FLORIDA GULF COAST UNIVERSITY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA GULF COAST UNIVERSITY FOUNDATION INC (EIN 65-0403969)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-12-22
- IRS object ID
- 201533569349300118
- Schema version
- 2014v5.0
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-22T11:03:21-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6810 INTERNATIONAL CENTER BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650403969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA GULF COAST UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 2395901060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BOULEVARD SOUTH | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339656565 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERARD CARRINGTON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2395901073 | PhoneNum |
| Signature | 2015-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN REDOVAN CPA | PreparerPersonNm |
| PTIN | P01281045 | PTIN |
| Phone | 2392269900 | PhoneNum |
| Preparation | 2015-12-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER SIMONEAU | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BOULEVARD SOUTH | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339656565 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,000,045 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.FGCU.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 49 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 56 | TotalVolunteersCnt |
| Total Gross UBI | $13,511 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $11,260 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,773,357 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,613,695 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $143,046 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,621,139 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,651,074 | PYOtherRevenueAmt |
| CY Other Revenue | $1,617,908 | CYOtherRevenueAmt |
| PY Total Revenue | $21,567,477 | PYTotalRevenueAmt |
| CY Total Revenue | $15,852,742 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,691,283 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,211,565 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,445,992 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,092,575 | PYOtherExpensesAmt |
| CY Other Expenses | $4,538,076 | CYOtherExpensesAmt |
| PY Total Expenses | $9,783,858 | PYTotalExpensesAmt |
| CY Total Expenses | $9,749,641 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,783,619 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,103,101 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $107,872,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,795,155 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,295,812 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,242,842 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $100,576,272 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $105,552,313 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,063,881 | ExpenseAmt |
| Grant | $5,211,565 | GrantAmt |
| Desc | TO RECEIVE AND ADMINISTER GIFTS AND BEQUESTS FOR EDUCATION AND CHARITABLE PURPOSES FOR THE ADVANCEMENT OF FLORIDA GULF COAST UNIVERSITY. | Desc |
| Total Program Service Expenses | $8,063,881 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 49 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERARD CARRINGTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2395901060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BLVD SOUTH | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339656565 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (62 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| WILSON G BRADSHAW | ||||||||
| PRESIDENT | 10.00 | 30.00 | Yes (X) | Yes (X) | $0 | $396,925 | $106,074 | |
| DAVID CALL | ||||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY J CARTWRIGHT | ||||||||
| VICE CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAURA A HOLQUIST | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY L JOHNSON | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA M BARTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELA BLACK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK BLAIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANET COHEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS CORCORAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA B DUFRANE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEAN M FJELSTUL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH D GAMMONS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS HANSCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A HOLMES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEREK JONES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES KETTEMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX LAMBROS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL LAVENDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| W BERNARD LESTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LUCAS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES NATHAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY PROVOL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J RICE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMBASSADOR FRANCIS ROONEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE J SEIDLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLEN WEISS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN EVANS | ||||||||
| FGCU DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VEE LEONARD | ||||||||
| FGCU DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL ROLLO | ||||||||
| FGCU DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD TOLL | ||||||||
| FGCU DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLOS CAVENAGO III | ||||||||
| EX OFFICIO MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN LITTLE | ||||||||
| EX OFFICIO MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN RASNICK | ||||||||
| EX OFFICIO MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD C ACKERT | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH CATTI | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES B EDWARDS | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY D FRIDKIN | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN FUMAGALLI | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM N HOROWITZ | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES K IDELSON | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES KNUPP | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD LESCH | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN S MCINTOSH | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD A MORTON | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| F FRED PEZESHKAN | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| G DAVID POWELL | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DUANE STRANAHAN JR | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER SULICK | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA K TAYLOR | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES WINTON | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MILLER COUSE | ||||||||
| DIRECTOR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FAY BILES | ||||||||
| FOUNDATION FELLOWS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRON COLLIER III | ||||||||
| FOUNDATION FELLOWS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEN HILL GRIFFIN III | ||||||||
| FOUNDATION FELLOWS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN KOREST | ||||||||
| FOUNDATION FELLOWS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIET SPROUL | ||||||||
| FOUNDATION FELLOWS | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERARD CARRINGTON | ||||||||
| CHIEF FINANCIAL OFFICER | 24.00 | 16.00 | Yes (X) | $0 | $108,991 | $27,075 | ||
| CHRISTOPHER SIMONEAU | ||||||||
| EXECUTIVE DIRECTOR | 30.00 | 10.00 | Yes (X) | $0 | $220,633 | $40,922 | ||
| STEVE MAGIERA | ||||||||
| ASSISTANT TREASURER | 4.00 | 36.00 | Yes (X) | $0 | $248,853 | $56,629 | ||
| JUDITH CASSIDY | ||||||||
| DIRECTOR OF DEVELOPMENT | 36.00 | 4.00 | $0 | $111,435 | $27,264 | Yes (X) | ||
| LINDA LEHTOMAA | ||||||||
| DIRECTOR OF DEVELOPMENT | 36.00 | 4.00 | $0 | $109,629 | $33,125 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,196,466 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $291,089 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $493,161 | FundraisingAmt |
| All Other Contributions | $12,120,534 | AllOtherContributionsAmt |
| Total Contributions | $12,613,695 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,079,428 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $13,511 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,065,917 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $920,991 | TotalRevenueColumnAmt |
| Exclusion | $920,991 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $564,548 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $139,176 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $425,372 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $425,372 | TotalRevenueColumnAmt |
| Exclusion | $425,372 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,024,417 | SecuritiesAmt |
| Other | $19,314 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,498,593 | SecuritiesAmt |
| Other | $3,427 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $525,824 | SecuritiesAmt |
| Other | $15,887 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $541,711 | TotalRevenueColumnAmt |
| Exclusion | $541,711 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $777,652 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $493,161 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $506,107 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $271,545 | TotalRevenueColumnAmt |
| Exclusion | $271,545 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,852,742 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,511 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,225,536 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,211,565 | TotalAmt |
| Program Services | $5,211,565 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,254 | TotalAmt |
| Management And General | $4,254 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,752 | TotalAmt |
| Management And General | $59,752 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,829 | TotalAmt |
| Program Services | $1,829 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,149 | TotalAmt |
| Program Services | $384,149 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,973 | TotalAmt |
| Program Services | $51,973 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,403 | TotalAmt |
| Program Services | $722,403 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,594 | TotalAmt |
| Program Services | $67,594 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,944 | TotalAmt |
| Program Services | $287,731 | ProgramServicesAmt |
| Management And General | $213 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,499 | TotalAmt |
| Program Services | $295,499 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,355,291 | TotalAmt |
| Fundraising | $1,355,291 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,493 | TotalAmt |
| Management And General | $72,493 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,012 | TotalAmt |
| Management And General | $22,012 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,033 | TotalAmt |
| Program Services | $343,117 | ProgramServicesAmt |
| Management And General | $64,916 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROGRAM PRODUCTION | $657,655 | $657,655 | |
| DUES AND SUBSCRIPTIONS | $91,476 | $7,995 | $83,481 |
| LICENSE FEES | $18,209 | $18,209 | |
| GIFTS | $7,220 | $7,220 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,290 | TotalAmt |
| Program Services | $14,162 | ProgramServicesAmt |
| Management And General | $16,128 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,749,641 | TotalAmt |
| Program Services | $8,063,881 | ProgramServicesAmt |
| Management And General | $239,768 | ManagementAndGeneralAmt |
| Fundraising | $1,445,992 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,087,801 | BOYAmt |
| EOY | $17,131,534 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,750 | BOYAmt |
| EOY | $1,362,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,347 | BOYAmt |
| EOY | $4,697 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000,000 | BOYAmt |
| EOY | $5,000,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,449 | BOYAmt |
| EOY | $26,123 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,289,019 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,519 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,261,192 | BOYAmt |
| EOY | $12,251,500 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,111,075 | BOYAmt |
| EOY | $77,002,557 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,470 | BOYAmt |
| EOY | $16,244 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,872,084 | BOYAmt |
| EOY | $112,795,155 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,294 | BOYAmt |
| EOY | $122,752 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,700,000 | BOYAmt |
| EOY | $6,550,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $466,518 | BOYAmt |
| EOY | $570,090 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,295,812 | BOYAmt |
| EOY | $7,242,842 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,611,520 | BOYAmt |
| EOY | $8,393,086 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,212,544 | BOYAmt |
| EOY | $36,274,872 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,752,208 | BOYAmt |
| EOY | $60,884,355 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,576,272 | BOYAmt |
| EOY | $105,552,313 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,872,084 | BOYAmt |
| EOY | $112,795,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,103,101 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,127,060 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,625,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,579,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,386,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,773,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,613,695 | CurrentTaxYearAmt |
| Total | $58,979,171 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,625,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,579,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,386,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,773,357 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,613,695 | CurrentTaxYearAmt |
| Total | $58,979,171 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $697,265 | SubstantialContributorsTotAmt |
| Public Support Total170 | $58,281,906 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $506,089 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $457,663 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,074,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,551,456 | CurrentTaxYearAmt |
| Total | $4,990,895 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $849,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $283,805 | CurrentTaxYearAmt |
| Total | $1,166,701 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,136,767 | TotalSupportAmt |
| Public Support CY170 | 0.89480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,745,604 | BeginningYearBalanceAmt |
| Contributions | $2,103,779 | ContributionsAmt |
| Investment Earnings Or Losses | $309,568 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,155,724 | OtherExpendituresAmt |
| Administrative Expenses | $1,120,727 | AdministrativeExpensesAmt |
| End Year Balance | $74,882,500 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,967,823 | BeginningYearBalanceAmt |
| Contributions | $4,441,540 | ContributionsAmt |
| Investment Earnings Or Losses | $10,990,245 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,643,021 | OtherExpendituresAmt |
| Administrative Expenses | $1,010,983 | AdministrativeExpensesAmt |
| End Year Balance | $75,745,604 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,552,348 | BeginningYearBalanceAmt |
| Contributions | $2,343,393 | ContributionsAmt |
| Investment Earnings Or Losses | $6,650,208 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $890,598 | OtherExpendituresAmt |
| Administrative Expenses | $687,528 | AdministrativeExpensesAmt |
| End Year Balance | $62,967,823 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,673,447 | BeginningYearBalanceAmt |
| Contributions | $1,420,061 | ContributionsAmt |
| Investment Earnings Or Losses | -$819,880 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $903,799 | OtherExpendituresAmt |
| Administrative Expenses | $817,481 | AdministrativeExpensesAmt |
| End Year Balance | $55,552,348 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,984,515 | BeginningYearBalanceAmt |
| Contributions | $4,009,917 | ContributionsAmt |
| Investment Earnings Or Losses | $8,812,085 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $379,644 | OtherExpendituresAmt |
| Administrative Expenses | $753,426 | AdministrativeExpensesAmt |
| End Year Balance | $56,673,447 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18690 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81310 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $12,251,500 | InvestmentCostOrOtherBasisAmt |
| Book Value | $12,251,500 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,519 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,251,500 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (13 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| U.S. EQUITIES | $174,486 | F |
| U.S. PORTFOLIO MUTUAL FUNDS | $15,813,595 | F |
| INTERNATIONAL EQUITIES MUTUAL FUNDS | $13,266,975 | F |
| FIXED INCOME MUTUAL FUNDS | $2,772,555 | F |
| U.S. PORTFOLIO COLLECTIVE INVESTMENT FUNDS | $13,278,324 | F |
| INTERNATIONAL EQUITIES COLLECTIVE INVESTMENT FUNDS | $9,951,552 | F |
| MORTGAGE-BACKED SECURITIES | $1,450,874 | F |
| CORPORATE BONDS | $7,460,466 | F |
| GOVERNMENT OBLIGATIONS | $2,981,524 | F |
| MUNICIPAL BONDS | $4,294,474 | F |
| U.S. TREASURY NOTES | $1,546,774 | F |
| REAL ASSETS | $541,323 | F |
| PRIVATE EQUITY | $3,469,635 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $77,002,557 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITY PAYABLE | Desc |
| Amt | $570,090 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $570,090 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,370,965 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,127,060 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $645,283 | OtherRevenueAmt |
| Revenue Not Reported | -$481,777 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,852,742 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,852,742 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,394,924 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $645,283 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $645,283 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,749,641 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,749,641 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 139,176. SPECIAL EVENTS DIRECT EXPENDITURES NETTED AGAINST SPECIAL EVENTS REVENUE 506,107. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED AGAINST RENTAL INCOME 139,176. SPECIAL EVENTS DIRECT EXPENDITURES NETTED AGAINST SPECIAL EVENTS REVENUE 506,107. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $346,550 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $166,300 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $180,250 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $216,480 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $81,010 | OtherDirectExpensesEvent1Amt |
| Event2 | WANDERLUST | Event2Nm |
| Gross Receipts Event2 | $142,733 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $33,730 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $109,003 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $64,954 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Other Events | $781,530 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $293,131 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $488,399 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $2,500 | CashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $43,023 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $98,140 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,270,813 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $493,161 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $777,652 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,500 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $259,503 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $244,104 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $506,107 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $271,545 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA GULF COAST UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BLVD SOUTH | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33965 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 650753801 | RecipientEIN |
| IRC Section | GOVERNMENT ENTITY | IRCSectionDesc |
| Cash Grant | $5,211,565 | CashGrantAmt |
| Purpose Of Grant | SCHOLARSHIPS AND UNIVERSITY SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILSON G BRADSHAW | ||||||||||||||
| PRESIDENT | $0 | $149,724 | $0 | $130,000 | $0 | $117,201 | $0 | $87,462 | $0 | $18,612 | $0 | $502,999 | $0 | $0 |
| CHRISTOPHER SIMONEAU | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $218,973 | $0 | $0 | $0 | $1,660 | $0 | $23,028 | $0 | $17,894 | $0 | $261,555 | $0 | $0 |
| STEVE MAGIERA | ||||||||||||||
| ASSISTANT TREASURER | $0 | $235,713 | $0 | $0 | $0 | $13,140 | $0 | $38,605 | $0 | $18,024 | $0 | $305,482 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JOHN FUMAGALLI | |||
| PRESIDENT OF NORTHERN TRUST BRANCH AND A FOUNDATION BOARD MEMBER. | $280,314 | INTEREST PAYMENTS ON LOANS HELD BY NORTHERN TRUST. | 0 |
| EDWARD MORTON | |||
| BOARD MEMBER OF ORGANIZATION AND OFFICER OF INVESTMENT MANAGEMENT COMPANY | INVESTMENT MANAGEMENT SERVICES | 0 | |
| DAVID CALL | |||
| BOARD MEMBER OF ORGANIZATION AND OFFICER OF FINANCIAL INSTITUTION | OPERATING BANK ACCOUNT HELD AT FINANCIAL INSTITUTION | 0 | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA GULF COAST UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 FGCU BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33965 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650753801 | EIN |
| Primary Activities | UNIVERSITY EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | GOVERNMENT ENTITY | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| FLORIDA GULF COAST UNIVERSITY | |
| B | $2,010,395 |
| FLORIDA GULF COAST UNIVERSITY | |
| J | $384,000 |
| FLORIDA GULF COAST UNIVERSITY | |
| L | $8,384,529 |
| FLORIDA GULF COAST UNIVERSITY | |
| Q | $180,548 |
| FLORIDA GULF COAST UNIVERSITY | |
| R | $3,186,194 |
Comments