2026-08-06T09:31:58-05:00 2025-09-30 PWC US TAX LLP 655 NEW YORK AVE NW STE 1100 WASHINGTON DC 20001 990 2024-10-01 630803491 THE UNIVERSITY FOUNDATION % STAN ACKER UNIV 2053487879 500 UNIVERSITY BOULEVARD EAST TUSCALOOSA AL 35401 MARK FOLEY SECRETARY 2053487879 2026-08-05 true true MICHAEL D HOFFMAN P01345551 2024141000 2026-08-04 2024 2025-03-06 01:10:19Z SID J TRANT 500 UNIVERSITY BOULEVARD EAST TUSCALOOSA AL 35401 465721 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 2 0 0 385775 433700 0 0 29749 32021 0 0 415524 465721 0 0 0 0 0 0 0 0 0 486294 459369 486294 459369 -70770 6352 1521687 1630459 24485 26162 1497202 1604297 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 352218 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. 352218 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 SID J TRANT PRESIDENT/DIRECTOR 1.0 42.25 X X 0 809255 91451 FINIS E ST JOHN IV FORMER PRESIDENT/DIRECTOR 0.0 41.25 X 0 528964 51632 MARK D FOLEY SECRETARY/DIRECTOR 1.0 40.0 X X 0 256547 68693 SCOTT PHELPS CHAIRMAN/VICE PRESIDENT 1.0 0.0 X X 0 0 0 RON GRAY VICE CHAIRMAN/TREASURER 1.0 2.0 X X 0 0 0 0 1594766 211776 0 true true false 0 360000 73700 433700 0 32021 0 0 32021 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 465721 0 0 32021 0 0 0 0 0 0 0 0 0 0 0 0 21650 0 21650 0 0 0 0 0 7023 0 7023 0 4992 0 4992 0 0 0 0 73486 0 73486 0 0 0 0 0 0 0 CEREMONIAL FUNCTIONS 232505 232505 0 0 FOUNDATION EVENTS 68763 68763 0 0 DUES & SUBSCRIPTIONS 31849 31849 0 0 PROFESSIONAL DEVELOPMENT 18619 18619 0 0 482 482 459369 352218 107151 0 0 0 72195 57230 0 0 14598 5571 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1434894 1567658 0 0 0 0 0 0 1521687 1630459 24485 26162 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 24485 26162 X 1497202 1604297 0 0 1497202 1604297 1521687 1630459 6352 100743 X false true X true false X 349400 363850 382578 385775 433700 1915303 0 0 349400 363850 382578 385775 433700 1915303 846660 1068643 21319 32339 27480 29749 32021 142908 0 0 2058211 0.51921 0.53103 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 827 false false 827 false 0 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 1567658 F 1567658 566464 100743 100743 465721 465721 459369 459369 459369 false false false false false false false false false FINIS E ST JOHN IV FORMER PRESIDENT/DIRECTOR 0 386116 0 105000 0 37848 0 47940 0 3692 0 580596 0 0 MARK D FOLEY SECRETARY/DIRECTOR 0 240860 0 0 0 15687 0 42221 0 26472 0 325240 0 0 SID J TRANT PRESIDENT/DIRECTOR 0 724387 0 56114 0 28754 0 65127 0 26324 0 900706 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) AMERICAN SPORTS MEDICINE INSTITUTE, INC. (EXEMPT) ASCENSION VENTURES CORPORATION (C CORP) BAYLEY 56, LLC (LLC) BAYLEY CONDOMINIUM ASSOCIATION (EXEMPT) CAMPUS HOSPITALITY SERVICES, LLC (LLC) CAPSTONE EDUCATIONAL AND RESEARCH FOUNDATION (EXEMPT) CAPSTONE HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) CENTRAL ALABAMA ORTHOPEDIC AMBULATORY SURGERY CENTER, LLC (LLC) CHOCTAW INVESTMENT COMPANY, LLC (LLC) COMMERCIAL REAL ESTATE, LLC (LLC) CONTINUUMRX OF CENTRAL ALABAMA, LLC (LLC) COOPER GREEN MERCY HEALTH SERVICES AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (C CORP) COOPER GREEN REHABILITATION SERVICES (EXEMPT) COTTON EXCHANGE OF CULLMAN, LLC (LLC) CRIMSON TIDE FOUNDATION (EXEMPT) EASTSIDE P.E.T. CENTER, LLC (LLC) EASTSIDE VENTURES, INC. (C CORP) GORGAS MEMORIAL INSTITUTE OF TROPICAL AND PREVENTATIVE MEDICINE, INC. (C CORP) HEALTHNET OF ALABAMA, INC. (EXEMPT) MCS, LLC (LLC) MEDICAL TOWERS, INC. (C CORP) MEDICAL WEST HOSPITAL AUTHORITY, AN AFFILIATE OF UAB MEDICINE ENTERPRISE (EXEMPT) OCCUPATIONAL HEALTH CLINIC, LLC (LLC) ONE NINETEEN GI ASC, LLC (LLC) OUTPATIENT SERVICES EAST, LTD. (LP) RIDGECREST STUDENT HOUSING, LLC (LLC) SETON PROPERTY CORPORATION OF NORTH ALABAMA (EXEMPT) SOUTHERN RESEARCH INSTITUTE (EXEMPT) ST. VINCENT'S AMBULATORY HEALTHCARE NETWORK LLC (LLC) ST. VINCENT'S BIRMINGHAM (EXEMPT) ST. VINCENT'S BLOUNT (EXEMPT) ST. VINCENT'S CHILTON, LLC (LLC) ST. VINCENT'S EAST (EXEMPT) ST. VINCENT'S HEALTH SYSTEM (EXEMPT) ST. VINCENT'S HOME MEDICAL SERVICES, LLC (LLC) ST. VINCENT'S HOSPITAL PROFESSIONAL OFFICE BUILDING II CONDOMINIUM ASSOCIATION (EXEMPT) ST. VINCENT'S HOSPITAL PROFESSIONAL OFFICE BUILDING III CONDOMINIUM ASSOCIATION (EXEMPT) ST. VINCENT'S NORTH TOWER CONDOMINIUM OWNER'S ASSOCIATION, INC. (EXEMPT) ST. VINCENT'S OUTPATIENT SURGERY SERVICES, LLC (LLC) ST. VINCENT'S P.E.T. CENTER, LLC (LLC) ST. VINCENT'S PHYSICIAN ALLIANCE, LLC (LLC) ST. VINCENT'S SLEEP DISORDER CENTER, LLC (LLC) ST. VINCENT'S ST. CLAIR, LLC (LLC) ST. VINCENT'S URGENT CARE, LLC (LLC) ST. VINCENT'S VOLUNTEER COUNCIL, LLC (LLC) STV CARDIOLOGY CLINIC, LLC (LLC) STV CARDIOTHORACIC SURGEONS, LLC (LLC) STV NEURO I, LLC (LLC) STV ORTHOPEDIC SURGEONS, LLC (LLC) STV ORTHOPEDICS CO MANAGEMENT, LLC (LLC) STV PRIMARY CARE EAST, LLC (LLC) STV PRIMARY CARE SPRINGVILLE, LLC (LLC) STV PULMONARY GROUP, LLC (LLC) STV SPORTS MEDICINE & ORTHOPEDICS, LLC (LLC) STVHS CARDIOLOGY CO MANAGEMENT, LLC (LLC) STVHS OB-GYN CO-MANAGEMENT, LLC (LLC) 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 HEALTH SERVICES FOUNDATION, P.C. (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE PUBLIC EDUCATION BUILDING AUTHORITY (EXEMPT) THE UNIVERSITY OF ALABAMA IN HUNTSVILLE RESEARCH FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA LAW SCHOOL FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA OPHTHALMOLOGY SERVICES FOUNDATION (EXEMPT) THE UNIVERSITY OF ALABAMA RESEARCH 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 SOUTHVIEW, LLC (LLC) UAB ST. VINCENT'S EMPLOYMENT AUTHORITY (C CORP) UAB ST. VINCENT'S FOUNDATION, INC. (EXEMPT) UAB ST. VINCENT'S HEALTH SYSTEM AUTHORITY (C CORP) UAB STV ORTHOPEDICS, LLC (LLC) UAB-SVHS, INC. (EXEMPT) UNIVERSAL HEALTH SERVICES (EXEMPT) UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION (EXEMPT) VENN LABS, INC. (EXEMPT) VINCENTIAN PHYSICIAN SERVICES, LLC (LLC) VINCENTIAN VENTURES OF NORTH ALABAMA, INC. (C CORP) VIVA HEALTH ADMINISTRATION, LLC (LLC) VIVA HEALTH INSURANCE COMPANY (C CORP) VIVA HEALTH, INC. (EXEMPT)