2025-04-24T14:42:09-04:00 2024-09-30 631262841 ANGLIN REICHMANN ARMSTRONG PC 305 QUALITY CIRCLE HUNTSVILLE AL 358065539 990 2023-10-01 636048099 UNIVERSITY OF ALABAMA HUNTSVILLE FOUNDATION UNIV 2568246127 SHELBIE KING HALL 304 HUNTSVILLE AL 35899 MALLIE S HALE EXECUTIVE DIRECTOR 2568246127 2025-04-21 true true REBECCA E GIVENS CPA P01982615 2565331040 2025-04-21 2023 2025-03-06 01:10:19Z MALLIE S HALE 34216367 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 37 30 0 4679120 4673818 5825263 3456907 0 22180877 5839541 7322068 5544987 35328208 14841435 23193989 3788110 0 0 0 0 1827432 3115321 25021421 6903431 10306787 7938004 120958667 131686144 13252567 10205801 107706100 121480343 PROVIDE SUPPORT TO THE UNIVERSITY OF ALABAMA IN HUNTSVILLE THROUGH CONTRIBUTIONS TO SCHOOL PROGRAMS AND STUDENT SCHOLARSHIPS false false 3788110 3788110 PROVIDE SUPPORT TO THE UNIVERSITY OF ALABAMA IN HUNTSVILLE 3788110 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 false false false false false true false false false true 3 0 true 0 true true false false false false false false false false false false false false false false false false X 37 30 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 1119003 129057 SID J TRANT INTERIM CHAN 0.10 X 0 618949 77735 CHARLES L KARR EX OFFICIO, 0.10 X 0 645057 0 TODD M BARRE EX-OFFICO 0.25 X 0 322757 0 MALLIE S HALE EXECUTIVE DI 10.00 X X 0 195379 0 AMIT ARORA TERM MEMBER 0.10 X 0 0 0 DR MARCUS J BENDICKSON VICE CHAIRMA 0.25 X X 0 0 0 PHIL BENTLEY 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 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 PAM HUDSON TERM MEMBER 0.10 X 0 0 0 ERIC ST JOHN TERM MEMBER 0.10 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 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 ROBERT MAYES TERM 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 INA WILSON SMITH 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 LYNN TROY TERM MEMBER 0.10 X 0 0 0 IRMA L TUDER TERM MEMBER 0.10 X 0 0 0 BARBARA WADSWORTH TERM MEMBER 0.10 X 0 0 0 KEN WATSON TERM MEMBER 0.10 X 0 0 0 MICHAEL WICKS 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 2901145 206792 false true false 3456907 945 3456907 4021583 4021583 1400 1400 1400 1400 21109631 83259 19294748 80184 1814883 3075 1817958 1825312 -7354 CHAMBERS BOTTLING COMPANY LLC 424000 4611313 4611313 BIG SPRINGS INC, 291703 291703 MISCELLANEOUS 258950 258950 381621 75161 306460 5543587 14841435 2117015 4679120 4588393 3788110 3788110 60250 60250 98064 98064 2700 2700 292 292 BAD DEBT EXPENSE 1782351 1782351 INCOME TAXES 1144243 1144243 CREDIT CARD FEES 14644 14644 BANK FEES 10116 10116 2661 2661 6903431 3788110 3115321 0 17585270 24528808 5153777 2217009 220969 220969 220969 72734203 79056502 5828820 6099062 19435628 19563794 120958667 131686144 310197 734548 12000000 9465162 32616 909754 6091 13252567 10205801 X 54510645 68378389 53195455 53101954 107706100 121480343 120958667 131686144 X 7938004 6651232 -814993 X false true X true false X 7099703 3147147 8262152 5825263 3456907 27791172 7099703 3147147 8262152 5825263 3456907 27791172 6795410 20995762 1192852 2024559 2032119 2833122 4227324 12309976 1157479 1659154 2268946 6640636 4685474 16411689 30339 1090 29247 449413 361069 871158 57383995 291703 0.36590 0.38040 X PART II, LINE 10 MISCELLANEOUS 510,089 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54402743 991504 8700745 -3943454 60151538 52080623 3000 4645689 -2326569 54402743 58014146 2052054 -6135631 -1849946 52080623 45085395 1334260 13852290 -2257799 58014146 45614886 275672 217657 -1022820 45085395 0.28000 0.17000 0.55000 false true true 220969 220969 220969 INVESTMENT IN UNCON. ENTITIES 18645983 ACCRUED INTEREST 600332 TRUST RECEIVABLE 242479 DUE FROM (RCVB) REL. PARTIES 75000 19563794 ANNUITY LIABILITY 6091 6091 20677674 6651232 -814993 5836239 14841435 14841435 6903431 6903431 6903431 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE TO PROVIDE A CONTINUOUS SOURCE OF FUNDING FOR SCHOLARSHIPS AND UNIVERSITY SUPPORT. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE IN SPLIT INTEREST AGREEMENT 75,821 UNCONS INCOME - BOOK/TAX DIFFERENCE -543,751 PLEDGE TIMING DIFFERENCE -347,063 true THE UNIVERSITY OF AL IN HUNTSVILLE 630520830 GOV 2350585 FMV CONTRIBUTIONS THE UNIVERSITY OF AL IN HUNTSVILLE 630520830 GOV 1437525 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 765736 236277 116990 116223 12834 1248060 SID J TRANT INTERIM CHANCELLOR 600151 18798 52253 25482 696684 CHARLES L KARR EX OFFICIO, UAH PRES 641040 4017 645057 TODD M BARRE EX-OFFICO 319841 2916 322757 MALLIE S HALE EXECUTIVE DIRECTOR 194965 414 195379 W F SANDERSHIGHTOWER TWICKENHAM SENIOR VP INVESTMENT/CONS FEES false S DAGNAL ROWEWILMER LEE PA CHAIRMAN LEGAL FEES 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. FORM 990, PART XI, LINE 9 CHANGE IN VALUE IN SPLIT INTEREST AGREEMENT 75,821 UNCONS INCOME - BOOK/TAX DIFFERENCE -543,751 PLEDGE TIMING DIFFERENCE -347,063 TOTAL -814,993 SEE ATTACHED N/A false CHAMBER'S BOTTLING COMPANY LLC PO BOX 2709 HUNTSVILLE AL 35804 630045380 SOFTDRINKS AL N/A UNRELATED 4479797 10347487 false false 0.39000 LOWE JONES BLUE LLC 307 FRANKLIN STREET SE HUNTSVILLE AL 35801 880935690 REAL ESTAT AL N/A UNRELATED 75161 false 75161 false 0.44440 BIG SPRINGS INC P O BOX 2709 HUNTSVILLE AL 35804 630106433 MANF. 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