2016-12-02T14:12:02-06:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 6810 INTERNATIONAL CENTER BLVD FORT MYERS FL 33912 990 2015-07-01 650403969 FLORIDA GULF COAST UNIVERSITY FOUNDATION INC FLOR 2395901060 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 339656565 GERARD CARRINGTON CHIEF FINANCIAL OFFICER 2395901073 2016-11-16 1 MARTIN REDOVAN CPA P01281045 2392269900 2016-11-14 2015 2017-02-10 21:41:12Z CHRISTOPHER SIMONEAU 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 339656565 39229961 0 X HTTP://WWW.FGCU.EDU/FOUNDATION X 1993 FL THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. 51 50 0 53 -6800 -6800 12613695 17933757 0 0 1621139 1825184 1617908 2197738 15852742 21956679 5211565 7080410 0 0 0 0 0 17019 1919874 4538076 5598508 9749641 12695937 6103101 9260742 112795155 118350303 7242842 7249537 105552313 111100766 THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. 0 0 10555948 7080410 TO RECEIVE AND ADMINISTER GIFTS AND BEQUESTS FOR EDUCATION AND CHARITABLE PURPOSES FOR THE ADVANCEMENT OF FLORIDA GULF COAST UNIVERSITY. 10555948 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 45 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 X 51 50 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 FL X GERARD CARRINGTON 2395901060 10501 FGCU BLVD SOUTH FORT MYERS FL 339656565 WILSON G BRADSHAW PRESIDENT 10.00 30.00 X X 0 638417 115458 DAVID CALL CHAIRPERSON 1.00 X X 0 0 0 TIMOTHY J CARTWRIGHT VICE CHAIRPERSON 1.00 X X 0 0 0 LAURA A HOLQUIST TREASURER 1.00 X X 0 0 0 KIMBERLY L JOHNSON SECRETARY 1.00 X X 0 0 0 ANGELA BLACK DIRECTOR 1.00 X 0 0 0 THOMAS CORCORAN DIRECTOR 1.00 X 0 0 0 BARBARA B DUFRANE DIRECTOR 1.00 X 0 0 0 DEAN M FJELSTUL DIRECTOR 1.00 X 0 0 0 JOSEPH D GAMMONS DIRECTOR 1.00 X 0 0 0 ANN HAMILTON DIRECTOR 1.00 X 0 0 0 DENNIS HANSCH DIRECTOR 1.00 X 0 0 0 DAVID A HOLMES DIRECTOR 1.00 X 0 0 0 CHARLES KETTEMAN DIRECTOR 1.00 X 0 0 0 SYDNEY KITSON DIRECTOR 1.00 X 0 0 0 ALEX LAMBROS DIRECTOR 1.00 X 0 0 0 DANIEL LAVENDER DIRECTOR 1.00 X 0 0 0 W BERNARD LESTER DIRECTOR 1.00 X 0 0 0 DAVID LUCAS DIRECTOR 1.00 X 0 0 0 JAMES NATHAN DIRECTOR 1.00 X 0 0 0 GEURT PEET DIRECTOR 1.00 X 0 0 0 TRAVUS POPE DIRECTOR 1.00 X 0 0 0 JEFFREY PROVOL DIRECTOR 1.00 X 0 0 0 THOMAS J RICE DIRECTOR 1.00 X 0 0 0 AMBASSADOR FRANCIS ROONEY DIRECTOR 1.00 X 0 0 0 MAYELA ROSALES DIRECTOR 1.00 X 0 0 0 LEE J SEIDLER DIRECTOR 1.00 X 0 0 0 ALLEN WEISS DIRECTOR 1.00 X 0 0 0 HARRY CASIMIR EX OFFICIO MEMBER 1.00 X 0 0 0 BRIAN RASNICK EX OFFICIO MEMBER 1.00 X 0 0 0 RICHARD C ACKERT DIRECTOR EMERITUS 1.00 X 0 0 0 JOSEPH CATTI DIRECTOR EMERITUS 1.00 X 0 0 0 MILLER COUSE DIRECTOR EMERITUS 1.00 1.00 X 0 0 0 CHARLES B EDWARDS DIRECTOR EMERITUS 1.00 X 0 0 0 JEFFREY D FRIDKIN DIRECTOR EMERITUS 1.00 X 0 0 0 JOHN FUMAGALLI DIRECTOR EMERITUS 1.00 X 0 0 0 WILLIAM N HOROWITZ DIRECTOR EMERITUS 1.00 X 0 0 0 CHARLES K IDELSON DIRECTOR EMERITUS 1.00 X 0 0 0 JAMES KNUPP DIRECTOR EMERITUS 1.00 X 0 0 0 DONALD LESCH DIRECTOR EMERITUS 1.00 X 0 0 0 STEPHEN S MCINTOSH DIRECTOR EMERITUS 1.00 X 0 0 0 EDWARD A MORTON DIRECTOR EMERITUS 1.00 X 0 0 0 F FRED PEZESHKAN DIRECTOR EMERITUS 1.00 X 0 0 0 G DAVID POWELL DIRECTOR EMERITUS 1.00 X 0 0 0 DUANE STRANAHAN JR DIRECTOR EMERITUS 1.00 X 0 0 0 PETER SULICK DIRECTOR EMERITUS 1.00 X 0 0 0 LINDA K TAYLOR DIRECTOR EMERITUS 1.00 X 0 0 0 CHARLES WINTON DIRECTOR EMERITUS 1.00 X 0 0 0 FAY BILES FOUNDATION FELLOWS 1.00 X 0 0 0 BARRON COLLIER III FOUNDATION FELLOWS 1.00 X 0 0 0 BEN HILL GRIFFIN III FOUNDATION FELLOWS 1.00 X 0 0 0 ALAN KOREST FOUNDATION FELLOWS 1.00 X 0 0 0 JULIET SPROUL FOUNDATION FELLOWS 1.00 X 0 0 0 BARRON COLLIER III FOUNDATION FELLOWS 1.00 X 0 0 0 BEN HILL GRIFFIN III FOUNDATION FELLOWS 1.00 X 0 0 0 ALAN KOREST FOUNDATION FELLOWS 1.00 X 0 0 0 JULIET SPROUL FOUNDATION FELLOWS 1.00 X 0 0 0 GERARD CARRINGTON CHIEF FINANCIAL OFFICER 24.00 16.00 X 0 115416 28580 CHRISTOPHER SIMONEAU EXECUTIVE DIRECTOR 30.00 10.00 X 0 227708 43057 STEVE MAGIERA ASSISTANT TREASURER 4.00 36.00 X 0 255104 59726 JUDITH CASSIDY DIRECTOR OF DEVELOPMENT 36.00 4.00 X 0 110351 29677 0 1346996 276498 0 0 1 0 0 524076 17409681 17933757 2019112 -6800 2025912 810776 810776 574422 163827 410595 410595 410595 16404383 16598311 -193928 -193928 -193928 1487511 524076 511144 976367 976367 21956679 0 -6800 4029722 7080410 7080410 22919 22919 67900 67900 17019 17019 152744 152744 606877 596727 10150 26261 26261 1005855 1001555 4300 37652 37652 500910 410830 220 89860 410367 404230 6137 1607364 25750 1581614 56261 56261 19469 19469 396294 256340 51966 87988 UNRELATED BUSINESS INCO 3417 3417 PROGRAM PRODUCTION 474527 474527 DUES AND SUBSCRIPTIONS 141037 22886 118151 MISCELLANEOUS 36680 38717 -2037 31974 27319 4655 12695937 10555948 220115 1919874 17131534 21229118 1362500 3686638 4697 7297 5000000 5000000 26123 37278 11870205 37519 12251500 11832686 77002557 76557286 16244 0 112795155 118350303 122752 179981 6550000 6550000 570090 519556 7242842 7249537 X 8393086 7909378 36274872 38900595 60884355 64290793 105552313 111100766 112795155 118350303 9260742 -3712289 0 X X 0 1 X 1 1 1 X 7579845 9386278 19773357 12613695 17933757 67286932 7579845 9386278 19773357 12613695 17933757 67286932 1219422 66067510 457663 401439 1074248 2551456 3411110 7895916 849768 283805 969567 2103140 77285988 0.85480 0.89480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74882500 3479590 -1981594 2366303 1082658 72931535 75745604 2103779 309568 2155724 1120727 74882500 62967823 4441540 10990245 1643021 1010983 75745604 55552348 2343393 6650208 890598 687528 62967823 56673447 1420061 -819880 903799 817481 55552348 0.11850 0.88150 0 0 11832686 11832686 37519 37519 0 11832686 U.S. EQUITIES 188686 F U.S. PORTFOLIO MUTUAL FUNDS 17388112 F INTERNATIONAL EQUITIES MUTUAL FUNDS 11579245 F FIXED INCOME MUTUAL FUNDS 2930086 F MORTGAGE-BACKED SECURITIES 1245473 F CORPORATE BONDS 5756869 F GOVERNMENT OBLIGATIONS 2696789 F MUNICIPAL BONDS 4781978 F U.S. TREASURY NOTES 1246430 F REAL ASSETS 257873 F PRIVATE EQUITY 1778192 F NT COMMON US MARKETCAP INDEX FUND COLLECTIVE INV FUND 17861101 F NT COMMON EMERGING MARKETS INDEX FUND COLLECTIVE INV FUND 5099325 F NT COMMON EAFE INDEX FUND COLLECTIVE INV FUND 3747127 F 76557286 GIFT ANNUITY PAYABLE 519556 519556 X 18766617 -3712289 674971 -3037318 21803935 152744 152744 21956679 13218164 674971 674971 12543193 152744 152744 12695937 PART V, LINE 4: FUNDS ARE USED TO SUPPORT ENDOWED CHAIRS, PROFESSORSHIPS, SCHOLARSHIPS, FELLOWSHIPS AND OTHER PROGRAMS FOR THE BENEFIT OF FLORIDA GULF COAST UNIVERSITY. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS ORGANIZED EXCLUSIVELY FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 163,827. SPECIAL EVENTS DIRECT EXPENDITURES NETTED AGAINST SPECIAL EVENTS REVENUE 511,144. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 163,827. SPECIAL EVENTS DIRECT EXPENDITURES NETTED AGAINST SPECIAL EVENTS REVENUE 511,144. X X X X X 1 RUFFALONOEL LEVITZ 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 PHONE-A-THON 0 13031 17019 -3988 13031 17019 -3988 AK AL CA CO CT FL GA HI IA IL IN KS LA MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC SD TN UT VA VT WA WI WV GALA 210200 142950 67250 219069 30175 WANDERLUST 206308 54560 151748 76205 3 1595079 326566 1268513 2500 37947 145248 2011587 524076 1487511 2500 257016 251628 511144 976367 1 FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD SOUTH FORT MYERS FL 33965 650753801 GOVERNMENT ENTITY 7080410 SCHOLARSHIPS AND UNIVERSITY SUPPORT 1 PART I, LINE 2: THE FOUNDATION IS A DIRECT SUPPORT ORGANIZATION OF THE UNIVERSITY AND PROVIDES ASSISTANCE BASED ON REQUESTS FROM THE UNIVERSITY AND THE AMOUNT OF AVAILABLE FUNDS FROM RESTRICTED DONATIONS FOR SPECIFIC UNIVERSITY PROGRAMS. FOUNDATION FISCAL MANAGERS MAINTAIN A RUNNING TOTAL OF GRANT FUNDING RECEIVED AND AMOUNTS AVAILABLE FOR DISTRIBUTION. ALL FUNDING REQUESTS FROM ASSISTANCE RECIPIENTS ARE REVIEWED FOR ELIGIBILITY PRIOR TO FUNDS BEING DISBURSED. ASSISTANCE IS AWARDED BASED ON CRITERIA AGREED UPON BETWEEN THE DONOR AND THE FOUNDATION. 0 0 0 0 0 0 0 0 0 WILSON G BRADSHAW PRESIDENT 0 399172 0 115000 0 124245 0 96525 0 18933 0 753875 0 0 CHRISTOPHER SIMONEAU EXECUTIVE DIRECTOR 0 223568 0 0 0 4140 0 24853 0 18204 0 270765 0 0 STEVE MAGIERA ASSISTANT TREASURER 0 241964 0 0 0 13140 0 41385 0 18341 0 314830 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS MADE UP OF THE CHAIRS OF THE COMMITTEES. THE COMMITTEE HAS THE COMPLETE AUTHORITY OF THE BOARD BETWEEN MEETINGS. ANY DECISIONS MADE BY THE EXECUTIVE COMMITTEE ARE RATIFIED AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND IS REVIEWED BY THE AUDIT COMMITTEE, EXECUTIVE DIRECTOR AND CFO PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE PERSONS COVERED UNDER THIS POLICY ARE THE FOUNDATION'S BOARD MEMBERS. THE MEMBERS ARE ASKED TO DISCLOSE A FULL BIO OF THEMSELVES INCLUDING ITEMS THAT CAN CAUSE A CONFLICT OF INTEREST (INCLUDING BUSINESS AFFILIATES). WHEN A CONFLICT OF INTEREST IS IDENTIFIED IT IS DISCLOSED TO THE FOUNDATION BOARD FOR THEIR DECISION ON HANDLING. NO FORMAL RESTRICTIONS ARE PLACED ON THESE MEMBERS. IT HAS BEEN THE BOARD'S AND THE COMMITTEE'S PRACTICE THAT THOSE INDIVIDUALS WOULD ABSTAIN FROM VOTING AND RELATED DISCUSSIONS ON ITEMS AND DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: THE ORGANIZATION'S FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT AND THE BOARD RETAINS OVERSIGHT OF THIS PROCESS. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD FORT MYERS FL 33965 650753801 UNIVERSITY EDUCATION FL GOVERNMENT ENTITY 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 FLORIDA GULF COAST UNIVERSITY B 2463993 FLORIDA GULF COAST UNIVERSITY J 384000 FLORIDA GULF COAST UNIVERSITY L 10754171 FLORIDA GULF COAST UNIVERSITY Q 186097 FLORIDA GULF COAST UNIVERSITY R 4616602