2024-01-16T09:48:19-06:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 401 EAST JACKSON ST SUITE 1200 TAMPA FL 33602 990 2022-07-01 650403969 FLORIDA GULF COAST UNIVERSITY FOUNDATION INC FLOR 2397454365 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 339656565 GERARD CARRINGTON CHIEF FINANCIAL OFFICER 2397454365 2024-01-16 1 GERARD CARRINGTON 999009999 1 PAULA WENDLING P00536805 8132511010 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHERINE GREEN 10501 FGCU BOULEVARD SOUTH FORT MYERS FL 339656565 50411465 0 X WWW.FGCU.EDU/FOUNDATION X 1993 FL THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. 50 49 0 51 0 0 23525853 26416685 1280842 1761877 807475 1454757 281142 315945 25895312 29949264 14398390 15996329 0 0 0 0 30238 0 474266 5854192 6032074 20282820 22028403 5612492 7920861 164718359 185699204 2488139 2379522 162230220 183319682 THE FOUNDATION'S MISSION IS TO SUPPORT THE EDUCATIONAL MISSION OF FLORIDA GULF COAST UNIVERSITY. 0 0 20589800 15996329 1761877 THE FOUNDATION RECEIVES AND ADMINISTERS GIFTS AND BEQUESTS FOR EDUCATIONAL AND CHARITABLE PURPOSES FOR THE ADVANCEMENT OF FLORIDA GULF COAST UNIVERSITY. THE FOUNDATION ALSO HOLDS PROPERTY FOR USE BY THE UNIVERSITY INCLUDING LAND USED BY THE COLLEGE OF ARTS AND SCIENCES FOR THE ENVIRONMENTAL STUDIES PROGRAMS, THE HOME OF THE FLORIDA GULF COAST UNIVERSITY VESTER MARINE SCIENCE AND ENVIRONMENTAL EDUCATION CENTER, AND LAND TO BE USED FOR THE UNIVERSITY'S FUTURE EXPANSION NEEDS. 20589800 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 190 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 50 49 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 FL X X GERARD CARRINGTON 2397454365 10501 FGCU BLVD SOUTH FORT MYERS FL 339656565 MICHAEL MARTIN PRESIDENT 10.00 30.00 X X 0 571904 50685 CHARLES KETTEMAN CHAIR 1.00 0.00 X X 0 0 0 MAYELA ROSALES VICE CHAIR 1.00 0.00 X X 0 0 0 GEURT PEET SECRETARY 1.00 0.00 X X 0 0 0 DOUGLAS VANOORT TREASURER 1.00 0.00 X X 0 0 0 RICHARD ACKERT DIRECTOR 1.00 0.00 X 0 0 0 LAWRENCE ANTONUCCI DIRECTOR 1.00 0.00 X 0 0 0 BILL BARKER DIRECTOR 1.00 0.00 X 0 0 0 SUZANNE BOY DIRECTOR 1.00 0.00 X 0 0 0 DAVID CALL DIRECTOR 1.00 0.00 X 0 0 0 HARRY CASIMIR DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH CATTI DIRECTOR 1.00 0.00 X 0 0 0 BARRON COLLIER III DIRECTOR 1.00 0.00 X 0 0 0 MILLER COUSE DIRECTOR 1.00 0.00 X 0 0 0 BRETT DIAMOND DIRECTOR 1.00 0.00 X 0 0 0 CHARLES EDWARDS DIRECTOR 1.00 0.00 X 0 0 0 JEFF FARAMO DIRECTOR 1.00 0.00 X 0 0 0 JEFFREY FRIDKIN DIRECTOR 1.00 0.00 X 0 0 0 JOHN FUMAGALLI DIRECTOR 1.00 0.00 X 0 0 0 MARY BETH GEIER DIRECTOR 1.00 0.00 X 0 0 0 DUDLEY GOODLETTE DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL HARTLEY DIRECTOR 1.00 0.00 X 0 0 0 ONUR HAYTAC DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM HOROWITZ DIRECTOR 1.00 0.00 X 0 0 0 CHARLES IDELSON DIRECTOR 1.00 0.00 X 0 0 0 JAMES KNUPP DIRECTOR 1.00 0.00 X 0 0 0 CLAUDINE LEGER-WETZEL DIRECTOR 1.00 0.00 X 0 0 0 DONALD LESCH DIRECTOR 1.00 0.00 X 0 0 0 W BERNARD LESTER DIRECTOR 1.00 0.00 X 0 0 0 DAVID LUCAS DIRECTOR 1.00 0.00 X 0 0 0 GAIL MARKHAM DIRECTOR 1.00 0.00 X 0 0 0 STEVE MCINTOSH DIRECTOR 1.00 0.00 X 0 0 0 SHAWN MCINTYRE DIRECTOR 1.00 0.00 X 0 0 0 EDWARD MORTON DIRECTOR 1.00 0.00 X 0 0 0 LUCIENNE PEARS DIRECTOR 1.00 0.00 X 0 0 0 FRED PEZESHKAN DIRECTOR 1.00 0.00 X 0 0 0 TRAVUS POPE DIRECTOR 1.00 0.00 X 0 0 0 SHONTRA POWELL DIRECTOR 1.00 0.00 X 0 0 0 BRIAN RIST DIRECTOR 1.00 0.00 X 0 0 0 MARTIN SCHAPPELL DIRECTOR 1.00 0.00 X 0 0 0 SAMANTHA SCOTT DIRECTOR 1.00 0.00 X 0 0 0 LEE SEIDLER DIRECTOR 1.00 0.00 X 0 0 0 JULIET SPROUL DIRECTOR 1.00 0.00 X 0 0 0 PETER SULICK DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL SWINDLE DIRECTOR 1.00 0.00 X 0 0 0 LINDA TAYLOR DIRECTOR 1.00 0.00 X 0 0 0 MYRA WILLIAMS DIRECTOR 1.00 0.00 X 0 0 0 DIANA WILLIS DIRECTOR 1.00 0.00 X 0 0 0 CHARLES WINTON DIRECTOR 1.00 0.00 X 0 0 0 ROBBIE ROEPSTORFF EX OFFICIO 1.00 0.00 X 0 0 0 KATHERINE GREEN EXECUTIVE DIRECTOR 25.00 15.00 X 0 264237 45852 GERARD CARRINGTON CHIEF FINANCIAL OFFICER 30.00 10.00 X 0 152538 34415 DAVID VAZQUEZ ASSISTANT TREASURER 1.00 39.00 X 0 258742 34674 CINDY LEARNED ASSISTANT VICE PRESIDENT 35.00 5.00 X 0 151179 38989 WILLIAM RICE SR. PHILANTHROPY OFFICER 30.00 10.00 X 0 152414 37508 0 1551014 242123 0 0 1 0 OWEN AMES KIMBALL 11941 FAIRWAY LAKES DR FORT MYERS FL 33913 CONSTRUCTION 450579 FLORIDIAN PARTNERS 108 SOUTH MONROE STREET TALLAHASSEE FL 32301 LOBBYING 180410 ARTISTIC SCIENCE LLC 12621 TRADE WAY DR 5 BONITA SPRINGS FL 34135 LIGHT & SOUND PRODUCTION 153300 3 551939 25864746 387986 26416685 FUNDRAISING ACTIVITIES 900099 1377877 1377877 FACILITY RENTAL 531390 384000 384000 1761877 763715 763715 16021190 4890395 15953213 4267330 67977 623065 691042 691042 557603 551939 241658 315945 315945 29949264 1761877 0 1770702 15996329 15996329 528 528 105133 40205 64928 240082 240082 140227 140227 1311077 1178173 127859 5045 58285 48594 3296 6395 1187543 947689 169234 70620 52443 39191 13054 198 81386 76227 4691 468 662081 655926 6155 1281567 923129 90696 267742 42568 42568 176120 71472 55113 49535 UBI TAX 1402 1402 DUES AND SUBSCRIPTIONS 319503 290572 1563 27368 PROGRAM PRODUCTION 285997 285997 GIFTS/ACKNOWLEDGMENTS 55551 36296 9096 10159 30581 30581 22028403 20589800 964337 474266 32704178 44416774 4154557 5491093 1850 94275 48215 4183070 8450400 4183070 117811666 130359147 1175971 817235 325462 383670 164718359 185699204 369177 239020 32000 2086962 2140502 2488139 2379522 X 12503672 13697141 149726548 169622541 162230220 183319682 164718359 185699204 X 7920861 13285433 -116832 X 0 1 X 1 0 X 13207406 24376754 19514768 23525853 26416685 107041466 13207406 24376754 19514768 23525853 26416685 107041466 6303182 100738284 658793 382511 123503 85696 763715 2014218 112538 407397 189709 271504 315945 1297093 110352777 8217896 0.91290 0.89410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 240082 240082 0 PART II-B, LINE 1: IN FY 2023, THE UNIVERSITY CONTINUED TO ENGAGE A THIRD-PARTY COMPANY (FLORIDIAN PARTNERS) TO ADVOCATE FOR FLORIDA GULF COAST UNIVERSITY IN TALLAHASSEE WITH THE FLORIDA LEGISLATURE. 111836988 3113813 12281227 5915827 121316201 129309034 3897182 -16085855 3346794 1936579 111836988 100019129 4961456 29547621 3549394 1669778 129309034 94547577 6377779 3380536 2848900 1437863 100019129 91196780 1049802 6176900 2527982 1347923 94547577 1.00000 0 0 4183070 4183070 4183070 GIFT ANNUITIES PAYABLE 683190 GIFT ANNUITIES 1457312 2140502 43219296 13285433 124826 13410259 29809037 140227 140227 29949264 22129834 241658 241658 21888176 140227 140227 22028403 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT ENDOWED CHAIRS, PROFESSORSHIPS, SCHOLARSHIPS, FELLOWSHIPS AND OTHER PROGRAMS FOR THE BENEFIT OF FLORIDA GULF COAST UNIVERSITY. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES SHOWN IN PART VIII 241,658. CHANGE IN GIFT ANNUITY -116,832. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES SHOWN IN PART VIII 241,658. NIGHT AT NEST 778718 342859 435859 10000 25249 12955 71146 EAGLES GOLF CLASSIC 103950 70960 32990 44636 6767 5 226874 138120 88754 380 12723 35596 961 21245 1109542 551939 557603 10380 57359 60845 13916 99158 241658 315945 1 FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD SOUTH FORT MYERS FL 339656565 650753801 170(C)(1) 15996329 0 SCHOLARSHIPS AND SUPPORT FOR FLORIDA GULF COAST UNIVERSITY 1 0 PART I, LINE 2: THE FOUNDATION IS A DIRECT SUPPORT ORGANIZATION OF FLORIDA GULF COAST UNIVERSITY AND PROVIDES ASSISTANCE BASED ON REQUESTS FROM THE UNIVERSITY AND THE AMOUNT OF AVAILABLE FUNDS FROM RESTRICTED DONATIONS FOR SPECIFIC UNIVERSITY PROGRAMS. FOUNDATION FISCAL MANAGERS MAINTAIN A RUNNING TOTAL OF GRANT FUNDING RECEIVED AND AMOUNTS AVAILABLE FOR DISTRIBUTION. ALL FUNDING REQUESTS ARE REVIEWED FOR ELIGIBILITY PRIOR TO FUNDS BEING DISBURSED INCLUDING CRITERIA AGREED UPON BETWEEN THE DONOR AND THE FOUNDATION. 0 0 0 0 0 0 0 0 0 MICHAEL MARTIN PRESIDENT 0 396292 0 100000 0 75612 0 27172 0 23513 0 622589 0 0 KATHERINE GREEN EXECUTIVE DIRECTOR 0 244511 0 3000 0 16726 0 23049 0 22803 0 310089 0 0 DAVID VAZQUEZ ASSISTANT TREASURER 0 240513 0 3000 0 15229 0 22884 0 11790 0 293416 0 0 CINDY LEARNED ASSISTANT VICE PRESIDENT 0 146796 0 3000 0 1383 0 17046 0 21943 0 190168 0 0 WILLIAM RICE SR. PHILANTHROPY OFFICER 0 147163 0 3000 0 2251 0 17216 0 20292 0 189922 0 0 GERARD CARRINGTON CHIEF FINANCIAL OFFICER 0 148330 0 3000 0 1208 0 14123 0 20292 0 186953 0 0 X 25 387986 AVG. TRADING VALUE 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS THE OFFICERS AND COMMITTEE CHAIRS ALONG WITH THE UNIVERSITY PRESIDENT AND BOARD OF TRUSTEES' DESIGNEE. THE FOUNDATION BYLAWS GIVE THE EXECUTIVE COMMITTEE AUTHORITY TO ACT FOR THE BOARD OF DIRECTORS BETWEEN MEETINGS, EXCEPT FOR CHANGING THE ARTICLES OF INCORPORATION OR BYLAWS OR APPOINTING DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND IS REVIEWED BY THE AUDIT COMMITTEE, EXECUTIVE DIRECTOR, AND CFO PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FOUNDATION BOARD MEMBERS ARE SUBJECT TO A CONFLICT OF INTEREST POLICY, AND ARE REQUIRED TO ANNUALLY REVIEW THE POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. IF A CONFLICT IS DISCLOSED, THE EXECUTIVE DIRECTOR AND CHAIR OF THE COMMITTEE DISCUSS IT WITH THE DIRECTOR AND DETERMINE HOW IT SHOULD BE HANDLED. BOARD PRACTICE IS THAT A DIRECTOR WITH A CONFLICT WOULD ABSTAIN FROM VOTING OR DISCUSSING THE RELEVANT MATTER. KEY EMPLOYEES ARE SUBJECT TO THE UNIVERSITY'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS DETERMINED UNDER THE HUMAN RESOURCE POLICIES OF THE UNIVERSITY. THE FOUNDATION RELIES ON THE UNIVERSITY TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CFO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FORM 990 ARE ON THE FOUNDATION'S WEBSITE AND ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE. FORM 990, PART XI, LINE 9: CHANGE IN GIFT ANNUITY -116,832. FLORIDA GULF COAST UNIVERSITY 10501 FGCU BLVD FORT MYERS FL 33965 650753801 EDUCATION FL 170(C)(1) N/A 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0