2021-02-19T10:23:18-06:00 2020-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2019-07-01 586034031 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEOR 9124785519 PO BOX 8053 STATESBORO GA 30460 TRIP C ADDISON PRESIDENT 9124785519 2021-02-17 1 MARY JO ALEXANDER P00002534 7709558600 2021-02-17 2019 2022-09-23 18:48:47Z TRIP C ADDISON PO BOX 8053 STATESBORO GA 30460 19847531 0 X HTTP:/FOUNDATION.GEORGIASOUTHERN.EDU X 1963 GA THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION WAS ESTABLISHED IN 1963 TO RECEIVE, MANAGE, AND ADMINISTER PRIVATE GIFTS IN SUPPORT OF THE GEORGIA SOUTHERN UNIVERSITY MISSION AND PRIORITIES. THE FOUNDATION PRIMARILY ACCOMPLISHES THIS MISSION BY PROVIDING LEADERSHIP IN OBTAINING THE RESOURCES NEEDED TO ATTAIN UNIVERSITY GOALS AND THROUGH RESPONSIBLE STEWARDSHIP OF FUNDS AND OTHER ASSETS ENTRUSTED TO IT. THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION RAISES, INVESTS AND DISTRIBUTES PRIVATE DOLLARS NEEDED TO FUND THE PROGRAMS, PROJECTS, SCHOLARSHIPS, EQUIPMENT AND BUILDINGS THAT HELP GEORGIA SOUTHERN UNIVERSITY EARN AND MAINTAIN A REPUTATION FOR EXCELLENCE. 25 25 51 125 -9287 0 10870626 4068017 0 0 2433819 1887817 240865 164558 13545310 6120392 2395260 3120756 0 0 0 0 0 112505 600573 4210468 3850352 6605728 7083613 6939582 -963221 75370865 89276215 230068 324854 75140797 88951361 X THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION, INC. WAS CREATED TO RAISE PRIVATE FUNDING TO MEET CERTAIN EDUCATIONAL AND INSTITUTIONAL NEEDS AT GEORGIA SOUTHERN UNIVERSITY NOT ADDRESSED BY STATE ALLOCATIONS. THE FOUNDATION'S PRIMARY MISSION IS TO "PROMOTE THE CAUSE OF HIGHER EDUCATION" BY ASSISTING GEORGIA SOUTHERN UNIVERSITY IN FULFILLING ITS MULTIFACETED MISSION:-TO SUPPORT CULTURAL OPPORTUNITIES, ECONOMIC GROWTH, ENVIRONMENTAL QUALITY, SCIENTIFIC AND TECHNOLOGICAL PROGRESS AND SOCIAL AND PERSONAL WELL-BEING.-TO GRADUATE KNOWLEDGEABLE, CLEAR-THINKING, ARTICULATE STUDENTS.-TO EXPAND HORIZONS THROUGH OUTREACH IN SCIENCES AND LIBERAL ARTS, PRESERVATION OF DISTINCTIVE CULTURAL LEGACIES AND ATTENTION TO THE INTEGRITY OF SOUTH GEORGIA'S ENVIRONMENT. 0 0 5501309 3120756 THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION EXISTS TO ASSIST GEORGIA SOUTHERN UNIVERSITY IN FULFILLING ITS MULTIFACETED MISSION AND ITS EFFORTS TO ACHIEVE EDUCATIONAL EXCELLENCE. THE FOUNDATION PRIMARILY ACCOMPLISHES THIS MISSION BY PROVIDING LEADERSHIP IN OBTAINING THE RESOURCES NEEDED TO ATTAIN UNIVERSITY GOALS AND THROUGH RESPONSIBLE STEWARDSHIP OF FUNDS AND OTHER ASSETS ENTRUSTED TO IT. THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION RAISES, INVESTS, AND DISTRIBUTES PRIVATE DOLLARS NEEDED TO FUND THE PROGRAMS, PROJECTS, SCHOLARSHIPS, EQUIPMENT, AND BUILDINGS THAT HELP GEORGIA SOUTHERN UNIVERSITY EARN AND MAINTAIN A REPUTATION FOR EXCELLENCE. 5501309 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 58 0 1 51 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 GA X X CRAIG BROWN 9124785519 PO BOX 8053 STATESBORO GA 30460 DR DON AARON JR BOARD MEMBER 1.00 X 0 0 0 MR TRIP C ADDISON PRESIDENT 30.00 X X 226504 0 32503 MR DAVID H BROOKER BOARD MEMBER 1.00 X 0 0 0 MR CHARLES CHANDLER BOARD MEMBER 1.00 X 0 0 0 DR KELLEY CHESTER BOARD MEMBER 1.00 X 0 0 0 MRS MAURA CONLEY COPELAND SECRETARY 1.00 X X 0 0 0 MR DAVID R EDWARDS BOARD MEMBER 1.00 X 0 0 0 MR RICHARD TIMOTHY EVANS JR BOARD MEMBER 1.00 X 0 0 0 DR CARL GOODING BOARD MEMBER 1.00 X 0 0 0 MRS SAMANTHA G DEAL BOARD MEMBER 1.00 X 0 0 0 MR J RAY HENDLEY SR BOARD MEMBER 1.00 X 0 0 0 MR CEDRIC D HENRY BOARD MEMBER 1.00 X 0 0 0 MR WILLIAM R HICKMAN JR IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 DR JOHN T HODGES BOARD MEMBER 1.00 X 0 0 0 MR THOMAS W JONES BOARD MEMBER 1.00 X 0 0 0 MR RONNY JUST BOARD MEMBER 1.00 X 0 0 0 MR JOHN W LANE BOARD MEMBER 1.00 X 0 0 0 DR KYLE MARRERO BOARD MEMBER 1.00 X 0 0 0 MR JAMES B MATTHEWS III BOARD MEMBER 1.00 X 0 0 0 MR JASON E MCMILLAN CHAIR ELECT 1.00 X X 0 0 0 MR JAMES A MEDBERY BOARD MEMBER 1.00 X 0 0 0 MR STEPHEN MILNER BOARD MEMBER 1.00 X 0 0 0 MRS DANA A POTTS BOARD MEMBER 1.00 X 0 0 0 MR MICHAEL R SANDERS CHAIR 1.00 X X 0 0 0 MR ANTHONY P TIPPINS BOARD MEMBER 1.00 X 0 0 0 MR JAMES A VAN EPPS BOARD MEMBER 1.00 X 0 0 0 MR ROBERT L WHITAKER TREASURER 1.00 X 0 0 0 CHRISTOPHER JOHNSTON EXEC. DIR. OF TRUSTS, EST. & PLANNED GIVING 40.00 X 152450 0 29930 WENDELL TOMPKINS DIRECTOR OF ALUMNI RELATIONS 40.00 X 107384 0 24739 JULIE GERBSCH EXEC DIRECTOR OF DEVELOPMENT 40.00 X 104676 0 9877 BILL KELSO AVP UNIV ADVANCEMENT 40.00 X 161826 0 51165 752840 0 148214 5 0 1 0 RUFFALO NOEL LEVITZ LLC 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 CHARITABLE SOLICITATION 112505 1 4068017 188700 4068017 1964399 -9287 1973686 146829 146829 13650557 13727139 -76582 -76582 -76582 MISCELLANEOUS 900099 17729 17729 17729 6120392 0 -9287 2061662 X 3120756 3120756 12965 2596 6021 4348 34400 34400 112505 112505 603254 603254 976835 743039 140611 93185 238631 86494 3937 148200 219305 206704 1227 11374 474457 473324 1133 153037 109604 2926 40507 264884 189708 5064 70112 5882 5882 41215 41215 34550 20374 14176 SUPPLIES AND EQUIPMENT 362107 341301 2026 18780 PROMOTION, CULTIVATION 209085 116564 5306 87215 BAD DEBT 135788 135788 GIFTS AND AWARDS 36993 34867 207 1919 46964 8881 26788 11295 7083613 5501309 981731 600573 99859 386817 3232015 3950459 432 1844809 269056 1616968 1575753 19524664 28958177 48598212 52052883 2299147 2351694 75370865 89276215 230068 324854 230068 324854 X 5724480 5429010 69416317 83522351 75140797 88951361 75370865 89276215 X -963221 -1574792 16348577 X X 0 1 X 1 0 X 4359785 6517173 3564718 10870626 4068017 29380319 2442332 2544105 2687237 3078739 3097517 13849930 6802117 9061278 6251955 13949365 7165534 43230249 6455116 36775133 738306 634546 933550 1887307 2111228 6304937 -52391 -24685 -3664 -86129 -166869 103964 17729 121693 49490010 0.74310 0.77310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56323734 705532 -447768 1063778 -12213233 610461 67120492 49746616 6488517 1823564 1288358 -16890 463495 56323734 47746369 645860 2996054 1198165 443502 49746616 44398551 39717 4967740 1241202 35800 382637 47746369 46022512 1404310 -1564144 1207642 -162265 418750 44398551 0.77640 0.22360 0 0 890860 890860 953949 269056 684893 1575753 HEDGE FUNDS 9551469 F PRIVATE EQUITY & PARTNERSHIP FUNDS 28294854 F FIXED INCOME FUNDS 14206560 F 52052883 X PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO FUND ACADEMIC SCHOLARSHIPS AT GEORGIA SOUTHERN UNIVERSITY ALONG WITH OTHER UNIVERSITY OPERATIONAL COSTS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X X X X X 1 RUFFALO NOEL LEVITZ LLC 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 DIRECT MAIL SOLICITATION 0 0 112505 -112505 112505 -112505 GA 1 GEORGIA SOUTHERN UNIVERSITY PO BOX 8129 STATESBORO GA 30460 586002059 3120756 OPERATIONAL SUPPORT 1 0 PART I, LINE 2: USE OF GRANT FUNDS IS CONSISTENT WITH THE EXEMPT PURPOSE OF GEORGIA SOUTHERN UNIVERSITY FOUNDATION. 0 0 0 0 0 0 0 0 0 MR TRIP C ADDISON PRESIDENT 226504 0 0 0 0 0 21707 0 10796 0 259007 0 0 0 CHRISTOPHER JOHNSTON EXEC. DIR. OF TRUSTS, EST. & PLANNED 152450 0 0 0 0 0 14964 0 14966 0 182380 0 0 0 BILL KELSO AVP UNIV ADVANCEMENT 161826 0 0 0 0 0 36199 0 14966 0 212991 0 0 0 FORM 990 PART VII LINE 1 THE FOLLOWING INDIVIDUALS WERE COMPENSATED FOR FULL-TIME SERVICES PROVIDED TO THE FOUNDATION BY AN UNRELATED ORGANIZATION, GEORGIA SOUTHERN UNIVERSITY: TRIPP ADDISON $ 259,006 BILL KELSO 212,991 CHRISTOPHER JOHNSTON 182,379 WENDELL TOMPKINS 132,123 JULIE GERBSCH 114,553 X 1 3500 FMV X 5 44382 AVG OF HI/LO STK PRICE X 1 5000 PEER PROFESSIONAL X EQUIPMENT AND SUPPLIES 11 135818 FMV 0 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS. PART I, LINE 32B: STOCK GIFTS ARE MONETIZED BY MERRILL LYNCH. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED THE BYLAWS TO REVISE THE REQUIREMENTS, ELIGIBILTY, AND COMPOSITION OF THE BOARD IN CONNECTION TO THE CONSOLIDATION OF ARMSTRONG STATE UNIVERSITY AND GEORGIA SOUTHERN UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD PRIOR TO FILING. THIS IS ACCOMPLISHED ELECTRONICALLY WITHOUT A BOARD MEETING. MEMBERS ARE ABLE TO ASK QUESTIONS AND REQUEST CHANGES TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C VICE PRESIDENT'S OFFICE MONITORS CODE OF CONDUCT PROCESS AND ENSURES EACH TRUSTEE UPDATES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G LABOR AND SERVICES: PROGRAM SERVICE EXPENSES 743,039. MANAGEMENT AND GENERAL EXPENSES 140,611. FUNDRAISING EXPENSES 93,185. TOTAL EXPENSES 976,835. FORM 990, PART XI, LINE 9: EXCESS OF ASSETS OVER LIABILITIES IN MERGER OF ARMSTRONG FOUNDATION 16,348,577. FORM 990 PART XII LINE 2 THERE HAS BEEN NO CHANGE IN THE AUDIT FIRM. THE PROCESS FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED. FORM 990 PART I LINE 5 AND PART V LINE 2A AND 2B THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION DOES NOT HAVE ANY W-2 EMPLOYEES. ALL EMPLOYEES ARE EMPLOYED BY REPORTING AGENT GEORGIA SOUTHERN UNIVERSITY, EIN 58-6002059, AN UNRELATED ORGANIZATION. THE MAJORITY OF EMPLOYEES WORK FULL TIME FOR THE FOUNDATION. GEORGIA SOUTHERN UNIVERSITY FOUNDATION REAL ESTATE LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 1000 933 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEORGIA SOUTHERN UNIVERSITY FOUNDATION REAL ESTATE HOLDINGS LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 0 150619 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEORGIA SOUTHERN UNIVERSITY FOUNDATION BOTANICAL GARDENS REAL ESTATE LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 0 948375 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEORGIA SOUTHERN UNIVERSITY FOUNDATION GUYTON REAL ESTATE LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 5323 497769 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC