UNIVERSITY OF FLORIDA FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF FLORIDA FOUNDATION INC (EIN 59-0974739)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201101369349302535
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T13:19:46-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Moore & Co PL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5931 NW 1ST Place | AddressLine1 |
| City | Gainesville | City |
| State | FL | State |
| ZIP Code | 326072063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590974739 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF FLORIDA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 3523921691 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14425 | AddressLine1 |
| City | GAINESVILLE | City |
| State | FL | State |
| ZIP Code | 326042425 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | alan west | Name |
| Title | officer | Title |
| Phone | 3523921691 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carol A Villemaire | Name |
| Phone | 3523781331 | Phone |
| Date Prepared | 2011-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Tom mitchell | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 14425 | AddressLine1 |
| City | Gainesville | City |
| State | FL | State |
| ZIP Code | 32604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 319920575 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.UFF.UFL.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 97 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 87 | NbrIndependentVotingMembers |
| Total Nbr Employees | 110 | TotalNbrEmployees |
| Total Nbr Volunteers | 710 | TotalNbrVolunteers |
| Total Gross UBI | -3129711 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -3517937 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 138271443 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 115410384 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -14109384 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9939546 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6632592 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6763411 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 130794651 | TotalRevenuePriorYear |
| Total Revenue Current Year | 132113341 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 128641194 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 93388995 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 23447743 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21454172 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 30249 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 72210 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 19124832 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 19698022 | OtherExpensePriorYear |
| Other Expenses Current Year | 9346531 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 171817208 | TotalExpensesPriorYear |
| Total Expenses Current Year | 124261908 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -41022557 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7851433 | RevenuesLessExpensesCY |
| Total Assets BOY | 1376229033 | TotalAssetsBOY |
| Total Assets EOY | 1510515496 | TotalAssetsEOY |
| Total Liabilities BOY | 45084413 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 73757696 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1331144620 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1436757800 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 28602557 | Expense |
| Grants | 26744143 | Grants |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13829756 | Expense |
| Grants | 12931185 | Grants |
| Description | The Foundation receives and administers, through the University, donor-provided financial aid to qualified students in order to attract and maintain a diverse student body at the University of Florida. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12270524 | Expense |
| Grants | 11473263 | Grants |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 45175633 | Expense |
| Grants | 42240404 | Grants |
| Description | The Foundation receives and administers private support for the University of Florida in other ways, including research funding, new building construction, equipment purchases, and renovation of existing facilities. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 45175633 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 42240404 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 99878470 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 1 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 125 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 110 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 97 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 87 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN WEST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3523925958 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2012 W University Avenue | AddressLine1 |
| City | GAINESVILLE | City |
| State | FL | State |
| ZIP Code | 32603 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (110 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| William J Alcorn | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| S Andrew Banks | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Kelley A Bergstrom | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Laurie B Burns | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Ann B Bussel | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Robert B Carter | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Marshall M Criser III | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Troy M Davis | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Thomas M Donahoo | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| William E Dudziak | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Maurice O Edmonds | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| John W Frost II | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Robert H Gidel | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Hariot H Greene | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| James R Harper | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Scott G Hawkins | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| David H Hughes | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Susan M Ivey | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| John W Kirkpatrick III | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Delores T Lastinger | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Carlos E Martinez | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Debra G Nouss | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| M Ann O'Brien | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Albert C O'Neill Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Paul T Phillips | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Michael W Poole | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| William F Powers | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Kathryn S Pressly | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| J Crayton Pruitt Sr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Alexis C Pugh | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Davis M Rembert Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Fred N Roberts Sr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Garrison A Rolle | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jose M Sanchez | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Sachio Semmoto | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Thomas J Shannon Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Jeffrey S Shuman | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| W Crit Smith | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Hans G Tanzler III | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Warren L Tedder Jr | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| John K Vreeland | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Joel D Wahlberg | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| B J Wilder | ||||||||
| Director | 1.00 | X | 0 | 0 | 0 | |||
| Warren M Cason | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Nathan S Collier | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Snead Y Davis | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| William A Emerson | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Frederick E Fisher | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Don Fuqua | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Gary R Gerson | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Pedro J Greer Jr | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Ben Hill Griffin III | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| John B Higdon Jr | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Andrew H Hines Jr | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| William R Hough | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Robert F Lanzillotti | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Allen L Lastinger Jr | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| David Lawrence Jr | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Robert C Magoon | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Wayne K Masur | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| J Wayne Mixson | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Corneal B Myers Jr | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Nell W Potter | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Judy Lynn Prince | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Johnson S Savary | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Lewis M Schott | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Stephen Shey | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Richard T Smith | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Alfred C Warrington IV | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| E Travis York | ||||||||
| Life Members | 1.00 | X | 0 | 0 | 0 | |||
| Carlos J Alfonso | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Larry R Arrington | ||||||||
| Ex-Officio | 1.00 | X | 0 | 289873 | 47979 | |||
| Brian C Beach | ||||||||
| Ex-Officio | 1.00 | X | 0 | 270875 | 47496 | |||
| Karen A Bjorndal | ||||||||
| Ex-Officio | 1.00 | X | 0 | 129723 | 19981 | |||
| Robert A Bryan | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Marshall M Criser Jr | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Jerry W Davis | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Juan A Galan Jr | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Joseph Glover | ||||||||
| Ex-Officio | 1.00 | X | 0 | 320720 | 40435 | |||
| David S Guzick | ||||||||
| Ex-Officio | 1.00 | X | 0 | 522044 | 33804 | |||
| Stumpy Harris | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Mark Hulsey | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Robert H Jerry III | ||||||||
| Ex-Officio | 1.00 | X | 0 | 291707 | 44838 | |||
| Jordan Johnson | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Jeffrey Q Jonasen | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| D Burke Kibler III | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| John V Lombardi | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| J Bernard Machen | ||||||||
| Ex-Officio | 1.00 | X | 0 | 1106837 | 44531 | |||
| W A McGriff III | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Mark R McLellan | ||||||||
| Ex-Officio | 1.00 | X | 0 | 247987 | 39589 | |||
| Joelen K Merkel | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Whitfield M Palmer Jr | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Donald P Pemberton | ||||||||
| Ex-Officio | 1.00 | X | 0 | 271169 | 40768 | |||
| Doyle Rogers | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Joan D Ruffier | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| A Ward Wagner Jr | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Charles E Young | ||||||||
| Ex-Officio | 1.00 | X | 0 | 0 | 0 | |||
| Linda C McGurn | ||||||||
| Chair | 1.00 | 0 | 0 | 0 | X | |||
| Keith T Koenig | ||||||||
| Vice Chair | 1.00 | 0 | 0 | 0 | X | |||
| Paul A Robell | ||||||||
| Executive Vice President | 32.00 | 248071 | 27563 | 46291 | X | |||
| Leslie D Bram | ||||||||
| Associate VP | 32.00 | 153312 | 17035 | 32479 | X | |||
| Matthew M Fajack | ||||||||
| Treasurer | 1.00 | 0 | 220427 | 36976 | X | |||
| Alan M West | ||||||||
| Assistant Treasurer | 40.00 | 97507 | 0 | 17467 | X | |||
| Susan G Goffman | ||||||||
| Secretary | 40.00 | 125450 | 0 | 13517 | X | |||
| Carter Boydston | ||||||||
| Senior Associate Vice Pres | 40.00 | 181614 | 0 | 33492 | X | |||
| Cynthia F Butler | ||||||||
| Assistant Vice President | 40.00 | 147737 | 0 | 32058 | X | |||
| Ann Mcelwain | ||||||||
| Assistant Vice President | 40.00 | 151929 | 0 | 29349 | X | |||
| Timothy Wood | ||||||||
| Assistant Vice President | 40.00 | 155854 | 0 | 21533 | X | |||
| Kenneth DeVries | ||||||||
| Associate Vice President | 40.00 | 148928 | 0 | 30267 | X | |||
| David Woodall | ||||||||
| Sr. Dir. for Strategic Initiatives | 40.00 | 145314 | 0 | 15405 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1555716 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3715960 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 668255 | TotalOtherCompensation |
| Number Individuals GT100 K | 14 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| University of Florida Investment Corp | |||||
| 4510 NW 6th Place 2nd Floor | Gainesville | FL | 32607 | Investment Management | 2358971 |
| Marketing Communication Resource | |||||
| 731 Beta Dr | Mayfield Village | OH | 44143 | Printing and Publications | 447546 |
| CNS Telecommunications | |||||
| PO Box 112050 | Gainesville | FL | 32611 | Computing and Networking | 215444 |
| James Moore & Co | |||||
| 5931 NW 1 Pl | Gainesville | FL | 32607 | Auditing and Tax | 148677 |
| Blue State Digital | |||||
| 734 15th St NW Ste 1200 | Washington | DC | 20005 | Consulting | 129100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Membership Dues | 729523 | MembershipDues |
| Related Organizations | 9142384 | RelatedOrganizations |
| All Other Contributions | 105538477 | AllOtherContributions |
| Noncash Contributions | 32184120 | NoncashContributions |
| Total Contributions | 115410384 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9813312 | TotalRevenueColumn |
| Unrelated Business Revenue | -3136211 | UnrelatedBusinessRevenue |
| Exclusion | $12,949,523 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2723290 | TotalRevenueColumn |
| Exclusion | $2,723,290 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 358539 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 358539 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 358539 | TotalRevenueColumn |
| Exclusion | $358,539 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 186780085 | Securities |
| Other | 1153383 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 186318389 | Securities |
| Other | 1488845 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 461696 | Securities |
| Other | -335462 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 126234 | TotalRevenueColumn |
| Exclusion | $126,234 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Misc - Related | 900099 | 2956911 | 2956911 |
| Reunions and Other Eve | 900099 | 567743 | 567743 |
| Transfers from compone | 900099 | 150428 | 150428 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6500 | TotalRevenueColumn |
| Unrelated Business Revenue | 6500 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3681582 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 132113341 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3675082 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -3129711 | UnrelatedBusinessRevenue |
| Exclusion | $16,157,586 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93388995 | Total |
| Program Services | 93388995 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 787461 | Total |
| Management And General | 434898 | ManagementAndGeneral |
| Fundraising | 352563 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13735189 | Total |
| Program Services | 533363 | ProgramServices |
| Management And General | 2723604 | ManagementAndGeneral |
| Fundraising | 10478222 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 832424 | Total |
| Management And General | 832424 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5765119 | Total |
| Program Services | 274887 | ProgramServices |
| Management And General | 1168243 | ManagementAndGeneral |
| Fundraising | 4321989 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333979 | Total |
| Management And General | 180257 | ManagementAndGeneral |
| Fundraising | 153722 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -4050 | Total |
| Program Services | -12827 | ProgramServices |
| Management And General | 4889 | ManagementAndGeneral |
| Fundraising | 3888 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192294 | Total |
| Management And General | 192294 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2550 | Total |
| Management And General | 2550 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72210 | Total |
| Fundraising | 72210 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 475806 | Total |
| Program Services | 485000 | ProgramServices |
| Management And General | -9194 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 869526 | Total |
| Program Services | 322486 | ProgramServices |
| Management And General | 110069 | ManagementAndGeneral |
| Fundraising | 436971 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8673 | Total |
| Program Services | 55633 | ProgramServices |
| Management And General | -50832 | ManagementAndGeneral |
| Fundraising | 3872 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1955258 | Total |
| Program Services | 525083 | ProgramServices |
| Management And General | 604066 | ManagementAndGeneral |
| Fundraising | 826109 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155641 | Total |
| Program Services | 2820 | ProgramServices |
| Management And General | 127126 | ManagementAndGeneral |
| Fundraising | 25695 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122422 | Total |
| Program Services | 105500 | ProgramServices |
| Management And General | 14122 | ManagementAndGeneral |
| Fundraising | 2800 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 587317 | Total |
| Program Services | -7894 | ProgramServices |
| Management And General | 31412 | ManagementAndGeneral |
| Fundraising | 563799 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 704396 | Total |
| Program Services | 106789 | ProgramServices |
| Management And General | 63243 | ManagementAndGeneral |
| Fundraising | 534364 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398502 | Total |
| Program Services | 398502 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 518187 | Total |
| Program Services | 170388 | ProgramServices |
| Management And General | 347799 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223112 | Total |
| Program Services | 15350 | ProgramServices |
| Management And General | 207762 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Bad Debt Expense | 2630464 | 2630574 | -110 | |
| Miscellaneous | 219979 | 658156 | -402628 | -35549 |
| Entertainment | 145639 | 69 | 477 | 145093 |
| Taxes on unrelated busi | 140815 | 140815 | ||
| Allocations | 0 | 84781 | -1323865 | 1239084 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124261908 | Total |
| Program Services | 99878470 | ProgramServices |
| Management And General | 5258606 | ManagementAndGeneral |
| Fundraising | 19124832 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 859199 | BOY |
| EOY | 1543881 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176812040 | BOY |
| EOY | 55004902 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74554660 | BOY |
| EOY | 78603564 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 566631 | BOY |
| EOY | 438027 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15681969 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4787465 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8701484 | BOY |
| EOY | 10894504 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247890413 | BOY |
| EOY | 6810473 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 812140624 | BOY |
| EOY | 1269738710 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54703982 | BOY |
| EOY | 87481435 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1376229033 | BOY |
| EOY | 1510515496 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7675920 | BOY |
| EOY | 9540010 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3004000 | BOY |
| EOY | 2873500 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 15104501 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1700000 | BOY |
| EOY | 2200000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5356435 | BOY |
| EOY | 13205112 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27348058 | BOY |
| EOY | 30834573 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45084413 | BOY |
| EOY | 73757696 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -40339831 | BOY |
| EOY | -17321665 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370225499 | BOY |
| EOY | 419104070 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1001258952 | BOY |
| EOY | 1034975395 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1331144620 | BOY |
| EOY | 1436757800 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1376229033 | BOY |
| EOY | 1510515496 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 155678664 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 176848396 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 154546590 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 138271443 | CurrentTaxYearMinus1Year |
| Current Tax Year | 115410384 | CurrentTaxYear |
| Total | 740755477 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1678256 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1466742 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1442256 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1458225 | CurrentTaxYear |
| Total | 6045479 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 155678664 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 178526652 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 156013332 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 139713699 | CurrentTaxYearMinus1Year |
| Current Tax Year | 116868609 | CurrentTaxYear |
| Total | 746800956 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 42063015 | AmountsSubstContributorsTotal |
| Public Support Total170 | 704737941 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17844008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18855001 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25541149 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11835903 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12865141 | CurrentTaxYear |
| Total | 86941202 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2046372 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2337810 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6383794 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3484290 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3675082 | CurrentTaxYear |
| Total | 17927348 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 851669506 | TotalSupport |
| Public Support Pertcentage170 | 0.82750 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84120 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Schedule A, Part II, Line 10, Explanation of Other Income: Transfers from component units MISCELLANEOUS REUNIONS & EVENTS | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $545,041 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 545041 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | 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 CONSULTING, TRAVEL REIMBURSEMENT, DUES, AND OTHER COSTS, as approved by the university of florida. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 3 | NumberDAFsHeld |
| Donor Advised Contributions | 100000 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 1000 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 126209 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 0.25 | TotalAcreage |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 0.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 0 | Sect170hRequirementsSatisfied |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 4598242 | RevenuesIncluded |
| Assets In Part X | 30599862 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 1 | SolicitedAssetsForSale |
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 22206010 | BeginningBalance |
| Additions During Year | 3796508 | AdditionsDuringYear |
| Distributions During Year | 2978568 | DistributionsDuringYear |
| Ending Balance | 23023950 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1055987256 | BeginningOfYearBalance |
| Contributions | 34051730 | Contributions |
| Investment Earnings Or Losses | 103431556 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9388443 | GrantsOrScholarships |
| Other Expenditures | 27518658 | OtherExpenditures |
| Administrative Expenses | 12224932 | AdministrativeExpenses |
| End Of Year Balance | 1144338509 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1290712688 | BeginningOfYearBalance |
| Contributions | 39508358 | Contributions |
| Investment Earnings Or Losses | -222034088 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10569246 | GrantsOrScholarships |
| Other Expenditures | 31159481 | OtherExpenditures |
| Administrative Expenses | 10470975 | AdministrativeExpenses |
| End Of Year Balance | 1055987256 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7599534 | OtherCostOrOtherBasis |
| Book Value | 7599534 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6502617 | OtherCostOrOtherBasis |
| Depreciation | 3550237 | Depreciation |
| Book Value | 2952380 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1579818 | OtherCostOrOtherBasis |
| Depreciation | 1237228 | Depreciation |
| Book Value | 342590 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10894504 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Corporate Bonds | 1145150 | F |
| Commingled Funds | 23289090 | F |
| Hedge Strategies | 1968761 | F |
| Private Equity | 1243335709 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1269738710 | TotalOfBookValueSecurities |
Other Assets OtherAssets (8 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Livestock and other assets | 2919151 |
| Real Estate | 10193724 |
| Land Preserve | 15719467 |
| Accrued Interest Receivable | 8400 |
| Permanent Collections | 30599863 |
| Externally Managed Trusts | 2213141 |
| Cash Advances | 20577 |
| Other Receivables | 25807112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 87481435 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Trust Liability | $14,099,868 |
| Amounts invested on behalf of UF en | $9,774,731 |
| Present Value of Future Annuity | $6,399,182 |
| Deferred Management Fees | $560,792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30834573 | TotalOfAmounts |
| Total Revenue | 132113341 | TotalRevenue |
| Total Expenses | 124261908 | TotalExpenses |
| Excess Or Deficit For Year | 7851433 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 96461009 | NetUnrealizedGLOnInvestments |
| Other | $1,580,738 | OtherAmount |
| Total Adjustments | 98041747 | TotalAdjustments |
| Excess Or Deficit Per FS | 105893180 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 232757769 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 96461009 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1588731 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 2580530 | OtherRevenues |
| Revenue Not Rptd F990 | 100630270 | RevenueNotRptdF990 |
| Revenue Subtotal | 132127499 | RevenueSubtotal |
| Other Revenues Not Included | -14158 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -14158 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 132113341 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 124664535 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1588731 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 5308203 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 6896934 | ExpensesNotRptdF990 |
| Expenses Subtotal | 117767601 | ExpensesSubtotal |
| Other Expenses Not Included | 6494307 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 6494307 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 124261908 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part II, Line 9: | Description of How Organization Reports Conservation Easements: | 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. | |
| Part IV, Line 1b: | The Foundation accepts gifts subject to split interest agreements. These gifts may be in the form of annuities, retained life estates or charitable remainder trusts. At the time of receipt, a gift is recorded based upon the fair value of assets donated less any applicable liabilities. Liabilities include the present value of projected future distributions to the annuity or trust beneficiaries and are determined using the internal revenue service rate for computing charitable deductions for such gifts in effect at the time of the gift ranging from 2.4% to 8.2%. Funds subject to split interest agreements are classified as temporarily restricted or permanently restricted based upon donor designations. | |
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | 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. |
| Part XI, Line 8 - Other Adjustments: | Increase in Split Value Agreement : 1545736. recognized Deferred revenue previously recognized for tax purposes : 35000. Rounding: 2. | |
| Part XII, Line 2d - Other Adjustments: | UF Alumni Association Activity reported on separate return: 2545529. Advertising revenue recognized for book previously recognized for tax: 35000. Rounding: 1. | |
| Part XII, Line 4b - Other Adjustments: | Reunions and Activities expenses shown as revenue on the tax return: -14158. | |
| Part XIII, Line 2d - Other Adjustments: | UF Alumni Association expenses reported on separate return: 5294047. Reunions and activities expenses shown as revenue on tax return: 14158. Rounding: -2. | |
| Part XIII, Line 4b - Other Adjustments: | Transfers to the UF Alumni Association not shown for book purposes: 2748517. Pension changes shown as "other" on the financial statements: 1119142. provision for doubtful pledges shown as "other" on financial statements: 2626648. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (4 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| (no name) | |||||
| Scott I Peek | Fundraising | 0 | 112000 | 8823 | 103177 |
| (no name) | |||||
| Melda H Bassett | Fundraising | 0 | 111000 | 36779 | 74221 |
| Legacy Leaders Inc | |||||
| Bequest pledge fundraising | 0 | 27557 | 18036 | 9521 | |
| (no name) | |||||
| gerald h eidson | key donor relations | 0 | 0 | 8572 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 250557 | TotalGrossReceipts |
| Total Retained By Contractors | 72210 | TotalRetainedByContractors |
| Total Net To Organization | 186919 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WI | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF FLORIDA | ||||||||||
| PO BOX 113203 | GAINESVILLE | FL | 32611 | 596002052 | 59568941 | 17244681 | appraisal, fmv | non-cash donations of tangible personal property for use by the university | Allocation | |
| UNIVERSITY OF FLORIDA | ||||||||||
| PO BOX 113203 | GAINESVILLE | FL | 32611 | 596002052 | 13826856 | Scholarships | ||||
| UF ALUMNI ASSOCIATION | ||||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | 592911059 | 2748517 | Allocation | 501(c)(3) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (17 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Larry R Arrington | |||||||||||||
| 0 | 277388 | 0 | 0 | 0 | 12485 | 0 | 34071 | 0 | 13908 | 0 | 337852 | 0 | 0 |
| Brian C Beach | |||||||||||||
| 0 | 207204 | 0 | 0 | 0 | 63671 | 0 | 33572 | 0 | 13924 | 0 | 318371 | 0 | 0 |
| Joseph Glover | |||||||||||||
| 0 | 309316 | 0 | 0 | 0 | 11404 | 0 | 33398 | 0 | 7037 | 0 | 361155 | 0 | 0 |
| David S Guzick | |||||||||||||
| 0 | 340035 | 0 | 0 | 0 | 182009 | 0 | 26132 | 0 | 7672 | 0 | 555848 | 0 | 0 |
| Robert H Jerry III | |||||||||||||
| 0 | 280611 | 0 | 0 | 0 | 11096 | 0 | 33305 | 0 | 11533 | 0 | 336545 | 0 | 0 |
| J Bernard Machen | |||||||||||||
| 0 | 426453 | 0 | 225000 | 0 | 455384 | 0 | 29710 | 0 | 14821 | 0 | 1151368 | 0 | 0 |
| Mark R McLellan | |||||||||||||
| 0 | 236495 | 0 | 0 | 0 | 11492 | 0 | 28157 | 0 | 11432 | 0 | 287576 | 0 | 0 |
| Donald P Pemberton | |||||||||||||
| 0 | 269904 | 0 | 0 | 0 | 1265 | 0 | 29414 | 0 | 11354 | 0 | 311937 | 0 | 0 |
| Paul A Robell | |||||||||||||
| 237052 | 26339 | 0 | 0 | 11019 | 1224 | 28915 | 3213 | 12747 | 1416 | 289733 | 32192 | 0 | 0 |
| Leslie D Bram | |||||||||||||
| 150454 | 16717 | 0 | 0 | 2858 | 318 | 22575 | 2508 | 6656 | 740 | 182543 | 20283 | 0 | 0 |
| Matthew M Fajack | |||||||||||||
| 0 | 210005 | 0 | 0 | 0 | 10422 | 0 | 23040 | 0 | 13936 | 0 | 257403 | 0 | 0 |
| Carter Boydston | |||||||||||||
| 177270 | 0 | 0 | 0 | 4344 | 0 | 22185 | 0 | 11307 | 0 | 215106 | 0 | 0 | 0 |
| Cynthia F Butler | |||||||||||||
| 142424 | 0 | 0 | 0 | 5313 | 0 | 20822 | 0 | 11236 | 0 | 179795 | 0 | 0 | 0 |
| Ann Mcelwain | |||||||||||||
| 149689 | 0 | 0 | 0 | 2240 | 0 | 18104 | 0 | 11245 | 0 | 181278 | 0 | 0 | 0 |
| Timothy Wood | |||||||||||||
| 152157 | 0 | 0 | 0 | 3697 | 0 | 16025 | 0 | 5508 | 0 | 177387 | 0 | 0 | 0 |
| Kenneth DeVries | |||||||||||||
| 143310 | 0 | 0 | 0 | 5618 | 0 | 19033 | 0 | 11234 | 0 | 179195 | 0 | 0 | 0 |
| David Woodall | |||||||||||||
| 144030 | 0 | 0 | 0 | 1284 | 0 | 14835 | 0 | 570 | 0 | 160719 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | 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. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF FLORIDA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 590974739 | IssuerEIN |
| CUSIP Number | NONEavail | CUSIPNumber |
| Date Issued | 2009-01-28 | DateIssued |
| Issue Price | 15450000 | IssuePrice |
| Description Of Purpose | EDUCATION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 1 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 15225018 | TotalProceeds |
| Issuance Costs From Proceeds | 44950 | IssuanceCostsFromProceeds |
| Working Capital Expenditures | 225018 | WorkingCapitalExpenditures |
| Capital Expenditures | 14955050 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 53 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4670046 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 94745 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 96 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2955737 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6929843 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 45098 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
Scientific Specimens ScientificSpecimens
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 62 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 14902713 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | livestock | 8 | 2630 | fair market value |
| X | equipment and supplies | 127 | 2518894 | fair market value |
| X | auction items | 218 | 62488 | fair market value |
| X | sponsorship tickets/media | 3 | 1925 | fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 40 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Method for Determining Number of Contributors: | Part I, Column (b): | The number of contributions is determined as the number of contributions received. |
| Third Party Use: | Part I, Line 32b: | The university of Florida foundation uses auction houses and third-party brokers to sell donated property. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 set by the president of the University of Florida, OR HIS DESIGNEE, in accordance with THE UNIVERSITY'S policies. | |
| 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. | |
| FORM 990, PART XI, LINE 2C: | The process for the selection of the independent auditor has remained consistent from the prior year. | |
| FORM 990, SCHEDULE D, PART XI, LINES 10: | DURING FISCAL YEAR ENDING 6/30/2008, THE UNIVERSITY OF FLORIDA ALUMNI ASSOCIATION (UFAA) ENTERED INTO A 10 YEAR PROMOTIONAL AGREEMENT WITH CHASE BANK USA. UNDER THE AGREEMENT UFAA WAS TO RECEIVE TOTAL ADVERTISING REVENUE IN THE AMOUNT OF $350,000 OVER THE 10 YEAR TERM. FOR FINANCIAL STATEMENT PURPOSES THE REVENUE WAS DEFERRED TO BE RECOGNIZED OVER 10 YEARS IN THE AMOUNT OF $35,000 PER YEAR. ON THE FORM 990, ALL OF THE ADVERTISING REVENUE WAS RECOGNIZED AS OF 6/30/2008. CONSEQUENTLY, THERE WAS A BOOK/TAX DIFFERENCE RELATED TO DEFERRED REVENUE AND NET ASSETS REPORTED ON THE 2007 AND 2008 FORM 990'S. IN THE CURRENT YEAR, THE ORGANIZATION CHANGED THE PRESENTATION OF THE TIMING DIFFERENCE. THE END OF YEAR DEFERRED REVENUE AND NET ASSETS ON FORM 990 PART X HAS BEEN ADJUSTED TO AGREE TO THE FINANCIAL STATEMENTS. THIS CHANGE REPRESENTS A RECLASSIFICATION BETWEEN DEFERRED REVENUES AND NET ASSETS ON FORM 990 PART XI AND THERE WERE NO CHANGES TO THE REVENUES OR EXPENSES REPORTED ON THE FORM 990 AS A RESULT OF THIS CHANGE IN PRESENTATION. SEE BELOW FOR RECONCILIATION OF NET ASSETS AND CHANGES IN NET ASSETS FROM THE AUDITED FINANCIAL STATEMENTS TO THE TAX RETURN. NET ASSETS PER THE FINANCIAL STATEMENTS: TOTAL NET ASSETS AS OF 6/30/2009 $1,330,864,620 TOTAL NET ASSETS AS OF 6/30/2010 $1,436,757,800 EXCESS FOR THE YEAR PER THE FINANCIAL STATEMENTS $105,893,180 NET ASSETS PER FORM 990: TOTAL NET ASSETS AS OF 6/30/2009 $1,331,144,620 TOTAL NET ASSETS AS OF 6/30/2010 $1,436,757,800 EXCESS FOR THE YEAR PER FORM 990 $105,613,180 DIFFERENCE BETWEEN F/S AND FORM 990 $280,000 SEE BELOW FOR DETAIL OF DIFFERENCE: DEFERRED REVENUE PER FORM 990 AS OF 06/30/2009 $3,004,000 DEFERRED REVENUE PER F/S AS OF 06/30/2009 $3,284,000 DIFFERENCE $280,000 NET ASSETS - END OF YEAR TOTAL NET ASSETS PER FORM 990 AS OF 6/30/2010 $1,436,757,800 TOTAL NET ASSETS PER F/S AS OF 6/30/2010 $1,436,757,800 DIFFERENCE $0 DEFERRED REVENUE PER FORM 990 AS OF 06/30/2010 $2,873,500 DEFERRED REVENUE PER F/S AS OF 06/30/2010 $2,873,500 DIFFERENCE $0 | RECONCILIATION OF CHANGE IN NET ASSETS: |
| Schedule R, Part V, Line 2: | the value of the amounts reported on line 2 is either the fair market value of services or property transferred, or the amount of cash consideration paid. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|
| university of florida | |||||||||
| po box 113203 | gainesville | FL | 32611 | 596002052 | university | FL | N/A | ||
| university of florida alumni association | |||||||||
| 2012 w university ave | gainesville | FL | 32603 | 592911059 | direct support organization | FL | N/A | 501(c)3 | 7 |
Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| florida private investments fund lp | |||||||||||||
| 4510 nw 6th place | gainesville | FL | 32607 | 270277240 | investment in other entities | DE | ufico llc | related | 1150359 | 411804957 | 0 | -$3,064,233 | 0 |
| florida long term pool fund lp | |||||||||||||
| 4510 nw 6th place | Gainesville | FL | 32607 | 270277090 | investment in other entities | DE | ufico llc | related | 7233576 | 684802042 | 0 | -$71,972 | 0 |
| florida short-term fund lp | |||||||||||||
| 4510 nw 6th place | Gainesville | FL | 32607 | 270276790 | investment in other entities | DE | ufico llc | related | 1316701 | 146723433 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| university of florida | |
| D | 25272876 |
| university of florida | |
| I | 196046 |
| university of florida | |
| J | 1458225 |
| university of florida | |
| N | 6978047 |
| university of florida | |
| P | 2114892 |
| university of florida | |
| Q | 90640478 |