRECTOR 1.50 X 0 0 0 RANDAL D BOYD DIRECTOR 0.50 X 0 0 0 DOUGLAS A BROWN DIRECTOR 1.00 X 0 0 0 C DOUGLAS HANEY DIRECTOR 1.00 X 0 0 0 JUDITH HERBERT DIRECTOR 0.50 X 0 0 0 RENEE IACONA DIRECTOR 1.00 X 0 0 0 DEBORAH INGRAM DIRECTOR 1.00 X 0 0 0 EMILY C LOVE DIRECTOR 1.50 X 0 0 0 MISTY MAYES DIRECTOR 1.00 X 0 0 0 J PHENISE POOLE DIRECTOR 1.00 X 0 0 0 RICHARD WARREN DIRECTOR 1.00 X 0 0 0 DAVID WATSON DIRECTOR 0.50 X 0 0 0 BRIAN WINBIGLER DIRECTOR 1.00 X 0 0 0 DR YANCY FREEMAN CHANCELLOR 0.50 X 0 0 0 DR LINDA MARTIN CHANCELLOR 0.50 X 0 0 0 KERRY W WITCHER PRESIDENT & 40.00 X X 406927 0 75887 ADAM HELLER TREASURER & 40.00 X 281387 0 62171 RACHAEL R LEBLANC SECRETARY 40.00 X 82591 0 23942 BRIAN BROYLES DEVELOPMENT 40.00 X 477564 0 74164 BRIGITTE GRANT DEVELOPMENT 40.00 X 359910 0 58940 WOODROW M HENDERSON DEVELOPMENT 40.00 X 356775 0 67973 CHARLES DEAL DEVELOPMENT 40.00 X 301486 0 64581 JEANNA CURTIS-SWAFFORD DEVELOPMENT 40.00 X 187648 0 49311 EVEN BEECH DEVELOPMENT 40.00 X 185917 0 37881 PATRICK WILLIAMS DEVELOPMENT 40.00 X 319853 0 53261 JOSEPH SCOGIN DEVELOPMENT 40.00 X 310501 0 56162 BETHANY K GOOLSBY DEVELOPMENT 40.00 X 291008 0 56387 DUANE WILES DEVELOPMENT 40.00 X 281295 0 60016 BRADY HART DEVELOPMENT 40.00 X 259324 0 51530 4102186 792206 13 false true false CHRISTOPHER BRYANT GROUP LLC 511 E JOHN CARPENTAR FWY STE 504F IRVING TX 75062 225303 COPPER REEF ENTERPRISES 6965 EL CAMINO REAL STE 104-488 CARLSBAD CA 92009 154710 2 278086203 30603778 278086203 32822461 32822461 CONTRACT WITH UT 32183655 32183655 UTRF DIRECT SUPPORT 1417494 1417494 RE CONTRACT REVENUE 326535 326535 619 619 33928303 344836967 66750764 134759795 134759795 3677013 3677013 31687279 6702816 24984463 1920425 227123 1693302 7808038 1248732 6559306 1144255 171026 973229 2331 2331 3681998 1721633 1960365 1224072 195458 1028614 3342560 1956473 1386087 CAPITAL PROJECTS 19122627 19122627 OTHER 8390098 4692755 3697343 SUPPLIES 6755454 3762114 2993340 ENTERTAINMENT 4525765 1725525 2800240 659215 457490 201725 228700925 176743567 51955027 2331 396690 160221 14276745 130365703 233889041 243852957 7732188 41400 749773672 870254623 5532153 11759931 1011600489 1256434835 547775 583487 51259859 141454383 51807634 142037870 X 38196349 43408865 921596506 1070988100 959792855 1114396965 1011600489 1256434835 X 116136042 40692975 -2224907 X false true X true false X 152110486 157873961 149486966 252324884 278086205 989882502 152110486 157873961 149486966 252324884 278086205 989882502 6569188 983313314 17557939 19993991 29563424 31242945 32822461 131180760 29136249 47490415 32738727 31758696 33928303 175052390 1296115652 0.75870 0.73710 X PART II, LINE 10 OTHER 19,306,612 CONTRACT WITH UT 155,745,778 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 601960129 73083366 50967661 22171877 703839279 520879284 48141914 53286644 20347713 601960129 477198964 36411081 26481732 19212493 520879284 474042823 44246008 -25409171 15680696 477198964 318493543 82158808 86638728 13248256 474042823 1.00000 false false UT INVESTMENT POOL 648255641 F INVESTMENTS - LCG 147935626 F FIRST TENNESSEE TRUST 38562092 F INVESTMENTS - RAYMOND JAMES 18110414 F INVESTMENTS - FDIC 12086893 F ENDOWMENT HELD @ FIDELITY 3886307 F INVESTMENTS - POINTER 1337969 F INVESTMENTS - LINCOLN MKZ VEHICLES 79681 F 870254623 DUE TO UNIVERSITY 116806260 ANNUITY PAYABLE 21785433 ACCRUED ANNUAL LEAVE 2862690 141454383 X 385487338 40692975 2182303 -2224907 40650371 344836967 344836967 230883228 2182303 2182303 228700925 228700925 SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTENDED USE OF THE ENDOWMENT FUND IS TO BENEFIT THE UNIVERSITY OF TENNESSEE FOR VARIOUS DONOR RESTRICTED PURPOSES. SCHEDULE D, PAGE 3, PART X THE FOUNDATION FOLLOWS THE PROVISIONS OF FASB ASC 740-10-25. UNDER THIS STANDARD, AN ORGANIZATION MUST RECOGNIZE THAT TAX BENEFIT ASSOCIATED WITH TAX TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE IMPLEMENTATION OF THIS STANDARD HAS HAD NO IMPACT ON THE FOUNDATIONS FINANCIAL STATEMENTS. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. FOR THE YEAR ENDED JUNE 30, 2025, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN ITS FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN ACTUARIAL VALUE OF GIFT ANNUITIES -2,224,907 false THE UNIVERSITY OF TENNESSEE 301 ANDY HOLT TOWER KNOXVILLE TN 37996 626001636 GOV 134759795 EDUCATIONAL 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE FOUNDATION REIMBURSES THE UNIVERSITY AFTER THE DONOR REQUIREMENTS ARE MET. false false false false false false false false false KERRY W WITCHER PRESIDENT & CEO 356703 50224 38918 36969 482814 ADAM HELLER TREASURER & CFO 247179 25875 8333 25947 36224 343558 BRIAN BROYLES DEVELOPMENT 415314 62250 36348 37816 551728 BRIGITTE GRANT DEVELOPMENT 344314 15596 31050 27890 418850 WOODROW M HENDERSON DEVELOPMENT 321337 35438 34418 33555 424748 CHARLES DEAL DEVELOPMENT 266255 13909 21322 28978 35603 366067 JEANNA CURTIS-SWAFFORD DEVELOPMENT 182734 4914 19078 30233 236959 EVEN BEECH DEVELOPMENT 163946 21971 16281 21600 223798 PATRICK WILLIAMS DEVELOPMENT 178766 141087 29700 23561 373114 JOSEPH SCOGIN DEVELOPMENT 269940 28061 12500 29330 26832 366663 BETHANY K GOOLSBY DEVELOPMENT 276739 14269 29528 26859 347395 DUANE WILES DEVELOPMENT 263896 17399 24500 35516 341311 BRADY HART DEVELOPMENT 241831 14700 2793 26744 24786 310854 X 225 30162278 HIGH/LOW STOCK PRICE AVG X 1 441500 APPRAISAL false true true SCHEDULE M, PAGE 1, PART I, LINE 32B REALTORS ARE USED TO LIST AND SELL THE REAL ESTATE GIFTS RECEIVED. STOCK BROKERS ARE USED TO SELL STOCK RECEIVED. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ALL BOARD MEMBERS PROVIDE SIGNED STATEMENTS REGARDING THEIR KNOWLEDGE OF THE CONFLICT OF INTEREST POLICY AND IF A CONFLICT ARISES, DISCUSS IN ADVANCE OF ANY DECISIONS REGARDING THE CONFLICT. FORM 990, PAGE 6, PART VI, LINE 15A THE FOUNDATION FOLLOWS THE UNIVERSITY OF TENNESSEE PERSONNEL POLICY. FORM 990, PAGE 6, PART VI, LINE 15B OFFICER COMPENSATION IS SET BY THE BOARD ON RECOMMENDATION OF THE CEO PURSUANT THE FOUNDATION COMPENSATION POLICY AND BYLAWS. FORM 990, PAGE 6, PART VI, LINE 19 IF REQUESTED, HARD COPIES OF DOCUMENTS ARE PROVIDED AT THE FOUNDATION'S OFFICE. FORM 990, PART XI, LINE 9 CHANGE IN ACTUARIAL VALUE OF GIFT ANNUITIES -2,224,907 UTFI REAL ESTATE LLC 1525 UNIVERSITY AVENUE ROOM 223 KNOXVILLE TN 379214848 REAL EST. TN 6814990 10625042 N/A