2025-04-09T18:36:31-05:00 2024-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2023-07-01 586034031 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEOR 9124785519 PO BOX 8053 STATESBORO GA 30460 TRIP C ADDISON PRESIDENT 9124785519 2025-03-31 1 0 MELISSA SEWARD P02145103 7709558600 2025-03-31 2023 2025-03-06 01:10:19Z TRIP C ADDISON PO BOX 8053 STATESBORO GA 30460 26706943 0 X SEE SCHEDULE O X 1963 GA THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION WAS ESTABLISHED IN 1963 TO RECEIVE, MANAGE, AND ADMINISTER PRIVATE GIFTS IN SUPPORT OF THE GEORGIA SOUTHERN UNIVERSITY MISSION AND PRIORITIES. THE FOUNDATION PRIMARILY ACCOMPLISHES THIS MISSION BY PROVIDING LEADERSHIP IN OBTAINING THE RESOURCES NEEDED TO ATTAIN UNIVERSITY GOALS AND THROUGH RESPONSIBLE STEWARDSHIP OF FUNDS AND OTHER ASSETS ENTRUSTED TO IT. THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION RAISES, INVESTS AND DISTRIBUTES PRIVATE DOLLARS NEEDED TO FUND THE PROGRAMS, PROJECTS, SCHOLARSHIPS, EQUIPMENT AND BUILDINGS THAT HELP GEORGIA SOUTHERN UNIVERSITY EARN AND MAINTAIN A REPUTATION FOR EXCELLENCE. 21 20 37 100 -162627 0 8385818 8618762 0 0 3266162 5268308 4886 -16644 11656866 13870426 6022757 10316039 0 0 0 0 126514 36156 944470 3766473 4761858 9915744 15114053 1741122 -1243627 127070383 136999796 702346 878452 126368037 136121344 X THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION, INC. WAS CREATED TO RAISE PRIVATE FUNDING TO MEET CERTAIN EDUCATIONAL AND INSTITUTIONAL NEEDS AT GEORGIA SOUTHERN UNIVERSITY NOT ADDRESSED BY STATE ALLOCATIONS. THE FOUNDATION'S PRIMARY MISSION IS TO "PROMOTE THE CAUSE OF HIGHER EDUCATION" BY ASSISTING GEORGIA SOUTHERN UNIVERSITY IN FULFILLING ITS MULTIFACETED MISSION:-TO SUPPORT CULTURAL OPPORTUNITIES, ECONOMIC GROWTH, ENVIRONMENTAL QUALITY, SCIENTIFIC AND TECHNOLOGICAL PROGRESS AND SOCIAL AND PERSONAL WELL-BEING.-TO GRADUATE KNOWLEDGEABLE, CLEAR-THINKING, ARTICULATE STUDENTS.-TO EXPAND HORIZONS THROUGH OUTREACH IN SCIENCES AND LIBERAL ARTS, PRESERVATION OF DISTINCTIVE CULTURAL LEGACIES AND ATTENTION TO THE INTEGRITY OF SOUTH GEORGIA'S ENVIRONMENT. 0 0 12894124 10316039 THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION EXISTS TO ASSIST GEORGIA SOUTHERN UNIVERSITY IN FULFILLING ITS MULTIFACETED MISSION AND ITS EFFORTS TO ACHIEVE EDUCATIONAL EXCELLENCE. THE FOUNDATION PRIMARILY ACCOMPLISHES THIS MISSION BY PROVIDING LEADERSHIP IN OBTAINING THE RESOURCES NEEDED TO ATTAIN UNIVERSITY GOALS AND THROUGH RESPONSIBLE STEWARDSHIP OF FUNDS AND OTHER ASSETS ENTRUSTED TO IT. THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION RAISES, INVESTS, AND DISTRIBUTES PRIVATE DOLLARS NEEDED TO FUND THE PROGRAMS, PROJECTS, SCHOLARSHIPS, EQUIPMENT, AND BUILDINGS THAT HELP GEORGIA SOUTHERN UNIVERSITY EARN AND MAINTAIN A REPUTATION FOR EXCELLENCE. 12894124 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 X 57 0 1 37 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 GA X X CRAIG BROWN 9124785519 PO BOX 8053 STATESBORO GA 30460 X MR TRIP C ADDISON PRESIDENT 40.00 X X 242898 0 41569 MR STEPHEN MILNER CHAIR 1.00 X X 0 0 0 MRS DANA A POTTS TREASURER 1.00 X X 0 0 0 MR RICHARD TIMOTHY EVANS JR SECRETARY 1.00 X X 0 0 0 DR DON AARON JR BOARD MEMBER 1.00 X 0 0 0 AMES BARNETT BOARD MEMBER 1.00 X 0 0 0 MS ELLEN BOLCH BOARD MEMBER 1.00 X 0 0 0 MR DAVID H BROOKER BOARD MEMBER 1.00 X 0 0 0 MR BRANDON BUTLER BOARD MEMBER 1.00 X 0 0 0 DR HARRY CARTER BOARD MEMBER 1.00 X 0 0 0 DR KELLEY CHESTER BOARD MEMBER 1.00 X 0 0 0 MR BILL CRIDER BOARD MEMBER 1.00 X 0 0 0 MR DAVID R EDWARDS BOARD MEMBER 1.00 X 0 0 0 MR PRESTON ETHERIDGE BOARD MEMBER 1.00 X 0 0 0 CHRISTIAN FLATHMAN BOARD MEMBER 1.00 X 0 0 0 MS KIM HARTSOCK BOARD MEMBER 1.00 X 0 0 0 MR J RAY HENDLEY SR BOARD MEMBER 1.00 X 0 0 0 MR CEDRIC D HENRY BOARD MEMBER 1.00 X 0 0 0 DR JOHN T HODGES BOARD MEMBER 1.00 X 0 0 0 MR ERIC JOHNSON BOARD MEMBER 1.00 X 0 0 0 MR RONNY JUST BOARD MEMBER 1.00 X 0 0 0 DEBORAH NELSON BOARD MEMBER 1.00 X 0 0 0 MR DAVID PADDISON BOARD MEMBER 1.00 X 0 0 0 MS SHARON PONDER BOARD MEMBER 1.00 X 0 0 0 MR MICHAEL R SANDERS DECEASED BOARD MEMBER 1.00 X 0 0 0 MS DENNETTE THORNTON BOARD MEMBER 1.00 X 0 0 0 KASH TRIVEDI BOARD MEMBER 1.00 X 0 0 0 MR JAMES A VAN EPPS BOARD MEMBER 1.00 X 0 0 0 CRAIG BROWN CFO 40.00 X 130609 0 23542 JULIE GERBSCH EXECUTIVE DIRECTOR DEVELOP 40.00 X 173753 0 16168 547260 0 81279 3 0 1 1 STAGE FRONT 6 SOUTHERN OAKS DRIVE SAVANNAH GA 31405 EVENT AV SERVICES 226839 THE AUGUST JACKSON COMPANY 189 KENTLANDS BLVD SUITE 200 GAITHERSBURG MD 20878 CAMPAIGN EVENT CONSULTING 185000 FUND EVALUATION GROUP 201 EAST FIFTH STREET SUITE 1600 CINCINNATI OH 45202 INVESTMENT ADVISOR 147428 3 111652 8507110 215807 8618762 3426448 -162627 3589075 65418 65418 14527614 12685754 1841860 1841860 1841860 21819 111652 150763 -128944 -128944 6116 0 6116 6116 REFUNDS, REIMBURSEMENTS, ETC. 900099 40766 40766 40766 13870426 0 -162627 5414291 10316039 10316039 500 234 88 178 38254 38254 36156 36156 961630 961630 374116 225510 27437 121169 41810 24293 1120 16397 561171 399577 22262 139332 118256 118256 848088 660370 28198 159520 530588 413146 17642 99800 19658 19658 43506 43506 32785 10745 22040 PROMOTION, CULTIVATION 644499 462070 21306 161123 SUPPLIES AND EQUIPMENT 153038 19459 133579 DUES AND SUBSCRIPTIONS 135566 63464 23806 48296 RECOGNITION AND ACHIEVE 98087 69424 3645 25018 160306 67832 88572 3902 15114053 12894124 1275459 944470 357827 299941 5518388 4262971 1864599 437385 1470720 1427214 41043763 45390740 73487632 80506806 5192053 5112124 127070383 136999796 702346 878452 702346 878452 X 8619067 9153195 117748970 126968149 126368037 136121344 127070383 136999796 -1243627 12246934 -1250000 0 X X 0 1 X 1 0 X 4068017 10775129 8315437 8385818 8618762 40163163 3097517 2732002 2686400 2922339 3205897 14644155 7165534 13507131 11001837 11308157 11824659 54807318 2953895 51853423 2111228 1611055 2977415 2583873 3491866 12775437 5381 113319 13911 132611 17729 11723 50292 50631 40766 171141 67886507 0.76380 0.71470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUNDS REIMBURSEMENTS ETC - 2019 AMOUNT: $ 17,729. 2020 AMOUNT: $ 11,723. 2021 AMOUNT: $ 50,292. 2022 AMOUNT: $ 50,631. 2023 AMOUNT: $ 40,766. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94271012 1808292 13083371 1517117 839147 845707 105960704 87933188 2943038 6335930 1354948 805350 780846 94271012 89450371 3773842 -2868037 1054528 573164 795296 87933188 67120492 4064405 20458581 1070596 526521 595990 89450371 56323734 705532 -447768 1063778 -12213233 610461 67120492 0.00000 0.39626 0.60374 0 0 890860 890860 973739 437385 536354 1427214 HEDGE FUNDS 21042724 F PRIVATE EQUITY & PARTNERSHIP FUNDS 43763304 F FIXED INCOME FUNDS 15700778 F 80506806 X PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO FUND ACADEMIC SCHOLARSHIPS AT GEORGIA SOUTHERN UNIVERSITY ALONG WITH OTHER UNIVERSITY OPERATIONAL COSTS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X X X X X 1 ALEXANDER HAAS - FUNDRAISING COUNSEL 3520 PIEDMONT RD NE ATLANTA GA 30305 DIRECT MAIL SOLICITATION 0 0 36156 -36156 36156 -36156 GA PCOB BUSINESS GALA 107481 86373 21108 13300 71915 1431 250 9276 CEIT ANNUAL GOLF TOURNAMENT 18328 18218 110 1905 2661 5674 41471 1 7662 7061 601 2880 133471 111652 21819 15205 77456 7105 250 50747 150763 -128944 1 GEORGIA SOUTHERN UNIVERSITY PO BOX 8129 STATESBORO GA 30460 586002059 STATE OF GEORGIA 10309519 6520 FMV ARCHEOLOGICAL COLLECTION OPERATIONAL SUPPORT 1 0 PART I, LINE 2: USE OF GRANT FUNDS IS CONSISTENT WITH THE EXEMPT PURPOSE OF GEORGIA SOUTHERN UNIVERSITY FOUNDATION. 0 0 0 0 0 0 0 0 0 MR TRIP C ADDISON PRESIDENT 242898 0 0 0 0 0 22738 0 18831 0 284467 0 0 0 JULIE GERBSCH EXECUTIVE DIRECTOR DEVELOP 173753 0 0 0 0 0 15972 0 196 0 189921 0 0 0 CRAIG BROWN CFO 130609 0 0 0 0 0 12591 0 10951 0 154151 0 0 0 FORM 990 PART VII, SECTION A, LINE 5: THE FOLLOWING INDIVIDUALS WERE COMPENSATED FOR FULL-TIME SERVICES PROVIDED TO THE FOUNDATION BY AN UNRELATED ORGANIZATION, GEORGIA SOUTHERN UNIVERSITY: TRIP ADDISON $284,467 JULIE GERBESCH $189,921 CRAIG BROWN $154,151 X 1 4750 FMV X 125 THRIFT VALUE X 6 122256 AVG OF HI/LO STK PRICE X 2 453 FMV X ANTIQUE MUSICAL INSTRUMENTS 2 60000 FMV X EQUIPMENT AND SUPPLIES 8 23042 FMV X AUCTION ITEMS 14 5181 RETAIL VALUE 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS. FORM 990 PART I, ITEM J, WEBSITE: HTTPS://WWW.GEORGIASOUTHERN.EDU/OFFICES/GEORGIA-SOUTHERN-UNIVERSITY-FOUN DATION FORM 990 PART I LINE 5 AND PART V LINE 2A AND 2B: THE GEORGIA SOUTHERN UNIVERSITY FOUNDATION DOES NOT HAVE ANY W-2 EMPLOYEES. ALL EMPLOYEES ARE EMPLOYED BY REPORTING AGENT GEORGIA SOUTHERN UNIVERSITY, EIN 58-6002059, AN UNRELATED ORGANIZATION. THERE WERE 37 EMPLOYEES THAT WORKED FULL OR PART-TIME FOR GEORGIA SOUTHERN UNIVERSITY FOUNDATION AND WERE COMPENSATED BY GEORGIA SOUTHERN UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING AND ENCOURAGED TO ASK QUESTIONS AND REQUEST EDITS TO MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C VICE PRESIDENT'S OFFICE MONITORS CODE OF CONDUCT PROCESS AND ENSURES EACH TRUSTEE UPDATES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990 PART XII LINE 2 THERE HAS BEEN NO CHANGE IN THE AUDIT FIRM. THE PROCESS FOR OVERSIGHT OF THE AUDITED FINANCIAL STATEMENTS HAS NOT CHANGED. GEORGIA SOUTHERN UNIVERSITY FOUNDATION REAL ESTATE LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 0 2493 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEORGIA SOUTHERN UNIVERSITY FOUNDATION REAL ESTATE HOLDINGS LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 0 148663 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEORGIA SOUTHERN UNIVERSITY FOUNDATION BOTANICAL GARDENS REAL ESTATE LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 0 781339 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC GEORGIA SOUTHERN UNIVERSITY FOUNDATION GUYTON REAL ESTATE LLC PO BOX 8129 STATESBORO GA 30460 REAL ESTATE HOLDING COMPANY GA 0 495322 GEORGIA SOUTHERN UNIVERSITY FOUNDATION INC