2023-11-06T11:45:53-06:00 2022-12-31 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2022-01-01 593510383 UNIVERSAL ORLANDO FOUNDATION INC UNIV 4072243729 1000 UNIVERSAL STUDIOS PLAZA ORLANDO FL 328197601 TRACEY STOCKWELL TREASURER 4072247905 2023-11-03 1 TRACEY STOCKWELL 999009999 0 SUE ROBISON P00560072 2062814444 2023-11-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN SPROULS 1000 UNIVERSAL STUDIOS PLAZA ORLANDO FL 328197601 4129578 0 X WWW.UNIVERSALORLANDOFOUNDATION.ORG X 1998 FL THE FOUNDATION SEEKS TO PROMOTE THE QUALITY OF LIFE IN THE CENTRAL FLORIDA COMMUNITY, ADDRESSING NEEDS AND CONCERNS PRIMARILY IN THE AREAS OF EDUCATION, CHILDREN, FAMILY AND BASIC NEEDS. 13 3 0 91 0 0 2632709 3458049 0 0 0 0 -53205 -173082 2579504 3284967 2600131 3400406 0 0 31231 28601 0 0 523512 355501 592887 2986863 4021894 -407359 -736927 2937590 2816915 682947 912124 2254643 1904791 X THE FOUNDATION SEEKS TO PROMOTE THE QUALITY OF LIFE IN THE CENTRAL FLORIDA COMMUNITY, ADDRESSING NEEDS AND CONCERNS PRIMARILY IN THE AREAS OF EDUCATION, CHILDREN, FAMILY AND BASIC NEEDS. 0 0 2552013 2561304 FOUNDATION GENERAL FUND - THE FOUNDATION AWARDS GRANTS TO ORGANIZATIONS AND PROGRAMS THAT TAKE A PROACTIVE APPROACH TO COMMUNITY NEEDS IN THE AREA OF EDUCATION, CHILDREN, FAMILY AND BASIC NEEDS. 314459 282102 TEAM MEMBER CHARITABLE FUND - THIS FUND PROVIDES FINANCIAL ASSISTANCE THROUGH THE TEAM MEMBER CRISIS ASSISTANCE PROGRAM TO UNIVERSAL ORLANDO TEAM MEMBERS WHO HAVE HAD A CATASTROPHIC EVENT AFFECT THEM OR THEIR FAMILIES. THE FUND ALSO SUPPORTS UGIVE WHICH RECOGNIZES UNIVERSAL ORLANDO TEAM MEMBERS' VOLUNTEER EFFORTS BY AWARDING GRANTS TO QUALIFIED NONPROFIT ORGANIZATIONS. 195541 193000 COMPASSION FUND - THIS FUND FOCUSES ON ORGANIZATIONS THAT PROVIDE SERVICES FOR CHILDREN WITH LIFE-THREATENING ILLNESSES OR DISABILITIES. 366994 364000 BASIC NEEDS FUND: FOCUSES ON ORGANIZATIONS THAT PROVIDE BASIC SERVICES SUCH AS FOOD, CLOTHING, AND SHELTER. (EXPENSE: $151,538, GRANTS: $150,000)ARTS & CULTURE FUND: FOCUSES ON ORGANIZATIONS THAT PROVIDE ARTS AND CULTURAL PROGRAMS THROUGHOUT THE COMMUNITY. (EXPENSE: $104,638, GRANTS: $104,000)EDUCATION FUND: FOCUSES ON ORGANIZATIONS THAT ARE MAKING A DIFFERENCE IN EDUCATION YOUTH IN OUR COMMUNITY. (EXPENSE: $110,818, GRANTS: $110,000) 366994 364000 3429007 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL CA NJ NY X DIANE O'DELL 4072243729 1000 UNIVERSAL STUDIOS PLAZA ORLANDO FL 328197601 VALERIE READ DIRECTOR 30.00 10.00 X 0 145948 36862 JOHN SPROULS PRESIDENT 1.00 X X 0 0 0 TRACEY STOCKWELL TREASURER 1.00 40.00 X X 0 970485 48926 JUDITH LUENGAS SECRETARY 1.00 40.00 X X 0 633782 36483 SANDRA CHEN ASSISTANT SECRETARY 1.00 40.00 X X 0 390907 36494 DAVE BARTEK DIRECTOR 1.00 X 0 0 0 CHARLIE GUNDACKER DIRECTOR 1.00 40.00 X 0 726696 39202 MICHAEL HANLEY DIRECTOR 1.00 X 0 0 0 PETER LATHAM DIRECTOR 1.00 X 0 0 0 RHONDA RHODES DIRECTOR 1.00 40.00 X 0 456843 44024 CATHY ROTH DIRECTOR 1.00 40.00 X 0 951719 50314 BRAD SINGH DIRECTOR 1.00 X 0 519760 48612 XIOMARA WILEY DIRECTOR 1.00 X 0 0 0 SCOT LAFERTE DIRECTOR 1.00 40.00 X 0 718716 29102 DIANE O'DELL EXCUTIVE DIRECTOR 15.00 25.00 X 0 306737 37073 0 5821593 407092 0 0 1 0 0 X 1242367 2215682 993793 3458049 671529 1242367 844611 -173082 -173082 3284967 0 0 -173082 3264304 3264304 136102 136102 28601 28601 12500 12500 FUNDRAISING EXPENSES 523512 523512 BAD DEBT EXPENSE 45743 45743 CREDIT CARD FEES 11132 11132 4021894 3429007 69375 523512 1549616 1325036 1387974 1491879 2937590 2816915 37039 3936 387077 653212 74999 44999 183832 209977 682947 912124 X 768744 239151 1485899 1665640 2254643 1904791 2937590 2816915 X -736927 387075 X 0 1 X 0 0 X 3432136 3260095 2813899 2632709 3458049 15596888 3432136 3260095 2813899 2632709 3458049 15596888 4295233 11301655 878737 949883 275580 741905 671529 3517634 19114522 0.59130 0.71540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO UNIVERSAL CITY DEVELOPMENT PARTNERS, LTD 209977 209977 X 4437710 308132 844611 1152743 3284967 0 3284967 4787562 308132 844611 1152743 3634819 387075 387075 4021894 PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). IN ADDITION, THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE FOUNDATION IS A PUBLIC SUPPORTED ORGANIZATION AS DESCRIBED IN IRC SECTION 509(A)(1). THE FOUNDATION ANALYZES ITS INCOME TAX FILING POSITION IN THE FEDERAL JURISDICTION WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, FOR ALL OPEN TAX YEARS IN THE JURISDICTION, TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS EVALUATED 2019 THROUGH 2022, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF DECEMBER 31, 2022, FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE FOUNDATION DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT DECEMBER 31, 2022, AND IT IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL INCOME TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE 844,611. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE 844,611. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS PAID IN PRIOR YEAR, NOT INCLUDED ON AUDITED FINANCIAL STATEMENTS 387,075. CHARITY CLASSIC 582481 456336 126145 210317 FRIGHT TO REMEMBER 559156 289299 269857 273520 2 772259 496732 275527 360774 1913896 1242367 671529 844611 844611 -173082 1 A GIFT FOR TEACHING 6501 MAGIC WAY BLDG 400C ORLANDO FL 328095677 593515162 501(C)(3) 145750 0 UGIVE GRANT, SUPPLYING STUDENT SUCCESS, 2022 BACKPACKS BOY SCOUTS OF AMERICA CENTRAL FLORIDA CO 1951SORANGEBLOSSOMTRLNO102 APOPKA FL 32703 590624376 501(C)(3) 12250 0 UGIVE GRANT BOYS & GIRLS CLUBS OF CENTRAL FLORIDA 101 E COLONIAL DRIVE ORLANDO FL 328011201 590951887 501(C)(3) 100750 0 UGIVE GRANT, STEAM ENHANCEMENT BREVARD SCHOOLS FOUNDATION INC 2700 JUDGE FRAN JAMIESON WAY VIERA FL 32940 592895155 501(C)(3) 21000 0 STUDENTS IN TRANSITION CANINE COMPANIONS FOR INDEPENDENCE 8150 CLARCONA OCOEE RD ORLANDO FL 32818 942494324 501(C)(3) 11500 0 UGIVE GRANT AND 2022 YEAREND OPERATING GRANT CENTRAL FLORIDA COMMUNITY ARTS INC 250 SW IVANHOE BLVD ORLANDO FL 328046852 452324172 501(C)(3) 35000 0 UGIVE GRANT AND ARTS ACCESS PROGRAMS FOR VULNERABLE POPULATIONS: ARTS IN LITERACY, MUSIC THERAPY, SCHOOL OF ARTS AND HEALTH ACADEMY SCHOLARSHIPS, AND PROFESSIONAL DEVELOPMENT FOR TEACHING ARTISTS CENTRAL FLORIDA DOWN SYNDROME ASSOCIATION INC 204 N WYMORE RD WINTER PARK FL 327893455 593124673 501(C)(3) 33000 0 EMPOWERING FAMILIES IN EARLY CHILDHOOD CENTRAL FLORIDA URBAN LEAGUE INC 2804 BELCO DR ORLANDO FL 328083557 591766368 501(C)(3) 15000 0 YOUTH EMPOWERMENT PROGRAM CHILDREN'S HOME SOCIETY 5768 S SEMORAN BLVD ORLANDO FL 32822 590192430 501(C)(3) 100000 0 COMMUNITY PARTNERSHIP SCHOOL EXPANSION AND STABILIZATION: BREAKING THE CYCLE OF POVERTY FOR AT-RISK CHILDREN CHRISTIAN SERVICE CENTER FOR CENTRAL FLORIDA 808 W CENTRAL BLVD ORLANDO FL 32805 591353031 501(C)(3) 24000 0 CSC COMPREHENSIVE DAY SERVICES CITY YEAR ORLANDO 201 S ORANGE AVE SUITE 600 ORLANDO FL 32801 222882549 501(C)(3) 210000 0 MEMORIAL & ECCLESTON + DEI TRAINING FOR 2022-23 & 2023-24, 2022 YEAREND OPERATING GRANT COALITION FOR THE HOMELESS OF CENTRAL FLORIDA 18 N TERRY AVE ORLANDO FL 328012211 592814255 501(C)(3) 135000 0 CRISIS ASSISTNACE TO PREVENT HOMELESSNESS, EARLY CHILDHOOD DEVELOPMENT CENTER EDUCATIONAL FOUNDATION OF LAKE COUNTY INC 2045 PRUITT ST LEESBURG FL 347488703 592764174 501(C)(3) 30000 0 FAMILIES IN TRANSITION PROGRAM OF LAKE COUNTY SCHOOLS ELEVATE ORLANDO 807 S ORLANDO AVE SUITE L WINTER PARK FL 32789 263330456 501(C)(3) 25000 0 VIRTUAL TECHNOLOGY ENHANCEMENTS EMBRACE FAMILIES SOLUTIONS INC 4001 PELEE ST ORLANDO FL 32817 452843994 501(C)(3) 25000 0 PATHWAYS TO HOME/RAPID RE-HOUSING PROJECT FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS INC 445 W AMELIA ST STE 901 ORLANDO FL 328011153 592788435 501(C)(3) 161066 0 UGIVE GRANT, ART OF TOMORROW, AND 2022 YEAREND OPERATING GRANT, HOMELESS EDUATION FUND, VISUAL ART MATERIALS DIVERSIFICATION FOUNDATION FOR SEMINOLE COUNTY PUBLIC SCHOOLS INC 400 E LAKE MARY BLVD SANFORD FL 327737125 592775956 501(C)(3) 36000 0 UGIVE GRANT, 2022 YEAREND OPERATING GRANT, FAMILIES IN NEED FOUNDATION FOR SEMINOLE STATE COLLEGE 1055 AAA DRIVE HEATHROW FL 327465072 237033822 501(C)(3) 10750 0 UGIVE GRANT, 2022 YEAREND OPERATING GRANT FRIENDS OF FISHER HOUSE ORLANDO 10524 MOSS PARK RD STE 204 ORLANDO FL 328325801 811630073 501(C)(3) 20000 0 ORLANDO FISHER HOUSE FUSIONFEST INC 450 E SOUTH ST SUITE 345 ORLANDO FL 328012816 852245857 501(C)(3) 17000 0 CULTURAL EDUCATION BY FUSIONFEST GIVE KIDS THE WORLD INC 210 S BASS RD KISSIMMEE FL 347466034 592654440 501(C)(3) 43250 0 UGIVE GRANT, JULIE'S SAFARI THEATRE - AV TECHNICAL UPGRADES AND 2022 YEAREND OPERATING GRANT HABITAT FOR HUMANITY 4116 SILVER STAR RD ORLANDO FL 328084636 592789167 501(C)(3) 101000 0 UGIVE GRANT AND RISK PREVENTION/HOME INSURANCE EDUCATION AND ROOF INSPECTION HEART OF FLORIDA UNITED WAY 1940 CANNERY WAY ORLANDO FL 32804 590808854 501(C)(3) 75000 0 HURRICANE IAN RELIEF HISPANIC HERITAGE SCHOLARSHIP FUND 518 S MAGNOLIA AVE STE 100 ORLANDO FL 328013712 010807279 501(C)(3) 25000 0 SCHOLARSHIPS & PROGRAMS SUPPORT HOLOCAUST MEMORIAL RESOURCE AND EDUCATION CENTER OF FLORIDA 851 NORTH MAITLAND AVENUE MAITLAND FL 32751 592219851 501(C)(3) 10000 0 2022 YEAREND OPERATING GRANT HOMELESS SERVICES NETWORK OF CENTRAL FLORIDA 4065 L B MCLEOD RD STE D ORLANDO FL 328115663 593213827 501(C)(3) 10000 0 2022 YEAREND OPERATING GRANT INTERNATIONAL FRINGE FESTIVAL OF CENTRAL FLORIDA INC 812 E ROLLINGS ST STE 300 ORLANDO FL 32803 753012108 501(C)(3) 10000 0 2022 YEAREND OPERATING GRANT JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA 2121 CAMDEN ROAD ORLANDO FL 32803 590972112 501(C)(3) 25000 0 2022 YEAREND OPERATING GRANT - EMPOWERING YOUNG PEOPLE TO A WORLD OF POSSIBILITIES LIGHTHOUSE CENTRAL FLORIDA INC 2500 KUNZE AVENUE ORLANDO FL 32806 592418228 501(C)(3) 10000 0 2022 YEAREND OPERATING GRANT MAKE-A-WISH FOUNDATION OF CENTRAL & NORTHERN FL 1020 N ORLANDO AVE STE 100 MAITLAND FL 327514514 593235806 501(C)(3) 61000 0 UGIVE GRANT, 2022 YEAREND OPERATING GRANT, WISH GRANTING MICHELEE PUPPETS INC 4420 PARKWAY COMMERCE BLVD ORLANDO FL 328081008 592616456 501(C)(3) 17000 0 AFRICAN TALES: MASOMO MAKUBWA NATIONAL ALLIANCE ON MENTAL ILLNESS 5051 NORTH LANE STE 21 ORLANDO FL 328081008 592600149 501(C)(3) 25750 0 UGIVE GRANT, MENTAL HEALTH EDUCATION AND SUPPORT FOR FAMILIES AND YOUNG PEOPLE NEW HOPE FOR KIDS 544 MAYO AVE MAITLAND FL 327514573 591791345 501(C)(3) 20000 0 NEW HOPE FOR KIDS WISHES FOR KIDS OCA OPPORTUNITY COMMUNITY ABILITY INC 5165 ADANSON ST ORLANDO FL 328041331 264366486 501(C)(3) 25000 0 OCA EARLY INTERVENTION PILOT PROGRAM ONEPULSE FOUNDATION PO BOX 2126 ORLANDO FL 32802 813142847 501(C)(3) 50000 0 LOVE IS UNIVERSAL PROCEEDS ORLANDO AFTER-SCHOOL ALL-STARS INC 595 N PRIMROSE DR ORLANDO FL 328035014 593313614 501(C)(3) 75000 0 ECHOES PROJECT ORLANDO BALLET INC 600 N LAKE FORMOSA DR ORLANDO FL 328031421 237427817 501(C)(3) 25000 0 2022-23 SCHOLARSHIP TRAINING FOR ENRICHMENT OF PRIMARY STUDENTS ORLANDO HEALTH FOUNDATION INC 3160 SOUTHGATE COMMERCE BLVD SUITE ORLANDO FL 328068549 591726273 501(C)(3) 10000 0 2022 YEAREND OPERATING GRANT ORLANDO REPERTORY THEATRE INC 1001 E PRINCETON ST ORLANDO FL 328031451 591056385 501(C)(3) 10000 0 2022 YEAREND OPERATING GRANT ORLANDO SCIENCE CENTER INC 777 E PRINCETON ST ORLANDO FL 328031250 590896343 501(C)(3) 35000 0 2022 YEAREND OPERATING GRANT, STEM OUTREACH OSCEOLA ARTS 2411 EIRLO BRONSON HIGHWAY KISSIMMEE FL 34744 596179937 501(C)(3) 21500 0 UGIVE GRANT, ARTS ON THE GO OSCEOLA COUNCIL ON AGING 700 GENERATION POINT KISSIMMEE FL 34744 591595398 501(C)(3) 20000 0 FOOD PANTRY POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC 1530 SHUMATE DR BARTOW FL 338306418 592956529 501(C)(3) 64000 0 THE HEARTH HOUSING PROGRAM QUEST INC 1509 E COLONIAL DR SUITE 300 ORLANDO FL 32803 592013160 501(C)(3) 35000 0 2022 YEAREND OPERATING GRANT, TRANSITION TO WORK FOR TEENS AND YOUNG ADULTS WITH DEVELOPMENTAL DISABILITIES RONALD MCDONALD HOUSE CHARITIES OF CENTRAL FLORIDA INC 1030 N ORANGE AVE SUITE 105 ORLANDO FL 32801 593211250 501(C)(3) 5750 0 UGIVE, ADOPT A ROOM SECOND HARVEST FOOD BANK 411 MERCY DR ORLANDO FL 32805 592142315 501(C)(3) 136750 0 UGIVE GRANT, PROCEEDS FROM CHARITY DOUGHNUT, HURRICANE RELIEF SHEPHERDS HOPE INC 455 9TH ST WINTER GARDEN FL 347873685 593420727 501(C)(3) 10000 0 2022 YEAREND OPERATING GRANT SPECIAL OLYMPICS FLORIDA INC 1915 DON WICKHAM DRIVE CLERMONT FL 34711 237181560 501(C)(3) 10000 0 2022 YEAREND OPERATING GRANT STONO INSTITUTE FOR FREEDOM JUSTICE AND SECURITY 1400 BRIERCLIFF DRIVE ORLANDO FL 32806 851259023 501(C)(3) 25000 0 RACIAL JUSTICE YOUTH LEADERSHIP PROGRAM THE BOGGY CREEK GANG INC 30500 BRANTLEY BRANCH RD EUSTIS FL 327369596 593012889 501(C)(3) 150750 0 UGIVE GRANT, RETURN TO SUMMER CAMP, INNOVATION STATION THE FOUNDATION FOR OSCEOLA EDUCATION INC 2310 NEW BEGINNINGS RD STE 118 KISSIMMEE FL 347448480 592960396 501(C)(3) 51000 0 A GIFT FOR TEACHING - MEETING THE NEEDS OF OUR STUDENTS THE MUSTARD SEED OF CENTRAL FLORIDA INC 12 MUSTARD SEED LANE ORLANDO FL 32810 592906383 501(C)(3) 21500 0 UGIVE GRANT, FURNISHING BASIC STABILITY UCP OF CENTRAL FLORIDA 3305 S ORANGE AVE ORLANDO FL 32806 590799925 501(C)(3) 40000 0 2022 YEAREND OPERATING GRANT, MUSIC FOR ALL UNITED ARTS OF CENTRAL FLORIDA 216 PASADENA PLACE ORLANDO FL 32803 591166445 501(C)(3) 35000 0 2022 YEAREND OPERATING GRANT, UACF YOUTH DEVELOPMENT PROGRAM EXPANSION VALENCIA COLLEGE FOUNDATION 1768 PARK CENTER DRIVE ORLANDO FL 328356200 237442785 501(C)(3) 88054 0 UGIVE GRANT, 2022 YEAREND OPERATING GRANT, ART OF TOMORROW SCHOLARS 2022-25 ZEBRA COALITION 911 N MILLS AVE ORLANDO FL 32803 271645847 501(C)(3) 134750 0 UGIVE GRANT, LGBTQ+ MENTAL HEALTH, ZEBRA YOUTH PROGRAM CENTER 56 0 FINANCIAL ASSISTANCE THROUGH THE TEAM MEMBER CRISIS ASSISTANCE PROGRAM TO UNIVERSAL ORLANDO TEAM MEMBERS WHO HAVE HAD A CATASTROPHIC EVENT AFFECT THEM OR THEIR FAMILIES. 176 136102 PART I, LINE 2: ANNUALLY, THE ORGANIZATION REQUIRES THE GRANTEE RECIPIENTS TO REPORT ON HOW THE GRANT FUNDS ARE USED WHEN AWARDED FROM THE GENERAL, ARTS & CULTURAL, BASIC NEEDS, COMPASSION AND EDUCATION FUNDS. 0 0 1 0 0 0 0 0 0 TRACEY STOCKWELL TREASURER 0 501151 0 262782 0 206552 0 18300 0 30626 0 1019411 0 0 CATHY ROTH DIRECTOR 0 494709 0 205335 0 251675 0 18391 0 31923 0 1002033 0 0 CHARLIE GUNDACKER DIRECTOR 0 414418 0 217300 0 94978 0 18598 0 20604 0 765898 0 0 SCOT LAFERTE DIRECTOR 0 415100 0 190450 0 113166 0 18637 0 10465 0 747818 0 0 JUDITH LUENGAS SECRETARY 0 393847 0 154885 0 85050 0 18387 0 18096 0 670265 0 0 BRAD SINGH DIRECTOR 0 319400 0 121240 0 79120 0 18300 0 30312 0 568372 0 0 RHONDA RHODES DIRECTOR 0 317234 0 104005 0 35604 0 13907 0 30117 0 500867 0 0 SANDRA CHEN ASSISTANT SECRETARY 0 268661 0 88078 0 34168 0 18612 0 17882 0 427401 0 0 DIANE O'DELL EXCUTIVE DIRECTOR 0 205067 0 67204 0 34466 0 16574 0 20499 0 343810 0 0 VALERIE READ DIRECTOR 0 121730 0 23818 0 400 0 8874 0 27988 0 182810 0 0 PART I, LINE 4C THE FOLLOWING EMPLOYEES' COMPENSATION PACKAGES FROM UNIVERSAL CITY DEVELOPMENT PARTNERS PROVIDED FOR RESTRICTED STOCK UNITS THAT GIVE THE EMPLOYEES THE RIGHT TO RECEIVE COMCAST CORPORATION CLASS A COMMON STOCK. THIS IS AN EQUITY BASED COMPENSATION ARRANGEMENT FOR PURPOSES OF 4C: -GUNDACKER $85,036.43 -ROTH $159,807.67 -STOCKWELL $195,520.64 -CHEN $34,104.75 -LAFERTE $109,691.53 -O'DELL $34,104.75 -RHODES $34,104.75 -SINGH $63,148.82 -LUENGAS $85,036.43 THE FOLLOWING EMPLOYEES' COMPENSATION PACKAGES FROM UNIVERSAL CITY DEVELOPMENT PARTNERS PROVIDES THE ABILITY TO PARTICIPATE IN AN EMPLOYEE STOCK PURCHASE PLAN, WHERE THE EMPLOYEE IS ALLOWED TO BUY COMCAST CORPORATION CLASS A COMMON STOCK USING AFTER-TAX PAYROLL DEDUCTIONS AT A DISCOUNT. THIS IS AN EQUITY BASED COMPENSATION ARRANGEMENT FOR PURPOSES OF 4C. -GUNDACKER $3,442.49 -ROTH $3460.28 -READ $259.03 -STOCKWELL $2,908.75 -LAFERTE $3,460.28 -RHODES $1,499.49 -SINGH $3,457.22 X FOOD, BEV. & TICKETS 5 951741 FMV X MISCELLANEOUS 1 42052 FMV 0 0 0 0 PART I, COLUMN (B): USING A COMBINATION OF THE TWO METHODS ABOVE FORM 990, PART VI, SECTION A, LINE 2 JOHN SPROULS, TRACEY STOCKWELL, CATHY ROTH AND JUDITH LUENGAS ARE OFFICERS OF THE SAME RELATED ORGANIZATION, UNIVERSAL CITY DEVELOPMENT PARTNERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE EMAILED TO EACH BOARD MEMBER AND THE FOUNDATION'S EXECUTIVE DIRECTOR PRIOR TO BEING FILED WITH THE IRS. A BOARD RESOLUTION IS NOT REQUIRED IN ORDER FOR THE FORM 990 TO BE FILED. FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PERSON MUST DISCLOSE EXISTENCE OF A FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEE WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS. AFTER THE DISCLOSURE, THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR APPLICABLE COMMITTEE DISCOVERS THE ALLEGED FAILURE TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND/OR CORRECTIVE ACTION. A VOTING MEMBER OF THE BOARD OF DIRECTORS OR OF ANY COMMITTEE WHO RECEIVES COMPENSATION FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THE MEMBERS' COMPENSATION. THE ORGANIZATION HAS AN OFFICIAL POLICY THAT INCLUDES A STATEMENT THAT IS TO BE SIGNED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH BY IRC SECTION 6104(D). FORM 990, PART VIII, LINE 8C: THE PRESENTATION OF NET INCOME FROM FUNDRAISING EVENTS IS OFTEN MISLEADING. THE CALCULATION ON LINE 8 SEPARATES OUT THE INCOME RECEIVED FROM CHARITABLE CONTRIBUTIONS, LEAVING ONLY THE DIRECT INCOME FROM TICKET REVENUE, REGISTRATION FEES, AND THE LIKE. AS A RESULT, THE NET INCOME REPORTED ON LINE 8C MAY REPORT A LOSS. HOWEVER, THE GROSS RECEIPTS SHOULD BE VIEWED IN ITS ENTIRETY, WHICH INCLUDE THE CHARITABLE CONTRIBUTION PORTION REPORTED SEPARATELY ON LINE 1C. IN THE CURRENT YEAR, THE TOTAL GROSS RECEIPTS FROM FUNDRAISING EVENTS WAS $1,913,896 ($1,242,367 CONTRIBUTIONS PLUS $671,529 DIRECT EVENT REVENUE). WERE THE CONTRIBUTIONS NOT SEPARATELY REPORTED, THE TOTAL NET INCOME FROM FUNDRAISING EVENTS WAS $1,069,285. FORM 990, PART XI, LINE 9: GRANTS PAID IN PRIOR YEAR, NOT INCLUDED ON AUDITED FINANCIAL STATEMENTS 387,075. UNIVERSAL CITY DEVELOPMENT PARTNERS 1000 UNIVERSAL STUDIOS PLAZA ORLANDO FL 32819 593128514 THEME PARK OPERATIONS FL 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0