UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC (EIN 59-6211832)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201241369349303674
- Schema version
- 2010v3.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T13:00:40-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | 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 SUITE 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 | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596211832 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4078821220 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12424 RESEARCH PARKWAY | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32826 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALBERT J FRANCIS II | Name |
| Title | CFO | Title |
| Date Signed | 2012-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048748300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT J HOLMES JR - CEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12424 RESEARCH PARKWAYSTE 140 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32826 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 65703216 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.UCFFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE UCF FOUNDATION, INC. IS A NOT FOR PROFIT ORGANIZATION THAT ENHANCES THE MISSION AND VISION OF THE UNIVERSITY OF CENTRAL FLORIDA THROUGH ITS MANY FUNDRAISING ACTIVITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 39 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 600 | TotalNbrVolunteers |
| Total Gross UBI | 165722 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -25294 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9517815 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18829145 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 520121 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2030644 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7451040 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4845537 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4078232 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2973082 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21567208 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28678408 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13446659 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11808071 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8371551 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9691460 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 6500 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 106230 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3725591 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4812364 | OtherExpensePriorYear |
| Other Expenses Current Year | 5227007 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26637074 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26832768 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5069866 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1845640 | RevenuesLessExpensesCY |
| Total Assets BOY | 225958256 | TotalAssetsBOY |
| Total Assets EOY | 245947887 | TotalAssetsEOY |
| Total Liabilities BOY | 41755174 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 39944268 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 184203082 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 206003619 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UCF FOUNDATION, INC. IS A 501(C)(3) CHARITABLE NON-PROFIT ORGANIZATION AND A DIRECT SUPPORT ORGANIZATION TO THE UNIVERSITY OF CENTRAL FLORIDA. THE FOUNDATION ENHANCES RELATIONSHIPS WITH ALUMNI, FRIENDS, FACULTY, STAFF, AND COMMUNITY PARTNERS. THE FOUNDATION SECURES AND MANAGES CHARITABLE RESOURCES FOR THE UNIVERSITY AND ALWAYS ACTS WITH INTEGRITY AND HONESTY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5529937 | Expense |
| Grants | 5485632 | Grants |
| Revenue | 1831093 | Revenue |
| Description | ATHLETIC EXPENSES PAID IN SUPPORT OF THE UNIVERSITY OF CENTRAL FLORIDA ATHLETICS PROGRAM ENHANCE THE OVERALL ACADEMIC AND ATHLETIC EXPERIENCE FOR STUDENTS AND HELP PROVIDE FUNDS NECESSARY FOR UCF ATHLETICS TO CONTINUE DEVELOPING A NATIONALLY COMPETITIVE ATHLETICS PROGRAM. FUNDS HELP ASSIST UCF ATHLETICS IN PROVIDING THE RESOURCES NECESSARY FOR UCF STUDENT ATHLETES TO SUCCEED IN THE CLASSROOM AND IN COMPETITION. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4123202 | Expense |
| Grants | 4050298 | Grants |
| Revenue | 2142 | Revenue |
| Description | STUDENT AID - THE UCF FOUNDATION IS DEDICATED TO ENRICHING THE LIVES OF UCF STUDENTS; THEREFORE, THE FOUNDATION SOLICITS DONATIONS TO SUPPORT SCHOLARSHIPS TO BENEFIT UCF STUDENTS. SCHOLARSHIPS ARE DESIGNED TO REWARD, ENCOURAGE AND ASSIST STUDENTS IN PURSUING ACADEMIC EXCELLENCE. SCHOLARSHIPS HELP ATTRACT A DIVERSE STUDENT BODY THAT CONTINUES TO BRING VARIOUS TALENTS AND AMBITIOUS GOALS TO ALL FACETS OF THE UNIVERSITY. SCHOLARSHIP FUNDS ARE TRANSFERRED TO THE UNIVERSITY FOR ADMINISTRATION AND PROCESSING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3759045 | Expense |
| Grants | 1828094 | Grants |
| Revenue | 9297 | Revenue |
| Description | ACADEMIC EXPENSES PAID IN SUPPORT OF THE UNIVERSITY OF CENTRAL FLORIDA PROGRAMS INCLUDE FUNDING FOR PROGRAM EXPENSES, CAPITAL FUNDING, AND SALARIES FOR UNIVERSITY EMPLOYEES. ACADEMIC SUPPORT HELPS THE UNIVERSITY'S OUTSTANDING FACULTY INSPIRE STUDENTS, FOSTERS AND ENHANCES STRONG ACADEMIC PROGRAMS, AND SERVES AS A KEY ELEMENT TO INSTITUTIONAL GREATNESS. ENDOWED CHAIRS AND DISTINGUISHED PROFESSORS ARE PRESTIGIOUS ACADEMIC POSITIONS HELD BY THE UNIVERSITY'S MOST ACCOMPLISHED FACULTY. SPENDING TO SUPPORT THESE POSITIONS MEANS THAT ACADEMIC EXCELLENCE WILL BE MAINTAINED. IN ADDITION, SUPPORT FOR RESEARCH PROJECTS AND INNOVATIVE PROGRAMS ARE AT THE HEART OF THE UCF LEARNING EXPERIENCE. CURRICULUM DEVELOPMENT, INTERNSHIPS, INTERDISCIPLINARY WORK, EXPERIENTIAL LEARNING, AND ACADEMIC ENRICHMENT ALL REQUIRE PRIVATE SUPPORT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 4654640 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 444047 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 503912 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 18066824 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | true | 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 | false | 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 | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | 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 |
| Number Forms Transmitted With1096 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| 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 | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 39 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | 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 | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| 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 | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ALBERT J FRANCIS II | NamePerson |
| Telephone Number | 4078821220 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12424 RESEARCH PARKWAY SUITE 140 | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32826 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (51 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| ANTHONY CONNELLY | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JAMES A JAHNA SR | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| NELSON J MARCHIOLI | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| MARGERY L PABST | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN R SPROULS | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| MARK CALABRESE | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| MARCOS MARCHENA | |||||||||
| DIRECTOR/VICE CHAIR | 1.0 | X | 0 | 0 | 0 | X | |||
| LARRY TOBIN | |||||||||
| DIRECTOR/SECRETARY | 1.0 | X | 0 | 0 | 0 | X | |||
| RITA ADLER | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| MELANIE FERNANDEZ | |||||||||
| DIRECTOR/TREASURER | 1.0 | X | 0 | 0 | 0 | X | |||
| JAMES FERRELL | |||||||||
| DIRECTOR/CO VICE CHAIR | 1.0 | X | 0 | 0 | 0 | X | |||
| GEORGE GLANCE | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| SURESH GUPTA | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| ANTHONY NICHOLSON | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| HAROLD MILLS | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| MANHAR R RAMA | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| KEVIN BARKMAN | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| BEAT KAHLI | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JIM ATCHISON | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| LARRY CHASTANG | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| CAROL CRAIG | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| GERALD RUTBERG | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| KENNETH BRADLEY | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JOANNE PUGLISI | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| MICHAEL MANGLARDI | |||||||||
| DIRECTOR/CHAIR | 1.0 | X | 0 | 0 | 0 | X | |||
| MICHAEL J GRINDSTAFF | |||||||||
| DIRECTOR/IMMEDIATE PAST CHAIR | 1.0 | X | 0 | 0 | 0 | X | |||
| JEANETTE GOULD | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| RITA LOWNDES | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| JORGE LOPEZ | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| SCOTT BUESCHER | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| NAN MCCORMICK | |||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| RICHARD WALSH | |||||||||
| EX-OFFICIO DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| DR JOHN C HITT | |||||||||
| EX-OFFICIO DRCTR/PRES OF UCF | 1.0 | X | 0 | 0 | 0 | ||||
| BLAINE SWEATT | |||||||||
| DIRECTOR (7/1/10 - 4/25/11) | 1.0 | X | 0 | 0 | 0 | ||||
| CARI COATS | |||||||||
| DIRECTOR (7/1/10 - 6/30/11) | 1.0 | X | 0 | 0 | 0 | ||||
| DALE BENNETT | |||||||||
| DIRECTOR (7/1/10 - 6/30/11) | 1.0 | X | 0 | 0 | 0 | ||||
| JANET PINO | |||||||||
| DIRECTOR (7/1/10 - 6/30/11) | 1.0 | X | 0 | 0 | 0 | ||||
| TIM SENEFF | |||||||||
| DIRECTOR (7/1/10 - 5/23/11) | 1.0 | X | 0 | 0 | 0 | ||||
| JACOB V STUART | |||||||||
| DIRECTOR (7/1/10 - 12/12/10) | 1.0 | X | 0 | 0 | 0 | ||||
| BUDDY DYER | |||||||||
| EX-OFFICIO DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| RANDY E BERRIDGE | |||||||||
| EX-OFFICIO DIRECTOR | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT J HOLMES JR | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.0 | 265977 | 0 | 37942 | X | ||||
| GEORGE A YEARWOOD | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 136863 | 0 | 35784 | X | ||||
| BEN MCMAHAN | |||||||||
| COO | 40.0 | 82027 | 0 | 17435 | X | ||||
| JOYCE HENCKLER | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.0 | 155311 | 0 | 27288 | X | ||||
| THOMAS MESSINA | |||||||||
| ASSOCIATE VP ALUMNI RELATIONS | 40.0 | 142838 | 0 | 26282 | X | ||||
| MARGARET JARRELL-COLE | |||||||||
| ASSOCIATE VP AND LEGAL COUNSEL | 40.0 | 132017 | 0 | 15754 | X | ||||
| JAMES STEWART | |||||||||
| ASSISTANT VP CHIEF INFO OFFCR | 40.0 | 131481 | 0 | 25981 | X | ||||
| NANCY KEON | |||||||||
| SENIOR DIRECTOR OF DEVELOPMENT | 40.0 | 120045 | 0 | 18845 | X | ||||
| JEANNINE STARR | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.0 | 111916 | 0 | 23480 | X | ||||
| KIM MINANA | |||||||||
| FORMER ASSOCIATE VP DVLPMNT | 0.0 | 135468 | 0 | 26831 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1413943 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 255622 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CUSHMAN WAKEFIELD | |||||
| 12424 RESEARCH PARKWAY | ORLANDO | FL | 32826 | MANAGEMENT SERVICES | 569298 |
| D A BUILDING SERVICES | |||||
| 321 GEORGIA AVENUE | LONGWOOD | FL | 32750 | MAINTENANCE | 419498 |
| MACDADE CONSTRUCTION | |||||
| 1111 ABADY COURT | DELTONA | FL | 32725 | CONSTRUCTION | 370532 |
| KNIGHTS IMAGES | |||||
| 130 SOUTH ORANGE AVENUE | ORLANDO | FL | 32801 | PRINTING & PRDCTN | 344729 |
| BAKER COMMERICAL LANDSCAPING | |||||
| 2699 FORSYTH ROAD SUITE 111 | ORLANDO | FL | 32807 | LANDSCAPING | 176708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 17 | NumberOfContractorsGT100K |
| Membership Dues | 3638325 | MembershipDues |
| Fundraising Events | 377395 | FundraisingEvents |
| Government Grants | 4119304 | GovernmentGrants |
| All Other Contributions | 10694121 | AllOtherContributions |
| Noncash Contributions | 99079 | NoncashContributions |
| Total Contributions | 18829145 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM REVENUE | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 2030644 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2024892 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5752 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2030644 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2695543 | TotalRevenueColumn |
| Exclusion | $2,695,543 | 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 | 237563 | TotalRevenueColumn |
| Unrelated Business Revenue | 46462 | UnrelatedBusinessRevenue |
| Exclusion | $191,101 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9799387 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7178709 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2620678 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2620678 | TotalRevenueColumn |
| Unrelated Business Revenue | 37740 | UnrelatedBusinessRevenue |
| Exclusion | $2,582,938 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31871270 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 29721276 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2149994 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2149994 | TotalRevenueColumn |
| Exclusion | $2,149,994 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 161427 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 377395 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 124823 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36604 | TotalRevenueColumn |
| Exclusion | $36,604 | 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 (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| Advertising Revenue | 541800 | 75760 | 75760 | |
| Miscellaneous Revenue | 900099 | 2477 | 8 | 2469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 78237 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28678408 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2027361 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 165722 | UnrelatedBusinessRevenue |
| Exclusion | $7,656,180 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11690878 | Total |
| Program Services | 11690878 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117193 | Total |
| Program Services | 117193 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 1370804 | Total |
| Program Services | 443569 | ProgramServices |
| Management And General | 442377 | ManagementAndGeneral |
| Fundraising | 484858 | 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 | 6624309 | Total |
| Program Services | 2164206 | ProgramServices |
| Management And General | 2549551 | ManagementAndGeneral |
| Fundraising | 1910552 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547468 | Total |
| Program Services | 109568 | ProgramServices |
| Management And General | 271554 | ManagementAndGeneral |
| Fundraising | 166346 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 743976 | Total |
| Program Services | 132333 | ProgramServices |
| Management And General | 391771 | ManagementAndGeneral |
| Fundraising | 219872 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 404903 | Total |
| Program Services | 82624 | ProgramServices |
| Management And General | 200324 | ManagementAndGeneral |
| Fundraising | 121955 | 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 | 40083 | Total |
| Program Services | 1216 | ProgramServices |
| Management And General | 38867 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116000 | Total |
| Management And General | 116000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157772 | Total |
| Program Services | 157772 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106230 | Total |
| Fundraising | 106230 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193604 | Total |
| Program Services | 162959 | ProgramServices |
| Management And General | 30645 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 663851 | Total |
| Program Services | 530179 | ProgramServices |
| Management And General | 123128 | ManagementAndGeneral |
| Fundraising | 10544 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220745 | Total |
| Program Services | 121220 | ProgramServices |
| Management And General | 13167 | ManagementAndGeneral |
| Fundraising | 86358 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524046 | Total |
| Program Services | 295867 | ProgramServices |
| Management And General | 108618 | ManagementAndGeneral |
| Fundraising | 119561 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 399725 | Total |
| Program Services | 56048 | ProgramServices |
| Management And General | 332079 | ManagementAndGeneral |
| Fundraising | 11598 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 362727 | Total |
| Program Services | 267064 | ProgramServices |
| Management And General | 15701 | ManagementAndGeneral |
| Fundraising | 79962 | 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 | 505871 | Total |
| Program Services | 395292 | ProgramServices |
| Management And General | 31798 | ManagementAndGeneral |
| Fundraising | 78781 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181491 | Total |
| Program Services | 181491 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196325 | Total |
| Program Services | 6667 | ProgramServices |
| Management And General | 178099 | ManagementAndGeneral |
| Fundraising | 11559 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136101 | Total |
| Program Services | 51112 | ProgramServices |
| Management And General | 82932 | ManagementAndGeneral |
| Fundraising | 2057 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Banquests & Receptions | 412532 | 293497 | 2567 | 116468 |
| PRINTING & REPRODUCTIONS | 199841 | 121630 | 9886 | 68325 |
| RENTAL - OTHER | 165933 | 90369 | 48781 | 26783 |
| DUE, MMBRSHPS, AND SBSCRPTNS | 156699 | 84497 | 36364 | 35838 |
| EXTERNAL EVENT SPONSORSHIPS | 148734 | 110941 | 37793 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 444927 | Total |
| Program Services | 398632 | ProgramServices |
| Management And General | 16144 | ManagementAndGeneral |
| Fundraising | 30151 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26832768 | Total |
| Program Services | 18066824 | ProgramServices |
| Management And General | 5040353 | ManagementAndGeneral |
| Fundraising | 3725591 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102100 | BOY |
| EOY | 102100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22633887 | BOY |
| EOY | 16418068 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6647016 | BOY |
| EOY | 4800688 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256336 | BOY |
| EOY | 251205 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1102629 | BOY |
| EOY | 1325347 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 89234476 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14655467 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75372687 | BOY |
| EOY | 74579009 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115207895 | BOY |
| EOY | 141265340 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4476734 | BOY |
| EOY | 7026061 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158972 | BOY |
| EOY | 180069 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225958256 | BOY |
| EOY | 245947887 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3072502 | BOY |
| EOY | 2106651 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215349 | BOY |
| EOY | 112459 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2604662 | BOY |
| EOY | 2564969 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25218089 | BOY |
| EOY | 24906479 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9741137 | BOY |
| EOY | 9249612 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 903435 | BOY |
| EOY | 1004098 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41755174 | BOY |
| EOY | 39944268 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32209602 | BOY |
| EOY | 50116252 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43358129 | BOY |
| EOY | 43204001 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108635351 | BOY |
| EOY | 112683366 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184203082 | BOY |
| EOY | 206003619 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225958256 | BOY |
| EOY | 245947887 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1845640 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 19954897 | 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 | 66756629 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30259329 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14964623 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9517815 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18829145 | CurrentTaxYear |
| Total | 140327541 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 66756629 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30259329 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14964623 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9517815 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18829145 | CurrentTaxYear |
| Total | 140327541 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 29337910 | AmountsSubstContributorsTotal |
| Public Support Total170 | 110989631 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9406760 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9979551 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8430141 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6511937 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5469582 | CurrentTaxYear |
| Total | 39797971 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 51170 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 211458 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1013399 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 210210 | CurrentTaxYearMinus1Year |
| Current Tax Year | 165722 | CurrentTaxYear |
| Total | 1651959 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 327608 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 478611 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 132621 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3757 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2469 | CurrentTaxYear |
| Total | 945066 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 182722537 | TotalSupport |
| Gross Receipts From Admissions Etc | 3532081 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.60742 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65228 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $157,772 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 157772 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GENERAL LOBBYING NARRATIVE | Identifier |
| Return Reference | SCHEDULE C, PART II-B, LINE 1-I | ReturnReference |
| Explanation | THE FOUNDATION PROVIDES FUNDING FOR GOVERNMENTAL RELATIONS AND LOBBYING EFFORTS ON BEHALF OF THE UNIVERSITY. THE GOVERNMENT RELATIONS INCLUDE CULTIVATING, MAINTAINING, AND ENHANCING THE LINK BETWEEN UCF AND THE VARIOUS PUBLICS IT SERVES AND TO CREATE AND IMPLEMENT COMMUNITY-BASED PROGRAMS. THIS IS TO INCREASE KNOWLEDGE AND UNDERSTANDING OF THE UNIVERSITY WITHIN KEY EXTERNAL COMMUNITIES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 0.25 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 1.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 102788478 | BeginningOfYearBalance |
| Contributions | 4725682 | Contributions |
| Investment Earnings Or Losses | 23420200 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 173029 | GrantsOrScholarships |
| Other Expenditures | 967696 | OtherExpenditures |
| Administrative Expenses | 2659071 | AdministrativeExpenses |
| End Of Year Balance | 127134564 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 92261535 | BeginningOfYearBalance |
| Contributions | 2017999 | Contributions |
| Investment Earnings Or Losses | 11461317 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 72140 | GrantsOrScholarships |
| Other Expenditures | 614850 | OtherExpenditures |
| Administrative Expenses | 2265383 | AdministrativeExpenses |
| End Of Year Balance | 102788478 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115271254 | BeginningOfYearBalance |
| Contributions | 3017683 | Contributions |
| Investment Earnings Or Losses | -19660744 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 953120 | GrantsOrScholarships |
| Other Expenditures | 3410961 | OtherExpenditures |
| Administrative Expenses | 2002577 | AdministrativeExpenses |
| End Of Year Balance | 92261535 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 47640384 | OtherCostOrOtherBasis |
| Book Value | 47640384 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32590132 | OtherCostOrOtherBasis |
| Depreciation | 9655354 | Depreciation |
| Book Value | 22934778 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7245122 | OtherCostOrOtherBasis |
| Depreciation | 4020593 | Depreciation |
| Book Value | 3224529 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 634322 | OtherCostOrOtherBasis |
| Depreciation | 559410 | Depreciation |
| Book Value | 74912 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1124516 | OtherCostOrOtherBasis |
| Depreciation | 420110 | Depreciation |
| Book Value | 704406 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 74579009 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY PAYMENT LIABILITY | $560,513 |
| COMPENSATED ABSENCES | $420,220 |
| TENANT SECURITY & KEY DEPOSIT | $23,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1004098 | TotalOfAmounts |
| Total Revenue | 28678408 | TotalRevenue |
| Total Expenses | 26832768 | TotalExpenses |
| Excess Or Deficit For Year | 1845640 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 19954897 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 19954897 | TotalAdjustments |
| Excess Or Deficit Per FS | 21800537 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 55743233 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 19954897 | NetUnrealizedGainsInvestments |
| Other Revenues | 7303533 | OtherRevenues |
| Revenue Not Rptd F990 | 27258430 | RevenueNotRptdF990 |
| Revenue Subtotal | 28484803 | RevenueSubtotal |
| Other Revenues Not Included | 193605 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 193605 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28678408 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 33942696 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 7303533 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7303533 | ExpensesNotRptdF990 |
| Expenses Subtotal | 26639163 | ExpensesSubtotal |
| Other Expenses Not Included | 193605 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 193605 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 26832768 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| CONSERVATION EASEMENT | SCHEDULE D, PART II, LINE 9THE FOUNDATION HAS ONE CONSERVATION EASEMENT (50 FOOT CONSERVATIONEASEMENT FOR DRAINAGE ALONG THE EASTERLY BOUNDARY OF THE PROPERTY) WHICHWAS INCLUDED IN THE VALUE OF THE LAND ON THE FOUNDATION'S BALANCE SHEET. ENDOWMENT FUND SCHEDULE D, PART V THE FOUNDATION AUTHORIZES SPENDING FROM ITS ENDOWMENT TO SUPPORT THE UNIVERSITY'S STUDENT SCHOLARSHIPS, ACADEMIC CHAIRS, PROFESSORSHIPS AND ACADEMIC PROGRAMS. | |
| RECONCILIATION OF REVENUE | AMOUNTS INCLUDED ON LINE 1, NOT ON 990 PART VIII LINE 12 TOTAL REVENUE. THE FOUNDATION HAS $7,178,709 IN RENT EXPENSES WHICH ARE NETTED AGAINST RENT REVENUE ON THE 990 BUT ARE INCLUDED IN EXPENSES IN THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS. IN ADDITION, THE FOUNDATION HAS $124,824 IN FUNDRAISING EVENT EXPENSES NETTED AGAINST FUNDRAISING EVENT REVENUE. | SCHEDULE D, PART XII, LINE 2D |
| RECONCILIATION OF REVENUE | AMOUNTS ON 990, PART VII LINE 12 TOTAL REVENUE NOT ON LINE 1 OF PART XII. THE FOUNDATION HAS $193,605 IN INVESTMENT FEES. HOWEVER, THESE INVESTMENT FEES ARE NETTED AGAINST INVESTMENT REVENUE ON THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS. | SCHEDULE D, PART XII, LINE 4B |
| RECONCILIATION OF EXPENSE | AMOUNTS INCLUDED ON LINE 1, NOT ON 990 PART VIII LINE 12 TOTAL REVENUE. THE FOUNDATION HAS $7,178,709 IN RENT EXPENSES WHICH ARE NETTED AGAINST RENT REVENUE ON THE 990 BUT ARE INCLUDED IN EXPENSES IN THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS. IN ADDITION THE FOUNDATION HAS $124,824 IN FUNDRAISING EVENT EXPENSES NETTED AGAINST FUNDRAISING EVENT REVENUE. | SCHEDULE D, PART XIII, LINE 2D |
| RECONCILIATION OF EXPENSE | AMOUNTS ON 990, PART VII LINE 12 TOTAL REVENUE NOT ON LINE 1 OF PART XII. THE FOUNDATION HAS $193,605 IN INVESTMENT FEES. HOWEVER, THESE INVESTMENT FEES ARE NETTED AGAINST INVESTMENT REVENUE ON THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS. | SCHEDULE D, PART XIII, LINE 4B |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | UCF PROGRAM SERVICE | SpecificServicesProvided |
| Total Expenditures | 21500 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 21500 | SubtotalAmountSpent |
| Total Amount Spent | 21500 | TotalAmountSpent |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| DIRECTLINES TECHNOLOGIES | PHONE SOLICITATN | false | 0 | 20000 | 0 |
| BENTZ WHALEY FLESSNER ASSOCIATES | CONSULTANTS | false | 0 | 86230 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 106230 | TotalRetainedByContractors |
| Total Net To Organization | 0 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | 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 | VA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 100130 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 37005 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 63125 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 33100 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1491 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FNDRSING EVT | NameOfEvent2 |
| Gross Receipts Event2 | 334372 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 294681 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 39691 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 1343 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 25918 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 17 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 104320 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 45709 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 58611 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 3618 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 7756 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 21452 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 500 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 29645 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 538822 | GrossReceiptsTotal |
| Charitable Contributions Total | 377395 | CharitableContributionsTotal |
| Gross Revenue Total Events | 161427 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 3618 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 40856 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 22795 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 57054 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 124823 | DirectExpenseSummaryEvents |
| Net Income Summary | 36604 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE G, PART I, LINE 2B - GROSS RECEIPTS REPORTING | Identifier |
| Explanation | THE FOUNDATION USED THE FOLLOWNG FUNDRAISERS FOR THE CURRENT TAX YEAR: DIRECTLINES TECHNOLOGIES AND BENZ WHALEY. DIRECTLINES GROSS RECEIPTS GENERATED WILL BE ESTIMATED AT 40K FOR 2011-2012. FOR BENZ WHALEY THERE WILL BE NO GROSS RECEIPTS GENERATED FROM THIS VENDOR SINCE THE VENDOR IS PROVIDING RESEARCH SUPPORT AND CONSULTING SERVICES TO THE FOUNDATION'S DEVELOPMENT OFFICE REGARDING SOLICITATION STRATEGIES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | 592924021 | 501(C)(3) | 5214365 | FUNDING FOR PROGRAMS AND SCHOLARSHIPS |
| UCF GOLDEN KNIGHTS CORPORATION INC | |||||||
| PO BOX 163555 | ORLANDO | FL | 32826 | 592334448 | 501(C)(3) | 2164348 | ATHLETIC STADIUM SUPPORT |
| UCF CONVOCATION CORPORATION INC | |||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | 161733312 | 501(C)(3) | 479939 | CONVOCATION CENTER SUPPORT |
| UCF ATHLETIC ASSOCIATION INC | |||||||
| PO BOX 163555 | ORLANDO | FL | 32826 | 592334448 | 501(C)(3) | 2085396 | ATHLETIC SCHOLARSHIP & PROGRAM SUPPORT |
| UNIVERSITY CENTRAL FLORIDA RESEARCH FNDTN | |||||||
| 12201 RESEARCH PARKWAY | ORLANDO | FL | 32826 | 593086453 | 501(C)(3) | 134311 | RESEARCH ACTIVITY SUPPORT |
| FLORIDA HOSPITAL | |||||||
| 601 EAST ROLLINS STREET | ORLANDO | FL | 32803 | 590724459 | 501(C)(3) | 28341 | MEDICAL RESEARCH SUPPORT |
| UCF FINANCE CORPORATION | |||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | 208919971 | 501(C)(3) | 1584078 | CONSTRUCTION SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| BOOKS FOR STUDENTS | 1181 | 9158 | PURCHS PRICE | BOOKS FOR STUDENTS |
| EDUCATIONAL EQUIPMENT AND SUPPLIES FOR STUDENTS | 629 | 59207 | PURCHS PRICE | EDC/EQUIP SUPPLIES |
| TRAVEL & REGISTRATION PAYMENTS FOR VARIOUS STDNTS | 121 | 40934 | PURCHS PRICE | TRAVEL/REGISTRATION |
| TICKETS, CLOTHES, MEALS AND MISC FOR STUDENTS | 397 | 7894 | PURCHS PRICE | TICKETS/CLOTHES/MEAL |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | FORM 990, SCHEDULE I | ReturnReference |
| Explanation | THE FOUNDATION MAINTAINS THE APPROVED EXPENDITURE REQUEST WHICH SUBSTANTIATE THE GRANT AMOUNTS PROVIDED TO THE RECIPIENTS. THE FOUNDATION MAINTAINS DONOR INFORMATION, RELATED CONTRIBUTION DOCUMENTATION, AND ANY DONOR RESTRICTIONS OUTLINED BY THE DONOR INCLUDING SCHOLARSHIP CRITERIA. THE GRANTS ARE MADE TO THE UNIVERSITY OR UNIVERSITY AFFILIATED ENTITIES AND THE FOUNDATION RELIES ON THE POLICIES, PROCEDURES, AND CONTROLS ESTABLISHED BY THESE ENTITIES FOR EXPENDITURE TRACKING AND PROPER ADMINISTRATION OF THE GRANTS FOR SCHOLARSHIP AWARDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| 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 | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT J HOLMES JR | |||||||||||||
| 222009 | 0 | 29840 | 0 | 14128 | 0 | 23604 | 0 | 14338 | 0 | 303919 | 0 | 0 | 0 |
| GEORGE A YEARWOOD | |||||||||||||
| 133651 | 0 | 1500 | 0 | 1712 | 0 | 18948 | 0 | 16836 | 0 | 172647 | 0 | 0 | 0 |
| JOYCE HENCKLER | |||||||||||||
| 142330 | 0 | 1500 | 0 | 11481 | 0 | 15114 | 0 | 12174 | 0 | 182599 | 0 | 0 | 0 |
| THOMAS MESSINA | |||||||||||||
| 133210 | 0 | 1500 | 0 | 8128 | 0 | 14127 | 0 | 12155 | 0 | 169120 | 0 | 0 | 0 |
| JAMES STEWART | |||||||||||||
| 127657 | 0 | 1500 | 0 | 2324 | 0 | 13831 | 0 | 12150 | 0 | 157462 | 0 | 0 | 0 |
| KIM MINANA | |||||||||||||
| 125057 | 0 | 0 | 0 | 10411 | 0 | 13451 | 0 | 13380 | 0 | 162299 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION AND UNIVERSITY RELATED PAYROLL INFORMATION | SCHEDULE J, PART I | 1) SUPPLEMENTAL COMPENSATION INFORMATION - FIRST CLASS TRAVEL PROVIDED TO THE PRESIDENT OF THE UNIVERSITY FOR HEALTH REASONS AND TO ACCOMMODATE PREPARATION FOR MEETINGS. CHARTER FLIGHTS ARE PROVIDED FOR THE PRESIDENT AND OTHER EXECUTIVE LEADERSHIP TO TRAVEL TOGETHER AND SUFFICIENTLY PREPARE EN ROUTE TO MEETINGS. 2) FOR VARIOUS UNIVERSITY EMPLOYEES, THE FOUNDATION MADE SUPPLEMENT PAYMENTS TO WHICH INCLUDED GROSSED-UP AMOUNTS FOR TAX PURPOSES. THE TOTAL GROSSED-UP AMOUNTS WERE INCLUDED IN THE EMPLOYEES' REPORTABLE TAXABLE COMPENSATION. 3) FOR SOCIAL CLUB DUES OR INITIATION FEES: THE FOUNDATION PROVIDES CERTAIN SOCIAL CLUB MEMBERSHIPS FOR FUNDRAISING, DONOR CULTIVATION, OR OTHER BUSINESS PURPOSES. THE PERSONAL PORTION OF THE MEMBERSHIPS IS INCLUDED IN THE INDIVIDUALS' TAXABLE COMPENSATION. 4) ALL THE EMPLOYEES LISTED IN SCHEDULE J ARE EMPLOYEES OF THE UNIVERSITY OF CENTRAL FLORIDA WHICH HAS BEEN DETERMINED TO BE AN UNRELATED ORGANIZATION. 5) DURING THE FISCAL YEAR, THE FOUNDATION PAID $414,923 TO THE UNIVERSITY RELATED TO COMPENSATION FOR DR. JOHN HITT, UCF PRESIDENT. IN ADDITION, THE FOUNDATION PAID FOR OTHER BENEFITS SUCH AS MEMBERSHIPS AND AN AUTOMOBILE LEASE WHICH WERE REPORTED TO UCF PAYROLL. SCHEDULE J, PART I, LINE 7 THE FOUNDATION PAYS CERTAIN EXECUTIVES BONUSES DETERMINED BASED ON PERFORMANCE GOALS RELATED TO QUALITY OF EDUCATION, INSTITUTIONAL GROWTH, AND FUNDRAISING. |
| PAYMENTS FROM UNRELATED ORGANIZATION | SCHEDULE J, PART II | ALL THE EMPLOYEES LISTED IN SCHEDULE J ARE EMPLOYEES OF THE UNIVERSITY OF CENTRAL FLORIDA WHICH HAS BEEN DETERMINED TO BE AN UNRELATED ORGANIZATION FOR PURPOSES OF 990 REPORTING. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| University of Central Florida Foundation Inc | ||||||
| 596211832 | 2008-12-30 | 10400000 | 2008 REFN 2004 MORTGAGE NOTE | false | false | false |
| University of Central Florida Foundation Inc | ||||||
| 596211832 | 2009-12-17 | 12540000 | 2009 REFN ORANGE CTY IND DVPMT ATH | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 605000 | 0 | 10400000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2008 | true | false | true | true |
| 200000 | 0 | 12540000 | 0 | 0 | 0 | 106326 | 0 | 0 | 0 | 0 | 0 | 2009 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | true | false | true | true | 0.00000 | 0.02600 | 0.02600 | true |
| false | true | false | true | true | 0.00000 | 0.04960 | 0.04960 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| false | false | false | false | false | false | false | false |
| false | false | false | false | false | false | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Tax Exempt Issue 10,400,000 | Schedule K, Part I, Column F | Refund of prior issue. 2004A and 20004B Series Notes. Issue price was $10,400,000.00 for the University Tower and The Bio-Molecular Research Annex Building. The two office buildings were acquired for use by the University of Central Florida. |
| Tax Exempt Issue 12,540,000 | Schedule K, Part I, Column F | Refund of prior issue. The Foundation had bonds for the following buildings: 1996 A Research Pavilion, partial bond funding on 2000 A Orlando Tech Center. The buildings were purchased for use by the University of Central Florida. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| DR JOHN HITT | |||
| EX-OFFICIO DIR OF UCFF | 435051 | SNTRST ORLANDO SEE SCH L, PT V | false |
| LARRY TOBIN | |||
| DIRECTOR OF UCFF | 202707 | LOAN PAYMENT SEE SCH L, PT V | false |
Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| TRANSACTIONS WITH INTERESTED PERSON - DR JOHN HITT - SCHEDULE L, PART IV | Dr. Hitt is a Director of SunTrust, Central Florida. The UCF Foundation previously obtained several real estate loans from SunTrust Banks and made principal and interest payments during the current year to SunTrust Banks for these loans. In addition, the UCF Foundation has made payments to Suntrust Banks for custodial services related to the Foundation's investments. |
| TRANSACTIONS WITH INTERESTED PERSON - LARRY TOBIN - SCHEDULE L, PART IV | Mr. Tobin is President and CEO of Fairwinds Credit Union. The Foundation obtained a line of credit from Fairwinds Credit Union in 2004. A competitive request for proposals was issued to bank and credit institutions for the construction of the Alumni Center, with Fairwinds providing the most favorable terms. Subsequent to this transaction, during 2009, Mr. Tobin became a member of the Foundation's Board of Directors. The transaction amount relates to payments of principal and interest related to the bank loan originally obtained for the construction. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| 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 | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 99079 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST / SELLING PRICE | 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 | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts |
Scientific Specimens ScientificSpecimens
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 32 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EQUIPMENT | 15 | 0 | 0 |
| X | SUPPLIES | 24 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| IN-KIND CONTRIBUTION REPORTINGS | SCHEDULE M, PART I, LINES 1, 23, 25 & 26 | THE FOUNDATION RECEIVED SEVERAL DONOR GIFT IN KIND CONTRIBUTIONS DURING THE YEAR INCLUDING SEVERAL PIECES OF SCULPTURE AND ART WORK. THESE GIFTS IN KIND PASSED THROUGH THE FOUNDATION TO THE UNIVERSITY AND ARE NOT INCLUDED IN THE FOUNDATION'S REVENUE BECAUSE THE FOUNDATION SERVES ONLY AS AN AGENT FOR THE UNIVERSITY. |
| USE OF THIRD PARTY TO SELL NONCASH CONTRIBUTIONS | SCHEDULE M, PART I, LINE 32 | THE FOUNDATION INSTRUCTS SUNTRUST, AS CUSTODIAN OF ITS INVESTMENTS, TO SELL ANY STOCK GIFTS RECEIVED BY THE FOUNDATION. STOCKS ARE VALUED WHEN RECEIVED FROM THE DONOR AS THE AVERAGE OF THE HIGH AND LOW MARKET PRICE ON THE DAY OF RECEIPT. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF OTHER PROGRAM SERVICES | FORM 990, PART III, LINE 4d | OTHER PROGRAM SUPPORT FOR THE UNIVERSITY INCLUDE: THE ALUMNI PROGRAM ENHANCES THE LIVES OF UCF ALUMNI, PARENTS, STUDENTS AND FRIENDS AND CONNECTS THEM BY FOSTERING MUTUALLY BENEFICIAL RELATIONSHIPS. THE ALUMNI PROGRAM PROVIDES MEANINGFUL SERVICES AND ENGAGING PROGRAMS THAT INFORM, EDUCATE AND INSPIRE. GENERAL UNIVERSITY SUPPORT PROVIDES SUPPORT OF THE UNIVERSITY OF CENTRAL FLORIDA DEPARTMENTS AND AREAS. RESEARCH EXPENSES PROVIDE SUPPORT OF THE UNIVERSITY OF CENTRAL FLORIDA RESEARCH PROGRAMS. RESEARCH IS CONDUCTED ON AN INDIVIDUAL COLLABORATIVE BASIS BY FACULTY WHOSE FOCUS IS ON THEIR PARTICULAR AREAS OF ACADEMIC DISCIPLINE. UCF HAS NUMEROUS NATIONALLY AND INTERNATIONALLY RECOGNIZED RESEARCH INSTITUTES DEVOTED TO INNOVATIVE RESEARCH AND DEVELOPMENT. |
| DESCRIPTION OF RELATIONSHIPS | FORM 990, PART VI, LINE 2 | THE FOLLOWING BOARD OF DIRECTORS HAVE BUSINESS RELATIONSHIPS: RANDY BERRIDGE HAS A BUSINESS RELATIONSHIP WITH DR. JOHN HITT. |
| DESCRIPTION OF SIGNIFICANT CHANGES TO ORGANIZING OR ENABLING DOCUMENT | FORM 990, PART VI, LINE 4 | THE FOUNDATION UPDATED ITS BYLAWS DURING THE FISCAL YEAR WHICH WERE APPROVED BY THE BOARD OF DIRECTORS ON MARCH 2, 2011. MAJOR MODIFICATIONS WERE MADE AS FOLLOWS: 1. CHAIR OF THE UCF BOARD OF TRUSTEES IS A VOTING MEMBER. 2. THE PRESIDENT OF THE UNIVERSITY IS A VOTING MEMBER. 3. ONE HALF OF ALL ELECTED DIRECTORS MUST BE IN ATTENDANCE AT ANY MEETING TO CONSTITUTE A QUORUM; AND ONCE A QUORUM HAS BEEN ESTABLISHED, THE ACT OF A MAJORITY OF THE ELECTED DIRECTORS AND VOTING EX-OFFICIO DIRECTORS PRESENT AT A MEETING AT WHICH A QUORUM IS PRESENT WILL BE THE ACT OF THE BOARD. 4. THE CHIEF OPERATING OFFICER (COO) OF THE FOUNDATION, AN EX-OFFICIO OFFICER, WILL BE THE ASSOCIATE PRESIDENT ADVANCEMENT/ALUMNI AFFAIRS. |
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11B | THE FOLLOWING IS THE REVIEW AND DISTRIBUTION PROCESS FOR THE FOUNDATION'S ANNUAL FORM 990. THIS PROCESS SHALL BE FOLLOWED EACH YEAR PRIOR TO FILING THESE DOCUMENTS WITH THE IRS: 1. THE CFO AND CEO SHALL REVIEW BOTH THE FORM 990 AND THE FORM 990-T AND RESOLVE ANY OUTSTANDING ISSUES OR QUESTIONS WITH THE INDEPENDENT ACCOUNTING FIRM REVIEWING OR PREPARING THE FORMS BEFORE DISTRIBUTION TO THE AUDIT COMMITTEE OR THE BOARD. IT IS THE CFO'S AND CEO'S RESPONSIBILITY TO CONFIRM THAT THESE FORMS DO NOT CONTAIN ANY UNTRUE STATEMENTS OR OMIT ANY MATERIAL FACTS AS WELL AS ENSURE THE FINANCIAL INFORMATION FAIRLY REPRESENTS THE FOUNDATION'S FINANCIAL CONDITION FOR THE PERIOD BEING REPORTED. 2. THE AUDIT COMMITTEE SHALL REVIEW THE DRAFT FORM 990 PRIOR TO FILING WITH THE IRS AND SHALL DOCUMENT THEIR DISCUSSION AND REVIEW OF THE DOCUMENTS IN THE COMMITTEE MEETING MINUTES. FINAL REVIEW OF THE FORM 990 IS SPECIFICALLY DELEGATED TO THE AUDIT COMMITTEE AND NO FURTHER REVIEW SHALL BE REQUIRED BEFORE SUCH FORMS ARE FILED WITH THE IRS. 3. THE DRAFT FORM 990 SHALL BE PROVIDED TO EACH VOTING BOARD MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. DISTRIBUTION MAY BE IN THE FORM OF ELECTRONIC MAIL, NOTIFICATION LINK TO AN ELECTRONIC WEBSITE, OR ACTUAL MAILING OF THE DOCUMENT. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12c | ALL DIRECTORS, OFFICERS, COMMITTEE MEMBERS AND KEY EMPLOYEES SHALL BE REQUESTED TO COMPLETE AN ANNUAL DISCLOSURE FORM. THIS ANNUAL DISCLOSURE FORM WILL REQUEST SPECIFIC INFORMATION REGARDING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE FOUNDATION AND WHETHER PROCESS FOR APPROVAL SET FORTH IN THIS POLICY WAS USED. AN INTERESTED PERSON WHO HAS OR LEARNS ABOUT A POTENTIAL CONFLICT SHOULD DISCLOSE PROMPTLY TO THE CHAIR OF THE BOARD DUE DILIGENCE COMMITTEE AND THE FOUNDATION'S CFO THE MATERIAL FACTS SURROUNDING ANY POTENTIAL CONFLICT OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH THE FOUNDATION. ALL EFFORTS SHOULD BE MADE TO DISCLOSE ANY SUCH CONTRACT OR TRANSACTION AND HAVE IT APPROVED BY THE COMMITTEE BEFORE THE ARRANGEMENT IS ENTERED INTO. FOLLOWING RECEIPT OF INFORMATION CONCERNING A CONTRACT OR TRANSACTION INVOLVING A POTENTIAL CONFLICT OF INTEREST, THE BOARD DUE DILIGENCE COMMITTEE SHALL CONSIDER THE MATERIAL FACTS CONCERNING THE PROPOSED CONTRACT OR TRANSACTION, INCLUDING THE PROCESS BY WHICH THE DECISION WAS MADE TO RECOMMEND ENTERING INTO THE ARRANGEMENT ON THE TERMS PROPOSED. THE COMMITTEE SHALL APPROVE ONLY THOSE CONTRACTS OR TRANSACTIONS IN WHICH THE TERMS ARE FAIR AND REASONABLE TO THE FOUNDATION AND THE ARRANGEMENT IS CONSISTENT WITH THE BEST INTEREST OF THE FOUNDATION. FAIRNESS INCLUDES, BUT IS NOT LIMITED TO, THE CONCEPTS THAT THE FOUNDATION SHOULD PAY NO MORE THAN FAIR MARKET VALUE FOR ANY GOODS OR SERVICES WHICH THE FOUNDATION RECEIVES AND THAT THE FOUNDATION SHOULD RECEIVE FAIR MARKET VALUE CONSIDERATION FOR ANY GOODS OR SERVICES THAT IT FURNISHES OTHERS. WHEN AN INTERESTED PERSON BECOMES AWARE OF A PROPOSED CONFLICT OR INTEREST TRANSACTION, HE OR SHE WILL HAVE A DUTY TO TAKE THE FOLLOWING ACTIONS: (A) IMMEDIATELY DISCLOSE THE EXISTENCE AND CIRCUMSTANCES OF SUCH CONFLICT OF INTEREST TRANSACTION TO THE CHAIR OF THE DUE DILIGENCE COMMITTEE AND TO THE FOUNDATION'S CFO; (B) REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO ENCOURAGE THE FOUNDATION TO ENTER INTO THE CONFLICT OF INTEREST TRANSACTION; (C) AND PHYSICALLY RECUSE THEMSELVES FROM PARTICIPATION IN ANY DISCUSSIONS REGARDING THE CONFLICT OF INTEREST TRANSACTION WITH OFFICIALS OF THE FOUNDATION, AT MEETINGS OF THE BOARD OF DIRECTORS, AND WITH OTHER MEMBERS OF THE FOUNDATION COMMUNITY, EXCEPT TO RESPOND TO REQUEST FOR INFORMATION ABOUT THE CONFLICT OF INTEREST TRANSACTION. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION OR ARRANGEMENT THAT RESULT IN THE CONFLICT OF INTEREST. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, LINE 15a & 15b | THE UNIVERSITY HUMAN RESOURCES DEPARTMENT REVIEWS COMPARABLE SALARY DATA. MARKET DATA FROM SALARY SURVEY SOURCES IS USED TO ASSIGN AN ACCURATE VALUE TO THE POSITION IN THE EXTERNAL LABOR MARKET. SURVEY MATCHES ARE BASED ON THE PRIMARY JOB DUTIES OF THE POSITION. THE SURVEY DATA PROVIDES SALARY AND DEMOGRAPHIC DATA FOR SELECTED POSITIONS NATION-WIDE AND IS REPORTED IN A STATISTICAL FORMAT INDICATING THE AVERAGE AND MEDIAN SALARIES AND ADDITIONAL PERCENTILES (I.E. 25TH 75TH). THE UNIVERSITY HR DEPARTMENT REVIEWS COMPARABLE SURVEY DATA WHEN AN EMPLOYEE IS HIRED OR PROMOTED. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, 990 TAX DOCUMENTS, AND FINANCIAL STATEMENTS ARE PUBLISHED ON THE FOUNDATION'S WEBSITE OR MAY BE ACCESSED THROUGH THE POLICY IQ SOFTWARE, WHICH CAN ALSO BE ACCESSED FROM THE FOUNDATION'S WEBSITE. THE ABOVE ITEMS ARE ALSO AVAILABLE UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | NET UNREALIZED GAINS ON INVESTMENTS $19,954,897 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| UNIV CENTRAL FLORIDA REAL ESTATE FND LLC | |||||||||
| 12424 RESEARCH PKWY STE 140 | ORLANDO | FL | 32826 | 596211832 | REAL ESTATE | FL | 0 | 28701403 | NA |
| KNIGHTS KROSSING STUDENT HOUSING LLC | |||||||||
| 12424 RESEARCH PKWY STE 140 | ORLANDO | FL | 32826 | 596211832 | REAL ESTATE | FL | 0 | 9733000 | NA |