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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
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 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 1,174,165 19,923,969 UGA REAL ESTATE FOUNDATION INC
 
(2) UGAREF CCRC Building LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 1,433,304 29,612,180 UGA REAL ESTATE FOUNDATION INC
 
(3) UGAREF Central Precinct LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 2,423,969 51,219,343 UGA REAL ESTATE FOUNDATION INC
 
(4) UGAREF Coverdell Building LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 2,937 1,626,343 UGA REAL ESTATE FOUNDATION INC
 
(5) UGAREF East Campus Housing Phase II LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 2,336,940 43,458,790 UGA REAL ESTATE FOUNDATION INC
 
(6) UGAREF East Campus Housing LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 4,411,770 71,729,892 UGA REAL ESTATE FOUNDATION INC
 
(7) UGAREF Fraternity Row House 1 LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 219,958 3,142,969 UGA REAL ESTATE FOUNDATION INC
 
(8) UGAREF Fraternity Row House 2 LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 219,956 3,141,617 UGA REAL ESTATE FOUNDATION INC
 
(9) UGAREF Fraternity Row House 3 LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 219,959 3,142,969 UGA REAL ESTATE FOUNDATION INC
 
(10) UGAREF Fraternity Row House 7 LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 149,462 2,099,740 UGA REAL ESTATE FOUNDATION INC
 
(11) UGAREF Fraternity Row LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 86 342 UGA REAL ESTATE FOUNDATION INC
 
(12) UGAREF Hardin Property LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 7 8,724,888 UGA REAL ESTATE FOUNDATION INC
 
(13) UGAREF Oconee Street LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 426,264 8,558,343 UGA REAL ESTATE FOUNDATION INC
 
(14) UGAREF PAC Parking Deck LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 756,891 15,237,967 UGA REAL ESTATE FOUNDATION INC
 
(15) UGAREF Rutherford Hall LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 684,533 13,217,167 UGA REAL ESTATE FOUNDATION INC
 
(16) UGAREF Spring Street LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 146 14,025 UGA REAL ESTATE FOUNDATION INC
 
(17) UGAREF Terry College Phase 1 LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 CONSTRUCTION OF REAL ESTATE FOR UGA GA 0 0 UGA REAL ESTATE FOUNDATION INC
 
(18) Athens Transportation Partners LLC
1280 S LUMPKIN ST
ATHENS,GA30602
 MANAGE RENTAL REAL ESTATE GA 6 768,153 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)University of Georgia
456 E Broad St

Athens,GA30602
58-6001998 		Education & Research GA     NA
 
 
No
(2)University of Georgia Research Foundation Inc
456 E Broad St

Athens,GA30602
58-1353149 		Research GA 501(c)(3) 7 NA
 
 
No
(3)UGAREF Cortona Italy Foundation
1280 S Lumpkin St

Athens,GA30602
 Provide housing for studies abroad program IT 501(c)(3)   NA
 
 
No








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Page 2
Schedule R (Form 990) 2018
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) 2018
Page 3
Schedule R (Form 990) 2018
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
Yes
 
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) University of Georgia

 J 24,784,965 Financial Statements
(2) University of Georgia

 K 40,000 Financial Statements
(3) University of Georgia

 M 321,495 Financial Statements
(4) University of Georgia

 P 308,942 Financial Statements
(5) University of Georgia

 Q 726,799 Financial Statements
(6) University of Georgia

 R 100,000 Financial Statements
Schedule R (Form 990) 2018
Page 4
Schedule R (Form 990) 2018
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) 2018
Page 5
Schedule R (Form 990) 2018
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) 2018

Additional Data


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