SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2016
Open to Public Inspection
Name of the organization
UGA Real Estate Foundation Inc
 
Employer identification number

58-2491922
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) ugaref bolton commons llc
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		MANAGE RENTAL REAL ESTATE GA 1,192,183 20,391,639 uga real estate foundation inc
 
(2) UGAREF CCRC BUILDING LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		MANAGE RENTAL REAL ESTATE GA 1,466,680 31,426,284 uga real estate foundation inc
 
(3) UGAREF CENTRAL PRECINCT LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		MANAGE RENTAL REAL ESTATE GA 2,544,472 54,489,536 uga real estate foundation inc
 
(4) UGAREF COVERDELL BUILDING LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		MANAGE RENTAL REAL ESTATE GA 1,172,127 19,438,865 uga real estate foundation inc
 
(5) UGAREF EAST CAMPUS HOUSING PHASE II LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		mANAGE RENTAL REAL ESTATE GA 2,567,596 45,175,530 uga real estate foundation inc
 
(6) UGAREF EAST CAMPUS HOUSING LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		MANAGE RENTAL REAL ESTATE GA 4,624,225 74,968,375 uga real estate foundation inc
 
(7) ugaref fraternity row house 1 llc
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		manage rental real estate GA 238,582 3,210,473 uga real estate foundation inc
 
(8) ugaref fraternity row house 2 llc
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		mANAGE RENTAL REAL ESTATE GA 238,582 3,209,124 uga real estate foundation inc
 
(9) ugaref fraternity row HOUSE 3 llc
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		mANAGE RENTAL REAL ESTATE GA 238,582 3,210,472 uga real estate foundation inc
 
(10) ugaref fraternity row house 7 llc
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		mANAGE RENTAL REAL ESTATE GA 162,747 2,155,693 uga real estate foundation inc
 
(11) UGAREF FRATERNITY ROW LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		manage RENTAL REAL ESTATE GA 241 272 uga real estate foundation inc
 
(12) UGAREF HARDIN PROPERTY LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		Manage rental real estate GA 0 8,724,550 uga real estate foundation inc
 
(13) UGAREF OCONEE STREET LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		MANAGE RENTAL REAL ESTATE GA 287,954 8,545,852 uga real estate foundation inc
 
(14) UGAREF O'MALLEY'S BUILDING LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		manage rental real estate GA 196 632,845 uga real estate foundation inc
 
(15) UGAREF PAC PARKING DECK LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		manage rental real estate GA 900,317 15,920,668 uga real estate foundation inc
 
(16) uGAREF rutherford hall LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		Manage rental real estate GA 723,540 14,152,512 uga real estate foundation inc
 
(17) UGAREF SPRING STREET LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		MANAGE RENTAL REAL ESTATE GA 126 17,493 uga real estate foundation inc
 
(18) UGAREF TERRY COLLEGE PHASE 1 LLC
1280 SOUTH LUMPKIN STREET
Athens,GA30602
58-2491922 		CONStruction of real estate for uga GA 0 0 UGA real estate foundation inc
 
Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)THE UNIVERSITY OF GEORGIA
456 E BROAD STREET

ATHENS,GA30602
58-6001998 		EDUCATION & RESEARCH GA 115(1)   N/A
 
No
(2)UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC
456 E BROAD STREET

ATHENS,GA30602
58-1353149 		RESEARCH GA 501(C)(3) Line 7 N/A
 
No
(3)UGAREF CORTONA ITALY FOUNDATION
1280 SOUTH LUMPKIN STREET

ATHENS,GA30602
58-2491922 		PROVIDE HOUSING FOR STUDIES ABROAD PROGRAM IT 501(C)(3) PUBLIC CHARITY N/A
 
No








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2016
Page 2
Schedule R (Form 990) 2016
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2016
Page 3
Schedule R (Form 990) 2016
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) UGA REAL ESTATE FOUNDATION INC LEASES FACILITIES TO UGA

 J 24,705,457 financial statements
(2) UGA LEASES OFFICE SPACE TO THE UGA REAL ESTATE FOUNDATION INC

 K 52,250 financial statements
(3) uga REAL ESTATE FOUNDATION INC PAID ACCT AUDITING & ADM FEE TO UGA

 M 338,897 financial statements
(4) UGA REAL ESTATE FOUNDATION INC REIMBURSED UGA FOR REPAIRS AND REPLACEMENT

 P 545,251 financial statements
(5) UGA REAL ESTATE FOUNDATION INC REIMBURSED UGA FOR PROJECT COSTS

 P 106,925 financial statements
(6) UGA REIMBURSED UGA REAL ESTATE FOUNDATION INC FOR PROJECT COSTS

 Q 654,313 financial statements
Schedule R (Form 990) 2016
Page 4
Schedule R (Form 990) 2016
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2016
Page 5
Schedule R (Form 990) 2016
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2016

Additional Data


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