2025-05-02T11:18:02-05:00 2024-06-30 581107697 SEROTTA MADDOCKS EVANS & CO 2743 PERIMETER PKWY AUGUSTA GA 30909 990 2023-07-01 586038134 AUGUSTA UNIVERSITY FOUNDATION INC AUGU 7067216955 1120 15TH STREET HS3200PAE AUGUSTA GA 30912 STEPHEN WERTZ CHIEF EXECUTIVE OFFICER 7067216955 2025-04-22 1 1 MICHELLE BENNETT P00968513 7067225337 2023 2025-03-06 01:10:19Z STEPHEN WERTZ 1120 15TH STREET HS3200/PAE AUGUSTA GA 30912 24337724 0 X HTTP://WWW.AUGUSTA.EDU/GIVING/FOUNDATIONS X 1967 GA ESTABLISHING AND ADMINISTERING ENDOWMENT FUNDS FOR THE BENEFIT OF AUGUSTA UNIVERSITY. 25 23 0 23 22500 20287 38110975 21108554 0 0 2719629 2983728 218037 245442 41048641 24337724 1933223 1912013 0 0 4385889 4887574 0 0 3686482 7692642 7248569 14011754 14048156 27036887 10289568 106003301 120060266 25940163 23929273 80063138 96130993 TO RAISE PRIVATE SUPPORT FROM INDIVIDUALS, CORPORATIONS, FOUNDATIONS, AND OTHERS TO FURTHER THE INTERESTS OF AUGUSTA UNIVERSITY. OTHER PURPOSES OF THE FOUNDATION ARE TO ESTABLISH AND MAINTAIN ENDOWMENTS AND PROVIDE THE ADMINISTRATION FOR HANDLING ALL PRIVATE SUPPORT. 0 0 9072186 1912013 222942 TO PROVIDE DIRECT SUPPORT TO AUGUSTA UNIVERSITY FOR UNIVERSITY PROGRAMS, ACADEMIC SUPPORT, AND SCHOLARSHIP FUNDING. 9072186 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 100 0 0 1 1 0 0 0 0 1 1 0 0 0 0 X 25 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 GA X JODI COLLINS CPA & ASSISTANT VP FOR FDNS 7067217343 1120 15TH STREET HS-3200 AUGUSTA GA 30912 ALVIN HARRIS CO-CHAIR 1.00 X X 0 0 0 DENNIS SODOMKA CO-IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 DEBORRAH LAYMAN RN CO-CHAIR 1.00 X X 0 0 0 THE HONORABLE PAMELA DOUMAR BOARD MEMBER 1.00 X 0 0 0 CAMERON NIXON BOARD MEMBER 1.00 X X 0 0 0 DAVE BRENDZA BOARD MEMBER 1.00 X 0 0 0 KAREN HUGHES BOARD MEMBER 1.00 X 0 0 0 ADAM WILLIAMS TREASURER 1.00 X X 0 0 0 BRUCE ASHENDORF DMD SECRETARY 1.00 X X 0 0 0 EDDIE BUSSEY BOARD MEMBER 1.00 X 0 0 0 ROBERT C OSBORNE CO-IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 CHRISTINE CRAWFORD SCD BOARD MEMBER 1.00 X 0 0 0 ALAN GRIFFIN BOARD MEMBER 1.00 X 0 0 0 JASON CUEVAS BOARD MEMBER 1.00 X 0 0 0 ROBERTSTEEN HOWARD MD BOARD MEMBER 1.00 X 0 0 0 BROOKS KEEL PHD AU PRESIDENT 1.00 39.00 X 0 947998 343208 HENRY INGRAM BOARD MEMBER 1.00 X 0 0 0 RUSSELL KEEN AU EVP FOR ADMIN & COS 1.00 39.00 X 0 423185 80507 WILLIAM P KANTO JR MD BOARD MEMBER 1.00 X 0 0 0 SUSAN NICHOLSON BOARD MEMBER 1.00 X 0 0 0 LESLIE C LAMBERT BOARD MEMBER 1.00 X 0 0 0 STEVIE REDMOND BOARD MEMBER 1.00 39.00 X 0 0 0 STEPHEN WERTZ AU FOUNDATION CEO 20.00 20.00 X X 0 216353 25702 KATHLEEN ROBINSON DMD BOARD MEMBER 1.00 X 0 0 0 ELAINE CLARK SMITH BOARD MEMBER 1.00 X 0 0 0 YVONNE TURNER CPM CCP AU EVP FINANCE/CBO 1.00 39.00 X 0 413049 131111 GERALD WOODS BOARD MEMBER 1.00 X 0 0 0 WILBUR E JOHNSON ESQ BOARD MEMBER 1.00 X 0 0 0 BRANDON MCCRAY AU VP FOR DEVELOPMENT 10.00 30.00 X 0 271300 36453 WILLIAM KUHLKE BOARD MEMBER - EMERITI TRU 1.00 X 0 0 0 THE HONORABLE J CARLISLE OVERSTREET BOARD MEMBER - EMERITI TRU 1.00 X 0 0 0 BERNARD SILVERSTEIN BOARD MEMBER - EMERITI TRU 1.00 X 0 0 0 MILDRED GARMON FORMER AVP FOR FOUNDATIONS & CFO 40.00 X 0 111438 12138 0 2383323 629119 0 1 1 0 0 21108554 2902741 21108554 2983728 2983728 22500 0 22500 22500 22500 OTHER INCOME 900099 222942 222942 222942 24337724 222942 22500 2983728 1912013 1912013 3722772 1515445 666414 1540913 1164802 447478 181980 535344 154370 154370 180393 8501 78967 92925 259097 174273 615 84209 177920 139436 633 37851 389007 264760 25945 98302 652479 652479 64750 64750 PROPERTY AND EQUIPMENT 1422032 1400463 297 21272 SUPPLIES AND OTHER OPER 1357715 860856 55605 441254 SPECIAL EVENTS 884726 567652 16018 301056 OTHER PERSONAL SERVICES 679584 282864 151351 245369 1026496 691596 46913 287987 14048156 9072186 1289488 3686482 15509872 15265727 5384215 5221052 121260 174410 23255851 21170897 146969 145621 3333955 3947420 57435950 73392314 815229 742825 106003301 120060266 1084892 1201103 1534826 1435490 18964497 17628148 4355948 3664532 25940163 23929273 X 7300128 10270812 72763010 85860181 80063138 96130993 106003301 120060266 10289568 5778287 0 X X 0 1 X 1 0 X 5558648 5934735 10306564 38110975 21108554 81019476 5558648 5934735 10306564 38110975 21108554 81019476 81019476 1197419 1321141 1355217 1529705 5403482 86422958 0.93750 0.89890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39837698 5472715 5125313 1123352 49312374 30592534 7649215 3157054 1561105 39837698 35036532 6036295 -4927613 5552680 30592534 27578729 448136 8262565 1252898 35036532 28188938 340700 221984 1172893 27578729 0 0 0 MUTUAL FUNDS 62106422 F BOARD OF REGENTS POOLED INVESTMENT FUND 11285892 F 73392314 UNEARNED INTEREST REVENUE 3664532 3664532 X 29961641 5778287 5778287 24183354 154370 154370 24337724 13893786 0 13893786 154370 154370 14048156 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR THE 50% CHARITABLE CONTRIBUTION DEDUCTION FOR INDIVIDUAL DONORS. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION FILES A CONSOLIDATED INFORMATIONAL RETURN WITH THE FOLLOWING LIMITED LIABILITY COMPANIES: ASU JAGUAR STUDENT HOUSING I, LLC AND ASU JAGUAR STUDENT CENTER, LLC, IN WHICH THE FOUNDATION IS THE SINGLE MEMBER. 0 AUGUSTA UNIVERSITY 1120 15TH STREET AUGUSTA GA 30912 1912013 0 ACADEMIC SUPPORT 0 0 0 0 0 0 0 0 0 BROOKS KEEL PHD AU PRESIDENT 0 903698 0 1000 0 43300 0 300000 0 43208 0 1291206 0 0 YVONNE TURNER CPM CCP AU EVP FINANCE/CBO 0 411849 0 1200 0 0 0 0 0 131111 0 544160 0 0 RUSSELL KEEN AU EVP FOR ADMIN & COS 0 414485 0 1000 0 7700 0 0 0 80507 0 503692 0 0 BRANDON MCCRAY AU VP FOR DEVELOPMENT 0 270300 0 1000 0 0 0 0 0 36453 0 307753 0 0 STEPHEN WERTZ AU FOUNDATION CEO 0 205046 0 1000 0 10307 0 0 0 25702 0 242055 0 0 MILDRED GARMON FORMER AVP FOR FOUNDATIONS & CFO 0 102938 0 8500 0 0 0 0 0 12138 0 123576 0 0 A DEVELOPMENT AUTHORITY OF RICHMOND COUNTY 521309430 76459LBB4 2004-08-19 19113025 EDUCATIONAL FACILITIES - STUDENT HOUSING 1 1 0 B DEVELOPMENT AUTHORITY OF RICHMOND COUNTY 521309430 764586BY8 2005-02-03 10997518 EDUCATIONAL FACILITIES - STUDENT CENTER 1 1 0 C DEVELOPMENT AUTHORITY OF RICHMOND COUNTY 521309430 764595CB8 2012-11-28 19151254 REFUNDING REVENUE BONDS SERIES 2012 0 0 0 D DEVELOPMENT AUTHORITY OF RICHMOND COUNTY 521309430 764595CY8 2014-10-30 10365097 REFUNDING REVENUE BONDS SERIES 2014 0 0 0 A 18665000 2005 0 0 0 0 B 9680000 2005 0 0 0 0 C 19151254 654000 315845 180924 42737 0 1 0 1 D 10365097 334259 9813390 217448 0 1 0 1 C 1 0 0 0 0 0 0 D 1 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 D 0 X CONTRIBUTED SERVICES 0 2902741 ACTUAL COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS SUBMITTED TO AUGUSTA UNIVERSITY FOUNDATION'S GOVERNING BODY BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT AND THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ACTIVELY MONITOR COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 AUGUSTA UNIVERSITY FOUNDATION, INC. PROVIDES ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON ITS WEBSITE OR UPON REQUEST. FORM 990, PART XI, LINE 2C: THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES OVERSEES THE AUDIT PROCESS. ASU JAGUAR STUDENT CENTER LLC 1120 15TH STREET FI-1000 AUGUSTA GA 30912 141900977 REAL ESTATE GA 269445 9030446 AUGUSTA UNIVERSITY FOUNDATION INC ASU JAGUAR STUDENT HOUSING LLC 1120 15TH STREET FI-1000 AUGUSTA GA 30912 141900974 REAL ESTATE GA 655943 17480166 AUGUSTA UNIVERSITY FOUNDATION INC AUGUSTA UNIVERSITY 1120 15TH STREET AUGUSTA GA 30912 586002053 EDUCATION GA 115(1) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 AUGUSTA UNIVERSITY B 1912013 AUDITED FINANCIAL STATEMENTS AUGUSTA UNIVERSITY O 2902741 AUDITED FINANCIAL STATEMENTS