2024-03-15T17:07:15-05:00 2023-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2022-07-01 586034031 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEOR 9124785519 PO BOX 8053 STATESBORO GA 30460 TRIP C ADDISON PRESIDENT 9124785519 2024-03-15 1 TRIP ADDISON XXX-XX-XXXX 1 MARY JO ALEXANDER P00002534 7709558600 2024-03-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRIP C ADDISON PO BOX 8053 STATESBORO GA 30460 23998917 0 X HTTPS://ADVANCEMENT/GEORGIASOUTHERN.EDU/FOUNDATIO 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. 24 23 38 100 13911 0 8315437 8385818 0 0 23432676 3266162 66616 4886 31814729 11656866 4359299 6022757 0 0 0 0 142951 126514 1041595 3510635 3766473 8012885 9915744 23801844 1741122 116910714 127070383 602348 702346 116308366 126368037 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 7730993 6022757 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. 7730993 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 X 66 0 1 38 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 0 0 0 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 MR TRIP C ADDISON PRESIDENT 40.00 X X 229731 0 39292 MR MICHAEL R SANDERS CHAIR 1.00 X X 0 0 0 MRS DANA A POTTS TREASURER 1.00 X X 0 0 0 MR RICHARD TIMOTHY EVANS JR SECRETARY 1.00 X X 0 0 0 MR WILLIAM R HICKMAN JR IMMEDIATE PAST CHAIR 1.00 X 0 0 0 DR DON AARON JR BOARD MEMBER 1.00 X 0 0 0 MS ELLEN BOLCH BOARD MEMBER 1.00 X 0 0 0 MR DAVID H BROOKER BOARD MEMBER 1.00 X 0 0 0 DR HARRY CARTER BOARD MEMBER 1.00 X 0 0 0 DR KELLEY CHESTER BOARD MEMBER 1.00 X 0 0 0 MR BILL CRIDER BOARD MEMBER 1.00 X 0 0 0 MR DAVID R EDWARDS BOARD MEMBER 1.00 X 0 0 0 CHRISTIAN FLATHMAN 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 DR JOHN T HODGES BOARD MEMBER 1.00 X 0 0 0 MR ERIC JOHNSON BOARD MEMBER 1.00 X 0 0 0 MR RONNY JUST BOARD MEMBER 1.00 X 0 0 0 DEBORAH NELSON BOARD MEMBER 1.00 X 0 0 0 KASH TRIVEDI BOARD MEMBER 1.00 X 0 0 0 MR DAVID PADDISON BOARD MEMBER 1.00 X 0 0 0 MR STEPHEN MILNER BOARD MEMBER 1.00 X 0 0 0 MS SHARON PONDER BOARD MEMBER 1.00 X 0 0 0 MR JAMES A VAN EPPS BOARD MEMBER 1.00 X 0 0 0 CRAIG BROWN CFO 40.00 X 123925 0 21794 JULIE GERBSCH EXECUTIVE DIRECTOR DEVELOP 40.00 X 174253 0 15960 527909 0 77046 3 0 1 1 ALEXANDER HAAS 3520 PIEDMONT RD NE SUITE 450 ATLANTA GA 30305 FUNDRAISING CONSULTING 104911 1 130073 8255745 490618 8385818 2513096 13911 2499185 70777 70777 12967700 12214634 753066 753066 753066 8610 130073 127417 -118807 -118807 2285 0 2285 2285 REFUNDS, REIMBURSEMENTS, ETC. 900099 50631 50631 50631 11656866 0 13911 3257137 6022757 6022757 5126 655 2782 1689 29600 29600 126514 126514 749037 749037 330237 126467 169305 34465 46013 24970 792 20251 385245 222531 5582 157132 157894 157824 70 474008 307988 14684 151336 413388 268600 12806 131982 33581 33581 43506 39548 3958 38552 12674 25529 349 UBIT 1809 1809 PROMOTION, CULTIVATION 558514 372235 11810 174469 SUPPLIES AND EQUIPMENT 174945 1219 173726 RECOGNITION AND ACHIEVE 106975 60945 321 45709 218043 80218 117880 19945 9915744 7730993 1143156 1041595 266062 357827 4085478 5518388 158068 1864599 393879 1514226 1470720 30567434 41043763 76402179 73487632 3917267 5192053 116910714 127070383 602348 702346 602348 702346 X 8415079 8619067 107893287 117748970 116308366 126368037 116910714 127070383 1741122 5818549 2500000 0 X X 0 1 X 1 0 X 10870626 4068017 10775129 8315437 8385818 42415027 3078739 3097517 2732002 2686400 11594658 13949365 7165534 13507131 11001837 8385818 54009685 7164065 46845620 1887307 2111228 1611055 2977415 2583873 11170878 5381 113319 13911 132611 103964 17729 11723 50292 50631 234339 65547513 0.71470 0.72640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUNDS REIMBURSEMENTS ETC - 2018 AMOUNT: $ 103,964. 2019 AMOUNT: $ 17,729. 2020 AMOUNT: $ 11,723. 2021 AMOUNT: $ 50,292. 2022 AMOUNT: $ 50,631. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87933188 2943038 6335930 1354948 805350 780846 94271012 89450371 3773842 -2868037 1054528 573164 795296 87933188 67120492 4064405 20458581 1070596 526521 595990 89450371 56323734 705532 -447768 1063778 -12213233 610461 67120492 49746616 6488517 1823564 1288358 -16890 463495 56323734 0.00000 0.66450 0.33550 0 0 890860 890860 973739 393879 579860 1470720 HEDGE FUNDS 15500243 F PRIVATE EQUITY & PARTNERSHIP FUNDS 42050550 F FIXED INCOME FUNDS 15936839 F 73487632 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 ALEXANDER HAAS - FUNDRAISING COUNSEL 3520 PIEDMONT RD NE ATLANTA GA 30305 DIRECT MAIL SOLICITATION 0 0 126514 -126514 126514 -126514 GA PCOB GALA 108170 103193 4977 10067 66899 2341 250 31573 CEIT ANNUAL GOLF TOURNAMENT 22950 21384 1566 1040 1866 6808 3556 1 7563 5496 2067 161 2332 524 138683 130073 8610 11107 68926 11481 250 35653 127417 -118807 1 GEORGIA SOUTHERN UNIVERSITY PO BOX 8129 STATESBORO GA 30460 586002059 5674488 348269 FMV VEHICLES 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 225981 0 0 0 3750 0 21852 0 17440 0 269023 0 0 0 JULIE GERBSCH EXECUTIVE DIRECTOR DEVELOP 170503 0 0 0 3750 0 15764 0 196 0 190213 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: TRIP ADDISON $269,024 JULIE GERBSCH 190,213 CRAIG BROWN 145,720 X 18000 APPRAISAL X 5 123499 AVG OF HI/LO STK PRICE X EQUIPMENT AND SUPPLIES 9 337910 RETAIL VALUE X AUCTION ITEMS 13 11209 FMV 1 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS. PART I, LINE 32B: STOCK GIFTS ARE MONETIZED BY MERRILL LYNCH. 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. THERE WERE 29 EMPLOYEES THAT WORKED FULL OR PART-TIME FOR GEORGIA SOUTHERN UNIVERSITY FOUNDATION AND WERE COMPENSATED BY 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 XII LINE 2 THERE HAS BEEN NO CHANGE IN THE AUDIT FIRM. THE PROCESS FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED. GEORGIA SOUTHERN UNIVERSITY FOUNDATION REAL ESTATE LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 0 2393 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 148563 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 820788 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEORGIA SOUTHERN UNIVERSITY FOUNDATION GUYTON REAL ESTATE LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 0 495222 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC