2013-10-01T07:45:28-05:00 2013-06-30 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2012-07-01 237167701 UNF FOUNDATION INC UNFF 9046202790 1 UNF DRIVE HICKS HALL SUITE 2900 NO 2900 JACKSONVILLE FL 32224 SHARI SHUMAN 9046202790 2013-10-01 AMY BIBBY P00445891 8282542254 2012 2016-02-25 16:41:14Z SHARI SHUMAN 1 UNF DRIVE JACKSONVILLE FL 32224 9430355 0 X HTTP://WWW.UNF.EDU/ANF/TSIFOUNDATIONACCOUNTING/ X 1972 FL THE UNIVERSITY OF NORTH FLORIDA FOUNDATION, INC., WHICH INCLUDES THE ALUMNI ASSOCIATION AND THE OSPREY CLUB, IS A NON-PROFIT ENTITY ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO THE STUDENTS AND PROGRAMS OF THE UNF. 49 46 80 49 0 0 6952090 8359423 0 0 490232 344106 701373 653374 8143695 9356903 3911554 3580282 0 0 2257647 2729332 132446 102823 542587 3151585 3940636 9453232 10353073 -1309537 -996170 91824962 100000465 687326 538072 91137636 99462393 THE UNIVERSITY OF NORTH FLORIDA FOUNDATION, INC., WHICH INCLUDES THE ALUMNI ASSOCIATION AND THE OSPREY CLUB, IS A NON-PROFIT ENTITY ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO THE STUDENTS AND PROGRAMS OF THE UNF. 0 0 7882922 3580282 0 EDUCATION ASSISTANCE FOR STUDENTS IN SCHOLARSHIPS, FELLOWSHIPS AND STUDY ABROAD PROGRAMS. STUDENTS OF HIGH ACHIEVEMENT RECOGNIZED AT THE FALL, SPRING, AND SUMMER GRADUATIONS, AND RECOGNITION FOR SCHOOL TEACHERS PROGRAM FOR HIGH ACHIEVEMENT. THE UNIVERSITY OF NORTH FLORIDA FOUNDATION, INC. WAS ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF NORTH FLORIDA INCLUDING UNF PROGRAMS FOR ATHLETICS, BROOKS COLLEGE OF HEALTH, COGGIN COLLEGE OF BUSINESS, COLLEGE OF EDUCATION AND HUMAN RESOURCES, COLLEGE OF COMPUTING ENGINEERING AND CONSTRUCTION AND COLLEGE OF ARTS AND SCIENCES. 7882922 1 1 0 1 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 55 0 1 80 1 0 1 CJ 0 0 0 0 0 0 0 0 X 49 46 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BEVERLY EVANS 9046202250 1 UNF DRIVE HICKS HALL SUITE 2900 JACKSONVILLE FL 32224 CHARLES M GED 1.00 X X 0 0 0 J JAY C DEMETREE JR 1.00 X X 0 0 0 ELENA E DIETZ 1.00 X X 0 0 0 LISA MANCINI 1.00 X X 0 0 0 DOUGLAS W MCNEILL 1.00 X X 0 0 0 JOHN J JACK ALLEN 1.00 X 0 0 0 STEPHEN E BACHAND 1.00 X 0 0 0 SCOTT F BAKER 1.00 X 0 0 0 ANNA L BROSCHE 1.00 X 0 0 0 KAREN BURDETTE 1.00 X 0 0 0 BRANDON N CHOY 1.00 X 0 0 0 BETSY C COX 1.00 X 0 0 0 JOHN A DELANEY 2.00 2.00 X 422939 200000 67958 WAYNE E FLOWERS 1.00 X 0 0 0 FRANCIS X FRANTZ 1.00 X 0 0 0 MARGARET GELLATLY 2.00 2.00 X 0 0 0 PAUL R GOOWIN 1.00 X 0 0 0 LEE HANNA 1.00 X 0 0 0 JOHN T HAYT 1.00 X 0 0 0 ANN C HICKS 1.00 X 0 0 0 CORRINE C HODAK 1.00 X 0 0 0 CECIL MAC HOLLEY 1.00 X 0 0 0 JOHNATHAN T HOWE 1.00 X 0 0 0 MELANIE JENNINGS HUSK 1.00 X 0 0 0 DEBBIE JOHNSON 1.00 X 0 0 0 IRENE LAZZARA 1.00 X 0 0 0 W RADFORD LOVETT II 1.00 X 0 0 0 CAROLYN MATHIS 1.00 X 0 0 0 MARILYN MCAFEE 1.00 X 0 0 0 SCOTT L MCCALEB 1.00 X 0 0 0 JANIE MCCLURE 1.00 X 0 0 0 JOSEPH CHUCK MOORER 1.00 X 0 0 0 RUSSELL B NEWTON III 1.00 X 0 0 0 GAIL A NURSEY 1.00 X 0 0 0 MICHAEL P OATES 1.00 X 0 0 0 SHYAM B PARYANI 1.00 X 0 0 0 CONCHITA ROBINSON 1.00 X 0 0 0 HELEN ROWAN 1.00 X 0 0 0 SUSAN R RYZEWIC 1.00 X 0 0 0 ROBERT R SCHILLER 1.00 X 0 0 0 PATSY SHIELDS 1.00 X 0 0 0 HELEN SHORT 1.00 X 0 0 0 LINDA C SLADE 1.00 X 0 0 0 GREGORY B SMITH 1.00 X 0 0 0 RICHARD W STEIN 1.00 X 0 0 0 DAVID A STEIN 1.00 X 0 0 0 CAROL C THOMPSON 1.00 X 0 0 0 RONALD TOWNSEND 1.00 X 0 0 0 MALIVAI WASHINGTON 1.00 X 0 0 0 PIERRE ALLAIRE JUL12 - FEB13 40.00 2.00 X 0 192618 74548 ANN MCCULLEN MAR13 - PRESENT 40.00 2.00 X 0 102038 6370 SHARI SHUMAN 2.00 4.00 X 0 207326 4255 422939 701982 153131 1 0 1 0 0 65438 417129 7876856 2384800 8359423 291549 291549 13582 13582 52557 0 52557 52557 52557 76447 65438 73452 2995 2995 MISCELLANEOUS 900099 346143 346143 SPONSORSHIPS 900099 177820 177820 GOOD AND SERVICES 900099 97507 97507 15327 15327 636797 9356903 0 0 997480 992338 992338 2587944 2587944 374914 260090 114824 1930411 1100334 617732 212345 51672 21702 20152 9818 349047 146600 136128 66319 23288 9781 9082 4425 102823 102823 341724 341724 369177 369177 72966 63480 2919 6567 1309291 940760 368531 385736 381001 4735 241539 220710 20829 1088802 958146 130656 10135 10135 PUBLIC RELATIONS 121266 90949 4851 25466 10353073 7882922 1927564 542587 418647 663469 7903577 3036754 3265365 2828584 3801987 4195403 12515 32083 10256568 17788251 65783044 70898478 383259 557443 91824962 100000465 401425 310313 285901 227759 687326 538072 X 843996 771046 15404856 15134241 74888784 83557106 91137636 99462393 91824962 100000465 -996170 9320927 0 X 0 1 X 1 1 1 X 6564735 6052716 9201356 6952090 8435870 37206767 6564735 6052716 9201356 6952090 8435870 37206767 532042 36674725 249805 273082 352946 292914 305131 1473878 636797 636797 39317442 0.93280 0.94490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 1 6795 6795 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE UNF OFFICE OF GOVERNMENTAL RELATIONS DEVELOPS AND IMPLEMENTS STRATEGIES AND PROGRAMS TO ATTAIN PUBLIC FUNDING GOALS, AND TO FOSTER MUTUALLY SUPPORTIVE, ON-GOING RELATIONSHIPS WITH ELECTED OFFICIALS, EXECUTIVE BRANCH LEADERS, OTHER EDUCATIONAL INSTITUTIONS, AS WELL AS UNF'S PUBLIC AND PRIVATE CONSTITUENTS. THE OFFICE REPORTS TO THE UNF COMMUNITY IMPORTANT LEGISLATIVE, GOVERNANCE, AND POLICY ISSUES THAT THAT SPECIFICALLY IMPACT UNF OR PUBLIC HIGHER EDUCATION. 74888784 3858461 9175299 2919678 1445760 83557106 77413704 3029264 -1513040 2682389 1358755 74888784 69228180 4489673 7926687 1679280 1241022 1310534 77413704 66385006 2064351 5812306 2025993 1738671 1268819 69228180 95209237 2660903 -27179819 2114720 1085385 1105210 66385006 1.00000 0 0 0 HEDGE FUNDS 46117809 F PRIVATE EQUITY 24780669 F 70898478 X 18409559 9320927 73452 9394379 9015180 341723 341723 9356903 10084802 73452 73452 10011350 341723 341723 10353073 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE USES FOR THE UNF FOUNDATION ENDOWMENT FUNDS ARE FOR SCHOLARSHIPS, FELLOWSHIPS, STUDY ABROAD, PROFESSORSHIPS, EDUCATIONAL PROGRAMS, RESEARCH, AND TECHNOLOGY ENHANCEMENT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2012. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2009, REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 73,452. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 341,723. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 73,452. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 341,723. X 1 RUFFALOCODY 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 DIRECT CALL 0 213941 137671 76270 213941 137671 76270 ATHLETIC EVENT 48540 10193 38347 792 14000 194 1116 LUNCHEON 43475 38400 5075 580 4927 280 4136 2 49870 16845 33025 1200 6603 8561 3971 27092 141885 65438 76447 1200 7395 23141 9092 280 32344 73452 2995 1 UNIVERSITY OF NORTH FLORIDA 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 IRC 115 992338 FMV EQUIPMENT UNIVERSITY OPERATIONS 1 SCHOLARSHIPS 2215693 FIRST GENERATION SCHOLARSHIPS 292026 OTHER EDUCATIONAL PRIZES AND AWARDS 80225 THE UNIVERSITY OF NORTH FLORIDA FOUNDATION SCHOLARSHIPS, FELLOWSHIPS AND STUDY ABROAD ARE AWARDED BASED ON THE SPECIFIC CRITERIA FOR EACH AWARD PER DONOR AGREEMENT (E.G., GPA, NUMBER OF REQUIRED CLASSSROOM HOURS, STUDENT CLASSIFICATION, MAJOR, ETC.). THE ACCOUNT FUND MANAGER ADVERTISES THE SCHOLARSHIP AND RECEIVES THE STUDENT'S INFORMATION BASED ON THE CRITERIA. FOUNDATION ACCOUNTING REVIEWS THE SCHOLARSHIP AWARD AND SUPPORTING DOCUMENTATION TO ENSURE COMPLIANCE PRIOR TO FORWARDING TO THE UNIVERSITY ENROLLMENT SERVICES PROCESSING. FOR FURTHER REVIEW, ENROLLMENT SERVICES REVIEWS TO ENSURE THE STUDENT IS NOT BEING AWARDED ABOVE THE COST OF EDUCATION, AFTER WHICH, THE STUDENT RECEIVES THE FUNDS AND FOUNDATION ACCOUNTING REIMBURSES THE UNIVERSITY FOR THE SCHOLARSHIP AWARD. OTHER OUTSTANDING AWARDS ARE PROVIDED TO GRADUATING SENIORS AT THE SPRING CONVOCATION. OUTSTANDING ALUMNI AWARD IS PROVIDED BY ALUMNI SERVICES AT EACH GRADUATION BASED ON THE GRADUATE SELECTED BY THE COMMITTEE. ACCOUNT FUND MANAGER ADVERTISES IN THE LOCAL PAPER FOR NOMINATIONS FOR THE OUTSTANDING TEACHER AWARD. COLLEGE OF EDUCATION AND HUMAN SERVICES COMMITTEE REVIEWS THE APPLICATIONS RECEIVED FROM THE TEACHER NOMINEES. ANNUALLY AT LEAST FOUR (4) AWARDS ARE PROVIDED. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 JOHN A DELANEY 258799 200000 112500 0 51640 0 45000 0 22958 0 490897 200000 0 0 PIERRE ALLAIRE JUL12 - FEB13 0 187710 0 4000 0 908 0 50529 0 24019 0 267166 0 0 SHARI SHUMAN 0 205937 0 0 0 1389 0 0 0 4255 0 211581 0 0 PART I, LINE 7 JOHN DELANEY, THE UNF PRESIDENT, AN OFFICER FOR UNFFC, RECEIVES ANNUAL BONUS PAYMENTS FOR PERFORMANCE. THE PERFORMANCE IS DETERMINED AFTER YEAR-END AND PAID BY RELATED ORGANIZATION UNF TRAINING & SERVICES INSTITUTE, INC. X 37 654959 X 275 FMV X 9 1219203 FMV X 15 72 FMV X SOFTWARE 1 490425 FMV X EQUIPMENT 8 19866 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY A PAID PREPARER. THE FINAL DRAFT WAS REVIEWED BY THE FOUNDATION'S BOARD OF DIRECTORS WITH THE FOUNDATION'S STAFF. AFTER BOARD APPROVAL, THE RETURN WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ANNUALLY COMPLETE THE CONFLICT OF INTEREST FORMS. THE UNF FOUNDATION MANAGEMENT REVIEWS THE CONFLICT OF INTEREST FORMS FOR ANY NOTED CONFLICT OF INTEREST. IF ANY EXIST AND REQUIRES A BOARD VOTE, THE BOARD OF DIRECTOR MEMBER RECUSES HIMSELF OR HERSELF FROM VOTING ON THE ISSUE. IT IS NOTED IN THE OFFICIAL MINUTES THAT THE BOARD MEMBER ACKNOWLEDGED THE CONFLICT AND RECUSED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT OF THE UNIVERSITY'S SALARY (TOP MANAGEMENT OFFICIAL) IS PREPARED/REVIEWED BY THE UNIVERSITY OF NORTH FLORIDA BOARD OF TRUSTEES, UNF GENERAL COUNSEL, UNF VP FOR ADMINISTRATION AND FINANCE AND CHIEF OF STAFF USING SALARY DATA OF COMPARABLE POSITION/RESPONSIBILITIES AND HR MARKET DATA. THE SALARY RECOMMENDATION IS REVIEWED, DISCUSSED AND APPROVED BY THE FULL GOVERNING BODY - THE UNIVERSITY OF NORTH FLORIDA BOARD OF TRUSTEES. DOCUMENTATION OF THE PROCEEDINGS IS MAINTAINED BY THE UNF GENERAL COUNSEL. THE UNF FOUNDATION BOARD APPROVES ITS SHARE OF THE SALARY PACKAGE DURING THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS POSTED ON GUIDESTAR (WWW.GUIDESTAR.ORG) AND IS ALSO AVAILABLE UPON REQUEST FROM THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE ORGANIZATION. ADDITIONALLY, THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE AT HTTP://WWW.UNF.EDU/ANF/TSIFOUNDATIONACCOUNTING/FOUNDATION/ AUDITED_REPORTS/AUDITED_REPORTS.ASPX. UNIVERSITY OF NORTH FLORIDA 1 UNF DRIVE JACKSONVILLE FL 32224 592976169 EDUCATION FL IRC 115 N/A 0 UNF TRAINING AND SERVICES INSTITUTE 1 UNF DRIVE UNF HALL SUITE 2900 JACKSONVILLE FL 32224 591982921 EDUCATION FL 501(C)(3) LINE 11B, II UNIVERSITY OF NORTH FLORIDA (59-2976169) 0 UNF FINANCING CORPORATION INC 1 UNF DRIVE UNF HALL SUITE 2900 JACKSONVILLE FL 32224 421683752 SUPPORT FL 501(C)(3) LINE 11B, II UNIVERSITY OF NORTH FLORIDA (59-2976169) 0 MUSUEM OF CONTEMPORARY ART JACKSONVILLE 1 UNF DRIVE UNF HALL SUITE 2900 JACKSONVILLE FL 32224 590689705 MUSEUM FL 501(C)(3) LINE 9 UNIVERSITY OF NORTH FLORIDA (59-2976169) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0