Nonprofit · EIN 58-2491922
UGA REAL ESTATE FOUNDATION INC
Tax-exempt · ATHENS, GA 30602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,992,410 | $18,230,523 | -$238,113 | $421,250,575 | $366,274,895 | $54,975,680 |
| June 30, 2024 | 990 | $16,469,900 | $13,882,231 | $2,587,669 | $280,274,548 | $225,317,616 | $54,956,932 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,790,428
- Investment income
- $3,201,982
- Net gain from sales of assets
- -$1,920,296
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $134,503
- Accounting fees
- $65,666
- Occupancy
- $810,836
- Depreciation
- $3,010,298
- Program services (functional)
- $17,777,877
- Management and general (functional)
- $452,646
Balance sheet and other
- Total assets, start of year
- $280,274,548
- Total assets, end of year
- $421,250,575
- Total liabilities, end of year
- $366,274,895
- Net assets, end of year
- $54,975,680
- Land, buildings and equipment
- $27,665,525
- Publicly traded securities
- $10,858,044
- Net assets without donor restrictions
- $54,975,680
- Gross receipts
- $27,454,111
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1999
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jere Morehead | Ex-Officio Trustee Trustee or director | 1 | $0 | $717,514 | $328,366 |
| Jack Hu | Ex-Officio Trustee, Secretary 7/1/24 - 9/30/24 Trustee or director, Officer | 1 | $0 | $511,868 | $52,680 |
| Benjamin Ayers | Ex-Officio Trustee Trustee or director | 1 | $0 | $489,273 | $65,404 |
| Ryan Nesbit | Chairman Trustee or director, Officer | 1 | $0 | $377,130 | $106,628 |
| Henry Munneke | Secretary 10/1/24 - 6/30/25 Trustee or director, Officer | 1 | $0 | $377,263 | $68,192 |
| Christopher King | Ex-Officio Trustee Trustee or director | 1 | $0 | $242,429 | $80,667 |
| Eric Orbock | Executive Director Officer | 30 | $0 | $220,022 | $81,334 |
| John Rooker | Treasurer 7/1/24 - 9/30/24 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Grant Tribble | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Greg Guyer | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| James Whitley | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Kirby Alton | Trustee 7/1/24 - 9/30/24 Trustee or director | 1 | $0 | $0 | $0 |
| Marcus Thornton | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Nancy Juneau | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jere Morehead | Ex-Officio Trustee Trustee or director | 1 | $0 | $697,360 | $318,623 |
| Jack Hu | Ex-Officio Secretary Trustee or director, Officer | 1 | $0 | $511,062 | $49,422 |
| Ryan Nesbit | Chairman Trustee or director, Officer | 1 | $0 | $348,994 | $104,569 |
| Henry Munneke | Secretary 7/1/23 - 9/30/23 Trustee or director, Officer | 1 | $0 | $349,613 | $62,155 |
| Karen Burg | Ex-Officio Trustee Trustee or director | 1 | $0 | $367,679 | $42,865 |
| Eric Orbock | Executive Director Officer | 30 | $0 | $219,555 | $77,006 |
| John Rooker | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Greg Guyer | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| James Whitley | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Kirby Alton | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Marcus Thornton | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Nancy Juneau | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Paige Collier | Trustee 7/1/23 - 9/30/23 Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1180 EAST BROAD STREET, ATHENS, GA 30602-0001
- Principal officer (990 for 2024)
- Eric Orbock, 1180 East Broad Street, Athens, GA 30602
- Signed the 990
- Eric Orbock, Executive Director
- Phone
- (706) 583-0811
- Website
- www.ugaref.com
- Return prepared by
- Cherry Bekaert Advisory LLC
Mission
The UGA Real Estate Foundation manages and improves various real estate assets for the benefit of the University of Georgia, governed by the Board of Regents of the University System of Georgia. The UGA Real Estate Foundation may also provide support to the Board of Regents, and colleges and universities of the University System of Georgia.
Program accomplishments
- The development, improvement, administration, and maintenance of property acquired and held for the benefit of the University of Georgia and the University System of Georgia.Expenses $17,777,877 · revenue $14,790,428
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-2491922
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $421,250,575
- Income (IRS master file)
- $27,454,111
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,992,410 | $18,230,523 | $421,250,575 | XML |
| 990 | June 2024 | $16,469,900 | $13,882,231 | $280,274,548 | XML |
| 990 | June 2023 | $16,057,330 | $13,369,967 | $296,027,247 | IRS |
| 990 | June 2022 | $14,839,274 | $14,204,004 | $310,229,529 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-2491922).
Questions about UGA REAL ESTATE FOUNDATION INC
- What is the EIN of UGA REAL ESTATE FOUNDATION INC?
- The employer identification number (EIN) of UGA REAL ESTATE FOUNDATION INC is 58-2491922.
- Is UGA REAL ESTATE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to UGA REAL ESTATE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UGA REAL ESTATE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UGA REAL ESTATE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UGA REAL ESTATE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UGA REAL ESTATE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names Eric Orbock.
- Who are the officers and directors of UGA REAL ESTATE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does UGA REAL ESTATE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,992,410, expenses of $18,230,523 and total assets of $421,250,575 at year end.
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