FLORIDA STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA STATE UNIVERSITY FOUNDATION INC (EIN 59-6152180)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-27
- IRS object ID
- 202331179349300043
- Schema version
- 2021v4.2
- 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 | 2023-04-27T15:58:31-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7351 OFFICE PARK PLACE | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329408229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596152180 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FLORIDA STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 8506446000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 W COLLEGE AVENUE | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN F CARRIGAN | PersonNm |
| Person Title | CFO/ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 8506440749 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | CARRIGAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIANA KREUL | PreparerPersonNm |
| PTIN | P01204534 | PTIN |
| Phone | 3217516200 | PhoneNum |
| Preparation | 2023-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN F CARRIGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 W COLLEGE AVENUE | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $344,432,736 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOUNDATION.FSU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE FLORIDA STATE UNIVERSITY FOUNDATION ENHANCES THE ACADEMIC MISSION AND VISION OF FLORIDA STATE UNIVERSITY THROUGH ITS ORGANIZED FUNDRAISING ACTIVITIES AND FUNDS MANAGEMENT. THE FSU FOUNDATION ACCOMPLISHES ITS MISSION BY FOSTERING RELATIONSHIPS WITH ALUMNI AND FRIENDS, ADVOCATING CHARITABLE GIVING AND RAISING FUNDS ON BEHALF OF FSU, SOLICITING CONTRIBUTIONS FOR ACADEMIC PURPOSES AS PART OF FSU'S OVERALL ADVANCEMENT EFFORT, INVESTING AND EXPENDING FUNDS TO MEET CURRENT AND FUTURE NEEDS OF FSU, AND STRENGTHENING RELATIONSHIPS WITH DONORS TO FSU. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 142 | TotalEmployeeCnt |
| Total Volunteers | 545 | TotalVolunteersCnt |
| Total Gross UBI | $1,025,452 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $45,415,432 | PYContributionsGrantsAmt |
| CY Contributions Grants | $55,796,318 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $486,986 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $686,967 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,866,077 | PYInvestmentIncomeAmt |
| CY Investment Income | $70,875,594 | CYInvestmentIncomeAmt |
| PY Other Revenue | $348,411 | PYOtherRevenueAmt |
| CY Other Revenue | $549,061 | CYOtherRevenueAmt |
| PY Total Revenue | $97,116,906 | PYTotalRevenueAmt |
| CY Total Revenue | $127,907,940 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $27,307,896 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,109,017 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,277,351 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,285,039 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $376,180 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $386,635 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,009,640 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,324,894 | PYOtherExpensesAmt |
| CY Other Expenses | $39,220,866 | CYOtherExpensesAmt |
| PY Total Expenses | $69,286,321 | PYTotalExpensesAmt |
| CY Total Expenses | $78,001,557 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,830,585 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $49,906,383 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $957,483,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $940,918,551 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,252,979 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,769,757 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $930,230,735 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $919,148,794 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FLORIDA STATE UNIVERSITY FOUNDATION ENHANCES THE ACADEMIC MISSION AND VISION OF FLORIDA STATE UNIVERSITY THROUGH ITS ORGANIZED FUNDRAISING ACTIVITIES AND FUNDS MANAGEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $40,434,203 | ExpenseAmt |
| Grant | $27,109,017 | GrantAmt |
| Revenue | $1,159,864 | RevenueAmt |
| Desc | THE FLORIDA STATE UNIVERSITY FOUNDATION EXPENDS FUNDS FOR PURPOSES THAT ENHANCE THE ACADEMIC MISSION OF FLORIDA STATE UNIVERSITY. ACADEMIC SUPPORT INCLUDES SALARIES, SCHOLARSHIPS & FELLOWSHIPS, RESEARCH, CAPITAL FUNDING, EQUIPMENT & SUPPLIES, TRAVEL, AND OTHER EXPENSES. THIS SUPPORT HELPS THE UNIVERSITY'S OUTSTANDING FACULTY INSPIRE STUDENTS, FOSTER AND ENHANCE STRONG ACADEMIC PROGRAMS, AND SERVE AS A KEY ELEMENT TO INSTITUTIONAL GREATNESS. EMINENT SCHOLARS AND PROFESSORSHIPS ARE PRESTIGIOUS POSITIONS HELD BY THE UNIVERSITY'S MOST ACCOMPLISHED FACULTY. SPENDING TO SUPPORT THESE POSITIONS MEANS THAT ACADEMIC EXCELLENCE WILL BE MAINTAINED. CURRICULUM DEVELOPMENT, INTERNSHIPS, INTERDISCIPLINARY WORK, EXPERIENTIAL LEARNING AND ACADEMIC ENRICHMENT ALL REQUIRE PRIVATE SUPPORT. | Desc |
| Total Program Service Expenses | $40,434,203 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 142 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| 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 | 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 | 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 | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | WV | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN F CARRIGAN | PersonNm |
| Phone | 8506446000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 W COLLEGE AVENUE | AddressLine1Txt |
| City | TALLAHASSEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN E THRASHER PARTIAL YEAR | ||||||||
| TRUSTEE/EX OFFICIO V, FSU PRESIDENT | 1.00 | 40.00 | Yes (X) | $0 | $955,159 | $208,441 | ||
| MICHAEL D HARTLINE | ||||||||
| TRUSTEE/EX OFFICIO V, INTERIM VP FOR UNIVERSITY AD | 13.00 | 27.00 | Yes (X) | $0 | $406,086 | $38,609 | ||
| RICHARD D MCCULLOUGH | ||||||||
| TRUSTEE/EX OFFICIO V, FSU PRESIDENT | 1.00 | 40.00 | Yes (X) | $0 | $310,965 | $96,055 | ||
| ERIC K CHICKEN | ||||||||
| TRUSTEE/EX OFFICIO V, FACULTY SENATE PRESIDENT | 1.00 | 40.00 | Yes (X) | $0 | $191,387 | $41,013 | ||
| NANCY MCKAY | ||||||||
| TRUSTEE/CHAIR, CHAIR, EXECUTIVE COMMITTEE | 1.00 | Yes (X) | $0 | $10,000 | $0 | Yes (X) | ||
| ROBERT E RICE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $3,061 | $0 | |||
| CHRISTOPHER E IANSITI | ||||||||
| TRUSTEE/CHAIR ELECT, CHAIR, TRUSTEESHIP COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CRAIG T LYNCH | ||||||||
| TRUSTEE/SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL C POLAND | ||||||||
| TRUSTEE/TREASURER, CHAIR, FINANCE COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DONNA M ABOOD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RUTH R AKERS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FLORENCE H ASHBY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS BARTELMO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| YVONNE T BROWN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH D CARR | ||||||||
| TRUSTEE, CHAIR, AUDIT COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E COEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES R COTTRELL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK S ELLIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMERON FINK PARTIAL YEAR | ||||||||
| TRUSTEE/EX OFFICIO V, CHAIR, STUDENT FOUNDATION | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA K FRIALL | ||||||||
| TRUSTEE, CHAIR, DONOR STEWARDSHIP COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY D GARGIULO | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY S GUNNING | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANKLIN L HAGENBECK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK A HALL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM C HANEY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARION J HARGETT PARTIAL YEAR | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH HAYDEN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MART P HILL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NAN C HILLIS | ||||||||
| TRUSTEE, CHAIR, DEVELOPMENT COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JACKSON M HITCHCOCK | ||||||||
| TRUSTEE/EX OFFICIO V, CHAIR STUDENT FOUNDATION | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM T HOLD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RUSSELL T KOHL | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B LANE | ||||||||
| TRUSTEE/IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIAHANN W LASSUS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN M LUSK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN J MUDDER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN PITTMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KYLE D RIVA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULA P SMITH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY F STEELE | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AGNES F STOOPS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LOUIS C TAORMINA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN W THIEL | ||||||||
| TRUSTEE/EX OFFICIO V, FSU BOT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ASHBEL C WILLIAMS | ||||||||
| TRUSTEE, CHAIR, INVESTMENT COMMITTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR L FLEMING | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY A JHANJI PARTIAL YEAR | ||||||||
| INTERIM VP OF UNIVERSITY ADVANCEMENT AND EXECUTIVE | 33.00 | 7.00 | $0 | $338,134 | $52,522 | Yes (X) | ||
| MICHAEL S WILLIAMS PARTIAL YEAR | ||||||||
| INTERIM CFO/ACTING ASSISTANT TREASURER | 8.00 | 32.00 | $0 | $239,962 | $90,241 | Yes (X) | ||
| HOLLY NEWELL PARTIAL YEAR | ||||||||
| CFO/ASSISTANT TREASURER | 38.00 | 2.00 | $0 | $166,939 | $40,079 | Yes (X) | ||
| THOMAS W BLOCK | ||||||||
| VP ADV. RELATIONS/ASSISTANT SECRETARY | 40.00 | $0 | $141,597 | $39,131 | Yes (X) | |||
| JOHN F CARRIGAN | ||||||||
| CFO/ASSISTANT TREASURER | 38.00 | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BRANDON T MCCRAY | ||||||||
| ASSOC. VP CONSTITUENT PROGRAMS | 40.00 | $0 | $181,816 | $40,141 | Yes (X) | |||
| JAMES A MCNEILL | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT, COLLEGE OF MEDICIN | 40.00 | $0 | $146,787 | $37,867 | Yes (X) | |||
| PAMELA SPENCER | ||||||||
| VP ADVANCEMENT SERVICES | 40.00 | $0 | $146,749 | $35,404 | Yes (X) | |||
| STEVEN M TERMAN | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT, RINGLING | 40.00 | $0 | $140,523 | $35,497 | Yes (X) | |||
| NANCY B SMILOWITZ | ||||||||
| SENIOR DIRECTOR OF DEVELOPMENT, COLLEGE OF ARTS AN | 40.00 | $0 | $148,887 | $23,209 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,528,052 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $778,209 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||
| PO BOX 10317 | UNIONDALE | NY | 115550317 | INVESTMENT CONSULTING | $1,381,277 |
| RUFFALO NOEL LEVITZ | |||||
| PO BOX 718 | DES MOINES | IA | 503030718 | FUNDRAISING SERVICES | $390,895 |
| RSM US LLP | |||||
| 5155 PAYSPHERE CIRCLE | CHICAGO | IL | 606740051 | ACCOUNTING SERVICES | $221,972 |
| BLACKBAUD INC | |||||
| PO BOX 930256 | ATLANTA | GA | 311930256 | SOFTWARE PROVIDER | $221,559 |
| BANK OF NEW YORK | |||||
| PO BOX 11293 | NEW YORK | NY | 102770411 | BANKING SERVICES | $150,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $213,556 | FundraisingAmt |
| Related Organizations | $7,782,108 | RelatedOrganizationsAmt |
| Government Grants | $1,818,723 | GovernmentGrantsAmt |
| All Other Contributions | $45,981,931 | AllOtherContributionsAmt |
| Noncash Contributions | $5,284,904 | NoncashContributionsAmt |
| Total Contributions | $55,796,318 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REGISTRATION/ADMIN | 561000 | $578,959 | $578,959 |
| SPONSORSHIPS | 561000 | $108,008 | $108,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $686,967 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,058,117 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $769,700 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,288,417 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,562 | TotalRevenueColumnAmt |
| Exclusion | $101,562 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $279,279,890 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $216,462,413 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,817,477 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,817,477 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $242,739 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,574,738 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $25,977 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $213,556 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $62,383 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$36,406 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,005 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$38,411 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $483,905 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $472,897 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,008 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $483,905 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,907,940 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,159,864 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,025,452 | UnrelatedBusinessRevenueAmt |
| Exclusion | $69,926,306 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,109,017 | TotalAmt |
| Program Services | $27,109,017 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $994,836 | TotalAmt |
| Management And General | $247,225 | ManagementAndGeneralAmt |
| Fundraising | $747,611 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,511,705 | TotalAmt |
| Management And General | $2,763,384 | ManagementAndGeneralAmt |
| Fundraising | $4,748,321 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,620 | TotalAmt |
| Management And General | $290,722 | ManagementAndGeneralAmt |
| Fundraising | $453,898 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443,753 | TotalAmt |
| Management And General | $530,194 | ManagementAndGeneralAmt |
| Fundraising | $913,559 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $590,125 | TotalAmt |
| Management And General | $217,317 | ManagementAndGeneralAmt |
| Fundraising | $372,808 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,797 | TotalAmt |
| Program Services | $21,297 | ProgramServicesAmt |
| Management And General | $16,500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,517 | TotalAmt |
| Program Services | $36,000 | ProgramServicesAmt |
| Management And General | $181,517 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,053 | TotalAmt |
| Program Services | $173,053 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,635 | TotalAmt |
| Fundraising | $386,635 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,231,727 | TotalAmt |
| Management And General | $22,231,727 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,795,031 | TotalAmt |
| Program Services | $2,636,363 | ProgramServicesAmt |
| Management And General | $50,720 | ManagementAndGeneralAmt |
| Fundraising | $107,948 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,236,007 | TotalAmt |
| Program Services | $1,195,325 | ProgramServicesAmt |
| Management And General | $9,234 | ManagementAndGeneralAmt |
| Fundraising | $31,448 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,950,857 | TotalAmt |
| Program Services | $2,402,536 | ProgramServicesAmt |
| Management And General | $174,711 | ManagementAndGeneralAmt |
| Fundraising | $373,610 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,804 | TotalAmt |
| Program Services | $87,217 | ProgramServicesAmt |
| Management And General | $193,267 | ManagementAndGeneralAmt |
| Fundraising | $2,320 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,009 | TotalAmt |
| Program Services | $507,232 | ProgramServicesAmt |
| Management And General | $5,698 | ManagementAndGeneralAmt |
| Fundraising | $79 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,221,943 | TotalAmt |
| Program Services | $914,240 | ProgramServicesAmt |
| Management And General | $259,555 | ManagementAndGeneralAmt |
| Fundraising | $48,148 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,603,009 | TotalAmt |
| Program Services | $1,412,703 | ProgramServicesAmt |
| Management And General | $4,278 | ManagementAndGeneralAmt |
| Fundraising | $186,028 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,542 | TotalAmt |
| Program Services | $449,530 | ProgramServicesAmt |
| Management And General | $2,462 | ManagementAndGeneralAmt |
| Fundraising | $34,550 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,016 | TotalAmt |
| Management And General | $193,016 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,631 | TotalAmt |
| Program Services | $78,157 | ProgramServicesAmt |
| Management And General | $133,394 | ManagementAndGeneralAmt |
| Fundraising | $1,080 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CAMPUS & DONOR ENGAGEME | $2,551,914 | $2,295,056 | $8,148 | $248,710 |
| BOOKS, JOURNALS & SUBSC | $717,445 | $373,385 | $39,081 | $304,979 |
| MEMBERSHIP DUES AND FEE | $675,651 | $653,441 | $7,235 | $14,975 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,120,913 | TotalAmt |
| Program Services | $89,651 | ProgramServicesAmt |
| Management And General | $998,329 | ManagementAndGeneralAmt |
| Fundraising | $32,933 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,001,557 | TotalAmt |
| Program Services | $40,434,203 | ProgramServicesAmt |
| Management And General | $28,557,714 | ManagementAndGeneralAmt |
| Fundraising | $9,009,640 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,845,636 | BOYAmt |
| EOY | $8,874,325 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,479,493 | BOYAmt |
| EOY | $58,544,320 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,261,704 | BOYAmt |
| EOY | $53,483,138 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,333 | BOYAmt |
| EOY | $41,588 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,926 | BOYAmt |
| EOY | $237,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,347,496 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,108,880 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,420,174 | BOYAmt |
| EOY | $5,238,616 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,700,866 | BOYAmt |
| EOY | $773,148,233 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,484,582 | BOYAmt |
| EOY | $41,350,886 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $957,483,714 | BOYAmt |
| EOY | $940,918,551 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,119 | BOYAmt |
| EOY | $133,453 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,280,217 | BOYAmt |
| EOY | $1,350,217 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,904,865 | BOYAmt |
| EOY | $2,650,103 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,851,778 | BOYAmt |
| EOY | $17,635,984 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,252,979 | BOYAmt |
| EOY | $21,769,757 | 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 | $237,123,657 | BOYAmt |
| EOY | $240,346,318 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,515,309 | BOYAmt |
| EOY | $2,588,513 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,591,769 | BOYAmt |
| EOY | $676,213,963 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,230,735 | BOYAmt |
| EOY | $919,148,794 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $957,483,714 | BOYAmt |
| EOY | $940,918,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $49,906,383 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$60,988,324 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,802,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,857,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,352,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,415,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,796,318 | CurrentTaxYearAmt |
| Total | $243,223,633 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,802,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,857,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,352,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,415,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,796,318 | CurrentTaxYearAmt |
| Total | $243,223,633 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,913,531 | SubstantialContributorsTotAmt |
| Public Support Total170 | $239,310,102 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,738,329 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,324,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,484,451 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,364,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,159,679 | CurrentTaxYearAmt |
| Total | $34,071,625 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,505 | CurrentTaxYearAmt |
| Total | $3,105 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,200,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,136,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,218,307 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $260,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $507,377 | CurrentTaxYearAmt |
| Total | $6,323,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $283,621,863 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,676,862 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84730 | 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, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER - 2017 AMOUNT: $ 2,143,322. 2018 AMOUNT: $ 2,086,005. 2019 AMOUNT: $ 1,164,463. 2020 AMOUNT: $ 247,778. 2021 AMOUNT: $ 483,405. GROSS INCOME FROM FUNDRAISING EVENTS - 2017 AMOUNT: $ 57,598. 2018 AMOUNT: $ 50,428. 2019 AMOUNT: $ 53,844. 2020 AMOUNT: $ 12,685. 2021 AMOUNT: $ 23,972. | 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 | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $173,053 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $173,053 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | FEES OF $173,053 WERE PAID TO CONSULTANTS FOR SERVICES TO SUPPORT THE INTERESTS OF FLORIDA STATE UNIVERSITY; NO PAYMENTS WERE IN SUPPORT OF, OR IN OPPOSITION TO, ANY CANDIDATE FOR POLITICAL OFFICE. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $690,591,769 | BeginningYearBalanceAmt |
| Contributions | $4,269,628 | ContributionsAmt |
| Investment Earnings Or Losses | $10,026,681 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,277,915 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,305,953 | OtherExpendituresAmt |
| Administrative Expenses | $8,090,247 | AdministrativeExpensesAmt |
| End Year Balance | $676,213,963 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $489,492,453 | BeginningYearBalanceAmt |
| Contributions | $17,062,452 | ContributionsAmt |
| Investment Earnings Or Losses | $208,225,102 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,923,468 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,978,286 | OtherExpendituresAmt |
| Administrative Expenses | $7,286,484 | AdministrativeExpensesAmt |
| End Year Balance | $690,591,769 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $499,422,801 | BeginningYearBalanceAmt |
| Contributions | $17,106,296 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,670,609 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,362,634 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,873,845 | OtherExpendituresAmt |
| Administrative Expenses | $7,129,556 | AdministrativeExpensesAmt |
| End Year Balance | $489,492,453 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $490,032,438 | BeginningYearBalanceAmt |
| Contributions | $14,340,306 | ContributionsAmt |
| Investment Earnings Or Losses | $18,162,684 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,264,696 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,974,872 | OtherExpendituresAmt |
| Administrative Expenses | $6,873,059 | AdministrativeExpensesAmt |
| End Year Balance | $499,422,801 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $466,262,833 | BeginningYearBalanceAmt |
| Contributions | $10,533,296 | ContributionsAmt |
| Investment Earnings Or Losses | $37,763,452 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,041,974 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,036,325 | OtherExpendituresAmt |
| Administrative Expenses | $8,448,844 | AdministrativeExpensesAmt |
| End Year Balance | $490,032,438 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23460 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,619,876 | OtherCostOrOtherBasisAmt |
| Book Value | $1,619,876 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,305,164 | OtherCostOrOtherBasisAmt |
| Depreciation | $789,500 | DepreciationAmt |
| Book Value | $3,515,664 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,422,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,319,380 | DepreciationAmt |
| Book Value | $103,076 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,238,616 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MARKETABLE SECURITIES | $19,722,001 | F |
| FIXED INCOME | $66,796,325 | F |
| EQUITIES | $294,237,232 | F |
| HEDGE FUNDS | $101,714,152 | F |
| LIMITED PARTNERSHIPS | $278,509,530 | F |
| REAL ASSETS | $12,168,993 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $773,148,233 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATIONS | $4,435,929 |
| SPLIT-INTEREST AGREEMENTS FOR REMAINDER INTERESTS | $3,094,545 |
| TRUSTS HELD BY OTHERS | $8,268,878 |
| DUE TO RELATED ORGANIZATIONS | $1,836,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,635,984 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $44,750,272 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$60,988,324 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $62,383 | OtherRevenueAmt |
| Revenue Not Reported | -$60,925,941 | RevenueNotReportedAmt |
| Revenue Subtotal | $105,676,213 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $22,231,727 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $22,231,727 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $127,907,940 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $55,832,213 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $62,383 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $62,383 | ExpensesNotReportedAmt |
| Expenses Subtotal | $55,769,830 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $22,231,727 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $22,231,727 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $78,001,557 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | SPENDING FROM THE FOUNDATION'S ENDOWMENTS SUPPORTS THE ACADEMIC ACTIVITIES OF THE UNIVERSITY INCLUDING SCHOLARSHIPS AND PROGRAMS. |
| PART X, LINE 2: | THE FOUNDATION IS A NON-PROFIT FLORIDA CORPORATION EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), WITH THE EXCEPTION OF ANY UNRELATED BUSINESS INCOME. THE FOUNDATION IS CLASSIFIED AS AN ORGANIZATION OPERATED FOR THE BENEFIT OF A COLLEGE OR UNIVERSITY OWNED OR OPERATED BY A GOVERNMENTAL UNIT DESCRIBED IN SECTION 170(B)(1)(A)(IV) AND IS REPORTED AS A DISCRETE COMPONENT UNIT OF THE UNIVERSITY IN ITS FINANCIAL STATEMENTS. THE FOUNDATION HAS REVIEWED ITS TAX STATUS AND RELATED FILINGS AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 62,383. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 62,383. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | N/A | $100,375,064 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | N/A | $21,188,302 |
| 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 | $121,563,366 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $121,563,366 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 718 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503030718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $287,796 | GrossReceiptsAmt |
| Retained By Contractor | $387,210 | RetainedByContractorAmt |
| Net To Organization | -$99,414 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $287,796 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $387,210 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$99,414 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | 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 | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VIRTUAL CELEBRATION | Event1Nm |
| Gross Receipts Event1 | $74,290 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $73,485 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $805 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $9,301 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $76,450 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $68,130 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,320 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $3,100 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $437 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $10,855 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,057 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $11,809 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $88,793 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $71,941 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $16,852 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $3,557 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,915 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $8,316 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $8,036 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $239,533 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $213,556 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,977 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $3,100 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $3,994 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,770 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,373 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,146 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $62,383 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$36,406 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART II | FormAndLineReferenceDesc |
| Explanation | AS REPORTED ON SCHEDULE G, NET INCOME FOR FUNDRAISING EVENTS DOES NOT INCLUDE ANY CHARITABLE CONTRIBUTIONS FROM FUNDRAISING EVENTS. EXCLUDING CHARITABLE CONTRIBUTIONS, AS PER SCHEDULE G INSTRUCTIONS, CAN RESULT IN NEGATIVE INCOME FOR PURPOSES OF SCHEDULE G, PART II, LINE 11. FUNDRAISING EVENTS NOT ONLY SERVE TO RAISE MONEY BUT ALSO INCREASE DONOR AWARENESS WITH HOPE OF FUTURE CONTRIBUTIONS IN SUPPORT OF THE MISSION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE FLORIDA STATE UNIVERSITY | ||||||||||
| 282 CHAMPION WAY UCA 2200 | TALLAHASSEE | FL | 32306 | 591961248 | 501(C)3 | $26,868,017 | $16,000 | APPRAISAL | SEMI-GRAND HARP | SUPPORT SCHOLARSHIPS AND UNIVERSITY PROGRAMS |
| THE FLORIDA STATE UNIVERSITY ALUMNI ASSOCIATION | ||||||||||
| 1030 W TENNESSEE STREET | TALLAHASSEE | FL | 32304 | 590705420 | 501(C)3 | $125,000 | $0 | SUPPORT FOR THE ALUMNI ASSOCIATION | ||
| FSU REAL ESTATE FOUNDATION | ||||||||||
| 200 WEST COLLEGE AVENUE | TALLAHASSEE | FL | 32301 | 452337977 | 501(C)3 | $100,000 | $0 | SUPPORT FOR THE REAL ESTATE FOUNDATION | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY OVERSEES THE GRANT PROCESS. UNIVERSITY PERSONNEL DETERMINE WHO WILL RECEIVE AWARDS AND HOW THEY ARE AWARDED BASED ON THE DONOR RESTRICTIONS OF EACH FUND. ONCE GRANT SELECTIONS ARE MADE, A PAYMENT REQUEST IS INITIATED AND APPROVED BY UNIVERSITY PERSONNEL. EACH GRANT IS THEN AUDITED BY FOUNDATION STAFF TO ENSURE THAT IT MEETS THE DONOR'S INTENT BEFORE PAYMENT IS MADE. THE UNIVERSITY KEEPS RECORDS OF THE DISBURSEMENTS MADE ON BEHALF OF THE FSU FOUNDATION THROUGH ITS SYSTEMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN E THRASHER PARTIAL YEAR | ||||||||||||||
| TRUSTEE/EX OFFICIO V, FSU PRESIDENT | $0 | $518,040 | $0 | $361,250 | $0 | $75,869 | $0 | $170,948 | $0 | $37,655 | $0 | $1,163,762 | $0 | $0 |
| MICHAEL D HARTLINE | ||||||||||||||
| TRUSTEE/EX OFFICIO V, INTERIM VP FOR | $0 | $369,908 | $0 | $11,209 | $0 | $24,969 | $0 | $26,105 | $0 | $12,547 | $0 | $444,738 | $0 | $0 |
| RICHARD D MCCULLOUGH | ||||||||||||||
| TRUSTEE/EX OFFICIO V, FSU PRESIDENT | $0 | $251,438 | $0 | $50,000 | $0 | $9,527 | $0 | $86,574 | $0 | $9,600 | $0 | $407,139 | $0 | $0 |
| ANDY A JHANJI PARTIAL YEAR | ||||||||||||||
| INTERIM VP OF UNIVERSITY ADVANCEMENT | $0 | $263,134 | $0 | $7,983 | $0 | $67,017 | $0 | $29,219 | $0 | $23,452 | $0 | $390,805 | $0 | $0 |
| MICHAEL S WILLIAMS PARTIAL YEAR | ||||||||||||||
| INTERIM CFO/ACTING ASSISTANT TREASUR | $0 | $232,762 | $0 | $7,200 | $0 | $0 | $0 | $66,480 | $0 | $23,899 | $0 | $330,341 | $0 | $0 |
| ERIC K CHICKEN | ||||||||||||||
| TRUSTEE/EX OFFICIO V, FACULTY SENATE | $0 | $186,994 | $0 | $4,393 | $0 | $0 | $0 | $17,184 | $0 | $23,872 | $0 | $232,443 | $0 | $0 |
| BRANDON T MCCRAY | ||||||||||||||
| ASSOC. VP CONSTITUENT PROGRAMS | $0 | $161,805 | $0 | $5,001 | $0 | $15,010 | $0 | $16,312 | $0 | $23,872 | $0 | $222,000 | $0 | $0 |
| HOLLY NEWELL PARTIAL YEAR | ||||||||||||||
| CFO/ASSISTANT TREASURER | $0 | $157,082 | $0 | $9,857 | $0 | $0 | $0 | $14,506 | $0 | $25,680 | $0 | $207,125 | $0 | $0 |
| JAMES A MCNEILL | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT, COLL | $0 | $142,381 | $0 | $4,406 | $0 | $0 | $0 | $15,276 | $0 | $22,634 | $0 | $184,697 | $0 | $0 |
| PAMELA SPENCER | ||||||||||||||
| VP ADVANCEMENT SERVICES | $0 | $142,384 | $0 | $4,365 | $0 | $0 | $0 | $13,036 | $0 | $22,412 | $0 | $182,197 | $0 | $0 |
| THOMAS W BLOCK | ||||||||||||||
| VP ADV. RELATIONS/ASSISTANT SECRETAR | $0 | $132,718 | $0 | $4,200 | $0 | $4,679 | $0 | $12,822 | $0 | $26,352 | $0 | $180,771 | $0 | $0 |
| STEVEN M TERMAN | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT, RING | $0 | $136,323 | $0 | $4,200 | $0 | $0 | $0 | $12,543 | $0 | $22,997 | $0 | $176,063 | $0 | $0 |
| NANCY B SMILOWITZ | ||||||||||||||
| SENIOR DIRECTOR OF DEVELOPMENT, COLL | $0 | $143,834 | $0 | $4,369 | $0 | $684 | $0 | $13,049 | $0 | $10,204 | $0 | $172,140 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | CHARTER AIRLINE TRAVEL IS PROVIDED FOR THE UNIVERSITY PRESIDENT AND OTHER SENIOR UNIVERSITY AND FOUNDATION STAFF TO BE ABLE TO TRAVEL WITH THE PRESIDENT OF THE UNIVERSITY ON ADMINISTRATIVE AND FUNDRAISING ACTIVITIES FOR FSU WHERE COMMERCIAL FLIGHTS ARE NOT AVAILABLE. THIS WAS NONTAXABLE TO THE UNIVERSITY PRESIDENT AS WELL AS OTHER SENIOR UNIVERSITY AND FOUNDATION STAFF. THE FOUNDATION PAYS TRAVEL EXPENSES FOR THE UNIVERSITY PRESIDENT'S SPOUSE WHO HAS A COURTESY APPOINTMENT WITH FSU AND ACTS AS AN OFFICIAL AMBASSADOR OF THE UNIVERSITY. THIS WAS NONTAXABLE TO THE UNIVERSITY PRESIDENT. THE FOUNDATION PAID SOCIAL CLUB DUES, SPECIFICALLY FOR FUNDRAISING PURPOSES, FOR THE FOUNDATION'S PRESIDENT AND EXECUTIVE VICE PRESIDENT. THIS WAS NONTAXABLE TO THE FOUNDATION PRESIDENT AND EXECUTIVE VICE PRESIDENT. |
| PART I, LINE 3 | COMPENSATION FOR THE FOUNDATION PRESIDENT IS REVIEWED AND SET BY THE PRESIDENT OF FLORIDA STATE UNIVERSITY, 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 FOUNDATIONS NATIONALLY. |
| SCHEDULE J, PART II | EFFECTIVE DECEMBER 14, 2018, ALL EMPLOYEES OF THE FSU FOUNDATION TRANSITIONED TO EMPLOYEES OF FLORIDA STATE UNIVERSITY, A RELATED ORGANIZATION. DURING THE CALENDAR YEAR ENDED 2021, THE FOLLOWING LISTED PERSONS FROM 990 PT. VII WERE EMPLOYEES OF FLORIDA STATE UNIVERSITY, A RELATED ORGANIZATION. EMPLOYEE TITLE HOLLY NEWELL CFO/ASSISTANT TREASURER MICHAEL S. WILLIAMS INTERIM CFO/ACTING ASSISTANT TREASURER MICHAEL D. HARTLINE TRUSTEE/EX OFFICIO V, INTERIM VP FOR UNIVERSITY ADVANCEMENT ERIC K. CHICKEN TRUSTEE/EX OFFICIO V, FACULTY SENATE PRESIDENT THOMAS BLOCK VP ADV. RELATIONS/ASST. SECRETARY JOHN E. THRASHER TRUSTEE/EX OFFICIO V, FSU PRESIDENT RICHARD D. MCCULLOUGH TRUSTEE/EX OFFICIO V, FSU PRESIDENT NANCY MCKAY TRUSTEE/CHAIR, CHAIR, EXECUTIVE COMMITTEE ROBERT E. RICE TRUSTEE ANDY A. JHANJI INTERIM VP OF UNIVERSITY ADVANCEMENT AND EXECUTIVE VP JAMES A. MCNEILL SR DIRECTOR OF DEVELOPMENT, COLLEGE OF MEDICINE BRANDON MCCRAY ASSOC. VP CONSTITUENT PROGRAMS STEVEN M. TERMAN SR DIRECTOR OF DEVELOPMENT, RINGLING PAMELA SPENCER VP ADVANCEMENT SERVICES NANCY B. SMILOWITZ SR DIRECTOR OF DEVELOPMENT, COLLEGE OF ARTS AND SCIENCES COMPENSATION FROM FLORIDA STATE UNIVERSITY IS REPORTED ON 990 PT. VII, SECTION A, AND ON SCHEDULE J PT. II. COMPENSATION FROM FLORIDA STATE UNIVERSITY FOR RICHARD D. MCCULLOUGH, JOHN E. THRASHER, MICHAEL S. WILLIAMS, ERIC K. CHICKEN, NANCY MCKAY, ROBERT E. RICE, AND DR. MICHAEL D. HARTLINE IS FOR THEIR RESPONSIBILITIES AS EMPLOYEES OF THE UNIVERSITY, A RELATED ORGANIZATION, AND NOT FOR THEIR ROLE AS TRUSTEES OF THE FSU FOUNDATION. DURING THE FISCAL YEAR, INTERIM VICE PRESIDENT OF UNIVERSITY ADVANCEMENT ANDY A. JHANJI LEFT THE ORGANIZATION. BOARD MEMBER MICHAEL D. HARTLINE SERVED AS INTERIM VICE PRESIDENT OF UNIVERSITY ADVANCEMENT AND PRESIDENT OF THE FLORIDA STATE UNIVERSITY FOUNDATION AS OF 04/23/22 THRU 09/30/22. IN THIS ROLE, HE OVERSAW THE ACTIVITIES OF THREE DIRECT SUPPORT ORGANIZATIONS OF THE UNIVERSITY, INCLUDING THE ACTIVITIES OF THE FSU FOUNDATION. THE OTHER TWO DIRECT SUPPORT ORGANIZATIONS ARE RELATED ORGANIZATIONS OF THE FSU FOUNDATION. DURING THE FISCAL YEAR, CFO AND ASSISTANT TREASURER HOLLY NEWELL LEFT THE ORGANIZATIONS. MICHAEL S. WILLIAMS SERVED AS INTERIM CFO AND ACTING ASSISTANT TREASURER AS OF 03/24/22 THRU 05/15/22 FOR THE FSU FOUNDATION AND THE FSU REAL ESTATE FOUNDATION. IN THIS ROLE, HE OVERSAW THE ACCOUNTING OF THE ORGANIZATIONS. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 57 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,284,904 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALE OF COMPARABLES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF UNIQUE CONTRIBUTIONS RECEIVED. |
| PART I, LINE 33: | THE FOUNDATION HAS ELECTED TO EXERCISE THE OPTION OF NOT CAPITALIZING ITEMS THAT MEET THE DEFINITION OF "COLLECTIONS" AS PRESCRIBED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. ALL DONATIONS OF COLLECTIONS ARE TRANSFERRED TO THE UNIVERSITY AT THE TIME OF THE GIFT. THE FOUNDATION RECEIVED DONATIONS OF PAINTINGS, SCULPTURES, PHOTOGRAPHS, MEMORABILIA AND SIMILAR ITEMS WITH A VALUE OF $65,692 AND $13,175 FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, RESPECTIVELY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 5 AND PART V, LINES 2A AND 2B: | EFFECTIVE DECEMBER 14, 2018, ALL EMPLOYEES OF THE FSU FOUNDATION TRANSITIONED TO EMPLOYEES OF FLORIDA STATE UNIVERSITY, A RELATED ORGANIZATION. DURING CALENDAR YEAR 2021 THERE WERE 142 EMPLOYEES PRIMARILY DEDICATED TO WORKING FOR THE FSU FOUNDATION. |
| FORM 990, PART V, LINE 1A: | EFFECTIVE JULY 1, 2018, ALL DEPARTMENTAL EXPENDITURES FROM FOUNDATION FUNDS ARE PROCESSED AND PAID THROUGH THE FLORIDA STATE UNIVERSITY OMNI SYSTEM AND THE UNIVERSITY IS RESPONSIBLE FOR FILING REQUIREMENTS. THE NUMBER REPORTED REPRESENTS EXPENDITURES SPECIFIC TO FSU FOUNDATION OPERATIONS. |
| FORM 990, PART VI SECTION A, LINE 1A: | THE EXECUTIVE COMMITTEE SHALL EXERCISE THE POWERS AND AUTHORITY OF THE BOARD WHEN THE BOARD IS NOT IN SESSION. THE COMMITTEE SHALL INCLUDE THE CHAIR, PAST CHAIR, FOUNDATION PRESIDENT, TREASURER, SECRETARY, THE UNIVERSITY PRESIDENT OR DESIGNEE, THE CHAIR OF THE UNIVERSITY BOARD OF TRUSTEES OR DESIGNEE, THE PRESIDENT OF THE UNIVERSITY FACULTY SENATE, AND THE CHAIR OF EACH STANDING COMMITTEE. THE COMMITTEE SHALL CONSIDER, EVALUATE AND ANALYZE ISSUES THAT HAVE IMPLICATIONS FOR CHANGES TO THE BOARD AND MAKE RECOMMENDATIONS OF APPROPRIATE ACTION TO THE BOARD. IF THE COMMITTEE MEETS TO EXERCISE THE POWERS AND AUTHORITY OF THE BOARD WHEN THE BOARD IS NOT IN SESSION, THE COMMITTEE SHALL HAVE NO AUTHORITY TO ALTER, AMEND OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS OR TO ELECT TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING TRUSTEES HAD A FAMILY RELATIONSHIP DURING THE TIME PERIOD COVERED BY THIS TAX FILING PERIOD: LOUIS C. TAORMINA AND MARION J. HARGETT |
| FORM 990, PART VI, SECTION A, LINE 4 | SECTION 2D HAD A CHANGE TO UPDATE FROM ONE OF THE SIX EX OFFICIO'S BEING A DEAN APPOINTED BY THE UNIVERSITY PROVOST INSTEAD OF THE CHAIR OF THE DEANS ADVANCEMENT COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS A TRUSTEESHIP AND ENGAGEMENT COMMITTEE WHICH IS CHARGED WITH DETERMINING THE SLATE OF OFFICERS AND RECOMMENDING CANDIDATES FOR ELECTION AS REGULAR TRUSTEES TO THE UNIVERSITY PRESIDENT AND THE BOARD. REGULAR TRUSTEES HAVE VOTING PRIVILEGES AND ARE ELECTED BY MAJORITY VOTE OF THE VOTING TRUSTEES AFTER RECOMMENDATION BY THE TRUSTEESHIP AND ENGAGEMENT COMMITTEE AND CONSULTATION WITH THE UNIVERSITY PRESIDENT. PER THE FLORIDA EXCELLENCE IN HIGHER EDUCATION ACT OF 2018, SIGNED INTO LAW ON MARCH 11, 2018, THE UNIVERSITY BOARD OF TRUSTEES SHALL APPROVE BOARD APPOINTMENTS, OTHER THAN THOSE MEMBERS APPOINTED BY THE TRUSTEE CHAIR OR PRESIDENT, TO THE FLORIDA STATE UNIVERSITY FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | PER THE FLORIDA EXCELLENCE IN HIGHER EDUCATION ACT OF 2018, SIGNED INTO LAW ON MARCH 11, 2018, THE UNIVERSITY BOARD OF TRUSTEES SHALL APPROVE BOARD APPOINTMENTS, OTHER THAN THOSE MEMBERS APPOINTED BY THE TRUSTEE CHAIR OR PRESIDENT, TO THE FLORIDA STATE UNIVERSITY FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | 1) THE CFO REVIEWS FORMS 990 AND 990-T WITH THE PRESIDENT AND RESOLVES ANY ISSUES OR QUESTIONS WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORMS. IT IS THE CFO AND PRESIDENT'S RESPONSIBILITY TO CONFIRM THAT THESE FORMS REPRESENT THE FOUNDATION'S FINANCIAL CONDITION FOR THE PERIOD BEING REPORTED AND DO NOT CONTAIN ANY UNTRUE STATEMENTS OR OMIT ANY MATERIAL FACTS. 2) THE FOUNDATION'S BOARD OF TRUSTEES DELEGATED TO THE AUDIT COMMITTEE THE RESPONSIBILITY FOR THE FINAL REVIEW OF THE DRAFT FORMS 990 AND 990-T. 3) ONCE THE AUDIT COMMITTEE REVIEW IS COMPLETE, THE DRAFT FORMS 990 AND 990-T ARE PROVIDED TO EACH VOTING BOARD MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING THE FORMS WITH THE IRS. DISTRIBUTION MAY BE IN THE FORM OF ELECTRONIC MAIL, NOTIFICATION OF A LINK TO A WEBSITE OR ACTUAL MAILING OF THE DOCUMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY ALL TRUSTEES ARE ASKED TO COMPLETE A CONFLICT OF INTEREST FORM. THE BOARD STAFF LIAISON MONITORS THE PROCESS TO ENSURE THAT COMPLETED FORMS ARE RETURNED BY ALL MEMBERS WITH INDIVIDUAL FOLLOW UP WHEN NECESSARY. HARD COPIES OF ALL FORMS ARE RETAINED. IT IS THE RESPONSIBILITY OF THE ASSISTANT SECRETARY OF THE BOARD TO INFORM THE BOARD CHAIR AND COMMITTEE CHAIRPERSONS OF ANY EXISTING CONFLICTS SO THAT THEY CAN BE SURE THAT BOARD MEMBERS RECUSE THEMSELVES FROM ANY DISCUSSIONS AND/OR ACTIONS INCLUDING VOTES ON ISSUES WHERE THERE IS A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR MANAGEMENT IS REVIEWED AND SET BY THE PRESIDENT OF THE UNIVERSITY, 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 FOUNDATIONS NATIONALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE FOUNDATION'S FINANCIAL STATEMENTS, FORM 990 AND 990-T ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AND UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH BY IRC SECTION 6104(D). |
| FORM 990, PART VII, SECTION A, LINE 1, COLUMN E: | BOARD MEMBER JOHN E. THRASHER IS AN EMPLOYEE OF FLORIDA STATE UNIVERSITY, A RELATED ORGANIZATION. FLORIDA STATE UNIVERSITY HAS DUAL STATUS AS A STATE UNIVERSITY AND EXEMPT 501(C)(3) ORGANIZATION, AND IS CONSIDERED TO BE AN APPLICABLE TAX-EXEMPT ORGANIZATION UNDER SECTION 4960 BECAUSE OF THEIR DUAL STATUS. FLORIDA STATE UNIVERSITY IS RESPONSIBLE FOR TRACKING COVERED EMPLOYEES UNDER SECTION 4960 AND PAYING ANY APPLICABLE TAX. |
| FORM 990, PART VII, SECTION A, LINE 2: | EFFECTIVE DECEMBER 14, 2018, ALL EMPLOYEES OF THE FSU FOUNDATION TRANSITIONED TO EMPLOYEES OF FLORIDA STATE UNIVERSITY, A RELATED ORGANIZATION. DURING CALENDAR YEAR 2021 THERE WERE 14 EMPLOYEES PRIMARILY DEDICATED TO WORKING FOR THE FSU FOUNDATION WHO RECEIVED MORE THAN $100,000 OF REPORTABLE COMPENSATION. |
| FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE TO THE PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| FLORIDA STATE UNIVERSITY | ||||||||||
| 282 CHAMPION WAY UCA 2200 | TALLAHASSEE | FL | 32306 | 591961248 | EDUCATION | FL | 501(C)(3) | LINE 2 | 0 | |
| FLORIDA STATE UNIVERSITY ALUMNI ASSOCIATION INC | ||||||||||
| 1030 W TENNESSEE STREET | TALLAHASSEE | FL | 32304 | 590705420 | DIRECT SUPPORT ORGANIZATION | FL | 501(C)(3) | LINE 7 | 0 | FLORIDA STATE UNIVERSITY |
| FLORIDA STATE UNIVERSITY REAL ESTATE FOUNDATION INC | ||||||||||
| 200 W COLLEGE AVENUE | TALLAHASSEE | FL | 32301 | 452337977 | DIRECT SUPPORT ORGANIZATION | FL | 501(C)(3) | LINE 12A, I | 0 | FLORIDA STATE UNIVERSITY |
| FLORIDA STATE UNIVERSITY RESEARCH FOUNDATION INC | ||||||||||
| 2000 LEVY AVENUE BUIDLING A SUITE 3 | TALLAHASSEE | FL | 32310 | 593211153 | DIRECT SUPPORT ORGANIZATION | FL | 501(C)(3) | LINE 12A, I | 0 | FLORIDA STATE UNIVERSITY |
| SEMINOLE BOOSTERS INC | ||||||||||
| PO BOX 1353 | TALLAHASSEE | FL | 323021353 | 591561180 | DIRECT SUPPORT ORGANIZATION | FL | 501(C)(3) | LINE 7 | 0 | FLORIDA STATE UNIVERSITY |
| FLORIDA STATE UNIVERSITY INTERNATIONAL PROGRAMS ASSOC INC | ||||||||||
| PO BOX 3062420 | TALLAHASSEE | FL | 323062420 | 593153341 | DIRECT SUPPORT ORGANIZATION | FL | 501(C)(3) | LINE 12A, I | 0 | FLORIDA STATE UNIVERSITY |
| FLORIDA STATE UNIVERSITY SCHOOLS INC | ||||||||||
| 3000 SCHOOL HOUSE ROAD | TALLAHASSEE | FL | 32311 | 593726188 | DEVELOPMENT RESEARCH SCHOOL | FL | 501(C)(3) | LINE 2 | 0 | FLORIDA STATE UNIVERSITY |
| THE JOHN & MABLE RINGLING MUSEUM OF ART FOUNDATION INC | ||||||||||
| 5401 BAY SHORE ROAD | SARASOTA | FL | 34243 | 596214423 | DIRECT SUPPORT ORGANIZATION | FL | 501(C)(3) | LINE 12A, I | 0 | FLORIDA STATE UNIVERSITY |
| FLORIDA MEDICAL PRACTICE PLAN INC | ||||||||||
| 1115 WEST CALL STREET | TALLAHASSEE | FL | 323064300 | 571234883 | FACULTY MEDICAL PRACTICE PLAN | FL | 501(C)(3) | LINE 12A, I | 0 | FLORIDA STATE UNIVERSITY |
| FLORIDA STATE UNIVERSITY MAGNET RESEARCH AND DEVELOPMENT INC | ||||||||||
| 109 WESTCOTT BUILDING | TALLAHASSEE | FL | 323061330 | 134356799 | DIRECT SUPPORT ORGANIZATION | FL | 501(C)(3) | LINE 12A, I | 0 | FLORIDA STATE UNIVERSITY |
| FSU COLLEGE OF BUSINESS STUDENT INVESTMENT FUND | ||||||||||
| FSU 821 ACADEMIC WAY 509RBA | TALLAHASSEE | FL | 323061110 | 264028305 | DIRECT SUPPORT ORGANIZATION | FL | 501(C)(3) | LINE 5 | 0 | FLORIDA STATE UNIVERSITY |
| FLORIDA STATE UNIVERSITY ATHLETICS ASSOCIATION INC | ||||||||||
| 403 STADIUM DRIVE WEST | TALLAHASSEE | FL | 32306 | 813227626 | DIRECT SUPPORT ORGANIZATION | FL | 501(C)(3) | LINE 12A, I | 0 | FLORIDA STATE UNIVERSITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |