2021-02-08T07:39:51-06:00 2020-06-30 593204548 JAMES MOORE & CO PL 5931 NW 1ST PL GAINESVILLE FL 326072063 990 2019-07-01 593211153 FLORIDA STATE UNIVERSITY RESEARCH FOUNDATION INC FLOR 8506448650 2000 LEVY AVENUE SUITE 351 TALLAHASSEE FL 323105792 HEATHER CAVE EXECUTIVE DIRECTOR 8506448650 2021-02-03 1 KEN KURDZIEL P00060407 3523781331 2021-02-03 2019 2022-09-23 18:48:47Z GARY K OSTRANDER 2000 LEVY AVENUE SUITE 351 TALLAHASSEE FL 323105792 24101725 0 X WWW.RESEARCH.FSU.EDU X 1993 FL TO PROMOTE, ENCOURAGE, AND ASSIST THE RESEARCH AND TRAINING IN ACTIVITIES OF FACULTY, STAFF, AND STUDENTS OF FLORIDA STATE UNIVERSITY (FSU) THROUGH INCOME FROM CONTRACTS, GRANTS, AND OTHER SOURCES. 9 4 0 0 0 0 127301 0 16369779 16655065 5067473 5087989 1255 67630 21565808 21810684 11671549 12147103 0 0 699353 765150 0 0 0 3493926 3080326 15864828 15992579 5700980 5818105 179270956 181884344 32754990 29042916 146515966 152841428 TO PROMOTE, ENCOURAGE AND FACILITATE THE RESEARCH AND TRAINING ACTIVITIES OF FACULTY, STAFF AND STUDENTS OF THE FLORIDA STATE UNIVERSITY THROUGH INCOME FROM CONTRACTS, GRANTS AND OTHER SOURCES. 0 0 12147103 12147103 12832437 THE RESEARCH FOUNDATION ACCEPTS AND ADMINISTERS CONTRACTS AND GRANTS FROM PRIVATE SOURCES, (I.E. NON-U.S. FEDERAL, STATE AND LOCAL GOVERNMENTAL ENTITIES), WHICH ARE USED IN SUPPORT OF RESEARCH AT THE FLORIDA STATE UNIVERSITY. THE RESEARCH FOUNDATION PROCESSED 252 PROPOSALS AND 121 AWARDS IN THE CURRENT YEAR. 1615742 3165465 THE RESEARCH FOUNDATION OPERATES SEVEN BUILDINGS WITH THE OBJECTIVE OF PROVIDING RESEARCH FACILITIES FOR FLORIDA STATE UNIVERSITY TENANTS TO PERFORM RESEARCH. 1349335 657163 ADMINISTERING INCOME FROM RESEARCH/ROYALTY CONTRACTS RECEIVED BY UNIVERSITY DEPARTMENTS AND LICENSING OR OTHER CONTRACTUAL ARRANGEMENTS RELATED TO PATENTABLE PRODUCTS DEVELOPED BY FLORIDA STATE UNIVERSITY FACULTY, STAFF, AND STUDENTS. 15112180 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 142 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JENNY BUCIOR 8506459848 2000 LEVY AVENUE BLDG A SUITE 351 TALLAHASSEE FL 32310 JOHN THRASHER DIRECTOR 1.00 40.00 X 0 732808 291894 SALLY MCRORIE DIRECTOR 1.00 40.00 X 0 406693 44336 KYLE CLARK DIRECTOR 1.00 40.00 X 0 384360 46034 SAM HUCKABA DIRECTOR 1.00 40.00 X 0 273617 45471 GARY K OSTRANDER PRESIDENT 15.00 40.00 X X 0 337878 58708 JOSEPH W LANDERS DIRECTOR 1.00 X 0 0 0 KAY STEPHENSON DIRECTOR 1.00 X 0 0 0 KIM WILLIAMS DIRECTOR 1.00 X 0 0 0 RICARDO SCHNEIDER DIRECTOR 1.00 X 0 0 0 WILLIAM R ELLINGTON VICE PRESIDENT 3.00 40.00 X 0 193056 23934 KELLY STARKE SECRETARY 5.00 40.00 X 0 70575 26917 HEATHER CAVE EXECUTIVE DIRECTOR 40.00 X 0 80614 16209 KERRY PELUSO TREASURER 5.00 40.00 X 0 207559 74252 BILL SWEENEY FORMER DIRECTOR 0.00 40.00 X 0 146934 12479 DAVID COBURN FORMER DIRECTOR 0.00 40.00 X 0 548528 31713 HOLLY NEWELL FORMER OFFICER (CFO) 0.00 40.00 X 0 153984 42160 0 3536606 714107 0 1 1 0 EVERSHEDS SUTHERLAND (US) LLP 999 PEACHTREE ST NE SUITE 2300 ATLANTA GA 30309 LEGAL-PATENT AND COPYRIGHT 404915 MEUNIER CARLIN & CURFMAN LLC 999 PEACHTREE ST NE STE 1300 ATLANTA GA 30309 LEGAL-PATENT AND COPYRIGHT 111007 FOX ROTHSCHILD LLP 2000 MARKET ST 20TH FLOOR AR-65 PHILADELPHIA PA 191033222 LEGAL-PATENT AND COPYRIGHT 108677 3 CONTRACTS AND GRANTS 900099 12832437 12832437 RENTAL REVENUE 532000 3165465 3165465 LICENSING FEES & ROYALTIES 900099 657163 657163 16655065 224445 224445 7154585 2291041 4863544 4863544 4863544 MISCELLANEOUS INCOME 900099 67630 67630 67630 21810684 16655065 0 5155619 11980567 11980567 166536 166536 97976 97976 625851 625851 41323 41323 33000 33000 67650 67650 1110103 1095504 14599 PATENT & LICENSING COST 852982 852982 RENTAL EXPENSES 520238 520238 ROYALTY ALLOCATIONS 496353 496353 15992579 15112180 880399 0 56959989 54472976 1777805 1145682 531239 611218 8036771 6583367 114804 219591 29973008 14814666 15504077 15158342 90233431 98440591 6112840 5252577 179270956 181884344 332474 211242 13017691 8468317 8505000 7930000 10899825 12433357 32754990 29042916 X 140499399 146530085 6016567 6311343 0 0 146515966 152841428 179270956 181884344 X 5818105 575174 -67817 X X 0 1 X 1 0 X X 1 FLORIDA STATE UNIVERSITY 591961248 2 1 14259198 0 1 14259198 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 2618820 2618820 27150623 14665574 12485049 123907 69434 54473 79658 79658 0 15158342 1038077 C VANGUARD MUTUAL FUNDS 93672514 F INVESTMENT IN REAL ESTATE 3730000 F 98440591 INVENTORS ROYALTY ALLOCATIONS PAYABLE 437222 DEPARTMENT ROYALTY ALLOCATIONS PAYABLE 2415099 DUE TO FLORIDA STATE UNIVERSITY 8664037 GIFT ANNUITY OBLIGATION 192993 UNAMORTIZED PREMIUM 724006 12433357 X 22385858 575174 575174 21810684 0 21810684 16060396 67817 67817 15992579 0 15992579 PART X, LINE 2: PURSUANT TO A DETERMINATION LETTER RECEIVED FROM THE INTERNAL REVENUE SERVICE, THE RESEARCH FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND AS SUCH IS LIABLE FOR TAX ONLY ON BUSINESS INCOME UNRELATED TO THE PURPOSE FOR WHICH IT IS EXEMPT. NO PROVISION FOR INCOME TAX EXPENSE OR LIABILITY HAS BEEN MADE IN EITHER YEAR PRESENTED. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN ANNUITY VALUE 67,817. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EFFICIENCY & TECHNOLOGY RESEARCH AND ARCHAELOGICAL DIG 26830 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS 130435 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES EFFICIENCY & TECHNOLOGY RESEARCH 9271 0 0 0 0 0 0 166536 0 166536 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH ON THE SCIENCE & PHILOSOPHY OF SELF CONTROL 130435 WIRE TRANSFER SUB-SAHARAN AFRICA DESIGN LAYOUT FOR THE KANURI LITERACY AND NUMERACY CURRICULUM PACKAGE 9271 WIRE TRANSFER 2 0 0 0 0 0 0 PART I, LINE 2: FLORIDA STATE UNIVERSITY RESEARCH FOUNDATION HAS AN INTERNAL GRANTS DEPARTMENT THAT REVIEWS THE CONTRACTS AND GRANTS FOR COMPLIANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES AND SPONSOR GUIDELINES. PART III ACCOUNTING METHOD: SCHEDULE F, PART I, LINE 3 PART I, LINE 3, THE EXPENSES REPORTED MAY INCLUDE BOTH FOREIGN AND DOMESTIC ACTIVITY. 1 FLORIDA STATE UNIVERSITY 600 W COLLEGE AVENUE TALLAHASSEE FL 32306 591961248 115 11980567 RESEARCH 1 PART I, LINE 2: FLORIDA STATE UNIVERSITY RESEARCH FOUNDATION HAS AN INTERNAL GRANTS DEPARTMENT THAT REVIEWS THE CONTRACTS AND GRANTS FOR COMPLIANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES AND SPONSOR GUIDELINES. X X X 0 0 0 0 0 0 0 0 0 JOHN THRASHER DIRECTOR 0 603819 0 0 0 128989 0 255736 0 36158 0 1024702 0 0 SALLY MCRORIE DIRECTOR 0 399873 0 1500 0 5320 0 34710 0 9626 0 451029 0 0 KYLE CLARK DIRECTOR 0 376726 0 1200 0 6434 0 24029 0 22005 0 430394 0 0 SAM HUCKABA DIRECTOR 0 272117 0 1500 0 0 0 23944 0 21527 0 319088 0 0 GARY K OSTRANDER PRESIDENT 0 336378 0 1500 0 0 0 35365 0 23343 0 396586 0 0 WILLIAM R ELLINGTON VICE PRESIDENT 0 124802 0 0 0 68254 0 12015 0 11919 0 216990 0 0 KERRY PELUSO TREASURER 0 206359 0 1200 0 0 0 51744 0 22508 0 281811 0 0 BILL SWEENEY FORMER DIRECTOR 0 145434 0 1500 0 0 0 12186 0 293 0 159413 0 0 DAVID COBURN FORMER DIRECTOR 0 215100 0 1200 0 332228 0 11159 0 20554 0 580241 0 0 HOLLY NEWELL FORMER OFFICER (CFO) 0 152784 0 1200 0 0 0 14000 0 28160 0 196144 0 0 A STATE OF FLORIDA 593211153 2013-01-01 11920000 RESEARCH 0 0 0 A 3990000 11920000 11920000 1 0 1 1 A 0 0 0 1 1 0.01810 0.01810 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE DIRECTOR AND ASSISTANT DIRECTOR. ANY ISSUES OR QUESTIONS ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORMS. UPON THE APPROVAL OF DIRECTOR, THE RETURN IS PROVIDED TO THE BOARD BEFORE THE RETURN IS FILED WITH THE IRS. DISTRIBUTION TO ALL BOARD MEMBERS MAY BE IN THE FORM OF ELECTRONIC MAIL, NOTIFICATION OF A LINK TO A WEBSITE OR ACTUAL MAILING OF THE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. ANY KNOWN OR POTENTIAL CONFLICTS ARE DISCUSSED AND RESOLVED WITH THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A ALL SALARIES ARE IN A PAYBAND BASED ON POSITION LEVEL. THE DIRECTOR HAS AN ANNUAL WRITTEN CONTRACT WITH FSU. THE ORIGINAL SALARY WAS SET BY THE PRESIDENT OF FSU RESEARCH FOUNDATION, AND THE ASSOCIATE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION FOR FSU. SUBSEQUENT TO THAT, THERE IS AN ANNUAL REVIEW. SALARY INCREASES ARE PROVIDED WHEN THE STATE GIVES RAISES, AND WHEN APPROVED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, BYLAWS AND ARTICLES OF INCORPORATION ARE AVAIALBLE ON THE WEBSITE. OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ANNUITY VALUE -67,817. FORM 990, PART XII, LINE 2C THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR. FLORIDA STATE UNIVERSITY 600 W COLLEGE AVENUE TALLAHASSEE FL 32306 591961248 EDUCATION FL 115 N/A 0 0 1 1 1 0 0 0 0 0 1 1 0 0 1 0 1 1 1 0 FLORIDA STATE UNIVERSITY J 3165465 CASH VALUE FLORIDA STATE UNIVERSITY B 57647 CASH VALUE