2014-03-21T14:14:59-05:00 2013-06-30 420714325 MCGLADREY LLP 7351 OFFICE PARK PLACE MELBOURNE FL 32940 990 2012-07-01 590974739 THE UNIVERSITY OF FLORIDA FOUNDATION INC UNIV 3523925475 PO BOX 14425 GAINESVILLE FL 32604 DAVID CHRISTIE 3523925475 2014-02-25 1 THERESA A BURDINE CPA P00362629 3217516200 2012 2015-11-30 17:44:51Z TOM MITCHELL PO BOX 14425 GAINESVILLE FL 32604 744686561 0 X WWW.UFF.UFL.EDU X 1964 FL THE UNIVERSITY OF FLORIDA FOUNDATION, INC. IS A NOT-FOR-PROFIT ORGANIZATION WHOSE PURPOSE IS TO RAISE, INVEST, AND MANAGE FUNDS WHICH ARE USED TO ASSIST WITH THE TEACHING, RESEARCH, AND SERVICE MISSION OF THE UNIVERSITY OF FLORIDA. 96 88 89 500 3712035 2613538 112642549 109923483 0 0 33811873 54064232 6558026 8691691 153012448 172679406 88965132 96646728 0 0 26989315 6942745 521292 587384 8845944 11293586 23267649 127769325 127444506 25243123 45234900 1694623812 1807778950 70003110 75487868 1624620702 1732291082 X THE MISSION OF THE UNIVERSITY OF FLORIDA FOUNDATION, INC. IS TO SUPPORT AND ENHANCE THE UNIVERSITY OF FLORIDA BY ENCOURAGING ALUMNI AND FRIENDS TO PROVIDE PRIVATE FUNDS AND OTHER RESOURCES FOR THE UNIVERSITY'S BENEFIT, TO MANAGE THOSE ASSETS, TO PROVIDE VOLUNTEER LEADERSHIP IN SUPPORT OF THE UNIVERSITY'S OBJECTIVES, AND TO PERFORM ALL BUSINESS-RELATED MATTERS TO ACCOMPLISH THESE PURPOSES. 0 0 34340215 33663923 0 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. 18927494 6921650 0 THE FOUNDATION 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. 16571017 16446618 0 THE FOUNDATION 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. 44137687 39614537 0 THE FOUNDATION RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR THE UNIVERSITY OF FLORIDA IN OTHER WAYS, INCLUDING RESEARCH FUNDING, EQUIPMENT PURCHASES, AND DONOR PROVIDED FINANCIAL AID TO QUALIFIED STUDENTS. 44137687 39614537 113976413 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 0 0 1 1 0 0 0 1 0 1 0 1 152 0 1 89 1 1 1 0 0 0 1 1 1 1 1 5 0 0 1 0 0 0 0 X 96 88 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AZ CA KY MD MI MN NH NJ NY OH OR SC UT WA WI X X DAVID CHRISTIE 3523925475 1938 W UNIVERSITY AVENUE GAINSVILLE FL 32603 X WILLIAM J ALCORN 1.00 X 0 0 0 REBECCA S ALLEN 1.00 X 0 0 0 SUSAN M CAMERON 1.00 X 0 0 0 EARL COTMAN 1.00 X 0 0 0 MARSHALL M CRISER III 1.00 X 0 0 0 TROY M DAVIS 1.00 X 0 0 0 DAVID DIZNEY 1.00 X 0 0 0 THOMAS M DONAHOO 1.00 X 0 0 0 WILLIAM E DUDZIAK 1.00 X 0 0 0 MARTIN L FACKLER 1.00 X 0 0 0 JOHN W FROST II 1.00 X 0 0 0 THOMAS E GIBBS 1.00 X 0 0 0 ROBERT H GIDEL 1.00 X 0 0 0 JAMES W HEAVENER 1.00 X 0 0 0 LINDA P HUDSON 1.00 X 0 0 0 DAVID H HUGHES 1.00 X 0 0 0 JON W KIRKPATRICK III 1.00 X 0 0 0 MARY LANE 1.00 X 0 0 0 DELORES T LASTINGER 1.00 X 0 0 0 TERI LEVIN 1.00 X 0 0 0 GARY LIBBY 1.00 X 0 0 0 CARLOS E MARTINEZ 1.00 X 0 0 0 JOELEN K MERKEL 1.00 X 0 0 0 JEROME H MODELL 1.00 X 0 0 0 ERIC NICKELSEN 1.00 X 0 0 0 DEBRA G NOUSS 1.00 X 0 0 0 LOUIS H OBERNDORF 1.00 X 0 0 0 MICHAEL W POOLE 1.00 X 0 0 0 KATHRYN S PRESSLY 1.00 X 0 0 0 ALEXIS C PUGH 1.00 X 0 0 0 DAVIS M REMBERT JR 1.00 X 0 0 0 FRED N ROBERTS SR 1.00 X 0 0 0 GARRSION A ROLLE 1.00 X 0 0 0 BOB ROTHMAN 1.00 X 0 0 0 JOSE M SANCHEZ 1.00 X 0 0 0 THOMAS J SHANNON JR 1.00 X 0 0 0 JEFFERY S SHUMAN 1.00 X 0 0 0 RICARD A STAAB 1.00 X 0 0 0 CHARLES P STEINMETZ 1.00 X 0 0 0 HANS G TANZLER III 1.00 X 0 0 0 WARREN L TEDDER JR 1.00 X 0 0 0 JOHN K VREELAND 1.00 X 0 0 0 JOEL D WAHLBERG 1.00 X 0 0 0 MARY JO WALKER 1.00 X 0 0 0 B J WILDER 1.00 X 0 0 0 NATHAN S COLLIER 1.00 X 0 0 0 JOHN H DASBURG 1.00 X 0 0 0 SNEAD Y DAVIS 1.00 X 0 0 0 WILLIAM A EMERSON 1.00 X 0 0 0 FREDERICK E FISHER 1.00 X 0 0 0 DON FUQUA 1.00 X 0 0 0 GARY R GERSON 1.00 X 0 0 0 PEDRO J GREER JR 1.00 X 0 0 0 BEN HILL GRIFFIN III 1.00 X 0 0 0 JOHN B HIGDON JR 1.00 X 0 0 0 ANDREW H HINES JR 1.00 X 0 0 0 WILLIAM R HOUGH 1.00 X 0 0 0 KEITH T KOENIG 1.00 X 0 0 0 ROBERT F LANZILLOTTI 1.00 X 0 0 0 ALLEN L LASTINGER JR 1.00 X 0 0 0 DAVID LAWRENCE JR 1.00 X 0 0 0 ROBERT C MAGOON 1.00 X 0 0 0 WAYNE K MASUR 1.00 X 0 0 0 J WAYNE MIXSON 1.00 X 0 0 0 CORNEAL B MYERS JR 1.00 X 0 0 0 AL O'NEILL 1.00 X 0 0 0 NELL W POTTER 1.00 X 0 0 0 EARL W POWELL 1.00 X 0 0 0 JUDY LYNN PRINCE 1.00 X 0 0 0 JOHNSON S SAVARY 1.00 X 0 0 0 LEWIS M SCHOTT 1.00 X 0 0 0 STEPHEN SHEY 1.00 X 0 0 0 RICHARD T SMITH 1.00 X 0 0 0 ALFRED C WARRINGTON IV 1.00 X 0 0 0 C DAVID BROWN II 1.00 X 0 0 0 ROBERT A BRYAN 1.00 X 0 0 0 MARSHAL M CRISER JR 1.00 X 0 0 0 JUAN A GALAN JR 1.00 X 0 0 0 JOSEPH GLOVER 1.00 40.00 X 0 367320 32067 WENDY D GRAHAM 1.00 40.00 X 0 209724 30840 DAVID S GUZICK 1.00 40.00 X 0 1226335 35477 JULIE A JOHNSON 1.00 40.00 X 0 0 0 JOHN V LOMBARDI 1.00 X 0 0 0 J BERNARD MACHEN 1.00 40.00 X 0 1096575 34039 W A MCGRIFF III 1.00 X 0 0 0 LINDA C MCGURN 1.00 X 0 0 0 CYNTHIA F O'CONNELL 1.00 X 0 0 0 PAUL OKUNIEFF 1.00 40.00 X 0 765086 35570 WHITFIELD M PALMER JR 1.00 X 0 0 0 JACK M PAYNE 1.00 40.00 X 0 295435 39222 WINFRED M PHILLIPS 1.00 40.00 X 0 401355 31761 DOYLE ROGERS 1.00 X 0 0 0 JASON J ROSENBURG 1.00 X 0 0 0 JOAN D RUFFIER 1.00 X 0 0 0 TJ VILLAMIL 1.00 X 0 0 0 A WARD WAGNER JR 1.00 X 0 0 0 KELLEY A BERGSTROM 1.00 X 0 0 0 SCOTT G HAWKINS 1.00 X 0 0 0 THOMAS J MITCHELL 40.00 1.00 X 441966 0 32931 LESLIE D BRAM 40.00 1.00 X 117068 0 14686 MATTHEW M FAJACK 1.00 40.00 X 0 261790 35612 ALAN M WEST 40.00 0.00 X 112733 0 12095 SUSAN G GOFFMAN 40.00 0.00 X 127071 0 13153 L CARTER BOYDSTUN 40.00 0.00 X 183769 0 25269 ORRIE COVERT 40.00 0.00 X 166960 0 28008 CYNTHIA F BUTLER 40.00 0.00 X 156682 0 28501 J ANN MCELWAIN 40.00 0.00 X 154015 0 26038 KATHLEEN MURRAY 40.00 0.00 X 149892 0 29174 RYAN MARSH 40.00 0.00 X 146310 0 28375 PAUL A ROBELL 40.00 0.00 X 0 137638 23838 1756466 4761258 536656 10 1 1 0 UNIVERSITY OF FLORIDA INVESTMENT CORP 4510 NW 6TH PLACE 2ND FLOOR GAINESVILLE FL 32607 INVESTMENT MANAGEMENT 2302110 RUFFALOCODY PO BOX 3018 CEDAR RAPIDS IA 52406 PROFESSIONAL FUNDRAISERS 596647 MARKETING COMMUNICATION RESOURCE 731 BETA DR MAYFIELD VILLAGE OH 44143 PRINTING AND PUBLICATIONS 372223 ELLUCIAN SUPPORT INC 4 COUNTRY VIEW ROAD MALVERN PA 19355 SOFTWARE MAINTENANCE 271040 COMMUNITY COUNSELLING SERVICE CO LLC 461 FIFTH AVE 3RD FLOOR NEW YORK NY 10017 PROFESSIONAL FUNDRAISERS 237640 8 X 362023 114169 109447291 17210873 109923483 -1531000 3712035 -5243035 2598712 2598712 554024 633752 -79728 -79728 -79728 624110890 2857745 569375231 1998172 54735659 859573 55595232 55595232 MISCELLANEOUS 900099 3687950 3687950 TRANSFERS FROM COMPONE 900099 2188140 2188140 REUNIONS AND OTHER EVE 900099 296617 296617 6172707 172679406 8771419 3712035 50272469 X 96646728 96646728 877452 482599 394853 4483623 350470 1227908 2905245 938332 938332 397884 89252 -1445484 1754116 245454 1798 142813 100843 43672 36151 7096 425 130200 130200 2550 2550 587384 587384 1711019 1711019 1475158 721467 181925 571766 18730 1150 11801 5779 1576687 489874 138766 948047 169557 104534 65023 6716674 6689870 16155 10649 763651 50733 29443 683475 885968 216721 111677 557570 519270 519270 426301 191845 219759 14697 239284 28312 210972 BAD DEBT EXPENSE 5321952 5320236 1716 0 MISCELLANEOUS 2378935 2310345 41855 26735 ENTERTAINMENT 404960 30611 4718 369631 REPAIRS & MAINTENANCE 340351 0 340204 147 142730 281580 11591 -150441 127444506 113976413 4622149 8845944 X 4650873 13514638 5220725 75169020 84563376 87296670 787444 290118 244844 49936695 5541915 19010518 44394780 4604550 1243804 1493581467 1527889656 82702185 57238094 1694623812 1807778950 12296107 9106802 2052500 1642000 14816327 14610358 1792768 1686154 39045408 48442554 70003110 75487868 X 175578 10065267 499840084 559017096 1124605040 1163208719 1624620702 1732291082 1694623812 1807778950 X 45234900 61638304 797176 X X 0 1 X 1 0 X 138271443 115410384 118905765 112642549 109923483 595153624 1442256 1458225 1392924 1343369 1256705 6893479 139713699 116868609 120298689 113985918 111180188 602047103 40683478 561363625 11835903 12865141 -184881 -187330 1621736 25950569 3484290 3675082 4971325 5993785 6172707 24297189 652294861 0.86060 0.83860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 1 2550 0 0 2550 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: ALL LOBBYING EXPENDITURES ARE INCURRED IN SUPPORT OF THE UNIVERSITY OF FLORIDA. LOBBYING EXPENDITURES INCLUDE PAYMENTS TO LOBBYISTS AND LOBBYING ORGANIZATIONS. THESE PAYMENTS CONSIST OF MEMBERSHIP DUES AS APPROVED BY THE UNIVERSITY OF FLORIDA. 1 0 1500 12703 1 1 X X 1 0.25 0 0 1 1 4.00 375 1504986 35198437 X X X X 1 1263277378 41170114 113672364 11520485 33433560 13523201 1359642610 1295313181 25532457 500314 11249015 32545590 14273969 1263277378 1104572604 56022039 187399473 10172881 29460172 13047882 1295313181 1055987256 34051730 103431556 9388443 27518658 12224932 1144338509 1290712688 39508358 -222034088 10569246 31159481 10470975 1055987256 0.00000 1.00000 0.00000 0 0 41699599 41699599 6337156 3886712 2450444 1899940 1655203 244737 44394780 CORPORATE BONDS 18797 F COMMINGLED FUNDS 36180225 F HEDGE STRATEGIES 3155437 F PRIVATE EQUITY 1488535197 F 1527889656 TRUST LIABILITY 14525526 AMOUNTS INVESTED ON BEHALF OF UF EN 27114306 PRESENT VALUE OF FUTURE ANNUITY 6457315 DEFERRED MANAGEMENT FEES 345407 48442554 X 246734901 61638305 9020975 2762463 73421743 173313158 -633752 -633752 172679406 139103286 9020975 5100222 14121197 124982089 2462417 2462417 127444506 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE ESTABLISHED FOR A MULTITUDE OF REASONS TO BENEFIT THE UNIVERSITY OF FLORIDA. THE REASONS INCLUDE, BUT ARE NOT LIMITED TO, PROFESSORSHIPS, SCHOLARSHIPS, RESEARCH, FACILITIES AND GENERAL COLLEGE SUPPORT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: FIN 48 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 2,762,463. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXEPENSE NETTED AGAINST RENTAL REVENUE ON PART VIII -633,752. PART XII, LINE 2D - OTHER ADJUSTMENTS: UF ALUMNI ASSOCIATION ACTIVITY REPORTED ON SEPARATE RETURN 4,466,470. RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE ON PART VIII 633,752. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFERS TO UF ALUMNI ASSOCIATION NOT SHOWN FOR BOOK PURPOSES 1,739,007. PENSION CHANGES SHOWN AS 'OTHER' ON FINANCIAL STATEMENTS -4,598,542. PROVISION FOR DOUBTFUL PLEDGES SHOWN AS 'OTHER' ON FINANCIAL STATEMENTS 5,321,952. X X X X X X 1 RUFFALOCODY 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 PHONE PROGRAM 0 1123332 573453 549879 SCOTT I PEEK 2629 SILVERMOSS DRIVE WESLEY CHAPEL FL 33544 FUNDRAISING 0 0 13931 13931 1123332 587384 563810 AK AZ AL AR CA CO FL GA HI IL KS KY LA MD MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI CT 1 UNIVERSITY OF FLORIDA PO BOX 113203 GAINESVILLE FL 32611 596002052 7933114 APPRAISAL, FMV NON-CASH DONATIONS OF TANGIBLE PERSONAL ALLOCATION UNIVERSITY OF FLORIDA PO BOX 113203 GAINESVILLE FL 32611 596002052 14037828 SCHOLARSHIPS UF ALUMNI ASSOCATION PO BOX 14425 GAINESVILLE FL 32604 592911059 501C3 1739007 ALLOCATION UNIVERSITY OF FLORIDA PO BOX 113203 GAINESVILLE FL 32611 596002052 72936779 ALLOCATION 1 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE UF FOUNDATION 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 UF ALUMNI ASSOCIATION (UFAA) OPERATES AS A UNIT WITHIN THE UNIVERSITY OF FLORIDA FOUNDATION. THEREFORE, ALL CASH DISBURSEMENTS FOR THE UFAA ARE SUBJECT TO THE SAME CONTROLS AS THE UF FOUNDATION. THE UF FOUNDATION 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 UF FOUNDATION AND ARE DEEMED ADEQUATE. X X 1 1 0 0 0 0 0 0 0 0 0 JOSEPH GLOVER 0 356350 0 0 0 10970 0 25380 0 6687 0 399387 0 0 WENDY D GRAHAM 0 209724 0 0 0 0 0 18025 0 12815 0 240564 0 0 DAVID S GUZICK 0 775053 0 40000 0 411282 0 15113 0 20364 0 1261812 0 0 J BERNARD MACHEN 0 432774 0 100000 0 563801 0 19266 0 14773 0 1130614 0 0 PAUL OKUNIEFF 0 590439 0 0 0 174647 0 15206 0 20364 0 800656 0 0 JACK M PAYNE 0 281985 0 0 0 13450 0 24493 0 14729 0 334657 0 0 WINFRED M PHILLIPS 0 381147 0 0 0 20208 0 25067 0 6694 0 433116 0 0 THOMAS J MITCHELL 323668 0 75000 0 43298 0 18191 0 14740 0 474897 0 0 0 MATTHEW M FAJACK 0 249912 0 0 0 11878 0 20895 0 14717 0 297402 0 0 L CARTER BOYDSTUN 182343 0 0 0 1426 0 12454 0 12815 0 209038 0 0 0 ORRIE COVERT 165658 0 0 0 1302 0 15193 0 12815 0 194968 0 0 0 CYNTHIA F BUTLER 155450 0 0 0 1232 0 15686 0 12815 0 185183 0 0 0 J ANN MCELWAIN 154015 0 0 0 0 0 13223 0 12815 0 180053 0 0 0 KATHLEEN MURRAY 134253 0 0 0 15639 0 17427 0 11747 0 179066 0 0 0 RYAN MARSH 144061 0 0 0 2249 0 15560 0 12815 0 174685 0 0 0 PAUL A ROBELL 0 43337 0 0 0 94301 0 18336 0 5502 0 161476 0 0 PART I, LINE 1A PRIVATE AIRCRAFT ARE USED, AS APPROPRIATE, WHEN UNIVERSITY OF FLORIDA FOUNDATION (UFF) DIRECTORS OR OFFICERS NEED TO MAKE A FUNDRAISING TRIP TO A LOCATION BEST ACCESSED BY SUCH PLANES. TRAVEL IS PROVIDED, ON FUNDRAISING TRIPS, FOR COMPANIONS OF UFF DIRECTORS OR OFFICERS 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 839632 15450000 44950 450000 14955050 2010 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 57 1693580 FAIR MARKET VALUE X 176324 FAIR MARKET VALUE X 121 6228513 FAIR MARKET VALUE X 1 5000000 FAIR MARKET VALUE X 6 1058474 FAIR MARKET VALUE X 47 809849 FAIR MARKET VALUE X LIVESTOCK 16 79503 FAIR MARKET VALUE X EQUIPMENT AND SUPPLIES 89 2017119 FAIR MARKET VALUE X AUCTION ITEMS 185 37732 FAIR MARKET VALUE X SPONSORSHIP TICKETS/MEDIA 2 31918 FAIR MARKET VALUE 51 0 1 1 THIRD PARTY USE: 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 -MARSHALL CRISER, JR AND MARSHALL CRISER, III -JIM PUGH AND ALEXIS PUGH FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY PRESIDENT SELECTS TWO DEANS AND TWO FACULTY 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/COO 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 18 THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. IN ADDITION, A COPY WILL BE MADE AVAILABLE UPON REQUEST. THE 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL ARE AVAILABLE ON THE UNIVERSITY OF FLORIDA FOUNDATION'S WEBSITE AND UPON REQUEST. AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII UNIVERSITY OF FLORIDA - EACH OF THE FOLLOWING INDIVIDUALS DEVOTES 40 HOURS PER WEEK: JOSEPH GOLVER WENDY D. GRAHAM DAVID S. GUZICK JULIE A. JOHNSON J. BERNARD MACHEN PAUL OKUNIEFF JACK M. PAYNE WINFRED M. PHILLIPS MATTHEW M. FAJACK IN-KIND FUNDRAISING SALARIES FORM 990, PART VIII, LINE 1D AND PART IX, LINE 7 IN THE PRIOR YEAR, THE TOTAL AMOUNTS ON LINE 1D OF PART VIII AND LINE 7 OF PART IX INCLUDED $9,376,422 OF FUNDRAISER'S SALARIES AND EXPENSES PAID BY VARIOUS COLLEGES OF THE UNIVERSITY. THE CURRENT YEAR AMOUNT FOR THESE SALARIES AND EXPENSES OF $7,636,976 HAS BEEN RECLASSIFIED TO LINE 2B OF SCHEDULE D, PART XI AND LINE 2A OF SCHEDULE D, PART XII TO BETTER CONFORM TO THE GUIDANCE PROVIDED IN THE FORM 990 INSTRUCTIONS. THE RECLASSIFICATION HAD NO IMPACT ON THE NET ASSETS IN THE PRIOR YEAR. FRINGE BENEFIT POOL FORM 990, PART IX, LINE 9 THE ORGANIZATION PAYS A FRINGE BENEFIT POOL RATE ON ALL SALARIES FOR BENEFITS AND PAYROLL TAXES. THIS FULL AMOUNT IS BEING REPORTED ON LINE 9 FOR OTHER EMPLOYEE BENEFITS. PENSION CHANGES FORM 990, PART IX, LINE 9 INCLUDED IN THE $397,884 OF OTHER BENEFITS REPORTED ON LINE 9 ARE DECREASES ON EXPENSE OF $2,253,285 FOR MANAGEMENT AND GENERAL AND $1,931,387 FOR FUNDRAISING DUE TO THE PENSION CHANGES AND OTHER NET PENSI0N COSTS. ALL OTHER FUNCTIONAL EXPNESES FORM 990, PART IX, LINE 24E DUES AND SUBSCRIPTIONS OF $128,026: PROGRAM SERVICE $266,876 MANAGEMENT AND GENERAL $11,591 FUNDRAISING -$150,441 TAXES ON UNRELATED BUSINES INCOME OF $14,704: PROGRAM SERVICE $14,704 MANAGEMENT AND GENERAL $0 FUNDRAISING $0 FORM 990, PART X, LINE 10A THE TOTAL AMOUNT ON LINE 10A INCLUDES $9,420,109 OF REAL ESTATE HELD FOR SALE AND $15,719,467 OF LAND PRESERVE. IN THE PRIOR YEAR THE BALANCES OF THESE TWO ACCOUNTS ($11,106,906 AND $15,719,467, RESPECTIVELY) WERE INCLUDED ON LINE 15 AS OTHER ASSETS. THE BALANCES HAVE BEEN RECLASSIFIED TO LINE 10A IN THE CURRENT YEAR TO BETTER CONFORM TO THE GUIDANCE PROVIDED IN THE FORM 990 INSTRUCTONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: INCREASE IN SPLIT VALUE AGREEMENT 762,176. 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 CONSISTENT WITH THE PRIOR YEAR. 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