2025-12-15T07:36:52-06:00 2025-06-30 593204548 JAMES MOORE & CO PL 5931 NW 1ST PL GAINESVILLE FL 326072063 990 2024-07-01 650403969 FLORIDA GULF COAST UNIVERSITY FOUNDATION INC FLOR 2397454365 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 339656565 GERARD CARRINGTON CHIEF FINANCIAL OFFICER 2397454365 2025-12-10 1 1 KEN KURDZIEL P00060407 3523781331 2025-12-10 2024 2025-03-06 01:10:19Z GERARD CARRINGTON 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 339656565 61012924 0 X HTTPS://FGCUFOUNDATION.ORG/ X 1993 FL THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. 53 52 0 55 948 0 27643453 25030298 2512135 1134475 2295352 1464313 424695 315258 32875635 27944344 23696789 16171176 0 0 0 0 0 250534 860819 6944695 6382732 30641484 22804442 2234151 5139902 206115247 230102845 2931947 2909254 203183300 227193591 X TO ADVANCE FLORIDA GULF COAST UNIVERSITY AND ITS STUDENTS BY PROMOTING THE INSTITUTION, SECURING PHILANTHROPY TO SUPPORT THE NEEDS OF THE UNIVERSITY, MANAGING AND ADMINISTERING ASSETS WITH A LONG TERM PERSPECTIVE, AND PROVIDING RESOURCES TO THE UNIVERSITY FOR THE BENEFIT OF ITS TEACHING, SCHOLARSHIP, AND PUBLIC SERVICE MISSION. 0 0 20544430 16171176 1134475 THE FOUNDATION RECEIVES AND ADMINISTERS GIFTS AND BEQUESTS FOR EDUCATIONAL AND CHARITABLE PURPOSES FOR THE ADVANCEMENT OF FLORIDA GULF COAST UNIVERSITY. 20544430 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 213 0 1 0 1 1 0 0 0 0 1 1 1 2 0 0 1 0 0 0 X 53 52 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 FL X X GERARD CARRINGTON 2397454365 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 339656565 AYSEGUL TIMUR PRESIDENT 10.00 30.00 X X 0 686997 58846 NEALE MONTGOMERY DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL HARTLEY VICE CHAIR 1.00 0.00 X X 0 0 0 JAIME ULMER DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL SWINDLE DIRECTOR 1.00 0.00 X 0 0 0 MILLER COUSE DIRECTOR 0.25 0.00 X 0 0 0 PETER SULICK DIRECTOR 0.25 0.00 X 0 0 0 LEE SEIDLER DIRECTOR 0.25 0.00 X 0 0 0 RICHARD ACKERT DIRECTOR 0.25 0.00 X 0 0 0 WILLIAM HOROWITZ DIRECTOR 0.25 0.00 X 0 0 0 MYRA WILLIAMS DIRECTOR 1.00 0.00 X 0 0 0 SAMANTHA SCOTT CHAIR 1.00 0.00 X X 0 0 0 MARTIN SCHAPPELL DIRECTOR 1.00 0.00 X 0 0 0 GARY GRIFFIN DIRECTOR 1.00 0.00 X 0 0 0 ROBBIE ROEPSTORFF EX OFFICIO 1.00 0.00 X 0 0 0 BILL BARKER DIRECTOR 1.00 0.00 X 0 0 0 W BERNARD LESTER DIRECTOR 0.25 0.00 X 0 0 0 GREG BLURTON DIRECTOR 1.00 0.00 X 0 0 0 STEVEN BRODIE DIRECTOR 1.00 0.00 X 0 0 0 STEVE MCINTOSH DIRECTOR 0.25 0.00 X 0 0 0 SHONTRA POWELL DIRECTOR 1.00 0.00 X 0 0 0 SHAWN MCINTYRE DIRECTOR 1.00 0.00 X 0 0 0 SUZANNE BOY DIRECTOR 1.00 0.00 X 0 0 0 MARY BETH GEIER DIRECTOR 1.00 0.00 X 0 0 0 BARRON COLLIER III DIRECTOR 0.25 0.00 X 0 0 0 JOHN FUMAGALLI DIRECTOR 0.25 0.00 X 0 0 0 JOSEPH CATTI DIRECTOR 0.25 0.00 X 0 0 0 LAWRENCE ANTONUCCI DIRECTOR 1.00 0.00 X 0 0 0 BRIAN RIST DIRECTOR 1.00 0.00 X 0 0 0 CLAUDINE LEGER-WETZEL DIRECTOR 1.00 0.00 X 0 0 0 EDWARD MORTON DIRECTOR 0.25 0.00 X 0 0 0 DIANA WILLIS DIRECTOR 1.00 0.00 X 0 0 0 DONALD LESCH DIRECTOR 0.25 0.00 X 0 0 0 DAVID LUCAS DIRECTOR 0.25 0.00 X 0 0 0 CHARLES WINTON DIRECTOR 0.25 0.00 X 0 0 0 CHELSEA GANEY DIRECTOR 1.00 0.00 X 0 0 0 LINDA TAYLOR DIRECTOR 1.00 0.00 X 0 0 0 CHARLES IDELSON DIRECTOR 0.25 0.00 X 0 0 0 CHARLES EDWARDS DIRECTOR 0.25 0.00 X 0 0 0 JESSE BOUCHARD DIRECTOR 1.00 0.00 X 0 0 0 JAMES KNUPP DIRECTOR 0.25 0.00 X 0 0 0 JEFFREY FRIDKIN DIRECTOR 0.25 0.00 X 0 0 0 JEFF FARAMO DIRECTOR 1.00 0.00 X 0 0 0 BRETT DIAMOND DIRECTOR 1.00 0.00 X 0 0 0 DOUGLAS VANOORT TREASURER 1.00 0.00 X X 0 0 0 J DUDLEY GOODLETTE DIRECTOR 0.25 0.00 X 0 0 0 GAIL MARKHAM DIRECTOR 1.00 0.00 X 0 0 0 FRED PEZESHKAN DIRECTOR 0.25 0.00 X 0 0 0 HARRY CASIMIR SECRETARY 1.00 0.00 X X 0 0 0 PHIL FISCHLER DIRECTOR 1.00 0.00 X 0 0 0 KIM CICCARELLI KANTOR DIRECTOR 1.00 0.00 X 0 0 0 KATIE SPROUL DIRECTOR 1.00 0.00 X 0 0 0 LUCIENNE PEARS DIRECTOR 1.00 0.00 X 0 0 0 KATHERINE GREEN EXECUTIVE DIRECTOR 25.00 15.00 X 0 295663 50417 GERARD CARRINGTON CHIEF FINANCIAL OFFICER 30.00 10.00 X 0 179316 36986 DAVID VAZQUEZ ASSISTANT TREASURER 1.00 39.00 X 0 301082 40258 CINDY LEARNED ASSISTANT VICE PRESIDENT 35.00 5.00 X 0 183690 45073 WILLIAM RICE SR. PHILANTHROPY OFFICER 30.00 10.00 X 0 162572 42150 MICHAEL MARTIN FORMER PRESIDENT 10.00 30.00 X 0 233333 0 0 2042653 273730 0 1 1 0 WRIGHT CONSTRUCTION GROUP 5811 YOUNGQUIST ROAD FORT MYERS FL 33912 CONSTRUCTION 1088188 CHARTWELLS 10501 FGCUU BLVD S FORT MYERS FL 33965 CATERING 362600 PROPELLANT MEDIA LLC 976 BRADY AVENUE NW ATLANTA GA 30318 SUBSCRIPTION 200000 ALLEGIANCE FUNDRAISING LLC PO BOX 790379 ST LOUIS MO 32302 FUNDRAISING 170428 FLORIDIAN PARTNERS LLC PO BOX 1698 TALLAHASSEE FL 32302 LOBBYING 165571 6 591458 24438840 869648 25030298 FUNDRAISING ACTIVITIES 900099 718475 718475 VESTER CENTER-FGCU REIMB. 531390 416000 416000 1134475 1649219 948 1648271 32466749 32651655 -184906 -184906 -184906 732183 591458 416925 315258 315258 27944344 1134475 948 1778623 16171176 16171176 92238 51710 40528 227555 227555 250534 250534 284984 284984 1148672 844131 264319 40222 132940 120139 4775 8026 1018320 793062 159412 65846 72273 70455 501 1317 44065 42893 500 672 491169 448326 28191 14652 1990490 1298587 309943 381960 35267 35267 61958 12423 49535 DUES & SUBSCRIPTIONS 398307 343820 33002 21485 PROGRAM PRODUCTION 318337 318337 GIFTS/ACKNOWLEDGMENTS 66003 29371 10216 26416 MISCELLANEOUS EXPENSES 154 154 22804442 20544430 1399193 860819 43921793 48728657 3563058 5646272 156554948 169556902 697934 5269142 50350 15083 1327164 886789 206115247 230102845 468093 344451 32000 0 2431854 2564803 2931947 2909254 X 14365069 13526520 188818231 213667071 203183300 227193591 206115247 230102845 X 5139902 18953338 -82949 X 0 1 X 1 0 X 19514768 23525853 26416685 27643453 25030298 122131057 19514768 23525853 26416685 27643453 25030298 122131057 11128560 111002497 123503 85696 763715 1941103 1648271 4562288 189709 271504 315945 424695 315258 1517111 128210456 8122983 0.86580 0.85370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 227555 227555 0 PART II-B, LINE 1: IN FY 2025, THE UNIVERSITY CONTINUED TO ENGAGE THIRD-PARTY COMPANIES (FLORIDIAN PARTNERS AND BECKER & POLIAKOFF) TO ADVOCATE FOR FLORIDA GULF COAST UNIVERSITY IN TALLAHASSEE WITH THE FLORIDA LEGISLATURE FOR VARIOUS LOBBYING ACTIVITIES. 138798607 5234867 17011512 4021089 157023897 121316201 7907756 15966713 6932063 138798607 111836988 3113813 12281227 5915827 121316201 129309034 3897182 -16085855 3346794 1936579 111836988 100019129 4961456 29547621 3549394 1669778 129309034 0.00000 1.00000 0.00000 0 0 0 GIFT ANNUITIES PAYABLE 678097 GIFT ANNUITIES 1886706 2564803 X 46946674 18953338 333976 19287314 27659360 284984 284984 27944344 22936383 416925 416925 22519458 284984 284984 22804442 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT ENDOWED CHAIRS, PROFESSORSHIPS, SCHOLARSHIPS, FELLOWSHIPS AND OTHER PROGRAMS FOR THE BENEFIT OF FLORIDA GULF COAST UNIVERSITY. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES REPORTED ON PART VIII 416,925. CHANGE IN VALUE OF GIFT ANNUITY -82,949. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES REPORTED ON PART VIII 416,925. X X X X X 1 EAB GLOBAL INC 11011 WEST BROAD STREET GLEN ALLEN VA 23060 GENERAL FUNDRAISING 0 363720 11970 351750 ALLIGIANCE FUNDRAISING LLC PO BOX 790379 ST LOUIS MO 631790379 GENERAL FUNDRAISING 0 0 238564 -238564 363720 250534 113186 AL AK AR CA CO CT DC FL HI IL KS ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WA WV WI NIGHT AT NEST 951635 364732 586903 66950 15495 177223 GOLF TOURNAMENT 101500 78300 23200 14285 8 270506 148426 122080 268 35463 62044 45197 1323641 591458 732183 268 35463 128994 15495 236705 416925 315258 1 FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD SOUTH FORT MYERS FL 339656565 650753801 170(C)(1) 15803024 0 SCHOLARSHIPS AND SUPPORT FOR FLORIDA GULF COAST UNIVERSITY PETER'S AUTISM SCHOOL 18670 OLD BAYSHORE ROAD NORTH FORT MYERS FL 33917 923737206 501(C)(3) 368152 0 EDUCATION PROGRAMS ALIGNED WITH FGCU OPERATIONS/MISSION 2 0 PART I, LINE 2: THE FOUNDATION IS A DIRECT SUPPORT ORGANIZATION OF FLORIDA GULF COAST UNIVERSITY AND PROVIDES ASSISTANCE BASED ON REQUESTS FROM THE UNIVERSITY AND THE AMOUNT OF AVAILABLE FUNDS FROM RESTRICTED DONATIONS FOR SPECIFIC UNIVERSITY PROGRAMS. FOUNDATION FISCAL MANAGERS MAINTAIN A RUNNING TOTAL OF GRANT FUNDING RECEIVED AND AMOUNTS AVAILABLE FOR DISTRIBUTION. ALL FUNDING REQUESTS ARE REVIEWED FOR ELIGIBILITY PRIOR TO FUNDS BEING DISBURSED INCLUDING CRITERIA AGREED UPON BETWEEN THE DONOR AND THE FOUNDATION. 0 0 0 0 0 0 0 0 0 AYSEGUL TIMUR PRESIDENT 0 467413 0 100000 0 119584 0 34659 0 24187 0 745843 0 0 KATHERINE GREEN EXECUTIVE DIRECTOR 0 242626 0 6000 0 47037 0 27301 0 23116 0 346080 0 0 DAVID VAZQUEZ ASSISTANT TREASURER 0 242980 0 6000 0 52102 0 28225 0 12033 0 341340 0 0 MICHAEL MARTIN FORMER PRESIDENT 0 0 0 233333 0 0 0 0 0 0 0 233333 0 0 CINDY LEARNED ASSISTANT VICE PRESIDENT 0 170791 0 5551 0 7348 0 24513 0 20560 0 228763 0 0 GERARD CARRINGTON CHIEF FINANCIAL OFFICER 0 167369 0 5389 0 6558 0 17430 0 19556 0 216302 0 0 WILLIAM RICE SR. PHILANTHROPY OFFICER 0 141443 0 10792 0 10337 0 21668 0 20482 0 204722 0 0 PART I, LINE 3 COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS DETERMINED UNDER THE HUMAN RESOURCE POLICIES OF THE UNIVERSITY. THE FOUNDATION RELIES ON THE UNIVERSITY TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER. X 1 4333 DISPOSITION VALUE X 17 489219 AVG. TRADING VALUE X 2 366096 NET ASSET VALUE X TICKETS AND VIP TENT 1 10000 FMV 1 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL POWERS AND AUTHORITY OF THE FOUNDATION BOARD WHEN THE BOARD IS NOT IN SESSION, AND SHALL BE EMPOWERED TO ACT ON BEHALF OF THE BOARD IN INSTANCES WHERE A MEETING OF THE FULL BOARD WOULD NOT OCCUR WITHIN THE TIME FRAME NECESSARY FOR APPROVING AN ACTION DEEMED TO BE IN THE BEST INTEREST OF THE FOUNDATION; ALSO TAKING SUCH OTHER ACTION AS MAY BE REQUIRED FROM TIME TO TIME FOR THE EXPEDITIOUS OPERATION OF THE FOUNDATION. ACTIONS BY THE EXECUTIVE COMMITTEE SHALL BE SUBJECT ONLY TO SUCH RESTRICTION OR LIMITATIONS AS THE FOUNDATION BOARD MAY FROM TIME TO TIME SPECIFY. HOWEVER, THE EXECUTIVE COMMITTEE SHALL HAVE NO AUTHORITY TO ALTER, AMEND, OR REPEAL THE ARTICLES OF LNCORPORATION OR THE BYLAWS OF THE FOUNDATION OR TO APPOINT DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE APPOINTMENT OF ELECTED DIRECTORS IS RECOMMENDED BY THE FOUNDATION BOARD TO THE FLORIDA GULF COAST UNIVERSITY BOARD OF TRUSTEES ("BOARD OF TRUSTEES") FOR ITS APPROVAL. THE CFO OF THE FOUNDATION IS SELECTED BY THE VICE PRESIDENT OF UNIVERSITY ADVANCEMENT OF FGCU. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE, EXECUTIVE DIRECTOR, AND CHIEF FINANCIAL OFFICER PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FOUNDATION BOARD MEMBERS ARE SUBJECT TO A CONFLICT OF INTEREST POLICY, AND ARE REQUIRED TO ANNUALLY REVIEW THE POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. IF A CONFLICT IS DISCLOSED, THE EXECUTIVE DIRECTOR AND CHAIR OF THE BOARD DISCUSS IT WITH THE DIRECTOR AND DETERMINE HOW IT SHOULD BE HANDLED. BOARD PRACTICE IS THAT A DIRECTOR WITH A CONFLICT WOULD ABSTAIN FROM VOTING OR DISCUSSING THE RELEVANT MATTER. KEY EMPLOYEES ARE SUBJECT TO THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS DETERMINED UNDER THE HUMAN RESOURCE POLICIES OF THE UNIVERSITY. THE FOUNDATION RELIES ON THE UNIVERSITY TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE ON THE FOUNDATION'S WEBSITE AND ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF GIFT ANNUITY -82,949. FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD SOUTH FORT MYERS FL 339656565 650753801 EDUCATION FL 115(1) N/A N/A 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 FLORIDA GULF COAST UNIVERSITY B 15803024 FMV FLORIDA GULF COAST UNIVERSITY J 416000 FMV FLORIDA GULF COAST UNIVERSITY D 371738 FMV FLORIDA GULF COAST UNIVERSITY L 718475 FMV