FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC (EIN 23-7047106)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201141339349304784
- Schema version
- 2009v1.7
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T15:33:38-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SE THIRD AVENUE 10TH FLOOR | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237047106 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA INT'L UNIV FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FLOR | NameControl |
| Phone | 3053481961 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 SW 8TH STREET | AddressLine1 |
| Address Line2 | MODESTO A MAIDIQUE CAMPUS | AddressLine2 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33199 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NOEL GUILLAMA-ALVAREZ | Name |
| Title | CHAIRMAN | Title |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Donald Butler | Name |
| Phone | 3059959600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | NOEL J GUILLAMA-ALVAREZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 SW 8TH STREET | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33199 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 116428523 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | http://FOUNDATION.FIU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO ENCOURAGE, SOLICIT, RECEIVE AND ADMINISTER GIFTS AND BEQUESTS OF PROPERTY AND FUNDS FOR SCIENTIFIC, EDUCATIONAL AND CHARITABLE PURPOSES, ALL FOR THE ADVANCEMENT OF FIU AND ITS OBJECTIVES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 45 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 42 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 43780945 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17004346 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -9616370 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5357963 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1407514 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1094265 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 35572089 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23456574 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10927999 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9378431 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 178856 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 204896 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 372393 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3579110 | OtherExpensePriorYear |
| Other Expenses Current Year | 1584991 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14685965 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11168318 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 20886124 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 12288256 | RevenuesLessExpensesCY |
| Total Assets BOY | 171551928 | TotalAssetsBOY |
| Total Assets EOY | 187635956 | TotalAssetsEOY |
| Total Liabilities BOY | 10586269 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10940940 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 160965659 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 176695016 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENCOURAGE, SOLICIT, RECEIVE AND ADMINISTER GIFTS AND BEQUESTS OF PROPERTY AND FUNDS FOR SCIENTIFIC, EDUCATIONAL AND CHARITABLE PURPOSES, ALL FOR THE ADVANCEMENT OF FLORIDA INTERNATIONAL UNIVERSITY AND ITS OBJECTIVES. THE ORGANIZATION IS GOVERNED BY A BOARD OF DIRECTORS, WHOSE MEMBERS PLAY A SIGNIFICANT ROLE IN THE DEVELOPMENT OF THE UNIVERSITY AS A MAJOR EDUCATIONAL, CULTURAL AND ECONOMIC RESOURCE. THROUGH THE INVOLVEMENT OF THE DIRECTORS AND THEIR CONTRIBUTION OF TIME, LEADERSHIP AND FINANCIAL RESOURCES, THE MISSION OF THE UNIVERSITY IS ADVANCED. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 9391833 | Expense |
| Grants | 9378431 | Grants |
| Description | THE ORGANIZATION FUNDED SCHOLARSHIPS WHICH WERE GRANTED TO FLORIDA INTERNATIONAL UNIVERSITY AND WERE AWARDED BY THE UNIVERSITY FINANCIAL AID OFFICE TO THOSE STUDENTS HAVING ACADEMIC POTENTIAL, SPECIAL SKILLS OR ARE MINORITY STUDENTS. | Description |
| Total Program Service Expense | 9391833 | 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 | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | 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 | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 113 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 45 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 42 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | 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 | true | DocumentRetentionPolicy |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | AIME MARTINEZ | NamePerson |
| Telephone Number | 3053481961 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 SW 8TH STREET - MARC 530 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33199 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
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 |
|---|---|---|---|---|---|---|
| JOSEPH L CARUNCHO | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| NELSON L ADAMS III | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MICHAEL M ADLER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DAVID F ALFONSO | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ANTONIO ARGIZ | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| NICHOLAS G BUSTLE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| CARLOS B CASTILLO | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| THOMAS CORNISH | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| KATHRYN G DINKIN | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ALBERT E DOTSON SR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| CARLOS DUART | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| RAMON FLORES | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DANY GARCIA | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JORGE J GONZALEZ | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| GERALD C GRANT JR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JOHN M HOGAN | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MORRIS L HOLLANDER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| PEGGY M HOLLANDER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JEFFREY L HORSTMYER | ||||||
| DIRECTOR | 1.0 | X | 0 | 35751 | 6464 | |
| ROSA L JONES | ||||||
| DIRECTOR | 1.0 | X | 0 | 244187 | 22295 | |
| S LAWRENCE KAHN III | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| CHRISTOPHER G KORGE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DONALD E LEFTON | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| RAY E MARCHMAN JR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MICHAEL R MENDEZ JR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ALBERT MORRISON JR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| EILEEN MOSS | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MARCEL NAVARRO | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| RAMIRO ORTIZ | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| LUIS E PEREZ | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MARCOS A PEREZ | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DAVID L PERLMAN | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JUSTO L POZO | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| CAROLINA RENDEIRO | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| LAURIE RICHARDSON | ||||||
| DIRECTOR | 1.0 | X | 0 | 144559 | 28242 | |
| CARLOS A SABATER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| RONALD A SHUFFIELD | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JOSE PEREZ DE CORCHO JR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MITCHELL WOLFSON JR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ISAAC ZELCER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| SANFORD L ZIFF | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JOSE ALDRICH | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| STEPHEN H BITTEL | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| R CHAD MOSS | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ENRIQUE RAMOS | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| SHOLOM NEISTEIN | ||||||
| DIRECOTR | 1.0 | X | 0 | 0 | 0 | |
| ADALIO T SANCHEZ | ||||||
| DIRECOTR | 1.0 | X | 0 | 0 | 0 | |
| T GENE PRESCOTT | ||||||
| VICE-CHAIRMAN | 1.0 | 0 | 0 | 0 | X | |
| NOEL GUILLAMA-ALVAREZ | ||||||
| CHAIRMAN | 1.0 | 0 | 0 | 0 | X | |
| VERONICA CERVERA GOESEKE | ||||||
| SECRETARY | 1.0 | 0 | 0 | 0 | X | |
| RICHARD BRILLIANT | ||||||
| TREASURER | 1.0 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 424497 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 57001 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AMERGENT INC | |||||
| 9 Centennial Drive | PEABODY | MA | 01960 | PROF. FUNDRAISING | 204896 |
| ARAMARK | |||||
| 1101 Market Street | PHILADELPHIA | PA | 19107 | CATERING | 216851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Membership Dues | 615526 | MembershipDues |
| All Other Contributions | 16388820 | AllOtherContributions |
| Noncash Contributions | 569303 | NoncashContributions |
| Total Contributions | 17004346 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2389330 | TotalRevenueColumn |
| Exclusion | $2,389,330 | 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 | 181948 | TotalRevenueColumn |
| Exclusion | $181,948 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1162899 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 732975 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 429924 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 429924 | TotalRevenueColumn |
| Exclusion | $429,924 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 95207607 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 92238974 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2968633 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2968633 | TotalRevenueColumn |
| Exclusion | $2,968,633 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| ADMINISTRATIVE | 359152 | 359152 |
| OTHER INCOME | 123241 | 123241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 482393 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23456574 | TotalRevenueColumn |
| Related Or Exempt Function Income | 482393 | RelatedOrExemptFunctionIncome |
| Exclusion | $5,969,835 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9378431 | Total |
| Program Services | 9378431 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
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 | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42738 | Total |
| Management And General | 42738 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254900 | Total |
| Management And General | 254900 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204896 | Total |
| Fundraising | 204896 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4867 | Total |
| Management And General | 4867 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10851 | Total |
| Management And General | 10851 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 292505 | Total |
| Management And General | 292505 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| FIU PRESIDENT'S EXPENSE | 509666 | 509666 | |
| BUSINESS OFFICE OPERATIONS | 130556 | 130556 | |
| CAPITAL CAMPAIGN | 144172 | 144172 | |
| ADVANCEMENT OPERATIONS | 23325 | 23325 | |
| BANK AND INVESTMENT FEES | 48708 | 48708 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122703 | Total |
| Program Services | 13402 | ProgramServices |
| Management And General | 109301 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11168318 | Total |
| Program Services | 9391833 | ProgramServices |
| Management And General | 1404092 | ManagementAndGeneral |
| Fundraising | 372393 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4699158 | BOY |
| EOY | 4432472 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54103832 | BOY |
| EOY | 55456316 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126793 | BOY |
| EOY | 115762 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 13331239 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2557547 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11100703 | BOY |
| EOY | 10773692 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64649044 | BOY |
| EOY | 78293239 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36369369 | BOY |
| EOY | 37533892 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 503029 | BOY |
| EOY | 1030583 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171551928 | BOY |
| EOY | 187635956 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 814101 | BOY |
| EOY | 981361 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230062 | BOY |
| EOY | 429774 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9260000 | BOY |
| EOY | 9260000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282106 | BOY |
| EOY | 269805 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10586269 | BOY |
| EOY | 10940940 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14265892 | BOY |
| EOY | 14881305 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4128312 | BOY |
| EOY | 10906029 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142571455 | BOY |
| EOY | 150907682 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160965659 | BOY |
| EOY | 176695016 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 171551928 | BOY |
| EOY | 187635956 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 18738649 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11798031 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29169400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43780945 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17004346 | CurrentTaxYear |
| Total | 120491371 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18738649 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11798031 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29169400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43780945 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17004346 | CurrentTaxYear |
| Total | 120491371 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 120491371 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3726767 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1531653 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3308486 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4326523 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3734177 | CurrentTaxYear |
| Total | 16627606 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1952137 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2753313 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 53490 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 117671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 482393 | CurrentTaxYear |
| Total | 5359004 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 142477981 | TotalSupport |
| Public Support Pertcentage170 | 0.84568 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84036 | 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 | false | 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 | true | DirectContactLegislators |
| Direct Contact Legislators | $254,900 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Total Lobbying Expenditures IIB | 254900 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2500 | OtherCostOrOtherBasis |
| Book Value | 2500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13080435 | OtherCostOrOtherBasis |
| Depreciation | 2554347 | Depreciation |
| Book Value | 10526088 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 248304 | OtherCostOrOtherBasis |
| Depreciation | 3200 | Depreciation |
| Book Value | 245104 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10773692 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CORPORATE BONDS | 13564097 | F |
| LIMITED PARTNERSHIPS | 23671290 | F |
| ACCRUED INCOME | 298505 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 37533892 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITIES PAYABLE | Description |
| Amount | $269,805 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 269805 | TotalOfAmounts |
| Total Revenue | 23456574 | TotalRevenue |
| Total Expenses | 11168318 | TotalExpenses |
| Excess Or Deficit For Year | 12288256 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5617600 | NetUnrealizedGLOnInvestments |
| Other | -$2,274,276 | OtherAmount |
| Total Adjustments | 3343324 | TotalAdjustments |
| Excess Or Deficit Per FS | 15631580 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29727149 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5617600 | NetUnrealizedGainsInvestments |
| Other Revenues | 748324 | OtherRevenues |
| Revenue Not Rptd F990 | 6365924 | RevenueNotRptdF990 |
| Revenue Subtotal | 23361225 | RevenueSubtotal |
| Other Revenues Not Included | 95349 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 95349 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23456574 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11919069 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 846100 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 846100 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11072969 | ExpensesSubtotal |
| Other Expenses Not Included | 95349 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 95349 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11168318 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER RECONCILING REVENUE ITEMS | PART XII, LINE 2D | PER THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS, TOTAL REVENUES ARE $29,727,149 OF WHICH $15,349 IS ATTRIBUTED TO THE WOLFSONIAN INC., A SUBSIDIARY ORGANIZATION OF FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION, INC. Rental EXPENSES Per the audited consolidated financial statements, depreciation AND INTEREST expense of $732,975, is reported as part of total expenses. However, the RENTAL expenseS relate to the rental of the property and for purposes of the Form 990, it is reported as rental expenses on Form 990, part VIII, line 6b. The total of the aforementioned items is $748,324 |
| OTHER RECONCILING EXPENSE ITEMS | SCHEDULE D, PART XIII, LINE 4B | PER THE AUDITED FINANCIAL STATEMENTS PREPARED ON THE CONSOLIDATED LEVEL, TOTAL EXPENSES ARE $11,919,069 OF WHICH $113,125 IS ATTRIBUTED TO THE WOLFSONIAN INC., A SUBSIDIARY ORGANIZATION OF FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION, INC. Rental EXPENSES Per the audited consolidated financial statements, depreciation AND INTEREST expense of $732,975, is reported as part of total expenses. However, the RENTAL expenseS relate to the rental of the property and for purposes of the Form 990, it is reported as rental expenses on Form 990, part VIII, line 6b. The total of the aforementioned items is $846,100. |
| OTHER ADJUSTMENTS | SCHEDULE D, PART XI, LINE 8 | PER THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS, TOTAL CHANGE IN NET ASSETS FOR THE YEAR THEN ENDED 06/30/2010 IS $15,631,580 OF WHICH ($97,776) IS ATTRIBUTED TO THE WOLFSONIAN INC., A SUBSIDIARY ORGANIZATION OF FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION, INC. ALSO INCLUDED IN OTHER ADJUSTMENTS IS THE PROVISION FOR UNCOLLECTIBLE PLEDGES OF ($2,176,500). The total of the aforementioned items is ($2,274,276). |
| OTHER RECONCILING ITEMS | SCHEDULE D, PART XII & XIII, LINE 4B | PER THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS, AN ELIMINATING JOURNAL ENTRY WAS MADE BETWEEN THE FOUNDATION AND WOLFSONIAN INC., A SUBSIDIARY ORGANIZATION OF FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION, INC. FOR $95,349. SINCE WE FILE SEPERATE RETURNS FOR TAX PURPOSES WE MUST REVERSE THIS ENTRY. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | AMERGENT INC | NameOfIndividual |
| Activity | SOLICITAT'N | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 16388820 | GrossReceipts |
| Amount Retained By Contractor | 204896 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 16388820 | TotalGrossReceipts |
| Total Retained By Contractors | 204896 | TotalRetainedByContractors |
| Total Net To Organization | 0 | TotalNetToOrganization |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (24 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| FIU UNIVERSITY WIDE SCHOLARSHIPS AND PROGRAMS | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 563430 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU COLLEGE OF ARTS AND SCIENCES | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 472064 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU COLLEGE OF BUSINESS ADMINISTRATION | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 1003416 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU COLLEGE OF EDUCATION | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 346025 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU SCHOOL OF HOSPITALITY MANAGEMENT | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 451709 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU COLLEGE OF ENGINEERING | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 1006429 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU COLLEGE OF ARCHITECTURE & THE ARTS | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 112268 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU COLLEGE OF NURSING AND HEALTH SCIENCE | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 458701 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU SCHOOL OF JOURNALISM | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 81736 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU COLLEGE OF LAW | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 122559 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU LIBRARIES | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 15049 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU HONORS COLLEGE | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 37531 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU ART MUSUEM | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 222118 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU ATHLETICS | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 739019 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU ACADEMIC AFFAIRS | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 204413 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU STUDENT AFFAIRS | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 19265 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU BUSINESS AND FINANCE DEPARTMENT | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 7604 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU ALUMNI ASSOCIATION | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 282035 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU PRESIDENT'S OFFICE | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 60072 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU MEDICAL SCHOOL | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 565468 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU WOLFSONIAN MUSEUM | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 715505 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU STEMPLE SCHOOL OF PUBLIC HEALTH | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 45267 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
| FIU BUILDING FUND | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 1826064 | N/A | N/A | CHARITABLE PURPOSES |
| FIU COLLEGE OF SOCIAL WORK JUSTICE & PUBLIC | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | 115(1) | 20684 | N/A | N/A | UNIV/STUDENT ASSISTANCE |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | ALL GRANT FUNDS ARE TRANSFERRED TO FLORIDA INTERNATIONAL UNIVERSITY AND ARE MONITORED AND DISBURSED BY THE OFFICE OF SPONSORED RESEARCH. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROSA L JONES | |||||||||||||
| 0 | 244187 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 244187 | 0 | 187342 |
| LAURIE RICHARDSON | |||||||||||||
| 0 | 144559 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 28242 | 0 | 172801 | 0 | 113979 |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| 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 | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 569303 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG 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 | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| BUSINESS RELATIONSHIP | FORM 990, PART VI, QUESTION 2 | THE FOLLOWING OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES HAVE BUSINESS RELATIONSHIPS. Joseph Caruncho has a business relationship with Justo Pozo. Antonio Argiz has a business relationship with Albert Morrison. Christopher G. Korge has a business relationship with Michael Adler. |
| 990 REVIEW BY ORGANIZATION | PART VI, SECTION A, QUESTION 10 | AN INITIAL DRAFT IS REVIEWED BY AN OFFICER FOR ACCURACY BEFORE THE FORM 990 IS FILED. THE APPROVED DRAFT OF THE FORM 990 IS SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL. |
| CONFLICT OF INTEREST POLICY | PART VI, SECTION B, QUESTION 12 B-C | Each Foundation Board and Committee member has a continuing obligation to be familiar with the Florida Statutes regarding ethics and conflicts of interest and the terms of the Policy; disclose to the Foundation Board and/or Committee Chair any possible personal, familial, or business relationships that might reasonably give rise to a conflict involving the Foundation; and acknowledge by his or her execution of the "Conflict of Interest Disclosure Form" that he or she is in compliance with the letter and spirit of this Policy and applicable laws. Beginning of every fiscal year a form is mailed to every Board Member for review and update. |
| POLICIES | PART VI, SECTION B, QUESTION 15 | THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES AND DOES NOT PROVIDE ANY OFFICER, DIRECTOR, OR OTHER REPRESENTATIVE WITH ANY COMPENSATION. MEMBERS ARE COMPENSATED THROUGH FLORIDA INTERNATIONAL UNIVERSITY, A RELATED ORGANIZATION. |
| GOVERNING DOCUMENT AVAILABILITY | PART VI, SECTION C, QUESTION 19 | THE ORANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAIALBLE to the PUBLIC ON THEIR WEBSITE AND UPON REQUEST. THE FINANCIAL STATMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION ENTERPRISE HOLDINGS I LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 SW 8 STREET CSC 319 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33199 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272586968 | EIN |
| Primary Activities | BENEFIT FOUN. | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | 650177616 | UNIVERSITY | FL | 115(1) | N/A | NA |
| THE WOLFSONIAN INC | |||||||||
| MODESTO A MAIDIQUE CAMPUS - MARC 5 | MIAMI | FL | 33199 | 592741851 | BENEFIT UNIV. | FL | 501(C)(3) | 7 | NA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA INTERNATIONAL UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 9378431 | AmountInvolved |