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Nonprofit · EIN 58-6033837

UNIVERSITY OF GEORGIA FOUNDATION

Tax-exempt · ATHENS, GA 30601

Financials

$257.7M$160.6M2023$327.3M$212.6M2024
Revenue Expenses · by fiscal year end
Financials of UNIVERSITY OF GEORGIA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$327,275,361$212,564,103$114,711,258$2,373,628,484$97,906,377$2,275,722,107
June 30, 2024990$257,703,418$160,632,346$97,071,072$2,191,138,081$96,094,060$2,095,044,021
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$169,495,116
Program service revenue
$1,775,076
Investment income
$146,856,657
Royalties
$7,036,152
Net gain from sales of assets
$104,334,991
Net income from fundraising events
-$4,147
Other revenue
$9,148,512

Expenses

Grants and similar amounts paid
$193,197,244
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$684,431
Legal fees
$161,974
Accounting fees
$323,939
Occupancy
$1,021,281
Travel
$50,639
Depreciation
$639,738
Program services (functional)
$200,439,299
Management and general (functional)
$7,530,136
Fundraising (functional)
$4,594,668

Balance sheet and other

Total assets, start of year
$2,191,138,081
Total assets, end of year
$2,373,628,484
Total liabilities, end of year
$97,906,377
Net assets, end of year
$2,275,722,107
Land, buildings and equipment
$23,006,183
Publicly traded securities
$797,495,129
Net assets without donor restrictions
$299,015,118
Net assets with donor restrictions
$1,976,706,989
Gross unrelated business income
-$233,663
Gross receipts
$558,564,078
Employees
0
Volunteers
47
Year formed
1937
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JERE MOREHEADEX-OFFICIO TRUSTEE - PRESIDENT
Trustee or director
3$0$717,515$328,366
JILL WALTONEXECUTIVE DIRECTOR
Officer
15$0$359,942$106,053
JASON BULLCIO
Officer
40$0$350,872$100,959
ELIZABETH PRINCECFO
Officer
40$0$195,024$43,346
ALLISON AUSBANDCHAIR
Trustee or director, Officer
8$0$0$0
MICHAEL BOUDENSTRUSTEE
Trustee or director
3$0$0$0
CHRISTOPHER BROWNTRUSTEE
Trustee or director
2$0$0$0
LEAH BROWNTRUSTEE
Trustee or director
1$0$0$0
EDWARD CASTROTRUSTEE
Trustee or director
1$0$0$0
JAMES COCHRANTREASURER
Trustee or director, Officer
2$0$0$0
NATALIE SCHWEERS COGHILLTRUSTEE
Trustee or director
2$0$0$0
BETSY COXTRUSTEE
Trustee or director
1$0$0$0
YVETTE DANIELSTRUSTEE
Trustee or director
1$0$0$0
JAMES DINKINSTRUSTEE
Trustee or director
1$0$0$0
ELISHA FINNEYTRUSTEE
Trustee or director
1$0$0$0
27 more people on this return
NameTitleHours / weekCompensation
VERNON GOOGETRUSTEE
Trustee or director
2$0
MITCHELL GREENTRUSTEE
Trustee or director
2$0
MARK JENNINGSTRUSTEE
Trustee or director
1$0
NANCY JUNEAUTRUSTEE
Trustee or director
2$0
MARK KAUFFMANTRUSTEE
Trustee or director
1$0
CHLOE KELLEYTRUSTEE
Trustee or director
2$0
KEITH KELLYTRUSTEE
Trustee or director
1$0
SCOTT KINGSFIELDTRUSTEE
Trustee or director
1$0
SETH KNIGHTTRUSTEE
Trustee or director
2$0
CHARLES KNOXTRUSTEE
Trustee or director
1$0
MIDDLETON PARKERTRUSTEE
Trustee or director
2$0
JOHN PARKERTRUSTEE
Trustee or director
2$0
MICHAEL PATRICKTRUSTEE
Trustee or director
2$0
RICHARD PENNELLTRUSTEE
Trustee or director
1$0
NEAL QUIRKIMM. PAST CHAIR
Trustee or director
2$0
ELIZABETH REIDTRUSTEE
Trustee or director
1$0
ELIZABETH CORRELL RICHARDSTRUSTEE
Trustee or director
2$0
JOHN SCHRAUDENBACHTRUSTEE
Trustee or director
2$0
JODI SELVEYTRUSTEE
Trustee or director
2$0
BONNEY SHUMANSECRETARY
Trustee or director, Officer
3$0
DOROTHY SIFFORDTRUSTEE
Trustee or director
2$0
KIMBERLY STAMPERTRUSTEE
Trustee or director
2$0
JOHN TURNERTRUSTEE
Trustee or director
1$0
REBECCA WINKLERTRUSTEE
Trustee or director
1$0
DELOS YANCEYTRUSTEE
Trustee or director
1$0
HOWARD YOUNGEXECUTIVE VICE-CHAIR
Trustee or director, Officer
4$0
C LEE ZELLEX-OFFICIO, VOTING TRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 41 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JERE MOREHEADEX-OFFICIO TRUSTEE - PRESIDENT
Trustee or director
3$0$697,360$318,623
JASON BULLCIO
Officer
40$0$335,044$94,072
JILL WALTONEXECUTIVE DIRECTOR
Officer
15$0$276,321$88,267
ELIZABETH PRINCECFO
Officer
40$0$177,442$38,149
ALLISON AUSBANDCHAIR
Trustee or director, Officer
8$0$0$0
MICHAEL BOUDENSTRUSTEE
Trustee or director
3$0$0$0
CHRISTOPHER BROWNTRUSTEE
Trustee or director
2$0$0$0
LEAH BROWNTRUSTEE
Trustee or director
1$0$0$0
EDWARD CASTROTRUSTEE
Trustee or director
1$0$0$0
JAMES CHILDSTRUSTEE
Trustee or director
1$0$0$0
JAMES COCHRANTREASURER
Trustee or director, Officer
2$0$0$0
NATALIE SCHWEERS COGHILLTRUSTEE
Trustee or director
2$0$0$0
BETSY COXTRUSTEE
Trustee or director
1$0$0$0
YVETTE DANIELSTRUSTEE
Trustee or director
1$0$0$0
JAMES DINKINSTRUSTEE
Trustee or director
1$0$0$0
ELISHA FINNEYTRUSTEE
Trustee or director
1$0$0$0
VERNON GOOGETRUSTEE
Trustee or director
2$0$0$0
MITCHELL GREENTRUSTEE
Trustee or director
2$0$0$0
MARK JENNINGSTRUSTEE
Trustee or director
1$0$0$0
NANCY JUNEAUTRUSTEE
Trustee or director
2$0$0$0
CHLOE KELLEYTRUSTEE
Trustee or director
2$0$0$0
KEITH KELLYTRUSTEE
Trustee or director
1$0$0$0
SETH KNIGHTTRUSTEE
Trustee or director
2$0$0$0
CHARLES KNOXTRUSTEE
Trustee or director
1$0$0$0
MIDDLETON PARKERTRUSTEE
Trustee or director
2$0$0$0
JOHN PARKERTRUSTEE
Trustee or director
2$0$0$0
MICHAEL PATRICKTRUSTEE
Trustee or director
2$0$0$0
RICHARD PENNELLTRUSTEE
Trustee or director
1$0$0$0
NEAL QUIRKIMM. PAST CHAIR
Trustee or director
2$0$0$0
ELIZABETH REIDTRUSTEE
Trustee or director
1$0$0$0
ELIZABETH CORRELL RICHARDSTRUSTEE
Trustee or director
2$0$0$0
JOHN SCHRAUDENBACHTRUSTEE
Trustee or director
2$0$0$0
JODI SELVEYTRUSTEE
Trustee or director
2$0$0$0
BONNEY SHUMANSECRETARY
Trustee or director, Officer
3$0$0$0
DOROTHY SIFFORDTRUSTEE
Trustee or director
2$0$0$0
KIMBERLY STAMPERTRUSTEE
Trustee or director
2$0$0$0
JOHN TURNERTRUSTEE
Trustee or director
1$0$0$0
REBECCA WINKLERTRUSTEE
Trustee or director
1$0$0$0
DELOS YANCEYTRUSTEE
Trustee or director
1$0$0$0
HOWARD YOUNGEXECUTIVE VICE-CHAIR
Trustee or director, Officer
4$0$0$0
C LEE ZELLEX-OFFICIO, VOTING TRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1 PRESS PLACE 101, ATHENS, GA 30601-2605
In care of
% E BRETT JACKSON
Principal officer (990 for 2024)
ELIZABETH PRINCE, 1 PRESS PLACE, SUITE ATHENS, GA 30601
Signed the 990
ELIZABETH PRINCE, CFO
Phone
(706) 542-6677
Return prepared by
KPMG LLP

Mission

SEE SCHEDULE O

990 for the year ended June 30, 2025

Program accomplishments

  • THE UNIVERSITY OF GEORGIA FOUNDATION ("THE FOUNDATION") WAS CHARTERED IN 1937 TO ESTABLISH AND MAINTAIN ENDOWMENTS FOR THE SUPPORT OF THE ACADEMIC PROGRAMS OF THE UNIVERSITY OF GEORGIA. THE FOUNDATION MANAGES FUNDS ESTABLISHED WITH THE FOUNDATION IN ACCORDANCE WITH THE INSTRUCTIONS OF THE DONOR AND PROVIDES FINANCIAL SUPPORT UPON REQUEST TO THE UNIVERSITY OF GEORGIA FOR SCHOLARSHIPS, FACULTY SALARY SUPPLEMENT, AWARDS AND LECTURESHIPS AND OPERATING PROGRAMS INVOLVING FUNDRAISING AND CONSTITUENT RELATIONS.
    Expenses $200,439,299 · grants $193,197,244 · revenue $3,891,583

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
58-6033837
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Organization supporting a government college or university
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1944
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B110)
Assets (IRS master file)
$2,373,628,484
Income (IRS master file)
$558,564,078

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$327,275,361$212,564,103$2,373,628,484XML
990-TJune 2025–––IRS
990June 2024$257,703,418$160,632,346$2,191,138,081XML
990-TJune 2024–––IRS
990June 2023$228,825,979$131,852,441$1,974,085,193IRS
990-TJune 2023–––IRS
990June 2022–––IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2019–––IRS
990June 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 58-6033837).

Questions about UNIVERSITY OF GEORGIA FOUNDATION

What is the EIN of UNIVERSITY OF GEORGIA FOUNDATION?
The employer identification number (EIN) of UNIVERSITY OF GEORGIA FOUNDATION is 58-6033837.
Is UNIVERSITY OF GEORGIA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
Are donations to UNIVERSITY OF GEORGIA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNIVERSITY OF GEORGIA FOUNDATION 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 UNIVERSITY OF GEORGIA FOUNDATION 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 UNIVERSITY OF GEORGIA FOUNDATION 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 UNIVERSITY OF GEORGIA FOUNDATION?
The 990 for the year ended June 30, 2025 names ELIZABETH PRINCE.
Who are the officers and directors of UNIVERSITY OF GEORGIA FOUNDATION?
The 990 for the year ended June 30, 2025 lists 42 people; 0 received compensation from the organization.
How much revenue does UNIVERSITY OF GEORGIA FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $327,275,361, expenses of $212,564,103 and total assets of $2,373,628,484 at year end.

Other nonprofits in ATHENS

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