2013-04-10T19:25:29-05:00 2012-06-30 592922169 SALTMARSH CLEAVELAND & GUND 900 NORTH 12TH AVENUE PENSACOLA FL 32501 990 2011-07-01 596166292 UNIVERSITY OF WEST FLORIDA FOUNDATION INC UNIV 8504743118 11000 UNIVERSITY PKWY BLDG 12 PENSACOLA FL 325145732 SHERI POPE 8504742487 2013-03-30 1 MOLLY MURPHY CPA P00985783 8504358300 2013-03-27 2011 2016-02-25 16:41:14Z SHERI POPE 11000 UNIVERSITY PKWY BLDG 12 PENSACOLA FL 325145732 40001577 0 X WWW.UWF.EDU/FOUNDATION X 1965 FL SEE SCHEDULE O. 27 25 0 0 -530 -530 2916218 4076386 9143076 10033172 2847591 3444626 27400 26480 14934285 17580664 956273 915862 0 0 2601805 2917765 44471 49744 266139 12099459 8977369 15702008 12860740 -767723 4719924 136083409 134088951 61238526 59441933 74844883 74647018 X SOLICITING, RECEIVING, AND ADMINISTERING GIFTS AND BEQUESTS OF PROPERTY AND FUNDS FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE PURPOSES ALL FOR THE ADVANCEMENT OF THE UNIVERSITY OF WEST FLORIDA (UWF). TO PROMOTE AND SUPPORT EDUCATION AND EDUCATION FACILITIES, INCLUDING HOUSING AT UWF. 0 0 8334027 10173888 STUDENT HOUSING PROGRAM - THE UWF DEPARTMENT OF HOUSING AND RESIDENCE LIFE PROVIDES HOUSING FOR APPROXIMATELY 15.3%, I.E., OVER 1,840 STUDENTS AND 65 STUDENT STAFF, OF THE UNIVERSITY'S STUDENT BODY. OCCUPANCY OF DORMS IS CONSISTENTLY MAINTAINED AT 100%. IN ADDITION TO RESIDENTIAL SERVICES, HOUSING OFFERS OVER 2,000 EDUCATIONAL AND SOCIAL PROGRAMS DESIGNED TO ENHANCE THE STUDENTS' LEARNING ENVIRONMENT AS WELL AS ENRICH THE STUDENTS' COLLEGE EXPERIENCE. 734364 734364 STUDENT SCHOLARSHIP PROGRAM: THE UWF FOUNDATION AWARDED MORE THAN $1,127,862 IN SCHOLARSHIPS TO 924 UWF STUDENTS. THESE SCHOLARSHIPS HELPED TO ENSURE THOSE STUDENTS GAINED A HIGHER EDUCATION. ONE OF THE NEWER SCHOLARSHIPS PROMOTED DURING THE YEAR WAS THE FIRST GENERATION SCHOLARSHIP. THIS SCHOLARSHIP ENABLES STUDENTS, WHO ARE FIRST GENERATION IN THEIR FAMILY TO ATTEND COLLEGE, TO BE ABLE TO AFFORD COLLEGE TUITION. THE FOUNDATION RAISED AND AWARDED $212,000 OF FIRST GENERATION SCHOLARSHIPS DURING THE YEAR. 284133 EMINENT SCHOLARS AND PROFESSORSHIPS: THE UWF FOUNDATION HAD 2 EMINENT SCHOLARS AND 5 DISTINGUISHED PROFESSORS DURING THE FISCAL YEAR. THESE PROFESSORSHIPS HELPED TO ADVANCE THE EDUCATIONAL MISSION OF THE UNIVERSITY BY HAVING DISTINGUISHED AND SPECIALIZED PROFESSORS TEACH STUDENTS. 2151006 181498 ALL OTHER PROGRAMS: THE UWF FOUNDATION HAS AGENCY ACCOUNTS WHICH SUPPORT THE MISSION OF CERTAIN DEPARTMENTS AND COLLEGES WITHIN THE UNIVERSITY. THESE ACCOUNTS PRIMARILY CONSIST OF DONATED FUNDS TO HELP SUPPORT FACULTY SALARIES, STUDENT SCHOLARSHIPS, LEARNING ENVIRONMENTS, PROFESSIONAL DEVELOPMENT, AND LECTURES. 2151006 181498 11503530 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 1 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 488 0 1 0 1 1 1 CJ 0 0 0 1 1 0 0 0 1 0 X 27 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AK AZ CA CO HI KY LA ME MD MA MI MN NH NJ NY OH OK OR SC UT WA WV WI DC AR MO MS ND NH X X SHERI POPE 8504743380 11000 UNIVERSITY PKWY BLDG 12 PENSACOLA FL 32514 PATRICIA DENKLER 0.40 X X 0 0 0 C RAY JONES 0.40 X X 0 0 0 THE HONORABLE CASEY RODGERS 0.00 X X 0 0 0 BRETT A SHAW 0.10 X X 0 0 0 DAVID CLEVELAND 0.50 X 0 0 0 DR JUDITH BENSE 0.20 X 0 358242 61901 CAROLINE HARTNETT 0.20 X 0 0 0 MICHELLE ANCHORS 0.20 X 0 0 0 LAVERNE BAKER 0.40 X 0 0 0 DOUG DOBSON 0.10 X 0 0 0 JIM DONATELLI 0.10 X 0 0 0 RICK FOUNTAIN 0.20 X 0 0 0 ALAN GIESEMAN 0.20 X 0 0 0 TIM HAAG 0.20 X 0 0 0 BRIAN HAUGEN 0.20 X 0 0 0 JOHN HUTCHINSON 0.10 X 0 0 0 DENNIS LARRY 0.10 X 0 0 0 CORA MERRITT 0.10 X 0 471 0 RICHARD PETERSON 0.30 X 0 0 0 STEVE RIGGS 0.10 X 0 0 0 JUDY BYRNE RILEY 0.20 X 0 0 0 DEBBIE RITCHIE 0.20 X 0 0 0 RICHARD SANFILIPPO 0.10 X 0 0 0 GORDON SPRAGUE 0.20 X 0 0 0 DR PAT WENTZ 0.10 X 0 107476 21096 WAYNE WILLIAMS 0.60 X 0 0 0 BRIAN WYER 0.20 X 0 0 0 SHERI POPE 40.00 X 0 58721 5381 JEFFREY DJERLEK 40.00 X 0 46507 9571 DR KYLE MARRERO 20.00 X 0 154439 27822 HAROLD WHITE 0.00 X 0 255270 29059 CHULA KING 0.00 X 0 203136 32820 MORRIS MARX 0.00 X 0 171556 28747 JOHN AZZARETTO 0.00 X 0 169273 28552 MICHAEL DIECKMANN 0.00 X 0 166251 28503 FRANK RANELLI 0.00 X 0 164652 27990 JAMES HASSELBACK 0.00 X 0 163103 25747 ROBERT FAHNESTOCK 0.00 X 0 154770 29059 DR SUSAN STEPHENSON 0.00 X 0 104459 16075 0 2278326 372323 0 1 1 0 THE HASKELL COMPANY 111 RIVERSIDE AVENUE JACKSONVILLE FL 32202 CONSTRUCTION OF HERITAGE HALL 9719154 JANI-KING 122 WEST PINE STREET PONCHATOULA LA 70454 JANITORIAL SERVICES 341213 WILSON FLOOR COVERING OF PENSACOLA 3800 LIGGETT STREET PENSACOLA FL 32513 FLOOR RENOVATIONS 148553 BLACKBAUD PO BOX 930256 ATLANTA GA 31193 SOFTWARE AND SOFTWARE SUPPORT 103839 4 9160 4067226 57803 4076386 RENTAL INCOME - HOUSIN 721310 9717927 9717927 RENTAL INCOME - OTHER 900099 260423 260423 54822 54822 10033172 1200051 195538 1004513 22128 22128 24664214 22419639 2244575 2244575 2244575 1090 9160 1274 -184 -184 MISC. REVENUE-RELATED- 900099 5066 5066 PARTNERSHIP INCOME 523000 -530 -530 4536 17580664 10233776 -530 3271032 915862 915862 2917765 2358920 429662 129183 20629 8986 11643 68010 37957 30053 70150 10000 60150 49744 49744 329754 4332 325422 483986 388548 92722 2716 364739 331587 24580 8572 294938 205276 42800 46862 1135129 1134326 448 355 291622 243484 36195 11943 78225 68849 2474 6902 1856121 1856121 2038818 2038818 204130 191012 13118 REPAIR/MAINTENANCE/SUPP 925302 921719 3583 UNIVERSITY/STAFF SUPPOR 362608 362608 HOUSING RELATED EXPENSE 238236 238236 MISCELLANEOUS 117292 89209 18221 9862 97680 97680 12860740 11503530 1091071 266139 743421 2957822 28407783 15900197 1627661 2580949 152040 269952 100581 76997 71449786 16718717 41783646 54731069 47200305 41335150 13882921 14377988 2185051 1858827 136083409 134088951 2444117 2178856 58587664 57062717 206745 200360 61238526 59441933 X 10261095 11670526 19068050 16001026 45515738 46975466 74844883 74647018 136083409 134088951 X 4719924 -4917789 X X 0 1 1 X 0 X 6340266 2346122 2939498 2916218 4076386 18618490 6340266 2346122 2939498 2916218 4076386 18618490 18618490 1552377 2348371 1156203 1211005 1004513 7272469 80409 12500 217796 76392 56137 443234 26334193 42092158 0.70700 0.68420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70150 70150 11433380 11503530 725177 181294 0 0 711481 669858 744045 725177 2850561 4275842 60150 60225 55150 70150 245675 177870 167465 186011 181294 712640 1068960 0 0 52292344 574051 -2573643 637572 1040245 939323 47675612 42891001 1379922 10633089 632011 1047701 931956 52292344 39183437 1169999 5032996 565859 1031677 897895 42891001 54255781 1313613 -12398267 1004494 1810024 1173172 39183437 0.01380 0.93980 0.04640 0 0 1454483 1454483 52597353 16475005 36122348 465051 243712 221339 16932899 16932899 54731069 COMMINGLED FUNDS 12208147 F PRIVATE EQUITY FUNDS 1112071 F REAL ESTATE INVESTMENT TRUSTS 1057770 F 14377988 SPLIT INTEREST AGREEMENTS 200360 200360 17580664 12860740 4719924 -4867545 -50244 -4917789 -197865 12687954 -4867545 -25165 -4892710 17580664 0 17580664 12860740 0 12860740 0 12860740 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INCOME FROM THE ENDOWMENT FUNDS IS TO BE USED FOR SCHOLARSHIPS, PROFESSORSHIPS, AND PROGRAMS OF THE UNIVERSITY OF WEST FLORIDA. ALL FUNDS ARE USED TO ADVANCE THE MISSION OF THE UNIVERSITY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN INVESTMENT ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. WITH A FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR YEARS BEGINNING BEFORE 2009. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION (170)(B)(1)(A)(VI) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN S/I AGREEMENT -25,165. CHANGE IN ESTIMATE -25,079. TOTAL TO SCHEDULE D, PART XI, LINE 8: -50,244. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN S/I AGREEMENT VALUE -25,165. 1 CENTRAL AMERICA AND CARIBBEAN 0 0 INVESTMENT 12870000 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD 4000 EUROPE 0 0 PROGRAM SERVICES STUDY ABROAD 14000 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD 2500 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD 2500 0 0 0 0 0 0 12893000 0 12893000 1 0 0 1 1 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: GRANTS AND OTHER ASSISTANCE AWARDED TO INDIVIDUALS OUTSIDE THE UNITED STATES REPRESENTS STUDENT FINANCIAL AID. STUDENTS RECEIVING FINANCIAL AID ARE DETERMINED BY THE FOUNDATION GRANT COMMITTEE. THE COMMITTEE USES CRITERIA THAT ASSESSES ON THE BASE OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED, AND OTHER SIMILAR STANDARDS. THE OFFICE OF FINANCIAL AID AND THE FOUNDATION CONTINUOUSLY MONITOR STUDENT ELIGIBILITY FOR THESE AWARDS. PART I, LINE 3: THE ACCOUNTING METHOD USED IS THE ACCRUAL METHOD. FORM 990, PAGE 3, LINE 16, FORM 990, SCHEDULE F, PART III THE FOUNDATION DOES PROVIDE MORE THAN $5,000 OF GRANTS OR ASSISTANCE TO INDIVIDUALS OUTSIDE OF THE UNITED STATES. HOWEVER, THAT INFORMATION IS MAINTAINED AT THE UNIVERSITY LEVEL. CURRENTLY, THE UNIVERSITY MAINTAINS LIMITED INFORMATION ON FOUNDATION SCHOLARSHIPS OUTSIDE OF THE UNITED STATES, AND IS UNDERGOING A SOFTWARE CONVERSION IN AN EFFORT TO PROVIDE BETTER REPORTING REGARDING FOUNDATION ACTIVITY. X X X X X X 1 CHARITABLE AUTO RESOURCES INC 4669 MURPHY CANYON 100 SAN DIEGO CA 92123 VEHICLE PROGRAM 1 39250 14868 24382 ELIZABETH G HAMBLETON 1198 BAY COURT DESTIN FL 32541 UNDERWRITING 0 36627 9680 26947 ALEXANDER HAAS 3520 PIEDMONT ROAD SUITE 300 ATLANTA GA 30305 CONSULTING 0 0 42435 0 EMO ARCHITECTS INC 1126 THOMASVILLE ROAD TALLAHASSEE FL 32303 ATHLETIC FILM 0 0 15750 0 RAFFALOCODY LLC 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 PHONATHON 0 0 18600 0 75877 101333 51329 AK AR AZ CA CO CT DC HI KY LA MA MD ME MI MN MO MS ND NH NJ NY OH OK SC UT VA WA WI EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE FOUNDATION CONTRACTS WITH CHARITABLE AUTO RESOURCES, INC. (CARS) (FEIN 20-0290042) TO OPERATE ITS VEHICLE DONATION PROGRAM. CARS ACTS AS THE FOUNDATION'S AUTHORIZED AGENT TO ACCEPT DONATED VEHICLES AND SELL THEM TO DEALERS, WHOLESALERS, OR AT AUCTIONS. UPON TRANSFER OF THE VEHICLE OWNERSHIP BY THE DONOR, CARS SENDS A DONATION RECEIPT TO THE DONOR. IN A TIMELY MANNER (NO LESS THAN MONTHLY), CARS PROVIDES PERTINENT DONOR AND VEHICLE INFORMATION TO THE FOUNDATION. SUBSEQUENT TO THE SALES OF THE VEHICLE(S), CARS REMITS THE PROCEEDS, LESS APPLICABLE COMMISSIONS, TO THE FOUNDATION. 1 SCHOLARSHIPS 924 915862 0 FAIR MARKET VALUE N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS AND GRANTS ARE AWARDED BY THE FOUNDATION THROUGH THE UNIVERSITY OF WEST FLORIDA (UWF). UWF ADHERES TO ANY APPLICABLE STATE AND FEDERAL GUIDELINES, AS WELL AS THE GUIDELINES FROM DONOR AGREEMENTS. THE FOUNDATION REIMBURSES UWF FOR AWARDS TO STUDENTS, THUS NO DIRECT PAYMENTS ARE MADE TO GRANT/SCHOLARSHIP RECIPIENTS FROM THE FOUNDATION. X X X 1 1 X X 0 0 0 0 0 0 0 0 0 DR JUDITH BENSE 0 316992 0 41250 0 0 0 55239 0 6662 0 420143 0 274952 DR KYLE MARRERO 0 154439 0 0 0 0 0 13013 0 14809 0 182261 0 0 HAROLD WHITE 0 255270 0 0 0 0 0 22619 0 6440 0 284329 0 223380 CHULA KING 0 203136 0 0 0 0 0 18126 0 14694 0 235956 0 238620 MORRIS MARX 0 171556 0 0 0 0 0 15932 0 12815 0 200303 0 202250 JOHN AZZARETTO 0 169273 0 0 0 0 0 15735 0 12817 0 197825 0 193733 MICHAEL DIECKMANN 0 166251 0 0 0 0 0 15688 0 12815 0 194754 0 0 FRANK RANELLI 0 164652 0 0 0 0 0 15175 0 12815 0 192642 0 199985 JAMES HASSELBACK 0 163103 0 0 0 0 0 12932 0 12815 0 188850 0 192688 ROBERT FAHNESTOCK 0 154770 0 0 0 0 0 22619 0 6440 0 183829 0 205094 DR SUSAN STEPHENSON 0 104459 0 0 0 0 0 0 0 0 0 104459 0 0 PART I, LINE 1A PART I, LINE 1A - HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: J. BENSE, M. ALTIER, AND D. MARKER RECEIVED HOUSING ALLOWANCES. THESE PAYMENTS WERE A PART OF THEIR RESPECTIVE COMPENSATION PACKAGES AND ARE INCLUDED IN W-2 INCOME. PART I, LINE 1A - HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: DR. JUDITH A. BENSE IS A MEMBER OF MCGUIRE'S IRISH POLITICIAN'S CLUB, A LOCAL RESTAURANT MEMBERSHIP GROUP. KYLE MARRERO IS A MEMBER OF PENSACOLA COUNTRY CLUB, A LOCAL COUNTRY CLUB. THESE MEMBERSHIPS ARE USED FOR ENTERTAINING GUESTS OF THE UNIVERSITY OF WEST FLORIDA. ESCAMBIA COUNTY FLORIDA HOUSING FINANCE AUTHORITY - 2005 SERIES 593010066 296120BJ6 2005-12-01 18290000 TO REFUND THE 2002 DORMITORY REVENUE BONDS 0 0 0 ESCAMBIA COUNTY FLORIDA HOUSING FINANCE AUTHORITY - 2009 SERIES 593010066 NONEXXXXX 2009-04-24 15000000 BANK LOAN TO FINANCE CONSTRUCTION OF STUDENT HOUSING 0 0 0 ESCAMBIA COUNTY FLORIDA HOUSING FINANCE AUTHORITY - 2010 SERIES 593010066 NONEXXXXX 2010-12-30 11717000 REFUND THE 1998 DORMITORY REVENUE BONDS 0 0 0 ESCAMBIA COUNTY FLORIDA HOUSING FINANCE AUTHORITY - 2011 SERIES 593010066 296120CU0 2011-02-15 16189083 DORMITORY REVENUE BONDS FOR CONSTRUCTION OF STUDENT HOUSING 0 0 0 18370470 17725312 310158 335000 1 1 1 1 15000000 1000000 969221 136000 12894779 2010 0 0 1 1 11717000 11619336 97664 1 0 1 1 16189083 260523 316533 305318 15306709 2012 0 0 1 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 40 39250 IMMEDIATE SALE OF ITEM X 1 1114 HIGH/LOW AVG @ D.O.G. X 24 0 SEE COMMENTS - PART II X YAMAHA B.G. PIANO 1 15000 APPRAISED VALUE X GEMEINHARDT FLUTE 1 2439 APPRAISED VALUE 1 0 1 1 THIRD PARTY USE: PART I, LINE 32B: LINE 32(B): THE FOUNDATION CONTRACTS WITH CHARITABLE AUTO RESOURCES, INC. (CARS) (FEIN 20-0290042) TO OPERATE ITS VEHICLE DONATION PROGRAM. CARS ACTS AS THE FOUNDATION'S AUTHORIZED AGENT TO ACCEPT DONATED VEHICLES AND SUBSEQUENTLY SELL THEM TO DEALERS, WHOLESALERS, OR AT AUCTIONS. UPON TRANSFER OF THE VEHICLE'S TITLE BY THE DONOR, CARS SENDS A DONATION RECEIPT TO THE DONOR. CARS NOTIFIES THE FOUNDATION ON A TIMELY BASIS WITH THE PERTINENT DONOR AND VEHICLE INFORMATION. SUBSEQUENT TO THE SALE OF THE VEHICLE(S), CARS REMITS TO THE FOUNDATION PROCEEDS LESS THE APPLICABLE COMMISSIONS. NON REPORTING OF REVENUE: PART I, LINE 33: REVENUES FOR NON-CASH CONTRIBUTIONS NOTED IN LINE 18 ARE NOT REPORTED BECAUSE (1) THE COST OF AN APPRAISAL OR VALUATION WOULD EXCEED THE BENEFIT OF THE GIFT; AND/OR (2) NO MARKET READILY EXISTS FOR THE SALE OF THESE ITEMS. PART 1, LINE 18: INCLUDED IN THIS CATEGORY ARE JAPANESE CLOTHING AND COLLECTIBLES; GENTLY-USED VIDEO, PHOTOGRAPHY, AND BUSINESS EQUIPMENT; TWO REFRIGERATORS AND AS-BUILT DRAWINGS FOR DEPARTMENT OF APPLIES SCIENCE, TECHNOLOGY, AND ADMINISTRATION (I.E., CONSTRUCTION PROGRAM). DURING THE FISCAL YEAR, THERE WERE NO DONATIONS OF MARKETABLE SECURITIES RECEIVED AS PLEDGE PAYMENTS. IF THERE HAD BEEN SUCH PLEDGE PAYMENTS, THEY WOULD BE CREDITED AGAINST THE PLEDGE RECEIVABLE RATHER THAN CURRENT YEAR CONTRIBUTION INCOME AND WOULD NOT BE INCLUDED IN LINE 9 (SECURITIES - PUBLICLY TRADED). LINE 1 THROUGH 28, COLUMN (B): PER SCHEDULE M INSTRUCTIONS, THE NUMBER OF ITEMS RECEIVED (EXCEPT FOR LINE 9, "SECURITIES PUBLICLY TRADED") ARE REPORTED IN COLUMN (B), FOR LINE 9 ITEMS, THE NUMBER OF CONTRIBUTORS RECEIVED (VERSUS NUMBER OF EQUITY SHARES) ARE REPORTED. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO BOARD REVIEW, THE FORM 990 IS REVIEWED BY THE BUDGET, AUDIT, ALLOCATION COMMITTEE. AFTER THAT REVIEW, THE DRAFT OF THE FORM 990 IS PRESENTED TO ALL BOARD MEMBERS PRIOR TO THE MARCH BOARD MEETING. THE BOARD SUGGESTS EDITS. AFTER THE EDITS ARE MADE, THE ENTIRE BOARD APPROVES THE DOCUMENT FOR FILING. THE APPROPRIATE SIGNATURES ARE OBTAINED AND THE FORM 990 IS MAILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER RECEIVES A CONFLICT OF INTEREST QUESTIONNAIRE. ALL BOARD MEMBERS ARE REQUIRED TO FILL OUT AND SIGN THE QUESTIONNAIRE. BOARD MEMBERS OR OFFICERS WHO HAVE DECLARED OR HAVE BEEN FOUND TO HAVE A CONFLICT OF INTEREST SHALL REFRAIN FROM CONSIDERATION OF PROPOSED TRANSACTIONS, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION. PERSONS WITH CONFLICTS SHALL NOT VOTE, PARTICIPATE IN DISCUSSION OR BE PRESENT AT THE TIME OF THE VOTE. ANY PROPOSED TRANSACTION IN WHICH A CONFLICT OF INTEREST HAS BEEN DECLARED OR FOUND TO EXIST MUST BE APPROVED BY A MAJORITY OF THE DISINTERESTED MEMBERS OF THE BOARD OR THE APPROPRIATE COMMITTEE OF THE BOARD AFTER DISCLOSURE OF THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE UNIVERSITY OF WEST FLORIDA'S BOARD OF TRUSTEES DETERMINES AND APPROVES ALL COMPENSATION. THE DETERMINATION INCLUDES CONSIDERING COMPENSATION RELATIVE TO THE MARKET LEVEL FOR THE JOB FAMILY. CONSIDERATION MAY BE GIVEN TO SUBSTANTIAL, DIRECTLY RELATED EXPERIENCE AND COMPARABLE INTERNAL SALARIES, WHICH MAY INCLUDE FACTORS SUCH AS JOB PERFORMANCE AND LEVEL OF RESPONSIBILITY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THEIR WEBSITE AND UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -4,867,545. CHANGE IN S/I AGREEMENT -25,165. CHANGE IN ESTIMATE -25,079. TOTAL TO FORM 990, PART XI, LINE 5: -4,917,789. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART IV, LINE 16, FORM 990, SCHEDULE F, PART III THE FOUNDATION DOES PROVIDE MORE THAN $5,000 OF GRANTS OR ASSISTANCE TO INDIVIDUALS OUTSIDE OF THE UNITED STATES. HOWEVER, THAT INFORMATION IS MAINTAINED AT THE UNIVERSITY LEVEL. CURRENTLY, THE UNIVERSITY MAINTAINS LIMITED INFORMATION ON FOUNDATION SCHOLARSHIPS OUTSIDE OF THE UNITED STATES, AND IS UNDERGOING A SOFTWARE CONVERSION IN AN EFFORT TO PROVIDE BETTER REPORTING REGARDING FOUNDATION ACTIVITY. UNIVERSITY OF WEST FLORIDA 11000 UNIVERSITY PARKWAY PENSACOLA FL 32514 592976783 HIGHER EDUCATION FL 115(1) N/A N/A 0 WEST FLORIDA HISTORIC PRESERVATION INC 120 CHURCH STREET PENSACOLA FL 32501 237009319 HISTORIC PRESERVATION FL 501(C)(3) 170(B)(1)(A)(IV) N/A 0 UWF BUSINESS ENTERPRISES INC 11000 UNIVERSITY PARKWAY BUILDING 1 PENSACOLA FL 32514 320367342 HIGHER EDUCATION DEVELOPMENT FL 501(C)(3) 170(B)(1)(A)(V) N/A 0 0 0 0 0 0 1 0 0 1 0 1 0 1 1 1 0 1 0 UWF BUSINESS ENTERPRISES INC F 238000 APPRAISAL UNIVERSITY OF WEST FLORIDA K 266139 ACCRUAL ACCOUNTING UNIVERSITY OF WEST FLORIDA N 1248511 ACCRUAL ACCOUNTING UNIVERSITY OF WEST FLORIDA O 2632953 ACCRUAL ACCOUNTING PART V, SECTION 2, LINE 1 THE UWF FOUNDATION SOLD/TRANSFERRED A PIECE OF RENTAL REAL ESTATE APPRAISED AT $238,000 TO UWF BUSINESS ENTERPRISES, INC., FOR CONSIDERATION OF $10.00. THE PROPERTY WAS SOLD TRANSFERRED TO ASSIST WITH START UP ASSETS FOR THE NEW UNIVERSITY DIRECT SUPPORT ORGANIZATION. PART V, SECTION 2, LINE 2 THE UWF FOUNDATION PROVIDES ALL THE FUNDRAISING EFFORTS FOR THE UNIVERSITY OF WEST FLORIDA. THE AMOUNT OF $266,139 WAS THE AUDITED FINANCIAL STATEMENT COST OF THE FOUNDATION PROVIDING THESE SERVICES. PART V, SECTION 2, LINE 3 THE UWF FOUNDATION AND THE UNIVERSITY OF WEST FLORIDA SHARE FUNDRAISING EMPLOYEES. THE FOUNDATION PAYS A PORTION OF FACULTY SALARIES FROM PROGRAM AND PROFESSORSHIP ACCOUNTS AND THE FOUNDATION PAYS A PORTION OF STAFF SALARIES FROM PROGRAM ACCOUNTS. THE AMOUNT OF $1,248,511 IS INCLUDED IN THE AMOUNT REPORTS IN PART V, SECTION 2, LINE 4 TOTAL OF $2,632,953. PART V, SECTION 2, LINE 4 THE UWF FOUNDATION TRANSFERS CASH TO THE UNIVERSITY OF WEST FLORIDA TO PROCESS SHARED PAYROLL EXPENSE, FOUNDATION STAFF PAYROLL EXPENSES, AND TO SUPPORT PROGRAM EXPENSES AT THE UNIVERSITY. THE TOTAL OF $2,632,953 INCLUDES THE $1,248,511 THAT IS INCLUDED IN PART V, SECTION 2, LINE 3.