2025-03-19T14:27:09-05:00 2024-06-30 580692043 MAULDIN & JENKINS LLC 200 W MLK BLVD STE 1100 CHATTANOOGA TN 374021239 990 2023-07-01 620476521 UNIVERSITY OF CHATTANOOGA FOUNDATION INC UNIV 4234254393 615 MCCALLIE AVENUE DEPT 6806 CHATTANOOGA TN 37403 HARRIET CHAMBERS CFO 4234254787 2025-02-15 1 0 CHRISTIAN BENNETT P01902272 4237566133 2025-03-09 2023 2025-03-06 01:10:19Z DOUG BROWN 615 MCCALLIE AVENUE DEPT 6806 CHATTANOOGA TN 37403 94523870 0 X N/A X 1969 TN SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS 31 31 0 100 -167669 0 9375230 38333852 0 0 2303895 17633068 0 0 11679125 55966920 8983358 13248663 0 0 8000 0 0 0 3452279 4797528 4408468 13788886 17657131 -2109761 38309789 238636483 286926920 43477430 44816506 195159053 242110414 SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA 0 0 13248663 13248663 SUPPORT OF HIGHER EDUCATION THROUGH SPECIAL PROJECTS OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA 13248663 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 15 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X X HARRIET NEELY CHAMBERS 4234254787 615 MCCALLIE AVE DEPT 6806 CHATTANOOGA TN 37403 X MIKE COSTELLO TRUSTEE 0.50 X 0 0 0 DOUGLAS BROWN IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 STEVE L FROST TREASURER 0.50 X X 0 0 0 KELLY ALLING TRUSTEE 0.50 X 0 0 0 KEN JONES TRUSTEE 0.50 X 0 0 0 ASHLEE PATTEN CHAIR 0.50 X X 0 0 0 NANCY COLLUM TRUSTEE 0.50 X 0 0 0 BETSY BROWN TRUSTEE 0.50 X 0 0 0 GREG EAVES TRUSTEE 0.50 X 0 0 0 BRETT ROUSCH TRUSTEE 0.50 X 0 0 0 DAVID BELITZ TRUSTEE 0.50 X 0 0 0 ROGER SMITH TRUSTEE 0.50 X 0 0 0 FRANK WILLIAMSON TRUSTEE 0.50 X 0 0 0 CLINT WOLFORD TRUSTEE 0.50 X 0 0 0 BENJAMIN BROWN TRUSTEE 0.50 X 0 0 0 ALAN CATES TRUSTEE 0.50 X 0 0 0 SCOTT LEROY TRUSTEE 0.50 X 0 0 0 SUZANNE FORLIDAS TRUSTEE 0.50 X 0 0 0 ROY VAUGHN SECRETARY 0.50 X X 0 0 0 DAVID DEVANEY TRUSTEE 0.50 X 0 0 0 KEITH HELTON TRUSTEE 0.50 X 0 0 0 ASHLEY NICHOLS TRUSTEE 0.50 X 0 0 0 EDNA VARNER TRUSTEE 0.50 X 0 0 0 MARIE WEBB TRUSTEE 0.50 X 0 0 0 TODD WOMACK VICE CHAIR 0.50 X X 0 0 0 KATHY O'BRIEN TRUSTEE 0.50 X 0 0 0 DONNA WILLIAMS TRUSTEE 0.50 X 0 0 0 KERRY WITCHER TRUSTEE 0.50 X 0 0 0 ALBERT WOODARD TRUSTEE 0.50 X 0 0 0 MIKE KRAMER TRUSTEE 0.50 X 0 0 0 JAY DALE TRUSTEE 0.50 X 0 0 0 KIM WHITE EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 38333852 6120598 38333852 3803251 -167669 3970920 52386767 38556950 13829817 13829817 13829817 55966920 0 -167669 17800737 13248663 13248663 17123 17123 693729 386069 307660 84640 84640 110000 110000 363825 363825 3882 3882 30628 30628 DEVELOPMENT OPERATING 3144619 3144619 OTHER TAXES -39978 -39978 17657131 13248663 956189 3452279 32461393 39583200 7034521 26245577 26403484 30752136 26100 0 21174 3882 0 17292 71577111 89134736 93933218 99895502 7200656 1298477 238636483 286926920 404270 332159 705364 565680 0 1600000 40000000 40000000 2367796 2318667 43477430 44816506 X 56413020 61858692 138746033 180251722 195159053 242110414 238636483 286926920 38309789 8641572 0 X X 0 1 X 1 0 X 8453154 9729955 9959144 9375230 38333852 75851335 8453154 9729955 9959144 9375230 38333852 75851335 26065893 49785442 2785765 1170897 1288360 2954684 3970920 12170626 -512298 -54433 792922 -176332 -167669 -117810 87904151 0.56640 0.80190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 172753572 1068253 23782265 7659475 189944595 171154290 5001428 8358801 11760947 172753572 193156758 9842231 -18737525 13107174 171154290 149205545 10448901 39673063 6170751 193156758 158037113 2959601 1211353 13002522 149205545 0.35206 0.64794 0 0 21174 3882 17292 17292 LIMITED PARTNERSHIPS & OTHER 99895502 F 99895502 DUE TO UTC 2318667 2318667 X 47063284 8641572 8641572 38421712 17545208 17545208 55966920 17657131 0 17657131 0 17657131 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE VARIOUS PROGAMS SUPPORTED BY THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION FOLLOWS THE STATUTORY REQUIREMENTS FOR ITS INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO THE FOUNDATION'S NON-TAXABLE STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT RETURN REDUCED BY AMOUNTS DESIGNATED FOR CURRENT OPERATIONS 17,545,208. 1 UNIVERSITY OF TN AT CHATTANOOGA 615 MCCALLIE AVE CHATTANOOGA TN 37403 626001636 170(B)(1)(A)(II) 13196290 52373 FMV EQUIPMENT,SUPPLIES AND HISTORICAL ARTIFACTS TO SUPPORT EXCELLENCE IN HIGHER EDUCATION THROUGH SPECIAL PROJECTS FOR THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA. PART I, LINE 2: THE UNIVERSITY OF CHATTANOOGA FOUNDATION, INC. ADOPTS A BUDGET BY CATEGORY, INCLUDING SCHOLARSHIPS AND FELLOWSHIPS, AUTHORIZING EXPENDITURES OF FUNDS IN EACH APPROVED CATEGORY AND IN THE GROSS AMOUNT AS SO APPROVED. THE DECISION AS TO INDIVIDUALS TO RECEIVE SCHOLARSHIPS, RESEARCH GRANTS, SABBATICAL LEAVE ETC., ARE MADE BY PERSONNEL UNDER SUPERVISION OF THE CHANCELLOR OF THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA, WHICH IS A PART OF THE UNIVERSITY OF TENNESSEE SYSTEM, AND AS SUCH NOT UNDER THE CONTROL OF UCFI. THE FUNDS ARE PROVIDED FOR A QUALIFIED CHARITABLE PURPOSE AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 170(C). WE ARE CONFIDENT THAT THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA DISBURSES THESE FUNDS TO QUALIFIED RECIPIENTS. X 573 FMV X 15 6068225 FMV X FILL DIRT AND GRAVEL 2 20250 FMV X FOOD AND TICKETS 7 11674 FMV X GOLF CART 1 7500 FMV X MATSUURA TIGER MC-510 1 6950 FMV X PRECUSSION MUSIC COLLECTION 1 5000 FMV X CANNON DIGITAL SLR CAMERA 1 425 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS MADE AVAILABLE TO THE FULL BOARD TO REVIEW THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BY ANNUAL REVIEW OF THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 SALARY SURVEYS PROVIDED BY UT SYSTEM AND HIRING CONSULTANTS ARE REVIEWED. UC FOUNDATION BOARD CHAIR ALONG WITH UT FOUNDATION PRESIDENT AND UTC CHANCELLOR RECOMMEND SALARY. VOTE FROM THE UC FOUNDATION EXECUITVE COMMITTEE IS NEEDED FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC MIKE COSTELLO - 1215A FORT STEPHENSON OVAL, LOOKOUT MOUNTAIN, TN 37350. DOUGLAS BROWN - 1116 LONGHOLM COURT, CHATTANOOGA, TN 37405. STEVE L. FROST - 300 S. PALISADES DRIVE, SIGNAL MOUNTAIN, TN 37377. KELLY ALLING - 117 FORT STEPHENSON PLACE, LOOKOUT MOUNTAIN, TN 37350. KEN JONES - 5347 ROSE GLEN COURT, OOLTEWAH, TN 37363. ASHLEE PATTEN - 832 GEORGIA AVE., SUITE 360, CHATTANOOGA, TN 37402. NANCY COLLUM - 900 VINE STREET, APARTMENT 1, CHATTANOOGA, TN 37403. BETSY BROWN - 832 GEORGIA AVE., SUITE 210, CHATTANOOGA, TN 37402. GREG EAVES - 7835 OOLTEWAH GEORGETOWN RD., OOLTEWAH, TN 37363. BRETT ROUSCH - 800 MARKET STREET, SUITE 318, CHATTANOOGA, TN 37402. DAVID BELITZ - 136 HOLLY LANE, KINGSTON, TN 37763. ROGER SMITH - 245 MARRCREST LANE, SIGNAL MOUNTAIN, TN 37377. FRANK WILLIAMSON - 731 MISSISSIPPI AVE., CHATTANOOGA, TN 37405. CLINT WOLFORD - 412 GEORGIA, SUITE 200, CHATTANOOGA, TN 37403. BENJAMIN BROWN - 603 WEST BROW ROAD, LOOKOUT MOUNTAIN, TN 37350. ALAN CATES - 4 ROCK CREST LANE, SIGNAL MOUNTAIN, TN 37377. SCOTT LEROY - 4722 BUCKINGHAM DR., CHATTANOOGA, TN 37421. SUZANNE FORLIDAS - 11 MINNEKAHDA TRAIL, CHATTANOOGA, TN 37405. ROY VAUGHN - 1 CAMERON HILL CIRCLE, CHATTANOOGA, TN 37402. DAVID DEVANEY - 61 GNOME TRAIL, LOOKOUT MOUNTAIN, GA 30750. KEITH HELTON - 3738 JASON DRIVE, CHATTANOOGA, TN 37412. ASHLEY NICHOLS - 902 JAMES BLVD., SIGNAL MOUNTAIN, TN 37377. EDNA VARNER - 3601 LAKE VISTA DRIVE, CHATTANOOGA, TN 37416. MARIE WEBB - 7019 ARBURY WAY, OOLTEWAH, TN 37363. TODD WOMACK - 832 GEORGIA AVE., SUITE 501, CHATTANOOGA, TN 37402. KATHY O'BRIEN - 630 WHITEHALL ROAD, CHATTANOOGA, TN 37405. DONNA WILLIAMS - 819 E MARTIN LUTHER KING BLVD., CHATTANOOGA, TN 37403. KERRY WITCHER - 1525 UNIVERSITY AVENUE, KNOXVILLE, TN 37921. ALBERT WOODARD - 1092 ARBOR TRACE NE, BROOKHAVEN, GA 30319. KIM WHITE - 800 MARKET STREET, SUITE 314, CHATTANOOGA, TN 37402. MIKE KRAMER - 100 W. MLK BLVD., SUITE 600, CHATTANOOGA, TN 37402. JAY DALE - 701 MARKET STREET, CHATTANOOGA, TN 37402. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CAMPUS DEVELOPMENT FOUNDATION INC 201 ALUMNI HOUSE 615 MCCALLIE AVE D CHATTANOOGA TN 37403 621819831 PROVIDES HOUSING TO STUDENTS AT THE UNIVERSITY OF TENNESSEE CHATTANOOGA. TN 501(C)(3) 11A UNIVERSITY OF TENNESSEE AT CHATTANOOGA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0