GEORGIA STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GEORGIA STATE UNIVERSITY FOUNDATION INC (EIN 58-6033185)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-08
- IRS object ID
- 202210679349300616
- Schema version
- 2020v4.2
- 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 G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-08T09:36:59-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580692043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULDIN & JENKINS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GALLERIA PKWY SE STE 1700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303395946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586033185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGIA STATE UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 4044133402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2668 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303012668 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE PALMER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4044133402 | PhoneNum |
| Signature | 2022-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DALE | PersonFirstNm |
| Person Last | PALMER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF T FUCITO | PreparerPersonNm |
| PTIN | P00120748 | PTIN |
| Phone | 7709558600 | PhoneNum |
| Preparation | 2022-03-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JASON R KAHN PRESIDENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2668 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303012668 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $119,188,757 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GSUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT THE MISSION AND BEST INTERESTS OF GEORGIA STATE UNIVERSITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $299,154 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,441,802 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,289,910 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,051,808 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,330,398 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,183,729 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,141,263 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,386 | PYOtherRevenueAmt |
| CY Other Revenue | -$12,042 | CYOtherRevenueAmt |
| PY Total Revenue | $31,731,725 | PYTotalRevenueAmt |
| CY Total Revenue | $51,749,529 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,088,139 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,213,031 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $416,806 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $570,194 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,490,583 | PYOtherExpensesAmt |
| CY Other Expenses | $15,835,200 | CYOtherExpensesAmt |
| PY Total Expenses | $34,578,722 | PYTotalExpensesAmt |
| CY Total Expenses | $33,465,037 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,846,997 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,284,492 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $401,061,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $464,566,593 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $136,602,824 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $136,169,902 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $264,458,910 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $328,396,691 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GEORGIA STATE UNIVERSITY FOUNDATION SERVES AS AN AMBASSADOR OF GEORGIA STATE UNIVERSITY, SUPPORTING AND ASSISTING THE UNIVERSITY IN ACHIEVING ITS MISSION THROUGH THE IDENTIFICATION, CULTIVATION, SOLICITATION AND STEWARDSHIP OF GIFTS, AND BY COLLABORATING AND ADVISING ON ACTIVITIES FOR THE BENEFIT AND ADVANCEMENT OF THE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,570,358 | ExpenseAmt |
| Grant | $3,347,048 | GrantAmt |
| Revenue | $19,043,181 | RevenueAmt |
| Desc | PROGRAM SUPPORT: THE GSU FOUNDATION PROVIDED THE UNIVERSITY SUPPORT FOR EDUCATION, FACILITIES, ACTIVITIES AND PROGRAMS OF THE UNIVERSITY. PRIVATE GIFT SUPPORT HELPS PROVIDE SPACE, ENVIRONMENT AND TECHNOLOGIES THAT PROMOTE THE HIGHEST LEVEL OF TEACHING, LEARNING AND RESEARCH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,768,117 | ExpenseAmt |
| Grant | $8,768,117 | GrantAmt |
| Desc | STUDENT SUPPORT: THE GSU FOUNDATION PROVIDED THE UNIVERSITY SUPPORT FOR STUDENTS. STUDENTS RECEIVED BOTH MERIT AND NEED BASED SCHOLARSHIP SUPPORT ACROSS ALL PROGRAMS AND UNITS OF THE UNIVERSITY. WITH THE UNIVERSITY SEEING RECORD ENROLLMENT NUMBERS, PRIVATE GIFT SUPPORT IS CRITICAL TO REACHING OUR GOAL OF HAVING ALL WILLING STUDENTS ABLE TO EXPLORE THEIR EDUCATIONAL OPPORTUNITIES, EXPERIENCE COLLEGE LIFE, AND EFFICIENTLY MANAGE TUITION COSTS AND DEBT LOADS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,097,866 | ExpenseAmt |
| Grant | $5,097,866 | GrantAmt |
| Desc | FACULTY AND STAFF SUPPORT: UNIVERSITY FACULTY AND STAFF RECEIVED ADDITIONAL SUPPORT ALLOWING FOR INCREASED RESEARCH OPPORTUNITIES AND IMPROVED CLASSROOM EXPERIENCES FOR ALL STUDENTS. PRIVATE GIFT SUPPORT HELPS MEET THE UNIVERSITY'S GOAL TO ATTRACT AND RETAIN WORLD CLASS FACULTY TO TEACH OUR STUDENTS AND EXPAND OUR RESEARCH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $31,436,341 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 109 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE PALMER | PersonNm |
| Phone | 4044133402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARK PLACE SUITE 533 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303033083 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DALE PALMER | |||||||
| ASSISTANT TREASURER/CFO | 40.00 | Yes (X) | $198,303 | $0 | $35,538 | ||
| JASON KAHN | |||||||
| FOUNDATION PRESIDENT | 40.00 | Yes (X) | $192,338 | $0 | $22,225 | Yes (X) | |
| WALTER MASSEY | |||||||
| FOUNDATION PRESIDENT (RESIGNED) | 40.00 | Yes (X) | $151,527 | $0 | $16,525 | ||
| MILDRED BEGITSCHKE | |||||||
| COMPTROLLER | 40.00 | $137,654 | $0 | $40,167 | Yes (X) | ||
| DONNA NICHOLS | |||||||
| ASSISTANT SECRETARY | 40.00 | Yes (X) | $50,983 | $0 | $31,080 | ||
| TODD SHUTLEY | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NEDA BARQAWI | |||||||
| SECRETARY & TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FRANK BOYKIN | |||||||
| TREASURER & TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DANIEL O'LEARY | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JERRY RACKLIFFE | |||||||
| EX OFFICIO & GSU VP FIN/AD | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH REINKEMEYER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH SANSONE | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GERALDINE THOMAS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TRACY DANIELS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ESMAEL HILL | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GARY MEGGS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL LAWLINGS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SABRINA SANDERS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY STOKES | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KIMBERLEY HIXON | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DANIEL KRAUSE | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MEREDITH LEAPLEY | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KEVIN LOFTON | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LAURA TRIVETTE | |||||||
| EX-OFFICIO ALUMNI BOARD CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| REGYNALD WASHINGTON | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| NANCY REEVES MANSFIELD | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN LUNDEEN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DONNA LEE | |||||||
| TRUSTEE & PAST CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| AILEEN VALIANOS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ALISON JONES | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ERIKA MEINHARDT | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| FELICIA MAYFIELD | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ALBA BAYLIN | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK BECKER | |||||||
| EXOFFICIO TRUSTEE & GSU PR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID DEETER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN DYER | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRAD FERRER | |||||||
| TRUSTEE & PAST CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RONALD FREEMAN | |||||||
| VICE CHAIR & TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PATRICK KO | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN WILLIAMS | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TRACY JONES | |||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $730,805 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $145,535 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IHS GLOBAL INSIGHT (USA) INC | |||||
| 321 INVERNESS DRIVE SOUTH | ENGLEWOOD | CO | 80112 | SOFTWARE | $214,136 |
| RUFFALO NOEL LEVITZ INC | |||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52404 | DONOR MAILING SERVICE | $146,038 |
| CHOW SUMMERHILL GL LLC | |||||
| 1440 DUTCH VALLEY PLACE STE 1200 | ATLANTA | GA | 30324 | MONTHLY MARQUEE REMITTANCE | $119,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $16,289,910 | AllOtherContributionsAmt |
| Noncash Contributions | $2,582,171 | NoncashContributionsAmt |
| Total Contributions | $16,289,910 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| RENTAL INCOME | 532000 | $10,227,642 | $9,940,425 | $287,217 |
| DIRECT FINANCING LEASE INCOME | 531190 | $9,087,745 | $9,087,745 | |
| OTHER PROGRAM REVENUE | 900099 | $15,011 | $15,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,330,398 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,679,053 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,937 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,667,116 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,114 | TotalRevenueColumnAmt |
| Exclusion | $2,114 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $76,901,438 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,439,228 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,462,210 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,462,210 | TotalRevenueColumnAmt |
| Exclusion | $9,462,210 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INS CSV | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$14,156 | TotalRevenueColumnAmt |
| Exclusion | -$14,156 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$14,156 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,749,529 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,043,181 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $299,154 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,117,284 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,213,031 | TotalAmt |
| Program Services | $17,213,031 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,119 | TotalAmt |
| Program Services | $6,119 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,100 | TotalAmt |
| Program Services | $7,620 | ProgramServicesAmt |
| Management And General | $100,480 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,806 | TotalAmt |
| Fundraising | $416,806 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,352 | TotalAmt |
| Management And General | $430,352 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,388 | TotalAmt |
| Program Services | $297,108 | ProgramServicesAmt |
| Management And General | $51,907 | ManagementAndGeneralAmt |
| Fundraising | $94,373 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,511 | TotalAmt |
| Program Services | $39,860 | ProgramServicesAmt |
| Management And General | $336,651 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266,234 | TotalAmt |
| Program Services | $1,101,847 | ProgramServicesAmt |
| Management And General | $131,045 | ManagementAndGeneralAmt |
| Fundraising | $33,342 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,863 | TotalAmt |
| Management And General | $43,863 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,717,671 | TotalAmt |
| Program Services | $7,716,671 | ProgramServicesAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,853 | TotalAmt |
| Program Services | $28,698 | ProgramServicesAmt |
| Management And General | $8,472 | ManagementAndGeneralAmt |
| Fundraising | $6,683 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,053 | TotalAmt |
| Program Services | $35,558 | ProgramServicesAmt |
| Management And General | $24,495 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,452,766 | TotalAmt |
| Program Services | $3,452,766 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,798 | TotalAmt |
| Program Services | $665,798 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,251 | TotalAmt |
| Program Services | $65,920 | ProgramServicesAmt |
| Management And General | $64,331 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CHANGE IN UBI TAX ACCRU | $157,135 | $157,135 | ||
| NON-CAPITAL EQUIPMENT | $561,119 | $235 | $560,884 | |
| DUES & PROFESSIONAL MEM | $172,275 | $87,830 | $68,492 | $15,953 |
| ANNUITY BENEFIT PAYMENT | $149,118 | $149,118 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,594 | TotalAmt |
| Program Services | $26,851 | ProgramServicesAmt |
| Management And General | $20,706 | ManagementAndGeneralAmt |
| Fundraising | $3,037 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,465,037 | TotalAmt |
| Program Services | $31,436,341 | ProgramServicesAmt |
| Management And General | $1,458,502 | ManagementAndGeneralAmt |
| Fundraising | $570,194 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,944,158 | BOYAmt |
| EOY | $6,471,259 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,393,531 | BOYAmt |
| EOY | $6,134,803 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,313 | BOYAmt |
| EOY | $511,666 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,371 | BOYAmt |
| EOY | $69,263 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,927,027 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,986,642 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,606,183 | BOYAmt |
| EOY | $13,940,385 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,354,451 | BOYAmt |
| EOY | $279,691,483 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,745,575 | BOYAmt |
| EOY | $24,178,475 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,418,152 | BOYAmt |
| EOY | $133,569,259 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,061,734 | BOYAmt |
| EOY | $464,566,593 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,413,747 | BOYAmt |
| EOY | $1,178,042 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,265,757 | BOYAmt |
| EOY | $155,692 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,620,582 | BOYAmt |
| EOY | $117,559,156 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,302,738 | BOYAmt |
| EOY | $17,277,012 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,602,824 | BOYAmt |
| EOY | $136,169,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,865,159 | BOYAmt |
| EOY | $51,782,622 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,593,751 | BOYAmt |
| EOY | $276,614,069 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,458,910 | BOYAmt |
| EOY | $328,396,691 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,061,734 | BOYAmt |
| EOY | $464,566,593 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,284,492 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $45,707,686 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$54,397 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,268,433 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,368,439 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,052,730 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,441,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,289,910 | CurrentTaxYearAmt |
| Total | $110,421,314 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,372,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,251,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,436,678 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,732,237 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,791,656 | CurrentTaxYearAmt |
| Total | $12,584,209 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,640,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,619,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,489,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,174,039 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,081,566 | CurrentTaxYearAmt |
| Total | $123,005,523 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,184,606 | SubstantialContributorsTotAmt |
| Public Support Total170 | $103,820,917 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,165,355 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,284,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,859,489 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,290,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,681,167 | CurrentTaxYearAmt |
| Total | $26,281,427 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,483 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,806 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,675 | CurrentTaxYearMinus1YearAmt |
| Total | $230,250 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $149,517,200 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $94,769,796 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,381,545 | BeginningYearBalanceAmt |
| Contributions | $20,620,581 | ContributionsAmt |
| Investment Earnings Or Losses | $51,599,414 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,027,289 | OtherExpendituresAmt |
| End Year Balance | $229,574,251 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $172,984,966 | BeginningYearBalanceAmt |
| Contributions | $2,962,091 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,666,917 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,898,595 | OtherExpendituresAmt |
| End Year Balance | $164,381,545 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,209,327 | BeginningYearBalanceAmt |
| Contributions | $5,857,271 | ContributionsAmt |
| Investment Earnings Or Losses | $9,298,568 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,380,200 | OtherExpendituresAmt |
| End Year Balance | $172,984,966 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $158,838,112 | BeginningYearBalanceAmt |
| Contributions | $5,303,873 | ContributionsAmt |
| Investment Earnings Or Losses | $6,439,178 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,371,836 | OtherExpendituresAmt |
| End Year Balance | $164,209,327 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $140,763,864 | BeginningYearBalanceAmt |
| Contributions | $14,061,163 | ContributionsAmt |
| Investment Earnings Or Losses | $9,760,973 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,747,888 | OtherExpendituresAmt |
| End Year Balance | $158,838,112 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,045,510 | OtherCostOrOtherBasisAmt |
| Book Value | $9,045,510 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,796,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,018,467 | DepreciationAmt |
| Book Value | $3,777,743 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,085,307 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,968,175 | DepreciationAmt |
| Book Value | $1,117,132 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,940,385 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $14,453,910 | F |
| PRIVATE EQUITY FUNDS | $9,621,803 | F |
| COMMODITY FUNDS | $102,762 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,178,475 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH SURRENDER VALUE LIFE INSURANCE | $1,607,518 |
| BOND PAYABLE RESTRICTED ASSETS | $9,738,940 |
| NET INVESTMENT IN DIRECT FINANCING LEASE | $109,886,732 |
| DEFERRED LEASE ASSET | $189,308 |
| INVESTMENTS HELD FOR AFFILIATES | $2,679,143 |
| DEFERRED TAX ASSET | $783,153 |
| RIGHT OF USE ASSET | $8,684,465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $133,569,259 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSETS HELD FOR AFFILATES | $2,679,143 |
| SPLIT INTEREST OBLIGATION | $1,310,233 |
| ACCRUED INTEREST BOND PAYABLE | $1,333,276 |
| LEASE LIABILITY | $11,954,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,277,012 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUNDS INTENDED USES INCLUDE SCHOLARSHIPS, FELLOWSHIPS, CHAIRS, PROFESSORSHIPS AND OTHER RELATED ACTIVITIES. |
| PART X, LINE 2: | THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2021, AND ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | ActivityActivityTxt |
|---|---|---|---|---|---|---|---|---|
| GRENZEBACH GLIER AND ASSOCIATES | ||||||||
| 200 S MICHIGAN AVE | CHICAGO | IL | 60604 | 0 | $0 | $23,493 | -$23,493 | |
| PLUS DELTA PARTNERS | ||||||||
| 6965 EL CAMINO REAL STE 105-488 | CARLSBAD | CA | 92009 | 0 | $0 | $60,000 | -$60,000 | |
| RUFFALO NOEL LEVITZ | ||||||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52404 | 0 | $0 | $299,968 | -$299,968 | DONOR MAILING SERVICE |
| COXE CURRY & ASSOCIATES | ||||||||
| 191 PEACHTREE ST 450 | ATLANTA | GA | 30303 | 0 | $0 | $27,000 | -$27,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $410,461 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$410,461 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|
| GEORGIA STATE UNIVERSITY | |||||||||
| 100 AUBURN AVENUE | ATLANTA | GA | 30303 | 586002050 | $1,707,727 | BOOK | OPERATIONS | ||
| GEORGIA STATE UNIVERSITY | |||||||||
| 100 AUBURN AVENUE | ATLANTA | GA | 30303 | 586002050 | $8,768,117 | BOOK | SCHOLARSHIPS AND AWARDS | ||
| GEORGIA STATE UNIVERSITY | |||||||||
| 100 AUBURN AVENUE | ATLANTA | GA | 30303 | 586002050 | $5,097,866 | BOOK | TEACHING SALARY SUPPLEMENTS | ||
| GEORGIA STATE UNIVERSITY | |||||||||
| 100 AUBURN AVENUE | ATLANTA | GA | 30303 | 586002050 | BOOK | UNIVERSITY FACILITY RENOVATIONS | $1,639,321 | BUILDING RENOVATIONS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FUNDS ARE PAID TO GEORGIA STATE UNIVERSITY FOR EDUCATIONAL PURPOSES AND PROGRAM SUPPORT. SCHOLARSHIPS ARE PAID DIRECTLY BY GEORGIA STATE UNIVERSITY. SCHOLARSHIP RECIPIENTS ARE SELECTED BASED ON UNIVERSITY POLICY AND CRITERIA SET FORTH IN THE FUND AGREEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DALE PALMER | ||||||||||||||
| ASSISTANT TREASURER/CFO | $198,303 | $0 | $0 | $0 | $0 | $0 | $18,918 | $0 | $16,620 | $0 | $233,841 | $0 | $0 | $0 |
| JASON KAHN | ||||||||||||||
| FOUNDATION PRESIDENT | $192,338 | $0 | $0 | $0 | $0 | $0 | $12,898 | $0 | $9,327 | $0 | $214,563 | $0 | $0 | $0 |
| WALTER MASSEY | ||||||||||||||
| FOUNDATION PRESIDENT (RESIGNED) | $151,527 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,525 | $0 | $168,052 | $0 | $0 | $0 |
| MILDRED BEGITSCHKE | ||||||||||||||
| COMPTROLLER | $137,654 | $0 | $0 | $0 | $0 | $0 | $13,807 | $0 | $26,360 | $0 | $177,821 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 PART VII, LINE 5 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION OF OFFICERS AND HIGHLY-COMPENSATED GEORGIA STATE UNIVERSITY FOUNDATION HAS NO EMPLOYEES. COMPENSATION, LISTED IN PART VII, FOR OFFICERS AND HIGHLY COMPENSATED INDIVIDUALS, IS FROM AN UNRELATED ORGANIZATION (GEORGIA STATE UNIVERSITY) FOR SERVICES RENDERED TO GEORGIA STATE UNIVERSITY FOUNDATION. ACCORDINGLY, JASON KAHN, FOUNDATION PRESIDENT, WALTER MASSEY, FOUNDATION PRESIDENT (RESIGNED), DALE PALMER, ASSISTANT TREASURER/CFO, DONNA NICHOLS, ASSISTANT SECRETARY, AND MILDRED BEGITSCHKE, COMPTROLLER, RECEIVED COMPENSATION AND BENEFITS TOTALING $214,563, $168,052, $233,841, $82,063, AND $177,821, RESPECTIVELY FROM GEORGIA STATE UNIVERSITY. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ATLANTA DEVELOPMENT AUTHORITY (PANTHER PLACE LLC) | ||||||||
| A | 582322663 | 04780NLN5 | 2017-08-30 | $55,744,607 | REFINANCING OF ORIGINAL DEBT | 0 | 0 | 0 |
| NEWTON COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY (GPCF RE NEWTON LLC) | ||||||||
| B | 586108092 | 65257PBY2 | 2017-08-30 | $17,819,062 | REFINANCING OF ORIGINAL DEBT | 0 | 0 | 0 |
| JOINT DEVELOPMENT AUTHORITY OF DEKALB COUNTY NEWTON COUNTY AND GWINNETT CO | ||||||||
| C | 208998987 | 24487RCT7 | 2018-05-22 | $56,396,735 | REFINANCING OF ORIGINAL DEBT | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $4,030,000 | $55,744,607 | $625,001 | 2007 | 0 | Yes (1) | Yes (1) | Yes (1) |
| B | $1,285,001 | $17,819,062 | $298,707 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $3,235,000 | $56,396,735 | $637,220 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0.02780 | 0.02780 | 0 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||
| C | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 66 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,582,171 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | DONATED EQUIPMENT | Desc |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 33: | THE ORGANIZATION RECEIVED DONATIONS OF WORKS OF ART, BUT DID NOT REPORT ANY REVENUES FOR THIS PROPERTY IN THE FISCAL YEAR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 6A & 6B | NON TAX-DEDUCTIBLE CONTRIBUTIONS THAT WERE SOLICITED RELATED TO PREMIUM ATHLETIC SEATING AT GEORGIA STATE UNIVERSITY STADIUM. AN EXPRESS STATEMENT THAT SUCH CONTRIBUTIONS WERE NOT TAX DEDUCTIBLE WAS INCLUDED WITH EACH SOLICITATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION PROVIDES THE FEDERAL FORM 990 TO THE AUDIT COMMITTEE FOR REVIEW. ONCE APPROVED, THE 990 IS SENT TO THE FULL BOARD OF TRUSTEES FOR REVIEW AND COMMENTS. IT IS THEN FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION SENDS CONFLICT OF INTEREST STATEMENTS TO ALL TRUSTEES, DIRECTORS, AND SIGNIFICANT MEMBERS OF THE GSU FOUNDATION COMMUNITY TO DISCLOSE ANY POSSIBLE CONFLICTS. THE NOMINATING & GOVERNANCE COMMITTEE REGULARLY REVIEWS AND RESOLVES ANY CONFLICTS THAT MAY ARISE THROUGHOUT THE YEAR ON A CASE BY CASE BASIS. RESOLUTIONS BASED ON EACH SET OF CIRCUMSTANCES ARE RECORDED IN THE MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL COMPENSATION REPORTED ON THE FORM 990 IS FROM AN UNRELATED ORGANIZATION (GEORGIA STATE UNIVERSITY) FOR SERVICES RENDERED TO GEORGIA STATE UNIVERSITY FOUNDATION, INC. COMPENSATION IS HANDLED ACCORDING TO GEORGIA STATE UNIVERSITY POLICY AND ALL DECISIONS ARE MADE THROUGH THE UNIVERSITY PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE AT WWW.GSUFOUNDATION.ORG AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | VALUE OF SPLIT INTEREST AGREEMENTS -54,397. |
| PART XII LINE 2C | THE AUDIT COMMITTEE PROVIDES INDEPENDENT OVERSIGHT WHICH INCLUDES SELECTING THE INDEPENDENT AUDITING FIRM FOR THE ANNUAL AUDIT, MEETING WITH THE AUDITOR PRIOR TO THE AUDIT TO DISCUSS THE SCOPE OF THE AUDIT, MEETING WITH THE AUDITOR AFTER THE ANNUAL AUDIT TO REVIEW THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND THE MANAGEMENT LETTER, ENSURING THAT MANAGEMENT ADDRESSES ANY ISSUES DETERMINED IN THE AUDITOR'S MANAGEMENT LETTER, RECOMMENDING THE ACCEPTANCE OF THE AUDIT TO THE EXECUTIVE COMMITTEE AND THE BOARD OF TRUSTEES, EDUCATING TRUSTEES ON AUDIT ISSUES, RECOMMENDING APPROVAL OF AUDIT FEES, ANNUALLY REVIEW AND EVALUATE PERFORMANCE OF INDEPENDENT AUDITOR AND TAX FIRM, APPROVING ACCOUNTING POLICIES AND STANDARDS, REVIEWING AND MAKING RECOMMENDATIONS ON INTERNAL CONTROLS, AND OVERSEEING POLICIES AND PROCEDURES FOR REPORTING QUESTIONABLE ACCOUNTING OR AUDITING MATTERS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY LOFTS LLC | |||||||||
| PO BOX 2668 | ATLANTA | GA | 30301 | 586033185 | STUDENT HOUSING FACILITY FOR THE UNIVERSITY STUDENTS | GA | $3,742,872 | $775,906 | GEORGIA STATE UNIVERSITY FOUNDATION |
| PANTHER HOLDINGS LLC | |||||||||
| PO BOX 2668 | ATLANTA | GA | 30301 | 586033185 | TO ACQUIRE, DEVELOP, OPERATE AND MANAGE REAL PROPERTY FOR STUDENT HOUSING | GA | $519,375 | $7,057,798 | GEORGIA STATE UNIVERSITY FOUNDATION |
| RIALTO LLC | |||||||||
| PO BOX 2668 | ATLANTA | GA | 30301 | 586033185 | TO PURCHASE AND RENOVATE THE RIALTO THEATER FOR BENEFIT AND USE BY THE UNIV. | GA | $94,772 | $1,526,429 | GEORGIA STATE UNIVERSITY FOUNDATION |
| PANTHER PLACE LLC | |||||||||
| PO BOX 2668 | ATLANTA | GA | 30301 | 586033185 | TO PURCHASE THE SUNTRUST BUILD. TO PROVIDE OFFICE & CLASSROOM TO THE UNIV. | GA | $5,912,941 | $64,211,780 | GEORGIA STATE UNIVERSITY FOUNDATION |
| PANTHER LOT LLC | |||||||||
| PO BOX 2668 | ATLANTA | GA | 30301 | 586033185 | TO ACQUIRE, DEVELOP, OPERATE AND MANAGE REAL PROPERTY USED BY THE UNIVERSITY | GA | $78,780 | $5,000 | GEORGIA STATE UNIVERSITY FOUNDATION |
| PANTHER REAL ESTATE LLC | |||||||||
| PO BOX 2668 | ATLANTA | GA | 30301 | 586033185 | TO PURCHASE REAL ESTATE FOR USE OF THE UNIVERSITY | GA | $0 | $2,450 | GEORGIA STATE UNIVERSITY FOUNDATION |
| PANTHER LAND LLC | |||||||||
| PO BOX 2668 | ATLANTA | GA | 30301 | 586033185 | PROVIDE PRACTICE FOOTBALL FIELD AND FACILITY TO THE UNIVERSITY | GA | $0 | $0 | GEORGIA STATE UNIVERSITY FOUNDATION |
| GPC REAL ESTATE STUDENT SUPPORT I LLC | |||||||||
| PO BOX 2668 | ATLANTA | GA | 30301 | 586033185 | TO ACQUIRE, DEVELOP, OPERATE AND MANAGE REAL PROPERTY FOR THE UNIVERSITY | GA | $2,681,391 | $48,266,578 | GEORGIA STATE UNIVERSITY FOUNDATION |
| GPCF REAL ESTATE NEWTON LLC | |||||||||
| PO BOX 2668 | ATLANTA | GA | 30301 | 586033185 | TO ACQUIRE, DEVELOP, OPERATE AND MANAGE REAL PROPERTY FOR THE UNIVERSITY. | GA | $687,922 | $16,251,777 | GEORGIA STATE UNIVERSITY FOUNDATION |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUST (1) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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