2017-05-14T16:37:09-05:00 2016-06-30 593204548 JAMES MOORE & CO PL 5931 NW 1ST PLACE GAINESVILLE FL 326072063 990 2015-07-01 592729133 UNIVERSITY OF FLORIDA RESEARCH FOUNDATION INC UNIV 3523925221 PO BOX 115500 GAINESVILLE FL 326115500 OFFICER SECRETARY 3523925221 2017-05-10 1 KEN KURDZIEL P00060407 3523781331 2017-05-10 2015 2021-01-29 14:40:06Z DR DAVID P NORTON PO BOX 115500 GAINESVILLE FL 326115500 38266193 0 X RESEARCH.UFL.EDU/UFRF X 1986 FL ASSIST THE UNIVERSITY OF FLORIDA IN FUNDING OF RESEARCH/DEVELOPMENT THROUGH GRANTS & CONTRACTUAL ARRANGEMENTS & IN THE COMMERCIALIZATION OF INTELLECTUAL PROPERTIES, WHICH INCLUDE INVENTIONS, DISCOVERIES,PROCESSES & WORK PRODUCTS. 12 3 0 0 0 -7425 0 0 5877884 14617113 90860 27716 22092138 23621364 28060882 38266193 10355897 4692695 0 0 0 0 0 0 0 25983708 32387632 36339605 37080327 -8278723 1185866 120555609 117249897 25840181 21111410 94715428 96138487 X ASSIST THE UNIVERSITY OF FLORIDA IN FUNDING OF RESEARCH/DEVELOPMENT THROUGH GRANTS & CONTRACTUAL ARRANGEMENTS & IN THE COMMERCIALIZATION OF INTELLECTUAL PROPERTIES, WHICH INCLUDE INVENTIONS, DISCOVERIES,PROCESSES & WORK PRODUCTS. 0 0 22793755 32035995 COST INCURRED IN OBTAINING LICENSES AND GRANTS FOR THE UNIVERSITY OF FLORIDA RESEARCH FOUNDATION ACTIVITIES. 7008808 3876550 COSTS INCURRED IN THE LICENSING OF PATENTED OR PATENTABLE PRODUCTS DEVELOPED BY THE UNVERSITY OF FLORIDA. 4692695 4692695 COSTS INCURRED IN SECURING AND PROVIDING RESEARCH AND DEVELOPMENT FUNDING FOR THE UNIVERSITY OF FLORIDA. 1131105 2325932 OTHER COSTS INCURRED FOR UNIVERSITY OF FLORIDA RESEARCH FOUNDATION ACTIVITIES. 1131105 2325932 35626363 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 320 0 1 0 0 0 0 0 0 0 0 0 0 0 X 12 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X X JULIE RHEE 3523925221 274 GRINTER HALL GAINESVILLE FL 326115500 DR KENT FUCHS BOARD MEMBER 1.00 40.00 X 0 971856 75914 DR DAVID P NORTON PRESIDENT 10.00 40.00 X X 0 316183 40261 DR JACK PAYNE BOARD MEMBER 1.00 40.00 X 0 336840 43401 DR DAVID S GUZICK BOARD MEMBER 1.00 40.00 X 0 1417881 36309 DR DAVE RICHARDSON BOARD MEMBER 1.00 40.00 X 0 288569 42416 DR JOE GLOVER BOARD MEMBER 1.00 40.00 X 0 426605 40783 BRIAN K HUTCHINSON BOARD MEMBER 1.00 0.00 X 0 0 0 DR CAMMY R ABERNATHY BOARD MEMBER 1.00 40.00 X 0 345853 37651 DR JOHN KRAFT BOARD MEMBER 1.00 40.00 X 0 587830 46773 JOELEN K MERKEL BOARD MEMBER 1.00 0.00 X 0 0 0 CURTIS REYNOLDS BOARD MEMBER 1.00 40.00 X 0 316505 75554 CAROLYN ROBERTS BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL V MCKEE TREASURER 1.00 40.00 X 0 298213 58604 GEORGE C KOLB SECRETARY 20.00 20.00 X 0 134235 29210 DAVID L DAY OFFICER 40.00 0.00 X 0 272398 52268 STEPHANIE GRAY OFFICER 1.00 40.00 X 0 175385 22880 JANE MUIR ASSOC. DIRECTOR 40.00 0.00 X 0 168910 21914 DR BERNARD MACHEN FORMER BOARD MEMBER 0.00 40.00 X 0 104278 23422 0 6161541 647360 0 1 1 0 WOLF GREENFIELD & SACKS PC 606 ATLANTIC AVE BOSTON MA 02110 LEGAL 2094434 SALIWANCHIK LLOYD & EISENSCHENK 3107 SW WILLISTON RD GAINESVILLE FL 32608 LEGAL 2051606 THOMAS HORSTEMEYER PLATINUM TOWER 400 INTERSTATE PKWY ATLANTA GA 303395029 LEGAL 639973 ROGERS TOWERS PA 1301 RIVERPLACE BLVD STE 1500 JACKSONVILLE FL 32207 LEGAL 337522 LOCKE LORD LLP 220 ROSS AVE STE 2200 DALLAS TX 75201 LEGAL 252144 5 LICENSING FEES 611710 8414631 8414631 PATENT & LICENSING COSTS 611710 3876550 3876550 ASSESSMENT FEES 611710 2300000 2300000 OTHER PROGRAM SERVICE REVENUE 611710 25932 25932 14617113 27716 27716 23621364 23621364 38266193 38238477 0 27716 4692695 4692695 7008836 7008836 37000 37000 126844 12323 114521 88472 833 87639 212868 33355 179513 237625 187537 50088 20239681 20239681 63343 51762 11581 5831 5831 27282 27282 REIMBURSED EMPLOYEE COS 2164499 2164499 ORTHOPEDICS DISBURSEMEN 1131105 1131105 REIMBURSED EMPLOYEE COS 585827 585827 PUBLICATIONS EXPENSE 280102 792 279310 178317 97114 81203 37080327 35626363 1453964 0 1236189 1575146 5402170 6329560 417250 545191 113500000 108800000 120555609 117249897 16982145 19369271 8858036 1742139 25840181 21111410 X 0 0 0 0 94715428 96138487 94715428 96138487 120555609 117249897 X 1185866 126493 110700 X X 0 1 X 1 0 X X 1 UNIVERSITY OF FLORIDA 596002052 2 1 23415077 0 1 23415077 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 0 DUE FROM UNIVERSITY OF FLORIDA 108800000 108800000 38503386 126493 110700 237193 38266193 0 38266193 37080327 0 37080327 0 37080327 PART IV, LINE 2B: THE ORGANIZATION HOLDS FUNDS IN CUSTODIAL ARRANGEMENT FOR COLLEGES WITHIN THE UNIVERSITY OF FLORIDA. 1 UNIVERSITY OF FLORIDA PO BOX 114000 GAINESVILLE FL 32611 596002052 115 4595174 RESEARCH & DEVELOPMENT 1 PART I, LINE 2: GRANTS AND ASSISTANCE TO THE UNIVERISTY OF FLORIDA ARE PROVIDED BASED ON CONTRACTS, AGREEMENTS AND OTHER PROPERLY APPROVED METHODS. FUNDS DISTRIBUTED ARE USED IN ACCORDANCE WITH DESIGNATED PURPOSES AND INTERNALLY MANAGED BY THE UNIVERISTY OF FLORIDA UPON RECEIPT FROM THE GRANTING ORGANIZATION. 0 0 0 0 0 0 0 0 0 DR KENT FUCHS BOARD MEMBER 0 825346 0 0 0 146510 0 56790 0 19124 0 1047770 0 0 DR DAVID P NORTON PRESIDENT 0 306108 0 0 0 10075 0 20189 0 20072 0 356444 0 0 DR JACK PAYNE BOARD MEMBER 0 323016 0 0 0 13824 0 20195 0 23206 0 380241 0 0 DR DAVID S GUZICK BOARD MEMBER 0 900357 0 452500 0 65024 0 20670 0 15639 0 1454190 0 0 DR DAVE RICHARDSON BOARD MEMBER 0 288569 0 0 0 0 0 22691 0 19725 0 330985 0 0 DR JOE GLOVER BOARD MEMBER 0 413594 0 0 0 13011 0 30115 0 10668 0 467388 0 0 DR CAMMY R ABERNATHY BOARD MEMBER 0 345853 0 0 0 0 0 26945 0 10706 0 383504 0 0 DR JOHN KRAFT BOARD MEMBER 0 371680 0 25000 0 191150 0 26993 0 19780 0 634603 0 0 CURTIS REYNOLDS BOARD MEMBER 0 298143 0 0 0 18362 0 55481 0 20073 0 392059 0 0 MICHAEL V MCKEE TREASURER 0 288715 0 0 0 9498 0 37177 0 21427 0 356817 0 0 GEORGE C KOLB SECRETARY 0 133070 0 0 0 1165 0 10086 0 19124 0 163445 0 0 DAVID L DAY OFFICER 0 270299 0 0 0 2099 0 34328 0 17940 0 324666 0 0 STEPHANIE GRAY OFFICER 0 173974 0 0 0 1411 0 13738 0 9142 0 198265 0 0 JANE MUIR ASSOC. DIRECTOR 0 168910 0 0 0 0 0 13096 0 8818 0 190824 0 0 DR BERNARD MACHEN FORMER BOARD MEMBER 0 102230 0 0 0 2048 0 3497 0 19925 0 127700 0 0 PART III THROUGH THE RELATED ORGANIZATION THAT EMPLOYS THEM, INDIVIDUALS REPORTED IN PART II GENERALLY PARTICIPATE IN THE FLORIDA RETIREMENT SYSTEM (FRS), A MULTI-EMPLOYER RETIREMENT SYSTEM CREATED UNDER CHAPTER 121 OF THE FLORIDA STATUTES AND ADMINISTERED BY THE FLORIDA DIVISION OF RETIREMENT. AS STATED ON THE WEBSITE OF FRS, IT IS FUNDED BY CONTRIBUTIONS PAID BY EMPLOYERS AND EMPLOYEES BASED ON A PERCENTAGE OF THE EMPLOYEES' SALARIES. THE RATE OF CONTRIBUTIONS REQUIRED IS DETERMINED BY AN ACTUARIAL CONSULTING FIRM TO ASSURE COMPLIANCE WITH THE FUNDING REQUIREMENTS OF THE CONSTITUTION OF THE STATE OF FLORIDA. EMPLOYEES' CONTRIBUTIONS ARE 3% WITH THE EMPLOYER CONTRIBUTING THE REQUIRED BALANCE. THE INSTRUCTIONS FOR THE FORM 990 INDICATE THAT SCHEDULE J SHOULD INCLUDE A REASONABLE ESTIMATE OF THE INCREASE IN THE ACTUARIAL VALUE OF ANY QUALIFIED OR NONQUALIFIED RETIREMENT ACCRUALS UNDER A DEFINED BENEFIT PLAN. FRS HAS STATED THAT SUCH INFORMATION CURRENTLY IS UNAVAILABLE FOR PARTICIPANTS IN THE PLAN. THEREFORE, THE AMOUNTS REORTED INCLUDE THE CONTRIBUTION PAID BY THE RELATED ORGANIZATION AS ITS CONTRIBUTION ON BEHALF OF THE NAMED INDIVIDUAL. THIS AMOUNT IS CONSIDERED THE BEST REASONABLE ESTIMATE OF INFORMATION REQUIRED. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 WAS SENT VIA EMAIL TO THE GOVERNING BOARD AND MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS MONITORED THROUGHOUT THE YEAR BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UNDER PUBLIC RECORDS ON THE UFRF HOME PAGE HTTP://RESEARCH.UFL.EDU/UFRF/PUBLICINFO.HTML WE LIST ALL MEETING ANNOUNCEMENTS FOR THE PUBLIC PLUS COPIES OF THE LAST THREE YEARS FORM 990S. WE CURRENTLY DO NOT MAKE THE CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THIS PAGE; HOWEVER, THEY ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: RECOVERY OF PRIOR YEAR GRANTS 110,700. FORM 990, PART XII, LINE 2C THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR. UNIVERSITY OF FLORIDA PO BOX 114000 GAINESVILLE FL 32611 596002052 EDUCATION FL 115 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 UNIVERSITY OF FLORIDA B 4595174 ACTUAL COST UNIVERSITY OF FLORIDA O 2660097 ACTUAL COST UNIVERSITY OF FLORIDA P 732378 ACTUAL COST UNIVERSITY OF FLORIDA Q 2414804 ACTUAL COST UNIVERSITY OF FLORIDA R 16855199 ACTUAL COST