Nonprofit · EIN 63-6022422
AUBURN UNIVERSITY FOUNDATION
Tax-exempt · AUBURN, AL 36831
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $127,082,174 | $81,712,675 | $45,369,499 | $1,186,034,779 | $48,501,913 | $1,137,532,866 |
| September 30, 2024 | 990 | $139,201,323 | $75,639,219 | $63,562,104 | $1,072,650,055 | $44,271,002 | $1,028,379,053 |
| September 30, 2023 | 990 | $105,901,553 | $62,477,114 | $43,424,439 | $909,567,231 | $39,970,161 | $869,597,070 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $88,768,365
- of which government grants
- $252,115
- Program service revenue
- $185,662
- Investment income
- $34,683,672
- Royalties
- $52,857
- Net rental income
- $2,900
- Net gain from sales of assets
- $25,101,699
- Net income from fundraising events
- $93,587
- Other revenue
- $3,444,475
Expenses
- Grants and similar amounts paid
- $64,627,916
- Compensation of officers, directors and key employees
- $532,639
- Salaries, compensation and benefits (total)
- $532,639
- Professional fundraising fees
- $0
- Legal fees
- $238,586
- Accounting fees
- $109,690
- Occupancy
- $127,349
- Travel
- $890,426
- Program services (functional)
- $70,990,019
- Management and general (functional)
- $6,361,945
- Fundraising (functional)
- $4,360,711
Balance sheet and other
- Total assets, start of year
- $1,072,650,055
- Total assets, end of year
- $1,186,034,779
- Total liabilities, end of year
- $48,501,913
- Net assets, end of year
- $1,137,532,866
- Land, buildings and equipment
- $1,414,641
- Publicly traded securities
- $393,217,988
- Net assets without donor restrictions
- $53,844,993
- Net assets with donor restrictions
- $1,083,687,873
- Gross unrelated business income
- $1,140,434
- Gross receipts
- $313,267,029
- Employees
- 102
- Volunteers
- 984
- Year formed
- 1960
- State of legal domicile
- AL
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT WELLBAUM | PRESIDENT Officer | 10 | $392,492 | $20,657 | $61,791 |
| ERIN LEWIS | CHIEF OPERATIONS OFFICER Officer | 10 | $270,559 | $30,062 | $53,032 |
| MARGARET ARNOLD | VICE PRESIDENT Officer | 6 | $228,831 | $4,670 | $45,515 |
| WILLIAM WILLIAMS THRU 072025 | EXEC. DIRECTOR, REGIONAL DEVELOPMENT Highest-paid employee | 4 | $227,822 | $0 | $39,211 |
| WILLIAM HUGHES | CHIEF FINANCIAL OFFICER Officer | 20 | $180,538 | $20,060 | $39,809 |
| DANIEL SASSER | CHIEF ENGAGEMENT OFFICER Highest-paid employee | 4 | $188,769 | $0 | $40,157 |
| ALESIA DAVENPORT | SR DIRECTOR, GIFT PLANNING Highest-paid employee | 4 | $186,281 | $0 | $30,200 |
| REGENA ISBELL | ASSISTANT TREASURER Officer | 22 | $155,218 | $0 | $29,415 |
| HAWKEN BRACKETT THRU 0625 | EXEC. DIRECTOR ALUMNI ENGAGEMENT Highest-paid employee | 4 | $147,208 | $0 | $34,173 |
| KEVIN HARDEE | SR MAJOR GIFTS OFFICER Highest-paid employee | 4 | $140,591 | $0 | $18,275 |
| LEE SHEPPARD | ASSISTANT TREASURER Officer | 22 | $112,707 | $9,801 | $25,871 |
| WANDA SPEROW | SECRETARY Officer | 36 | $99,583 | $5,241 | $20,348 |
| SHAUNA MONROE | ASSISTANT TREASURER Officer | 20.5 | $91,944 | $0 | $29,682 |
| LAUREL HENDRIX | ASSITANT SECRETARY Officer | 20 | $80,662 | $4,245 | $17,408 |
| MERIDITH COLLARI BEG 0125 | CHIEF INFORMATION SECURITY OFFICER Officer | 6 | $15,167 | $153 | $1,943 |
23 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETH STUKES | CHAIR Trustee or director, Officer | 1.5 | $0 |
| PAT HENRY | VICE CHAIR Trustee or director, Officer | 1.5 | $0 |
| KATH CARTER | TREASURER Trustee or director, Officer | 1.5 | $0 |
| PAUL JACOBSON | DIRECTOR, PAST CHAIR Trustee or director | 1.5 | $0 |
| BEAU BYRD | DIRECTOR Trustee or director | 1.25 | $0 |
| BRAD CORSON | DIRECTOR Trustee or director | 1.5 | $0 |
| CONNIE NEVILLE | DIRECTOR Trustee or director | 1.25 | $0 |
| DAN ARNOLD | DIRECTOR Trustee or director | 1.5 | $0 |
| DAN DAVIDSON | DIRECTOR Trustee or director | 1.5 | $0 |
| GREG WINCHESTER | DIRECTOR Trustee or director | 1.25 | $0 |
| JOE COWAN | DIRECTOR Trustee or director | 1.5 | $0 |
| JOHN STEIN | PRESIDENT Trustee or director | 1.5 | $0 |
| KEN HENDERSON | DIRECTOR Trustee or director | 1.5 | $0 |
| LACEY LEWIS | DIRECTOR Trustee or director | 0.75 | $0 |
| MARK FORCHETTE | DIRECTOR Trustee or director | 1 | $0 |
| NICK DAVIS | DIRECTOR Trustee or director | 1.5 | $0 |
| NICOLE FAULK | DIRECTOR Trustee or director | 1.5 | $0 |
| RANDY CHASE | DIRECTOR Trustee or director | 1.25 | $0 |
| REGENIA SANDERS | DIRECTOR Trustee or director | 1.25 | $0 |
| SARAH BROWN | DIRECTOR Trustee or director | 1.5 | $0 |
| SHIRLEY BOULWARE | DIRECTOR Trustee or director | 1.5 | $0 |
| STEVE CATES | DIRECTOR Trustee or director | 0.25 | $0 |
| TEE GREEN | DIRECTOR Trustee or director | 1.25 | $0 |
990 for the year ended September 30, 2024: 37 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT WELLBAUM | PRESIDENT Officer | 9.6 | $328,374 | $17,283 | $57,141 |
| ERIN LEWIS | CHEIF OPERATIONS OFFICER Officer | 9.2 | $258,917 | $22,514 | $46,522 |
| JOHN MORRIS | FORMER PRESIDENT Former | 0 | $238,719 | $42,127 | $23,092 |
| WILLIAM WILLIAMS | EXECUTIVE DIRECTOR, REGIONAL DEVELOPMENT Highest-paid employee | 2 | $208,820 | $0 | $35,562 |
| WILLIAM HUGHES | CHIEF FINANCIAL OFFICER Officer | 23.6 | $166,859 | $14,510 | $35,517 |
| MARGARET ARNOLD | VICE PRESIDENT Officer | 6 | $174,316 | $3,557 | $37,096 |
| ALESIA DAVENPORT | SR DIRECTOR, GIFT PLANNING Highest-paid employee | 2 | $171,514 | $0 | $27,366 |
| DANIEL SASSER | CHIEF ENGAGEMENT OFFICER Highest-paid employee | 4 | $153,358 | $0 | $31,907 |
| REGENA ISBELL | ASSISTANT TREASURER Officer | 20.4 | $141,311 | $0 | $27,502 |
| TIMOTHY JONES THRU 53124 | INFORMATION SECURITY OFFICER Officer | 5.2 | $130,943 | $1,323 | $31,303 |
| REBECCA COAN | SR MAJOR GIFTS OFFICER Highest-paid employee | 2 | $131,647 | $0 | $30,949 |
| JENNIFER STEPHENS | SR. DIR. ADVANCEMENT COMPLIANCE Highest-paid employee | 2 | $126,708 | $0 | $22,015 |
| LEE SHEPPARD | ASSISTANT TREASURER Officer | 22 | $102,072 | $8,876 | $23,216 |
| WANDA SPEROW | SECRETARY Officer | 36 | $89,752 | $4,724 | $25,573 |
| SHAUNA MONROE | ASSISTANT TREASURER Officer | 12.8 | $76,332 | $0 | $24,238 |
| LAUREL HENDRIX | ASSISTANT SECRETARY Officer | 20 | $77,727 | $4,091 | $16,351 |
| PAUL JACOBSON | CHAIR Trustee or director, Officer | 2.08 | $0 | $0 | $0 |
| STEVE CATES | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KATH CARTER | TREASURER Trustee or director, Officer | 1.46 | $0 | $0 | $0 |
| BEAU BYRD | DIRECTOR Trustee or director | 1.46 | $0 | $0 | $0 |
| BETH STUKES | DIRECTOR Trustee or director | 1.69 | $0 | $0 | $0 |
| BRUCE DONNELLAN | DIRECTOR Trustee or director | 1.77 | $0 | $0 | $0 |
| DAN ARNOLD | DIRECTOR Trustee or director | 1.85 | $0 | $0 | $0 |
| DAN DAVIDSON | DIRECTOR Trustee or director | 1.77 | $0 | $0 | $0 |
| GREG WINCHESTER | DIRECTOR Trustee or director | 1.46 | $0 | $0 | $0 |
| JAVIER GOIZUETA | DIRECTOR Trustee or director | 1.58 | $0 | $0 | $0 |
| JOE COWAN | DIRECTOR Trustee or director | 2.08 | $0 | $0 | $0 |
| JOHN STEIN | DIRECTOR Trustee or director | 1.77 | $0 | $0 | $0 |
| KEN HENDERSON | DIRECTOR Trustee or director | 1.42 | $0 | $0 | $0 |
| KERRY BRADLEY | DIRECTOR Trustee or director | 1.46 | $0 | $0 | $0 |
| LESLEE BELLUCHIE | DIRECTOR Trustee or director | 0.15 | $0 | $0 | $0 |
| MARK FORCHETTE | DIRECTOR Trustee or director | 1.5 | $0 | $0 | $0 |
| NICK DAVIS | DIRECTOR Trustee or director | 1.35 | $0 | $0 | $0 |
| NICOLE FAULK | DIRECTOR Trustee or director | 1.62 | $0 | $0 | $0 |
| PAT HENRY | DIRECTOR Trustee or director | 1.46 | $0 | $0 | $0 |
| SARAH BROWN | DIRECTOR Trustee or director | 1.12 | $0 | $0 | $0 |
| SHIRLEY BOULWARE | DIRECTOR Trustee or director | 1.69 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 37 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN MORRIS THRU 080123 | PRESIDENT Officer | 5.64 | $435,031 | $8,878 | $45,304 |
| ROBERT WELLBAUM AS OF 082923 | PRESIDENT Officer | 9.74 | $297,202 | $0 | $49,281 |
| ERIN LEWIS | CHEIF OPERATIONS OFFICER Officer | 9.06 | $282,993 | $0 | $38,684 |
| ANGIE STEPHENS | ASSOCIATE VP, DEVELOPMENT Highest-paid employee | 4.8 | $179,202 | $44,800 | $40,571 |
| TARA JONES | ASSOCIATE VP, DEVELOPMENT Highest-paid employee | 6 | $204,110 | $0 | $36,733 |
| TIFFANIE E BRINSON | EXEC DIRECTOR, ADVANCE TALENT & CULT Highest-paid employee | 6 | $190,707 | $0 | $31,987 |
| WILLIAM WILLIAMS | EXECUTIVE DIRECTOR, REGIONAL DEVELOPMENT Highest-paid employee | 6 | $177,773 | $0 | $34,044 |
| ALESIA DAVENPORT | SR DIRECTOR, GIFT PLANNING Highest-paid employee | 6 | $162,027 | $0 | $26,267 |
| WILLIAM B HUGHES | CHIEF FINANCIAL OFFICER Officer | 23.56 | $118,768 | $13,197 | $27,693 |
| REGENA ISBELL | ASSISTANT TREASURER Officer | 20.52 | $130,494 | $0 | $26,414 |
| TIMOTHY W JONES | INFORMATION SECURITY OFFICER Officer | 6.65 | $111,617 | $1,127 | $26,657 |
| WANDA M SPEROW | SECRETARY Officer | 36.14 | $89,498 | $1,826 | $22,564 |
| LEE B SHEPPARD | ASSISTANT TREASURER Officer | 22.1 | $79,735 | $6,933 | $20,645 |
| LAUREL HENDRIX | ASSISTANT SECRETARY Officer | 22.48 | $75,602 | $2,338 | $15,950 |
| SHAUNA MONROE | ASSISTANT TREASURER Officer | 12.64 | $70,298 | $0 | $21,317 |
| PAUL JACOBSON | CHAIR Trustee or director, Officer | 2.46 | $0 | $0 | $0 |
| STEVE CATES | VICE CHAIR Trustee or director, Officer | 2.46 | $0 | $0 | $0 |
| CHERYL CASEY | PAST CHAIR Trustee or director, Officer | 2.62 | $0 | $0 | $0 |
| GREG HESTON | TREASURER Trustee or director, Officer | 1.46 | $0 | $0 | $0 |
| BETH STUKES | DIRECTOR Trustee or director | 2.15 | $0 | $0 | $0 |
| BRUCE DONNELLAN | DIRECTOR Trustee or director | 1.77 | $0 | $0 | $0 |
| DAVE CLARK | DIRECTOR Trustee or director | 0.46 | $0 | $0 | $0 |
| GREG WINCHESTER | DIRECTOR Trustee or director | 1.46 | $0 | $0 | $0 |
| JAVIER GOIZUETA | DIRECTOR Trustee or director | 0.92 | $0 | $0 | $0 |
| JOE COWAN | DIRECTOR Trustee or director | 1.77 | $0 | $0 | $0 |
| JOHN STEIN | DIRECTOR Trustee or director | 1.77 | $0 | $0 | $0 |
| KATH CARTER | DIRECTOR Trustee or director | 2.15 | $0 | $0 | $0 |
| KEN HENDERSON | DIRECTOR Trustee or director | 1.23 | $0 | $0 | $0 |
| KERRY BRADLEY | DIRECTOR Trustee or director | 0.96 | $0 | $0 | $0 |
| LESLEE BELLUCHIE | DIRECTOR Trustee or director | 2.08 | $0 | $0 | $0 |
| MARK FORCHETTE | DIRECTOR Trustee or director | 1.92 | $0 | $0 | $0 |
| NICK DAVIS | DIRECTOR Trustee or director | 1.35 | $0 | $0 | $0 |
| NICOLE FAULK | DIRECTOR Trustee or director | 1.46 | $0 | $0 | $0 |
| PAT HENRY | DIRECTOR Trustee or director | 1.46 | $0 | $0 | $0 |
| SARAH BROWN | DIRECTOR Trustee or director | 1.08 | $0 | $0 | $0 |
| SHARLENE EVANS | DIRECTOR Trustee or director | 2.46 | $0 | $0 | $0 |
| SHIRLEY BOULWARE | DIRECTOR Trustee or director | 1.46 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3140, AUBURN, AL 36831-3140
- Principal officer (990 for 2024)
- ROBERT WELLBAUM, PO BOX 3140, AUBURN, AL 36831
- Signed the 990
- ROBERT WELLBAUM, PRESIDENT
- Phone
- (334) 844-7048
- Website
- WWW.AUBURNGIVING.ORG
- Return prepared by
- WARREN AVERETT LLC
Mission
THE ORGANIZATION OPERATES FOR THE EXCLUSIVE BENEFIT OF AUBURN UNIVERSITY, AN EDUCATIONAL, LAND GRANT INSTITUTION.
Program accomplishments
- GRANTS TO AUBURN UNIVERSITY (AU) FOR ACADEMIC, OUTREACH AND RESEARCH MISSIONS AND ITS SUPPORTING/RELATED ORGANIZATIONS IN SUPPORT OF THEIR ORGANIZATION'S PRIMARY PURPOSES, OUTREACH AND INTERCOLLEGIATE ATHLETICS, IN SUPPORT OF AU.Expenses $64,369,916 · grants $64,369,916 · revenue $3,295,047
- EXPENDITURES MADE BY AUBURN UNIVERSITY FOUNDATION (AUF) ON BEHALF OF AU IN SUPPORT OF ITS ACADEMIC, OUTREACH AND RESEARCH MISSIONS.Expenses $6,362,103 · revenue $185,662
- GRANTS TO AUBURN UNIVERSITY REAL ESTATE FOUNDATION, INC.(AUREF), FOR OPERATIONS AND THE TRANSFER OF REAL PROPERTIES TO AU FOR PERPETUAL MANAGEMENT.Expenses $258,000 · grants $258,000
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 63-6022422
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1960
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $1,186,034,779
- Income (IRS master file)
- $313,267,029
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $127,082,174 | $81,712,675 | $1,186,034,779 | IRS |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $139,201,323 | $75,639,219 | $1,072,650,055 | IRS |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $105,901,553 | $62,477,114 | $909,567,231 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $136,125,089 | $76,266,464 | $808,830,854 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 63-6022422).
Questions about AUBURN UNIVERSITY FOUNDATION
- What is the EIN of AUBURN UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of AUBURN UNIVERSITY FOUNDATION is 63-6022422.
- Is AUBURN UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to AUBURN UNIVERSITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AUBURN UNIVERSITY 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 AUBURN UNIVERSITY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AUBURN UNIVERSITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of AUBURN UNIVERSITY FOUNDATION?
- The 990 for the year ended September 30, 2025 names ROBERT WELLBAUM.
- Who are the officers and directors of AUBURN UNIVERSITY FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 38 people; 15 received compensation from the organization, the highest $392,492 (ROBERT WELLBAUM, PRESIDENT).
- How much revenue does AUBURN UNIVERSITY FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $127,082,174, expenses of $81,712,675 and total assets of $1,186,034,779 at year end.
Other nonprofits in AUBURN
- AUBURN RESEARCH PARK I EIN 83-3566518 · last filed 990 for 2025
- AUBURN RESEARCH AND TECHNOLOGY FOUNDATION EIN 20-1806718 · last filed 990 for 2025
- AUBURN ALUMNI ASSOCIATION INC EIN 63-0439459 · last filed 990 for 2025
- AUBURN UNIVERSITY REAL ESTATE FOUNDATION INC EIN 56-2535892 · last filed 990 for 2025
- CHI CHAPTER OF THETA CHI FRATERNITY EIN 63-0297941 · last filed 990 for 2025
- ALPHA DELTA CHAPTER OF SIGMA PI FRATERNITY EIN 63-0499747 · last filed 990 for 2026
- TAU SIGMA INC EIN 63-1235903 · last filed 990 for 2025
- DELTA CHI FRATERNITY EIN 63-0962722 · last filed 990 for 2025