2023-09-28T10:20:36-05:00 2023-06-30 990 2022-07-01 264028305 FLORIDA STATE UNIVERSITY COLLEGE OF BUSI FLOR 8506447868 ATTN STEVE PERFECT PHD CFA TALLAHASSEE FL 323061110 WILLIAM CHRISTIANSEN TREASURER 8506447868 2023-09-25 WILLIAM CHRISTIANSEN 999009999 1 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM CHRISTIANSEN ATTN STEVE PERFECT PHD CFA TALLAHASSEE FL 323061110 8943145 0 X N/A X 2009 FL OBTAINS FUNDING THROUGH DONOR GIFTS TO SUPPORT A STUDENT MANAGED INVESTMENT FUND AND OTHER FSU COLLEGE OF BUSINESS PROGRAMS. THE ORGANIZATION SUPPORTS THE FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS UNDERGRADUATE AND GRADUATE STUDENT EDUCATION THROUGH ACTIVE PARTICIPATION IN FINANCIAL MARKETS. THE ORGANIZATION PERMITS STUDENTS TO MANAGE AN INVESTMENT FUND, UNDER THE GUIDANCE, ASSISTANCE, AND SUPERVISION OF FLORIDA STATE UNIVERSITY FACULTY AND BOARD OVERSIGHT OF THE ORGANIZATION, INCLUDING STOCK SELECTION AND MANAGEMENT OF A REAL PORTFOLIO, THUS GAINING HANDS-ON MANAGEMENT EXPERIENCE. THE ORGANIZATION HELPS STUDENTS TO DEVELOP THEIR INTUITION AND PROVIDE A PRACTICAL APPLICATION FOR INVESTMENT STRATEGY AND DECISIONS. THE ORGANIZATION ASSISTS OTHER FACETS OF THE FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS MISSION. 9 5 0 0 0 0 320000 0 0 0 435685 25434 0 0 755685 25434 0 0 0 0 0 0 0 0 0 11552 15843 11552 15843 744133 9591 5424345 7735723 4075474 6349332 1348871 1386391 SEE SCHEDULE O 0 0 9593 THE ORGANIZATION PERMITS STUDENTS TO MANAGE AN INVESTMENT FUND, UNDER THE GUIDANCE, ASSISTANCE, AND SUPERVISION OF FLORIDA STATE UNIVERSITY FACULTY AND BOARD OVERSIGHT OF THE ORGPNIZATION, INCLUDING STOCK SELECTION AND MANAGEMENT OF A REAL PORTFOLIO, THUS GAINING HANDS-ON MANAGEMENT EXPERIENCE. THE ORGANIZATION HELPS STUDENTS TO DEVELOP THEIR INTUITION AND PROVIDE A PRACTICAL APPLICATION FOR INVESTMENT STRATEGY AND DECISIONS. 9593 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 5 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 FL X STEVEN B PERFECT 8506447868 821 ACADEMIC WAY RBA 509 TALLAHASSEE FL 32306 MICHAEL HARTLINE CHAIR 2.00 X X 440934 0 41292 STEVEN B PERFECT VICE CHAIR 2.00 X X 240065 0 40680 WILLIAM CHRISTIANSEN TREASURER/SECRETARY 2.00 X X 242991 0 41434 MICHAEL WILLIAMS DIRECTOR 2.00 X 241288 0 95470 PETER COLLINS DIRECTOR 2.00 X 0 0 0 DIAHANN LASSUS DIRECTOR 2.00 X 0 0 0 JOHN LUSK DIRECTOR 2.00 X 0 0 0 PETER JONES DIRECTOR 2.00 X 0 0 0 KYLE RIVA DIRECTOR 2.00 X 0 0 0 ERIC MUNOZ DIRECTOR 2.00 X 0 0 0 ROY APPLE DIRECTOR 2.00 X 0 0 0 1165278 0 218876 4 0 1 0 0 179099 179099 8764046 8917711 -153665 -153665 -153665 25434 -153665 0 179099 6250 6250 9593 9593 15843 9593 6250 0 71146 1565938 5353199 6169785 5424345 7735723 4075474 6349332 4075474 6349332 X 0 0 0 0 1348871 1386391 1348871 1386391 5424345 7735723 X 9591 301787 -273858 X X 0 1 X 1 0 X 320000 320000 18465 18465 18465 18465 18465 92325 18465 18465 18465 338465 18465 412325 412325 66215 68344 65111 98169 179099 476938 889263 0.46370 0.55210 X 0 DOMESTIC AND INTERNATIONAL STOCKS 6169785 F 6169785 DUE TO THE FSU FOUNDATION 6349332 6349332 X 53363 301787 -273858 27929 25434 0 25434 15843 0 15843 0 15843 PART X, LINE 2: FIN 48 FOOTNOTE - MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE FUND'S TAX-EXEMPT STATUS, AND BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CURRENT GAINS (LOSSES) ALLOCATED TO FSU FOUNDATION PART XI, LINE 2D - OTHER ADJUSTMENTS: CURRENT GAINS (LOSSES) ALLOCATED TO FSU FOUNDATION 0 0 0 0 0 0 0 0 0 MICHAEL HARTLINE CHAIR 440934 0 0 0 0 0 0 0 0 0 440934 0 0 0 WILLIAM CHRISTIANSEN TREASURER/SECRETARY 242991 0 0 0 0 0 0 0 0 0 242991 0 0 0 MICHAEL WILLIAMS DIRECTOR 241288 0 0 0 0 0 0 0 0 0 241288 0 0 0 STEVEN B PERFECT VICE CHAIR 240065 0 0 0 0 0 0 0 0 0 240065 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW HAS OR WILL BE CONDUCTED FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART XI, LINE 9: CURRENT GAINS (LOSSES) ALLOCATED TO FSU FOUNDATION -273,858. FORM 990, PART XII, LINE 2C: NO CHANGES TO OVERSIGHT PROCESS DURING THE YEAR. THE FLORIDA STATE UNIVERSITY 600 W COLLEGE AVENUE TALLAHASSEE FL 32306 591961248 UNIVERSITY FL N/A 0 FLORIDA STATE UNIVERSITY FOUNDATION 325 W COLLEGE AVENUE TALLAHASSEE FL 30301 596152180 FOUNDATION FL THE FLORIDA STATE UNIVERSITY 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 FLORIDA STATE UNIVERSITY FOUNDATION C 2000000 CASH RECEIPTS