UNIVERSITY OF FLORIDA FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF FLORIDA FOUNDATION INC (EIN 59-0974739)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-12
- IRS object ID
- 202021339349301032
- Schema version
- 2018v3.1
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-12T11:12:34-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PL | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590974739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF FLORIDA | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3523925475 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14425 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID CHRISTIE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3523925475 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIANA KREUL | PreparerPersonNm |
| PTIN | P01204534 | PTIN |
| Phone | 3217516200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.227.37.159 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-12 | IPDt |
| IP Tm | 11:10:06 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 40AE8FA7C6A25CAECA7F57205DD94C425C84315C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS J MITCHELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14425 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $183,691,785 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UFF.UFL.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE UNIVERSITY OF FLORIDA FOUNDATION, INC. IS TO EXCLUSIVELY SUPPORT AND ENHANCE THE UNIVERSITY OF FLORIDA, A COMPREHENSIVE LEARNING INSTITUTION BUILT ON A LAND-GRANT FOUNDATION, IN ITS MISSION OF "EXCELLENCE IN EDUCATION AND RESEARCH AND SHAPING A BETTER FUTURE FOR FLORIDA, THE NATION, AND THE WORLD," AS DETERMINED BY THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES, BY CREATING AWARENESS, BUILDING RELATIONSHIPS, SECURING PRIVATE SUPPORT, RECOGNIZING DONORS, AND PERFORMING ALL BUSINESS-RELATED MATTERS TO ACCOMPLISH THESE PURPOSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 335 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | -$6,612,059 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$6,612,059 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $141,476,848 | PYContributionsGrantsAmt |
| CY Contributions Grants | $134,954,475 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,741,369 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,976,362 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,110,108 | PYOtherRevenueAmt |
| CY Other Revenue | $6,687,157 | CYOtherRevenueAmt |
| PY Total Revenue | $161,328,325 | PYTotalRevenueAmt |
| CY Total Revenue | $148,617,994 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $124,311,850 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $126,021,072 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,410,014 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,227,609 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $811,522 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $803,476 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,495,769 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,196,957 | PYOtherExpensesAmt |
| CY Other Expenses | $13,896,487 | CYOtherExpensesAmt |
| PY Total Expenses | $157,730,343 | PYTotalExpensesAmt |
| CY Total Expenses | $155,948,644 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,597,982 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,330,650 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,035,588,587 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,103,290,237 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $70,078,195 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110,654,611 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,965,510,392 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,992,635,626 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE UNIVERSITY OF FLORIDA FOUNDATION, INC. IS TO EXCLUSIVELY SUPPORT AND ENHANCE THE UNIVERSITY OF FLORIDA, A COMPREHENSIVE LEARNING INSTITUTION BUILT ON A LAND-GRANT FOUNDATION, IN ITS MISSION OF "EXCELLENCE IN EDUCATION AND RESEARCH AND SHAPING A BETTER FUTURE FOR FLORIDA, THE NATION, AND THE WORLD," AS DETERMINED BY THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES, BY CREATING AWARENESS, BUILDING RELATIONSHIPS, SECURING PRIVATE SUPPORT, RECOGNIZING DONORS, AND PERFORMING ALL BUSINESS-RELATED MATTERS TO ACCOMPLISH THESE PURPOSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $49,249,069 | ExpenseAmt |
| Grant | $44,005,463 | GrantAmt |
| Revenue | $5,639,961 | RevenueAmt |
| Desc | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT, IN ACCORDANCE WITH DONOR RESTRICTIONS, TO THE MANY COLLEGES, UNITS, AND PROGRAMS OF THE UNIVERSITY OF FLORIDA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,967,642 | ExpenseAmt |
| Grant | $23,967,642 | GrantAmt |
| Revenue | $333,728 | RevenueAmt |
| Desc | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR THE UNIVERSITY OF FLORIDA FOR DONOR PROVIDED FINANCIAL AID TO QUALIFIED STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,385,687 | ExpenseAmt |
| Grant | $21,367,897 | GrantAmt |
| Revenue | $1,390 | RevenueAmt |
| Desc | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR FACULTY AND STAFF OF THE MANY COLLEGES AND UNITS OF THE UNIVERSITY OF FLORIDA INCLUDING, BUT NOT LIMITED TO, ENDOWED CHAIRS AND PROFESSORSHIPS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $19,716,723 | $19,505,604 | $437,280 | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR THE UNIVERSITY OF FLORIDA FOR RESEARCH FUNDING. |
| $11,661,501 | $11,661,501 | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR OTHER PURPOSES, INCLUDING, BUT NOT LIMITED TO, SPECIAL EVENTS, PROJECTS AND PROGRAMS WITH MULTIPLE OR BROAD PURPOSES. | |
| $5,967,714 | $5,512,965 | $93,735 | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR THE UNIVERSITY OF FLORIDA TO CONSTRUCT NEW BUILDINGS AND RENOVATE EXISTING FACILITIES TO ENHANCE THE EDUCATION EXPERIENCE OF ALL STUDENTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $37,345,938 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $36,680,070 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $531,015 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $131,948,336 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 107 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 335 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | Yes (1) | 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 | 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 | OH | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | 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 | DAVID CHRISTIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3523925475 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1938 W UNIVERSITY AVENUE | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| S ANDREW BANKS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL M BREWER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANNON E CARBONE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL D DURHAM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| W KENT FUCHS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $1,149,741 | $252,774 | 41.00 | ||
| ELIZABETH D GADSBY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE GLOVER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $591,162 | $45,240 | 40.00 | ||
| SCOTT G HAWKINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH HERNANDEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RHONDA D HOLT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH A MCCAGUE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE MCFARLIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $290,905 | $32,029 | 40.00 | ||
| LINDA C MCGURN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE V MCKEE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $342,904 | $97,201 | 40.00 | ||
| JOELEN K MERKEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS H OBERNDORF | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| M ANN O'BRIEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA PARKER-HUDSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAHUL PATEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN S PRESSLY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JON W PRITCHETT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES H PUGH JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SACHIO SEMMOTO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG SOLTIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $223,387 | $29,169 | 40.00 | ||
| RICK STAAB | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JODY SWANSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GALE V KING | ||||||||
| CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ANITA ZUCKER | ||||||||
| VICE-CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS J MITCHELL | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $782,058 | $0 | $47,202 | 1.00 | Yes (X) | ||
| DAVID M CHRISTIE | ||||||||
| TREASURER | 40.00 | $209,389 | $0 | $37,492 | Yes (X) | |||
| KAREN RICE | ||||||||
| ASSOCIATE VP | 40.00 | $242,400 | $0 | $39,206 | Yes (X) | |||
| SUSAN GOFFMAN | ||||||||
| SECRETARY | 40.00 | $194,896 | $0 | $16,057 | Yes (X) | |||
| JOSEPH A MANDERNACH | ||||||||
| ASSOCIATE VP | 40.00 | $268,688 | $0 | $21,110 | Yes (X) | |||
| RISE WILSON | ||||||||
| ASSOCIATE VP | 40.00 | $216,643 | $0 | $36,967 | Yes (X) | |||
| MARIA MARTIN | ||||||||
| ASSISTANT VP | 40.00 | $215,944 | $0 | $38,032 | Yes (X) | |||
| PAUL CASPERSEN | ||||||||
| ASSISTANT VP | 40.00 | $215,537 | $0 | $37,211 | Yes (X) | |||
| MARGARET HENDRYX | ||||||||
| ASSISTANT VP | 40.00 | $191,528 | $0 | $34,748 | Yes (X) | |||
| JON CANNON | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $189,498 | $0 | $37,719 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,726,581 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,598,099 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $802,157 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 47 | 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 |
|---|---|---|---|---|---|
| UNIVERSITY OF FLORIDA INVESTMENT CORP | |||||
| 4510 NW 6TH PLACE 2ND FLOOR | GAINESVILLE | FL | 32607 | INVESTMENT MANAGEMENT | $2,690,460 |
| RUFFALOCODY | |||||
| PO BOX 3018 | CEDAR RAPIDS | IA | 52406 | PROFESSIONAL FUNDRAISERS | $823,636 |
| CHARLES PERRY PARTNERS LLC | |||||
| 8200 NW 15TH PLACE | GAINESVILLE | FL | 32606 | CONSTRUCTION SERVICES | $502,593 |
| ONE SIXTY OVER NINETY FL LLC | |||||
| ONE SOUTH BROAD ST | PHILADELPHIA | PA | 19107 | MARKETING SERVICES | $374,452 |
| OYOVA SOFTWARE LLC | |||||
| 1719 PENMAN ROAD | JACKSONVILLE | FL | 32250 | TECHNOLOGY SERVICES | $339,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $38,475 | MembershipDuesAmt |
| Related Organizations | $4,700,000 | RelatedOrganizationsAmt |
| All Other Contributions | $130,216,000 | AllOtherContributionsAmt |
| Noncash Contributions | $23,000,279 | NoncashContributionsAmt |
| Total Contributions | $134,954,475 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$371,589 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$6,612,059 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,240,470 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,622,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,622,808 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $410,827 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $229,764 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $181,063 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,063 | TotalRevenueColumnAmt |
| Exclusion | $181,063 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,176,560 | SecuritiesAmt |
| Other | $15,418 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,844,027 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,332,533 | SecuritiesAmt |
| Other | $15,418 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,347,951 | TotalRevenueColumnAmt |
| Exclusion | $7,347,951 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $2,488,137 | $2,488,137 |
| TRANSFERS FROM COMPONE | 900099 | $953,294 | $953,294 |
| REUNIONS AND OTHER EVE | 900099 | $441,855 | $441,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,883,286 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $148,617,994 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,506,094 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$6,612,059 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,769,484 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,021,072 | TotalAmt |
| Program Services | $126,021,072 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,715,991 | TotalAmt |
| Management And General | $454,223 | ManagementAndGeneralAmt |
| Fundraising | $1,261,768 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,977,740 | TotalAmt |
| Management And General | $1,643,605 | ManagementAndGeneralAmt |
| Fundraising | $6,334,135 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,200,640 | TotalAmt |
| Management And General | $1,200,640 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,330,552 | TotalAmt |
| Management And General | $2,625,376 | ManagementAndGeneralAmt |
| Fundraising | $1,705,176 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,686 | TotalAmt |
| Management And General | $2,686 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,733 | TotalAmt |
| Program Services | $2,728 | ProgramServicesAmt |
| Management And General | $235,536 | ManagementAndGeneralAmt |
| Fundraising | $469 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,543 | TotalAmt |
| Management And General | $202,543 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,476 | TotalAmt |
| Fundraising | $803,476 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,487,710 | TotalAmt |
| Program Services | $3,487,710 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,011,636 | TotalAmt |
| Program Services | $538,717 | ProgramServicesAmt |
| Management And General | $1,051,629 | ManagementAndGeneralAmt |
| Fundraising | $421,290 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,710 | TotalAmt |
| Management And General | $2,555 | ManagementAndGeneralAmt |
| Fundraising | $31,155 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,413,093 | TotalAmt |
| Program Services | $1,164,969 | ProgramServicesAmt |
| Management And General | $283,784 | ManagementAndGeneralAmt |
| Fundraising | $964,340 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,956 | TotalAmt |
| Management And General | $211,683 | ManagementAndGeneralAmt |
| Fundraising | $42,273 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,451 | TotalAmt |
| Program Services | $3,040 | ProgramServicesAmt |
| Management And General | $68,588 | ManagementAndGeneralAmt |
| Fundraising | $41,823 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,189,351 | TotalAmt |
| Program Services | $9,977 | ProgramServicesAmt |
| Management And General | $78,713 | ManagementAndGeneralAmt |
| Fundraising | $1,100,661 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,460,361 | TotalAmt |
| Program Services | $133,229 | ProgramServicesAmt |
| Management And General | $82,274 | ManagementAndGeneralAmt |
| Fundraising | $1,244,858 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,181 | TotalAmt |
| Program Services | $82,181 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,360 | TotalAmt |
| Program Services | $148,910 | ProgramServicesAmt |
| Management And General | $644,642 | ManagementAndGeneralAmt |
| Fundraising | $58,808 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,729 | TotalAmt |
| Program Services | $14,871 | ProgramServicesAmt |
| Management And General | $215,858 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| ENTERTAINMENT | $418,582 | $13,910 | $404,672 | |
| REPAIRS & MAINTENANCE | $407,897 | $406,924 | $973 | |
| MISCELLANEOUS | $316,236 | $19,039 | $79,892 | $217,305 |
| DUES & SUBSCRIPTIONS | $183,958 | $60,331 | $123,627 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,948,644 | TotalAmt |
| Program Services | $131,948,336 | ProgramServicesAmt |
| Management And General | $9,504,539 | ManagementAndGeneralAmt |
| Fundraising | $14,495,769 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,937,421 | BOYAmt |
| EOY | $6,668,831 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,888,613 | BOYAmt |
| EOY | $16,054,645 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,770,957 | BOYAmt |
| EOY | $74,117,143 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $873,413 | BOYAmt |
| EOY | $1,428,154 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,504 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,684,673 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,127,570 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,311,006 | BOYAmt |
| EOY | $70,557,103 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,115 | BOYAmt |
| EOY | $941,988 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,768,822,296 | BOYAmt |
| EOY | $1,884,172,422 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,833,262 | BOYAmt |
| EOY | $49,349,951 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,035,588,587 | BOYAmt |
| EOY | $2,103,290,237 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,298,839 | BOYAmt |
| EOY | $2,782,533 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,132,593 | BOYAmt |
| EOY | $2,016,100 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,646,763 | BOYAmt |
| EOY | $105,855,978 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,078,195 | BOYAmt |
| EOY | $110,654,611 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,110,641 | BOYAmt |
| EOY | $114,691,437 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $60,117,396 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,727,399,751 | BOYAmt |
| EOY | $1,817,826,793 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,965,510,392 | BOYAmt |
| EOY | $1,992,635,626 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,035,588,587 | BOYAmt |
| EOY | $2,103,290,237 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,330,650 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $113,831,769 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$82,776,224 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $3,400,339 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,670,312 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,419,054 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,342,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $141,476,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,954,475 | CurrentTaxYearAmt |
| Total | $675,862,869 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,254,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,197,489 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,944,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,195,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,527,269 | CurrentTaxYearAmt |
| Total | $68,120,068 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $106,925,124 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $170,616,543 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $161,286,692 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155,672,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,481,744 | CurrentTaxYearAmt |
| Total | $743,982,937 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,078,058 | SubstantialContributorsTotAmt |
| Public Support Total170 | $723,904,879 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,942,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,525,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,862,142 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,467,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,662,046 | CurrentTaxYearAmt |
| Total | $52,459,607 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,095,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,936,253 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,703,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,302,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,879,161 | CurrentTaxYearAmt |
| Total | $25,918,075 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $822,360,619 | TotalSupportAmt |
| Public Support CY170 | 0.88030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89140 | 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 | TRANSFERS FROM COMPONENT UNITS MISC REUNIONS EVENTS - 2014 AMOUNT: $ 5,095,969. 2015 AMOUNT: $ 6,936,253. 2016 AMOUNT: $ 5,703,836. 2017 AMOUNT: $ 4,302,856. 2018 AMOUNT: $ 3,879,161. | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,793 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 0.25 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 4.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $375 | ExpensesIncurredEnforcementAmt |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,727,399,751 | BeginningYearBalanceAmt |
| Contributions | $53,823,055 | ContributionsAmt |
| Investment Earnings Or Losses | $116,453,654 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,777,899 | GrantsOrScholarshipsAmt |
| Other Expenditures | $43,990,761 | OtherExpendituresAmt |
| Administrative Expenses | $20,081,007 | AdministrativeExpensesAmt |
| End Year Balance | $1,817,826,793 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,605,037,361 | BeginningYearBalanceAmt |
| Contributions | $58,785,811 | ContributionsAmt |
| Investment Earnings Or Losses | $140,709,370 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,292,042 | GrantsOrScholarshipsAmt |
| Other Expenditures | $42,390,909 | OtherExpendituresAmt |
| Administrative Expenses | $19,449,840 | AdministrativeExpensesAmt |
| End Year Balance | $1,727,399,751 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,461,347,379 | BeginningYearBalanceAmt |
| Contributions | $45,827,771 | ContributionsAmt |
| Investment Earnings Or Losses | $171,811,218 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,737,083 | GrantsOrScholarshipsAmt |
| Other Expenditures | $40,436,584 | OtherExpendituresAmt |
| Administrative Expenses | $18,775,340 | AdministrativeExpensesAmt |
| End Year Balance | $1,605,037,361 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,555,703,098 | BeginningYearBalanceAmt |
| Contributions | $33,209,849 | ContributionsAmt |
| Investment Earnings Or Losses | -$53,255,974 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,722,955 | GrantsOrScholarshipsAmt |
| Other Expenditures | $40,710,952 | OtherExpendituresAmt |
| Administrative Expenses | $18,875,687 | AdministrativeExpensesAmt |
| End Year Balance | $1,461,347,379 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,519,522,419 | BeginningYearBalanceAmt |
| Contributions | $32,960,718 | ContributionsAmt |
| Investment Earnings Or Losses | $70,271,543 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,644,827 | GrantsOrScholarshipsAmt |
| Other Expenditures | $37,841,226 | OtherExpendituresAmt |
| Administrative Expenses | $15,565,529 | AdministrativeExpensesAmt |
| End Year Balance | $1,555,709,098 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.99940 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00060 | 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 | $58,527,552 | OtherCostOrOtherBasisAmt |
| Book Value | $58,527,552 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,691,160 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,405,919 | DepreciationAmt |
| Book Value | $2,285,241 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,947,352 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,721,651 | DepreciationAmt |
| Book Value | $1,225,701 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,518,609 | OtherCostOrOtherBasisAmt |
| Book Value | $8,518,609 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $70,557,103 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMINGLED FUNDS | $58,568,745 | F |
| PRIVATE EQUITY | $1,825,603,677 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,884,172,422 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY & TRUST LIABILITIES | $44,921,432 |
| AMOUNTS INVESTED ON BEHALF OF UF ENTITIES | $39,960,159 |
| DEFERRED MANAGEMENT FEES | $1,143,458 |
| PROJECT COMMITMENT | $258,479 |
| DEFERRED INFLOWS OF RESOURCES: SPLIT-INTEREST AGREEMENTS | $16,200,319 |
| DEFERRED INFLOWS OF RESOURCES: EXTERNAL TRUSTS | $2,940,048 |
| DEFERRED INFLOWS OF RESOURCES: PENSION | $432,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $105,855,978 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $279,650,335 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $113,831,769 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $14,527,269 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $5,835,630 | OtherRevenueAmt |
| Revenue Not Reported | $134,194,668 | RevenueNotReportedAmt |
| Revenue Subtotal | $145,455,667 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,162,327 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $3,162,327 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $148,617,994 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $169,748,877 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $14,527,269 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $4,182,300 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $18,709,569 | ExpensesNotReportedAmt |
| Expenses Subtotal | $151,039,308 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,162,327 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,747,009 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,909,336 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $155,948,644 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | CONTRIBUTIONS TO THE LAND PRESERVE ARE GENERALLY RECORDED AT THEIR APPRAISED VALUE AT THE DATE OF THE GIFT, AND ARE CONSIDERED BY MANAGEMENT TO BE NON-REVENUE PRODUCING ASSETS. THE VALUE OF THE CONTRIBUTED NON-REVENUE PRODUCING ASSETS IS INCLUDED IN THE STATEMENT OF ACTIVITIES. |
| PART III, LINE 1A: | THE FOUNDATION OWNS THE COLLECTION OF THE SAMUEL P. HARN MUSEUM OF ART. THESE COLLECTION ITEMS ARE UNDER THE CONTROL OF THE HARN AND THESE ITEMS ARE CATALOGUED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH CONTRIBUTIONS AND PURCHASES SINCE INCEPTION, ARE NOT RECOGNIZED ON THE STATEMENT OF NET POSITION. THE FOUNDATION DOES NOT CAPITALIZE ITS PERMANENT COLLECTIONS DUE TO ACCREDIDATION REQUIREMENTS IMPOSED BY THE AMERICAN ALLIANCE OF MUSEUMS. CONTRIBUTED COLLECTION ITEMS ARE RECORDED AS IN-KIND CONTRIBUTIONS AND OFFSETTING DECREASES (PROGRAM EXPENSE) IN THE APPROPRIATE NET POSITION CLASS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES (PROGRAM EXPENSE) IN THE APPROPRIATE NET POSITION CLASS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM SALES OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES (OTHER REVENUES) IN THE APPROPRIATE NET POSITION CLASS. |
| PART III, LINE 4: | THE ORGANIZATION RECEIVES AND MAY HOLD ART OBJECTS AND OTHER COLLECTIONS, INCLUDING ARTIFACTS, BOOKS, MANUSCRIPTS, AND DOCUMENTS, EITHER GIFTED TO THE ORGANIZATION FOR THE BENEFIT OF THE UNIVERSITY OF FLORIDA OR ACQUIRED WITH FUNDS GIFTED FOR THAT PURPOSE. THESE OBJECTS ARE HELD FOR USE BY THE UNIVERSITY'S MUSEUMS AND LIBRARIES IN FURTHERANCE OF THE UNIVERSITY'S EDUCATIONAL MISSION. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE ESTABLISHED FOR A MULTITUDE OF PURPOSES TO BENEFIT THE UNIVERSITY OF FLORIDA. THE REASONS INCLUDE, BUT ARE NOT LIMITED TO, PROFESSORSHIPS, SCHOLARSHIPS, RESEARCH, FACILITIES AND GENERAL COLLEGE SUPPORT. PART V, ENDOWMENT FUNDS, SUPPLEMENTAL INFORMATION: ENDOWMENT NET ASSETS AND ACTIVITY FOR UNIVERSITY OF FLORIDA RELATED ENTITIES ARE NOT INCLUDED IN THE SCHEDULE ON PART V SINCE THE ACTIVITY OF THE RELATED ENTITIES IS ELIMINATED AND THE NET ASSETS ARE RECORDED AS A HELD ON BEHALF LIABILITY. THE ENDOWMENT NET ASSETS INCLUDING THOSE ENTITIES AT JUNE 30, 2019 IS AS FOLLOWS: ENDOWMENT NET ASSETS $1,817,826,793 HELD ON BEHALF OF UNIVERSITY OF FLORIDA RELATED ENTITIES 7,422,739 TOTAL UNIVERSITY ENDOWMENT $1,825,249,532 THE ENDOWMENT NET ASSETS INCLUDING THOSE ENTITIES AT JUNE 30, 2018 IS AS FOLLOWS: ENDOWMENT NET ASSETS $1,727,399,751 HELD ON BEHALF OF UNIVERSITY OF FLORIDA RELATED ENTITIES 7,261,362 TOTAL UNIVERSITY ENDOWMENT $1,734,661,113 |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE IRC AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. THE FOUNDATION'S PRIMARY SOURCE OF UNRELATED BUSINESS INCOME IS FROM CERTAIN INVESTMENTS IN PRIVATE EQUITY PARTNERSHIPS. FOR THE FISCAL YEAR ENDED JUNE 30, 2019, THE FOUNDATION HAD A NET INCOME TAX REFUND OF $3,528, WHICH IS INCLUDED AS AN ADJUSTMENT TO INVESTMENT RETURN IN THE ACCOMPANYING STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET POSITION. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN VARIOUS STATE AND LOCAL JURISDICTIONS. TAX PERIODS OPEN TO EXAMINATION BY MAJOR TAXING JURISDICTIONS TO WHICH THE FOUNDATION IS SUBJECT INCLUDE FISCAL YEARS ENDED JUNE 30, 2016 THROUGH JUNE 30, 2019. THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH U.S. GAAP FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UF ALUMNI ASSOCIATION ACTIVITY REPORTED ON SEPARATE RETURN 2,205,527. RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE ON PART VIII 229,764. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,495,468. RECLASSIFICATION OF EXPENSE ACCOUNTS ON FINANCIAL STATEMENTS 904,871. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UF ALUMNI ASSOCIATION ACTIVITY REPORTED ON SEPARATE RETURN 3,952,536. RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE ON PART VIII 229,764. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TRANSFERS TO THE UF ALUMNI ASSOCIATION NOT SHOWN FOR BOOK PURPOSES 1,747,009. |
| PART XI, LINE 2B - DONATED SERVICES AND USE OF FACILITIES | IN-KIND OCCUPANCY RENT 1,431,505 FUNDRAISERS' SALARIES AND EXPENSES PAID BY THE UNIVERSITY OF FLORIDA 13,095,764 TOTAL TO SCHEDULE D, PART XI, LINE 2B 14,527,269 |
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 |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALOCODY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD NORTH ROAD SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE PROGRAM | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $991,901 | GrossReceiptsAmt |
| Retained By Contractor | $803,476 | RetainedByContractorAmt |
| Net To Organization | $188,425 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $991,901 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $803,476 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $188,425 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | 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 | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | 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 | CT | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF FLORIDA | ||||||||||
| PO BOX 113203 | GAINESVILLE | FL | 32611 | 596002052 | $6,691,235 | SCHOLARSHIPS | ||||
| UNIVERSITY OF FLORIDA | ||||||||||
| PO BOX 113203 | GAINESVILLE | FL | 32611 | 596002052 | UNIVERSITY PROGRAMS OTHER THAN SCHOLARSHIPS | $3,569,716 | APPRAISAL, FMV | NON-CASH DONATIONS OF TANGIBLE PROPERTY | ||
| UNIVERSITY OF FLORIDA | ||||||||||
| PO BOX 113203 | GAINESVILLE | FL | 32611 | 596002052 | $114,013,112 | UNIVERSITY PROGRAMS OTHER THAN SCHOLARSHIPS | ||||
| UF ALUMNI ASSOCIATION | ||||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | 592911059 | $1,747,009 | UNIVERSITY PROGRAMS OTHER THAN SCHOLARSHIPS | 501(C)(3) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. TRANSFERS SCHOLARSHIP MONIES TO THE UNIVERSITY OF FLORIDA FINANCIAL AID OFFICE. MONITORING OF THESE FUNDS IS DONE BY THE UNIVERSITY'S FINANCIAL AID OFFICE. THE UNIVERSITY OF FLORIDA ALUMNI ASSOCIATION (UFAA) OPERATES AS A UNIT WITHIN THE UNIVERSITY OF FLORIDA FOUNDATION, INC. THEREFORE, ALL CASH DISBURSEMENTS FOR THE UFAA ARE SUBJECT TO THE SAME CONTROLS AS THE UNIVERSITY OF FLORIDA FOUNDATION, INC. THE UNIVERSITY OF FLORIDA FOUNDATION, INC. TRANSFERS BOTH CASH AND NON-CASH CONTRIBUTIONS TO SUPPORT THE UNIVERSITY OF FLORIDA, AN AFFILIATED ENTITY. ALL CONTRIBUTIONS RECEIVED ARE SUBJECT TO THE POLICIES AND PROCEDURES OF THE UNIVERSITY OF FLORIDA FOUNDATION, INC. AND ARE DEEMED ADEQUATE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| W KENT FUCHS | ||||||||||||||
| DIRECTOR | $0 | $893,802 | $0 | $35,963 | $0 | $219,976 | $0 | $233,437 | $0 | $19,337 | $0 | $1,402,515 | $0 | $0 |
| JOE GLOVER | ||||||||||||||
| DIRECTOR | $0 | $454,631 | $0 | $27,531 | $0 | $109,000 | $0 | $34,938 | $0 | $10,302 | $0 | $636,402 | $0 | $0 |
| DIANE MCFARLIN | ||||||||||||||
| DIRECTOR | $0 | $279,631 | $0 | $11,274 | $0 | $0 | $0 | $23,441 | $0 | $8,588 | $0 | $322,934 | $0 | $0 |
| MIKE V MCKEE | ||||||||||||||
| DIRECTOR | $0 | $318,480 | $0 | $12,944 | $0 | $11,480 | $0 | $75,741 | $0 | $21,460 | $0 | $440,105 | $0 | $0 |
| DOUG SOLTIS | ||||||||||||||
| DIRECTOR | $0 | $215,838 | $0 | $7,549 | $0 | $0 | $0 | $18,553 | $0 | $10,616 | $0 | $252,556 | $0 | $0 |
| THOMAS J MITCHELL | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $545,995 | $0 | $22,712 | $0 | $213,351 | $0 | $24,255 | $0 | $22,947 | $0 | $829,260 | $0 | $0 | $0 |
| DAVID M CHRISTIE | ||||||||||||||
| TREASURER | $199,479 | $0 | $8,317 | $0 | $1,593 | $0 | $17,478 | $0 | $20,014 | $0 | $246,881 | $0 | $0 | $0 |
| KAREN RICE | ||||||||||||||
| ASSOCIATE VP | $223,635 | $0 | $9,454 | $0 | $9,311 | $0 | $18,568 | $0 | $20,638 | $0 | $281,606 | $0 | $0 | $0 |
| SUSAN GOFFMAN | ||||||||||||||
| SECRETARY | $187,287 | $0 | $7,609 | $0 | $0 | $0 | $16,014 | $0 | $43 | $0 | $210,953 | $0 | $0 | $0 |
| JOSEPH A MANDERNACH | ||||||||||||||
| ASSOCIATE VP | $256,713 | $0 | $10,050 | $0 | $1,925 | $0 | $20,855 | $0 | $255 | $0 | $289,798 | $0 | $0 | $0 |
| RISE WILSON | ||||||||||||||
| ASSOCIATE VP | $216,643 | $0 | $0 | $0 | $0 | $0 | $18,759 | $0 | $18,208 | $0 | $253,610 | $0 | $0 | $0 |
| MARIA MARTIN | ||||||||||||||
| ASSISTANT VP | $196,343 | $0 | $8,057 | $0 | $11,544 | $0 | $17,269 | $0 | $20,763 | $0 | $253,976 | $0 | $0 | $0 |
| PAUL CASPERSEN | ||||||||||||||
| ASSISTANT VP | $195,693 | $0 | $8,261 | $0 | $11,583 | $0 | $17,159 | $0 | $20,052 | $0 | $252,748 | $0 | $0 | $0 |
| MARGARET HENDRYX | ||||||||||||||
| ASSISTANT VP | $184,448 | $0 | $5,640 | $0 | $1,440 | $0 | $15,267 | $0 | $19,481 | $0 | $226,276 | $0 | $0 | $0 |
| JON CANNON | ||||||||||||||
| EXECUTIVE DIRECTOR | $181,980 | $0 | $7,518 | $0 | $0 | $0 | $15,990 | $0 | $21,729 | $0 | $227,217 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PRIVATE AIRCRAFT ARE USED, AS APPROPRIATE, WHEN UNIVERSITY OF FLORIDA FOUNDATION (UFF) LEADERSHIP NEED TO MAKE A BUSINESS TRIP WHEN THE TIMING OR LOCATION NECESSITATES THE USE OF SUCH PLANES. TRAVEL IS PROVIDED, ON FUNDRAISING TRIPS, FOR COMPANIONS OF UFF LEADERSHIP WHEN A BONA FIDE BUSINESS PURPOSE EXISTS. THESE BENEFITS ARE NOT TAXABLE INCOME TO THE RECIPIENTS ON SCHEDULE J, PART II. |
| PART I, LINE 3 | THE UNIVERSITY OF FLORIDA, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION FOR THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: * INDEPENDENT COMPENSATION CONSULTANT * WRITTEN EMPLOYMENT CONTRACT * COMPENSATION SURVEY OR STUDY |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 45 | ContributionCnt |
| Noncash Contributions Rpt F990 | $255,312 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $82,367 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 137 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,869,744 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,662,592 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $886,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $443,499 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Scientific Specimens ScientificSpecimensGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 53 | ContributionCnt |
| Noncash Contributions Rpt F990 | $603,893 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT AND SUPPLIES | 305 | $4,170,705 | FAIR MARKET VALUE |
| Yes (X) | AUCTION ITEMS | 161 | $22,990 | FAIR MARKET VALUE |
| Yes (X) | LIVESTOCK | 15 | $3,177 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 28 | 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, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF UNIQUE CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | THE FOUNDATION USES AUCTION HOUSES AND THIRD-PARTY BROKERS TO SELL DONATED PROPERTY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE EXECUTIVE BOARD IS COMPOSED OF ELECTED DIRECTORS AND EX-OFFICIO OFFICERS. CANDIDATES FOR ELECTED DIRECTORS WILL BE REVIEWED BY THE BOARD NOMINATING ADVISORY COMMITTEE AND EACH CANDIDATE WILL BE SUBJECT TO CONFIRMATION BY THE UNIVERSITY PRESIDENT PRIOR TO STANDING FOR ELECTION. THE EXECUTIVE BOARD WILL ELECT THE DIRECTORS FROM THE CONFIRMED BOARD NOMINATING ADVISORY COMMITTEE SLATE, SUBJECT TO CONFIRMATION BY THE BOARD OF TRUSTEES BEFORE THEIR TERM COMMENCES. THE EX-OFFICIO DIRECTORS ARE FULL VOTING MEMBERS OF THE EXECUTIVE BOARD AND ARE: ONE APPOINTEE OF THE CHAIR OF THE BOARD OF TRUSTEES OR OF HIS OR HER DESIGNEE, THE UNIVERSITY PRESIDENT OR HIS OR HER DESIGNEE, TWO MEMBERS APPOINTED BY THE UNIVERSITY PRESIDENT, THE CHAIR OF THE DEANS/DIRECTORS DEVELOPMENT COUNCIL, A FACULTY REPRESENTATIVE CHOSEN BY THE EXECTUIVE VICE PRESIDENT IN CONSULTAION WITH UNIVERSITY AND FACULTY SENATE LEADERSHIP TO SERVE A TWO-YEAR TERM, THE IMMEDIATE PAST CHAIR OF THE FOUNDATION, AND THE CHAIRS OF THE FOLLOWING DESIGNATED COMMITTEES: BOARD NOMINATING, AUDIT, FINANCE, GOVERNANCE, PHILANTHROPY AND DONOR RELATIONS, AND TALENT MANAGEMENT. THE CHAIRS AND VICE CHAIRS OF EACH OF THE DESIGNATED COMMITTEES WILL BE REVIEWED BY THE BOARD NOMINATING ADVISORY COMMITTEE, AND ELECTED BY THE EXECUTIVE BOARD FOR 2 YEAR TERMS FROM THE BOARD NOMINATING ADVISORY COMMITTEE SLATE |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL AMENDMENTS TO THE BYLAWS AND ARTICLES ARE SUBJECT TO APPROVAL BY THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES AND THE PRESIDENT. ALL AMENDMENTS TO THE BYLAWS ARE SUBJECT TO APPROVAL BY THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEE CHAIR, WITH NOTICE TO THE VICE CHAIR, AND THE PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 11B | AS BEST PRACTICES DICTATES, THE IRS FORM 990 WAS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE PRIOR TO ITS FILING. THE BOARD OF DIRECTORS OFFICIALLY DELEGATED THE RESPONSIBILITY FOR REVIEWING THE FORM 990 TO THE AUDIT COMMITTEE BY MOTION ADOPTED BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST PROVISION OF THE FOUNDATION'S BYLAWS REQUIRES DISCLOSURE OF CONFLICTS. AT THE BEGINNING OF EACH FISCAL YEAR, DISCLOSURE FORMS ARE SENT TO EACH DIRECTOR AND OFFICER. ANY RESPONSES INDICATING A POSSIBLE CONFLICT ARE REVIEWED BY LEGAL COUNSEL AND THE ASSOCIATE VICE PRESIDENT TO DETERMINE WHETHER FURTHER ACTION IS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR MANAGEMENT IS REVIEWED AND SET BY THE PRESIDENT OF THE UNIVERSITY OF FLORIDA, OR HIS DESIGNEE, IN ACCORDANCE WITH THE UNIVERSITY'S POLICIES. THESE POLICIES REQUIRE THAT COMPARABLE DATA BE USED TO DETERMINE THAT MANAGEMENT IS COMPENSATED FAIRLY AND COMPETITIVELY WHEN COMPARED TO SIMILAR ROLES IN OTHER UNIVERSITY FOUNDATIONS NATIONALLY. DISCUSSIONS AND DECISIONS PERTAINING TO MATTERS OF COMPENSATION ARE DOCUMENTED IN ACCORDANCE WITH UNIVERSITY, FOUNDATION, AND INDUSTRY GUIDELINES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL ARE AVAILABLE ON THE UNIVERSITY OF FLORIDA FOUNDATION'S WEBSITE AND UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). |
| FORM 990, PART VII, SECTION A, COLUMN E | BOARD MEMBER W. KENT FUCHS IS AN EMPLOYEE OF THE UNIVERSITY OF FLORIDA, A RELATED ORGANIZATION. HE IS NOT COMPENSATED BY THE UNIVERSITY OF FLORIDA FOUNDATION NOR DOES HE PERFORM SERVICES FOR THE FOUNDATION AS A UNIVERSITY EMPLOYEE. CERTAIN GOVERNMENTAL ENTITIES INCLUDING STATE COLLEGES AND UNIVERSITIES THAT ARE NOT RECOGNIZED UNDER 501(C) ARE NOT SUBJECT TO SECTION 4960 EXCISE TAX ON EXECUTIVE COMPENSATION. THE UNIVERSITY OF FLORIDA IS A STATE UNIVERSITY, AND IS NOT CONSIDERED TO BE AN APPLICABLE TAX-EXEMPT ORGANIZATION UNDER SECTION 4960. |
| FORM 990, PART XI, LINE 9: | RECLASSIFICATION OF EXPENSE ACCOUNTS ON CONSOLIDATED FINANCIAL STATEMENTS 904,871. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 2,495,468. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR SELECTING THE INDEPENDENT AUDITOR HAS REMAINED THE SAME. THE REQUEST FOR PROPOSAL (RFP) PROCESS WAS EXTENDED TO EVERY TEN YEARS TO ALIGN WITH THE FIVE YEAR PARTNER ROTATION. |
| FORM 990, PART XI, LINE 8: | PRIOR TO JULY 1, 2018, THE FOUNDATION PRESENTED ITS FINANCIAL STATEMENTS UNDER THE ACCOUNTING AND FINANCIAL REPORTING STANDARDS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB). ON MARCH 11, 2018, THE FLORIDA LEGISLATURE PASSED AND THE GOVERNOR SIGNED INTO LAW CHAPTER 2018-004, LAWS OF FLORIDA, A PROVISION THAT CHANGED SECTION 1004.28, FLORIDA STATUTES, WHICH ADDRESSES UNIVERSITY DIRECT SUPPORT ORGANIZATIONS. WITH THIS CHANGE, THE UNIVERSITY BOARD OF TRUSTEES MUST APPROVE ALL DIRECT SUPPORT ORGANIZATION BOARD MEMBERS. A KEY FACTOR IN DETERMINING WHETHER A DIRECT SUPPORT ORGANIZATION SHOULD REPORT UNDER THE ACCOUNTING STANDARDS OF FASB VERSUS THE GOVERNMENTAL ACCOUNTING STANDARDS BOARD (GASB), IS BOARD CONTROL. WITH THE CHANGE IN THE FLORIDA STATUTE, THE UNIVERSITY HAS CONTROL OF THE FOUNDATION, A DIRECT SUPPORT ORGANIZATION, AND THE FASB REPORTING MODEL IS NO LONGER APPROPRIATE. NET ASSETS FOR FISCAL YEAR ENDING JUNE 30, 2018 ARE PRESENTED ON 990 PT. X LINES 30-32 TO COMPLY WITH GASB ACCOUNTING AND FINANCIAL REPORTING STANDARDS. TOTAL NET ASSETS UNDER FASB AT JUNE 30, 2018 WERE $1,965,510,392. THE CONVERSION TO GASB REDUCED NET POSITION AT JUNE 30, 2018 BY $82,776,224 TO $1,882,734,168. THE REDUCTION IN NET POSITION WAS DUE TO THE ELIMINATION OF $78,818,622 OF ENDOWMENT PLEDGES RECEIVABLE, A DECREASE OF $14,927,864 DUE TO THE RESTATEMENT OF SPLIT-INTEREST AGREEMENTS AND EXTERNAL TRUSTS TO DEFERRED INFLOWS OF RESOURCES UNDER GASB 81 IRREVOCABLE SPLIT-INTEREST AGREEMENTS AND AN INCREASE OF $10,970,262 DUE TO THE RESTATEMENT OF THE FASB PENSION LIABILITY TO A NET PENSION ASSET UNDER GASB 68 ACCOUNTING AND FINANCIAL REPORTING FOR PENSIONS. THE REDUCTION IN NET ASSETS DUE TO THE CONVERSION FROM FASB TO GASB IS REPORTED ON 990 PT. XI, LINE 8 FOR -$82,776,224. |
| FORM 990, PART V, LINE 2A | THE 335 EMPLOYEES REPORTED ON FORM 990 PART V, LINE 2A, ARE LEGALLY UNIVERSITY OF FLORIDA EMPLOYEES, BUT 100% OF THEIR TIME IS DEDICATED TO THE UNIVERSITY OF FLORIDA FOUNDATION. THE UNIVERSITY OF FLORIDA ACTS AS AN AGENT FOR PAYROLL SERVICES FOR THE FOUNDATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF FLORIDA | ||||||||||
| PO BOX 113203 | GAINESVILLE | FL | 32611 | 596002052 | UNIVERSITY | FL | 0 | |||
| UNIVERSITY OF FLORIDA ALUMNI ASSOCIATION | ||||||||||
| 2012 W UNIVERSITY AVE | GAINESVILLE | FL | 32603 | 592911059 | DIRECT SUPPORT ORGANIZATION | FL | 0 | 501(C)(3) | LINE 7 | UNIVERSITY OF FLORIDA |
| UNIVERSITY ATHLETIC ASSOCIATION INC | ||||||||||
| PO BOX 14485 | GAINESVILLE | FL | 32604 | 596002050 | ATHLETIC PROGRAMS | FL | 0 | 501(C)(3) | LINE 5 | UNIVERSITY OF FLORIDA |
| UNIVERSITY OF FLORIDA RESEARCH FOUNDATION INC | ||||||||||
| PO BOX 115500 | GAINESVILLE | FL | 32611 | 592729133 | PROMOTE RESEARCH ACTIVITIES | FL | 0 | 501(C)(3) | LINE 12A, I | UNIVERSITY OF FLORIDA |
| GATORCARE HEALTH MANAGEMENT CORPORATION | ||||||||||
| 1329 SW 16TH STREET NO 2204 | GAINESVILLE | FL | 32610 | 461185106 | HEALTH INSURANCE MANAGEMENT | FL | 0 | 501(C)(3) | LINE 12A, I | UNIVERSITY OF FLORIDA |
| FLORIDA FOUNDATION SEED PRODUCERS INC | ||||||||||
| PO BOX 309 | GREENWOOD | FL | 32443 | 590931036 | AGRICULTURE | FL | 0 | 501(C)(3) | LINE 5 | UNIVERSITY OF FLORIDA |
| UNIVERSITY OF FLORIDA DEVELOPMENT CORPORATION | ||||||||||
| PO BOX 113135 | GAINESVILLE | FL | 32611 | 352427022 | INNOVATION | FL | 0 | 501(C)(3) | LINE 12A, I | UNIVERSITY OF FLORIDA |
| GATOR BOOSTERS INC | ||||||||||
| PO BOX 13796 | GAINESVILLE | FL | 32604 | 590737883 | ATHLETICS SUPPORT | FL | 0 | 501(C)(3) | LINE 5 | UNIVERSITY OF FLORIDA |
| CITRUS RESEARCH AND DEVELOPMENT FOUNDATION INC | ||||||||||
| 700 EXPERIMENT STATION ROAD | LAKE ALFRED | FL | 33850 | 264825142 | AGRICULTURAL RESEARCH | FL | 0 | 501(C)(3) | LINE 12A, I | UNIVERSITY OF FLORIDA |
| FLORIDA 4-H CLUB FOUNDATION INC | ||||||||||
| 1604 MCCARTY DRIVE NO 1040 | GAINESVILLE | FL | 32611 | 591000186 | YOUTH PROGRAMS | FL | 0 | 501(C)(3) | LINE 7 | UNIVERSITY OF FLORIDA |
| UNIVERSITY OF FLORIDA LEADERSHIP AND EDUCATION FOUNDATION INC | ||||||||||
| PO BOX 110750 | GAINESVILLE | FL | 32611 | 593104978 | AGRICULTURE EDUCATION | FL | 0 | 501(C)(3) | LINE 10 | UNIVERSITY OF FLORIDA |
| UNIVERSITY OF FLORIDA INVESTMENT CORPORATION | ||||||||||
| 800 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 201226494 | INVESTMENT MANAGEMENT | FL | 0 | 501(C)(3) | LINE 12A, I | UNIVERSITY OF FLORIDA |
| UF HISTORIC ST AUGUSTINE INC | ||||||||||
| PO BOX 115350 | GAINESVILLE | FL | 32611 | 274751236 | PROPERTY PRESERVATION | FL | 0 | 501(C)(3) | LINE 7 | UNIVERSITY OF FLORIDA |
| SOUTHWEST FLORIDA RESEARCH AND EDUCATION FOUNDATION INC | ||||||||||
| 2686 STATE ROAD 29 NORTH | IMMOKALEE | FL | 34142 | 650325899 | RESEARCH SUPPORT | FL | 0 | 501(C)(3) | LINE 10 | UNIVERSITY OF FLORIDA |
| CATTLE ENHANCEMENT BOARD INC | ||||||||||
| 800 SHAKERAG ROAD | KISSIMMEE | FL | 34744 | 812582655 | CATTLE RESEARCH | FL | 0 | 501(C)(3) | LINE 12A, I | UNIVERSITY OF FLORIDA |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FLORIDA PRIVATE INVESTMENTS FUND LP | ||||||||||
| 800 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 270277240 | INVESTMENT IN OTHER ENTITIES | DE | UNIVERSITY OF FLORIDA INVESTMENT CORPORATION | EXCLUDED FROM TAX | 0 | 0 |
| FLORIDA LONG TERM POOL FUND LP | ||||||||||
| 800 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 270277090 | INVESTMENT IN OTHER ENTITIES | DE | UNIVERSITY OF FLORIDA INVESTMENT CORPORATION | EXCLUDED FROM TAX | 0 | 0 |
| FLORIDA SHORT-TERM POOL FUND LP | ||||||||||
| 800 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 270276790 | INVESTMENT IN OTHER ENTITIES | DE | UNIVERSITY OF FLORIDA INVESTMENT CORPORATION | EXCLUDED FROM TAX | 0 | 0 |
| FLORIDA GLOBAL EQUITY FUND LLC | ||||||||||
| 800 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 270276884 | INVESTMENT IN OTHER ENTITIES | DE | UNIVERSITY OF FLORIDA INVESTMENT CORPORATION | EXCLUDED FROM TAX | 0 | 0 |
| FLORIDA GLOBAL FIXED INCOME FUND LLC | ||||||||||
| 800 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 270277004 | INVESTMENT IN OTHER ENTITIES | DE | UNIVERSITY OF FLORIDA INVESTMENT CORPORATION | EXCLUDED FROM TAX | 0 | 0 |
| FLORIDA HEDGED STRATEGIES FUND LLC | ||||||||||
| 800 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 270277727 | INVESTMENT IN OTHER ENTITIES | DE | UNIVERSITY OF FLORIDA INVESTMENT CORPORATION | EXCLUDED FROM TAX | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (92) | |||
| SUPPORT | FL | T | 0 |
| POOLED INCOME FUND (2) | |||
| SUPPORT | FL | T | 0 |
| CHARITABLE LEAD TRUST (1) | |||
| SUPPORT | FL | T | 0 |
| CHARITABLE REMAINDER TRUST (1) | |||
| SUPPORT | TX | T | 0 |
| CHARITABLE REMAINDER TRUSTS (2) | |||
| SUPPORT | NY | T | 0 |
| CHARITABLE REMAINDER TRUST (1) | |||
| SUPPORT | NV | T | 0 |
| CHARITABLE REMAINDER TRUSTS (6) | |||
| SUPPORT | OH | T | 0 |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF FLORIDA | ||
| B | $124,274,063 | FMV |
| UNIVERSITY OF FLORIDA | ||
| C | $4,938,642 | FMV |
| UNIVERSITY OF FLORIDA | ||
| E | -$16,493 | FMV |
| UNIVERSITY OF FLORIDA | ||
| E | $30,732,137 | FMV |
| UNIVERSITY OF FLORIDA | ||
| J | $212,542 | FMV |
| UNIVERSITY OF FLORIDA | ||
| K | $1,431,505 | FMV |
| UNIVERSITY OF FLORIDA | ||
| O | $13,095,764 | FMV |
| UNIVERSITY OF FLORIDA | ||
| Q | -$238,642 | FMV |