2026-04-22T08:35:55+00:00 2025-06-30 135381590 BDO USA 450 S ORANGE AVE STE 550 ORLANDO FL 328013308 990 2024-07-01 590974739 THE UNIVERSITY OF FLORIDA FOUNDATION INC UNIV 3523925497 PO BOX 14425 GAINESVILLE FL 32604 MIKE JOHNSON TREASURER 2026-04-22 true JAKE COOK P01240455 4078416930 2026-04-13 2024 2025-03-06 01:10:19Z MIKE JOHNSON PO BOX 14425 GAINESVILLE FL 32604 298175822 false X WWW.UFF.UFL.EDU X 1964 FL SEE SCHEDULE O 22 18 368 372 0 0 236793477 228339581 0 23914248 26446145 8423706 5796978 269131431 260582704 240161899 248832125 0 23249214 23060173 913603 1003682 21205455 23056246 23570865 287380962 296466845 -18249531 -35884141 2887204904 3101806691 73409480 64409367 2813795424 3037397324 X SEE SCHEDULE O false false 138668702 136633604 1026250 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. 31855330 33528134 1276396 THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR THE UNIVERSITY OF FLORIDA FOR DONOR PROVIDED FINANCIAL AID TO QUALIFIED STUDENTS. 31107279 32742782 1246423 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. 24480334 15810166 980891 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. 19460151 20386546 779739 THE UNIVERSITY OF FLORIDA FOUNDATION, INC. RECEIVES AND ADMINISTERS PRIVATE SUPPORT FOR THE UNIVERSITY OF FLORIDA FOR RESEARCH FUNDING. 9566447 9730893 383313 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. 53506932 45927605 2143943 255138243 true true false true false false true true true true true true false false true true false true false false true false false true false false false true false true false false false false false false false false false false true true false false false true false false true false true X 148 0 true 368 true true true false false false false true true false false false false false false X 22 18 true false false false false true true true true false false false false true true true true true true true false false CA CO DC KY LA ME AK MD MA MI MN NV NH NJ NY OH OR SC UT WA WI X X MIKE JOHNSON 3523925497 PO BOX 14425 GAINESVILLE FL 32604 Anita G Zucker DIRECTOR 1.0 0 X 0 0 0 Cheryl S Cook DIRECTOR 1.0 0 X 0 0 0 Chris A Malachowsky DIRECTOR 1.0 0 X 0 0 0 Christy A Powell DIRECTOR 1.0 0 X 0 0 0 Cynthia L Pekrul DIRECTOR 1.0 0 X 0 0 0 Eugene K Pettis DIRECTOR 1.0 0 X 0 0 0 Howard M Sheridan DIRECTOR 1.0 0 X 0 0 0 Joelen K Merkel DIRECTOR 1.0 0 X 0 0 0 Jose A Costa DIRECTOR 1.0 0 X 0 0 0 JOSEPH GLOVER DIRECTOR 1.0 40.0 X 0 526943 58423 Karen H Unger DIRECTOR 1.0 0 X 0 0 0 Linda S P Hudson DIRECTOR 1.0 0 X 0 0 0 Mark A Rosser DIRECTOR 1.0 0 X 0 0 0 Monisa K Cline DIRECTOR 1.0 0 X 0 0 0 Patricia L Pacey DIRECTOR 1.0 0 X 0 0 0 Rahul Patel DIRECTOR 1.0 0 X 0 0 0 Robert G Stern DIRECTOR 1.0 0 X 0 0 0 Sachio Semmoto DIRECTOR 1.0 0 X 0 0 0 SCOTT J ANGLE DIRECTOR 1.0 40.0 X 0 580395 57181 Swati R Patel DIRECTOR 1.0 0 X 0 0 0 TAYLOR JANTZ DIRECTOR 1.0 40.0 X 0 473720 131914 W KENT FUCHS DIRECTOR 1.0 41.0 X 0 788720 207032 DAVID M CHRISTIE ASSOC VP & COO 40.0 0 X 316249 0 54380 DAVID NELMS VICE CHAIR 1.0 0 X 0 0 0 JON PRITCHETT CHAIR 1.0 0 X 0 0 0 MARIA MARTIN EXEC. VICE PRESIDENT 40.0 1.0 X 357610 0 59121 MICHAEL S JOHNSON ASSISTANT VP & CFO 40.0 0 X 253399 0 56480 TARA BOONSTRA SECRETARY 40.0 0 X 105065 0 38149 KIMBERLY M METZGER ASSOCIATE VICE PRESIDENT 40.0 0 X 393077 0 69680 ANNA M HARPER ASSOCIATE VICE PRESIDENT 40.0 0 X 255127 0 54969 AUDREY G GEOFFROY ASSISTANT VICE PRESIDENT 40.0 0 X 238163 0 52859 JONATHAN W CANNON EXECUTIVE DIRECTOR OF DEVELOPMENT 40.0 0 X 227127 0 49414 JOSEPH A MANDERNACH ASSOCIATE VICE PRESIDENT 40.0 0 X 332245 0 35246 LAURA HP CARTER ASSISTANT VICE PRESIDENT 40.0 0 X 239017 0 51681 2717079 2369778 976529 93 false true false Ruffalo Noel Levitz LLC PO Box 718 Des Moines IA 50303 Professional Fundraisers 1016260 Salesforce com Inc 415 Mission St 3rd Floor San Francisco CA 94105 Technology services 914158 WPP Group USA Inc 3 World Trade Center New York NY 10007 Professional services 892000 NU Advisory Partners LLC 1634 Fernando Drive Tallahasse FL 32303 Professional services 646522 UC Innovation Inc 2855 Michelle Drive Suite 190 Irvine CA 92606 Professional services 528103 34 7030000 221309581 25311807 228339581 0 0 0 0 0 50064 50064 2534350 2534350 710412 606446 103966 0 103966 103966 63382753 36986672 26396081 0 26396081 26396081 TRANSFERS FROM COMPONENT UNITS 900099 196184 196184 MISCELLANEOUS 900099 2701433 2701433 REUNIONS AND OTHER EVENTS 900099 261045 261045 0 0 0 0 3158662 260582704 5693012 0 26550111 248832125 248832125 1394321 500934 893387 15656646 4354171 11302475 6009206 4057998 1951208 256655 214270 29085 13300 230087 27500 202587 454594 454594 1003682 1003682 3470573 3470573 6325853 823646 4939996 562211 175561 59345 0 116216 1700531 262498 492712 945321 398646 96 379262 19288 331949 49640 185829 96480 1400977 159643 147950 1093384 1326987 93477 473963 759547 30910 22926 7984 1334756 96303 1238453 486133 485852 281 MAINTENANCE 50953 0 49590 1363 ENTERTAINMENT 971092 269463 39331 662298 DUES & SUBSCRIPTIONS 488110 302144 185966 0 MISCELLANEOUS EXPENSE 4136498 0 2351484 1785014 0 0 0 0 296466845 255138243 20123147 21205455 28533311 23724243 1441110 2354232 112620354 88291649 13203880 734322 0 0 0 0 900352 835658 128573440 21506882 107306543 107066558 1896602 1921742 2505907873 2737670840 0 115394879 139207447 2887204904 3101806691 11846023 3304986 0 0 396193 365120 61167264 60739261 73409480 64409367 X 261730948 251584882 104284755 104167874 2447779721 2681644568 2813795424 3037397324 2887204904 3101806691 X -35884141 256135416 3350625 X false true true false X 263188787 248254709 178764468 236793477 221309581 1148311022 0 14533244 15574056 16708177 20373985 21872585 89062047 277722031 263828765 195472645 257167462 243182166 1237373069 35575761 1201797308 2655987 6293986 5143262 3680665 3294826 21068726 0 3104348 3207198 7139148 5640439 7688662 26779795 1285221590 0 0.93509 0.93134 X Schedule A, Part II, Line 10 Other Income 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; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 454594 false false 454594 false Schedule C, Part II-B, Line 1g 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 X X 1 0.25 0 0 0 1 false 0 X X X X true true 48632017 9281599 14470776 43442840 false 2447779721 78796972 278321127 23959883 68812160 30481209 2681644568 2333536909 62511435 167468114 22473210 64466514 28797013 2447779721 2272031288 78919673 92535676 21515458 60798258 27636012 2333536909 2375271275 57331962 -51376517 21215606 60927836 27051990 2272031288 1844027357 53744513 570399955 18436098 51108091 23356361 2375271275 0.0 0.9997 0.0003 false false 103713555 103713555 6395228 3797067 2598161 9483840 8908852 574988 8980817 8800963 179854 107066558 Closely-held equity interests Financial derivatives COMMINGLED FUNDS 56081396 F PRIVATE EQUITY 2681589444 F 2737670840 Federal Income Taxes ANNUITY & TRUST LIABILITIES 38073245 DEFERRED INFLOWS OF RESOURCES: SPLIT INTEREST 20502774 DEFERRED INFLOWS OF RESOURCES: EXTERNAL TRUSTS 2163242 60739261 X 541347112 256135416 21872585 5859878 283867879 257479233 3103471 0 3103471 260582704 317745212 21872585 3018129 24890714 292854498 3103471 508876 3612347 296466845 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 North America (Canada & Mexico only) 0 0 ADVANCEMENT 172443 East Asia and the Pacific 0 0 ADVANCEMENT 30100 Europe (Including Iceland and Greenland) 0 0 ADVANCEMENT 2196 Sub-Saharan Africa 0 0 ADVANCEMENT 1130 0 0 0 0 0 0 205869 0 205869 true false false false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SUB-SAHARAN AFRICA-Accrual X X X X X X true RUFFALO NOEL LEVITY PO BOX 3018 CEDAR RAPIDS IA 52406 PHONE PROGRAM false 546758 1003682 -456924 546758 1003682 -456924 CA CO CT DC FL GA AL HI IL KS KY LA ME AK MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA AZ RI SC TN UT VA AR WA WV WI true UNIVERSITY OF FLORIDA PO BOX 113203 GAINESVILLE FL 32611 596002052 5860764 SCHOLARSHIP UNIVERSITY OF FLORIDA PO BOX 113203 GAINESVILLE FL 32611 596002052 229377041 UNIVERSITY OF FLORIDA: UNIVERSITY PROGRAMS OTHER THAN SCHOLARSHIPS UNIVERSITY OF FLORIDA PO BOX 113203 GAINESVILLE FL 32611 596002052 13101606 APPRAISAL,FMV TANGIBLE PROPERTY UNIVERSITY OF FLORIDA: UNIVERSITY PROGRAMS OTHER THAN SCHOLARSHIPS UF ALUMNI ASSOCIATION PO BOX 14425 GAINESVILLE FL 32604 592911059 501(C)(3) 492715 UF ALUMNI ASSOCIATION: UNIVERSITY PROGRAMS OTHER THAN SCHOLARSHIPS 2 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds 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. X X true true false false false false false false false false false SCOTT J ANGLE DIRECTOR 0 556395 0 24000 0 0 0 32471 0 24710 0 637576 0 0 W KENT FUCHS DIRECTOR 0 579980 0 0 0 208740 0 119094 0 87938 0 995752 0 0 JOSEPH GLOVER DIRECTOR 0 476251 0 50000 0 692 0 46414 0 12009 0 585366 0 0 TAYLOR JANTZ DIRECTOR 0 444122 0 25000 0 4598 0 120087 0 11827 0 605634 0 0 DAVID M CHRISTIE ASSOC VP & COO 288924 0 25000 0 2325 0 29493 0 24887 0 370629 0 0 0 MICHAEL S JOHNSON ASSISTANT VP & CFO 236499 0 15000 0 1900 0 32904 0 23576 0 309879 0 0 0 MARIA MARTIN EXEC. VICE PRESIDENT 327962 0 25600 0 4048 0 33533 0 25588 0 416731 0 0 0 KIMBERLY M METZGER ASSOCIATE VICE PRESIDENT 349274 0 600 0 43203 0 45268 0 24412 0 462757 0 0 0 JONATHAN W CANNON EXECUTIVE DIRECTOR OF DEVELOPMENT 224077 0 600 0 2450 0 23126 0 26288 0 276541 0 0 0 LAURA HP CARTER ASSISTANT VICE PRESIDENT 235893 0 600 0 2524 0 24408 0 27273 0 290698 0 0 0 AUDREY G GEOFFROY ASSISTANT VICE PRESIDENT 209973 0 26500 0 1690 0 29270 0 23589 0 291022 0 0 0 ANNA M HARPER ASSOCIATE VICE PRESIDENT 230566 0 22128 0 2433 0 32006 0 22963 0 310096 0 0 0 JOSEPH A MANDERNACH ASSOCIATE VICE PRESIDENT 331645 0 0 0 600 0 32153 0 3093 0 367491 0 0 0 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 33 632254 Market value X 1757 Market value 157 11358942 Market value 4 1166935 Market value X MUSEUM SPECIMENS 21 132290 Market value X LIVESTOCK 6 6 Market value X EQUIPMENT & SUPPLIES 71 12000273 Market value X AUCTION ITEMS 23 19350 Market value 11 false true true 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. 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. 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