2017-04-18T00:00:00-05:00 2016-06-30 420714325 RSM US LLP 7351 OFFICE PARK PL MELBOURNE FL 32940 990 2015-07-01 590974739 THE UNIVERSITY OF FLORIDA FOUNDATION INC UNIV 3523925475 PO BOX 14425 GAINESVILLE FL 32604 DAVID CHRISTIE CFO 3523925475 2017-03-20 1 THERESA A BURDINE CPA P00362629 3217516200 2015 2021-01-29 14:40:06Z TOM MITCHELL PO BOX 14425 GAINESVILLE FL 32604 219112134 0 X WWW.UFF.UFL.EDU X 1964 FL THE MISSION OF THE UNIVERSITY OF FLORIDA FOUNDATION, INC. IS TO EXCLUSIVELY SUPPORT AND ENHANCE THE UNIVERSITY OF FLORIDA'S 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. 25 22 57 500 -6500489 -6500489 94670312 157419053 0 0 96716266 18038110 7964781 9796569 199351359 185253732 279460832 138647140 0 0 16236512 19430857 823540 967621 12058867 16906744 17523274 313427628 176568892 -114076269 8684840 1860569309 1799366703 96964697 99206007 1763604612 1700160696 X THE MISSION OF THE UNIVERSITY OF FLORIDA FOUNDATION, INC. IS TO EXCLUSIVELY SUPPORT AND ENHANCE THE UNIVERSITY OF FLORIDA'S 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. 0 0 44858255 44934563 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. 26228415 19967135 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. 20949304 20949304 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. 54490426 52796138 THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR THE UNIVERSITY OF FLORIDA IN OTHER WAYS, INCLUDING, BUT NOT LIMITED TO RESEARCH FUNDING AND DONOR PROVIDED FINANCIAL AID TO QUALIFIED STUDENTS. 54490426 52796138 146526400 1 1 0 1 0 1 1 1 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 120 0 1 57 1 0 0 0 0 1 1 1 1 1 7 0 0 0 0 0 0 X 25 22 1 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 AK CA KY MD MI MN NH NJ NY OH OR SC UT WA WI CO DC NV ME LA MA X X DAVID CHRISTIE 3523925475 1938 W UNIVERSITY AVENUE GAINSVILLE FL 32603 S ANDREW BANKS DIRECTOR 1.00 X 0 0 0 SUSAN M CAMERON DIRECTOR 1.00 X 0 0 0 WILLIAM P CIRIOLI DIRECTOR 1.00 X 0 0 0 J REX FARRIOR III DIRECTOR 1.00 X 0 0 0 G THOMAS FRANKLAND DIRECTOR 1.00 X 0 0 0 ELIZABETH D GADSBY DIRECTOR 1.00 X 0 0 0 RHONDA D HOLT DIRECTOR 1.00 X 0 0 0 LINDA P HUDSON DIRECTOR 1.00 X 0 0 0 GALE V KING DIRECTOR 1.00 X 0 0 0 MARY F LANE DIRECTOR 1.00 X 0 0 0 JOELEN K MERKEL DIRECTOR 1.00 X 0 0 0 M ANN O'BRIEN DIRECTOR 1.00 X 0 0 0 LOUIS H OBERNDORF DIRECTOR 1.00 X 0 0 0 RAHUL PATEL DIRECTOR 1.00 X 0 0 0 JON W PRITCHETT DIRECTOR 1.00 X 0 0 0 JAMES H PUGH JR DIRECTOR 1.00 X 0 0 0 JOHN K VREELAND DIRECTOR 1.00 X 0 0 0 ANITA ZUCKER DIRECTOR 1.00 X 0 0 0 DIANE MCFARLIN DIRECTOR 1.00 40.00 X 0 260334 28960 KELLEY A BERGSTROM DIRECTOR 1.00 X 0 0 0 W KENT FUCHS DIRECTOR 1.00 40.00 X 0 971856 75900 LINDA C MCGURN DIRECTOR 1.00 X 0 0 0 MIKE V MCKEE DIRECTOR 1.00 40.00 X 0 298213 58454 SCOTT G HAWKINS CHAIR 1.00 X 0 0 0 BETH MCCAGUE VICE CHAIR 1.00 X 0 0 0 THOMAS J MITCHELL EXECUTIVE VICE PRESIDENT 40.00 1.00 X 640977 0 44487 DAVID CHRISTIE TREASURER 40.00 X 142764 0 29104 SUSAN G GOFFMAN SECRETARY 40.00 X 117033 0 23769 L CARTER BOYDSTUN SENIOR ASSOCIATE VP 40.00 X 223402 0 46112 KAREN RICE ASSOCIATE VP 40.00 X 187403 0 24359 JOSEPH MANDERNACH SENIOR ASSOCIATE VP 40.00 X 198907 0 16595 GILBERT S THOMPSON ASSOCIATE VP 40.00 X 215089 0 41630 THOMAS EVELYN ASSOCIATE VP 40.00 X 177618 0 32288 MATT HODGE SENIOR ASSISTANT VP 40.00 X 187853 0 22722 MICHAEL R MORSE ASSISTANT VP 40.00 X 166474 0 29656 CHRIS NEEDLES SENIOR ASSISTANT VP 40.00 X 164487 0 32308 2422007 1530403 506344 46 0 1 0 UNIVERSITY OF FLORIDA INVESTMENT CORP 4510 NW 6TH PLACE 2ND FLOOR GAINESVILLE FL 32607 INVESTMENT MANAGEMENT 2441576 RUFFALOCODY PO BOX 3018 CEDAR RAPIDS IA 52406 PROFESSIONAL FUNDRAISERS 915134 ONE SIXTY OVER NINETY FL LLC ONE SOUTH BROAD ST PHILADELPHIA PA 19107 MARKETING SERVICES 498356 MARKETING COMMUNICATION RESOURCE INC 4800 E 345TH ST WILLOUGHBY OH 44094 PRINTING AND PUBLICATIONS 452702 KEITH WATSON PRODUCTIONS INC 140 SW 128TH ST STE F NEWBERRY FL 32669 PRODUCTION SERVICES 257903 13 278676 2500000 154640377 29864763 157419053 6369243 -6500489 12869732 2734332 2734332 421470 295486 125984 125984 125984 41706712 3525071 29784145 3778771 11922567 -253700 11668867 11668867 MISCELLANEOUS 900099 3893936 3893936 TRANSFERS FROM COMPONE 900099 2540587 2540587 REUNIONS AND OTHER EVE 900099 501730 501730 6936253 185253732 9670585 -6500489 24664583 138647140 138647140 1018252 333628 684624 9011677 5702153 3309524 5172310 3894675 1277635 3973346 1949808 2023538 255272 196868 58404 37236 15075 22161 204914 204914 967621 967621 2723678 2723678 1892128 372288 982052 537788 14011 240 12880 891 1907080 689097 277816 940167 497492 12038 404131 81323 105366 4418 66112 34836 1127238 54444 57898 1014896 1333212 392125 66958 874129 567321 567321 686505 219572 462389 4544 247432 -1689 249121 BAD DEBT EXPENSE 6773358 6773288 70 ENTERTAINMENT 513767 26228 5732 481807 REPAIRS & MAINTENANCE 370198 0 368313 1885 DUES & SUBSCRIPTIONS 191485 420668 24830 -254013 -1669147 -1665853 -22562 19268 176568892 146526400 17983625 12058867 5121455 7697414 12076837 11676840 86880241 121027300 3354412 2388829 180361 150150 31987 1100 65846463 6426060 56185172 59420403 1521026 1062548 1601578993 1506407825 93638825 89534294 1860569309 1799366703 13625945 19003172 821000 418140 14021581 13704768 6471677 5362760 62024494 60717167 96964697 99206007 X 8266506 -8215114 527164711 434989258 1228173395 1273386552 1763604612 1700160696 1860569309 1799366703 X 8684840 -71295625 -833131 X X 0 1 X 1 0 X 112642549 109923483 112526206 94670312 157419054 587181604 1343369 1256705 1256706 1388353 1431505 6676638 113985918 111180188 113782912 96058665 158850559 593858242 55219 593803023 -187330 1621736 2777991 10942428 9525045 24679870 5993785 6172708 4502230 5095969 6936253 28700945 647239057 0.91740 0.92640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 1 0 0 0 0 0 PART II-B, LINE 1: ALL LOBBYING ACTIVITIES AND EXPENDITURES ARE INCURRED IN SUPPORT OF THE UNIVERSITY OF FLORIDA. LOBBYING EXPENDITURES INCLUDE PAYMENTS TO LOBBYISTS AND LOBBYING ORGANIZATIONS. THESE PAYMENTS CONSIST OF CONSULTING, TRAVEL, REIMBURSEMENT, DUES, AND OTHER COSTS, AS APPROVED BY THE UNIVERSITY OF FLORIDA. 3 0 19025 16864 1 1 X X 1 0.25 0 0 1 1 4.00 375 369485 40009071 X X X X 1 1555703098 33209849 -53255974 14722955 40710952 18875687 1461347379 1519522419 32960718 70271543 13644827 37841226 15565529 1555709098 1359642610 36853138 185443842 12549814 35438039 14429318 1519522419 1263277378 41170114 113672364 11520485 33433560 13523201 1359642610 1295313181 25532457 500314 11249015 32545590 14273969 1263277378 0.00000 1.00000 0.00000 0 0 49170811 49170811 7280469 4667437 2613032 2749609 1758623 990986 6645574 6645574 59420403 COMMINGLED FUNDS 31671572 F PRIVATE EQUITY 1474736253 F 1506407825 TRUST LIABILITY 12365565 AMOUNTS INVESTED ON BEHALF OF UF EN 39590740 PRESENT VALUE OF FUTURE ANNUITY 6948696 DEFERRED MANAGEMENT FEES 612166 CONSTRUCTION COMMITMENT 1000000 PROJECT COMMITMENT 200000 60717167 X 130168794 -71295625 13197489 2717712 -55380424 185549218 -295486 -295486 185253732 181769765 13197489 4989530 18187019 163582746 12986146 12986146 176568892 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 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 PURPOSESS INCLUDE, BUT ARE NOT LIMITED TO, PROFESSORSHIPS, SCHOLARSHIPS, RESEARCH, FACILITIES AND GENERAL COLLEGE SUPPORT. PART X, LINE 2: ASC 740 STATEMENT: THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: UF ALUMNI ASSOCIATION ACTIVITY REPORTED ON SEPARATE RETURN 2,717,712. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE ON PART VIII -295,486. PART XII, LINE 2D - OTHER ADJUSTMENTS: UF ALUMNI ASSOCIATION ACTIVITY REPORTED ON SEPARATE RETURN 4,694,044. RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE ON PART VIII 295,486. PART XII, LINE 4B - OTHER ADJUSTMENTS: PENSION CHANGES SHOWN AS "OTHER" ON THE FINANCIAL STATEMENTS 4,201,456. PROVISION FOR DOUBTFUL PLEDGES SHOWN AS "OTHER" ON FINANCIAL STATEMENTS 6,773,358. TRANSFERS TO THE UF ALUMNI ASSOCIATION NOT SHOWN FOR BOOK PURPOSES 2,011,332. PART XI, LINE 2B - DONATED SERVICES AND USE OF FACILITIES IN-KIND OCCUPANCY RENT 1,431,505. CONTRACTURAL SERVICES - GENERAL 3,883. ADVERTISING / MARKETING -9,260. REUNIONS & EVENTS 472. FUNDRAISERS' SALARIES AND EXPENSES PAID BY VARIOUS COLLEGES AND UNIVERSITIES 11,752,369. TOTAL TO SCHEDULE D, PART XI, LINE 2B 13,197,489. X X X X X X 1 RUFFALOCODY 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 PHONE PROGRAM 0 1030958 961365 69593 SCOTT I PEEK 2629 SILVERMOSS DRIVE WESLEY CHAPEL FL 33544 FUNDRAISING 0 2000 6255 -4255 1032958 967620 65338 AK AZ AL AR CA CO FL GA HI IL KS KY MD MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI CT MA DC LA ME NV 1 UNIVERSITY OF FLORIDA PO BOX 113203 GAINESVILLE FL 32611 596002052 17710393 APPRAISAL, FMV NON-CASH DONATIONS OF TANGIBLE PERSONAL ALLOCATION UNIVERSITY OF FLORIDA PO BOX 113203 GAINESVILLE FL 32611 596002052 5106725 SCHOLARSHIPS UF ALUMNI ASSOCATION PO BOX 14425 GAINESVILLE FL 32604 592911059 501C3 2011332 ALLOCATION UNIVERSITY OF FLORIDA PO BOX 113203 GAINESVILLE FL 32611 596002052 113818690 ALLOCATION 2 0 PART I, LINE 2: 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. X X 1 1 0 0 0 0 0 0 0 0 0 DIANE MCFARLIN DIRECTOR 0 260334 0 0 0 0 0 21808 0 7152 0 289294 0 0 W KENT FUCHS DIRECTOR 0 825346 0 0 0 146510 0 58493 0 17407 0 1047756 0 0 MIKE V MCKEE DIRECTOR 0 288715 0 0 0 9498 0 41496 0 16958 0 356667 0 0 THOMAS J MITCHELL EXECUTIVE VICE PRESIDENT 419193 0 0 0 221784 0 27177 0 17310 0 685464 0 0 0 DAVID CHRISTIE TREASURER 141461 0 0 0 1303 0 13882 0 15222 0 171868 0 0 0 L CARTER BOYDSTUN SENIOR ASSOCIATE VP 221601 0 0 0 1801 0 30890 0 15222 0 269514 0 0 0 KAREN RICE ASSOCIATE VP 185947 0 0 0 1456 0 17207 0 7152 0 211762 0 0 0 JOSEPH MANDERNACH SENIOR ASSOCIATE VP 197359 0 0 0 1548 0 16541 0 54 0 215502 0 0 0 GILBERT S THOMPSON ASSOCIATE VP 215089 0 0 0 0 0 26408 0 15222 0 256719 0 0 0 THOMAS EVELYN ASSOCIATE VP 176239 0 0 0 1379 0 17066 0 15222 0 209906 0 0 0 MATT HODGE SENIOR ASSISTANT VP 186416 0 0 0 1437 0 14094 0 8628 0 210575 0 0 0 MICHAEL R MORSE ASSISTANT VP 165187 0 0 0 1287 0 14434 0 15222 0 196130 0 0 0 CHRIS NEEDLES SENIOR ASSISTANT VP 163201 0 0 0 1286 0 17086 0 15222 0 196795 0 0 0 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 A UNIVERSITY OF FLORIDA FOUNDATION INC 590974739 NONEAVAIL 2009-01-28 15450000 EDUCATION 0 1 0 A 1745232 15450000 44950 450000 14955050 2010 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 ALLISON VANDENEND FAMILY MEMBER OF SCOTT HAWKINS 45875 EMPLOYMENT WITH ORGANIZATION 0 X 71 602860 FAIR MARKET VALUE X 1748571 FAIR MARKET VALUE X 236 9312868 FAIR MARKET VALUE X 6 2740501 FAIR MARKET VALUE X 77 1234114 FAIR MARKET VALUE X EQUIPMENT AND SUPPLIES 165 14040499 FAIR MARKET VALUE X LIVESTOCK 8 112828 FAIR MARKET VALUE X AUCTION ITEMS 398 72522 FAIR MARKET VALUE 65 0 1 1 PART I, LINE 32B: THE FOUNDATION USES AUCTION HOUSES AND THIRD-PARTY BROKERS TO SELL DONATED PROPERTY. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS HAD A FAMILY RELATIONSHIP AS SELF-DISCLOSED ANNUALLY: -ALLEN LASTINGER AND DELORES LASTINGER HAVE A FAMILY RELATIONSHIP. -MARSHALL CRISER, JR AND MARSHALL CRISER, III HAVE A FAMILY RELATIONSHIP. -JIM PUGH AND ALEXIS PUGH HAVE A FAMILY RELATIONSHIP. -CHIP AND MARY LANE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY PRESIDENT SELECTS TWO MEMBERS TO SERVE ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 7B ALL AMENDMENTS TO THE BYLAWS AND ARTICLES ARE SUBJECT TO APPROVAL BY THE UNIVERSITY OF FLORIDA PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11 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 MANAGMENT IS COMPENSATED FAIRLY AND COMPETITIVELY WHEN COMPARED TO SIMILAR ROLES IN OTHER UNIVERSITY FOUNDATIONS NATIONALLY. 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 XI, LINE 9: INCREASE IN SPLIT VALUE AGREEMENT -868,131. RECOGNIZED DEFERRED REVENUE PREVIOUSLY RECORDED FOR TAX PURPOSES 35,000. 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. UNIVERSITY OF FLORIDA PO BOX 113203 GAINESVILLE FL 32611 596002052 UNIVERSITY FL N/A 0 UNIVERSITY OF FLORIDA ALUMNI ASSOCIATION 2012 W UNIVERSITY AVE GAINESVILLE FL 32603 592911059 DIRECT SUPPORT ORGANIZATION FL 501(C)3 LINE 7 N/A 0 FLORIDA PRIVATE INVESTMENTS FUND LP 4510 NW 6TH PLACE GAINESVILLE FL 32607 270277240 INVESTMENT IN OTHER ENTITIES DE UFICO LLC EXCLUDED FROM TAX 0 0 FLORIDA LONG TERM POOL FUND LP 4510 NW 6TH PLACE GAINESVILLE FL 32607 270277090 INVESTMENT IN OTHER ENTITIES DE UFICO LLC EXCLUDED FROM TAX 0 0 FLORIDA SHORT-TERM POOL FUND LP 4510 NW 6TH PLACE GAINESVILLE FL 32607 270276790 INVESTMENT IN OTHER ENTITIES DE UFICO LLC EXCLUDED FROM TAX 0 0 FLORIDA GLOBAL EQUITY FUND LLC 4510 NW 6TH PLACE GAINESVILLE FL 32607 270276884 INVESTMENT IN OTHER ENTITIES DE UFICO LLC EXCLUDED FROM TAX 0 0 FLORIDA GLOBAL FIXED INCOME FUND LLC 4510 NW 6TH PLACE GAINESVILLE FL 32607 270277004 INVESTMENT IN OTHER ENTITIES DE UFICO LLC EXCLUDED FROM TAX 0 0 FLORIDA HEDGED STRATEGIES FUND LLC 4510 NW 6TH PLACE GAINESVILLE FL 32607 270277727 INVESTMENT IN OTHER ENTITIES DE UFICO LLC EXCLUDED FROM TAX 0 0 0 1 1 0 1 0 0 0 0 1 1 1 0 1 1 0 1 1 0 UNIVERSITY OF FLORIDA C 66997 FMV UNIVERSITY OF FLORIDA E -325730 FMV UNIVERSITY OF FLORIDA J 195919 FMV UNIVERSITY OF FLORIDA K 1431505 FMV UNIVERSITY OF FLORIDA O 9751354 FMV UNIVERSITY OF FLORIDA Q 1958360 FMV UNIVERSITY OF FLORIDA R 138647140 FMV