2017-11-03T09:15:09-05:00 2016-12-31 420714325 RSM US LLP 7351 OFFICE PARK PL MELBOURNE FL 32940 990 2016-01-01 593510383 UNIVERSAL ORLANDO FOUNDATION INC UNIV 4072247905 1000 UNIVERSAL STUDIOS PLAZA ORLANDO FL 32819 TRACEY STOCKWELL TREASURER 4072247905 2017-11-03 1 THERESA A BURDINE CPA P00362629 3217516200 108.171.131.186 2017-11-03 09:26:19 ED P 6AC44CFA5DF0491D18131A5982D300079184BF19 6AC44CFA5DF0491D18131A5982D300079184BF19 2016 2018-03-14 21:41:22Z JOHN SPROULS 1000 UNIVERSAL STUDIOS PLAZA ORLANDO FL 32819 3908662 0 X N/A X 1998 FL THE FOUNDATION SEEKS TO PROMOTE THE QUALITY OF LIFE IN THE CENTRAL FLORIDA COMMUNITY, ADDRESSING NEEDS AND CONCERNS PRIMARILY IN THE AREAS OF EDUCATION, CHILDREN, FAMILY AND BASIC NEEDS. 13 3 0 51 0 0 2350429 2676868 0 0 0 0 218928 368368 2569357 3045236 1496410 1901062 0 0 98073 118641 0 0 233173 345960 364785 1940443 2384488 628914 660748 3258972 4243953 1388054 1712287 1870918 2531666 X THE FOUNDATION SEEKS TO PROMOTE THE QUALITY OF LIFE IN THE CENTRAL FLORIDA COMMUNITY, ADDRESSING NEEDS AND CONCERNS PRIMARILY IN THE AREAS OF EDUCATION, CHILDREN, FAMILY AND BASIC NEEDS. 0 0 1040774 969103 FOUNDATION GENERAL FUND - THE FOUNDATION AWARDS GRANTS TO ORGANIZATIONS AND PROGRAMS THAT TAKE A PROACTIVE APPROACH TO COMMUNITY NEEDS IN THE AREA OF EDUCATION, CHILDREN, FAMILY AND BASIC NEEDS. 252326 197500 TEAM MEMBER CHARITABLE FUND - THIS FUND PROVIDES FINANCIAL ASSISTANCE THROUGH THE TEAM MEMBER CRISIS ASSISTANCE PROGRAM TO UNIVERSAL-ORLANDO AND WET 'N WILD TEAM MEMBERS WHO HAVE HAD A CATASTROPHIC EVENT AFFECT THEM OR THEIR FAMILIES. THE FUND ALSO SUPPORTS UGIVE WHICH RECOGNIZED UNIVERSAL-ORLANDO TEAM MEMBERS' VOLUNTEER EFFORTS BY AWARDING GRANTS TO QUALIFIED NONPROFIT ORGANIZATIONS. 364257 327459 COMPASSION FUND - THIS FUND FOCUSES ON ORGANIZATIONS THAT PROVIDE SERVICES FOR CHILDREN WITH LIFE-THREATENING ILLNESSES OR DISABILITIES. 454886 407000 BASIC NEEDS FUND: FOCUSES ON ORGANIZATIONS THAT PROVIDE BASIC SERVICES SUCH AS FOOD, CLOTHING, AND SHELTER. (EXPENSE: $194,218, GRANTS: $175,000)ARTS & CULTURE FUND: FOCUSES ON ORGANIZATIONS THAT PROVIDE ARTS AND CULTURAL PROGRAMS THROUGHOUT THE COMMUNITY. (EXPENSE: $127,603, GRANTS: $117,000)EDUCATION FUND: FOCUSES ON ORGANIZATIONS THAT ARE MAKING A DIFFERENCE IN EDUCATION YOUTH IN OUR COMMUNITY. (EXPENSE: $133,065, GRANTS: $115,000) 454886 407000 2112243 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 13 3 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 FL CA NJ NY X DIANE O'DELL 4072245690 1000 UNIVERSAL STUDIOS PLAZA ORLANDO FL 32819 JOHN SPROULS PRESIDENT 1.00 X X 0 0 0 TRACEY STOCKWELL TREASURER 1.00 40.00 X X 0 815725 31350 JUDITH LUGENAS SECRETARY 1.00 40.00 X X 0 505898 26143 SANDRA CHEN ASSISTANT SECRETARY 1.00 40.00 X X 0 269025 22702 RIC FLORELL DIRECTOR 1.00 40.00 X 0 888394 25346 PETER GIACALONE DIRECTOR 1.00 40.00 X 0 768814 18421 CHARLIE GUNDACKER DIRECTOR 1.00 40.00 X 0 569445 30583 ALICE NORSWORTHY DIRECTOR 1.00 40.00 X 0 1194284 32864 RHONDA RHODES DIRECTOR 1.00 40.00 X 0 371403 31070 CATHY ROTH DIRECTOR 1.00 40.00 X 0 719909 32465 MICHAEL HANLEY DIRECTOR 1.00 X 0 0 0 PETER LATHAM DIRECTOR 1.00 X 0 0 0 TOM RODITUS DIRECTOR 1.00 X 0 0 0 VALERIE READ DIRECTOR 40.00 1.00 X 0 118974 23886 DIANE O'DELL EXCUTIVE DIRECTOR 15.00 25.00 X 0 251735 23367 0 6473606 298197 0 0 1 0 0 664324 2012544 690320 2676868 1231794 664324 863426 368368 368368 3045236 0 0 368368 1847418 1847418 53644 53644 118641 53339 23728 41574 15344 15344 FUNDRAISING 191599 191599 BAD DEBT EXPENSE 147797 147797 CREDIT CARD FEES 9830 9830 SUPPLIES 215 215 2384488 2112243 39072 233173 1910599 2759645 1348373 1484308 3258972 4243953 19786 58933 802069 1013597 5000 62500 561199 577257 1388054 1712287 X 141911 687623 1729007 1844043 1870918 2531666 3258972 4243953 660748 0 X X 0 1 X 0 0 X 1900016 1967880 2762516 3429204 2676868 12736484 1900016 1967880 2762516 3429204 2676868 12736484 3082644 9653840 12736484 0.75800 0.88480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO UNIVERSAL CITY DEVELOPMENT 190915 LONG TERM CONTRIBUTIONS PAYABLE 386342 577257 4054508 145846 863426 1009272 3045236 0 3045236 3393760 145846 863426 1009272 2384488 0 2384488 PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED IN NET FUNDRAISING REVENUE 863,426. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED IN NET FUNDRAISING REVENUE 863,426. CHARITY CLASSIC 966440 379931 586509 440248 BLACK DIE 440784 143153 297631 184742 2 488894 141240 347654 238436 1896118 664324 1231794 863426 863426 368368 1 A GIFT FOR TEACHING INC 6501 MAGIC WAY BUILDING 400C ORLANDO FL 32806 593515162 501(C)(3) 50000 BACKPACK GRANT, UGIVE GRANT ARNOLD PALMER MEDICAL CENTER FOUNDATION 3160 SOUTHGATE COMMERCE BLVD STE 50 50 ORLANDO FL 32806 592244943 501(C)(3) 25000 BRIDGING THE GAP TO MEET BASIC & EMOTIONAL NEEDS OF CHILDREN & FAMILIES DEALING WITH SEVERE ILLNESS AND INJURY BIG BROTHERS BIG SISTERS OF CENTRAL FLORIDA INC 807 S ORLANDO AVENUE SUITE R WINTER PARK FL 32789 596555007 501(C)(3) 30000 MENTORING AND YOUTH DEVELOPMENT PROGRAMMING CAMP BOGGY CREEK 30500 BRANTLEY BRANCH ROAD EUSTIS FL 32736 593012889 501(C)(3) 50000 CREATIVE CREEK AND THE JOY OF YES CANINE COMPANIONS FOR INDEPENDENCE - SE REGION 8150 CLARCONA-OCOEE ROAD ORLANDO FL 32818 942494324 501(C)(3) 38459 ALL INCLUSIVE PLAYGROUND FOR CANINE COMPANIONS FOR INDEPENDENCE SOUTHEAST REGION CAMPUS; UGIVE GRANT CENTRAL FLORIDA COMMUNITY ARTS INC PO BOX 720517 ORLANDO FL 32872 452324172 501(C)(3) 25000 YOUNG ARTISTS ORCHESTRA CENTRAL FLORIDA BETTER TOGETHER FUND 800 NORTH MAGNOLIA AVENUE SUITE 1200 ORLANDO FL 32803 593182886 501(C)(3) 100000 COMMUNITY SUPPORT AFTER PULSE NIGHTCLUB TRAGEDY CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA INC 808 W CENTRAL BLVD ORLANDO FL 32805 591353031 501(C)(3) 37000 FAMILY AND EMERGENCY SERVICES PROGRAM; BOX TRUCK PURCHASE CITY YEAR ORLANDO 201 SOUTH ORANGE AVE SUITE 600 ORLANDO FL 32801 222882549 501(C)(3) 200000 CITY YEAR ORLANDO- MEMORIAL MIDDLE AND CATALINA ELEMENTARY THROUGH 2018 COALITION FOR THE HOMELESS OF CENTRAL FLORIDA INC 639 WEST CENTRAL BOULEVARD ORLANDO FL 32801 592814255 501(C)(3) 40000 THE PATH TO STABILITY FOR HOMELESS WOMEN AND CHILDREN CONDUCTIVE EDUCATION CENTER OF ORLANDO 931 S SEMORAN BLVD SUITE 220 WINTER PARK FL 32792 593711800 501(C)(3) 25000 EARLY CHILDHOOD INTERVENTION PROGRAM (YOUNGSTER PROGRAM) COVENANT HOUSE FLORIDA INC 5931 EAST COLONIAL DRIVE ORLANDO FL 32807 592323607 501(C)(3) 25000 INDEPENDENT LIVING TRACK PROGRAM DAVE'S HOUSE PO BOX 1466 WINDERMERE FL 34786 270533943 501(C)(3) 25000 HOME, HEALTH AND HOPE FOR AT LEAST 24 PEOPLE GARDEN THEATRE INC 160 W PLANT STREET WINTER GARDEN FL 34787 272577059 501(C)(3) 15000 BRINGING PERFORMING ARTS EXPERIENCES TO FAMILIES IN WEST ORANGE COUNTY IDIGNITY INC 424 E CENTRAL BLVD 199 ORLANDO FL 32801 010921490 501(C)(3) 33000 LEGAL IDENTIFICATION JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA INC 2121 CAMDEN ROAD ORLANDO FL 32803 590972112 501(C)(3) 35000 JA, IT'S MY FUTURE LIGHTHOUSE CENTRAL FLORIDA INC 215 E NEW HAMPSHIRE STREET ORLANDO FL 32804 592418228 501(C)(3) 40000 CHILDREN'S SERVICES MAKE-A-WISH FOUNDATION 1020 N ORLANDO AVENUE SUITE 100 MAITLAND FL 32751 593235806 501(C)(3) 81600 SEASON OF WISHES HOLIDAY CAMPAIGN ORANGE COUNTY PUBLIC SCHOOLS 445 WEST AMELIA STREET ORLANDO FL 32801 596000771 501(C)(3) 32940 ART OF TOMORROW ORLANDO REPERTORY THEATRE INC 1001 E PRINCETON ST ORLANDO FL 32803 591056385 501(C)(3) 275000 UNIVERSAL ORLANDO THEATRE RENOVATIONS ORLANDO SHAKESPEARE THEATER 812 E ROLLINS ST ORLANDO FL 32803 592931698 501(C)(3) 15000 ACCESSIBLE THEATER PERFORMANCES FOR CHILDREN OSCEOLA ARTS 2411 EAST IRLO BRONSON HIGHWAY KISSIMMEE FL 34744 596179937 501(C)(3) 25000 2ND GRADE FIELD PET ALLIANCE OF GREATER ORLANDO 2727 CONROY ROAD ORLANDO FL 32839 590637883 501(C)(3) 5250 UGIVE GRANT SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC 411 MERCY DRIVE ORLANDO FL 32805 592142315 501(C)(3) 6750 UGIVE GRANT THE FOUNDATION FOR FOSTER CHILDREN 2265 LEE ROAD SUITE 203 WINTER PARK FL 32789 261682601 501(C)(3) 45000 EDUCATION+ THE MUSTARD SEED OF CENTRAL FLORIDA 12 MUSTARD SEED LANE ORLANDO FL 32810 592906383 501(C)(3) 20000 FURNISHING BASIC STABILITY FOR FAMILIES THE SALVATION ARMY ORLANDO 416 W COLONIAL DRIVE ORLANDO FL 32804 580660607 501(C)(3) 30000 FOOD PANTRY AND SHELTER UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC 12424 RESEARCH PKWY STE 140 ORLANDO FL 32826 596211832 501(C)(3) 150000 CREATIVE VILLAGE VALENCIA COLLEGE FOUNDATION INC 1768 PARK CENTER DRIVE ORLANDO FL 32835 237442785 501(C)(3) 42371 ART OF TOMORROW SCHOLARS 29 0 FINANCIAL ASSISTANCE THROUGH THE TEAM MEMBER CRISIS ASSISTANCE PROGRAM TO UNIVERSAL-ORLANDO AND WET 'N WILD TEAM MEMBERS WHO HAVE HAD A CATASTROPHIC EVENT AFFECT THEM OR THEIR FAMILIES. 149 53644 PART I, LINE 2: ANNUALLY, THE ORGANIZATION ASKS GRANT RECIPIENTS OF $10,000 AND HIGHER TO PROVIDE AN IMPACT SUMMARY OF THE GRANT RECEIVED. 0 0 1 0 0 0 0 0 0 TRACEY STOCKWELL TREASURER 0 410558 0 202907 0 202260 0 10638 0 20712 0 847075 0 0 JUDITH LUGENAS SECRETARY 0 340686 0 155062 0 10150 0 13355 0 12788 0 532041 0 0 SANDRA CHEN ASSISTANT SECRETARY 0 218191 0 49441 0 1393 0 11033 0 11669 0 291727 0 0 RIC FLORELL DIRECTOR 0 465403 0 219669 0 203322 0 10600 0 14746 0 913740 0 0 PETER GIACALONE DIRECTOR 0 379202 0 201173 0 188439 0 10600 0 7821 0 787235 0 0 CHARLIE GUNDACKER DIRECTOR 0 355037 0 166194 0 48214 0 10549 0 20034 0 600028 0 0 ALICE NORSWORTHY DIRECTOR 0 572574 0 352009 0 269701 0 10600 0 22264 0 1227148 0 0 RHONDA RHODES DIRECTOR 0 258504 0 101254 0 11645 0 10539 0 20531 0 402473 0 0 CATHY ROTH DIRECTOR 0 359594 0 179552 0 180763 0 10600 0 21865 0 752374 0 0 DIANE O'DELL EXCUTIVE DIRECTOR 0 173893 0 67692 0 10150 0 8806 0 14561 0 275102 0 0 PART I, LINE 4C THE FOLLOWING EMPLOYEES' COMPENSATION PACKAGES FROM UNIVERSAL CITY DEVELOPMENT PARTNERS PROVIDED FOR RESTRICTED STOCK UNITS THAT GIVE THE EMPLOYEES THE RIGHT TO RECEIVE COMCAST CORPORATION CLASS A COMMON STOCK. THIS IS AN EQUITY BASED COMPENSATION ARRANGEMENT FOR PURPOSES OF 4C: -GUNDACKER $21,645 -FLORELL $87,409 -LUENGAS $8,730 -GIACALONE $87,100 -ROTH $79,424 -STOCKWELL $87,409 -NORSWORTHY $119,525 THE FOLLOWING EMPLOYEES' COMPENSATION PACKAGES FROM UNIVERSAL CITY DEVELOPMENT PARTNERS PROVIDES THE ABILITY TO PARTICIPATE IN AN EMPLOYEE STOCK PURCHASE PLAN, WHERE THE EMPLOYEE IS ALLOWED TO BUY COMCAST CORPORATION CLASS A COMMON STOCK USING AFTER-TAX PAYROLL DEDUCTIONS AT A DISCOUNT. THIS IS AN EQUITY BASED COMPENSATION ARRANGEMENT FOR PURPOSES OF 4C. -GUNDACKER $7,869 -FLORELL $6,043 -LUENGAS $1,420 -CHEN $1,393 -GIACALONE $7,839 -ROTH $7,839 -STOCKWELL $5,677 -O'DELL $1,420 -RHODES $2,914 -NORSWORTHY $1,393 X THEME PARK TICKETS 4 344617 X FOOD AND BEVERAGE 0 204940 X MISCELLANEOUS 0 140763 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOHN SPROULS, TRACEY STOCKWELL, JUDY LUENGAS, AND PETER GIACALONE ARE OFFICERS OF THE SAME RELATED ORGANIZATION, UNIVERSAL CITY DEVELOPMENT PARTNERS. FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE MEMBERS WERE NOT DELEGATED WITH AUTHORITY TO ACT ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE EMAILED TO EACH BOARD MEMBER AND THE FOUNDATION'S EXECUTIVE DIRECTOR PRIOR TO BEING FILED WITH THE IRS. A BOARD RESOLUTION IS NOT REQUIRED IN ORDER FOR THE FORM 990 TO BE FILED. FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PERSON MUST DISCLOSE EXISTENCE OF A FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEE WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS. AFTER THE DISCLOSURE, THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR APPLICABLE COMMITTEE DISCOVERS THE ALLEGED FAILURE TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND/OR CORRECTIVE ACTION. A VOTING MEMBER OF THE BOARD OF DIRECTORS OR OF ANY COMMITTEE WHO RECEIVES COMPENSATION FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THE MEMBERS' COMPENSATION. THE ORGANIZATION HAS AN OFFICIAL POLICY THAT INCLUDES A STATEMENT THAT IS TO BE SIGNED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIALS STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH BY IRC SECTION 6104(D). FORM 990, PART XII, LINE 2C: ALTHOUGH THERE IS NO FORMAL AUDIT COMMITTEE, THE VP/CONTROLLER AND DIRECTOR OF FINANCIAL REPORTING OF UNIVERSAL CITY DEVELOPMENT PARTNERS OVERSEE THE ANNUAL AUDIT AND ADDRESS ANY ISSUES RELATED TO THE AUDIT. THE VP/CONTROLLER AND DIRECTOR REPORTS TO THE FOUNDATION BOARD OF DIRECTORS REGARDING ANY AUDIT FINDINGS. UNIVERSAL CITY DEVELOPMENT PARTNERS 1000 UNIVERSAL STUDIOS PLAZA ORLANDO FL 32819 593128514 THEME PARK OPERATIONS FL 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0