Form 990 for tax year 2024
Filed by UNIVERSITY OF GEORGIA FOUNDATION.
Totals
- Total revenue
- $327,275,361
- Total expenses
- $212,564,103
- Contributions and grants received
- $169,495,116
- Grants paid
- $193,197,244
- Program service revenue
- $1,775,076
- Investment income
- $146,856,657
- Other revenue
- $9,148,512
- Total assets, end of year
- $2,373,628,484
- Total liabilities, end of year
- $97,906,377
- Net assets or fund balances, end of year
- $2,275,722,107
- Program services expenses (Part IX)
- $200,439,299
- Management and general expenses
- $7,530,136
- Fundraising expenses
- $4,594,668
- Program service expenses (Part III)
- $200,439,299
Program services were 94.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ALLISON AUSBAND
CHAIR
- Total calculated
- $0
- Hours/week
- 8
-
MICHAEL BOUDENS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
CHRISTOPHER BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
LEAH BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
EDWARD CASTRO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JAMES COCHRAN
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
NATALIE SCHWEERS COGHILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
BETSY COX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
YVETTE DANIELS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JAMES DINKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ELISHA FINNEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
VERNON GOOGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MITCHELL GREEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MARK JENNINGS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NANCY JUNEAU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MARK KAUFFMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHLOE KELLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
KEITH KELLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT KINGSFIELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SETH KNIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
CHARLES KNOX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JERE MOREHEAD
EX-OFFICIO TRUSTEE - PRESIDENT
- Total calculated
- $1,045,881
- From this org
- $0
- From related orgs
- $717,515
- Other
- $328,366
- Hours/week
- 3 + 37 related
Schedule J breakdown matched by us
- Base
- $0 + $685,015 related
- Bonus
- $0
- Other
- $0 + $32,500 related
- Deferred
- $0 + $318,442 related
- Nontaxable benefits
- $0 + $9,924 related
- Filer's total
- $0 + $1,045,881 related
-
MIDDLETON PARKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JOHN PARKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL PATRICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
RICHARD PENNELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NEAL QUIRK
IMM. PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
ELIZABETH REID
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ELIZABETH CORRELL RICHARDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JOHN SCHRAUDENBACH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JODI SELVEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
BONNEY SHUMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
DOROTHY SIFFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
KIMBERLY STAMPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JOHN TURNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
REBECCA WINKLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DELOS YANCEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HOWARD YOUNG
EXECUTIVE VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
C LEE ZELL
EX-OFFICIO, VOTING TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JASON BULL
CIO
- Total calculated
- $451,831
- From this org
- $0
- From related orgs
- $350,872
- Other
- $100,959
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $350,333 related
- Bonus
- $0
- Other
- $0 + $539 related
- Deferred
- $0 + $67,693 related
- Nontaxable benefits
- $0 + $33,266 related
- Filer's total
- $0 + $451,831 related
-
ELIZABETH PRINCE
CFO
- Total calculated
- $238,370
- From this org
- $0
- From related orgs
- $195,024
- Other
- $43,346
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $194,485 related
- Bonus
- $0
- Other
- $0 + $539 related
- Deferred
- $0 + $40,346 related
- Nontaxable benefits
- $0 + $3,000 related
- Filer's total
- $0 + $238,370 related
-
JILL WALTON
EXECUTIVE DIRECTOR
- Total calculated
- $465,995
- From this org
- $0
- From related orgs
- $359,942
- Other
- $106,053
- Hours/week
- 15 + 25 related
Schedule J breakdown matched by us
- Base
- $0 + $358,913 related
- Bonus
- $0
- Other
- $0 + $1,029 related
- Deferred
- $0 + $72,302 related
- Nontaxable benefits
- $0 + $33,751 related
- Filer's total
- $0 + $465,995 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 1A:
- HEALTH OR SOCIAL CLUB DUES FROM TIME TO TIME, THE UNIVERSITY OF GEORGIA FOUNDATION PROVIDES CERTAIN EXECUTIVES WITH TAXABLE COMPENSATION TO REIMBURSE THE EXPENSE OF MEMBERSHIP DUES AND APPROPRIATE INITIATION FEES FOR A SOCIAL OR COUNTRY CLUB USED FOR THE UNIVERSITY OF GEORGIA FOUNDATION BUSINESS ENTERTAINMENT PURPOSES.
- SCHEDULE J, PART I, LINE 4B:
- SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN JERE MOREHEAD RECEIVED $276,607 FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN, PAID BY THE UNIVERSITY OF GEORGIA, A RELATED ORGANIZATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$105,216,772
SCHOLARSHIPS AND OTHER SUPPORT
-
$87,906,222
SCHOLARSHIPS AND CONSTRUCTION PROJECTS
-
$74,250
SCHOLARSHIPS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
PUBLIC UNIVERSITY · GA
-
501(C)(3) · TO SUPPORT THE UNIVERSITY OF GEORGIA · GA
Directly controlled by UNIVERSITY OF GEORGIA
-
501(C)(3) · TO SUPPORT THE UNIVERSITY OF GEORGIA · GA
-
501(C)(3) · TO SUPPORT THE UNIVERSITY OF GEORGIA · GA
Directly controlled by UGA RESEARCH FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 1 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523169349303707
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