2017-11-15T08:00:09-06:00 2017-06-30 580692043 MAULDIN & JENKINS 537 MARKET STREET SUITE 300 CHATTANOOGA TN 374021239 990 2016-07-01 620476521 UNIVERSITY OF CHATTANOOGA FOUNDATION INC UNIV 4234254393 605 OAK STREET DEPT 6806 CHATTANOOGA TN 37403 BRYAN K ROWLAND EXECUTIVE DIRECTOR 4238740811 2017-11-10 1 CHRISTIAN BENNETT P01902272 4237566133 2017-11-10 50.192.51.169 2017-11-10 12:06:23 ES P 04326DB4141FDF0A9E0D8F797A4B22D1E396F4AE BC9741B6EDABBB6112E0E8A5E6B2A2051A416BDB 2016 2017-02-10 21:41:12Z X JAMES L BUCKY WOLFORD 412 GEORGIA AVE SUITE 200 CHATTANOOGA TN 37403 56038075 0 X N/A X 1969 TN SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS 38 38 0 38 101071 79580 7365623 5170055 0 0 862581 6122154 0 0 8228204 11292209 8406072 7662000 0 0 0 0 0 0 0 1521689 1648621 9927761 9310621 -1699557 1981588 127381980 137301184 4225337 3264300 123156643 134036884 SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA 0 0 7662000 7662000 SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA 7662000 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 X 38 38 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X X HARRIET NEELY CHAMBERS 4234251768 605 OAK STREE DEPT 6806 CHATTANOOGA TN 37403 X JAMES L BUCKY WOLFORD CHAIR 0.50 X X 0 0 0 KIM H WHITE VICE-CHAIR 0.50 X X 0 0 0 JOHN FOY TREASURER 0.50 X X 0 0 0 CORINNE A ALLEN SECRETARY 0.50 X X 0 0 0 FRED DECOSIMO IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 BURWELL B BELL TRUSTEE 0.50 X 0 0 0 MELANIE BLAKE TRUSTEE 0.50 X 0 0 0 ALEXIS BOGO TRUSTEE 0.50 X 0 0 0 DOUGLAS A BROWN TRUSTEE 0.50 X 0 0 0 KARLENE CLARIDY TRUSTEE 0.50 X 0 0 0 CHARLES COFIELD TRUSTEE 0.50 X 0 0 0 NANCY J COLLUM TRUSTEE 0.50 X 0 0 0 MIKE COSTELLO TRUSTEE 0.50 X 0 0 0 ALAN DERTHICK TRUSTEE 0.50 X 0 0 0 BREEGE A FARRELL TRUSTEE 0.50 X 0 0 0 MAX FULLER TRUSTEE 0.50 X 0 0 0 VICKY B GREGG TRUSTEE 0.50 X 0 0 0 MICHAEL J GRIFFIN TRUSTEE 0.50 X 0 0 0 THOMAS C GRISCOM TRUSTEE 0.50 X 0 0 0 ZAN GUERRY TRUSTEE 0.50 X 0 0 0 JOHN H GUTHRIE TRUSTEE 0.50 X 0 0 0 BARBARA HASKEW TRUSTEE 0.50 X 0 0 0 ROBERT C JONES IV TRUSTEE 0.50 X 0 0 0 BILL KILBRIDE TRUSTEE 0.50 X 0 0 0 DONNA LAWRENCE TRUSTEE 0.50 X 0 0 0 F SCOTT LEROY TRUSTEE 0.50 X 0 0 0 SCOTT MACLELLAN TRUSTEE 0.50 X 0 0 0 LADELL MCCULLOUGH TRUSTEE 0.50 X 0 0 0 JOHN H MURPHY TRUSTEE 0.50 X 0 0 0 ASHLEE PATTEN TRUSTEE 0.50 X 0 0 0 SCOTT L PROBASCO III TRUSTEE 0.50 X 0 0 0 CHRIS RAMSEY TRUSTEE 0.50 X 0 0 0 GREG A VITAL TRUSTEE 0.50 X 0 0 0 ANDY WALKER III TRUSTEE 0.50 X 0 0 0 MILLER WELBORN TRUSTEE 0.50 X 0 0 0 JOANN YATES TRUSTEE 0.50 X 0 0 0 STEVE ANGLE EX-OFFICIO 0.50 X X 0 0 0 JOSEPH A DIPIETRO EX-OFFICIO 0.50 X X 0 0 0 MIKE KRAMER TRUSTEE 0.50 X 0 0 0 MITCH PATEL TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 5170055 5170055 1767386 94707 1672679 49100634 44745866 4354768 4354768 6364 4348404 11292209 0 101071 6021083 7662000 7662000 15411 15411 1191494 1191494 58846 58846 100260 100260 13031 13031 BAD DEBT EXPENSE 131397 131397 ATHLETICS DEVELOPMENT S 80513 80513 OTHER TAXES 49909 49909 ADMINISTRATIVE EXPENSE 7760 7760 9310621 7662000 1648621 0 1786653 4110279 2318412 2586169 2367456 1673927 65836651 64731001 54898917 60271565 173891 3928243 127381980 137301184 1671564 761613 2553773 2502687 4225337 3264300 X 54030824 58435540 11187194 11591044 57938625 64010300 123156643 134036884 127381980 137301184 1981588 8898653 0 X X 0 1 X 1 0 X 4643889 6040686 7356978 7365623 5170055 30577231 4643889 6040686 7356978 7365623 5170055 30577231 1783012 28794219 2415674 1223576 1501690 1367277 1672679 8180896 24508 87472 86324 155186 94707 448197 39206324 0.73440 0.71670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 113073537 1637480 14777222 6179667 123308572 120606694 2524162 -4707799 5349520 113073537 116511374 2577920 6364163 4846763 120606694 103048528 1786640 15993292 4317086 116511374 93522605 2347167 13742901 6564145 103048528 0.47000 0.01000 0.52000 0 0 0 LIMITED PARTNERSHIPS & OTHER 60271565 F 60271565 DUE TO UTC 2502687 2502687 X 12832056 8898653 8898653 3933403 7358806 7358806 11292209 9310621 0 9310621 0 9310621 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE VARIOUS PROGAMS SUPPORTED BY THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION FOLLOWS THE STATUTORY REQUIREMENTS FOR ITS INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE FOUNDATION'S NON-TAXABLE STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT RETURN REDUCED BY AMOUNTS DESIGNATED FOR CURRENT OPERATIONS 7,358,806. 1 UNIVERSITY OF TN AT CHATTANOOGA MCCALLIE AVE CHATTANOOGA TN 37403 626001636 170(B)(1)(A)(II) 7662000 TO SUPPORT EXCELLENCE IN HIGHER EDUCATION THROUGH SPECIAL PROJECTS FOR THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA. PART I, LINE 2: THE UNIVERSITY OF CHATTANOOGA FOUNDATION, INC. ADOPTS A BUDGET BY CATEGORY, INCLUDING SCHOLARSHIPS AND FELLOWSHIPS, AUTHORIZING EXPENDITURES OF FUNDS IN EACH APPROVED CATEGORY AND IN THE GROSS AMOUNT AS SO APPROVED. THE DECISION AS TO INDIVIDUALS TO RECEIVE SCHOLARSHIPS, RESEARCH GRANTS, SABBATICAL LEAVE ETC., ARE MADE BY PERSONNEL UNDER SUPERVISION OF THE CHANCELLOR OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA, WHICH IS A PART OF THE UNIVERSITY OF TENNESSEE SYSTEM, AND AS SUCH NOT UNDER THE CONTROL OF UCFI. THE FUNDS ARE PROVIDED FOR A QUALIFIED CHARITABLE PURPOSE AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 170(C). WE ARE CONFIDENT THAT THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA DISBURSES THESE FUNDS TO QUALIFIED RECIPIENTS. FORM 990, PART VI, SECTION A, LINE 2 ZAN GUERRY (TRUSTEE) AND ALEXIS BOGO (TRUSTEE) HAVE A FAMILY RELATIONSHIP. MIKE COSTELLO (TRUSTEE) AND R. FREDERICK DECOSIMO (TRUSTEE) HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MADE AVAILABLE TO THE FULL BOARD TO REVIEW THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BY ANNUAL REVIEW OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC JAMES L. "BUCKY" WOLFORD - 412 GEORGIA AVE., SUITE 200, CHATTANOOGA, TN 37403. KIM H. WHITE - 850 MARKET STREET, SUITE 314, CHATTANOOGA, TN 37402. JOHN FOY - P. O. BOX 48, CHATTANOOGA, TN 37401. CORINNE A. ALLEN - 113 CRANDALL AVE, LOOKOUT MOUNTAIN, TN 37350. FRED DECOSIMO - 629 MARKET STREET, SUITE 100, CHATTANOOGA, TN 37402. BURWELL B. BELL - 8319 MITCHELL MILL RD, OOLTEWAH, TN 37363. MELANIE BLAKE - 979 EAST 3RD ST, STE B-601, CHATTANOOGA, TN 37403. ALEXIS BOGO - 1110 MARKET ST., SUITE 317B, CHATTANOOGA, TN 37402. DOUGLAS A. BROWN - 1 UNION SQUARE, SUITE 100, CHATTANOOGA, TN 37402. KARLENE CLARIDY - P. O. BOX 688, HIXSON, TN 37343. CHARLES COFIELD - P. O. BOX 2686, DALTON, GA 30722-2686. NANCY J. COLLUM - 535 CHESTNUT ST., SUITE 161, CHATTANOOGA, TN 37402. MIKE COSTELLO - 629 MARKET STREET, SUITE 100, CHATTANOOGA, TN 37402. ALAN DERTHICK - 1001 CARTER STREET, CHATTANOOGA, TN 37402. BREEGE A. FARRELL - 1 FOUNTAIN SQUARE-6N655, CHATTANOOGA, TN 37402. MAX FULLER - 4080 JENKINS RD., CHATTANOOGA, TN 37421. VICKY B. GREGG - 191 CHESTNUT ST., #602, CHATTANOOGA, TN 37402. MICHAEL J. GRIFFIN - 3870 KEITH STREET, N.W., CLEVELAND, TN 37312. THOMAS C. GRISCOM - 540 WHITEHALL RD., CHATTANOOGA, TN 37405. ZAN GUERRY - 1110 MARKET ST., SUITE 317B, CHATTANOOGA, TN 37402. JOHN H. GUTHRIE - 2554 CRESTWOOD DR., CHATTANOOGA, TN 37415. BARBARA HASKEW - 1116 CUMBERLAND RD, CHATTANOOGA, TN 37419. ROBERT C. JONES, IV - 1207 ALADDIN ROAD, LOOKOUT MOUNTAIN, GA 30750. BILL KILBRIDE - 811 BROAD ST., SUITE 100, CHATTANOOGA, TN 37402. DONNA LAWRENCE - 9064 GULL LANE, OOLTEWAH, TN 37363. F. SCOTT LEROY - 920 MCCALLIE AVE., CHATTANOOGA, TN 37403. SCOTT MACLELLAN - 820 BROAD ST., SUITE 300, CHATTANOOGA, TN 37402. LADELL MCCULLOUGH - 1200 MARKET STREET, CHATTANOOGA, TN 37402. JOHN H. MURPHY - 829 NORTH BRAGG AVE., LOOKOUT MOUNTAIN, TN 37350. ASHLEE PATTEN - 832 GEORGIA AVE., SUITE 360, CHATTANOOGA, TN 37402. SCOTT L. PROBASCO, III - 1 UNION SQUARE, SUITE 300, CHATTANOOGA, TN 37402. CHRIS RAMSEY - 2953 OLD BRITAIN CIRCLE, CHATTANOOGA, TN 37421. GREG A. VITAL - P.O. BOX 249, 8325 HIGHWAY 60, GEORGETOWN, TN 37336. ANDY WALKER, III - 2905 BLUE TEAL LANE, SIGNAL MOUNTAIN, TN 37377. MILLER WELBORN - 103 ROBIN HOOD TRL, LOOKOUT MOUNTAIN, TN 37350. JOANN YATES - P.O. BOX 408, LOOKOUT MOUNTAIN, TN 37350. STEVE ANGLE - 615 MCCALLIE AVE., DEPT. 5605, CHATTANOOGA, TN 37403. JOSEPH A. DIPIETRO - 831 ANDY HOLT TOWER, KNOXVILLE, TN 37996. MIKE KRAMER - 531 BROAD STREET, CHATTANOOGA, TN 37402. MITCH PATEL - 411 BROAD STREET, CHATTANOOGA, TN 37402. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CAMPUS DEVELOPMENT FOUNDATION INC 605 OAK STREE DEPT 6806 CHATTANOOGA TN 37403 621819831 PROVIDES HOUSING TO STUDENTS AT THE UNIVERSITY OF TENNESSEE CHATTANOOGA. TN 501(C)(3) 11A UNIVERSITY OF TENNESSEE AT CHATTANOOGA 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAMPUS DEVELOPMENT FOUNDATION D 1673927 U.S. CURRENCY