2026-05-13T18:22:23+00:00 2025-06-30 580692043 Mauldin & Jenkins LLC 200 Galleria Parkway Suite 1700 Atlanta GA 30339 990 2024-07-01 586056464 University of West Georgia Foundation Inc UNIV 6788396447 1601 Maple Street Carrollton GA 30118 GARY KINARD Chair 6788396447 2026-05-13 true Melissa Seward P02145103 7709558600 2026-05-11 2024 2025-03-06 01:10:19Z X GARY KINARD 1601 Maple Street Carrollton GA 30118 10536499 false X WESTGA.EDU/GIVE/ABOUT-UWG-FOUNDATION.PHP X 1967 GA The University of West Georgia Foundation, INC. and subsidiaries have the following program missions: 1 - Student scholarships and support 2 - Programmatic and institutional support 3 - Student housing support 21 21 13 52 0 2927787 5602964 1814750 1658857 2255994 3209832 217385 -192592 7215916 10279061 4591893 8115861 0 0 0 0 237041 1523024 2176729 6114917 10292590 1100999 -13529 98987761 100853502 30912365 29741076 68075396 71112426 It is the mission of the university of West Georgia Foundation, INC. To support the University of West Georgia in its mission to provide excellent higher education to it constituencies. false false 4276787 3519955 1553402 The University of West Georgia foundation provides student housing on campus for University of West Georgia students. 2917629 2917629 105455 The University of West Georgia Foundation raises philanthropic dollars to fund departmental, programmatic and institutional support at the University of West Georgia. 1678277 1678277 The University of West Georgia Foundation raises philanthropic dollars to fund merit and/or needs-based scholarships for University of West Georgia students as well as numerous departmental, scholastic awards. 8872693 true true false false false false false false false true true false true false true true false true false false false false false false true false false true true true true false false false false false false false false false false true false false false true true false false false false true X 27 0 true 13 true false false false false false true true false false false false false false X 21 21 false false false false false false false true true false true true true true true true true true false false false false CA CO GA IL ME AK MD NH NY OH AR X X THE ORGANIZATION 6788394161 1601 MAPLE STREET CARROLLTON GA 30118 Mr David R Edwards Trustee/Treasurer 0.2 X X 0 0 0 Mr Gary Kinard Trustee/Chair 0.2 X X 0 0 0 Mr Josh Chapman Trustee/Vice Chair 0.2 X X 0 0 0 Ms Ann Newman Trustee/Past Chair 0.2 X X 0 0 0 Ms Honey Shackelford Trustee/Secretary 0.2 X X 0 0 0 Dr Jason Thogmartim Trustee 0.2 X 0 0 0 Dr Richard Ingle Trustee 0.1 X 0 0 0 Mr David Dennis Trustee 0.1 X 0 0 0 Mr David Ware Trustee 0.1 X 0 0 0 Mr Gerald Kemp Trustee 0.1 X 0 0 0 Mr Jim Gill Life time Member 0.1 X 0 0 0 Mr John Paulk III Trustee 0.1 X 0 0 0 Mr Michael Stone Trustee 0.1 X 0 0 0 Mr Scott Kauffman Trustee 0.2 X 0 0 0 Mr William Andrew Johnson Trustee 0.1 X 0 0 0 Mr Zach Steed Trustee 0.1 X 0 0 0 Mrs Amanda Lucey Trustee 0.1 X 0 0 0 Mrs Vicki Kaiser Trustee 0.1 X 0 0 0 Ms Christa L Pitts Trustee 0.2 X 0 0 0 Ms Mary Tritt Trustee 0.1 X 0 0 0 Ms Tonya Byrd Trustee 0.1 X 0 0 0 Allyson Bretch CEO, incoming 2.0 X 8038 0 1664 Dan Stephens CFO UWG Foundations 16.0 X 53431 0 9226 Dr Meredith Brunen CEO, outgoing 2.0 X 3954 0 742 65423 0 11632 0 false false true Comdata 5301 Maryland Way Brentwood TN 37027 Transportation Services 222845 1 151275 5451689 247313 5602964 INTEREST ON LEASING 532000 1060215 1060215 LEASING INCOME 532000 493187 493187 ALUMNI TRAVEL PROGRAM 900099 105197 105197 ALL OTHER PROGRAM INCOME 900099 258 258 0 0 0 0 1658857 1725088 1725088 0 0 1484744 1484744 0 1484744 1484744 46420 151275 257438 -211018 -211018 3254 3254 3254 INSURANCE PROCEEDS 900099 15172 15172 0 0 0 0 15172 10279061 1658857 0 3017240 7935920 7935920 179941 179941 41451 41451 111581 111581 186330 0 50522 135808 62468 46250 16218 16170 16170 16211 9446 6765 38812 79 38733 756832 756832 19337 19337 BAD DEBT 860003 860003 RECOGNITION AND AWARDS 26214 1718 24496 MEALS AND ENTERTAINMENT 25857 13957 11900 MEMBERSHIP AND DUES 5149 3439 1710 10314 0 8903 1411 10292590 8872693 1182856 237041 1427241 2412635 6545781 3936349 42625 2236786 0 0 0 0 21067 3274 329190 329190 0 0 55772309 62385402 0 27688244 25130727 7490494 4748329 98987761 100853502 643752 1980273 15700 2050 28444473 25850506 0 0 1808440 1908247 30912365 29741076 X 11604927 9679313 56470469 61433113 68075396 71112426 98987761 100853502 X -13529 3053538 -2979 X X false true true false X 2413826 4671723 14059888 2927787 5602964 29676188 0 1147641 1183291 995117 1046018 771806 5143873 3561467 5855014 15055005 3973805 6374770 34820061 11686108 23133953 430951 567577 1100130 1562948 1725088 5386694 0 109049 31313 1324160 378597 15172 1858291 42065046 9680489 0.54996 0.54369 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - INSURANCE PROCEEDS, COLUMN A - 46715.0, COLUMN B - 31313.0, COLUMN C - 1324160.0, COLUMN D - 378597.0, COLUMN E - 15172.0, COLUMN F - 1795957.0; DESCRIPTION - MISCELLANEOUS, COLUMN A - 62334.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 62334.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47773116 3005810 4981293 1681834 54078385 40914285 3619899 4497225 1258293 47773116 36331443 2928848 3385622 1731628 40914285 41072359 1189303 -4959349 970870 36331443 30824563 1183815 10070557 1006576 41072359 0.0963 0.6531 0.2506 true false 329190 329190 0 0 NET INVESTMENTS IN DIRECT FINANCING LEASES 25130727 C 25130727 Federal Income Taxes GIFT ANNUITY PAYABLE 120422 FUNDS HELD ON BEHALF OF ATHLETIC FNDN 1184924 ACCRUED INTEREST PAYABLE 602901 1908247 X 14296873 3053538 821396 -2979 3871955 10424918 111581 -257438 -145857 10279061 11259843 821396 257438 1078834 10181009 111581 0 111581 10292590 Schedule D, Part X AGENCY RELATIONSHIP: THE PHILANTHROPIC FOUNDATION ACTS AS AGENT ON BEHALF OF THE ATHLETIC FOUNDATION. IN CERTAIN INSTANCES, THE PHILANTHROPIC FOUNDATION COLLECTS CASH FUNDS FROM THE ATHLETIC FOUNDATION TO PAY SCHOLARSHIP EXPENSES AND OTHER OPERATING COSTS ON THEIR BEHALF. IN 2025 AND 2024, THE PHILANTHROPIC FOUNDATION INVESTED MONEY ON BEHALF OF THE ATHLETIC FOUNDATION. AT JUNE 30, 2025 AND 2024, THE RELATED INVESTMENT BALANCE HELD FOR THE ATHLETIC FOUNDATION WAS $1,184,924 AND $1,042,229, RESPECTIVELY. THE PHILANTHROPIC FOUNDATION CHARGES AN ADMINISTRATIVE FEE OF 1.25% TO SUPPORT UNRESTRICTED ACTIVITIES ON THESE BALANCES THAT TOTALED $7,946 AND $13,866 FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, RESPECTIVELY, AND WERE ELIMINATED ON THE ACCOMPANYING COMBINED STATEMENTS OF ACTIVITIES. Schedule D, Part V, Line 4 Intended uses of endowment funds The University of West Georgia Foundation exists to support academic excellence at the University of West Georgia in terms of student, faculty, and program success. Endowed gifts received by the University of west Georgia Foundation are used to establish student scholarships, academic programs support, foundation operations support, and other priorities of the institution. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The foundation qualifies as a tax-exempt organization as described in internal revenue code section 501(c)(3) and has been classified by the internal revenue service as a publicly supported organization and not as a private foundation. However, income from certain activities not directly related to the foundation's tax-exempt purpose is subject to taxation as unrelated business income. 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 tax-exempt status would not have a material effect on the foundation's consolidated financial statements. There is no uncertain tax liabilities recorded as of 06/30/2025. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Change in Split Interest - -2979 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Fundraising Event Expense - -257438 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising Event Expenses - 257438 GALA 161775 128150 33625 115804 105940 LIVE ART 26600 18740 7860 27185 82 2 9320 4385 4935 8427 197695 151275 46420 151416 106022 257438 -211018 true University of West Georgia 1601 Maple Street Carrollton GA 30118 586002055 State University 1556355 Student scholarships University of West Georgia 1601 Maple Street Carrollton GA 30118 586002055 State University 2532324 Programtic & institutional support University of West Georgia 1601 Maple Street Carrollton GA 30118 586002055 State University 276036 Faculty & staff support University of West Georgia 1601 Maple Street Carrollton GA 30118 586002055 State University 0 1509596 Book Equipment Furniture, fixtures, & minor equipment University of West Georgia 1601 Maple Street Carrollton GA 30118 586002055 State University 2010359 Student housing improvements Elevate Douglas Economic Development Corporation Inc 8512 Bowden Street Douglasville GA 30134 844160312 501(C)(3) 20000 OPERATIONAL SUPPORT Carroll County Economic Development Foundation 200 Northside Drive Carrollton GA 30117 582589709 501(C)(3) 25000 OPERATIONAL SUPPORT Carroll County Chamber of Commerce 200 Northside Drive Carrollton GA 30117 580654992 501(C)(3) 6250 OPERATIONAL SUPPORT 3 1 UNIVERSITY EMPLOYEE FINANCIAL ASSISTANCE 143 131436 VISITING SCHOLARS, ARTISTS, & OTHERS 27 48505 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds UWG budget managers and/or department assistants are responsible for management of their respective foundation program and/or department projects (a grant would be assigned to a project ID). These individuals are given reporting only privileges for their specific projects. They pull the project financial report for the project(s) in question to obtain information about contributions, revenues and expenses for whatever specified period they have entered. They are preparing the post-grant award reports and filings. Endowed and annual scholarship projects are monitored by the foundation's scholarship coordinator who verifies that all recipients meet the donor agreement award criteria with every payout. false false false false false false false false false FORM 990, PART VII THE UNIVERSITY OF WEST GEORGIA FOUNDATION DOES NOT HAVE ANY W-2 EMPLOYEES. ALL PERSONNEL ASSOCIATED WITH THE FOUNDATION ARE EMPLOYED BY THE UNIVERSITY OF WEST GEORGIA, EIN 58-6002055, AN UNRELATED ORGANIZATION. UNIVERSITY EMPLOYEES WORKING FOR THE FOUNDATION HAVE THEIR COMPENSATED SERVICES DONATED TO THE FOUNDATION BY THE UNIVERSITY. DR. MEREDITH BRUNEN, CEO - outgoing, SPENDS 5% OF HER TIME WITH THE UWG FOUNDATION AND RECEIVED $4,696 OF COMPENSATION AND BENEFITS FROM THE UNIVERSITY OF WEST GEORGIA, FOR SERVICES PROVIDED TO UWG FOUNDATION. ALLYSON BRETCH, CEO - INCOMING, SPENDS 5% OF HER TIME WITH THE UWG FOUNDATION AND RECEIVED $9,702 OF COMPENSATION AND BENEFITS FROM THE UNIVERSITY OF WEST GEORGIA, FOR SERVICES PROVIDED TO UWG FOUNDATION. DAN STEPHENS, CFO OF UWG FOUNDATIONS, SPENDS 40% OF HIS TIME WITH THE UWG FOUNDATION AND RECEIVED $62,657 OF COMPENSATION AND BENEFITS FROM THE UNIVERSITY OF WEST GEORGIA, FOR SERVICES PROVIDED TO THE UWG FOUNDATION. A Carrollton Payroll Development - AKA UWG HOUSING 521375132 145339NE3 2019-03-14 39688213 Student Housing false false false A 9715000 39688213 39004905 683308 2019 true false true true A true false false false false false 0 0 0.0 false false 0 false true A false false false true false false 0 false false false 0 false false true A false Schedule K, Part IV, Line 2c COLUMN A Issuer name: Carrollton Payroll Development - A/K/A UWG HOUSING The calculation for computing no rebate due was performed on 06/30/2019 3 53141 Market value X Equipment/Supplies 18 181369 Market value X Auction Items 12 12803 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of contributors Other - Equipment/Supplies Number of contributors Other - Auction Items Number of contributors Form 990, Part V, Line 2a The University of West Georgia, (the "university") EIN 58-6002055, an unrelated organization, is the paymaster for all University of West Georgia foundation, (the "foundation") employees. Thirteen individuals provided full and part-time services to the foundation. The university donates salaries and benefits for all individuals. For the year ended June 30, 2025 donated salaries and benefits totaled $716,395. Form 990, Part VI, Line 11b Review of form 990 by governing body The draft form 990 is presented to the audit & accounting committee of the University of West Georgia Foundation board of trustees for initial review. If there are any edits or corrections requested, they are made and represented to the committee. Once the committee approves, the form 990 is presented to the full board of trustees for review and approval. Copies of the draft form 990 are made available on the electronic board meeting portal as well as on paper. Form 990, Part VI, Line 12c Conflict of interest policy Annual conflict of interest forms are required to be completed by trustees. Any trustee refraining from voting on a particular matter pursuant to bylaw provisions will also recuse himself or herself from discussions or deliberations on the matter. Conflict of interest form are distributed to University of West Georgia Foundation Inc. board of trustees annually. These are reviewed annually by members of the audit & accounting committee. Form 990, Part VI, Line 19 Required documents available to the public The University of West Georgia Foundation, Inc. Makes its governing documents and financial statements are available via our website at any time, and also mailed if requested. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN SPLIT INTEREST VALUE - -2979; Total - -2979; Form 990, Part XII, Line 2c Change of oversight process or selection process No changes have been made to the auditor selection process or financial statement oversight process. UWG HOUSING LLC (FKA EVERGREEN COMPLEX LLC) 1601 MAPLE STREET CARROLLTON GA 30118 REAL ESTATE LESSORS GA 1708662 30311890 UNIVERSITY OF WEST GEORGIA FOUNDATION INC Split-Interest Trusts (2) 1601 Maple Street Carrollton GA 30118 Trust GA Trust false