FLORIDA STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA STATE UNIVERSITY FOUNDATION INC (EIN 59-6152180)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-02
- IRS object ID
- 201331229349300518
- Schema version
- 2011v1.5
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-02T09:11:25-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 IVAN ALLEN JR BLVD STE 1000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596152180 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA STATE UNIVERSITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % Laura F Hensley | InCareOfName |
| Name Control | FLOR | NameControl |
| Phone | 8506446000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Innovation Park 2010 Levy Avenue | AddressLine1 |
| Address Line2 | BUILDING B SUITE 300 | AddressLine2 |
| City | Tallahassee | City |
| State | FL | State |
| ZIP Code | 32306 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas Jennings | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2013-04-22 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048748300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Thomas W Jennings President | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Innovation Park 2010 Levy Ave | AddressLine1 |
| City | Tallahassee | City |
| State | FL | State |
| ZIP Code | 32306 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 162939777 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.foundation.fsu.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE FLORIDA STATE UNIVERSITY FOUNDATION ENHANCES THE ACADEMIC MISSION AND VISION OF THE FLORIDA STATE UNIVERSITY THROUGH ITS ORGANIZED FUNDRAISING ACTIVITIES AND FUND MANAGEMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 122 | TotalNbrEmployees |
| Total Nbr Volunteers | 955 | TotalNbrVolunteers |
| Total Gross UBI | 64860 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 43332 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 39738220 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 51095024 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 589477 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 579691 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8553748 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3185260 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 985780 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4706869 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 49867225 | TotalRevenuePriorYear |
| Total Revenue Current Year | 59566844 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 18439319 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15972061 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16340755 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17362258 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 594104 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 611925 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7817246 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 19318122 | OtherExpensePriorYear |
| Other Expenses Current Year | 19300186 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 54692300 | TotalExpensesPriorYear |
| Total Expenses Current Year | 53246430 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4825075 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6320414 | RevenuesLessExpensesCY |
| Total Assets BOY | 504811417 | TotalAssetsBOY |
| Total Assets EOY | 498250336 | TotalAssetsEOY |
| Total Liabilities BOY | 12274686 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12641411 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 492536731 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 485608925 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FLORIDA STATE UNIVERSITY FOUNDATION ENHANCES THE ACADEMIC MISSION AND VISION OF THE 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 PURPOSE AS PART OF FSU'S OVERALL ADVANCEMENT EFFORT; INVESTING AND DISBURSING FUNDS TO MEET CURRENT AND FUTURE NEEDS OF FSU; AND STRENGTHENING RELATIONSHIPS WITH DONORS TO FSU. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 39545320 | Expense |
| Grants | 15972061 | Grants |
| Revenue | 6366517 | Revenue |
| Description | THE FLORIDA STATE UNIVERSITY FOUNDATION EXPENDS FUNDS FOR PURPOSES THAT ENHANCE THE ACADEMIC MISSION OF THE FLORIDA STATE UNIVERSITY. ACADEMIC SUPPORT INCLUDES SALARIES, SCHOLARSHIPS & FELLOWSHIPS, RESEARCH, CAPITAL FUNDING, EQUIPMENT & SUPPLIES, TRAVEL AND OTHER RELATED 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. | Description |
| Total Program Service Expense | 39545320 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 264 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 122 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | HK | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Laura F Hensley | NamePerson |
| Telephone Number | 8506440749 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Innovation Park 2010 Levy Ave Bl | AddressLine1 |
| City | Tallahassee | City |
| State | FL | State |
| ZIP Code | 323062739 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Reportable Comp From OrganizationReportableCompFromOrganization | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Beth Azor | |||||||
| Trustee/Secretary | 1.0 | X | X | 0 | 0 | ||
| Eric Barron | |||||||
| Trustee | 1.0 | X | |||||
| Yvonne Brown | |||||||
| Trustee | 1.0 | X | |||||
| John Carnaghi | |||||||
| Trustee/Treasurer | 1.0 | X | X | ||||
| Stella Cottrell | |||||||
| Trustee | 1.0 | X | |||||
| Warren Coville | |||||||
| Trustee | 1.0 | X | |||||
| Thomas Culligan | |||||||
| Trustee | 1.0 | X | |||||
| Julie Eichenberg | |||||||
| Trustee | 1.0 | X | |||||
| Andrew Feinberg | |||||||
| Trustee | 1.0 | X | |||||
| Ralph Gonzalez | |||||||
| Trustee | 1.0 | X | |||||
| Carla Gopher | |||||||
| Trustee | 1.0 | X | |||||
| Priscilla Greenfield | |||||||
| Trustee | 1.0 | X | |||||
| William Haggard | |||||||
| Trustee | 1.0 | X | |||||
| Donald Harbaugh | |||||||
| Trustee | 1.0 | X | |||||
| Mart Hill | |||||||
| Trustee | 1.0 | X | |||||
| Gordon Holder | |||||||
| Trustee/Chair Elect | 1.0 | X | X | ||||
| Robert Johnson | |||||||
| Trustee | 1.0 | X | |||||
| Peter Jones | |||||||
| Trustee | 1.0 | X | |||||
| John Jones | |||||||
| Trustee | 1.0 | X | |||||
| Floyd Jordan | |||||||
| Trustee | 1.0 | X | |||||
| Galen Kilburn | |||||||
| Trustee | 1.0 | X | |||||
| George Langford | |||||||
| Trustee | 1.0 | X | |||||
| Sandra Lewis | |||||||
| Trustee | 1.0 | X | |||||
| Charlotte Maguire | |||||||
| Trustee | 1.0 | X | |||||
| Joyce Miles | |||||||
| Trustee | 1.0 | X | |||||
| Jacqueline Montgomery | |||||||
| Trustee | 1.0 | X | |||||
| Jane Morgan | |||||||
| Trustee | 1.0 | X | |||||
| Gerald Redditt | |||||||
| Trustee | 1.0 | X | |||||
| Betty Rodgers | |||||||
| Trustee | 1.0 | X | |||||
| Jeffrey Rohr | |||||||
| Trustee | 1.0 | X | |||||
| Kirk Rostron | |||||||
| Trustee | 1.0 | X | |||||
| Jerry Sowell | |||||||
| Trustee | 1.0 | X | |||||
| John Thiel | |||||||
| Trustee | 1.0 | X | |||||
| James Thomas | |||||||
| Trustee | 1.0 | X | |||||
| Edwin Walborsky | |||||||
| Trustee | 1.0 | X | |||||
| Ashbel Williams | |||||||
| Trustee/Chair | 1.0 | X | X | ||||
| Thomas Jennings | |||||||
| Trustee/President | 40.0 | X | X | 39589 | 297388 | ||
| Gerald J Ganz Jr | |||||||
| CFO/Asst. Treasurer | 40.0 | X | 25552 | 143342 | |||
| Perry Fulkerson | |||||||
| VP, Development | 40.0 | 37102 | 182130 | X | |||
| Mark Pankey | |||||||
| Associate VP, Development | 40.0 | 35575 | 135614 | X | |||
| Jeanne Pecha | |||||||
| VP, Advancement Services | 40.0 | 23274 | 139103 | X | |||
| Francis Salancy Jr | |||||||
| ASST DEAN DEVELOP, FINE ARTS | 40.0 | 29165 | 109756 | X | |||
| Patrick J Crowley | |||||||
| VP of Advancement Relations | 40.0 | 28653 | 131878 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1139211 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 218910 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RuffaloCODY LLC | |||||
| PO Box 3018 | CEDAR RAPIDS | IA | 52406 | FUNDRAISING SERVICES | 554676 |
| Ernst Young | |||||
| 401 East Jackson Street | TAMPA | FL | 33602 | ACCOUNTING | 130922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 504980 | FundraisingEvents |
| Government Grants | 1707885 | GovernmentGrants |
| All Other Contributions | 48882159 | AllOtherContributions |
| Noncash Contributions | 3091985 | NoncashContributions |
| Total Contributions | 51095024 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Registration/Administration | Description |
| Business Code | 561110 | BusinessCode |
| Total Revenue Column | 579691 | TotalRevenueColumn |
| Related Or Exempt Function Income | 579691 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 579691 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4363373 | TotalRevenueColumn |
| Exclusion | $4,363,373 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 81465 | TotalRevenueColumn |
| Exclusion | $81,465 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 100741732 | Securities |
| Other | 69955 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 101664805 | Securities |
| Other | 324995 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -923073 | Securities |
| Other | -255040 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1178113 | TotalRevenueColumn |
| Exclusion | -$1,178,113 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 156851 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 504980 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1383133 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1226282 | TotalRevenueColumn |
| Exclusion | -$1,226,282 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| REFUNDABLE ADVANCE | 541800 | 4100000 | 4100000 | |
| PARTNERSHIP INCOME | 900099 | 49191 | 49191 | |
| ADVERTISING | 900099 | 15669 | 15669 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1686826 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1686826 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5851686 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59566844 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6366517 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 64860 | UnrelatedBusinessRevenue |
| Exclusion | $2,040,443 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15953711 | Total |
| Program Services | 15953711 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13350 | Total |
| Program Services | 13350 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Program Services | 5000 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 518153 | Total |
| Management And General | 169394 | ManagementAndGeneral |
| Fundraising | 348759 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14610233 | Total |
| Program Services | 7799643 | ProgramServices |
| Management And General | 2507098 | ManagementAndGeneral |
| Fundraising | 4303492 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863571 | Total |
| Program Services | 32 | ProgramServices |
| Management And General | 272106 | ManagementAndGeneral |
| Fundraising | 591433 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 571578 | Total |
| Management And General | 253069 | ManagementAndGeneral |
| Fundraising | 318509 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 798723 | Total |
| Program Services | 256798 | ProgramServices |
| Management And General | 197826 | ManagementAndGeneral |
| Fundraising | 344099 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60064 | Total |
| Program Services | 12017 | ProgramServices |
| Management And General | 48047 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134422 | Total |
| Program Services | 3500 | ProgramServices |
| Management And General | 130922 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 611925 | Total |
| Fundraising | 611925 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1138487 | Total |
| Program Services | 995868 | ProgramServices |
| Management And General | 87221 | ManagementAndGeneral |
| Fundraising | 55398 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1002430 | Total |
| Program Services | 975004 | ProgramServices |
| Management And General | 10466 | ManagementAndGeneral |
| Fundraising | 16960 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2600579 | Total |
| Program Services | 1821911 | ProgramServices |
| Management And General | 355817 | ManagementAndGeneral |
| Fundraising | 422851 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1515143 | Total |
| Program Services | 1285936 | ProgramServices |
| Management And General | 204609 | ManagementAndGeneral |
| Fundraising | 24598 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 937791 | Total |
| Program Services | 302197 | ProgramServices |
| Management And General | 635158 | ManagementAndGeneral |
| Fundraising | 436 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2945650 | Total |
| Program Services | 2488698 | ProgramServices |
| Management And General | 32769 | ManagementAndGeneral |
| Fundraising | 424183 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 897090 | Total |
| Program Services | 845148 | ProgramServices |
| Management And General | 36564 | ManagementAndGeneral |
| Fundraising | 15378 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10316 | Total |
| Program Services | 10309 | ProgramServices |
| Fundraising | 7 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520329 | Total |
| Management And General | 520329 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118602 | Total |
| Program Services | 45993 | ProgramServices |
| Management And General | 72609 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Entertainment | 2759322 | 2486381 | 12388 | 260553 |
| PROV FOR UNCOLLECT. PLEDGE | 2095988 | 2095988 | ||
| BOOKS, JOURNAL & SUBSCR. | 1475301 | 1385384 | 35324 | 54593 |
| UBIT Payment | 1635 | 1635 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1087037 | Total |
| Program Services | 760817 | ProgramServices |
| Management And General | 302148 | ManagementAndGeneral |
| Fundraising | 24072 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53246430 | Total |
| Program Services | 39545320 | ProgramServices |
| Management And General | 5883864 | ManagementAndGeneral |
| Fundraising | 7817246 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59153620 | BOY |
| EOY | 66847149 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11392365 | BOY |
| EOY | 15724361 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282150 | BOY |
| EOY | 810796 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47704 | BOY |
| EOY | 45790 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3924862 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2944193 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1900679 | BOY |
| EOY | 980669 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 411234427 | BOY |
| EOY | 393452417 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20800472 | BOY |
| EOY | 20389154 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 504811417 | BOY |
| EOY | 498250336 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1959061 | BOY |
| EOY | 2204370 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 3800000 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10315625 | BOY |
| EOY | 6637041 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12274686 | BOY |
| EOY | 12641411 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -7709263 | BOY |
| EOY | -22784717 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128226770 | BOY |
| EOY | 121812870 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372019224 | BOY |
| EOY | 386580772 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 492536731 | BOY |
| EOY | 485608925 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 504811417 | BOY |
| EOY | 498250336 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6320414 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -13248220 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 59244839 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27469796 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37479539 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39738220 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51095024 | CurrentTaxYear |
| Total | 215027418 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 59244839 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27469796 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37479539 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39738220 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51095024 | CurrentTaxYear |
| Total | 215027418 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1207195 | AmountsSubstContributorsTotal |
| Public Support Total170 | 213820223 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5509777 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6001479 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3771137 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1720505 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4494029 | CurrentTaxYear |
| Total | 21496927 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18543 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11143 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68464 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33023 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43332 | CurrentTaxYear |
| Total | 174505 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 1322131 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1112488 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5786826 | CurrentTaxYear |
| Total | 8221445 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 244920295 | TotalSupport |
| Gross Receipts From Admissions Etc | 2390786 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.87302 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87910 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 386797725 | BeginningOfYearBalance |
| Contributions | 14702652 | Contributions |
| Investment Earnings Or Losses | -9480451 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4163600 | GrantsOrScholarships |
| Other Expenditures | 8886004 | OtherExpenditures |
| Administrative Expenses | 8475522 | AdministrativeExpenses |
| End Of Year Balance | 370494800 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 328243562 | BeginningOfYearBalance |
| Contributions | 9807870 | Contributions |
| Investment Earnings Or Losses | 70561374 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3488351 | GrantsOrScholarships |
| Other Expenditures | 10008036 | OtherExpenditures |
| Administrative Expenses | 8318694 | AdministrativeExpenses |
| End Of Year Balance | 386797725 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 306089601 | BeginningOfYearBalance |
| Contributions | 4933109 | Contributions |
| Investment Earnings Or Losses | 37854704 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3838114 | GrantsOrScholarships |
| Other Expenditures | 8428969 | OtherExpenditures |
| Administrative Expenses | 8366769 | AdministrativeExpenses |
| End Of Year Balance | 328243562 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 370825716 | BeginningOfYearBalance |
| Contributions | 23294406 | Contributions |
| Investment Earnings Or Losses | -68284307 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4258047 | GrantsOrScholarships |
| Other Expenditures | 9123955 | OtherExpenditures |
| Administrative Expenses | 6364212 | AdministrativeExpenses |
| End Of Year Balance | 306089601 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04220 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.95780 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 423559 | InvestmentCostOrOtherBasis |
| Book Value | 423559 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 516050 | OtherCostOrOtherBasis |
| Depreciation | 516050 | Depreciation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2878171 | OtherCostOrOtherBasis |
| Depreciation | 2348086 | Depreciation |
| Book Value | 530085 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 16500 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 90582 | OtherCostOrOtherBasis |
| Depreciation | 80057 | Depreciation |
| Book Value | 27025 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 980669 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Agency Liability | $336,480 |
| Annuity obligations | $6,300,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6637041 | TotalOfAmounts |
| Total Revenue | 59566844 | TotalRevenue |
| Total Expenses | 53246430 | TotalExpenses |
| Excess Or Deficit For Year | 6320414 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 13248220 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 13248220 | TotalAdjustments |
| Excess Or Deficit Per FS | 19568634 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 47701757 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -13248220 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -13248220 | RevenueNotRptdF990 |
| Revenue Subtotal | 60949977 | RevenueSubtotal |
| Other Revenues Not Included | -1383133 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -1383133 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 59566844 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 54629563 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1383133 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1383133 | ExpensesNotRptdF990 |
| Expenses Subtotal | 53246430 | ExpensesSubtotal |
| Total Expenses Per Form990 | 53246430 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Endowment Funds | Schedule D, Part V. | SPENDING FROM THE FOUNDATION'S ENDOWMENTS SUPPORTS THE ACADEMIC ACTIVITIES OF THE UNIVERSITY INCLUDING SCHOLARSHIPS AND PROGRAMS. |
| Fin 48 Footnote | Schedule D, Part XIV | THE FOUNDATION HAS REVIEWED ITS TAX STATUS AND RELATED FILINGS AND DETERMINED THAT THERE ARE NO TAX POSITIONS FOR WHICH AN OBLIGATION NEEDS TO BE RECORDED. |
| Other revenue adjustments | Schedule D, Part XII, Line 4b | EXPENSES RELATED TO FUNDRAISING EVENTS OF $1,383,133 ARE NETTED ON THE REVENUE SCHEDULE IN PART VIII. IN THE AUDITED FINANCIALS THESE EXPENSES ARE INCLUDED IN PROGRAM EXPENSES. |
| Other expense adjustments | Schedule D, Part XIII, Line 2d | EXPENSES RELATED TO FUNDRAISING EVENTS OF $1,383,133 ARE NETTED ON THE REVENUE SCHEDULE IN PART VIII. IN THE AUDITED FINANCIALS THESE EXPENSES ARE INCLUDED IN PROGRAM EXPENSES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (4 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | Investments | N/A | 38248261 |
| North America | Investments | N/A | 14442007 |
| East Asia and the Pacific | Investments | N/A | 4638384 |
| Europe (Including Iceland and Greenland) | Investments | N/A | 25224536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 82553188 | SubtotalAmountSpent |
| Total Amount Spent | 82553188 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Organization's Procedures for Monitoring Use of Grant Funds Outside the US | Identifier |
| Return Reference | Schedule F, Part V | ReturnReference |
| Explanation | THE ORGANIZATION DOES NOT HAVE FORMAL MONITORING PROCEDURES AFTER THE GRANT IS MADE. HOWEVER, AT THE TIME OF THE GRANT, THE ORGANIZATION AUDITS THE DISBURSEMENT TO ENSURE THAT IT MEETS THE DONOR'S INTENT. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | RuffaloCODY LLC | NameOfIndividual |
| Activity | PHONE SOLICIT. | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 896286 | GrossReceipts |
| Amount Retained By Contractor | 611925 | AmountRetainedByContractor |
| Net To Organization | 284361 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 896286 | TotalGrossReceipts |
| Total Retained By Contractors | 611925 | TotalRetainedByContractors |
| Total Net To Organization | 284361 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 7 DAYS OPEN NGT | NameOfEvent1 |
| Gross Receipts Event1 | 257198 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 211150 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 46048 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 5930 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 100 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 422596 | OtherDirectExpensesEvent1 |
| Name Of Event2 | RINGLING ARTS | NameOfEvent2 |
| Gross Receipts Event2 | 225305 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 219763 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 5542 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 14156 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 14826 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 792228 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 9 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 179328 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 74067 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 105261 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 41258 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 23159 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 68880 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 661831 | GrossReceiptsTotal |
| Charitable Contributions Total | 504980 | CharitableContributionsTotal |
| Gross Revenue Total Events | 156851 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 61344 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 38085 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1283704 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1383133 | DirectExpenseSummaryEvents |
| Net Income Summary | -1226282 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information - Fundraising Events | Identifier |
| Return Reference | Schedule G, Part IV | ReturnReference |
| Explanation | AS REPORTED ON SCHEDULE G, NET INCOME FOR FUNDRAISING EVENTS DOES NOT INCLUDE ANY CHARITABLE CONTRIBUTIONS RECEIVED DURING THESE FUNDRAISING EVENTS. EXCLUDING CHARITABLE CONTRIBUTIONS FROM FUNDRAISING EVENTS, 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 TO ALSO INCREASE DONOR AWARENESS WITH HOPE OF FUTURE CONTRIBUTIONS IN SUPPORT OF OUR MISSION. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| Big Bend Hospice | ||||||||||
| 1723 Mahan Center Blvd | Tallahassee | FL | 32308 | 592328806 | 501(C)(3) | 20810 | ||||
| The Florida State University | ||||||||||
| 600 West College Avenue | Tallahassee | FL | 32306 | 591961248 | 501(C)(3) | 14282267 | 552553 | FMV | COMP, EQUIP, FURN. | SCHOLARSHIP SUPPORT |
| The Florida State University Alumni Assoc | ||||||||||
| 1030 W Tennessee St | Tallahassee | FL | 32304 | 590705420 | 501(C)(3) | 138000 | PROGRAM SUPPORT | |||
| Seminole Boosters | ||||||||||
| PO Box 1353 | Tallahassee | FL | 32302 | 591561180 | 501(C)(3) | 86656 | SCHOLARSHIP SUPPORT | |||
| The Florida State Real Estate Foundation | ||||||||||
| 2010 Levy Ave Bldg B Suite 300 | Tallahassee | FL | 32310 | 452337977 | 501(C)(3) | 620000 | FMV | REAL ESTATE | PROGRAM SUPPORT | |
| The Florida State University Research Fdn | ||||||||||
| 2000 Levy Avenue | Tallahassee | FL | 32310 | 593211153 | 501(C)(3) | 141504 | RESEARCH SUPPORT | |||
| National Restaurant Assoc Education Fdn | ||||||||||
| 175 W Jackson Blvd Ste 1500 | Chicago | IL | 60604 | 366103388 | 501(C)(3) | 10000 | ||||
| Southern Scholarship House | ||||||||||
| 322 Stadium Drive | Tallahassee | FL | 32304 | 590939481 | 501(C)(3) | 12816 | SCHOLARSHIP SUPPORT | |||
| University of Central Florida | ||||||||||
| 4000 Central Florida Blvd | Orlando | FL | 32816 | 592924021 | 501(C)(3) | 6169 | SCHOLARSHIP SUPPORT | |||
| University of Florida Financial Aid | ||||||||||
| S-107 Criser Hall | Gainesville | FL | 32611 | 596002052 | 501(C)(3) | 19762 | SCHOLARSHIP SUPPORT | |||
| University of North Florida | ||||||||||
| 4567 St Johns Bluff Road South | Jacksonville | FL | 32224 | 592976169 | 501(C)(3) | 10932 | SCHOLARSHIP SUPPORT | |||
| University of South Florida | ||||||||||
| 4202 E Fowler Ave ADM131 | Tampa | FL | 33620 | 591561180 | 501(C)(3) | 6594 | SCHOLARSHIP SUPPORT | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Donation | 1 | 250 |
| Industry Award | 9 | 7400 |
| Travel Stipend - Academic Support | 3 | 5700 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule I, Question #1 | Identifier |
| Return Reference | Maintenance of records to substantiate grants or assistance | ReturnReference |
| Explanation | THE UNIVERSITY OVERSEES THE GRANT PROCESS. UNIVERSITY PERSONNEL DETERMINE WHO WILL RECEIVE AWARDS AND HOW THEY ARE AWARDED. THE UNIVERSITY THEN GIVES THE FOUNDATION AN APPROVED DISBURSEMENT REQUEST TO TRANSFER THE FUNDS. THE FOUNDATION KEEPS RECORDS OF THE DISBURSEMENTS AS PART OF ITS ACCOUNTS PAYABLE DOCUMENTATION. FORM 990, SCHEDULE I, QUESTION 2 DESCR. OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS THE ORGANIZATION DOES NOT HAVE FORMAL MONITORING PROCEDURES AFTER THE GRANT IS MADE. HOWEVER, AT THE TIME OF THE GRANT, THE ORGANIZATION AUDITS THE DISBURSEMENT TO ENSURE THAT IT MEETS THE DONOR'S INTENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|
| Thomas Jennings | |||||
| 273073 | 24315 | 25029 | 14738 | 337155 | 0 |
| Gerald J Ganz Jr | |||||
| 143342 | 12737 | 12815 | 168894 | 0 | |
| Perry Fulkerson | |||||
| 172879 | 9251 | 27792 | 9310 | 219232 | 0 |
| Mark Pankey | |||||
| 128397 | 7217 | 21698 | 13877 | 171189 | 0 |
| Jeanne Pecha | |||||
| 135134 | 3969 | 18514 | 4760 | 162377 | 0 |
| Patrick J Crowley | |||||
| 126716 | 5162 | 19356 | 9297 | 160531 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BENEFITS | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 1A | ReturnReference |
| Explanation | Charter flights are provided for the Foundation president to attend scheduled meetings when commercial travel alternatives are not available. When charter flights are used, other Foundation and University executives travel with the president to prepare en route for the meetings. The Foundation paid social club dues, specifically for fundraising purposes, for the Foundation president. SUPPLEMENTAL COMPENSATION INFORMATION SCHEDULE J, PART III DURING THE FISCAL YEAR ENDED JUNE 30, 2012, THE FOUNDATION'S CFO, GERALD J. GANZ, JR. WAS AN EMPLOYEE OF FLORIDA STATE UNIVERSITY. HIS TOTAL COMPENSATION FOR CALENDAR YEAR 2011 WAS $168,894. DURING A PORTION OF THE FISCAL YEAR ENDED JUNE 30, 2012, THE FOUNDATION'S PRESIDENT, THOMAS W. JENNINGS, II, WAS AN EMPLOYEE OF FLORIDA STATE UNIVERSITY. HIS TOTAL COMPENSATION PAID BY FLORIDA STATE UNIVERSITY FOR CALENDAR YEAR 2011 WAS $337,155. FLORIDA STATE UNIVERSITY HAS BEEN DETERMINED TO BE AN UNRELATED ORGANIZATION FOR PURPOSES OF FORM 990 REPORTING. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT'S OPINION | MethodOfDeterminingRevenues |
Intellectual Property IntellectualProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 750000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST/SELLING PRICE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 28 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 442305 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE OF COMPARABLES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 380000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT'S OPINION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 81760 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT'S OPINION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 32000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT'S OPINION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT & SUPPLIES | 22 | 207613 | SALE OF COMPARABLES |
| X | SOFTWARE/MEDIA | 7 | 1173144 | SALE OF COMPARABLES |
| X | CATERED FOOD | 1 | 53 | COST/SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ART - WORKS OF ART | Identifier |
| Explanation | SCHEDULE M, PART I, LINE 1 THE FOUNDATION DOES NOT REPORT CONTRIBUTIONS OF ART AS REVENUE, AS PERMITTED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AS CODIFIED IN THE NON-FOR-PROFIT ENTITIES TOPIC OF THE ASC (ASC 958). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF SIGNIFICANT CHANGES TO ORGANIZING OR ENABLING DOCUMENT | Identifier |
| Return Reference | FORM 990, PART VI, QUESTION 4 | ReturnReference |
| Explanation | THE FOUNDATION'S BY-LAWS WERE REVISED AS OF MAY 18, 2012. CHANGES WERE MADE TO THE TERMS SERVED BY TRUSTEES. PREVIOUSLY A TRUSTEE WAS ELECTED TO A TWO YEAR TERM AND COULD BE RE-ELECTED TWICE AND SERVE FOR A TOTAL OF SIX YEARS. NOW A TRUSTEE IS ELECTED TO A THREE YEAR TERM AND CAN BE RE-ELECTED ONCE FOR A TOTAL OF SIX YEARS. DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOV. BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11 THE FOLLOWING IS THE REVIEW AND DISTRIBUTION PROCESS FOR THE FOUNDATION'S FORMS 990 AND 990T. THIS PROCESS TAKES PLACE EACH YEAR PRIOR TO FILING THE FORMS WITH THE IRS: 1) THE CFO REVIEWS FORM 990 AND FORM 990T WITH THE CEO AND RESOLVES ANY ISSUES OR QUESTIONS WITH THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORMS. IT IS THE CFO AND CEO'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 HAS DELEGATED TO THE AUDIT COMMITTEE THE RESPONSIBILITY FOR THE FINAL REVIEW OF THE DRAFT FORMS 990 AND 990T AND NO FURTHER REVIEW BY THE BOARD IS REQUIRED BEFORE THE FORMS ARE FILED WITH THE IRS. THE COMMITTEE'S REVIEW IS DOCUMENTED IN THE COMMITTEE MEETING MINUTES; 3) DRAFT FORMS 990 AND 990T 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. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C ANNUALLY ALL TRUSTEES ARE ASKED TO FILL 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. OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN FORM 990, PART VI, QUESTION 15A & 15B BEGINNING IN 1997, THE FOUNDATION HAS CONDUCTED AN ANNUAL SURVEY OF SALARIES AT COMPARABLE UNIVERSITY RELATED ADVANCEMENT ORGANIZATIONS. THE SURVEY IS CONDUCTED BY AN INDEPENDENT SALARY CONSULTANT WHO PROVIDES STATISTICAL ANALYSIS OF THE RESULTS. COMPARISON FOR KEY POSITIONS, WHICH INCLUDES THE PRESIDENT AND OFFICERS, ARE INCLUDED EVERY YEAR WITH OTHER POSITIONS INCLUDED ON AN AS NEEDED BASIS. THE SURVEY RESULTS ARE USED TO BUDGET SALARIES FOR THE COMING YEAR. SALARY COSTS INCLUDING BENEFITS ARE DETAILED BY POSITION IN THE BUDGET. COMPENSATION FOR THE FOUNDATION'S PRESIDENT, OFFICERS AND ALL EMPLOYEES IS APPROVED BY THE BOARD OF TRUSTEES AS PART OF THE ANNUAL BUDGET PROCESS. THIS APPROVAL IS DOCUMENTED IN THE BOARD MEETING MINUTES. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, QUESTION 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FOUNDATION'S FORM 990 AND FORM 990-T ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AND UPON REQUEST. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, RECONCILIATION OF NET ASSETS UNREALIZED GAINS - (13,248,220) FORM 990, PART XI, RECONCILIATION OF NET ASSETS UNREALIZED GAINS - (13,248,220) | Explanation |