2013-11-05T15:38:36-06:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP 6810 INTERNATIONAL CENTER BLVD FORT MYERS FL 33912 990 2012-07-01 650403969 FLORIDA GULF COAST UNIVERSITY FOUNDATION INC FLOR 2395901060 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 339656565 GERARD CARRINGTON 2395901073 2013-10-29 1 MARTIN REDOVAN CPA P01281045 2392269900 2013-10-29 2012 2015-11-30 17:44:51Z CHRISTOPHER SIMONEAU 10501 FGCU BLVD FORT MYERS FL 33965 10036298 0 X HTTP://WWW.FGCU.EDU/FOUNDATION X 1993 FL TO RECEIVE AND ADMINISTER GIFTS AND BEQUESTS FOR EDUCATION AND CHARITABLE PURPOSES FOR THE ADVANCEMENT OF FLORIDA GULF COAST UNIVERSITY. 53 48 0 52 137 0 7579845 9386278 0 0 225971 174311 -7598 23131 7798218 9583720 3967829 3934959 0 0 0 0 0 0 935166 4398511 3885126 8366340 7820085 -568122 1763635 76134342 84685663 7286351 7195062 68847991 77490601 THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. 0 0 6451526 3934959 TO RECEIVE AND ADMINISTER GIFTS AND BEQUESTS FOR EDUCATION AND CHARITABLE PURPOSES FOR THE ADVANCEMENT OF FLORIDA GULF COAST UNIVERSITY. 6451526 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 46 0 1 0 0 0 0 0 0 0 0 0 0 0 X 53 48 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 FL X GERARD CARRINGTON 2395901060 10501 FGCU BLVD SOUTH FORT MYERS FL 339656565 WILSON G BRADSHAW 40.00 X X 0 716869 38633 STEVE MAGIERA 40.00 X X 0 232707 30500 JOHN D FUMAGALLI 1.00 X X 0 0 0 CHARLES D WINTON 1.00 X X 0 0 0 MILLER COUSE 1.00 X X 0 0 0 DAVID CALL 1.00 X X 0 0 0 JOHN R ALEXANDER 1.00 X 0 0 0 PATRICIA M BARTON 1.00 X 0 0 0 ANGELA BLACK 1.00 X 0 0 0 JACK BLAIS 1.00 X 0 0 0 TIMOTHY J CARTWRIGHT 1.00 X 0 0 0 JANET COHEN 1.00 X 0 0 0 THOMAS CORCORAN 1.00 X 0 0 0 BARBARA B DUFRANE 1.00 X 0 0 0 DAVID A HOLMES 1.00 X 0 0 0 LAURA A HOLQUIST 1.00 X 0 0 0 KIMBERLY L JOHNSON 1.00 X 0 0 0 CHARLES KETTEMAN 1.00 X 0 0 0 SYDNEY W KITSON 1.00 X 0 0 0 ANGELA HODGE KUNKLE 1.00 X 0 0 0 W BERNARD LESTER 1.00 X 0 0 0 JOHN R LITTLE 1.00 X 0 0 0 DAVID LUCAS 1.00 X 0 0 0 ELAINE MARIEB 1.00 X 0 0 0 JAMES NATHAN 1.00 X 0 0 0 JEFFREY PROVOL 1.00 X 0 0 0 THOMAS J RICE 1.00 X 0 0 0 J MICHAEL ROLLO 1.00 X 0 0 0 AMBASSADOR FRANCIS ROONEY 1.00 X 0 0 0 RONALD TOLL 1.00 X 0 0 0 ALLEN WEISS 1.00 X 0 0 0 PAUL WOODS 1.00 X 0 0 0 RICHARD C ACKERT 1.00 X 0 0 0 JOSEPH CATTI 1.00 X 0 0 0 CHARLES B EDWARDS 1.00 X 0 0 0 JEFFREY D FRIDKIN 1.00 X 0 0 0 WILLIAM N HOROWITZ 1.00 X 0 0 0 CHARLES K IDELSON 1.00 X 0 0 0 JAMES KNUPP 1.00 X 0 0 0 DONALD LESCH 1.00 X 0 0 0 STEPHEN S MCINTOSH 1.00 X 0 0 0 EDWARD A MORTON 1.00 X 0 0 0 F FRED PEZESHKAN 1.00 X 0 0 0 G DAVID POWELL 1.00 X 0 0 0 DUANE STRANAHAN JR 1.00 X 0 0 0 PETER SULICK 1.00 X 0 0 0 LINDA K TAYLOR 1.00 X 0 0 0 FAY BILES 1.00 X 0 0 0 BARRON COLLIER III 1.00 X 0 0 0 BEN HILL GRIFFIN III 1.00 X 0 0 0 ALAN KOREST 1.00 X 0 0 0 JULIET SPROUL 1.00 X 0 0 0 GERARD CARRINGTON 40.00 X 0 99997 20034 CHRISTOPHER SIMONEAU 40.00 X 0 0 0 JUDITH CASSIDY 40.00 X 0 106291 20437 LINDA LEHTOMAA 40.00 X 0 116545 19296 0 1272409 128900 0 0 1 0 0 284296 9101982 9386278 174311 137 174174 227265 149228 78037 78037 78037 248444 284296 303350 -54906 -54906 9583720 0 137 197305 3934959 3934959 4690 3430 1260 57550 28300 29250 80000 80000 272890 256970 15920 55627 54106 1521 682549 630164 52385 40487 40133 354 255686 218580 37106 240155 204565 35590 935166 935166 72493 72493 7504 7504 286437 263070 23367 PROGRAM PRODUCTION 758003 758003 DUES AND SUBSCRIPTIONS 64719 55176 9543 GIFTS 41294 2308 38986 PRIOR YEAR CONTRIBUTION 28114 28114 1762 1762 7820085 6451526 433393 935166 196 0 9824648 10965284 148100 163942 6995 9145 5724132 5333118 45349 4597636 28940 4576200 4568696 55433978 63285127 420093 315002 76134342 84685663 41132 93675 3049 0 7000000 6850000 242170 251387 7286351 7195062 X 5336918 6080506 12479712 17134648 51031361 54275447 68847991 77490601 76134342 84685663 1763635 6878975 0 X X 0 1 X 1 1 1 X 7162368 7525153 9625996 7579845 9386278 41279640 7162368 7525153 9625996 7579845 9386278 41279640 2013782 39265858 223389 175092 237089 224019 174311 1033900 42313540 1795709 0.92800 0.83330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55552348 2343393 6650208 890598 687528 62967823 56673447 1420061 -819880 903799 817481 55552348 44984515 4009917 8812085 379644 753426 56673447 38469654 2898862 3991631 -292974 668606 44984515 46499251 2249767 -8706277 1081434 491653 38469654 1.00000 0 0 4551500 4551500 46136 28940 17196 4568696 U.S. EQUITIES 10687049 F CORPORATE BONDS 1773273 F U.S. GOVERNMENT OBLIGATIONS 2935045 F MORTGAGE BACKED SECURITIES 584549 F MUNICIPAL BONDS 2058400 F REAL ASSETS 551968 F PRIVATE EQUITY 1701796 F U.S. PORTFOLIO MUTUAL FUNDS 13442504 F INTERNATIONAL PORTFOLIO MUTUAL FUNDS 19245218 F GLOBAL BOND FUND 5148544 F FIXED INCOME MUTUAL FUNDS 5156781 F 63285127 GIFT ANNUITY PAYABLE 251387 251387 16915265 6878975 452578 7331553 9583712 8 8 9583720 8272655 452578 452578 7820077 8 8 7820085 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME. 149,228. SPECIAL EVENTS DIRECT EXPENDITURES NETTED AGAINST SPECIAL EVENTS REVENUE. 303,350. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 8. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST RENTAL INCOME. 149,228. SPECIAL EVENTS DIRECT EXPENDITURES NETTED AGAINST SPECIAL EVENTS REVENUE. 303,350. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 8. GALA 340340 196196 144144 143296 7000 76634 GOLF TOURNAMENT 112750 67525 45225 2800 25286 21701 1 79650 20575 59075 26633 532740 284296 248444 2800 168582 7000 124968 303350 -54906 1 FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD SOUTH FORT MYERS FL 33965 650753801 GOVERNMENT ENTITY 3934959 SCHOLARSHIPS AND UNIVERSITY SUPPORT 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 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. 0 0 0 0 0 0 0 0 0 WILSON G BRADSHAW 0 411617 0 250000 0 55252 0 22468 0 16165 0 755502 0 0 STEVE MAGIERA 0 219007 0 0 0 13700 0 14930 0 15570 0 263207 0 0 NORTHERN TRUST - JOHN FUMAGALLI PRESIDENT OF NORTHERN TRUST BRANCH AND A FOUNDATION BOARD MEMBER. 292317 INTEREST PAYMENTS ON LOANS HELD BY NORTHERN TRUST. 0 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 BOTH THE CEO 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 DISCLOUSE 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/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. FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD FORT MYERS FL 33965 650753801 UNIVERSITY EDUCATION FL GOVERNMENT ENTITY 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 FLORIDA GULF COAST UNIVERSITY B 1131825 FLORIDA GULF COAST UNIVERSITY J 240000 FLORIDA GULF COAST UNIVERSITY L 7140830 FLORIDA GULF COAST UNIVERSITY Q 175344 FLORIDA GULF COAST UNIVERSITY R 1478889