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$296,039,174 PROGRAM SUPPORT $25,027,080 RESEARCH SUPPORT $16,508,010 OUTREACH AND PUBLIC SERVICE SUPPORT $5,759,514 CAPITAL AND PLANT SUPPORT $4,287,946 ADMINISTRATIVE SUPPORT $14,518,951 PART X, LINE 2: THE AU FOUNDATION HAS RECEIVED A LETTER FROM THE INTERNAL REVENUE SERVICE RECOGNIZING THE AU FOUNDATION AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE CODE. HOWEVER CERTAIN TYPES OF INCOME MAY BE SUBJECT TO TAX FROM UNRELATED BUSINESS INCOME AS DEFINED BY THE TAX CODE. THE AU FOUNDATION HAS DETERMINED THAT NO TAX IS DUE FOR EITHER THE 2022 OR 2021 YEAR. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE AU FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. AS OF SEPTEMBER 30, 2022 AND 2021, THE AU FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND NO INTEREST AND PENALTIES RELATED TO INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FOR AU REAL ESTATE FOUNDATION REPORTED ON SEPARATE RETURN 3,434,649. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -3,352,590. INCOME/EXPENSE RECLASSIFICATION 152,630. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FOR AU REAL ESTATE FOUNDATION REPORTED ON SEPARATE RETURN -6,578,924. INCOME/EXPENSE RECLASSIFICATION 152,630. GERMANY 1 0 PROGRAM SERVICES STUDY ABROAD SPONSORSHIP 700 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 9747740 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 8813620 1 0 0 0 1 0 18562060 0 18562060 1 0 0 0 1 0 PART III ACCOUNTING METHOD: HOSPITALITY GALA 376979 83096 293883 3188 23002 45127 24395 GOLF 2022 49130 37270 11860 10284 5761 3 79725 26554 53171 2535 11298 20394 505834 146920 358914 5723 23002 66709 50550 145984 212930 1 AUBURN UNIVERSITY 107 SAMFORD HALL AUBURN AL 36849 630000724 115 17380780 0 ACADEMIC SUPPORT AUBURN UNIVERSITY 107 SAMFORD HALL AUBURN AL 36849 630000724 115 2395309 0 RESEARCH SUPPORT AUBURN UNIVERSITY 107 SAMFORD HALL AUBURN AL 36849 630000724 115 2459048 0 OUTREACH SUPPORT AUBURN UNIVERSITY 107 SAMFORD HALL AUBURN AL 36849 630000724 115 638000 0 NONACADEMIC SUPPORT AUBURN UNIVERSITY 107 SAMFORD HALL AUBURN AL 36849 630000724 115 5726174 0 FACULTY SUPPORT AUBURN UNIVERSITY 107 SAMFORD HALL AUBURN AL 36849 630000724 115 596041 0 STUDENT SERVICES AUBURN UNIVERSITY 107 SAMFORD HALL AUBURN AL 36849 630000724 115 67801 0 INTERCOLLEGIATE ATHLETICS AUBURN UNIVERSITY 107 SAMFORD HALL AUBURN AL 36849 630000724 115 288132 0 LIBRARY AUBURN UNIVERSITY 107 SAMFORD HALL AUBURN AL 36849 630000724 115 56263 0 INSTITUTIONAL ADMINISTRATION AUBURN UNIVERSITY 107 SAMFORD HALL AUBURN AL 36849 630000724 115 13971592 0 CAPITAL SUPPORT AUBURN UNIVERSITY 107 SAMFORD HALL AUBURN AL 36849 630000724 115 15353760 0 STUDENT FINANCIAL AID AUBURN UNIVERSITY 107 SAMFORD HALL AUBURN AL 36849 630000724 115 1070255 0 OTHER PROGRAM SUPPORT AUBURN ALUMNI ASSOCIATION 317 S COLLEGE STREET AUBURN AL 36849 630439459 501(C)(3) 11440 0 ALUMNI RELATIONS AUBURN UNIVERSITY REAL ESTATE FOUNDATION INC 317 S COLLEGE STREET AUBURN AL 36849 562535892 501(C)(3) 6840780 0 CAPITAL SUPPORT TIGERS UNLIMITED FOUNDATION 392 S DONAHUE DR AUBURN AL 36849 364538203 501(C)(3) 253425 0 INTERCOLLEGIATE ATHLETICS 4 0 PART I, LINE 2: THE GRANTEE, AUBURN UNIVERSITY (AU), IS A SECTION 115 ENTITY. AS A LAND-GRANT INSTITUTION OF HIGHER EDUCATION, ITS MAJOR SOURCE OF FUNDS ARE FEDERAL AND STATE APPROPRIATIONS. ITS DISBURSEMENTS ARE GOVERNED BY FEDERAL LAW AND THE STATE OF ALABAMA LAW. ITS TRANSACTIONS ARE SUBJECT TO PUBLIC DISCLOSURE. GRANTS DESIGNATED FOR A SPECIFIC PURPOSE ARE CREDITED TO A FUND ESTABLISHED SPECIFICALLY FOR THAT PURPOSE. AU'S OFFICE OF PROCUREMENT AND PAYMENT SERVICES ENSURES COMPLIANCE WITH RESTRICTIONS SUBJECT TO ANY APPLICABLE LAWS. SCHEDULE I, PART II, LINE 2: THE GRANTEE, AUBURN ALUMNI ASSOCIATION (AAA), IS A SECTION 501(C)(3) ENTITY. ITS PRIMARY PURPOSE IS THE CREATION, NURTURING AND STRENGTHENING OF THE TIES BETWEEN AU AND ITS ALUMNI AND FRIENDS THROUGH THE SPONSORSHIP OF PROGRAMS TO ENCOURAGE IDENTIFICATION WITH AND ALLEGIANCE TO THE INTEREST IN AU'S SUCCESS. THE MANAGEMENT OF AAA IS RESPONSIBLE FOR THE EXPENDITURES OF AAA AND REPORTS TO AN ACTIVE BOARD OF DIRECTORS. SCHEDULE I, PART II, LINE 2: THE GRANTEE, AUBURN UNIVERSITY REAL ESTATE FOUNDATION, INC (AUREF) IS A SECTION 501(C)(3) ENTITY. ITS PRIMARY PURPOSE IS TO SUPPORT AUBURN UNIVERSITY FOUNDATION (AUF) WHICH IS THE SOLE MEMBER OF THE AUREF. AS THE CONTROLLING ENTITY, AUF HAS THE AUTHORITY TO REVIEW AUREF'S FINANCIAL RECORDS. EACH ENTITY HAS AN ACTIVE BOARD OF DIRECTORS TO WHICH MANAGEMENT IS RESPONSIBLE. SCHEDULE I, PART II, LINE 2 THE GRANTEE, TIGERS UNLIMITED FOUNDATION (TUF), IS A SECTION 501(C)(3) ENTITY. ITS PRIMARY PURPOSE IS THE SUPPORT OF AU'S INTERCOLLEGIATE ATHLETICS. TUF'S MANAGEMENT IS RESPONSIBLE FOR ITS EXPENDITURES AND REPORTS TO AN ACTIVE BOARD OF DIRECTORS. X 1 1 0 0 0 0 0 0 0 0 0 JOHN MORRIS PRESIDENT 391254 7985 0 0 0 0 41288 843 7986 163 440528 8991 0 0 ROBERT WELLBAUM VICE PRESIDENT, PHILANTHROPY 250187 0 0 0 0 0 33464 0 9961 0 293612 0 0 0 REGENA ISBELL ASSISTANT TREASURER 125110 0 0 0 0 0 17713 0 7989 0 150812 0 0 0 JASON PEEVY ASSOCIATE VP, MARKETING 230885 0 0 0 0 0 28431 0 9961 0 269277 0 0 0 ANGIE STEPHENS ASSOCIATE VP, DEVELOPMENT 219416 6786 0 0 0 0 29773 921 9662 299 258851 8006 0 0 WILLIAM WILLIAMS EXECUTIVE DIRECTOR, REGIONAL DEVELOP 195824 0 0 0 0 0 26176 0 9961 0 231961 0 0 0 TARA JONES ASSOCIATE VP, DEVELOPMENT 199246 0 0 0 0 0 27152 0 8776 0 235174 0 0 0 X 4999 FMV X 177 21135199 FMV X 1 4131040 APPRAISAL X 1 2165000 APPRAISAL X INSURANCE 30 68432 COST 0 1 1 PART I, LINE 32B: IN ADDITION TO GENERAL OPERATION SERVICES, AUBURN UNIVERSITY EMPLOYEES PERFORMED FUND RAISING SERVICES SUCH AS SOLICITING, PROCESSING AND DISPOSING OF NONCASH CONTRIBUTIONS SINCE THE AU FOUNDATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS REVIEWED BY THE AUDIT COMMITTEE AND RECOMMENDED TO THE FULL BOARD OF DIRECTORS FOR A REVIEW PERIOD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A "CONFLICT OF INTEREST AND SELF-DEALING STATEMENT" WAS PRESENTED TO ALL NEW MEMBERS AND ANNUALLY TO RETURNING BOARD MEMBERS BY POLICY. THE STATEMENT INCLUDED THE POLICY AND AN AFFIRMATION SECTION THAT DOCUMENTED ANY POTENTIAL CONFLICT AND WAS SIGNED BY EACH BOARD MEMBER. THIS SIGNED STATEMENT WAS COLLECTED BY THE BOARD SECRETARY AND THE RESULTS WERE REPORTED TO THE CHAIR OF THE BOARD FOR ANY NECESSARY FOLLOW-UP. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES THE FOLLOWING GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE AT WWW.AUBURNGIVING.ORG: FORM 1023, FORM 990, AND DETERMINATION LETTER. THE AUDITED FINANCIAL STATEMENTS WERE INCLUDED IN AUBURN UNIVERSITY'S AUDITED FINANCIAL STATEMENTS WHICH ARE PUBLIC DOCUMENTS. THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE FOUNDATION'S SECRETARY. FORM 990, PART VII, SECTION A: AUBURN UNIVERSITY IS THE COMMON PAYMASTER FOR AUBURN UNIVERSITY FOUNDATION. AS SUCH, COMPENSATION FROM AUBURN UNIVERSITY IS REPORTED AS COMPENSATION FROM THE FILING ORGANIZATION. REPORTABLE COMPENSATION IS BASED ON THE CALENDAR YEAR ENDING WITHIN THE ORGANIZATION'S TAX YEAR. ERIN LEWIS, CHIEF OPERATIONS OFFICER EFFECTIVE 01/18/2022, DID NOT HAVE REPORTABLE COMPENSATION FOR CALENDAR YEAR 2021. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -3,352,590. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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