UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC (EIN 59-6211832)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-28
- IRS object ID
- 202221189349301787
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-28T15:30:51-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 500 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596211832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CENTRAL FLORIDA | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4078821220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12424 RESEARCH PARKWAY SUITE 140 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32826 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN S COCHRAN | PersonNm |
| Person Title | INTERIM CEO | PersonTitleTxt |
| Phone | 4078821220 | PhoneNum |
| Signature | 2022-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | COCHRAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CHAPMAN | PreparerPersonNm |
| PTIN | P00843460 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2022-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN S COCHRAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12424 RESEARCH PARKWAY SUITE 140 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32826 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $183,941,115 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UCFFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO ENCOURAGE, STEWARD & CELEBRATE CONTRIBUTIONS FROM ALUMNI & FRIENDS TO SUPPORT UCF. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3137 | TotalVolunteersCnt |
| Total Gross UBI | $33,599 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $23,549 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,949,173 | PYContributionsGrantsAmt |
| CY Contributions Grants | $74,281,753 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,553,900 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $912,787 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,912,049 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,949,662 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,569,744 | PYOtherRevenueAmt |
| CY Other Revenue | $4,351,417 | CYOtherRevenueAmt |
| PY Total Revenue | $45,984,866 | PYTotalRevenueAmt |
| CY Total Revenue | $95,495,619 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,454,732 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,836,884 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,230,882 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,539,391 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $221,331 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $319,439 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,462,646 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,102,826 | PYOtherExpensesAmt |
| CY Other Expenses | $8,402,974 | CYOtherExpensesAmt |
| PY Total Expenses | $44,009,771 | PYTotalExpensesAmt |
| CY Total Expenses | $43,098,688 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,975,095 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $52,396,931 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $396,904,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $484,634,099 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $74,695,562 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,909,930 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $322,208,969 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $411,724,169 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UCF FOUNDATION ENCOURAGES, STEWARDS AND CELEBRATES CHARITABLE CONTRIBUTIONS FROM ALUMNI AND FRIENDS TO SUPPORT UNIVERSITY OF CENTRAL FLORIDA (UCF). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,076,592 | ExpenseAmt |
| Grant | $6,076,146 | GrantAmt |
| Revenue | $2,224 | RevenueAmt |
| Desc | ATHLETICS - ATHLETICS EXPENSES PAID IN SUPPORT OF THE UCF ATHLETICS PROGRAM PROVIDE STUDENT-ATHLETES WITH A CHAMPIONSHIP-LEVEL EXPERIENCE. THE CHARGEON FUND RAISES FUNDS TO ENSURE UCF'S STUDENT-ATHLETES CONTINUE TO EXCEL IN COMPETITION, IN THE CLASSROOM, AND IN THE COMMUNITY. IN THE CLASSROOM, THE AVERAGE GPA FOR STUDENT-ATHLETES HAS EXCEEDED A 3.0 BENCHMARK DURING EACH TERM FOR THE 27 CONSECUTIVE SEMESTERS, WHICH IS THE LONGEST STREAK IN SCHOOL HISTORY. IN ANTICIPATION OF UCF'S MOVE TO THE BIG 12 CONFERENCE, UCF ATHLETICS SEEKS TO INCREASE ITS DONOR BASE. LAST FISCAL YEAR, UCF ATHLETICS SET A RECORD OF 8,156 DONORS, BUT THIS FISCAL YEAR IS TO SURPASS 10,000. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,969,274 | ExpenseAmt |
| Grant | $6,522,777 | GrantAmt |
| Revenue | $207,168 | RevenueAmt |
| Desc | ACADEMIC - ACADEMIC EXPENSES PAID IN SUPPORT OF THE UCF PROGRAMS INCLUDE FUNDING FOR ACADEMIC PROGRAMS, SALARIES FOR UNIVERSITY EMPLOYEES AND FELLOWSHIPS TO REWARD SOME OF UCF'S MOST ACCOMPLISHED AND PROMISING STUDENTS. OUTSTANDING FACULTY INSPIRE STUDENTS, FOSTER AND ENHANCE STRONG ACADEMIC PROGRAMS AND SERVE AS A KEY ELEMENT TO INSTITUTIONAL EXCELLENCE. ENDOWED CHAIRS, EMINENT SCHOLAR POSITIONS AND DISTINGUISHED PROFESSORSHIPS ARE PRESTIGIOUS ACADEMIC POSITIONS HELD BY THE UNIVERSITY'S MOST ESTEEMED FACULTY AND SPENDING TO SUPPORT THESE POSITIONS HELPS THE UNIVERSITY MAINTAIN A HIGH ACADEMIC STANDARD. SPENDING TO SUPPORT RESEARCH PROJECTS AND INNOVATIVE PROGRAMS FURTHER ENRICHES THE UCF LEARNING EXPERIENCE. DESPITE THE CHALLENGES OF A FISCAL YEAR LIKE NO OTHER, THE UCF FOUNDATION CLOSED ITS BOOKS AT THE END OF JUNE 2021 WITH $78.3 MILLION IN GIFTS AND COMMITMENTS EXCEEDING THE $70 MILLION GOAL SET BY UNIVERSITY LEADERS. A HIGHPOINT OF THE YEAR WAS A TRANSFORMATIONAL INVESTMENT OF $40 MILLION BY MACKENZIE SCOTT AND DAN JEWETT, WHO RECOGNIZED THE UNIVERSITY'S WORK ON FOSTERING STUDENT SUCCESS AND SOCIAL MOBILITY. THE LARGEST GIFT IN THE UNIVERSITY'S HISTORY WILL STRENGTHEN PATHWAYS TO OPPORTUNITY, WHICH WILL FUEL STUDENT SUCCESS AND ACADEMIC EXCELLENCE FOR GENERATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,663,904 | ExpenseAmt |
| Grant | $4,538,762 | GrantAmt |
| Revenue | $10,000 | RevenueAmt |
| Desc | STUDENT AID - UCFF IS DEDICATED TO ENRICHING THE LIVES OF UCF STUDENTS AND SOLICITS DONATIONS TO SUPPORT SCHOLARSHIPS TO BENEFIT THEM. SCHOLARSHIP FUNDS ARE TRANSFERRED TO THE UNIVERSITY FOR ADMINISTRATION AND PROCESSING AND ARE DESIGNED TO REWARD, INSPIRE, AND ASSIST STUDENTS IN PURSUING ACADEMIC EXCELLENCE AND HELP ATTRACT A DIVERSE STUDENT BODY. STUDENT SUCCESS IS A PRIORITY, AND 32 NEW ENDOWED SCHOLARSHIPS WERE CREATED IN FISCAL YEAR 2021 TO SUPPORT STUDENTS IN A WIDE RANGE OF AREAS AND COLLEGES, MANY TARGETING FIRST-GENERATION STUDENTS. THE FALL 2021 FRESHMAN CLASS SET A NEW BAR FOR ACADEMIC EXCELLENCE WITH AN AVERAGE GPA OF 4.25 AND AVERAGE SAT SCORES OF 1325. UCF RANKS SECOND AMONG FLORIDA'S STATE UNIVERSITIES WITH 337 NATIONAL MERIT SCHOLARS ENROLLED. EIGHTY-ONE PERCENT OF UNDERGRADUATE STUDENTS RECEIVED FINANCIAL AID IN THE 2021-22 ACADEMIC YEAR, TOTALING $585.4 MILLION. FIFTY-SEVEN PERCENT OF FIRST-TIME-IN-COLLEGE STUDENTS AT UCF GRADUATE WITHOUT ANY EDUCATIONAL DEBT; NATIONALLY ONLY 42 PERCENT GRADUATE DEBT-FREE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,085,320 | ExpenseAmt |
| Grant | $3,699,199 | GrantAmt |
| Revenue | $699,497 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES DIRECTLY RELATED TO THE FOUNDATION'S MISSION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,085,320 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $3,699,199 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $699,497 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $27,795,090 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLEN DAWES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4078821225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12424 RESEARCH PARKWAY SUITE 140 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32826 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALAN FLOREZ | |||||||||
| TREASURER, FINANCE COMMITTEE | 0.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANTONIO MORENO | |||||||||
| CO-VICE CHAIR | 0.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRIAN BUTLER | |||||||||
| CHAIR, REAL ESTATE COMMITTEE | 0.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN BARRY FORBES | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARRIE CALLAHAN | |||||||||
| CO-VICE CHAIR | 0.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE MCCAW-ENGELMAN | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER TOMASSO | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CLINT BULLOCK | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANA PATTON | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE MAHONY | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANNE OWEN | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ALEXANDER CARTWRIGHT | |||||||||
| PRESIDENT, UNIVERSITY OF CENTRAL FLORIDA (UCF) AND | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURENCE CHRIS MARLIN | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS MCNAMARA | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR GIDEON LEWIS | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EVA TUKDARIAN CPA | |||||||||
| CHAIR, AUDIT COMMITTEE | 0.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JESSICA BLUME | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN EULIANO | |||||||||
| CHAIR | 0.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOYCE VIRGA | |||||||||
| CHAIR, DONOR ENGAGEMENT AND STEWARDSHIP | 0.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN MILLER ATTORNEY | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN WYDRA | |||||||||
| CHAIR, INFORMATION TECHNOLOGY | 0.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LORETTA COREY | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK PLAUMANN | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY BETH MORGAN | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC MCMURRIN | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSLYN BURTTRAM | |||||||||
| DIRECTOR | 0.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA BERNARD ATTORNEY | |||||||||
| SECRETARY | 0.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THE HONORABLE BEVERLY SEAY | |||||||||
| CHAIR, UCF BOARD OF TRUSTEES AND EX-OFFICIO VOTING | 0.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL J MORSEBERGER | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 0.00 | Yes (X) | $0 | $484,083 | $51,621 | |||
| RACHEL SCHAEFER | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | Yes (X) | $0 | $206,284 | $28,888 | |||
| GLEN DAWES | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $0 | $254,858 | $43,960 | |||
| KAREN COCHRAN INTERIM CEO | |||||||||
| SR. ASSOCIATE VP FOR ADVANCEMENT | 40.00 | 0.00 | $0 | $339,824 | $50,340 | Yes (X) | |||
| JEFFREY COATES | |||||||||
| ASSOCIATE VP ADV, COLLEGE & UNITS | 40.00 | 0.00 | $0 | $262,206 | $32,109 | Yes (X) | |||
| MARK WRIGHT | |||||||||
| ASSISTANT VP FOR ATHLETICS DEVELOPMENT | 40.00 | 0.00 | $0 | $270,281 | $43,634 | Yes (X) | |||
| WILLIAM DEAN | |||||||||
| ASSOCIATE VP ADV, PRINCIPAL GIFTS | 40.00 | 0.00 | $0 | $234,597 | $29,356 | Yes (X) | |||
| CHARLES ROBERTS | |||||||||
| ASSISTANT VP FOR ADV COLLEGE OF MEDICINE | 40.00 | 0.00 | $0 | $218,179 | $45,709 | Yes (X) | |||
| PATRICK CROWLEY | |||||||||
| ASSOCIATE VP COMMUNICATIONS AND MARKETING | 40.00 | 0.00 | $0 | $194,571 | $37,332 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,464,883 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $362,949 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 33 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MACDADE CONSTRUCTION INC | |||||
| 1200 S SANFORD AVE | SANFORD | FL | 32771 | CONSTRUCTION SERVICES | $1,461,678 |
| CONTRIBUTOR DEVELOPMENT PARTNERSHIP PBC | |||||
| TEN GUEST STREET 5TH FLOOR | BOSTON | MA | 02241 | WUCF-TELEVISION/RADIO EXPENSES | $463,780 |
| ENCORE MAINTENANCE SERVICES INC | |||||
| 460 W SR 434 STE 104 | LONGWOOD | FL | 32750 | CONSTRUCTION SERVICES | $439,507 |
| GETTYSBURG COMMERICAL CORPORATION | |||||
| 526 COOPER INDUSTRIAL PKWY | APOPKA | FL | 32703 | BUILDING MANAGEMENT SERVICES | $347,014 |
| DIGITAL CONVERGENCE ALLIANCE INC | |||||
| 1300 NORTH BLVD | TAMPA | FL | 33607 | MASTER CONTROL SERVICES FOR WUCF TV | $297,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $22,570 | FundraisingAmt |
| Government Grants | $11,907,271 | GovernmentGrantsAmt |
| All Other Contributions | $62,351,912 | AllOtherContributionsAmt |
| Noncash Contributions | $1,846,730 | NoncashContributionsAmt |
| Total Contributions | $74,281,753 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $912,787 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $912,787 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $912,787 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,919,495 | TotalRevenueColumnAmt |
| Exclusion | $1,919,495 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,848 | TotalRevenueColumnAmt |
| Exclusion | $192,848 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,855,815 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,713,690 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,142,125 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,142,125 | TotalRevenueColumnAmt |
| Exclusion | $4,142,125 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,708,325 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,678,158 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,030,167 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,030,167 | TotalRevenueColumnAmt |
| Exclusion | $14,030,167 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,173 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $22,570 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,430 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,257 | TotalRevenueColumnAmt |
| Exclusion | -$23,257 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $33,697 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $17,218 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,479 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $16,479 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING REVENUE | 541800 | $17,120 | $17,120 | |
| MISCELLANEOUS REVENUE | 900099 | $6,102 | $6,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,222 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,495,619 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $918,889 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,599 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,261,378 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,819,218 | TotalAmt |
| Program Services | $20,819,218 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,666 | TotalAmt |
| Program Services | $17,666 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,573,245 | TotalAmt |
| Management And General | $761,786 | ManagementAndGeneralAmt |
| Fundraising | $811,459 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,851,860 | TotalAmt |
| Program Services | $991,527 | ProgramServicesAmt |
| Management And General | $3,676,649 | ManagementAndGeneralAmt |
| Fundraising | $4,183,684 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $763,736 | TotalAmt |
| Program Services | $59,059 | ProgramServicesAmt |
| Management And General | $316,840 | ManagementAndGeneralAmt |
| Fundraising | $387,837 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,702,510 | TotalAmt |
| Program Services | $127,726 | ProgramServicesAmt |
| Management And General | $693,611 | ManagementAndGeneralAmt |
| Fundraising | $881,173 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $648,040 | TotalAmt |
| Program Services | $148,442 | ProgramServicesAmt |
| Management And General | $259,643 | ManagementAndGeneralAmt |
| Fundraising | $239,955 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,668 | TotalAmt |
| Program Services | $16,669 | ProgramServicesAmt |
| Management And General | $10,999 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,942 | TotalAmt |
| Management And General | $54,942 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,789 | TotalAmt |
| Program Services | $214,789 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,439 | TotalAmt |
| Fundraising | $319,439 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,406 | TotalAmt |
| Management And General | $492,406 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,675,651 | TotalAmt |
| Program Services | $1,267,829 | ProgramServicesAmt |
| Management And General | $262,260 | ManagementAndGeneralAmt |
| Fundraising | $145,562 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,890 | TotalAmt |
| Program Services | $73,847 | ProgramServicesAmt |
| Management And General | $12,915 | ManagementAndGeneralAmt |
| Fundraising | $3,128 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,328 | TotalAmt |
| Program Services | $249,112 | ProgramServicesAmt |
| Management And General | $96,225 | ManagementAndGeneralAmt |
| Fundraising | $238,991 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,037,778 | TotalAmt |
| Program Services | $299,410 | ProgramServicesAmt |
| Management And General | $716,215 | ManagementAndGeneralAmt |
| Fundraising | $22,153 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,042 | TotalAmt |
| Program Services | $100,042 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,704 | TotalAmt |
| Program Services | $10,696 | ProgramServicesAmt |
| Management And General | $7,750 | ManagementAndGeneralAmt |
| Fundraising | $14,258 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,843 | TotalAmt |
| Program Services | $192,918 | ProgramServicesAmt |
| Management And General | $28,718 | ManagementAndGeneralAmt |
| Fundraising | $24,207 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,354 | TotalAmt |
| Program Services | $6,667 | ProgramServicesAmt |
| Management And General | $184,687 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,488 | TotalAmt |
| Program Services | $3,704 | ProgramServicesAmt |
| Management And General | $110,784 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UCF PROGRAMMING | $2,158,382 | $2,158,382 | ||
| SMALL EQUIPMENT&RENTALS | $377,303 | $175,407 | $90,248 | $111,648 |
| BANQUETS & RECEPTION | $203,811 | $128,475 | $45,861 | $29,475 |
| SPONSORSHIP/MEMBERSHIPS | $192,074 | $182,199 | $9,875 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,521 | TotalAmt |
| Program Services | $551,306 | ProgramServicesAmt |
| Management And General | $8,538 | ManagementAndGeneralAmt |
| Fundraising | $49,677 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,098,688 | TotalAmt |
| Program Services | $27,795,090 | ProgramServicesAmt |
| Management And General | $7,840,952 | ManagementAndGeneralAmt |
| Fundraising | $7,462,646 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,177 | BOYAmt |
| EOY | $1,100 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,716,284 | BOYAmt |
| EOY | $53,213,899 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,727,025 | BOYAmt |
| EOY | $19,908,537 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,377 | BOYAmt |
| EOY | $4,287,726 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,934,951 | BOYAmt |
| EOY | $1,016,617 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $165,631,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,455,850 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,946,507 | BOYAmt |
| EOY | $130,175,184 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,074,904 | BOYAmt |
| EOY | $88,122,366 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,975,613 | BOYAmt |
| EOY | $187,606,077 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,693 | BOYAmt |
| EOY | $302,593 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,904,531 | BOYAmt |
| EOY | $484,634,099 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,192,710 | BOYAmt |
| EOY | $3,260,109 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,226 | BOYAmt |
| EOY | $15,051 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,487,000 | BOYAmt |
| EOY | $69,247,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,626 | BOYAmt |
| EOY | $387,770 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,695,562 | BOYAmt |
| EOY | $72,909,930 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,955,709 | BOYAmt |
| EOY | $203,409,663 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,459,505 | BOYAmt |
| EOY | $60,928,184 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,793,755 | BOYAmt |
| EOY | $147,386,322 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,208,969 | BOYAmt |
| EOY | $411,724,169 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,904,531 | BOYAmt |
| EOY | $484,634,099 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $52,396,931 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $37,118,269 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,802,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,586,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,905,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,949,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,281,753 | CurrentTaxYearAmt |
| Total | $245,525,888 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,802,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,586,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,905,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,949,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,281,753 | CurrentTaxYearAmt |
| Total | $245,525,888 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $245,525,888 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,097,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,620,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,459,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,502,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,968,158 | CurrentTaxYearAmt |
| Total | $74,647,299 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,599 | CurrentTaxYearAmt |
| Total | $184,477 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,211 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,505 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $251,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,102 | CurrentTaxYearAmt |
| Total | $410,041 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $320,767,705 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,936,932 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.76540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75240 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 2,407. 2017 AMOUNT: $ 66,211. 2018 AMOUNT: $ 83,505. 2019 AMOUNT: $ 251,816. 2020 AMOUNT: $ 6,102. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $214,789 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $214,789 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PROVIDES FUNDING FOR GOVERNMENTAL RELATIONS AND LOBBYING EFFORTS ON BEHALF OF THE UNIVERSITY. THE GOVERNMENT RELATIONS INCLUDE CULTIVATING, MAINTAINING, AND ENHANCING THE LINK BETWEEN UCF AND THE VARIOUS PUBLICS IT SERVES AND TO CREATE AND IMPLEMENT COMMUNITY-BASED PROGRAMS. THIS IS TO INCREASE KNOWLEDGE AND UNDERSTANDING OF THE UNIVERSITY WITHIN KEY EXTERNAL COMMUNITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 0.25 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 1.00 | StaffHoursSpentEnforcementCnt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $162,921,611 | BeginningYearBalanceAmt |
| Contributions | $3,593,722 | ContributionsAmt |
| Investment Earnings Or Losses | $44,565,300 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,992,045 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,959,396 | OtherExpendituresAmt |
| Administrative Expenses | $4,047,044 | AdministrativeExpensesAmt |
| End Year Balance | $201,082,148 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,776,217 | BeginningYearBalanceAmt |
| Contributions | $4,839,565 | ContributionsAmt |
| Investment Earnings Or Losses | $2,134,076 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,856,633 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,460,230 | OtherExpendituresAmt |
| Administrative Expenses | $2,511,384 | AdministrativeExpensesAmt |
| End Year Balance | $162,921,611 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,512,131 | BeginningYearBalanceAmt |
| Contributions | $3,103,705 | ContributionsAmt |
| Investment Earnings Or Losses | $7,946,303 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,851,418 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,418,779 | OtherExpendituresAmt |
| Administrative Expenses | $3,515,725 | AdministrativeExpensesAmt |
| End Year Balance | $164,776,217 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,908,945 | BeginningYearBalanceAmt |
| Contributions | $6,040,685 | ContributionsAmt |
| Investment Earnings Or Losses | $10,144,015 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,346,979 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,957,296 | OtherExpendituresAmt |
| Administrative Expenses | $4,277,239 | AdministrativeExpensesAmt |
| End Year Balance | $163,512,131 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,460,803 | BeginningYearBalanceAmt |
| Contributions | $4,718,583 | ContributionsAmt |
| Investment Earnings Or Losses | $14,757,487 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,195,132 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,914,450 | OtherExpendituresAmt |
| Administrative Expenses | $3,918,346 | AdministrativeExpensesAmt |
| End Year Balance | $156,908,945 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01250 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98750 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,400,206 | OtherCostOrOtherBasisAmt |
| Book Value | $65,400,206 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,972,580 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,421,354 | DepreciationAmt |
| Book Value | $62,551,226 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $648,702 | OtherCostOrOtherBasisAmt |
| Depreciation | $648,702 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,609,546 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,385,794 | DepreciationAmt |
| Book Value | $2,223,752 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $130,175,184 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (14 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SSGA RUSSELL SMALL CAP COMPLETENESS | $8,383,558 | F |
| SSGA S&P 500 (R) INDX NL CTF | $19,458,956 | F |
| GLOBAL ALPHA INTL SMALL CAP FUND LP | $5,369,093 | F |
| GQG PARTNERS GLOBAL EQUITY FUND | $8,732,285 | F |
| SSGA MSCI ACWI IMI INDEX NL CTF | $44,750,652 | F |
| SSGA MSCI EAFE 100% HEDGED TO USD | $7,732,944 | F |
| WILLIAM BLAIR EMERG MKT GWTH FD | $9,202,419 | F |
| SSGA US TIPS INDX NL CTF | $9,420,302 | F |
| SSGA US TREASURY INDEX NL CTF | $8,479,433 | F |
| LOOMIS NHIT: CREDIT ASSET TRUST CL B | $15,295,517 | F |
| HEDGE FUNDS | $25,469,355 | F |
| PRIVATE EQUITY | $13,232,730 | F |
| PRIVATE DEBT | $10,082,680 | F |
| REAL ASSETS | $1,996,153 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $187,606,077 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TENANT SECURITY & KEY DEPOSIT | $34,017 |
| ANNUITY PAYMENT LIABILITY | $353,753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $387,770 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $142,854,040 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $37,118,269 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $10,767,338 | OtherRevenueAmt |
| Revenue Not Reported | $47,885,607 | RevenueNotReportedAmt |
| Revenue Subtotal | $94,968,433 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $492,406 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $34,780 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $527,186 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $95,495,619 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,338,840 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $10,767,338 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,767,338 | ExpensesNotReportedAmt |
| Expenses Subtotal | $42,571,502 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $492,406 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $34,780 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $527,186 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $43,098,688 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE FOUNDATION HAS ONE CONSERVATION EASEMENT (50 FOOT CONSERVATION EASEMENT FOR DRAINAGE ALONG THE EASTERLY BOUNDARY OF THE PROPERTY), WHICH WAS INCLUDED IN THE VALUE OF THE LAND ON THE FOUNDATION'S BALANCE SHEET. |
| PART V, LINE 4: | THE FOUNDATION AUTHORIZES SPENDING FROM ITS ENDOWMENT TO SUPPORT THE UNIVERSITY'S STUDENT SCHOLARSHIPS, ACADEMIC CHAIRS, PROFESSORSHIPS, AND ACADEMIC PROGRAMS. |
| PART X, LINE 2: | THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF ITS TAX POSITION IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSES NETTED AGAINST RENTAL REVENUE 10,713,690. FUNDRAISING EVENT EXPENSES NETTED AGAINST FUNDRAISING EVENT REVENUE 36,430. MERCHANDISE SALES EXPENSE NETTED AGAINST MERCHANDISE SALES REVENUE 17,218. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | VALUE OF ANNUITY PAYMENTS NETTED AGAINST REVENUE 34,780. INVESTMENTS FEES NETTED AGAINST INVESTMENT REVENUE |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENT EXPENSES NETTED AGAINST RENTAL REVENUE 10,713,690. FUNDRAISING EVENT EXPENSES NETTED AGAINST FUNDRAISING EVENT REVENUE 36,430. MERCHANDISE SALES EXPENSE NETTED AGAINST MERCHANDISE SALES REVENUE 17,218. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | VALUE OF ANNUITY PAYMENTS NETTED AGAINST REVENUE 34,780. INVESTMENTS FEES NETTED AGAINST INVESTMENT REVENUE |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUFFALO NOEL LEVITZ | ||||||||
| PO BOX 718 | DES MOINES | IA | 503030718 | CALL CENTER | 0 | $109,059 | $224,239 | -$115,180 |
| MONGOOSE RESEARCH | ||||||||
| 6506 EAST QUAKER STREET SUITE 202 | ORCHARD PARK | FL | 32907 | TEXTING PLATFORM FOR ALUMNI PHILANTHROPY ENGAGEMENT | 0 | $0 | $17,800 | -$17,800 |
| ZURI GROUP LLC | ||||||||
| 328 NW BOND STREET SUITE 204 | BEND | OR | 97703 | PROJECT CONSULTING | 0 | $0 | $56,700 | -$56,700 |
| SWISH LLC | ||||||||
| PO BOX 721648 | ORLANDO | FL | 32827 | MEDIA ACTIVATION | 0 | $0 | $30,682 | -$30,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $109,059 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $329,421 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$220,362 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | COLLEGE OF NURSING 40TH ANNIVERSARY | Event1Nm |
| Gross Receipts Event1 | $14,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $11,300 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,200 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $404 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $9,174 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $26,852 | OtherDirectExpensesEvent1Amt |
| Event2 | VARSITY KNIGHTS | Event2Nm |
| Gross Receipts Event2 | $10,760 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $6,067 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $4,693 | GrossRevenueEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $10,483 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $5,203 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $5,280 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $35,743 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $22,570 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,173 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $404 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $9,174 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,852 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,430 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$23,257 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2B, COLUMN (V) | THE FOUNDATION USED THE FOLLOWING FUNDRAISERS FOR THE CURRENT TAX YEAR: RUFFALO NOEL LEVITZ, AND ANNUAL GIVING NETWORK LLC. THERE WILL BE NO GROSS RECEIPTS GENERATED FROM THESE VENDORS SINCE THE VENDOR IS PROVIDING RESEARCH SUPPORT AND CONSULTING SERVICES TO THE FOUNDATION'S DEVELOPMENT OFFICE REGARDING SOLICITATION STRATEGIES. IN ADDITION TO PROFESSIONAL FEE EXPENSES PAID TO RUFFALO NOEL LEVITZ AND ANNUAL GIVING NETWORK, LLC, THE FOUNDATION REIMBURSED THE COMPANIES $19,454.04, AND $10,776.67 RESPECTIVELY. THIS WAS FOR BUSINESS TRAVEL AND INCIDENTAL EXPENSES IN ACCORDANCE WITH THE CONTRACTS. |
| PART I, LINE 2: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | 592924021 | 115(1) | $13,801,534 | FUNDING FOR PROGRAMS AND SCHOLARSHIPS |
| UCF GOLDEN KNIGHTS CORPORATION INC | |||||||
| PO BOX 163555 | ORLANDO | FL | 32826 | 203794571 | 501(C)(3) | $510,880 | ATHLETICS STADIUM SUPPORT |
| UCF ATHLETICS ASSOCIATION INC | |||||||
| PO BOX 163555 | ORLANDO | FL | 32826 | 592334448 | 501(C)(3) | $5,716,257 | ATHLETIC SCHOLARSHIP AND PROGRAM SUPPORT |
| UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION | |||||||
| 12201 RESEARCH PARKWAY | ORLANDO | FL | 32826 | 593086453 | 501(C)(3) | $357,222 | RESEARCH ACTIVITY |
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION | |||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 33620 | 260879015 | 501(C)(3) | $216,650 | SCHOLARSHIP - PROGRESSIVE STUDENT AWARDS |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | 237047106 | 501(C)(3) | $216,675 | SCHOLARSHIP - PROGRESSIVE STUDENT AWARDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|
| BOOKS | 45 | $853 | PURCHASE PRICE | BOOKS | |
| EDUCATIONAL EQUIPMENT AND SUPPLIES | 16 | $900 | PURCHASE PRICE | EQUIPMENT/SUPPLIES | |
| TICKETS, CLOTHES, MEALS, AND MISC. FOR STUDENTS | 21 | $2,143 | PURCHASE PRICE | TICKETS/CLOTHES/MEALS | |
| TRAVEL AND REGISTRATION PAYMENTS FOR VARIOUS STUDENTS | 38 | $1,970 | PURCHASE PRICE | TRAVEL/REGISTRATION | |
| OTHER | 8 | CASH VALUE | CASH AWARD | $11,800 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MAINTAINS THE APPROVED EXPENDITURE REQUEST WHICH SUBSTANTIATE THE GRANT AMOUNTS PROVIDED TO THE RECIPIENTS. THE FOUNDATION MAINTAINS DONOR INFORMATION, RELATED CONTRIBUTION DOCUMENTATION, AND ANY DONOR RESTRICTIONS OUTLINED BY THE DONOR INCLUDING SCHOLARSHIP CRITERIA. THE GRANTS ARE MADE TO THE UNIVERSITY OR UNIVERSITY AFFILIATED ENTITIES AND THE FOUNDATION RELIES ON THE POLICIES, PROCEDURES, AND CONTROLS ESTABLISHED BY THESE ENTITIES FOR EXPENDITURE TRACKING AND PROPER ADMINISTRATION OF THE GRANTS FOR SCHOLARSHIP AWARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL J MORSEBERGER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $457,860 | $0 | $0 | $0 | $26,223 | $0 | $25,594 | $0 | $26,027 | $0 | $535,704 | $0 | $0 |
| KAREN COCHRAN INTERIM CEO | ||||||||||||||
| SR. ASSOCIATE VP FOR ADVANCEMENT | $0 | $333,024 | $0 | $0 | $0 | $6,800 | $0 | $25,266 | $0 | $25,074 | $0 | $390,164 | $0 | $0 |
| MARK WRIGHT | ||||||||||||||
| ASSISTANT VP FOR ATHLETICS DEVELOPME | $0 | $212,181 | $0 | $51,100 | $0 | $7,000 | $0 | $20,096 | $0 | $23,538 | $0 | $313,915 | $0 | $0 |
| GLEN DAWES | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $234,858 | $0 | $0 | $0 | $20,000 | $0 | $20,576 | $0 | $23,384 | $0 | $298,818 | $0 | $0 |
| JEFFREY COATES | ||||||||||||||
| ASSOCIATE VP ADV, COLLEGE & UNITS | $0 | $255,406 | $0 | $0 | $0 | $6,800 | $0 | $22,145 | $0 | $9,964 | $0 | $294,315 | $0 | $0 |
| WILLIAM DEAN | ||||||||||||||
| ASSOCIATE VP ADV, PRINCIPAL GIFTS | $0 | $227,797 | $0 | $0 | $0 | $6,800 | $0 | $19,731 | $0 | $9,625 | $0 | $263,953 | $0 | $0 |
| CHARLES ROBERTS | ||||||||||||||
| ASSISTANT VP FOR ADV COLLEGE OF MEDI | $0 | $211,379 | $0 | $0 | $0 | $6,800 | $0 | $20,189 | $0 | $25,520 | $0 | $263,888 | $0 | $0 |
| RACHEL SCHAEFER | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $206,284 | $0 | $0 | $0 | $0 | $0 | $17,976 | $0 | $10,912 | $0 | $235,172 | $0 | $0 |
| PATRICK CROWLEY | ||||||||||||||
| ASSOCIATE VP COMMUNICATIONS AND MARK | $0 | $187,771 | $0 | $0 | $0 | $6,800 | $0 | $16,425 | $0 | $20,907 | $0 | $231,903 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | 1. TAX INDEMNIFICATION AND GROSS UP PAYMENTS - FOR VARIOUS UNIVERSITY EMPLOYEES, THE FOUNDATION MADE SUPPLEMENT PAYMENTS CALCULATED ANNUALLY WHICH INCLUDED GROSSED-UP AMOUNTS FOR TAX PURPOSES PER UNIVERSITY POLICY. THE TOTAL GROSSED-UP AMOUNTS WERE INCLUDED IN THE EMPLOYEES' REPORTABLE TAXABLE COMPENSATION. TOTAL GROSSED-UP AMOUNTS IS $107,396. 2. HEALTH OR SOCIAL CLUB DUES - THE FOUNDATION PROVIDES CERTAIN SOCIAL CLUB MEMBERSHIPS FOR FUNDRAISING, DONOR CULTIVATION, OR OTHER BUSINESS PURPOSES. THE PERSONAL PORTION OF THE MEMBERSHIPS IS INCLUDED IN THE INDIVIDUALS' TAXABLE COMPENSATION. TOTAL CLUB DUES PAID WERE $22,293. |
| PART I, LINE 4A: | DURING THE FISCAL YEAR, THE ORGANIZATION ACCRUED SEVERANCE PAYMENT TO MICHAEL J. MORSEBERGER IN THE AMOUNT $174,000.00. ON JULY 22, 2021, A TOTAL OF $174,846.23 WAS PAID TO HIM. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | |||||||
| A | 596211832 | 2008-12-30 | $10,400,000 | REFUND PRIOR ISSUE 2008 | 0 | 0 | 0 |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | |||||||
| B | 596211832 | 2018-12-11 | $6,000,000 | FUND PURCHASE OF DLC BUILDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|
| A | $1,640,000 | $10,400,000 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $5,939,484 | 0 | 0 | Yes (1) | Yes (1) | $60,516 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0.00000 | 0.00930 | 0.00930 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13082 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,754,730 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLISHED MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $92,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | FURNITURE | 0 | $0 |
| Yes (X) | EQUIPMENT | 13 | $0 |
| Yes (X) | MISCELLANEOUS | 4 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 30B: | PART I, TYPES OF PROPERTY LINE 1, 6, 18, 19, 25, 26, & 27 THE FOUNDATION RECEIVED SEVERAL DONOR GIFT IN-KIND CONTRIBUTIONS DURING THE YEAR INCLUDING EQUIPMENT, ART WORK AND OTHER PROGRAM RELATED GIFTS IN-KIND. THESE GIFTS IN-KIND PASSED THROUGH THE FOUNDATION TO THE UNIVERSITY AND ARE NOT INCLUDED IN THE FOUNDATION'S REVENUE BECAUSE THE FOUNDATION ONLY SERVES AS AN AGENT FOR THE UNIVERSITY. |
| PART I, LINE 32B: | PART II - PART I USE OF THIRD PARTY TO SELL NONCASH CONTRIBUTIONS. THE FOUNDATION INSTRUCTS U.S. BANK, AS CUSTODIAN OF ITS INVESTMENTS, TO SELL ANY STOCK GIFTS RECEIVED BY THE FOUNDATION. STOCKS ARE VALUED AT THE AVERAGE OF THE HIGH AND LOW MARKET PRICE ON THE DAY OF RECEIPT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A | NUMBER OF EMPLOYEES REPORTED ON FORM W3: ALL EMPLOYEES ARE UNIVERSITY OF CENTRAL FLORIDA EMPLOYEES; THEREFORE, THE UNIVERSITY OF CENTRAL FLORIDA ADMINISTERS THE EMPLOYEE COMPENSATION AND HUMAN RESOURCE PROCESS. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE IS AUTHORIZED AND EMPOWERED TO ACT FOR, IN THE NAME OF AND ON BEHALF OF THE UCF FOUNDATION BOARD AT ALL TIMES WHEN THE BOARD IS NOT MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOLLOWING IS THE REVIEW AND DISTRIBUTION PROCESS FOR THE FOUNDATION'S ANNUAL FORM 990: THIS PROCESS SHALL BE FOLLOWED EACH YEAR PRIOR TO FILING THESE DOCUMENTS WITH THE IRS. 1. THE CFO AND CEO SHALL REVIEW BOTH THE FORM 990 AND THE FORM 990-T AND RESOLVE ANY OUTSTANDING ISSUES OR QUESTIONS WITH THE INDEPENDENT ACCOUNTING FIRM REVIEWING OR PREPARING THE FORMS BEFORE DISTRIBUTION TO THE AUDIT COMMITTEE OR THE BOARD. IT IS THE CFO'S AND CEO'S RESPONSIBILITY TO CONFIRM THAT THESE FORMS DO NOT CONTAIN ANY UNTRUE STATEMENTS OR OMIT ANY MATERIAL FACTS AS WELL AS ENSURE THE FINANCIAL INFORMATION FAIRLY REPRESENTS THE FOUNDATION'S FINANCIAL CONDITION FOR THE PERIOD BEING REPORTED. 2. THE AUDIT COMMITTEE SHALL REVIEW THE DRAFT FORM 990 PRIOR TO FILING WITH THE IRS AND SHALL DOCUMENT THEIR DISCUSSION AND REVIEW OF THE DOCUMENTS IN THE COMMITTEE MEETING MINUTES. FINAL REVIEW OF THE FORM 990 IS SPECIFICALLY DELEGATED TO THE AUDIT COMMITTEE AND NO FURTHER REVIEW SHALL BE REQUIRED BEFORE SUCH FORMS ARE FILED WITH THE IRS. THE DRAFT FORM 990 SHALL BE PROVIDED TO EACH VOTING BOARD MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. DISTRIBUTION MAY BE IN THE FORM OF ELECTRONIC MAIL, NOTIFICATION LINK TO AN ELECTRONIC WEBSITE, OR ACTUAL MAILING OF THE DOCUMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, OFFICERS, COMMITTEE MEMBERS AND KEY EMPLOYEES SHALL BE REQUIRED TO COMPLETE AN ANNUAL DISCLOSURE FORM. THIS ANNUAL DISCLOSURE FORM WILL REQUEST SPECIFIC INFORMATION REGARDING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE FOUNDATION AND WHETHER PROCESS FOR APPROVAL SET FORTH IN THIS POLICY WAS USED. AN INTERESTED PERSON WHO HAS OR LEARNS ABOUT A POTENTIAL CONFLICT SHOULD DISCLOSE PROMPTLY TO THE CHAIR OF THE BOARD DUE DILIGENCE COMMITTEE AND THE FOUNDATION'S CFO THE MATERIAL FACTS SURROUNDING ANY POTENTIAL CONFLICT OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE FOUNDATION. ALL EFFORTS SHOULD BE MADE TO DISCLOSE ANY SUCH CONTRACT OR TRANSACTION AND HAVE IT APPROVED BY THE COMMITTEE BEFORE THE ARRANGEMENT IS ENTERED INTO. FOLLOWING RECEIPT OF INFORMATION CONCERNING A CONTRACT OR TRANSACTION INVOLVING A POTENTIAL CONFLICT OF INTEREST. THE BOARD DUE DILIGENCE COMMITTEE SHALL CONSIDER THE MATERIAL FACTS CONCERNING THE PROPOSED CONTRACT OR TRANSACTION, INCLUDING THE PROCESS BY WHICH THE DECISION WAS MADE TO RECOMMEND ENTERING INTO THE ARRANGEMENT ON THE TERMS PROPOSED. THE COMMITTEE SHALL APPROVE ONLY THOSE CONTRACTS OR TRANSACTIONS IN WHICH THE TERMS ARE FAIR AND REASONABLE TO THE FOUNDATION AND THE ARRANGEMENT IS CONSISTENT WITH THE BEST INTEREST OF THE FOUNDATION. FAIRNESS INCLUDES, BUT IS NOT LIMITED TO, THE CONCEPTS THAT THE FOUNDATION SHOULD PAY NO MORE THAN FAIR MARKET VALUE FOR ANY GOODS OR SERVICES WHICH THE FOUNDATION RECEIVES AND THAT THE FOUNDATION SHOULD RECEIVE FAIR MARKET VALUE CONSIDERATION FOR ANY GOODS OR SERVICES THAT IT FURNISHES OTHERS. WHEN AN INTERESTED PERSON BECOMES AWARE OF A PROPOSED CONFLICT OF INTEREST TRANSACTION, HE OR SHE WILL HAVE A DUTY TO TAKE THE FOLLOWING ACTIONS: (A) IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF SUCH CONFLICT OF INTEREST TRANSACTION TO THE CHAIR OF THE DUE DILIGENCE COMMITTEE AND TO THE FOUNDATION'S CFO; (B) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE FOUNDATION TO ENTER INTO THE CONFLICT OF INTEREST TRANSACTION; (C) AND PHYSICALLY RECUSE THEMSELVES FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE CONFLICT OF INTEREST TRANSACTION WITH OFFICIALS OF THE FOUNDATION, AT MEETINGS OF THE BOARD OF DIRECTORS, AND WITH OTHER MEMBERS OF THE FOUNDATION COMMUNITY, EXCEPT TO RESPOND TO REQUESTS FOR INFORMATION ABOUT THE CONFLICT OF INTEREST TRANSACTION. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF THE VOTE ON THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE UNIVERSITY HUMAN RESOURCES DEPARTMENT REVIEWS COMPARABLE SALARY DATA. MARKET DATA FROM SALARY SURVEY SOURCES IS USED TO ASSIGN AN ACCURATE VALUE TO THE POSITION IN THE EXTERNAL LABOR MARKET. SURVEY MATCHES ARE BASED ON THE PRIMARY DUTIES OF THE POSITION. THE SURVEY DATA PROVIDES SALARY AND DEMOGRAPHIC DATA FOR SELECTED POSITIONS NATIONWIDE AND IS REPORTED IN A STATISTICAL FORMAT INDICATING THE AVERAGE AND MEDIAN SALARIES AND ADDITIONAL PERCENTILES (I.E. 25TH, 75TH). THE UNIVERSITY HR DEPARTMENT REVIEWS COMPARABLE SURVEY DATA WHEN AN EMPLOYEE IS HIRED OR PROMOTED. THE EXECUTIVE COMMITTEE CONSISTS OF THE FOLLOWING: THE CHAIR, VICE CHAIRS, SECRETARY, TREASURER, IMMEDIATE PAST CHAIR, UNIVERSITY PRESIDENT, CHAIR OF THE BOARD OF TRUSTEES, CHAIR OF THE UCF ALUMNI BOARD OF DIRECTORS, CHAIR OF ALL OTHER STANDING COMMITTEES OF THE UCF FOUNDATION BOARD. THE UCF FOUNDATION BOARD AND ITS COMMITTEES ADHERE TO ROBERT'S RULES AND ALL DELIBERATIONS OCCUR WITHIN PUBLICLY NOTICED MEETINGS IN ACCORDANCE WITH FLORIDA SUNSHINE LAW. ANY OFFICIAL ACTION MUST BE APPROVED BY A VOICE VOTE. PROXIES OR WRITTEN VOTES ARE NOT PERMITTED. WE CAPTURE FULL MEETING MEETINGS, INCLUDING ACTIONS, IN WRITING. THESE MINUTES ARE STORED WITHIN OUR ELECTRONIC RECORDS UPON THE RESPECTIVE COMMITTEE'S APPROVAL VIA AN OFFICIAL ACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, 990 TAX DOCUMENTS, AND FINANCIAL STATEMENTS ARE PUBLISHED ON THE FOUNDATION'S WEBSITE OR ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CENTRAL FLORIDA REAL ESTATE FOUNDATION | |||||||||
| 12424 RESEARCH PRKY STE 140 | ORLANDO | FL | 32826 | 596211832 | REAL ESTATE | FL | $0 | $81,793,776 | N/A |
| KNIGHTS KROSSING STUDENT HOUSING LLC | |||||||||
| 12424 RESEARCH PRKY STE 140 | ORLANDO | FL | 32826 | 596211832 | REAL ESTATE | FL | $0 | $9,733,000 | N/A |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CENTRAL FLORIDA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 CENTRAL FLORIDA BLVD | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592924021 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 115(1) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF CENTRAL FLORIDA | ||
| K | $14,541,281 | FMV |
| UNIVERSITY OF CENTRAL FLORIDA | ||
| S | $11,032,633 | FMV |
| UNIVERSITY OF CENTRAL FLORIDA | ||
| R | $9,507,860 | CASH PAID |
| UNIVERSITY OF CENTRAL FLORIDA | ||
| B | $13,801,534 | CASH PAID |
Comments