2025-04-22T08:42:47-05:00 2024-06-30 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2023-07-01 364538203 TIGERS UNLIMITED FOUNDATION TIGE 3348449464 PO BOX 351 AUBURN AL 368310351 CHARLES T JACKSON EXECUTIVE DIRECTOR/SECRETARY 3348449464 2025-04-18 1 1 MEGAN RANDOLPH P00989558 2059794100 2025-04-18 2023 2025-03-06 01:10:19Z CHARLES T JACKSON 392 S DONAHUE AUBURN AL 36849 92105487 0 X WWW.AUBURNTIGERS.COM/TIGERSUNLIMITED X 2002 AL TO PROVIDE SUPPORT FOR AUBURN UNIVERSITY INTERCOLLEGIATE ATHLETICS 8 8 0 9 0 0 55035242 57368774 136536 192548 408473 4107882 550574 815073 56130825 62484277 20908735 20117251 0 0 0 0 11500 91667 4750564 35631951 38344279 56552186 58553197 -421361 3931080 119250251 131225682 23072522 29540688 96177729 101684994 TO PROVIDE SUPPORT FOR AUBURN UNIVERSITY INTERCOLLEGIATE ATHLETICS 0 0 50961786 20117251 465967 THE FOUNDATION SUPPORTS EXTRACURRICULAR SPORTS PROGRAMS. IT RECEIVES AND ADMINISTERS FUNDS FOR SCIENTIFIC, EDUCATIONAL AND CHARITABLE PURPOSES, FOR AND ON BEHALF OF AUBURN UNIVERSITY FOR THE AUBURN INTERCOLLEGIATE ATHLETICS. THIS INCLUDES, BUT IS NOT LIMITED TO, ATHLETIC SCHOLARSHIPS, ATHLETIC PROGRAM ENHANCEMENTS, ATHLETIC-RELATED EQUIPMENT PURCHASES AND CONSTRUCTION OF ATHLETIC FACILITIES. 50961786 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 97 0 1 0 0 0 0 0 1 1 1 1 0 0 0 1 0 0 0 X 8 8 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MARKA BLACKERBY 4787312191 392 S DONAHUE DRIVE AUBURN AUBURN AL 36849 X JERRE O PIERSON DIRECTOR/PRESIDENT 1.00 0.00 X X 0 0 0 DIANE SCHILLECI DIRECTOR/TREASURER 1.00 0.00 X X 0 0 0 BILL NEVILLE DIRECTOR 1.00 0.00 X 0 0 0 KEITH CREEL DIRECTOR 1.00 0.00 X 0 0 0 ROBERT MADDOX DIRECTOR 1.00 0.00 X 0 0 0 CHARLES BARKLEY DIRECTOR 1.00 0.00 X 0 0 0 KIM EVANS DIRECTOR 1.00 0.00 X 0 0 0 STEVE WALLACE DIRECTOR 1.00 0.00 X 0 0 0 CHARLES T JACKSON EXECUTIVE DIRECTOR/SECRETARY 20.00 20.00 X 423299 0 133038 MARKA W BLACKERBY ASSISTANT TREASURER 30.00 10.00 X 130848 0 40613 554147 0 173651 2 0 1 0 PROOF OF THE PUDDING BY MGR 2033 MONROE DRIVE ATLANTA GA 30324 CATERING 1925780 ON LOCATION EVENTS LLC P O BOX 1086 NOTRE DAME IN 46556 TRAVEL SERVICES 564064 MIKE DUNNIVANT PAINTING 456 LEE RD 216 PHENIX CITY AL 36870 PAINTING SERVICES 288694 A-L TIER II LLC (PACIOLAN LLC) P O BOX 824841 PHILADELPHIA PA 19182 COMPUTER SUPPORT 198026 VIBEZ ENTERTAINMENT TECH 211 ORR AVE OPELIKA AL 36804 TECHNOLOGY SUPPORT 194161 16 43395576 13973198 5842429 57368774 ON-LINE SALES COMMISSIONS 561499 156926 156926 MEMBERSHIP DUES 561499 35622 35622 192548 3873793 3873793 3814029 98321 3678261 0 135768 98321 234089 234089 26484603 43395576 25942949 541654 541654 OTHER REVENUE 561499 273419 273419 273419 62484277 465967 0 4649536 20117251 20117251 414231 347839 25582 40810 60789 1345 59444 66600 66600 311250 311250 91667 91667 749701 492407 2509 254785 483805 483805 1044856 950393 32926 61537 835806 823534 12272 466010 332811 13791 119408 30712 12908 1440 16364 180 180 7963 7963 60153 53485 6668 EXPENSE REIMBURSEMENT F 23086818 20457745 1153059 1476014 RECRUITING EXPENSES 2034752 2034752 BAD DEBT EXPENSE 1854200 1854200 OTHER ADMINISTRATIVE CO 1539977 41829 1400007 98141 5296476 4553917 19732 722827 58553197 50961786 2840847 4750564 501 500 2661270 3028873 31007298 25997217 561854 1534569 107644 97838 233030 233030 378910 0 84464834 100474979 67940 91706 119250251 131225682 287939 895252 2741220 3059811 20043363 25585625 23072522 29540688 X 27540037 35162856 68637692 66522138 96177729 101684994 119250251 131225682 3931080 1576185 0 X X 0 1 X 1 0 X 37566504 34947496 61787349 55035242 57368774 246705365 37566504 34947496 61787349 55035242 57368774 246705365 277283 246428082 1193855 830122 838581 444721 3873793 7181072 560635 0 0 432721 541654 1535010 65249 26127 231767 117853 273419 714415 256135862 548871 0.96210 0.97540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 311250 311250 58245352 58556602 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 180000 180000 180000 311250 851250 250000 250000 250000 250000 1000000 1500000 11227205 70676 1233960 562271 11969570 10776056 105537 882330 536718 11227205 11473181 166605 -367631 496099 10776056 8845888 322078 2755358 450143 11473181 9294067 45990 -50231 443938 8845888 0.00000 1.00000 0.00000 0 1 1 233030 233030 0 0 HOLDINGS IN AUF ENDOWMENT POOL 11914509 F MONEY MARKET 34404599 F CSV OF LIFE INSURANCE 1385512 F GOVERNMENT BONDS & NOTES 52016359 F COMMON STOCKS (NOT PUBLICLY TRADED) 4000 F CERTIFICATE OF DEPOSIT 750000 F 100474979 DUE TO AUBURN UNIVERSITY 25582200 OPERATING LEASE LIABILITY 3425 25585625 X 90006816 1576185 3405 25942949 27522539 62484277 0 62484277 84499551 3405 25942949 25946354 58553197 0 58553197 PART V, LINE 4: ESTABLISHED FOR PROGRAM SUPPORT AND SCHOLARSHIPS. PART X, LINE 2: THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. AS OF JUNE 30, 2024 AND 2023, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND NO INTEREST AND PENALTIES RELATED TO INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR FUNDRAISING EVENTS SHOWN AS AN OFFSET TO INCOME PER TAX RETURN (SEE SCHEDULE O FOR EXPLANATION). 25,942,949. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR FUNDRAISING EVENTS SHOWN AS AN OFFSET TO INCOME PER TAX RETURN (SEE SCHEDULE O FOR EXPLANATION). 25,942,949. X X 1 JF SMITH GROUP INC PO BOX 1197 AUBURN AL 36831 FUNDRAISING CONSULTANT 0 0 91667 -91667 91667 -91667 FOOTBALL 59227687 36292097 22935590 22179964 BASKETBALL 8342746 5834202 2508544 2628812 12 2309746 1269277 1040469 1134173 69880179 43395576 26484603 25942949 25942949 541654 1 AUBURN UNIVERSITY INGRAM HALL AUBURN AL 36849 636000724 115 19046575 1070676 FMV MOBILE BUILDING, GRAPHICS & SIGNAGE, COOKING & SERVING EQUIPMENT ATHLETIC PROGRAM SUPPORT AND STUDENT SCHOLARSHIP SUPPORT 1 0 SCHEDULE I, PART I, LINE 1: THE GRANTEE, AUBURN UNIVERSITY, IS A SECTION 115 ENTITY. AS A LAND-GRANT INSTITUTION OF HIGHER EDUCATION, ITS MAJOR SOURCE OF FUNDS IS STATE APPROPRIATIONS AND ITS DISBURSEMENTS ARE RESTRICTED OR GOVERNED BY STATE LAW. SINCE IT IS GOVERNED BY THE STATE OF ALABAMA, ITS TRANSACTIONS ARE SUBJECT TO PUBLIC DISCLOSURE AND THE FOUNDATION HAS ACCESS TO ITS FINANCIAL RECORDS. GRANTS DESIGNATED FOR A SPECIFIC PURPOSE ARE CREDITED TO A FUND ESTABLISHED SPECIFICALLY FOR THAT PURPOSE. THE AUBURN UNIVERSITY PAYMENT SERVICES DEPARTMENT ENSURES COMPLIANCE WITH THE FUND'S RESTRICTIONS. X X X X 0 0 0 0 0 0 0 0 0 CHARLES T JACKSON EXECUTIVE DIRECTOR/SECRETARY 423299 0 0 0 0 0 55960 0 77078 0 556337 0 0 0 MARKA W BLACKERBY ASSISTANT TREASURER 130848 0 0 0 0 0 18227 0 22386 0 171461 0 0 0 PART I, LINE 3 AUBURN UNIVERSITY, A RELATED ORGANIZATION, USES A COMPENSATION COMMITTEE, AN INDEPENDENT CONSULTANT, A SURVEY OR STUDY, AND APPROVAL OF THE BOARD TO ESTABLISH COMPENSATION FOR THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. X 72 3678261 FMV X 8 18745 LIFE INSURANCE-CSV X LIVESTOCK - HORSES 10 1443800 FMV X LIGHTING 2 529841 FMV X EQUESTRIAN SUPPLIES & EQUIPMENT 32 100305 FMV X PLANE TICKETS 2 30780 FMV X TURF FOR GOLF FACILITY 1 20500 FMV X GOLF CART 1 13022 FMV X JOHN DEERE GATOR 1 7175 FMV 0 0 1 0 PART I, LINE 32B: THE AMOUNTS SHOWN IN PART 1, COLUMN B FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS CONTRIBUTED AND NOT NECESSARILY THE TOTAL NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BODY SUBJECT TO APPROVAL: THE PRESIDENT OF THE UNIVERSITY APPROVES EXPENDITURES MADE BY THE FOUNDATION WITHIN THE AUBURN ATHLETICS DEPARTMENT BUDGET. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: THE ASSISTANT TREASURER/DIRECTOR OF FINANCE REVIEWS THE FORM 990 WITH THE AUDIT COMMITTEE BEFORE THE FILING DUE DATE. A COPY OF THE FORM 990 IS DELIVERED TO THE FULL GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WRITTEN CONFLICT OF INTEREST POLICY: ON AN ANNUAL BASIS, THE ASSISTANT TREASURER PROVIDES TO ALL DIRECTORS, THE EXECUTIVE DIRECTOR, MEMBERS OF SENIOR MANAGEMENT, AND AUBURN UNIVERSITY EMPLOYEES WITH PURCHASING AND/OR HIRING RESPONSIBILITIES OR AUTHORITY, A LIST OF ALL VENDORS WITH WHOM THE FOUNDATION HAS TRANSACTED BUSINESS AT ANY TIME DURING THE PRECEDING YEAR. ANY REPORTABLE CONFLICTS SHALL BE DISCLOSED IN WRITING TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR REVIEWS ALL WRITTEN DISCLOSURES SUBMITTED BY AUBURN UNIVERSITY EMPLOYEES, AND THE AUDIT COMMITTEE WILL REVIEW ALL WRITTEN DISCLOSURES SUBMITTED BY DIRECTORS AND THE EXECUTIVE DIRECTOR, AND DETERMINE THE APPROPRIATE RESOLUTION. THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING DIRECTORS, THE EXECUTIVE DIRECTOR, AND OTHER MEMBERS OF SENIOR MANAGEMENT. SHOULD THE REPORTABLE CONFLICT INVOLVE A MEMBER OF THE AUDIT COMMITTEE OTHER THAN THE CHAIR OF THE AUDIT COMMITTEE, THE CHAIR SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF CONFLICTS INVOLVING THE AUDIT COMMITTEE MEMBER. SHOULD THE CONFLICT INVOLVE THE CHAIR OF THE AUDIT COMMITTEE, THE CHAIR OF THE BOARD SHALL BE RESPONSIBLE FOR MAKING ALL DECISIONS CONCERNING RESOLUTIONS OF THE CONFLICT. A DIRECTOR OR AUBURN UNIVERSITY EMPLOYEE MAY APPEAL A DETERMINATION THAT AN ACTUAL OR APPARENT CONFLICT OF INTEREST EXISTS. THE APPEAL MUST BE DIRECTED TO THE CHAIR OF THE BOARD. APPEALS MUST BE MADE WITHIN 30 DAYS OF THE INITIAL DETERMINATION. RESOLUTION OF THE APPEAL SHALL BE MADE BY VOTE OF THE FULL BOARD OF DIRECTORS. BOARD MEMBERS WHO ARE THE SUBJECT OF THE APPEAL, OR WHO HAVE A CONFLICT OF INTERESTS WITH RESPECT TO THE SUBJECT OF THE APPEAL, SHALL ABSTAIN FROM PARTICIPATING IN DISCUSSING OR VOTING ON THE RESOLUTION, UNLESS THEIR DISCUSSION IS REQUESTED BY THE REMAINING MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION: THE FOUNDATION HAS NO EMPLOYEES. THIS QUESTION IS ANSWERED WITH RESPECT TO AUBURN UNIVERSITY (A RELATED ORGANIZATION). COMPENSATION IS DETERMINED BASED ON MARKET SURVEYS DONE WITHIN AUBURN UNIVERSITY'S HUMAN RESOURCES. IF INFORMATION IS NOT AVAILABLE, INTERNAL EQUITY ISSUES DETERMINE SALARY GRADE. FORM 990, PART VI, SECTION C, LINE 19 PROCESS OF MAKING FOUNDATION'S DOCUMENTS & STATEMENTS AVAILABLE TO PUBLIC: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A: TWO OFFICERS OF THE FOUNDATION ARE EMPLOYEES OF A RELATED ORGANIZATION, AUBURN UNIVERSITY, AND THEIR TOTAL SALARIES ARE PAID BY AUBURN UNIVERSITY, AND ARE THEREFORE LISTED AS 40 HOURS PER WEEK FOR THE RELATED ORGANIZATION. MARKA W. BLACKERBY, ASSISTANT TREASURER, WORK ALMOST ENTIRELY ON FOUNDATION RELATED MATTERS, AND IS ALSO LISTED AT 40 HOURS PER WEEK FOR THE FOUNDATION. FORM 990, PART XII, LINE 2C: THE ORGANIZATION MADE NO CHANGES TO ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. FORM 990, SCHEDULE D, PART XI, LINE 2D AND PART XII, LINE 2D: DIRECT EXPENSES FOR FUNDRAISING EVENTS, SUCH AS CATERING, TICKETS, EQUIPMENT RENTAL, AND OTHER AMENITIES PROVIDED. AUBURN UNIVERSITY INGRAM HALL AUBURN AL 36849 636000724 EDUCATION AL IMPLIED STATUTORY IM N/A 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 AUBURN UNIVERSITY B 20117251 FMV AUBURN UNIVERSITY D -53022 FMV AUBURN UNIVERSITY E 5550339 FMV AUBURN UNIVERSITY O 23086818 FMV