2022-12-21T15:01:16-06:00 2022-06-30 560574444 CHERRY BEKAERT LLP 401 EAST JACKSON ST SUITE 1200 TAMPA FL 33602 990 2021-07-01 650403969 FLORIDA GULF COAST UNIVERSITY FOUNDATION INC FLOR 2397454365 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 339656565 GERARD CARRINGTON CHIEF FINANCIAL OFFICER 2397454365 2022-12-21 1 GERARD CARRINGTON 999009999 AMANDA ADAMS P00748038 8132511010 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KATHERINE GREEN 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 339656565 67273743 0 X WWW.FGCU.EDU/FOUNDATION X 1993 FL THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. 48 46 0 56 16102 6464 19514768 23525853 1433654 1280842 -72149 807475 191071 281142 21067344 25895312 17053560 14398390 0 0 0 0 52400 30238 517561 3834555 5854192 20940515 20282820 126829 5612492 178086108 164718359 3797742 2488139 174288366 162230220 THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. 0 0 18566907 14398390 1280842 THE FOUNDATION RECEIVES AND ADMINISTERS GIFTS AND BEQUESTS FOR EDUCATIONAL AND CHARITABLE PURPOSES FOR THE ADVANCEMENT OF FLORIDA GULF COAST UNIVERSITY. THE FOUNDATION ALSO HOLDS PROPERTY FOR USE BY THE UNIVERSITY INCLUDING LAND USED BY THE COLLEGE OF ARTS AND SCIENCES FOR THE ENVIRONMENTAL STUDIES PROGRAMS, THE HOME OF THE FLORIDA GULF COAST UNIVERSITY VESTER MARINE SCIENCE AND ENVIRONMENTAL EDUCATION CENTER, AND LAND TO BE USED FOR THE UNIVERSITY'S FUTURE EXPANSION NEEDS. 18566907 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 161 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 48 46 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 FL X X GERARD CARRINGTON 2397454365 10501 FGCU BLVD SOUTH FORT MYERS FL 339656565 MICHAEL MARTIN PRESIDENT 10.00 30.00 X X 0 522349 49602 CHARLES KETTEMAN CHAIR 1.00 0.00 X X 0 0 0 MAYELA ROSALES VICE CHAIR 1.00 0.00 X X 0 0 0 GEURT PEET SECRETARY 1.00 0.00 X X 0 0 0 DOUGLAS VANOORT TREASURER 1.00 0.00 X X 0 0 0 RICHARD ACKERT DIRECTOR 1.00 0.00 X 0 0 0 LAWRENCE ANTONUCCI DIRECTOR 1.00 0.00 X 0 0 0 BILL BARKER DIRECTOR 1.00 0.00 X 0 0 0 SUZANNE BOY DIRECTOR 1.00 0.00 X 0 0 0 DAVID CALL DIRECTOR 1.00 0.00 X 0 0 0 TIMOTHY CARTWRIGHT DIRECTOR 1.00 0.00 X 0 0 0 HARRY CASIMIR DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH CATTI DIRECTOR 1.00 0.00 X 0 0 0 BARRON COLLIER III DIRECTOR 1.00 0.00 X 0 0 0 MILLER COUSE DIRECTOR 1.00 0.00 X 0 0 0 BRETT DIAMOND DIRECTOR 1.00 0.00 X 0 0 0 CHARLES EDWARDS DIRECTOR 1.00 0.00 X 0 0 0 DEAN FJELSTUL DIRECTOR 1.00 0.00 X 0 0 0 JEFFREY FRIDKIN DIRECTOR 1.00 0.00 X 0 0 0 JOHN FUMAGALLI DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH GAMMONS DIRECTOR 1.00 0.00 X 0 0 0 MARY BETH GEIER DIRECTOR 1.00 0.00 X 0 0 0 DUDLEY GOODLETTE DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL HARTLEY DIRECTOR 1.00 0.00 X 0 0 0 ONUR HAYTAC DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM HOROWITZ DIRECTOR 1.00 0.00 X 0 0 0 CHARLES IDELSON DIRECTOR 1.00 0.00 X 0 0 0 JAMES KNUPP DIRECTOR 1.00 0.00 X 0 0 0 ALAN KOREST DIRECTOR 1.00 0.00 X 0 0 0 CLAUDINE LEGER-WETZEL DIRECTOR 1.00 0.00 X 0 0 0 DONALD LESCH DIRECTOR 1.00 0.00 X 0 0 0 W BERNARD LESTER DIRECTOR 1.00 0.00 X 0 0 0 DAVID LUCAS DIRECTOR 1.00 0.00 X 0 0 0 GAIL MARKHAM DIRECTOR 1.00 0.00 X 0 0 0 STEVE MCINTOSH DIRECTOR 1.00 0.00 X 0 0 0 EDWARD MORTON DIRECTOR 1.00 0.00 X 0 0 0 LUCIENNE PEARS DIRECTOR 1.00 0.00 X 0 0 0 FRED PEZESHKAN DIRECTOR 1.00 0.00 X 0 0 0 TRAVUS POPE DIRECTOR 1.00 0.00 X 0 0 0 SHONTRA POWELL DIRECTOR 1.00 0.00 X 0 0 0 DAVID POWELL DIRECTOR 1.00 0.00 X 0 0 0 ROBBIE ROEPSTORFF DIRECTOR 1.00 0.00 X 0 0 0 SAMANTHA SCOTT DIRECTOR 1.00 0.00 X 0 0 0 LEE SEIDLER DIRECTOR 1.00 0.00 X 0 0 0 JULIET SPROUL DIRECTOR 1.00 0.00 X 0 0 0 PETER SULICK DIRECTOR 1.00 0.00 X 0 0 0 LINDA TAYLOR DIRECTOR 1.00 0.00 X 0 0 0 CHARLES WINTON DIRECTOR 1.00 0.00 X 0 0 0 KATHERINE GREEN EXECUTIVE DIRECTOR 25.00 15.00 X 0 259217 44724 GERARD CARRINGTON CHIEF FINANCIAL OFFICER 24.00 16.00 X 0 149610 33727 CINDY LEARNED ASSISTANT VICE PRESIDENT 35.00 5.00 X 0 39877 7179 DAVID VAZQUEZ ASSISTANT TREASURER 2.00 38.00 X 0 225567 31177 WILLIAM RICE FORMER SR. PHILANTHROPY OFFICER 30.00 10.00 X 0 174025 38483 STEVE MAGIERA FORMER ASSISTANT TREASURER 0.00 40.00 X 0 209335 17113 0 1579980 222005 0 1 1 0 OWEN AMES KIMBALL 11941 FAIRWAY LAKES DR FORT MYERS FL 33913 CONSTRUCTION 4760067 JSM SERVICES INC PO BOX 897 LUTZ FL 33548 ATHLETIC FIELD MAINTENANCE 204459 FLORIDIAN PARTNERS 108 SOUTH MONROE STREET TALLAHASSEE FL 32301 LOBBYING 195962 PARKER MUDGETT SMITH ARCHITECTS INC 2136 MCGREGOR BLVD FORT MYERS FL 33901 ARCHITECT SERVICES 146749 4 759941 22765912 722361 23525853 FUNDRAISING ACTIVITIES 900099 896842 896842 FACILITY RENTAL 531390 384000 384000 1280842 85696 85696 41420943 40699164 721779 721779 721779 944307 759941 679267 265040 265040 UBI FROM K-1S 525990 16102 16102 16102 25895312 1280842 16102 1072515 14398390 14398390 888 888 87091 37741 49350 210930 210930 30238 30238 200653 200653 824257 618772 193102 12383 70072 63924 1748 4400 942918 762742 95190 84986 63288 59920 238 3130 299256 298048 1208 293927 262437 11127 20363 1646209 1057416 322912 265881 17978 17978 196284 80367 66382 49535 DUES AND SUBSCRIPTIONS 417905 372487 11855 33563 PROGRAM PRODUCTION 302312 302312 GIFTS/ACKNOWLEDGMENTS 88788 64038 11668 13082 UBI TAX 3123 3123 188313 188313 20282820 18566907 1198352 517561 27125509 32704178 6601269 4154557 530 1850 72014 94275 8450400 8490393 8450400 134256921 117811666 1269197 1175971 270275 325462 178086108 164718359 151103 369177 32000 32000 3614639 2086962 3797742 2488139 X 12230739 12503672 162057627 149726548 174288366 162230220 178086108 164718359 X 5612492 -17581410 -89228 X 0 1 X 1 0 X 12322793 13207406 24376754 19514768 23525853 92947574 12322793 13207406 24376754 19514768 23525853 92947574 6630087 86317487 1329911 658793 382511 123503 85696 2580414 36898 112538 407397 189709 271504 1018046 96546034 7696848 0.89410 0.86620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 210930 210930 0 PART II-B, LINE 1: IN FY 2022, THE UNIVERSITY CONTINUED TO ENGAGE A THIRD-PARTY COMPANY (FLORIDIAN PARTNERS) TO ADVOCATE FOR FLORIDA GULF COAST UNIVERSITY IN TALLAHASSEE WITH THE FLORIDA LEGISLATURE. 129309034 3897182 -16085855 3346794 1936579 111836988 100019129 4961456 29547621 3549394 1669778 129309034 94547577 6377779 3380536 2848900 1437863 100019129 91196780 1049802 6176900 2527982 1347923 94547577 84643790 3724592 6613986 2470071 1315517 91196780 1.00000 0 0 8450400 8450400 8450400 GIFT ANNUITIES PAYABLE 678364 GIFT ANNUITIES 1373073 UNIVERSITY SUPPORT PAYABLE 35525 2086962 8703288 -17581410 590039 -16991371 25694659 200653 200653 25895312 20761434 679267 679267 20082167 200653 200653 20282820 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT ENDOWED CHAIRS, PROFESSORSHIPS, SCHOLARSHIPS, FELLOWSHIPS AND OTHER PROGRAMS FOR THE BENEFIT OF FLORIDA GULF COAST UNIVERSITY. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES SHOWN IN PART VIII 679,267. CHANGE IN GIFT ANNUITY -89,228. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES SHOWN IN PART VIII 679,267. X X X X X X 1 RUFFALO NOEL LEVITZ P O BOX 718 DES MOINES IA 50303 SOLICITATION CONSULT 0 3765 29923 -26158 3765 29923 -26158 AK AL CA CO CT FL GA HI IA IL IN KS LA MA MD ME MI MN MO NC ND NH NJ NM NY OH OK OR PA RI SC SD TN VA VT WA WI WV NIGHT AT NEST 826098 300711 525387 47180 32852 12510 30078 GALA 278800 138300 140500 149525 120185 18650 55941 8 599350 320930 278420 2747 30094 78016 58662 42827 1704248 759941 944307 49927 179619 231053 89822 128846 679267 265040 1 FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD SOUTH FORT MYERS FL 339656565 650753801 170(C)(1) 14398390 0 SCHOLARSHIPS AND SUPPORT FOR FLORIDA GULF COAST UNIVERSITY 1 0 PART I, LINE 2: THE FOUNDATION IS A DIRECT SUPPORT ORGANIZATION OF FLORIDA GULF COAST UNIVERSITY AND PROVIDES ASSISTANCE BASED ON REQUESTS FROM THE UNIVERSITY AND THE AMOUNT OF AVAILABLE FUNDS FROM RESTRICTED DONATIONS FOR SPECIFIC UNIVERSITY PROGRAMS. FOUNDATION FISCAL MANAGERS MAINTAIN A RUNNING TOTAL OF GRANT FUNDING RECEIVED AND AMOUNTS AVAILABLE FOR DISTRIBUTION. ALL FUNDING REQUESTS ARE REVIEWED FOR ELIGIBILITY PRIOR TO FUNDS BEING DISBURSED INCLUDING CRITERIA AGREED UPON BETWEEN THE DONOR AND THE FOUNDATION. 0 0 0 0 0 0 0 0 0 MICHAEL MARTIN PRESIDENT 0 396329 0 50000 0 76020 0 26089 0 23513 0 571951 0 0 KATHERINE GREEN EXECUTIVE DIRECTOR 0 242235 0 1500 0 15482 0 21932 0 22792 0 303941 0 0 DAVID VAZQUEZ ASSISTANT TREASURER 0 212457 0 1500 0 11610 0 19523 0 11654 0 256744 0 0 STEVE MAGIERA FORMER ASSISTANT TREASURER 0 205157 0 0 0 4178 0 11342 0 5771 0 226448 0 0 WILLIAM RICE FORMER SR. PHILANTHROPY OFFICER 0 169992 0 1500 0 2533 0 18122 0 20361 0 212508 0 0 GERARD CARRINGTON CHIEF FINANCIAL OFFICER 0 146893 0 1500 0 1217 0 13439 0 20288 0 183337 0 0 X 30 722361 AVG. TRADING VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE CHAIRS OF THE COMMITTEES. THE COMMITTEE HAS THE COMPLETE AUTHORITY OF THE BOARD BETWEEN MEETINGS. ANY DECISIONS MADE BY THE EXECUTIVE COMMITTEE ARE RATIFIED AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND IS REVIEWED BY THE AUDIT COMMITTEE, EXECUTIVE DIRECTOR, AND CFO PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FOUNDATION BOARD MEMBERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. MEMBERS ARE ASKED TO DISCLOSE A FULL BIO OF THEMSELVES INCLUDING RELATIONSHIPS THAT MAY CAUSE A CONFLICT OF INTEREST. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, IT IS DISCLOSED TO THE FOUNDATION BOARD FOR THEIR CONSIDERATION. WHILE NO FORMAL RESTRICTIONS ARE PLACED ON THESE MEMBERS, IT HAS BEEN THE BOARD'S AND THE COMMITTEE'S PRACTICE THAT THOSE INDIVIDUALS WITH A CONFLICT WOULD ABSTAIN FROM VOTING AND RELATED DISCUSSIONS ON THE DECISION. KEY EMPLOYEES ARE COVERED UNDER THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS DETERMINED UNDER THE HUMAN RESOURCE POLICIES OF THE UNIVERSITY. THE FOUNDATION RELIES ON THE COMPENSATION COMMITTEE OF THE UNIVERSITY TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CFO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FORM 990 ARE ON THE FOUNDATION'S WEBSITE AND ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE. FORM 990, PART XI, LINE 9: CHANGE IN GIFT ANNUITY -89,228. FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD FORT MYERS FL 33965 650753801 EDUCATION FL 170(C)(1) N/A 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0