2025-07-15T08:47:33-05:00 2024-09-30 PWC US TAX LLP 655 NEW YORK AVE NW STE 1100 WASHINGTON DC 20001 990 2023-10-01 630803491 THE UNIVERSITY FOUNDATION % STAN ACKER UNIV 2053487879 500 UNIVERSITY BOULEVARD EAST TUSCALOOSA AL 35401 MARK FOLEY SECRETARY 2053487879 2025-07-14 true true MICHAEL D HOFFMAN P01345551 2024141000 2025-07-07 2023 2025-03-06 01:10:19Z SID J TRANT 500 UNIVERSITY BOULEVARD EAST TUSCALOOSA AL 35401 415524 false X N/A X 1980 AL TO ASSIST AND AID THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA IN FULFILLING ITS EDUCATIONAL, RESEARCH, AND PUBLIC SERVICE PROGRAMS AND ACTIVITIES. 4 2 0 3 0 0 382578 385775 0 0 27480 29749 0 0 410058 415524 0 0 0 0 0 0 0 0 0 708172 486294 708172 486294 -298114 -70770 1425703 1521687 65026 24485 1360677 1497202 THE UNIVERSITY FOUNDATION IS ORGANIZED TO ASSIST AND AID THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA IN FULFILLING ITS EDUCATIONAL, RESEARCH, AND PUBLIC SERVICE PROGRAMS AND ACTIVITIES. false false 362259 0 0 EXPENSES INCURRED BY BOARD MEMBERS, SENIOR STAFF OR OTHER SYSTEM OFFICE OR CAMPUS STAFF, AND SUPPORTERS OF THE UA SYSTEM FOR ACTIVITIES THAT ARE OFFICIAL OR CEREMONIAL FUNCTIONS OF THE UNIVERSITY SYSTEM. 362259 true true false true false false false false false false false true false false false false true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 4 2 false true false false false false false true false false false false true true true false false false X STAN ACKER 2053487879 500 UNIVERSITY BOULEVARD EAST TUSCALOOSA AL 35401 FINIS E ST JOHN IV FORMER PRESIDENT/DIRECTOR 0.0 43.25 X 0 1119003 129057 SID J TRANT PRESIDENT/DIRECTOR 1.0 40.0 X X 0 618949 77735 MARK D FOLEY SECRETARY/DIRECTOR 1.0 40.0 X X 0 228071 62846 SCOTT PHELPS CHAIRMAN/VICE PRESIDENT 1.0 1.0 X X 0 0 0 RON GRAY VICE CHAIRMAN/TREASURER 1.0 2.0 X X 0 0 0 0 1966023 269638 0 true true false 0 317475 68300 385775 0 29749 0 0 29749 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 415524 0 0 29749 0 0 0 0 0 0 0 0 0 0 0 0 21000 0 21000 0 0 0 0 0 5899 0 5899 0 6402 0 6402 0 0 0 0 90734 0 90734 0 0 0 0 0 0 0 CEREMONIAL FUNCTIONS 211386 211386 0 0 FOUNDATION EVENTS 111082 111082 0 0 DUES & SUBSCRIPTIONS 39791 39791 0 0 486294 362259 124035 0 0 0 69786 72195 0 0 8068 14598 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1347849 1434894 0 0 0 0 0 0 1425703 1521687 65026 24485 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 65026 24485 X 1360677 1497202 0 0 1360677 1497202 1425703 1521687 -70770 207295 X false true X true false X 346050 349400 363850 382578 385775 1827653 0 0 346050 349400 363850 382578 385775 1827653 815978 1011675 -33406 21319 32339 27480 29749 77481 0 0 1905134 0.53103 0.63033 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 8573 false false 8573 false SCHEDULE C, PART II-B, LINE 1G EXPENSES ARE FOR ISSUE ADVOCACY EFFORTS RELATED TO HIGHER EDUCATION AT THE LOCAL, STATE, AND FEDERAL LEVELS. LONG TERM RESERVE POOL 1434894 F 1434894 622819 207295 207295 415524 415524 486294 486294 486294 false false false false false false false false false SID J TRANT PRESIDENT/DIRECTOR 0 600151 0 0 0 18798 0 52253 0 25482 0 696684 0 0 FINIS E ST JOHN IV FORMER PRESIDENT/DIRECTOR 0 765736 0 236277 0 116990 0 116223 0 12834 0 1248060 0 0 MARK D FOLEY SECRETARY/DIRECTOR 0 211453 0 0 0 16618 0 36646 0 26200 0 290917 0 0 FORM 990, PART VI, LINE 3: DAY TO DAY OPERATIONAL MANAGEMENT OF THE FOUNDATION HAS BEEN DELEGATED TO THE UA SYSTEM OFFICE, FINANCIAL AFFAIRS DEPARTMENT. THE FOUNDATION HAS NO EMPLOYEES SO SYSTEM PERSONNEL MANAGE THE FOUNDATION OPERATIONS. FORM 990, PART VI, LINE 8B: THERE ARE NO COMMITTEES OF THE BOARD OF DIRECTORS FOR THE UNIVERSITY FOUNDATION. FORM 990, PART VI, LINE 11B: THE BOARD OF DIRECTORS IS PROVIDED ANNUAL COPIES OF THE AUDITED FINANCIAL STATEMENTS WHICH ARE APPROVED VIA RESOLUTION. THE SECRETARY OF THE BOARD AND/OR THE PRESIDENT IS PROVIDED A COPY OF THE 990 FOR REVIEW. THEIR SIGNATURE ON THE 990 SERVES AS THE BOARD OF DIRECTORS' APPROVAL. FORM 990, PART VI, LINES 12B & 12C: CONFLICT POLICY IS DONE AT THE SYSTEM AND BOARD OF TRUSTEE LEVEL. ALL DIRECTORS AND OFFICERS OF THE FOUNDATION ARE INCLUDED IN THOSE PROCEDURES. FORM 990, PART VI, LINE 19: THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE UPON REQUEST IF LEGALLY REQUIRED TO DO SO. SEE PART VII NA SEE PART VII NA false false true false false false false false false false false false false true true true true false false FORM 990, SCHEDULE R, PART II - NAMES OF RELATED ORGANIZATIONS: THE ATTACHED LIST OF ENTITIES ARE FOUNDATIONS OR SUBSIDIARIES AFFILIATED WITH THE UNIVERSITY OF ALABAMA SYSTEM AND ITS VARIOUS CAMPUSES. SOME OF THESE ENTITIES MAY NOT MEET THE IRS DEFINITION OF "RELATED ORGANIZATION" FOR PURPOSES OF SCHEDULE R. THEY ARE INCLUDED, HOWEVER, ON THIS ATTACHED STATEMENT FOR PURPOSES OF COMPLETENESS AND TRANSPARENCY. ALABAMA CARE NETWORK MID-STATE (EXEMPT) ALABAMA CARE NETWORK SOUTHEAST (EXEMPT) ALABAMA ENGINEERING FOUNDATION, INC. (EXEMPT) ALABAMA PHYSICIAN NETWORK, LLC (LLC) CAMPUS HOSPITALITY SERVICES, LLC (LLC) CAPSTONE EDUCATIONAL AND RESEARCH FOUNDATION (EXEMPT) CAPSTONE HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) COMMERCIAL REAL ESTATE, LLC (LLC) COOPER GREEN MERCY HEALTH SERVICES AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (C CORP) COOPER GREEN REHABILITATION SERVICES (EXEMPT) CRIMSON TIDE FOUNDATION (EXEMPT) GORGAS MEMORIAL INSTITUTE OF TROPICAL AND PREVENTATIVE MEDICINE, INC. (C CORP) MEDICAL TOWERS, INC. (C CORP) MEDICAL WEST HOSPITAL AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (EXEMPT) RIDGECREST STUDENT HOUSING, LLC (LLC) SOUTHERN RESEARCH INSTITUTE (EXEMPT) THE 1831 FOUNDATION (EXEMPT) THE ALABAMA "A" CLUB EDUCATIONAL AND CHARITABLE FOUNDATION (EXEMPT) THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA SCHOOL OF MEDICINE (EXEMPT) THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ALABAMA (EXEMPT) THE CAPSTONE FOUNDATION (EXEMPT) THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (C CORP) THE KIRKLIN CLINIC, INC. (C CORP) THE NATIONAL ALUMNI ASSOCIATION OF THE UNIVERSITY OF ALABAMA (EXEMPT) THE NATIONAL ALUMNI SOCIETY OF THE UNIVERSITY OF ALABAMA AT BIRMINGHAM (EXEMPT) THE UAB DIABETES TRUST FOUNDATION (EXEMPT) THE UAB EDUCATIONAL FOUNDATION (EXEMPT) THE UAB RESEARCH FOUNDATION (EXEMPT) THE UNIVERSITY FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA "A" CLUB ALUMNI ASSOCIATION (EXEMPT) THE UNIVERSITY OF ALABAMA DONOR ADVISED FUND (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE PUBLIC EDUCATION BUILDING AUTHORITY (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE RESEARCH AND TECHNOLOGY CORPORATION (EXEMPT) THE UNIVERSITY OF ALABAMA LAW SCHOOL FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION (EXEMPT) THE VALLEY FOUNDATION (EXEMPT) THE WORKPLACE, INC. (C CORP) TRITON HEALTH SYSTEMS, LLC (LLC) UA-ASU-TSU EDUCATIONAL RADIO CORPORATION (EXEMPT) UAB ATHLETICS FOUNDATION (EXEMPT) UAB CALLAHAN EYE HOSPITAL AUTHORITY (EXEMPT) UAB HEALTH SYSTEM AUTHORITY (EXEMPT) UAB HOSPITAL MANAGEMENT, LLC (LLC) UAB MEDICINE ENTERPRISE (EXEMPT) UAB MEDICINE FINANCE AUTHORITY (C CORP) UAB-SVHS, INC. (EXEMPT) UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION (EXEMPT) VENN LABS, INC. (EXEMPT) VIVA HEALTH ADMINISTRATION, LLC (LLC) VIVA HEALTH INSURANCE COMPANY (C CORP) VIVA HEALTH, INC. (EXEMPT)