FURP.ORG / PUBLIC DATA EXPLORER

UNIVERSITY OF FLORIDA INVESTMENT CORPORATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF FLORIDA INVESTMENT CORPORATION (EIN 20-1226494)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-08
IRS object ID
201311289349301701
Schema version
2011v1.5
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-08T14:11:09-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN593204548EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES MOORE & CO PLBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15931 NW 1ST PLACEAddressLine1
CityGAINESVILLECity
StateFLState
ZIP Code326072063ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201226494EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF FLORIDA INVESTMENT CORPORATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNIVNameControl
Phone3523921693Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14510 NW 6TH PLACE 2ND FLOORAddressLine1
CityGAINESVILLECity
StateFLState
ZIP Code32607ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameOFFICERName
TitleCOO, VICE PRESIDENTTitle
Phone3523921693Phone
Date Signed2013-05-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCAROL A VILLEMAIREName
PTINP00005507PTIN
Phone3523781331Phone
Date Prepared2013-04-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonEDWARD KELLYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14510 NW 6TH PLACE 2ND FLOORAddressLine1
CityGAINESVILLECity
StateFLState
ZIP Code32607ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2252329GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.UFICO.UFL.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2004YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionTHE PURPOSE OF THIS CORPORATION IS TO PROMOTE THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA BY PROVIDING INVESTMENT RESEARCH, ADVICE, COUNSEL AND MANAGEMENT TO AND FOR THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES, A PUBLIC BODY CORPORATE, AND SUCH AFFILIATED CORPORATIONS AS THE BOARD OF TRUSTEES OF THE UNIVERSITY OF FLORIDA MAY DESIGNATE, PROVIDED THAT SUCH ORGANIZATIONS FURTHER THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA AND ARE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS NOW IN FORCE OR HEREAFTER AMENDED.ActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees15TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year2356028ProgramServiceRevenuePriorYear
Program Service Revenue CY2249638ProgramServiceRevenueCY
Investment Income Prior Year2901InvestmentIncomePriorYear
Investment Income Current Year2691InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year2358929TotalRevenuePriorYear
Total Revenue Current Year2252329TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1799246SalariesEtcPriorYear
Salaries Etc Current Year1655943SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year359794OtherExpensePriorYear
Other Expenses Current Year594187OtherExpensesCurrentYear
Total Expenses Prior Year2159040TotalExpensesPriorYear
Total Expenses Current Year2250130TotalExpensesCurrentYear
Revenues Less Expenses Prior Year199889RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2199RevenuesLessExpensesCY
Total Assets BOY1555328TotalAssetsBOY
Total Assets EOY1838781TotalAssetsEOY
Total Liabilities BOY994139TotalLiabilitiesBOY
Total Liabilities EOY1275393TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY561189NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY563388NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE PURPOSE OF THIS CORPORATION IS TO PROMOTE THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA BY PROVIDING INVESTMENT RESEARCH, ADVICE, COUNSEL AND MANAGEMENT TO AND FOR THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES, A PUBLIC BODY CORPORATE, AND SUCH AFFILIATED CORPORATIONS AS THE BOARD OF TRUSTEES OF THE UNIVERSITY OF FLORIDA MAY DESIGNATE, PROVIDED THAT SUCH ORGANIZATIONS FURTHER THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA AND ARE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS NOW IN FORCE OR HEREAFTER AMENDED.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1727098Expense
Revenue2249638Revenue
DescriptionTHE ORGANIZATION PROVIDED INVESTMENT RESEARCH, ADVICE, COUNSEL AND MANAGEMENT TO THE UNIVERSITY OF FLORIDA AND SEVEN OTHER DIRECT SUPPORT ORGANIZATIONS OF THE UNIVERSITY OF FLORIDA. DURING THE YEAR, THE ORGANIZATION MANAGED ASSETS OF APPROXIMATELY $1,865,204,201 FOR THESE EIGHT ORGANIZATIONS.Description
Total Program Service Expense1727098TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees15NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JIMMY HUMPHRIESBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3522731479TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14510 NW 6TH PLACE 2ND FLOORAddressLine1
CityGAINESVILLECity
StateFLState
ZIP Code32607ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
S ANDREW BANKS
CHAIRMAN1.00X000
DAVID T BROWN
BOARD MEMBER1.00X021454733056
TROY DAVIS
BOARD MEMBER1.00X000
MATT FAJACK
BOARD MEMBER1.00X025291640062
ROBERT GIDEL
BOARD MEMBER1.00X000
THOMAS J MITCHELL
BOARD MEMBER1.00X036473137494
ALAN S PAREIRA
BOARD MEMBER1.00X000
EARL POWELL
CHAIRMAN & CEO1.00X000
PAUL ROBELL
BOARD MEMBER1.00X017830735713
WILLIAM ROBINSON
BOARD MEMBER1.00X078257034491
STEVEN SCOTT
BOARD MEMBER1.00X000
WIN PHILLIPS
BOARD MEMBER1.00X038175247414
PETER LANDAUER
EXECUTIVE VICE PRESIDENT40.00277193058123X
EDWARD KELLY
COO, VICE PRESIDENT40.00212468036953X
DOUGLAS WYNKOOP
CIO, PRESIDENT40.00257602065172X
RAKESH DAHIYA
HIGHEST COMPENSATED EMPLOY40.00217204052929X
FieldValueIRS element (for citing)
Total Reportable Comp From Org964467TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs2174823TotalReportableCompFrmRltdOrgs
Total Other Compensation441407TotalOtherCompensation
Number Individuals GT100 K4NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMANAGEMENT FEESDescription
Business Code541900BusinessCode
Total Revenue Column2249638TotalRevenueColumn
Related Or Exempt Function Income2249638RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue2249638TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2691TotalRevenueColumn
Exclusion$2,691ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2252329TotalRevenueColumn
Related Or Exempt Function Income2249638RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$2,691ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total794550Total
Program Services548918ProgramServices
Management And General245632ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total537712Total
Program Services483941ProgramServices
Management And General53771ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total259255Total
Program Services233330ProgramServices
Management And General25925ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total64426Total
Program Services57983ProgramServices
Management And General6443ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total61020Total
Management And General61020ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total19800Total
Management And General19800ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total133173Total
Program Services133173ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total15643Total
Program Services14079ProgramServices
Management And General1564ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total151778Total
Program Services136600ProgramServices
Management And General15178ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total101225Total
Program Services101225ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total17849Total
Program Services17849ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total32438Total
Management And General32438ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total18500Total
Management And General18500ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
MISC OPERATING EXPENSE3968039680
MEMBERSHIPS & DUES25332533
AWARDS AND COMMENDATION458458
MEALS & ENTERTAINMENT9090

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2250130Total
Program Services1727098ProgramServices
Management And General523032ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY899745BOY
EOY1172077EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY35276BOY
EOY49932EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY13577BOY
EOY13577EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis274635LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec204250LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY102822BOY
EOY70385EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY503908BOY
EOY532810EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1555328BOY
EOY1838781EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY490231BOY
EOY742583EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY503908BOY
EOY532810EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY994139BOY
EOY1275393EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY561189BOY
EOY563388EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY561189BOY
EOY563388EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1555328BOY
EOY1838781EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses2199ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Written IRS DeterminationXWrittenIRSDetermination
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF FLORIDABusinessNameLine1
FieldValueIRS element (for citing)
EIN596002052EIN
Type Of Organization2TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Amount$0Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis54247OtherCostOrOtherBasis
Depreciation31307Depreciation
Book Value22940BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis131641OtherCostOrOtherBasis
Depreciation84196Depreciation
Book Value47445BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis88747OtherCostOrOtherBasis
Depreciation88747Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings70385TotalOfBookValueLandBuildings

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
EMPLOYEE RETIRMENT PLAN ASSETS-457(B) PLAN93392
MANAGEMENT FEE RECEIVABLE439418
FieldValueIRS element (for citing)
Total Book Value Other Assets532810TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DEFERRED COMPENSATION$439,418
DEFERRED COMPENSATION - 457(B) PLAN$93,392
FieldValueIRS element (for citing)
Total Of Amounts532810TotalOfAmounts
Total Revenue2252329TotalRevenue
Total Expenses2250130TotalExpenses
Excess Or Deficit For Year2199ExcessOrDeficitForYear
Excess Or Deficit Per FS2199ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt2252329TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal2252329RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9902252329TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2250130TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal2250130ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902250130TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X:ReturnReference
ExplanationUFICO 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 UFICO.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DAVID T BROWN
016454705000000015440017616024760300
MATT FAJACK
023928200013634022030018032029297800
THOMAS J MITCHELL
031866400046067020629016865040222500
PAUL ROBELL
016185900016448016344019369021402000
WILLIAM ROBINSON
0480950089100021252007385027106081706100
WIN PHILLIPS
03587080002304403909108323042916600
PETER LANDAUER
1644290112764000288840292390335316000
EDWARD KELLY
170868041600000221390148140249421000
DOUGLAS WYNKOOP
24929208310000268420383300322774000
RAKESH DAHIYA
142204075000000226330302960270133000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
PART I, LINE 1ADURING THE CURRENT FISCAL YEAR, THERE WAS ONE OCCASION WHERE THE ORGANIZATION CHARTERED A PLANE TO TRANSPORT STAFF TO A QUARTERLY BOARD MEETING.
PART I, LINE 7THE ORGANIZATION HAS A DEFERRED COMPENSATION BONUS PLAN WHICH COVERS CERTAIN EMPLOYEES. UNDER THIS PLAN, A DEFERRED BONUS IS PAID WHICH INCLUDES A DISCRETIONARY COMPONENT.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION'S CHIEF OPERATING OFFICER AND CONTROLLER WILL REVIEW THE FORM 990. ADDITIONALLY, THE AUDIT COMMITTEE OF THE ORGANIZATION WILL RECEIVE, REVIEW AND APPROVE THE FORM 990 AT A MEETING OF THE AUDIT COMMITTEE. THE FORM 990 IS PRESENTED TO THE ENTIRE BOARD FOR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CALL EMPLOYEES DISCLOSE QUARTERLY TO THE CHIEF OPERATING OFFICER ANY POTENTIAL CONFLICTS OF INTEREST THROUGH SIGNED STATEMENTS. ALL BOARD MEMBERS DISCLOSE ANNUALLY TO THE CHIEF OPERATING OFFICER ANY POTENTIAL CONFLICTS OF INTEREST THROUGH SIGNED STATEMENTS. THE CHIEF OPERATING OFFICER REVIEWS THESE STATEMENTS AND ADDRESSES THEM APPROPRIATELY.
FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS APPROVES SALARIES FOR ALL EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19FEDERAL LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE PUBLICLY AVAILABLE UNLESS THEY WERE INCLUDED ON A FORM THAT IS PUBLICLY AVAILABLE (SUCH AS FORM 1023 OR 1024). WE DO NOT MAKE OUR GOVERNING DOCUMENTS, POLICIES, OR FINANCIAL STATEMENTS DIRECTLY AVAILABLE TO THE PUBLIC.
FORM 990, PART VII:DAVID T. BROWN - 40 HOURS PER WEEK MATT FAJACK - 40 HOURS PER WEEK THOMAS J. MITCHELL - 40 HOURS PER WEEK EDWARD POPPELL - 40 HOURS PER WEEK PAUL ROBELL - 40 HOURS PER WEEK
FORM 990, PART XI, LINE 2C:THE PROCESS FOR THE SELECTION AND SUPERVISION OF THE ORGANIZATION'S INDEPENDENT AUDITOR HAS REMAINED CONSISTENT WITH THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1UFICO LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14510 NW 6TH PLACE 2ND FLOORAddressLine1
CityGAINESVILLECity
StateFLState
ZIP Code32607ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesGENERAL PARTNER/MANAGING PARTNERPrimaryActivities
Legal Domicile StateFLLegalDomicileState
Total Income0TotalIncome
EOY Assets0EOYAssets
Direct Controlling Entity NAN/ADirectControllingEntityNA

Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
UNIVERSITY OF FLORIDA
24 TIGERT HALLGAINESVILLEFL32611596002052UNIVERSITYFL115N/A0
UNIVERSITY OF FLORIDA FOUNDATION INC
PO BOX 14425GAINESVILLEFL32604590974739FUNDRAISINGFL501(C)(3)0LINE 7UNIVERSITY OF FLORIDA
UNIVERSITY ATHLETIC ASSOCIATION INC
PO BOX 14485GAINESVILLEFL32604596002050COLLEGIATE ATHLETIC ASSOCATIONFL501(C)(3)0LINE 5UNIVERSITY OF FLORIDA
SHANDS TEACHING HOSPITAL AND CLINICS INC
PO BOX 100362GAINESVILLEFL32610591493502HOSPITALFL501(C)(3)0LINE 3UNIVERSITY OF FLORIDA
SHANDS HOSPITAL AUXILIARY INC
PO BOX 100336GAINESVILLEFL32610593551267HOSPITAL SUPPORTFL501(C)(3)0LINE 11A, ISOUTHEASTERN HEALTHCARE FOUNDATION INC
UNIVERSITY OF FLORIDA COLLEGE OF NURSING FACULTY PRACTICE ASSOCIATION INC
PO BOX 100197GAINESVILLEFL32610593513811EDUCATIONAL SUPPORTFL501(C)(3)0LINE 11A, IUNIVERSITY OF FLORIDA
FLORIDA PROTON THERAPY INSTITUTE INC
2015 JEFFERSON STREETJACKSONVILLEFL32206010554709CANCER TREATMENT AND RESEARCHFL501(C)(3)0LINE 9UNIVERSITY OF FLORIDA
UNIVERSITY OF FLORIDA RESEARCH FOUNDATION INC
PO BOX 115500GAINESVILLEFL32611592729133RESEARCH/DEVELOPMENTFL501(C)(3)0LINE 11A, IUNIVERSITY OF FLORIDA

Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
FLORIDA PRIVATE INVESTMENTS FUND LP
4510 NW 6TH PLACEGAINESVILLEFL32607270277240INVESTMENT FUNDSDEUFICO LLCRELATED01
FLORIDA LONG TERM POOL FUND LP
4510 NW 6TH PLACEGAINESVILLEFL32607270277090INVESTMENT FUNDSDEUFICO LLCRELATED01
FLORIDA SHORT-TERM FUND LP
4510 NW 6TH PLACEGAINESVILLEFL32607270276790INVESTMENT FUNDSDEUFICO LLCRELATED01
FLORIDA GLOBAL EQUITY FUND LLC
4510 NW 6TH PLACEGAINESVILLEFL32607270276884INVESTMENT FUNDSDEUFICO LLCRELATED01
FLORIDA GLOBAL FIXED INCOME FUND LLC
4510 NW 6TH PLACEGAINESVILLEFL32607270277004INVESTMENT FUNDSDEUFICO LLCRELATED01
FLORIDA HEDGED STRATEGIES FUND LLC
4510 NW 6TH PLACEGAINESVILLEFL32607270277727INVESTMENT FUNDSDEUFICO LLCRELATED01
FLORIDA OPPORTUNISTIC FUND LLC
4510 NW 6TH PLACEGAINESVILLEFL32607270277160INVESTMENT FUNDSDEUFICO LLCRELATED01
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF FLORIDABusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeKTransactionType
Amount Involved157564AmountInvolved
Method Of Amt DeterminationFAIR MARKET VALUEMethodOfAmtDetermination