2024-06-10T16:07:34-04:00 2023-09-30 631262841 ANGLIN REICHMANN ARMSTRONG PC 305 QUALITY CIRCLE HUNTSVILLE AL 358065539 990 2022-10-01 636048099 UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION UNIV 2568246127 SHELBIE KING HALL 304 HUNTSVILLE AL 35899 MALLIE S HALE EXECUTIVE DIRECTOR 2568246127 2024-05-24 true MALLIE S HALE 999009999 false REBECCA E GIVENS CPA P01982615 2565331040 2024-05-24 2022 2023-04-26 12:10:37Z MALLIE S HALE 43299946 false X WWW.UAH.EDU/GIVING/UAH-FOUNDATION X 1962 AL PROVIDE SUPPORT TO THE UNIVERSITY OF ALABAMA IN HUNTSVILLE THROUGH CONTRIBUTIONS TO SCHOOL PROGRAMS AND STUDENT SCHOLARSHIPS 33 29 0 6642636 6624930 8262153 5825263 0 9659386 22180877 2319603 7322068 20241142 35328208 3108974 23193989 0 0 0 0 925405 1827432 4034379 25021421 16206763 10306787 94357481 120958667 806798 13252567 93550683 107706100 PROVIDE SUPPORT TO THE UNIVERSITY OF ALABAMA IN HUNTSVILLE THROUGH CONTRIBUTIONS TO SCHOOL PROGRAMS AND STUDENT SCHOLARSHIPS false false 23193989 23193989 PROVIDE SUPPORT TO THE UNIVERSITY OF ALABAMA IN HUNTSVILLE 23193989 true true false false false false false false false true true false false true true false true false false false false false false false false false false true false true false false false false false false false true true false false false false true false false false true 1 0 true 0 true true false false false false false false false false false false false false false false false false X 33 29 true false false false false false false true true false false true true true true false false true true false X X CHRISTY BAKER 2568242247 SHELBIE KING HALL 304 HUNTSVILLE AL 35899 FINIS E ST JOHN IV CHANCELLOR 0.10 X 0 1180431 137243 CHARLES L KARR EX OFFICIO, 0.10 X 0 625351 0 TODD M BARRE EX-OFFICIO 0.25 X 0 321094 0 MALLIE S HALE EXECUTIVE DI 10.00 X X 0 194680 0 DR MARCUS J BENDICKSON VICE CHAIRMA 0.25 X X 0 0 0 JAMES T BOLTE TERM MEMBER 0.10 X 0 0 0 DR CHIA-HWA CHAN TRUSTEE EMER 0.00 X 0 0 0 KATHY L CHAN LIFE MEMBER 0.10 X 0 0 0 VAN CORUM TERM MEMBER 0.10 X 0 0 0 S DAGNAL ROWE ESQ CHAIRMAN 1.00 X X 0 0 0 JOHN GIBSON TERM MEMBER 0.10 X 0 0 0 RONALD GRAY EX-OFFICIO 0.10 X 0 0 0 LINDA L GREEN LIFE MEMBER 0.10 X 0 0 0 JEFF GRONBERG TERM MEMBER 0.10 X 0 0 0 JOHN S HENDRICKS TRUSTEE EMER 0.00 X 0 0 0 A EUGENE SAPP JR LIFE MEMBER 0.10 X 0 0 0 CARL J GESSLER JR TERM MEMBER 0.10 X 0 0 0 JAMES R HUDSON JR LIFE MEMBER 0.10 X 0 0 0 PHILIP BENTLEY JR TERM MEMBER 0.10 X 0 0 0 WF SANDERS JR LIFE MEMBER 0.10 X 0 0 0 WILLIAM H JOHNSTON JR TERM MEMBER 0.10 X 0 0 0 KIM CAUDLE LEWIS TERM MEMBER 0.10 X 0 0 0 ELIZABETH J LOWE LIFE MEMBER 0.10 X 0 0 0 PETER L LOWE LIFE MEMBER 0.10 X 0 0 0 RON POTEAT TERM MEMBER 0.10 X 0 0 0 GURMEJ SANDHU TERM MEMBER 0.10 X 0 0 0 J MICHAEL SEGREST COMMITTE CHA 0.25 X 0 0 0 SANGEETA SINGHAL TERM MEMBER 0.10 X 0 0 0 JAN SMITH TERM MEMBER 0.10 X 0 0 0 LINDA J SMITH SECRETARY 0.25 X X 0 0 0 JEAN TEMPLETON LIFE MEMBER 0.10 X 0 0 0 TIM THORNTON TERM MEMBER 0.10 X 0 0 0 IRMA L TUDER TERM MEMBER 0.10 X 0 0 0 JOHN R WYNN TREASURER 0.25 X X 0 0 0 TOM YOUNG TERM MEMBER 0.10 X 0 0 0 2321556 137243 false true false 5825263 2029530 5825263 2603103 2603103 1400 1400 1400 1400 27549512 7971738 19577774 19577774 19577774 CHAMBERS BOTTLING COMPANY LLC 424000 6214821 6214821 MISCELLANEOUS 449413 449413 LOWE JONES BLUE LLC 424000 427815 427815 228619 228619 7320668 35328208 19577774 6642636 3282535 23193989 23193989 2482 2482 69700 69700 186687 186687 24238 24238 285 285 INCOME TAXES 1305797 1305797 BAD DEBT EXPENSE 215365 215365 CREDIT CARD FEES 15373 15373 BANK FEES 5018 5018 2487 2487 25021421 23193989 1827432 0 11589259 17585270 4680766 5153777 220969 767604 220969 59218692 72734203 5828820 18101160 19435628 94357481 120958667 376329 310197 12000000 107592 32616 322877 909754 806798 13252567 X 46879566 54510645 46671117 53195455 93550683 107706100 94357481 120958667 X 10306787 4334183 -485553 X false true X true false X 1519981 7099703 3147147 8262152 5825263 25854246 1519981 7099703 3147147 8262152 5825263 25854246 7532770 18321476 1486216 1192852 2024559 2032119 2833122 9568868 477756 1157479 1659154 2268946 6640636 12203971 29839 30339 1090 29247 449413 539928 48167013 0.38040 0.40010 X PART II, LINE 10 MISCELLANEOUS 90,515 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52080623 3000 4645689 -2326569 54402743 58014146 2052054 -6135631 -1849946 52080623 45085395 1334260 13852290 -2257799 58014146 45614886 275672 217657 -1022820 45085395 46610640 678722 -314151 -1360325 45614886 0.28000 0.17000 0.55000 false true true 220969 220969 220969 INVESTMENT IN UNCONS. 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SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE IN SPLIT INTEREST AGREEMENT -11,297 UNCONS INCOME - BOOK/TAX DIFFERENCE -474,256 true THE UNIVERSITY OF AL IN HUNTSVILLE 630520830 GOV 21954454 FMV CONTRIBUTIONS THE UNIVERSITY OF AL IN HUNTSVILLE 630520830 GOV 1239535 FMV SCHOLARSHIPS 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE UNIVERSITY OF ALABAMA IN HUNTSVILLE MAINTAINS RECORDS AND MONITORS THE SCHOLARSHIP RECIPIENTS USE OF THE SCHOLARSHIP FUNDS. false false false false false false false false false FINIS E ST JOHN IV CHANCELLOR 747170 318266 114995 124636 12607 1317674 CHARLES L KARR EX OFFICIO, UAH PRES 621164 4187 625351 TODD M BARRE EX-OFFICIO 318317 2777 321094 MALLIE S HALE EXECUTIVE DIRECTOR 194280 400 194680 W F SANDERSHIGHTOWER TWICKENHAM SENIOR VP 72215 INVESTMENT/CONS FEES false S DAGNAL ROWEWILMER LEE PA CHAIRMAN 2462 LEGAL FEES false X 10 2029530 false true false FORM 990, PAGE 6, PART VI, LINE 2 ELIZABETH JONES LOWE RAYMOND JONES TRUSTEE TRUSTEE SISTER PETER L. LOWE ELIZABETH JONES LOWE TRUSTEE TRUSTEE SPOUSE FORM 990, PAGE 6, PART VI, LINE 11B PRIOR TO FILING FORM 990, THE FINANCE COMMITTEE REVIEWS THE FORM 990. SUBSEQUENTLY, THE FORM 990 WILL BE PROVIDED TO THE FULL BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST ANNNUAL FORMS ARE COMPLETED BY EVERY BOARD MEMBER & RETURNED TO THE EXECUTIVE DIRECTOR AND/OR CHAIRMAN OF THE BOARD AFTER JULY 1ST. RESULTS ARE PRESENTED TO THE FINANCE COMMITTEE FOR REVIEW. FORM 990, PAGE 6, PART VI, LINE 15A CHARLES KARR, MALLIE HALE AND TODD BARR ARE EMPLOYEES OF UAH AND ARE GOVERNED BY THE UA SYSTEM COMPENSATION PROCESS. FINIS E. ST. JOHN IV IS AN EMPLOYEE OF THE UA SYSTEM AND IS GOVERNED BY THE UA SYSTEM COMPENSATION PROCESS. THE EXECUTIVE DIRECTOR OF THE FOUNDATION WAS ELECTED BY THE FULL BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 15B CHARLES KARR, MALLIE HALE AND TODD BARR ARE EMPLOYEES OF UAH AND ARE GOVERNED BY THE UA SYSTEM COMPENSATION PROCESS. FINIS E. ST. JOHN IV. IS AN EMPLOYEE OF THE UA SYSTEM AND IS GOVERNED BY THE UA SYSTEM COMPENSATION PROCESS. THE EXECUTIVE DIRECTOR OF THE FOUNDATION WAS ELECTED BY THE FULL BOARD OF TRUSTEES. FORM 990, PAGE 6, PART VI, LINE 19 THE UAH FOUNDATION CURRENTLY MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION'S FORM 990 IS AVAILABLE ON THE UNIVERSITY OF ALABAMA IN HUNTSVILLE'S WEBSITE. 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