UNIVERSITY OF FLORIDA FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF FLORIDA FOUNDATION INC (EIN 59-0974739)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-22
- IRS object ID
- 202641129349300214
- Schema version
- 2024v5.1
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-22T08:35:55+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 S ORANGE AVE STE 550 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328013308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590974739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF FLORIDA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3523925497 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14425 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE JOHNSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2026-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAKE COOK | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4078416930 | PhoneNum |
| Preparation | 2026-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE JOHNSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14425 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $298,175,822 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UFF.UFL.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 368 | TotalEmployeeCnt |
| Total Volunteers | 372 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $236,793,477 | PYContributionsGrantsAmt |
| CY Contributions Grants | $228,339,581 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,914,248 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,446,145 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,423,706 | PYOtherRevenueAmt |
| CY Other Revenue | $5,796,978 | CYOtherRevenueAmt |
| PY Total Revenue | $269,131,431 | PYTotalRevenueAmt |
| CY Total Revenue | $260,582,704 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $240,161,899 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $248,832,125 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $23,249,214 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,060,173 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $913,603 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,003,682 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $21,205,455 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,056,246 | PYOtherExpensesAmt |
| CY Other Expenses | $23,570,865 | CYOtherExpensesAmt |
| PY Total Expenses | $287,380,962 | PYTotalExpensesAmt |
| CY Total Expenses | $296,466,845 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$18,249,531 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$35,884,141 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,887,204,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,101,806,691 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $73,409,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,409,367 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,813,795,424 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,037,397,324 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $138,668,702 | ExpenseAmt |
| Grant | $136,633,604 | GrantAmt |
| Revenue | $1,026,250 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,855,330 | ExpenseAmt |
| Grant | $33,528,134 | GrantAmt |
| Revenue | $1,276,396 | RevenueAmt |
| Desc | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR THE UNIVERSITY OF FLORIDA FOR DONOR PROVIDED FINANCIAL AID TO QUALIFIED STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,107,279 | ExpenseAmt |
| Grant | $32,742,782 | GrantAmt |
| Revenue | $1,246,423 | RevenueAmt |
| Desc | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $24,480,334 | $15,810,166 | $980,891 | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR THE UNIVERSITY OF FLORIDA TO CONSTRUCT NEW BUILDINGS AND RENOVATE EXISTING FACILITIES TO ENHANCE THE EDUCATION EXPERIENCE OF ALL STUDENTS. |
| $19,460,151 | $20,386,546 | $779,739 | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR THE UNIVERSITY OF FLORIDA FOR RESEARCH FUNDING. |
| $9,566,447 | $9,730,893 | $383,313 | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR OTHER PURPOSES, INCLUDING, BUT NOT LIMITED TO, SPECIAL EVENTS, PROJECTS AND PROGRAMS WITH MULTIPLE OR BROAD PURPOSES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $53,506,932 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $45,927,605 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,143,943 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $255,138,243 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | Yes (true) | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 148 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 368 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3523925497 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14425 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Anita G Zucker | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Cheryl S Cook | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Chris A Malachowsky | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Christy A Powell | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia L Pekrul | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Eugene K Pettis | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Howard M Sheridan | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Joelen K Merkel | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jose A Costa | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH GLOVER | |||||||||
| DIRECTOR | 1.0 | 40.0 | Yes (X) | $0 | $526,943 | $58,423 | |||
| Karen H Unger | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Linda S P Hudson | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mark A Rosser | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Monisa K Cline | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Patricia L Pacey | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rahul Patel | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Robert G Stern | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Sachio Semmoto | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT J ANGLE | |||||||||
| DIRECTOR | 1.0 | 40.0 | Yes (X) | $0 | $580,395 | $57,181 | |||
| Swati R Patel | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| TAYLOR JANTZ | |||||||||
| DIRECTOR | 1.0 | 40.0 | Yes (X) | $0 | $473,720 | $131,914 | |||
| W KENT FUCHS | |||||||||
| DIRECTOR | 1.0 | 41.0 | Yes (X) | $0 | $788,720 | $207,032 | |||
| DAVID M CHRISTIE | |||||||||
| ASSOC VP & COO | 40.0 | 0 | $316,249 | $0 | $54,380 | Yes (X) | |||
| DAVID NELMS | |||||||||
| VICE CHAIR | 1.0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| JON PRITCHETT | |||||||||
| CHAIR | 1.0 | 0 | $0 | $0 | $0 | Yes (X) | |||
| MARIA MARTIN | |||||||||
| EXEC. VICE PRESIDENT | 40.0 | 1.0 | $357,610 | $0 | $59,121 | Yes (X) | |||
| MICHAEL S JOHNSON | |||||||||
| ASSISTANT VP & CFO | 40.0 | 0 | $253,399 | $0 | $56,480 | Yes (X) | |||
| TARA BOONSTRA | |||||||||
| SECRETARY | 40.0 | 0 | $105,065 | $0 | $38,149 | Yes (X) | |||
| KIMBERLY M METZGER | |||||||||
| ASSOCIATE VICE PRESIDENT | 40.0 | 0 | $393,077 | $0 | $69,680 | Yes (X) | |||
| ANNA M HARPER | |||||||||
| ASSOCIATE VICE PRESIDENT | 40.0 | 0 | $255,127 | $0 | $54,969 | Yes (X) | |||
| AUDREY G GEOFFROY | |||||||||
| ASSISTANT VICE PRESIDENT | 40.0 | 0 | $238,163 | $0 | $52,859 | Yes (X) | |||
| JONATHAN W CANNON | |||||||||
| EXECUTIVE DIRECTOR OF DEVELOPMENT | 40.0 | 0 | $227,127 | $0 | $49,414 | Yes (X) | |||
| JOSEPH A MANDERNACH | |||||||||
| ASSOCIATE VICE PRESIDENT | 40.0 | 0 | $332,245 | $0 | $35,246 | Yes (X) | |||
| LAURA HP CARTER | |||||||||
| ASSISTANT VICE PRESIDENT | 40.0 | 0 | $239,017 | $0 | $51,681 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,717,079 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,369,778 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $976,529 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 93 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Ruffalo Noel Levitz LLC | |||||
| PO Box 718 | Des Moines | IA | 50303 | Professional Fundraisers | $1,016,260 |
| Salesforce com Inc | |||||
| 415 Mission St 3rd Floor | San Francisco | CA | 94105 | Technology services | $914,158 |
| WPP Group USA Inc | |||||
| 3 World Trade Center | New York | NY | 10007 | Professional services | $892,000 |
| NU Advisory Partners LLC | |||||
| 1634 Fernando Drive | Tallahasse | FL | 32303 | Professional services | $646,522 |
| UC Innovation Inc | |||||
| 2855 Michelle Drive Suite 190 | Irvine | CA | 92606 | Professional services | $528,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 34 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $7,030,000 | RelatedOrganizationsAmt |
| All Other Contributions | $221,309,581 | AllOtherContributionsAmt |
| Noncash Contributions | $25,311,807 | NoncashContributionsAmt |
| Total Contributions | $228,339,581 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,064 | TotalRevenueColumnAmt |
| Exclusion | $50,064 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,534,350 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,534,350 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $710,412 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $606,446 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $103,966 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,966 | TotalRevenueColumnAmt |
| Exclusion | $103,966 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,382,753 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,986,672 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,396,081 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,396,081 | TotalRevenueColumnAmt |
| Exclusion | $26,396,081 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TRANSFERS FROM COMPONENT UNITS | 900099 | $196,184 | $196,184 |
| MISCELLANEOUS | 900099 | $2,701,433 | $2,701,433 |
| REUNIONS AND OTHER EVENTS | 900099 | $261,045 | $261,045 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,158,662 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $260,582,704 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,693,012 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,550,111 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,832,125 | TotalAmt |
| Program Services | $248,832,125 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,394,321 | TotalAmt |
| Management And General | $500,934 | ManagementAndGeneralAmt |
| Fundraising | $893,387 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,656,646 | TotalAmt |
| Management And General | $4,354,171 | ManagementAndGeneralAmt |
| Fundraising | $11,302,475 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,009,206 | TotalAmt |
| Management And General | $4,057,998 | ManagementAndGeneralAmt |
| Fundraising | $1,951,208 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,655 | TotalAmt |
| Program Services | $214,270 | ProgramServicesAmt |
| Management And General | $29,085 | ManagementAndGeneralAmt |
| Fundraising | $13,300 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,087 | TotalAmt |
| Program Services | $27,500 | ProgramServicesAmt |
| Management And General | $202,587 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,594 | TotalAmt |
| Program Services | $454,594 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,003,682 | TotalAmt |
| Fundraising | $1,003,682 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,470,573 | TotalAmt |
| Program Services | $3,470,573 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,325,853 | TotalAmt |
| Program Services | $823,646 | ProgramServicesAmt |
| Management And General | $4,939,996 | ManagementAndGeneralAmt |
| Fundraising | $562,211 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,561 | TotalAmt |
| Program Services | $59,345 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $116,216 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700,531 | TotalAmt |
| Program Services | $262,498 | ProgramServicesAmt |
| Management And General | $492,712 | ManagementAndGeneralAmt |
| Fundraising | $945,321 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,646 | TotalAmt |
| Program Services | $96 | ProgramServicesAmt |
| Management And General | $379,262 | ManagementAndGeneralAmt |
| Fundraising | $19,288 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,949 | TotalAmt |
| Program Services | $49,640 | ProgramServicesAmt |
| Management And General | $185,829 | ManagementAndGeneralAmt |
| Fundraising | $96,480 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,977 | TotalAmt |
| Program Services | $159,643 | ProgramServicesAmt |
| Management And General | $147,950 | ManagementAndGeneralAmt |
| Fundraising | $1,093,384 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326,987 | TotalAmt |
| Program Services | $93,477 | ProgramServicesAmt |
| Management And General | $473,963 | ManagementAndGeneralAmt |
| Fundraising | $759,547 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,910 | TotalAmt |
| Program Services | $22,926 | ProgramServicesAmt |
| Management And General | $7,984 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,334,756 | TotalAmt |
| Program Services | $96,303 | ProgramServicesAmt |
| Management And General | $1,238,453 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,133 | TotalAmt |
| Management And General | $485,852 | ManagementAndGeneralAmt |
| Fundraising | $281 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAINTENANCE | $50,953 | $0 | $49,590 | $1,363 |
| ENTERTAINMENT | $971,092 | $269,463 | $39,331 | $662,298 |
| DUES & SUBSCRIPTIONS | $488,110 | $302,144 | $185,966 | $0 |
| MISCELLANEOUS EXPENSE | $4,136,498 | $0 | $2,351,484 | $1,785,014 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,466,845 | TotalAmt |
| Program Services | $255,138,243 | ProgramServicesAmt |
| Management And General | $20,123,147 | ManagementAndGeneralAmt |
| Fundraising | $21,205,455 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,533,311 | BOYAmt |
| EOY | $23,724,243 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,441,110 | BOYAmt |
| EOY | $2,354,232 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,620,354 | BOYAmt |
| EOY | $88,291,649 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,203,880 | BOYAmt |
| EOY | $734,322 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,352 | BOYAmt |
| EOY | $835,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $128,573,440 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,506,882 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,306,543 | BOYAmt |
| EOY | $107,066,558 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,896,602 | BOYAmt |
| EOY | $1,921,742 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,505,907,873 | BOYAmt |
| EOY | $2,737,670,840 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,394,879 | BOYAmt |
| EOY | $139,207,447 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,887,204,904 | BOYAmt |
| EOY | $3,101,806,691 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,846,023 | BOYAmt |
| EOY | $3,304,986 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,193 | BOYAmt |
| EOY | $365,120 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,167,264 | BOYAmt |
| EOY | $60,739,261 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,409,480 | BOYAmt |
| EOY | $64,409,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,730,948 | BOYAmt |
| EOY | $251,584,882 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,284,755 | BOYAmt |
| EOY | $104,167,874 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,447,779,721 | BOYAmt |
| EOY | $2,681,644,568 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,813,795,424 | BOYAmt |
| EOY | $3,037,397,324 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,887,204,904 | BOYAmt |
| EOY | $3,101,806,691 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$35,884,141 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $256,135,416 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,350,625 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $263,188,787 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $248,254,709 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $178,764,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $236,793,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $221,309,581 | CurrentTaxYearAmt |
| Total | $1,148,311,022 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,533,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,574,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,708,177 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,373,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,872,585 | CurrentTaxYearAmt |
| Total | $89,062,047 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $277,722,031 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,828,765 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $195,472,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $257,167,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $243,182,166 | CurrentTaxYearAmt |
| Total | $1,237,373,069 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $35,575,761 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,201,797,308 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,655,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,293,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,143,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,680,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,294,826 | CurrentTaxYearAmt |
| Total | $21,068,726 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,104,348 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,207,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,139,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,640,439 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,688,662 | CurrentTaxYearAmt |
| Total | $26,779,795 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,285,221,590 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93509 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93134 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - TRANSFERS FROM COMPONENT UNITS, COLUMN A - 3104348.0, COLUMN B - 3207198.0, COLUMN C - 7139148.0, COLUMN D - 5640439.0, COLUMN E - 7688662.0, COLUMN F - 26779795.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $454,594 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $454,594 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1g | FormAndLineReferenceDesc |
| Explanation | DURING THE 2024-2025 FLORIDA STATE LEGISLATIVE SESSION, A FEE OF $454,594 INCLUDING EXPENSES WAS PAID TO MANAGEMENT CONSULTANT FIRMS. ALL FUNDS WERE EXPENDED TO SUPPORT THE INTERESTS OF THE UNIVERSITY OF FLORIDA; NO MONIES WERE PAID IN SUPPORT OF OR IN OPPOSITION TO ANY CANDIDATE FOR POLITICAL OFFICE | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 1 | TotalEasementsCnt |
| Total Acreage | 0.25 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | false | WrittenPolicyMonitoringInd |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (true) | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $48,632,017 | BeginningBalanceAmt |
| Additions During Year | $9,281,599 | AdditionsDuringYearAmt |
| Distributions During Year | $14,470,776 | DistributionsDuringYearAmt |
| Ending Balance | $43,442,840 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,447,779,721 | BeginningYearBalanceAmt |
| Contributions | $78,796,972 | ContributionsAmt |
| Investment Earnings Or Losses | $278,321,127 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,959,883 | GrantsOrScholarshipsAmt |
| Other Expenditures | $68,812,160 | OtherExpendituresAmt |
| Administrative Expenses | $30,481,209 | AdministrativeExpensesAmt |
| End Year Balance | $2,681,644,568 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,333,536,909 | BeginningYearBalanceAmt |
| Contributions | $62,511,435 | ContributionsAmt |
| Investment Earnings Or Losses | $167,468,114 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,473,210 | GrantsOrScholarshipsAmt |
| Other Expenditures | $64,466,514 | OtherExpendituresAmt |
| Administrative Expenses | $28,797,013 | AdministrativeExpensesAmt |
| End Year Balance | $2,447,779,721 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,272,031,288 | BeginningYearBalanceAmt |
| Contributions | $78,919,673 | ContributionsAmt |
| Investment Earnings Or Losses | $92,535,676 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,515,458 | GrantsOrScholarshipsAmt |
| Other Expenditures | $60,798,258 | OtherExpendituresAmt |
| Administrative Expenses | $27,636,012 | AdministrativeExpensesAmt |
| End Year Balance | $2,333,536,909 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,375,271,275 | BeginningYearBalanceAmt |
| Contributions | $57,331,962 | ContributionsAmt |
| Investment Earnings Or Losses | -$51,376,517 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,215,606 | GrantsOrScholarshipsAmt |
| Other Expenditures | $60,927,836 | OtherExpendituresAmt |
| Administrative Expenses | $27,051,990 | AdministrativeExpensesAmt |
| End Year Balance | $2,272,031,288 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,844,027,357 | BeginningYearBalanceAmt |
| Contributions | $53,744,513 | ContributionsAmt |
| Investment Earnings Or Losses | $570,399,955 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,436,098 | GrantsOrScholarshipsAmt |
| Other Expenditures | $51,108,091 | OtherExpendituresAmt |
| Administrative Expenses | $23,356,361 | AdministrativeExpensesAmt |
| End Year Balance | $2,375,271,275 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9997 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0003 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $103,713,555 | OtherCostOrOtherBasisAmt |
| Book Value | $103,713,555 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,395,228 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,797,067 | DepreciationAmt |
| Book Value | $2,598,161 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,483,840 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,908,852 | DepreciationAmt |
| Book Value | $574,988 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,980,817 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,800,963 | DepreciationAmt |
| Book Value | $179,854 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $107,066,558 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| COMMINGLED FUNDS | $56,081,396 | F |
| PRIVATE EQUITY | $2,681,589,444 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,737,670,840 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| ANNUITY & TRUST LIABILITIES | $38,073,245 |
| DEFERRED INFLOWS OF RESOURCES: SPLIT INTEREST | $20,502,774 |
| DEFERRED INFLOWS OF RESOURCES: EXTERNAL TRUSTS | $2,163,242 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $60,739,261 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $541,347,112 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $256,135,416 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $21,872,585 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $5,859,878 | OtherRevenueAmt |
| Revenue Not Reported | $283,867,879 | RevenueNotReportedAmt |
| Revenue Subtotal | $257,479,233 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $3,103,471 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,103,471 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $260,582,704 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $317,745,212 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $21,872,585 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $3,018,129 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $24,890,714 | ExpensesNotReportedAmt |
| Expenses Subtotal | $292,854,498 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $3,103,471 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $508,876 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,612,347 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $296,466,845 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V Endowment Funds, Supplemental Information | ENDOWMENT NET ASSETS AND ACTIVITY FOR UNIVERSITY OF FLORIDA RELATED ENTITIES ARE NOT INCLUDED IN THE SCHEDULE ON PART V. THE ENDOWMENT NET ASSETS INCLUDING THOSE ENTITIES AT JUNE 30, 2025 IS AS FOLLOWS: ENDOWMENT NET ASSETS $ 2,681,664,568 HELD ON BEHALF OF UNIVERSITY OF FLORIDA RELATED ENTITIES $ 6,938,149 TOTAL UNIVERSITY ENDOWMENT $ 2,688,582,717 THE ENDOWMENT NET ASSETS INCLUDING THOSE ENTITIES AT JUNE 30, 2024 IS AS FOLLOWS: ENDOWMENT NET ASSETS $ 2,447,779,721 HELD ON BEHALF OF UNIVERSITY OF FLORIDA RELATED ENTITIES $ 6,172,642 TOTAL UNIVERSITY ENDOWMENT $ 2,453,952,363 |
| Schedule D, Part XI, Line 2(b) Donated Services and Use of Facilities | IN-KIND OCCUPANCY RENT $1,431,505 DONATED SERVICES $246,980 FUNDRAISERS' SALARIES AND EXPENSES PAID BY THE UNIVERSITY OF FLORIDA $20,194,100 TOTAL TO SCHEDULE D, PART XI, LINE 2B $21,872,585 |
| Schedule D, Part II, Line 9 Conservation easements financial reporting | 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. |
| Schedule D, Part III, Line 1a Collections of art - financial statement footnote | THE FOUNDATION OWNS MOST OF THE COLLECTION OF THE SAMUEL P. HARN MUSEUM OF ART. THESE COLLECTION ITEMS ARE UNDER THE CONTROL OF THE HARN AND THESE ITEMS ARE CATALOGUED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH CONTRIBUTIONS AND PURCHASES SINCE INCEPTION, ARE NOT RECOGNIZED ON THE STATEMENT OF NET POSITION. THE FOUNDATION DOES NOT CAPITALIZE ITS PERMANENT COLLECTIONS DUE TO ACCREDITATION REQUIREMENTS IMPOSED BY THE AMERICAN ALLIANCE OF MUSEUMS. CONTRIBUTED COLLECTION ITEMS ARE RECORDED AS IN-KIND CONTRIBUTIONS AND OFFSETTING DECREASES (PROGRAM EXPENSE) IN THE APPROPRIATE NET POSITION CLASS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES (PROGRAM EXPENSE) IN THE APPROPRIATE NET POSITION CLASS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM SALES OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES (OTHER REVENUES) IN THE APPROPRIATE NET POSITION CLASS. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | 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. |
| Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangement | In accordance with GASB 84, the financial statements for fiduciary activities are presented separately. Fiduciary activities of the Foundation include funds held on behalf of other University related entities. Fiduciary funds are not reflected in the Foundation's financial statements because the resources of those funds are held for the benefit of parties outside the Foundation and are not available to support the Foundation's programs. |
| Schedule D, Part V, Line 4 Intended uses 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. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE IRC AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. THE FOUNDATION'S PRIMARY SOURCE OF UNRELATED BUSINESS INCOME IS FROM CERTAIN INVESTMENTS IN PRIVATE EQUITY PARTNERSHIPS. FOR THE FISCAL YEARS ENDED JUNE 30, 2025 AND 2024, THE FOUNDATION HAD CURRENT INCOME TAX (BENEFIT) EXPENSE OF $(6,849) AND $(3,263), RESPECTIVELY, WHICH ARE INCLUDED AS AN ADJUSTMENT TO INVESTMENT RETURN IN THE ACCOMPANYING STATEMENTS OF REVENUES, EXPENSES AND CHANGES IN NET POSITION. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN VARIOUS STATE AND LOCAL JURISDICTIONS. TAX PERIODS OPEN TO EXAMINATION BY MAJOR TAXING JURISDICTIONS TO WHICH THE FOUNDATION IS SUBJECT INCLUDE FISCAL YEARS ENDED JUNE 30, 2022 THROUGH JUNE 30, 2025. THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH U.S. GAAP FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | UF ALUMNI ASSOCIATION ACTIVITY REPORTED ON SEPARATE RETURN - 1902974 RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE ON PART VIII - 606446 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 2553135 RECLASSIFICATION OF EXPENSE ACCOUNTS ON FINANCIAL STATEMENTS - 797323 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | UF ALUMNI ASSOCIATION ACTIVITY REPORTED ON SEPARATE RETURN - 2411683 RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE ON PART VIII - 606446 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | TRANSFERS TO THE UF ALUMNI ASSOCIATION NOT SHOWN FOR BOOK PURPOSES - 508876 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| North America (Canada & Mexico only) | 0 | 0 | ADVANCEMENT | $172,443 |
| East Asia and the Pacific | 0 | 0 | ADVANCEMENT | $30,100 |
| Europe (Including Iceland and Greenland) | 0 | 0 | ADVANCEMENT | $2,196 |
| Sub-Saharan Africa | 0 | 0 | ADVANCEMENT | $1,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $205,869 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $205,869 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SUB-SAHARAN AFRICA-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3018 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE PROGRAM | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $546,758 | GrossReceiptsAmt |
| Retained By Contractor | $1,003,682 | RetainedByContractorAmt |
| Net To Organization | -$456,924 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $546,758 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,003,682 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$456,924 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF FLORIDA | ||||||||||
| PO BOX 113203 | GAINESVILLE | FL | 32611 | 596002052 | $5,860,764 | SCHOLARSHIP | ||||
| UNIVERSITY OF FLORIDA | ||||||||||
| PO BOX 113203 | GAINESVILLE | FL | 32611 | 596002052 | $229,377,041 | UNIVERSITY OF FLORIDA: UNIVERSITY PROGRAMS OTHER THAN SCHOLARSHIPS | ||||
| UNIVERSITY OF FLORIDA | ||||||||||
| PO BOX 113203 | GAINESVILLE | FL | 32611 | 596002052 | UNIVERSITY OF FLORIDA: UNIVERSITY PROGRAMS OTHER THAN SCHOLARSHIPS | $13,101,606 | APPRAISAL,FMV | TANGIBLE PROPERTY | ||
| UF ALUMNI ASSOCIATION | ||||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | 592911059 | $492,715 | UF ALUMNI ASSOCIATION: UNIVERSITY PROGRAMS OTHER THAN SCHOLARSHIPS | 501(C)(3) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OF FLORIDA FOUNDATION, INC. 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 UNIVERSITY OF FLORIDA ALUMNI ASSOCIATION (UFAA) OPERATES AS A UNIT WITHIN THE UNIVERSITY OF FLORIDA FOUNDATION, INC. THEREFORE, ALL CASH DISBURSEMENTS FOR THE UFAA ARE SUBJECT TO THE SAME CONTROLS AS THE UNIVERSITY OF FLORIDA FOUNDATION, INC. THE UNIVERSITY OF FLORIDA FOUNDATION, INC. 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 UNIVERSITY OF FLORIDA FOUNDATION, INC. AND ARE DEEMED ADEQUATE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT J ANGLE | ||||||||||||||
| DIRECTOR | $0 | $556,395 | $0 | $24,000 | $0 | $0 | $0 | $32,471 | $0 | $24,710 | $0 | $637,576 | $0 | $0 |
| W KENT FUCHS | ||||||||||||||
| DIRECTOR | $0 | $579,980 | $0 | $0 | $0 | $208,740 | $0 | $119,094 | $0 | $87,938 | $0 | $995,752 | $0 | $0 |
| JOSEPH GLOVER | ||||||||||||||
| DIRECTOR | $0 | $476,251 | $0 | $50,000 | $0 | $692 | $0 | $46,414 | $0 | $12,009 | $0 | $585,366 | $0 | $0 |
| TAYLOR JANTZ | ||||||||||||||
| DIRECTOR | $0 | $444,122 | $0 | $25,000 | $0 | $4,598 | $0 | $120,087 | $0 | $11,827 | $0 | $605,634 | $0 | $0 |
| DAVID M CHRISTIE | ||||||||||||||
| ASSOC VP & COO | $288,924 | $0 | $25,000 | $0 | $2,325 | $0 | $29,493 | $0 | $24,887 | $0 | $370,629 | $0 | $0 | $0 |
| MICHAEL S JOHNSON | ||||||||||||||
| ASSISTANT VP & CFO | $236,499 | $0 | $15,000 | $0 | $1,900 | $0 | $32,904 | $0 | $23,576 | $0 | $309,879 | $0 | $0 | $0 |
| MARIA MARTIN | ||||||||||||||
| EXEC. VICE PRESIDENT | $327,962 | $0 | $25,600 | $0 | $4,048 | $0 | $33,533 | $0 | $25,588 | $0 | $416,731 | $0 | $0 | $0 |
| KIMBERLY M METZGER | ||||||||||||||
| ASSOCIATE VICE PRESIDENT | $349,274 | $0 | $600 | $0 | $43,203 | $0 | $45,268 | $0 | $24,412 | $0 | $462,757 | $0 | $0 | $0 |
| JONATHAN W CANNON | ||||||||||||||
| EXECUTIVE DIRECTOR OF DEVELOPMENT | $224,077 | $0 | $600 | $0 | $2,450 | $0 | $23,126 | $0 | $26,288 | $0 | $276,541 | $0 | $0 | $0 |
| LAURA HP CARTER | ||||||||||||||
| ASSISTANT VICE PRESIDENT | $235,893 | $0 | $600 | $0 | $2,524 | $0 | $24,408 | $0 | $27,273 | $0 | $290,698 | $0 | $0 | $0 |
| AUDREY G GEOFFROY | ||||||||||||||
| ASSISTANT VICE PRESIDENT | $209,973 | $0 | $26,500 | $0 | $1,690 | $0 | $29,270 | $0 | $23,589 | $0 | $291,022 | $0 | $0 | $0 |
| ANNA M HARPER | ||||||||||||||
| ASSOCIATE VICE PRESIDENT | $230,566 | $0 | $22,128 | $0 | $2,433 | $0 | $32,006 | $0 | $22,963 | $0 | $310,096 | $0 | $0 | $0 |
| JOSEPH A MANDERNACH | ||||||||||||||
| ASSOCIATE VICE PRESIDENT | $331,645 | $0 | $0 | $0 | $600 | $0 | $32,153 | $0 | $3,093 | $0 | $367,491 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | PRIVATE AIRCRAFT ARE USED, AS APPROPRIATE, WHEN UNIVERSITY OF FLORIDA FOUNDATION (UFF) LEADERSHIP AND UNIVERSITY OF FLORIDA (UF) LEADERSHIP NEED TO MAKE A UNIVERSITY BUSINESS TRIP WHEN THE TIMING OR LOCATION NECESSITATES THE USE OF SUCH PLANES. TRAVEL IS PROVIDED, ON FUNDRAISING TRIPS, FOR COMPANIONS OF UFF LEADERSHIP WHEN A BONA FIDE BUSINESS PURPOSE EXISTS. THESE BENEFITS ARE NOT TAXABLE INCOME TO THE RECIPIENTS ON SCHEDULE J, PART II. |
| Schedule J, Part I, Line 1a Travel for companions | TRAVEL IS PROVIDED, ON FUNDRAISING TRIPS, FOR COMPANIONS OF UFF LEADERSHIP WHEN A BONA FIDE BUSINESS PURPOSE EXISTS. |
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | THE UNIVERSITY OF FLORIDA, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION FOR THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $632,254 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,757 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 157 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,358,942 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,166,935 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MUSEUM SPECIMENS | 21 | $132,290 | Market value |
| Yes (X) | LIVESTOCK | 6 | $6 | Market value |
| Yes (X) | EQUIPMENT & SUPPLIES | 71 | $12,000,273 | Market value |
| Yes (X) | AUCTION ITEMS | 23 | $19,350 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 11 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I COLUMN (b) | THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF UNIQUE CONTRIBUTIONS RECEIVED. |
| Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions | THE FOUNDATION USES AUCTION HOUSES AND THIRD-PARTY BROKERS TO SELL DONATED PROPERTY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 | THE MISSION OF THE UNIVERSITY OF FLORIDA FOUNDATION, INC. IS TO EXCLUSIVELY SUPPORT AND ENHANCE THE UNIVERSITY OF FLORIDA, A COMPREHENSIVE LEARNING INSTITUTION BUILT ON A LAND-GRANT FOUNDATION, IN ITS MISSION OF "EXCELLENCE IN EDUCATION AND RESEARCH AND SHAPING A BETTER FUTURE FOR FLORIDA, THE NATION, AND THE WORLD," AS DETERMINED BY THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES, BY CREATING AWARENESS, BUILDING RELATIONSHIPS, SECURING PRIVATE SUPPORT, RECOGNIZING DONORS, AND PERFORMING ALL BUSINESS-RELATED MATTERS TO ACCOMPLISH THESE PURPOSES. |
| Form 990, Part III, Line 1 | THE MISSION OF THE UNIVERSITY OF FLORIDA FOUNDATION, INC. IS TO EXCLUSIVELY SUPPORT AND ENHANCE THE UNIVERSITY OF FLORIDA, A COMPREHENSIVE LEARNING INSTITUTION BUILT ON A LAND-GRANT FOUNDATION, IN ITS MISSION OF "EXCELLENCE IN EDUCATION AND RESEARCH AND SHAPING A BETTER FUTURE FOR FLORIDA, THE NATION, AND THE WORLD," AS DETERMINED BY THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES, BY CREATING AWARENESS, BUILDING RELATIONSHIPS, SECURING PRIVATE SUPPORT, RECOGNIZING DONORS, AND PERFORMING ALL BUSINESS-RELATED MATTERS TO ACCOMPLISH THESE PURPOSES. |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 24,480,334 including grants of $ 15,810,166)(Revenue $ 980,891) THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR THE UNIVERSITY OF FLORIDA TO CONSTRUCT NEW BUILDINGS AND RENOVATE EXISTING FACILITIES TO ENHANCE THE EDUCATION EXPERIENCE OF ALL STUDENTS. |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 19,460,151 including grants of $ 20,386,546)(Revenue $ 779,739) THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR THE UNIVERSITY OF FLORIDA FOR RESEARCH FUNDING. |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 9,566,447 including grants of $ 9,730,893)(Revenue $ 383,313) THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR OTHER PURPOSES, INCLUDING, BUT NOT LIMITED TO, SPECIAL EVENTS, PROJECTS AND PROGRAMS WITH MULTIPLE OR BROAD PURPOSES. |
| Form 990, Part V, Line 2a | THE 368 EMPLOYEES REPORTED ON FORM 990 PART V, LINE 2A, ARE LEGALLY UNIVERSITY OF FLORIDA EMPLOYEES, BUT 100% OF THEIR TIME IS DEDICATED TO THE UNIVERSITY OF FLORIDA FOUNDATION, INC. THE UNIVERSITY OF FLORIDA ACTS AS AN AGENT FOR PAYROLL SERVICES FOR THE FOUNDATION. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | RAHUL PATEL AND SWATI PATEL - Family relationship, CHERIE FINE, GRIER PRESSLY, KATIE PRESSLY, KRISTY PRESSLY - Family relationship, MICHAEL MINTON AND MISTY MINTON - Family relationship, CINDY WEISS AND STEVE WEISS - Family relationship, CHIP LANE AND MARY LANE - Family relationship, ALLEN LASTINGER AND DELORES LASTINGER - Family relationship, JIM PUGH AND ALEXIS PUGH - Family relationship, MARCELLA SCHERER AND MARK SCHERER - Family relationship, HAP SHASHY AND BARBARA WRIGHT - Family relationship, CHRISTY POWELL AND EARL POWELL - Family relationship |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | THE EXECUTIVE BOARD IS COMPOSED OF ELECTED DIRECTORS AND EX-OFFICIO OFFICERS. CANDIDATES FOR ELECTED DIRECTORS WILL BE REVIEWED BY THE BOARD NOMINATING ADVISORY COMMITTEE AND EACH CANDIDATE WILL BE SUBJECT TO CONFIRMATION BY THE UNIVERSITY PRESIDENT PRIOR TO STANDING FOR ELECTION. THE EXECUTIVE BOARD WILL ELECT THE DIRECTORS FROM THE CONFIRMED BOARD NOMINATING ADVISORY COMMITTEE SLATE, SUBJECT TO CONFIRMATION BY THE BOARD OF TRUSTEES BEFORE THEIR TERM COMMENCES. THE EX-OFFICIO DIRECTORS ARE FULL VOTING MEMBERS OF THE EXECUTIVE BOARD AND ARE: ONE APPOINTEE OF THE CHAIR OF THE BOARD OF TRUSTEES OR OF HIS OR HER DESIGNEE, THE UNIVERSITY PRESIDENT OR HIS OR HER DESIGNEE, TWO MEMBERS APPOINTED BY THE UNIVERSITY PRESIDENT, THE CHAIR OF THE DEANS/DIRECTORS DEVELOPMENT COUNCIL, A FACULTY REPRESENTATIVE CHOSEN BY THE EXECUTIVE VICE PRESIDENT IN CONSULTATION WITH UNIVERSITY AND FACULTY SENATE LEADERSHIP TO SERVE A TWO-YEAR TERM, THE IMMEDIATE PAST CHAIR OF THE FOUNDATION, AND THE CHAIRS OF THE FOLLOWING DESIGNATED COMMITTEES: BOARD NOMINATING, AUDIT, FINANCE, GOVERNANCE, PHILANTHROPY AND DONOR RELATIONS, AND TALENT MANAGEMENT. THE CHAIRS AND VICE CHAIRS OF EACH OF THE DESIGNATED COMMITTEES WILL BE REVIEWED BY THE BOARD NOMINATING ADVISORY COMMITTEE, AND ELECTED BY THE EXECUTIVE BOARD FOR 2 YEAR TERMS FROM THE BOARD NOMINATING ADVISORY COMMITTEE SLATE. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | ALL AMENDMENTS TO THE BYLAWS AND ARTICLES ARE SUBJECT TO APPROVAL BY THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES AND THE PRESIDENT. ALL AMENDMENTS TO THE BYLAWS ARE SUBJECT TO APPROVAL BY THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEE CHAIR, WITH NOTICE TO THE VICE CHAIR, AND THE PRESIDENT. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | 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, Line 12c Conflict of interest policy | 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 TO DETERMINE WHETHER FURTHER ACTION IS NECESSARY. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | COMPENSATION FOR MANAGEMENT IS REVIEWED AND SET BY THE PRESIDENT OF THE UNIVERSITY OF FLORIDA, OR HIS DESIGNEE, IN ACCORDANCE WITH THE UNIVERSITY'S POLICIES. THESE POLICIES REQUIRE THAT COMPARABLE DATA BE USED TO DETERMINE THAT MANAGEMENT IS COMPENSATED FAIRLY AND COMPETITIVELY WHEN COMPARED TO SIMILAR ROLES IN OTHER UNIVERSITY FOUNDATIONS NATIONALLY. DISCUSSIONS AND DECISIONS PERTAINING TO MATTERS OF COMPENSATION ARE DOCUMENTED IN ACCORDANCE WITH UNIVERSITY, FOUNDATION, AND INDUSTRY GUIDELINES. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | COMPENSATION FOR MANAGEMENT IS REVIEWED AND SET BY THE PRESIDENT OF THE UNIVERSITY OF FLORIDA, OR HIS DESIGNEE, IN ACCORDANCE WITH THE UNIVERSITY'S POLICIES. THESE POLICIES REQUIRE THAT COMPARABLE DATA BE USED TO DETERMINE THAT MANAGEMENT IS COMPENSATED FAIRLY AND COMPETITIVELY WHEN COMPARED TO SIMILAR ROLES IN OTHER UNIVERSITY FOUNDATIONS NATIONALLY. DISCUSSIONS AND DECISIONS PERTAINING TO MATTERS OF COMPENSATION ARE DOCUMENTED IN ACCORDANCE WITH UNIVERSITY, FOUNDATION, AND INDUSTRY GUIDELINES. |
| Form 990, Part VI, Line 19 Required documents available to the public | ALL ARE AVAILABLE ON THE UNIVERSITY OF FLORIDA FOUNDATION'S WEBSITE AND UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). |
| Form 990, Part VII, Section A, Line 1a, Column (E) | BOARD MEMBERS WITH COMPENSATION FROM RELATED ORGANIZATIONS ARE EMPLOYEES OF THE UNIVERSITY OF FLORIDA, A RELATED ORGANIZATION. THEY ARE NOT COMPENSATED BY THE UNIVERSITY OF FLORIDA FOUNDATION NOR DO THEY PERFORM SERVICES FOR THE FOUNDATION AS UNIVERSITY EMPLOYEES. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | RECLASSIFICATION OF ACCOUNTS ON FINANCIAL STATEMENTS - 797490; CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 2553135; Total - 3350625; |
| Form 990, Part XII, Line 2c | THE PROCESS FOR SELECTING THE INDEPENDENT AUDITOR HAS REMAINED THE SAME. THE REQUEST FOR PROPOSAL (RFP) PROCESS IS EVERY TEN YEARS TO ALIGN WITH THE FIVE-YEAR PARTNER ROTATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF FLORIDA | ||||||||||
| PO BOX 113203 | GAINESVILLE | FL | 32611 | 596002052 | UNIVERSITY | FL | NA | false | ||
| UNIVERSITY OF FLORIDA ALUMNI ASSOCIATION | ||||||||||
| 2012 W UNIVERSITY AVENUE | GAINESVILLE | FL | 32603 | 592911059 | SUPPORTING ORGANIZATION | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | 7 |
| UNIVERSITY ATHLETIC ASSOCIATION INC | ||||||||||
| PO BOX 14485 | GAINESVILLE | FL | 32604 | 596002050 | ATHLETIC PROGRAM | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | 5 |
| UNIVERSITY OF FL RESEARCH FDN INC | ||||||||||
| PO BOX 115500 | GAINESVILLE | FL | 32611 | 592729133 | RESEARCH ACTIVITIES | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | Type I |
| GATORCARE HEALTH MGMT CORPORATION | ||||||||||
| 1329 SW 16TH STREET NO 2204 | GAINESVILLE | FL | 32610 | 461185106 | INSURANCE MANAGEMENT | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | Type I |
| FLORIDA FOUNDATION SEED PRODUCERS INC | ||||||||||
| PO BOX 309 | GREENWOOD | FL | 32443 | 590931036 | AGRICULTURE | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | 5 |
| UNIVERSITY OF FL DEVELOPMENT CORP | ||||||||||
| PO BOX 113135 | GAINESVILLE | FL | 32611 | 352427022 | INNOVATION | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | Type I |
| GATOR BOOSTERS INC | ||||||||||
| PO BOX 13796 | GAINESVILLE | FL | 32604 | 590737883 | ATHLETIC SUPPORT | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | 5 |
| CITRUS RESEARCH & DEVELOPMENT FDN INC | ||||||||||
| 700 EXPERIMENT STATION ROAD | LAKE ALFRED | FL | 33850 | 264825142 | AGRICULTURE RESEARCH | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | Type III-O |
| FLORIDA 4-H CLUB FOUNDATION INC | ||||||||||
| 1604 MCCARTY DRIVE NO 1040 | GAINESVILLE | FL | 32611 | 591000186 | YOUTH PROGRAM | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | 7 |
| UNIV OF FL LEADERSHIP & EDU FDN INC | ||||||||||
| PO BOX 110750 | GAINESVILLE | FL | 32611 | 593104978 | AGRICULTURE EDUCATION | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | 10 |
| UNIVERSITY OF FL INVESTMENT CORPORATION | ||||||||||
| 800 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 201226494 | INVESTMENT MANAGEMENT | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | Type I |
| UF HISTORIC ST AUGUSTINE INC | ||||||||||
| PO BOX 115350 | GAINESVILLE | FL | 32611 | 274751236 | PROPERTY PRESERVATION | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | 7 |
| SOUTHWEST FL RESEARCH & EDU FDN INC | ||||||||||
| 2686 STATE ROAD 29 NORTH | IMMOKALEE | FL | 34142 | 650325899 | RESEARCH SUPPORT | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | 10 |
| CATTLE ENHANCEMENT BOARD INC | ||||||||||
| 800 SHAKERAG ROAD | KISSIMMEE | FL | 34744 | 812582655 | CATTLE RESEARCH | FL | UNIVERSITY OF FLORIDA | false | 501(c)(3) | 5 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FL PRIVATE INVESTMENTS FUND LP | ||||||||||
| 800 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 270277240 | INVESTMENT IN OTHER ENTITIES | DE | UFICO | Excluded | false | false |
| FL LONG TERM POOL FUND LP | ||||||||||
| 801 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 270277090 | INVESTMENT IN OTHER ENTITIES | DE | UFICO | Excluded | false | false |
| FL SHORT-TERM POOL FUND LP | ||||||||||
| 802 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 270276790 | INVESTMENT IN OTHER ENTITIES | DE | UFICO | Excluded | false | false |
| FL GLOBAL EQUITY FUND LLC | ||||||||||
| 803 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 270276884 | INVESTMENT IN OTHER ENTITIES | DE | UFICO | Excluded | false | false |
| FL GLOBAL FIXED INCOME FUND LLC | ||||||||||
| 804 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 270277004 | INVESTMENT IN OTHER ENTITIES | DE | UFICO | Excluded | false | false |
| FL HEDGED STRATEGIES FUND LLC | ||||||||||
| 805 SW 2ND AVENUE THIRD FLOOR | GAINESVILLE | FL | 32601 | 270277727 | INVESTMENT IN OTHER ENTITIES | DE | UFICO | Excluded | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (88) | |||
| SUPPORT | FL | Trust | false |
| CHARITABLE LEAD TRUST (1) | |||
| SUPPORT | FL | Trust | false |
| CHARITABLE REMAINDER TRUST (1) | |||
| SUPPORT | MD | Trust | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| University of Florida | ||
| B | $268,455,267 | FMV |
| University of Florida | ||
| C | -$20,620,882 | FMV |
| University of Florida | ||
| E | -$31,074 | FMV |
| University of Florida | ||
| E | $122,101,753 | FMV |
| University of Florida | ||
| J | $72,120 | FMV |
| University of Florida | ||
| K | $1,431,505 | FMV |
| University of Florida | ||
| O | $22,237,443 | FMV |
| University of Florida | ||
| Q | -$1,413,448 | FMV |
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