2014-02-17T09:16:03-06:00 2013-06-30 BROWN JAKE & MCDANIEL PC 2607 KINGSTON PIKE SUITE 110 KNOXVILLE TN 379193336 990 2012-07-01 621844686 THE UNIVERSITY OF TENNESSEE FOUNDATION INC UNIV 8659741558 600 HENLEY STREET UT CONFERENCE CT ROOM/SUITE 100 KNOXVILLE TN 379964101 LISA TAYLOR 8659741558 2014-02-17 true JAMES E BOOHER CPA 8656378600 2014-02-17 2012 2015-11-30 17:44:51Z JOHNNIE RAY PRESIDENT 600 HENLEY STREET UT CONFERENCE CT KNOXVILLE TN 379964101 91696586 false X WWW.UTFI.ORG X 2001 TN THE FOUNDATION ENRICHES THE LIVES OF THE STUDENTS, FACULTY, STAFF, ALUMNI AND FRIENDS OF THE UNIVERSITY OF TENNESSEE THROUGH ALUMNI ENGAGEMENT, FINANCIAL STEWARDSHIP AND PRIVATE GIFT SUPPORT. 19 19 220 2700 0 55989921 66317817 0 1818563 2239349 23472143 23139420 81280627 91696586 35917587 7243473 0 17797020 29432147 0 0 4313113 33191629 58027720 69867249 23252907 21829337 144596709 204176284 2578835 38205826 142017874 165970458 THE FOUNDATION ENRICHES THE LIVES OF THE STUDENTS, FACULTY, STAFF, ALUMNI AND FRIENDS OF THE UNIVERSITY OF TENNESSEE THROUGH ALUMNI ENGAGEMENT, FINANCIAL STEWARDSHIP AND PRIVATE GIFT SUPPORT. false false 46936451 7243473 TO COMPLY WITH DONOR STIPULATIONS, EARNINGS FROM INVESTED ENDOWMENT FUNDS WERE TRANSFERRED TO THE UNIVERSITY OF TENNESSEE. THE EARNINGS WILL BE USED FOR SCHOLARSHIPS, FELLOWSHIPS, LIBRARIES, RESEARCH, AND OTHER ACADEMIC RELATED PURPOSES. ALSO, AMOUNTS FUNDED BY RESTRICTED GIFTS FROM DONORS WERE PAID TO THE UNIVERSITY TO COVER THE COSTS OF CONSTRUCTION, RENOVATIONS AND VARIOUS OTHER PROJECTS. 46936451 true true false false false false false true false true false true false false true true true true false false false false false false false false false true false true false false false false false false false false true false false false true false false false false true 19 0 220 true false false false false false true true true 5 false false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false TN X LISA TAYLOR 8659748926 600 HENLEY STREET CT 100 KNOXVILLE TN 37996 JOHNNIE D RAY 40.00 X X 299070 0 46529 KING W ROGERS III 0.50 X 0 0 0 M STEVEN MORRIS 0.50 X 0 0 0 KENNETH E BLACKBURN II 0.50 X 0 0 0 WILLIAM L BLANKENSHIP 0.50 X 0 0 0 DR JOE DIPIETRO 0.50 X 0 0 0 SPRUELL DRIVER JR 0.50 X 0 0 0 SANDRA H FANCHER 0.50 X 0 0 0 DEE BAGWELL HASLAM 0.50 X 0 0 0 DOUGLAS A HORNE 0.50 X 0 0 0 DR ROBERT J KAPLAN 0.50 X 0 0 0 CHRISTOPHER L LAPORTE 0.50 X 0 0 0 BRENDA G LAWSON 0.50 X 0 0 0 ANDREA J LOUGHRY 0.50 X 0 0 0 LARRY B MARTIN 0.50 X 0 0 0 MINTHA E ROACH 0.50 X 0 0 0 DR STEVEN SCHWAB 0.50 X 0 0 0 RONALD L TURNER 0.50 X 0 0 0 CHARLES E WHARTON 0.50 X 0 0 0 KIM HUDSON WHITE 0.50 X 0 0 0 DR JAN R WILLIAMS 0.50 X 0 0 0 LOFTON K STUART JR 40.00 X 175628 0 61846 KATHRYN M DOOLEY 40.00 X 53264 0 10607 LISA N TAYLOR 40.00 X 5977 0 988 SCOTT A RABENOLD 40.00 X 230195 0 53017 RANDY L FARMER 40.00 X 214886 0 58059 WILLIAM R BRYANTJR 40.00 X 194176 0 56381 WOODROW M HENDERSON 40.00 X 181437 0 50331 BETHANY K GOOLSBY 40.00 X 156456 0 30769 JAMES F OBEAR 40.00 X 134640 0 40568 DOROTHY B BRYSON 40.00 X 133998 0 23926 KRISTOPHER R PHILLIPS 40.00 X 128359 0 39283 PATRICIA G BRANAM 40.00 X 113785 0 36700 ROBERT E LYON 40.00 X 106544 0 0 BRUCE O DOWNSBROUGH 40.00 X 198623 0 38920 JAMES R MAPLES 2.00 X 173325 0 69165 2500363 617089 14 true true false 66317817 4768567 66317817 2239349 2239349 CONTRACT WITH UT 22936152 22936152 BOAT HOUSE RENT 111721 111721 CONTRACT WITH UTC 67547 67547 24000 24000 23139420 91696586 25378769 X 7243473 7243473 2564689 2564689 21995925 10476846 11519079 1888735 201599 1687136 1872466 317271 1555195 1110332 148222 962110 8003397 6783011 1220386 599801 177035 422766 2722563 2722563 1645082 731841 913241 CAPITAL PROJECTS 10759967 10759967 OTHER 5558820 4597627 961193 SUPPLIES 3329108 2555628 773480 PRINTING 572891 221368 351523 69867249 46936451 22930798 0 5803866 11233109 53763602 74453238 593723 2400 4836 17215000 40232618 110546991 26983064 7940546 144596709 204176284 277908 755582 166698 150148 2134229 37300096 2578835 38205826 X 2223873 7111988 74220096 78282505 65573905 80575965 142017874 165970458 144596709 204176284 21829337 2178804 -55557 X false true X true false X 15199565 27028477 15816041 55989921 66317817 180351821 15199565 27028477 15816041 55989921 66317817 180351821 4223678 176128143 1080926 1376254 1663830 1818563 2239349 8178922 170936 182939 153987 23472143 23139420 47119425 235650168 0.74740 0.75360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 151055 false 38009341 39872210 4608353 1876013 80730632 31691003 8285079 -584539 1382202 38009341 21228895 6930538 4417426 1323528 31691003 14490933 6023995 1772819 1058852 21228895 14833349 4067595 -3028584 1381427 14490933 1.00000 false false INVESTMENTS-SUNTRUST BANK 56319510 F UT INVESTMENT POOL 50560381 F FIRST TENNESSEE TRUST 2308134 F ENDOWMENT HELD @ FIDELITY 858200 F INVESTMENTS - UNRESTRICTED 500766 F 110546991 DUE TO UT 34785236 ACCRUED ANNUAL LEAVE 1381255 ANNUITY PAYABLE 1133605 37300096 X 93819833 2178804 -55557 2123247 91696586 91696586 69867249 69867249 69867249 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTENDED USE OF THE ENDOWMENT FUND IS TO BENEFIT THE UNIVERSITY OF TENNESSEE FOR VARIOUS DONOR RESTRICTED PURPOSES. LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X THE FOUNDATION FOLLWS THE PROVISIONS OF FASB ASC 740-10-25. UNDER THIS STANDARD, AN ORGANIZATION MUST RECOGNIZE THAT TAX BENEFIT ASSOCIATED WITH TAX TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE IMPLEMENTATION OF THIS STANDARD HAS NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT WILL NOT RECOGNIZE ANY LIABILITIY FOR UNRECOGNIZED TAX BENEFITS. NO INTEREST OR PENALTIES WERE ACCRUED AS A RESULT OF THE ADOPTION OF THIS STANDARD. FOR THE YEAR ENDED JUNE 30, 2013, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN ITS FINANCIAL STATEMENTS. REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF REMAINDER INTEREST -55,557 false THE UNIVERSITY OF TENNESSEE 301 ANDY HOLT TOWER KNOXVILLE TN 37996 626001636 7243473 EDUCATIONAL 1 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 THE FOUNDATION REIMBURSES THE UNIVERSITY AFTER THE DONOR REQUIREMENTS ARE MET. false false false false false false false false false JOHNNIE D RAY 299070 46529 345599 LOFTON K STUART JR 175628 61846 237474 SCOTT A RABENOLD 230195 53017 283212 RANDY L FARMER 214886 58059 272945 WILLIAM R BRYANTJR 194176 56381 250557 WOODROW M HENDERSON 181437 50331 231768 BETHANY K GOOLSBY 156456 30769 187225 JAMES F OBEAR 134640 40568 175208 DOROTHY B BRYSON 133998 23926 157924 KRISTOPHER R PHILLIPS 128359 39283 167642 PATRICIA G BRANAM 113785 36700 150485 BRUCE O DOWNSBROUGH 198623 38920 237543 JAMES R MAPLES 173325 69165 242490 X 126 4236967 HIGH/LOW STOCK PRICE AVE X 2 181600 APPRAISAL X 1 350000 APPRAISAL 3 false true true THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS SCHEDULE M, PAGE 1, PART I, LINE 32B REALTORS ARE USED TO LIST AND SELL THE REAL ESTATE GIFTS RECEIVED. STOCK BROKERS ARE USED TO SELL STOCK RECEIVED. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED FIRST BY THE AUDIT COMMITTEE, THEN THE FULL BOARD REVIEWS THE FORM. ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C ALL BOARD MEMBERS PROVIDE SIGNED STATEMENTS REGARDING THEIR KNOWLEDGE OF THE CONFLICT OF INTEREST POLICY AND IF A CONFLICT ARISES, DISCUSS IN ADVANCE OF ANY DECISIONS REGARDING THE CONFLICT. COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE FOUNDATION FOLLOWS THE UNIVERSITY OF TENNESSEE PERSONNEL POLICY. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B OFFICER COMPENSATION IS SET BY THE BOARD ON RECOMMENDATION OF THE CEO PURSUANT THE FOUNDATION COMPENSATION POLICY AND BYLAWS. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 IF REQUESTED, HARD COPIES OF DOCUMENTS ARE PROVIDED AT THE FOUNDATION'S OFFICE. OTHER FEES FOR SERVICES FORM 990, PART IX, LINE 11G LEGAL & PROFESSIONAL 6,190,013 586,809 0 OTHER 592,998 633,577 0 RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF REMAINDER INTEREST -55,557 SIXTH AVENUE WAREHOUSE LLC 600 HENLEY ST UT CONFERENCE CT 100 KNOXVILLE TN 379964101 REAL EST. TN N/A