UNIVERSITY OF FLORIDA INVESTMENT CORPORATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF FLORIDA INVESTMENT CORPORATION (EIN 20-1226494)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-07
- IRS object ID
- 202610979349301311
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-07T11:39:55-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593204548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MOORE & CO PL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5931 NW 1ST PLACE | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326072063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201226494 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF FLORIDA INVESTMENT | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3523921693 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SW 2ND AVENUE 300 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326016295 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD KELLY | PersonNm |
| Person Title | COO/VICE PRESIDENT | PersonTitleTxt |
| Phone | 3523921693 | PhoneNum |
| Signature | 2026-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORINNE LAROCHE | PreparerPersonNm |
| PTIN | P01500189 | PTIN |
| Phone | 3523781331 | PhoneNum |
| Preparation | 2026-03-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EDWARD KELLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SW 2ND AVENUE 300 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326016295 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,254,192 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UFICO.UFL.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THIS CORPORATION IS TO PROMOTE THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA BY PROVIDING INVESTMENT RESEARCH, ADVICE, COUNSEL AND MANAGEMENT TO AND FOR THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES, A PUBLIC BODY CORPORATE, AND SUCH AFFILIATED CORPORATIONS AS THE BOARD OF TRUSTEES OF THE UNIVERSITY OF FLORIDA MAY DESIGNATE, PROVIDED THAT SUCH ORGANIZATIONS FURTHER THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA AND ARE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS NOW IN FORCE OR HEREAFTER AMENDED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,140,333 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,157,310 | CYProgramServiceRevenueAmt |
| PY Investment Income | $134,620 | PYInvestmentIncomeAmt |
| CY Investment Income | $96,882 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,274,953 | PYTotalRevenueAmt |
| CY Total Revenue | $6,254,192 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,044,389 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,533,677 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $963,534 | PYOtherExpensesAmt |
| CY Other Expenses | $1,136,580 | CYOtherExpensesAmt |
| PY Total Expenses | $6,007,923 | PYTotalExpensesAmt |
| CY Total Expenses | $6,670,257 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $267,030 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$416,065 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,197,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,319,079 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,676,117 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,213,436 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $521,708 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $105,643 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THIS CORPORATION IS TO PROMOTE THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA BY PROVIDING INVESTMENT RESEARCH, ADVICE, COUNSEL AND MANAGEMENT TO AND FOR THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES, A PUBLIC BODY CORPORATE, AND SUCH AFFILIATED CORPORATIONS AS THE BOARD OF TRUSTEES OF THE UNIVERSITY OF FLORIDA MAY DESIGNATE, PROVIDED THAT SUCH ORGANIZATIONS FURTHER THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA AND ARE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS NOW IN FORCE OR HEREAFTER AMENDED. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,628,885 | ExpenseAmt |
| Revenue | $6,157,310 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDED INVESTMENT RESEARCH, ADVICE, COUNSEL AND MANAGEMENT TO THE UNIVERSITY OF FLORIDA AND THREE OTHER AFFILIATE ORGANIZATIONS RELATED TO THE UNIVERSITY OF FLORIDA. DURING THE YEAR, THE ORGANIZATION MANAGED ASSETS OF $6,865,764,255 FOR THESE ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $5,628,885 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIMMY HUMPHRIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3522731479 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SW 2ND AVENUE SUITE 300 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JAMES W HEAVENER | ||||||||
| EX-OFFICIO MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM WALTON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FERNANDO DONAYRE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID CHRISTIE | ||||||||
| EX-OFFICIO MEMBER | 1.00 | 49.00 | Yes (X) | $0 | $316,249 | $54,380 | ||
| DOUGLAS J FREE | ||||||||
| BOARD CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT THORNTON | ||||||||
| EX-OFFICIO MEMBER UNTIL 2/2025 | 1.00 | 49.00 | Yes (X) | $0 | $815,755 | $26,437 | ||
| REBECCA PATTERSON | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SABY MITRA | ||||||||
| EX-OFFICIO MEMBER | 1.00 | 49.00 | Yes (X) | $0 | $557,890 | $58,601 | ||
| LINDSAY LEE | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK KOZLOV | ||||||||
| BOARD MEMBER BEGIN 2/2025 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TAYLOR JANTZ | ||||||||
| EX-OFFICIO MEMBER UNTIL 2/2025 | 1.00 | 49.00 | Yes (X) | $0 | $473,720 | $131,914 | ||
| GEOFF GARDNER | ||||||||
| BOARD MEMBER BEGIN 2/2025 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT COUSIN | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT FRIEDMAN | ||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM S REESER | ||||||||
| CEO/CIO/PRESIDENT UNTIL 1/1/25 | 50.00 | 0.00 | $1,317,266 | $0 | $190,698 | Yes (X) | ||
| EDWARD A KELLY | ||||||||
| COO/VICE PRESIDENT | 50.00 | 0.00 | $494,145 | $0 | $90,057 | Yes (X) | ||
| MARK L BAUMGARTNER | ||||||||
| CEO/CIO/PRESIDENT BEGIN 1/1/25 | 50.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN C MAWDSLEY | ||||||||
| DEPUTY CIO | 50.00 | 0.00 | $804,452 | $0 | $144,499 | Yes (X) | ||
| WILLIAM C TWIBLE | ||||||||
| INVESTMENT DIRECTOR | 50.00 | 0.00 | $439,394 | $0 | $92,556 | Yes (X) | ||
| JEFFREY FURST | ||||||||
| INVESTMENT DIRECTOR | 50.00 | 0.00 | $436,200 | $0 | $92,556 | Yes (X) | ||
| DANIEL LEE | ||||||||
| SENIOR INVESTMENT ANALYST | 50.00 | 0.00 | $201,795 | $0 | $40,907 | Yes (X) | ||
| BRENNAN BUBP | ||||||||
| SENIOR INVESTMENT ANALYST | 50.00 | 0.00 | $227,402 | $0 | $56,182 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,920,654 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,163,614 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $978,787 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADDOCKMATTHESBARRETT LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 WILLIAM STREET SUITE 130 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING FOR CIO SEARCH | ServicesDesc |
| Compensation | $402,590 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $6,157,310 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,157,310 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,157,310 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,882 | TotalRevenueColumnAmt |
| Exclusion | $96,882 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,254,192 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,157,310 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $96,882 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,109,105 | TotalAmt |
| Program Services | $1,684,661 | ProgramServicesAmt |
| Management And General | $424,444 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,835,408 | TotalAmt |
| Program Services | $2,551,867 | ProgramServicesAmt |
| Management And General | $283,541 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,026 | TotalAmt |
| Program Services | $209,703 | ProgramServicesAmt |
| Management And General | $7,323 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,535 | TotalAmt |
| Program Services | $197,915 | ProgramServicesAmt |
| Management And General | $11,620 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,603 | TotalAmt |
| Program Services | $146,342 | ProgramServicesAmt |
| Management And General | $16,261 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,195 | TotalAmt |
| Management And General | $25,195 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,785 | TotalAmt |
| Program Services | $268,785 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,032 | TotalAmt |
| Program Services | $1,032 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,272 | TotalAmt |
| Program Services | $45,245 | ProgramServicesAmt |
| Management And General | $5,027 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455 | TotalAmt |
| Program Services | $455 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,951 | TotalAmt |
| Program Services | $96,257 | ProgramServicesAmt |
| Management And General | $10,694 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,697 | TotalAmt |
| Program Services | $178,697 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,562 | TotalAmt |
| Program Services | $16,562 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,055 | TotalAmt |
| Program Services | $126,950 | ProgramServicesAmt |
| Management And General | $14,105 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,689 | TotalAmt |
| Management And General | $169,689 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,064 | TotalAmt |
| Management And General | $51,064 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EXCISE TAXES | $116,015 | $104,414 | $11,601 |
| MEMBERSHIPS & DUES | $6,619 | $6,619 | |
| SUBSCRIPTIONS | $2,762 | $2,762 | |
| AWARDS & COMMENDATIONS | $756 | $756 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $671 | TotalAmt |
| Management And General | $671 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,670,257 | TotalAmt |
| Program Services | $5,628,885 | ProgramServicesAmt |
| Management And General | $1,041,372 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,703,748 | BOYAmt |
| EOY | $1,965,980 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,958 | BOYAmt |
| EOY | $43,195 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,076 | BOYAmt |
| EOY | $31,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,938,749 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,018,645 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,089,794 | BOYAmt |
| EOY | $2,920,104 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,370,249 | BOYAmt |
| EOY | $2,357,924 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,197,825 | BOYAmt |
| EOY | $7,319,079 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,847,476 | BOYAmt |
| EOY | $1,702,369 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,828,641 | BOYAmt |
| EOY | $5,511,067 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,676,117 | BOYAmt |
| EOY | $7,213,436 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,306 | BOYAmt |
| EOY | $513,682 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$293,598 | BOYAmt |
| EOY | -$408,039 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,708 | BOYAmt |
| EOY | $105,643 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,197,825 | BOYAmt |
| EOY | $7,319,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$416,065 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF FLORIDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596002052 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $5,628,885 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $5,628,885 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART I, LINE 12G, COLUMN V: | FormAndLineReferenceDesc |
| Explanation | AMOUNTS REPORTED ON LINE 12G, COLUMN V REPRESENT FUNDS SPENT ON ACTIVITIES PERFORMED BY UFICO ON BEHALF OF THE SUPPORTED ORGANIZATION, UNIVERSITY OF FLORIDA, AND ITS RELATED ENTITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $258,588 | OtherCostOrOtherBasisAmt |
| Depreciation | $155,155 | DepreciationAmt |
| Book Value | $103,433 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $144,341 | OtherCostOrOtherBasisAmt |
| Depreciation | $144,340 | DepreciationAmt |
| Book Value | $1 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,535,820 | OtherCostOrOtherBasisAmt |
| Depreciation | $719,150 | DepreciationAmt |
| Book Value | $2,816,670 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,920,104 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| MANAGEMENT FEES RECEIVABLE | $1,788,183 |
| DUE FROM UNIVERSITY OF FLORIDA | $175,000 |
| INVESTMENTS - DEFERRED COMPENSATION | $394,741 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,357,924 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $1,788,183 |
| DEFERRED COMPENSATION - 457(B) PLAN | $394,741 |
| LEASE LIABILITY | $3,328,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,511,067 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,254,192 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,254,192 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,254,192 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,670,257 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,670,257 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,670,257 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UFICO IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO UFICO'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE ORGANIZATION MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX, THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. UFICO'S INCOME TAX RETURNS FOR THE PAST THREE YEARS ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES, AND MAY CHANGE UPON EXAMINATION. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE - LONDON, ENGLAND | 0 | 0 | PROGRAM SERVICE | INVESTMENT RESEARCH | $16,523 |
| SOUTH ASIA - MUMBAI, INDIA | 0 | 0 | PROGRAM SERVICE | INVESTMENT RESEARCH | $10,690 |
| EUROPE - BERLIN, GERMANY | 0 | 0 | PROGRAM SERVICE | INVESTMENT RESEARCH | $8,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $35,236 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $35,236 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | ACCRUAL METHOD | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM S REESER | ||||||||||||||
| CEO/CIO/PRESIDENT UNTIL 1/1/25 | $683,982 | $0 | $618,488 | $0 | $14,796 | $0 | $171,059 | $0 | $19,639 | $0 | $1,507,964 | $0 | $0 | $0 |
| BRIAN C MAWDSLEY | ||||||||||||||
| DEPUTY CIO | $442,928 | $0 | $360,066 | $0 | $1,458 | $0 | $122,231 | $0 | $22,268 | $0 | $948,951 | $0 | $0 | $0 |
| ROBERT THORNTON | ||||||||||||||
| EX-OFFICIO MEMBER UNTIL 2/2025 | $0 | $568,257 | $0 | $133,200 | $0 | $114,298 | $0 | $14,250 | $0 | $12,187 | $0 | $842,192 | $0 | $0 |
| SABY MITRA | ||||||||||||||
| EX-OFFICIO MEMBER | $0 | $557,890 | $0 | $0 | $0 | $0 | $0 | $33,945 | $0 | $24,656 | $0 | $616,491 | $0 | $0 |
| TAYLOR JANTZ | ||||||||||||||
| EX-OFFICIO MEMBER UNTIL 2/2025 | $0 | $444,122 | $0 | $25,000 | $0 | $4,598 | $0 | $120,087 | $0 | $11,827 | $0 | $605,634 | $0 | $0 |
| EDWARD A KELLY | ||||||||||||||
| COO/VICE PRESIDENT | $342,166 | $0 | $146,759 | $0 | $5,220 | $0 | $66,707 | $0 | $23,350 | $0 | $584,202 | $0 | $0 | $0 |
| WILLIAM C TWIBLE | ||||||||||||||
| INVESTMENT DIRECTOR | $267,906 | $0 | $170,870 | $0 | $618 | $0 | $70,593 | $0 | $21,963 | $0 | $531,950 | $0 | $0 | $0 |
| JEFFREY FURST | ||||||||||||||
| INVESTMENT DIRECTOR | $264,562 | $0 | $170,870 | $0 | $768 | $0 | $70,593 | $0 | $21,963 | $0 | $528,756 | $0 | $0 | $0 |
| DAVID CHRISTIE | ||||||||||||||
| EX-OFFICIO MEMBER | $0 | $288,924 | $0 | $25,000 | $0 | $2,325 | $0 | $29,493 | $0 | $24,887 | $0 | $370,629 | $0 | $0 |
| BRENNAN BUBP | ||||||||||||||
| SENIOR INVESTMENT ANALYST | $161,762 | $0 | $61,802 | $0 | $3,838 | $0 | $34,219 | $0 | $21,963 | $0 | $283,584 | $0 | $0 | $0 |
| DANIEL LEE | ||||||||||||||
| SENIOR INVESTMENT ANALYST | $163,196 | $0 | $31,571 | $0 | $7,028 | $0 | $31,551 | $0 | $9,356 | $0 | $242,702 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | BUSINESS CLASS TRAVEL ON A THREE CLASS FLIGHT OR FIRST CLASS ON A TWO CLASS FLIGHT WILL BE ACCEPTABLE FOR INTERNATIONAL FLIGHTS INVOLVING 8 OR MORE HOURS OF TRAVEL TIME AND WHERE PRODUCTIVITY WILL BE IMPACTED. THE INTENT IS TO PROVIDE LAY FLAT OR NEAR FLAT SEATING IN THESE TYPES OF SITUATIONS. |
| PART I, LINE 3 | A COMPENSATION COMMITTEE OF THE UFICO BOARD OF DIRECTORS MEETS AT LEAST ANNUALLY. THIS COMMITTEE APPROVES SALARIES FOR ALL EMPLOYEES INCLUDING THE CEO. THE COMMITTEE REVIEWS COMPENSATION BASED ON SURVEYS, CONSULTANTS, AND OTHER INFORMATION. THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT. THE CEO'S COMPENSATION IS ALSO APPROVED BY THE PRESIDENT OF THE UNIVERSITY OF FLORIDA AND THE BOARD CHAIR OF THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES. |
| PART I, LINE 7 | THE ORGANIZATION HAS A DEFERRED COMPENSATION BONUS PLAN WHICH COVERS CERTAIN EMPLOYEES. UNDER THIS PLAN, A DEFERRED BONUS IS PAID WHICH INCLUDES A DISCRETIONARY COMPONENT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE WILL HAVE AND MAY EXERCISE ALL POWERS AND AUTHORITY OF THE BOARD WHEN THE BOARD IS NOT IN SESSION AND MAY ACT IN LIEU OF ANY COMMITTEE; PROVIDED HOWEVER, THE EXECUTIVE COMMITTEE WILL HAVE NO AUTHORITY TO ALTER, AMEND, OR REPEAL THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION OR TO APPOINT DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE APPOINTMENT OF THE ORGANIZATION'S BOARD MEMBERS IS SUBJECT TO APPROVAL BY THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION IS SUBJECT TO GOVERNANCE STANDARDS TO FURTHER THE UNIVERSITY OF FLORIDA'S (UF) "ONE UF" STRATEGIC MISSION AND TO ENSURE APPROPRIATE VISIBILITY AND COMMUNICATION WITH THE UF BOARD OF TRUSTEES (BOT), SUCH THAT THE BOT CAN EFFECTIVELY FULFILL ITS RESPONSIBILITY AS UF'S GOVERNING BOARD AND SO THAT EACH TRUSTEE CAN CARRY OUT HIS/HER FIDUCIARY DUTIES TO UF WHILE SERVING AS A MEMBER OF THE BOT. FOR ANY MATTERS THAT WOULD REASONABLY BE CONSIDERED MATERIAL TO UF, A DSO OR ANY AFFILIATE ENTITY, OR THAT WOULD GENERATE SIGNIFICANT MEDIA ATTENTION, THE PRESIDENT WILL CONFER WITH THE BOT CHAIR AND NOTIFY THE BOT VICE CHAIR, AND NOTIFY THE FULL BOT IN CASE OF SIGNIFICANT MEDIA ATTENTION. IT IS UNDERSTOOD THAT HEALTH, SAFETY AND OPERATIONAL EMERGENCIES MAY PRECLUDE ADVANCE NOTICE. IF IN DOUBT AS TO MATERIALITY, ADMINISTRATORS WILL ERR ON THE SIDE OF ASSUMING A MATTER IS MATERIAL. THE BOARD OF DIRECTORS OF THE CORPORATION MAY DELEGATE TO ONE OR MORE MANAGEMENT PERSONS OR ENTITIES SELECTED BY THE BOARD OF DIRECTORS THE POWER TO ACT IN PLACE OF THE CORPORATION TO MAKE AND CHANGE INVESTMENTS OF THE UNIVERSITY OR ITS AFFILIATED CORPORATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S CHIEF OPERATING OFFICER AND OPERATIONS DIRECTOR WILL REVIEW THE FORM 990. ADDITIONALLY, THE AUDIT COMMITTEE OF THE ORGANIZATION WILL RECEIVE, REVIEW AND APPROVE THE FORM 990 DURING AN AUDIT COMMITTEE MEETING. THE FORM 990 IS PRESENTED TO THE ENTIRE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES DISCLOSE QUARTERLY TO THE CHIEF OPERATING OFFICER ANY POTENTIAL CONFLICTS OF INTEREST THROUGH SIGNED STATEMENTS. ALL BOARD MEMBERS DISCLOSE ANNUALLY TO THE CHIEF OPERATING OFFICER ANY POTENTIAL CONFLICTS OF INTEREST THROUGH SIGNED STATEMENTS. THE CHIEF OPERATING OFFICER REVIEWS THESE STATEMENTS AND ADDRESSES THEM APPROPRIATELY. THE CHIEF OPERATING OFFICER REPORTS ANY POTENTIAL CONFLICTS OF INTEREST TO THE OPERATIONS DIRECTOR AND THE OPERATIONS DIRECTOR ADDRESSES THEM APPROPRIATELY. ALL POTENTIAL CONFLICTS OF INTEREST ARE REPORTED TO THE AUDIT COMMITTEE ANNUALLY OR AS DEEMED APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION COMMITTEE OF THE UFICO BOARD OF DIRECTORS MEETS AT LEAST ANNUALLY. THIS COMMITTEE APPROVES SALARIES FOR ALL EMPLOYEES INCLUDING THE CEO. THE COMMITTEE REVIEWS COMPENSATION BASED ON SURVEYS, CONSULTANTS, AND OTHER INFORMATION. THE CEO HAS A WRITTEN EMPLOYMENT CONTRACT. THE CEO'S COMPENSATION IS ALSO APPROVED BY THE PRESIDENT OF THE UNIVERSITY OF FLORIDA AND THE BOARD CHAIR OF THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | FEDERAL LAW DOES NOT REQUIRE THAT SUCH DOCUMENTS BE MADE PUBLICLY AVAILABLE UNLESS THEY WERE INCLUDED ON A FORM THAT IS PUBLICLY AVAILABLE (SUCH AS FORM 1023 OR 1024). WE DO NOT MAKE OUR GOVERNING DOCUMENTS, POLICIES, OR FINANCIAL STATEMENTS DIRECTLY AVAILABLE TO THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UFICO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SW 2ND AVENUE SUITE 300 | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | GENERAL PARTNER/MANAGING PARTNER | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF FLORIDA INVESTMENT CORPORATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF FLORIDA | |||||||||||
| 24 TIGERT HALL | GAINESVILLE | FL | 32611 | 596002052 | UNIVERSITY | FL | 115 | N/A | 0 | ||
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | 590974739 | FUNDRAISING | FL | 501(C)(3) | 0 | LINE 7 | UNIVERSITY OF FLORIDA | |
| SHANDS TEACHING HOSPITAL AND CLINICS INC | |||||||||||
| PO BOX 100362 | GAINESVILLE | FL | 32610 | 591493502 | HOSPITAL | FL | 501(C)(3) | 0 | LINE 3 | UNIVERSITY OF FLORIDA | |
| CENTRAL FLORIDA HEALTH INC | |||||||||||
| 600 EAST DIXIE AVENUE | LEESBURG | FL | 34748 | 331197054 | HOSPITAL | FL | 501(C)(3) | 0 | LINE 3 | UNIVERSITY OF FLORIDA | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FLORIDA PRIVATE INVESTMENTS FUND LP | ||||||||||
| 800 SW 2ND AVENUE SUITE 300 | GAINESVILLE | FL | 32601 | 270277240 | INVESTMENT FUNDS | DE | UFICO LLC | RELATED | 0 | Yes (1) |
| FLORIDA LONG TERM POOL FUND LP | ||||||||||
| 800 SW 2ND AVENUE SUITE 300 | GAINESVILLE | FL | 32601 | 270277090 | INVESTMENT FUNDS | DE | UFICO LLC | RELATED | 0 | Yes (1) |
| FLORIDA SHORT-TERM FUND LP | ||||||||||
| 800 SW 2ND AVENUE SUITE 300 | GAINESVILLE | FL | 32601 | 270276790 | INVESTMENT FUNDS | DE | UFICO LLC | RELATED | 0 | Yes (1) |
| FLORIDA GLOBAL EQUITY FUND LLC | ||||||||||
| 800 SW 2ND AVENUE SUITE 300 | GAINESVILLE | FL | 32601 | 270276884 | INVESTMENT FUNDS | DE | UFICO LLC | RELATED | 0 | Yes (1) |
| FLORIDA GLOBAL FIXED INCOME FUND LLC | ||||||||||
| 800 SW 2ND AVENUE SUITE 300 | GAINESVILLE | FL | 32601 | 270277004 | INVESTMENT FUNDS | DE | UFICO LLC | RELATED | 0 | Yes (1) |
| FLORIDA HEDGED STRATEGIES FUND LLC | ||||||||||
| 800 SW 2ND AVENUE SUITE 300 | GAINESVILLE | FL | 32601 | 270277727 | INVESTMENT FUNDS | DE | UFICO LLC | RELATED | 0 | Yes (1) |
| FLORIDA OPPORTUNISTIC FUND LLC | ||||||||||
| 800 SW 2ND AVENUE SUITE 300 | GAINESVILLE | FL | 32601 | 270277160 | INVESTMENT FUNDS | DE | UFICO LLC | RELATED | 0 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF FLORIDA | ||
| L | $1,579,001 | FMV |
| CENTRAL FLORIDA HEALTH INC | ||
| L | $185,871 | FMV |
| SHANDS TEACHING HOSPITAL AND CLINICS INC | ||
| L | $734,861 | FMV |
| UNIVERSITY OF FLORIDA | ||
| D | $175,000 | FMV |