2024-11-04T12:25:09-06:00 2023-12-31 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2023-01-01 593510383 UNIVERSAL ORLANDO FOUNDATION INC UNIV 4072243729 1000 UNIVERSAL STUDIOS PLAZA ORLANDO FL 328197601 TRACEY STOCKWELL TREASURER 4072247905 2024-11-04 1 0 KRISTEN BARNETT P01234578 8133162300 2024-11-04 2023 2024-10-15 13:58:12Z JOHN SPROULS 1000 UNIVERSAL STUDIOS PLAZA ORLANDO FL 328197601 4626237 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. 12 3 0 150 0 0 3458049 3608292 0 0 0 0 -173082 58981 3284967 3667273 3400406 2668844 0 0 28601 41226 0 0 563996 592887 590342 4021894 3300412 -736927 366861 2816915 3074608 912124 802956 1904791 2271652 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 1631882 1631882 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. 306107 264881 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. 275500 275500 COMPASSION FUND - THIS FUND FOCUSES ON ORGANIZATIONS THAT PROVIDE SERVICES FOR CHILDREN WITH LIFE-THREATENING ILLNESSES OR DISABILITIES. 496581 496581 BASIC NEEDS FUND: FOCUSES ON ORGANIZATIONS THAT PROVIDE BASIC SERVICES SUCH AS FOOD, CLOTHING, AND SHELTER. (EXPENSE: $196,581, GRANTS: $196,581)ARTS & CULTURE FUND: FOCUSES ON ORGANIZATIONS THAT PROVIDE ARTS AND CULTURAL PROGRAMS THROUGHOUT THE COMMUNITY. (EXPENSE: $137,500, GRANTS: $137,500)EDUCATION FUND: FOCUSES ON ORGANIZATIONS THAT ARE MAKING A DIFFERENCE IN EDUCATION YOUTH IN OUR COMMUNITY. (EXPENSE: $162,500, GRANTS: $162,500) 496581 496581 2710070 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 12 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 SR. DIRECTOR 30.00 10.00 X 0 172877 40387 JOHN SPROULS PRESIDENT 1.00 X X 0 0 0 TRACEY STOCKWELL TREASURER 1.00 40.00 X X 0 860363 52807 JUDITH LUENGAS SECRETARY 1.00 40.00 X X 0 577117 39979 SANDRA CHEN ASSISTANT SECRETARY 1.00 40.00 X X 0 366837 39476 DAVE BARTEK DIRECTOR 1.00 X 0 0 0 CHARLIE GUNDACKER DIRECTOR 1.00 40.00 X 0 829753 42744 MICHAEL HANLEY DIRECTOR 1.00 X 0 0 0 SCOT LAFERTE DIRECTOR 1.00 40.00 X 0 680567 30274 PETER LATHAM DIRECTOR 1.00 X 0 0 0 CATHY ROTH DIRECTOR 1.00 40.00 X 0 1112063 52548 BRAD SINGH DIRECTOR 1.00 40.00 X 0 515838 52352 XIOMARA WILEY DIRECTOR 1.00 X 0 0 0 DIANE O'DELL EXCUTIVE DIRECTOR 15.00 25.00 X 0 284985 38086 0 5400400 388653 0 0 1 0 0 X 1091259 2517033 1103169 3608292 1017945 1091259 958964 58981 58981 3667273 0 0 58981 2585192 2585192 83652 83652 41226 41226 14175 14175 FUNDRAISING EXPENSES 563996 563996 CREDIT CARD FEES 12171 12171 3300412 2710070 26346 563996 1325036 1388072 1491879 1686536 2816915 3074608 3936 0 653212 554394 44999 15000 209977 233562 912124 802956 X 239151 452842 1665640 1818810 1904791 2271652 2816915 3074608 366861 0 X 0 1 X 0 0 X 3260095 2813899 2632709 3458049 3608292 15773044 3260095 2813899 2632709 3458049 3608292 15773044 4899995 10873049 949883 275580 741905 671529 1017944 3656841 19429885 0.55960 0.61420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO UNIVERSAL CITY DEVELOPMENT PARTNERS, LTD 233562 233562 X 4881837 255600 958964 1214564 3667273 0 3667273 4514976 255600 958964 1214564 3300412 0 3300412 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 2020 THROUGH 2023, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF DECEMBER 31, 2023, 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, 2023, 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 958,964. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE 958,964. CHARITY CLASSIC 628750 428478 200272 230645 FRIGHT TO REMEMBER 576940 100709 476231 324909 2 903514 562072 341442 403410 2109204 1091259 1017945 958964 958964 58981 1 8 CENTS IN A JAR INC PO BOX 8 APOPKA FL 32704 813359383 501(C)(3) 10000 0 SPARK GRANT PROGRAM - CAPACITY BUILDING NEEDS A GIFT FOR TEACHING 6501 MAGIC WAY BLDG 400C ORLANDO FL 328095677 593515162 501(C)(3) 151500 0 UGIVE GRANT, 2023 BACKPACKS, MULTIPLYING THE MOMENTUM ARTREACH ORLANDO INC PO BOX 1329 WINTER PARK FL 327901329 460609451 501(C)(3) 10000 0 ARTISTS IN WONDERSTUDIO: FALL AND SPRING DIGITAL ART SERIES BOY SCOUTS OF AMERICA CENTRAL FLORIDA CO 1951SORANGEBLOSSOMTRLNO102 APOPKA FL 32703 590624376 501(C)(3) 14250 0 UGIVE GRANT BOYS & GIRLS CLUBS OF CENTRAL FLORIDA 101 E COLONIAL DRIVE ORLANDO FL 328011201 590951887 501(C)(3) 101500 0 UGIVE GRANT, MENTAL HEALTH MYTH BUSTERS & SOCIAL EMOTIONAL LEARNING PROGRAMMING CAMARADERIE FOUNDATION INC 16877 E COLONIAL DR 411 ORLANDO FL 32820 270593856 501(C)(3) 30000 0 COUNSELING SUPPORT FOR VETERANS, SERVICE MEMBERS AND THEIR FAMILIES CANINE COMPANIONS FOR INDEPENDENCE 8150 CLARCONA OCOEE RD ORLANDO FL 32818 942494324 501(C)(3) 13500 0 UGIVE GRANT AND 2023 YEAREND OPERATING GRANT CHANCE 2 DANCE INC 540 S MAITLAND AVE MAITLAND FL 32751 811571509 501(C)(3) 20500 0 CHANCE 4 CHANGE SCHOLARSHIP CHILDREN'S HOME SOCIETY 5768 S SEMORAN BLVD ORLANDO FL 32822 590192430 501(C)(3) 110750 0 UGIVE GRANT, CHILDREN'S ADVOCACY CENTER, SOARING EAGLES LITERACY PROGRAM CHRISTIAN SHARING CENTER INC 600 N HIGHWAY 17-92 LONGWOOD FL 32750 592744535 501(C)(3) 50000 0 PROJECTRISE CITY YEAR ORLANDO 201 S ORANGE AVE SUITE 600 ORLANDO FL 32801 222882549 501(C)(3) 10000 0 2023 YEAREND OPERATING GRANT COALITION FOR THE HOMELESS OF CENTRAL FLORIDA 18 N TERRY AVE ORLANDO FL 328012211 592814255 501(C)(3) 25000 0 2023 YEAREND OPERATING GRANT CONDUCTIVE EDUCATION CENTER OF ORLANDO INC 931 S SEMORAN BLVD ORLANDO FL 32792 593711800 501(C)(3) 27500 0 EARLY CHILDHOOD INTERVENTION PROGRAM FOR CHILDREN WITH DISABILITIES (YOUNGSTER PROGRAM) ELEVATE ORLANDO 807 S ORLANDO AVE SUITE L WINTER PARK FL 32789 263330456 501(C)(3) 40000 0 COLLEGE AND CAREER PIPELINE PROGRAM EMBRACE FAMILIES SOLUTIONS INC 4001 PELEE ST ORLANDO FL 32817 452843994 501(C)(3) 10000 0 CHILDREN'S ADVOCACY CENTER OSCEOLA FAMILY PROMISE OF GREATER ORLANDO INC 1000 CLAY ST WINTER PARK FL 327895437 593679904 501(C)(3) 50000 0 SUV PROGRAM (SERVING UNHOUSED VETERANS) FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS INC 445 W AMELIA ST STE 901 ORLANDO FL 328011153 592788435 501(C)(3) 26500 0 UGIVE GRANT AND 2023 YEAREND OPERATING GRANT FOUNDATION FOR SEMINOLE STATE COLLEGE 1055 AAA DRIVE HEATHROW FL 327465072 237033822 501(C)(3) 10750 0 UGIVE GRANT, 2023 YEAREND OPERATING GRANT GIVE KIDS THE WORLD INC 210 S BASS RD KISSIMMEE FL 347466034 592654440 501(C)(3) 20500 0 UGIVE GRANT, 2023 YEAREND OPERATING GRANT HABITAT FOR HUMANITY 4116 SILVER STAR RD ORLANDO FL 328084636 592789167 501(C)(3) 10750 0 UGIVE GRANT, 2023 YEAREND OPERATING GRANT HOLOCAUST MEMORIAL RESOURCE AND EDUCATION CENTER OF FLORIDA 851 NORTH MAITLAND AVENUE MAITLAND FL 32751 592219851 501(C)(3) 10000 0 2023 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 2023 YEAREND OPERATING GRANT HOPE HELPS INC 812 EYRIE DR OVIEDO FL 32765 208490916 501(C)(3) 21000 0 UGIVE GRANT, HOPE HELPS RESOURCE CENTER FOOD PANTRY/KIDS OF HOPE IDIGNITY INC 424 E CENTRAL BLVD 199 ORLANDO FL 328011923 010921490 501(C)(3) 40000 0 IDIGNITY - IDENTIFICATION SERVICES INTERNATIONAL FRINGE FESTIVAL OF CENTRAL FLORIDA INC 812 E ROLLINGS ST STE 300 ORLANDO FL 32803 753012108 501(C)(3) 48250 0 UGIVE, 2023 YEAREND OPERATING GRANT, FRINGE YOUTH EDUCATION PROGRAMMING JUNIOR ACHIEVEMENT OF CENTRAL FLORIDA 2121 CAMDEN ROAD ORLANDO FL 32803 590972112 501(C)(3) 10000 0 2023 YEAREND OPERATING GRANT KIDS HOUSE OF SEMINOLE INC 5467 N RONALD REAGAN GLVD SANFORD FL 32773 593415005 501(C)(3) 10000 0 THERAPEUTIC SERVICES LAKE SUMTER CHILDREN'S ADVOCACY CENTER INC 300 S CANAL STREET LEESBURG FL 34748 593466574 501(C)(3) 10000 0 LSCAC COMMUNITY COLLABORATION LGBT PLUS CENTER ORLANDO INC 946 N MILLS AVE ORLANDO FL 32803 591884445 501(C)(3) 17331 0 UGIVE GRANT, CASE MANAGEMENT SUPPORT LIGHTHOUSE CENTRAL FLORIDA INC 2500 KUNZE AVENUE ORLANDO FL 32806 592418228 501(C)(3) 40000 0 2023 YEAREND OPERATING GRANT, VISION REHABILITATION SERVICES FOR CENTRAL FLORIDA YOUTH MAKE-A-WISH FOUNDATION OF CENTRAL & NORTHERN FL 1020 N ORLANDO AVE STE 100 MAITLAND FL 327514514 593235806 501(C)(3) 62500 0 UGIVE GRANT, 2023 YEAREND OPERATING GRANT, WISH GRANTING MAN UP MENTORING INC PO BOX 2023 ORLANDO FL 32802 464744524 501(C)(3) 10000 0 SPARK GRANT PROGRAM - CAPACITY BUILDING NEEDS NEED TO READ INC 8053 GILLIAM ROAD ORLANDO FL 32703 611889828 501(C)(3) 40000 0 LITERACY EVENTS NEMOURS FOUNDATION 6535 NEMOURS PARKWAY ORLANDO FL 32827 590634433 501(C)(3) 131000 0 UGIVE GRANT, MUSIC THERAPY, NEMOURS SWIM ACADEMY NEW HOPE FOR KIDS 544 MAYO AVE MAITLAND FL 327514573 591791345 501(C)(3) 20000 0 NEW HOPE FOR KIDS WISHES FOR KIDS OPERA ORLANDO 406 E AMELIA ST ORLANDO FL 32803 270406958 501(C)(3) 35000 0 FRIDA ORLANDO AFTER-SCHOOL ALL-STARS INC 595 N PRIMROSE DR ORLANDO FL 328035014 593313614 501(C)(3) 10000 0 2023 YEAREND OPERATING GRANT ORLANDO GAY CHORUS 4409 HOFFNER AVE 311 ORLANDO FL 32812 593008188 501(C)(3) 13000 0 UGIVE GRANT, SPARK GRANT PROGRAM - CAPACITY BUILDING NEEDS ORLANDO HEALTH FOUNDATION INC 3160 SOUTHGATE COMMERCE BLVD SUITE ORLANDO FL 328068549 592244943 501(C)(3) 50000 0 THE HEALING TREE, BRINGING HOPE TO CHILDREN AND FAMILIES FACING SEVERE ILLNESS AND INJURY AND 2023 YEAREND OPERATING GRANT ORLANDO PHILHARMONIC ORCHESTRA 425 N BUMBY AVE ORLANDO FL 328036027 593058884 501(C)(3) 30000 0 MUSIC IS UNIVERSAL: ORLANDO PHILHARMONIC ORCHESTRAS YOUTH EDUCATION ORLANDO FAMILY STAGE 1001 E PRINCETON ST ORLANDO FL 328031451 591056385 501(C)(3) 101500 0 UGIVE GRANT, THEATRE FOR THE VERY YOUNG COMMUNITY OUTREACH PRODUCTIONS ORLANDO SCIENCE CENTER INC 777 E PRINCETON ST ORLANDO FL 328031250 590896343 501(C)(3) 10000 0 2023 YEAREND OPERATING GRANT OSCEOLA ARTS 2411 EIRLO BRONSON HIGHWAY KISSIMMEE FL 34744 596179937 501(C)(3) 25000 0 YOUNG ACTORS COMPANY THEATER ENHANCEMENT OSCEOLA COUNCIL ON AGING 700 GENERATION POINT KISSIMMEE FL 34744 591595398 501(C)(3) 100000 0 FOOD FOR FAMILIES QUEST INC 1509 E COLONIAL DR SUITE 300 ORLANDO FL 32803 592013160 501(C)(3) 100750 0 UGIVE GRANT, QUEST'S CAMP THUNDERBIRD YOUTH EXPERIENCES SALT OUTREACH INC 100 E PINE ST ORLANDO FL 32801 455360995 501(C)(3) 100000 0 SEMINOLE COUNTY MOBILE DROP-IN CENTER SECOND HARVEST FOOD BANK 411 MERCY DR ORLANDO FL 32805 592142315 501(C)(3) 457250 0 UGIVE GRANT, PROCEEDS FROM CHARITY DOUGHNUT, AND BITES, CAMERA, ACTION SHEPHERDS HOPE INC 455 9TH ST WINTER GARDEN FL 347873685 593420727 501(C)(3) 40000 0 2023 YEAREND OPERATING GRANT, THE UNINSURED & UNDERSERVED SO YOU WANT YOUR NAME IN LIGHTS CORPORATION PO BOX 551563 ORLANDO FL 32855 861444679 501(C)(3) 10000 0 SPARK GRANT PROGRAM - CAPACITY BUILDING NEEDS SPECIAL OLYMPICS FLORIDA INC 1915 DON WICKHAM DRIVE CLERMONT FL 34711 237181560 501(C)(3) 10000 0 2023 YEAREND OPERATING GRANT SUNSYSTEM DEVELOPMENT CORPORATION 800 NORTH MAGNOLIA AVENUE ORLANDO FL 32803 592219301 501(C)(3) 30750 0 UGIVE GRANT, ART THERAPY PROGRAM TANGELO PARK ELEMENTARY 5115 ANZIO ST ORLANDO FL 32819 501(C)(3) 30000 0 AFTERSCHOOL TUTORING THE BOGGY CREEK GANG INC 30500 BRANTLEY BRANCH RD EUSTIS FL 327369596 593012889 501(C)(3) 10750 0 UGIVE GRANT, 2023 YEAREND OPERATING GRANT UCP OF CENTRAL FLORIDA 3305 S ORANGE AVE ORLANDO FL 32806 590799925 501(C)(3) 10000 0 2023 YEAREND OPERATING GRANT UNITED ARTS OF CENTRAL FLORIDA 216 PASADENA PLACE ORLANDO FL 32803 591166445 501(C)(3) 10000 0 2023 YEAREND OPERATING GRANT UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC 12424 RESEARCH PKWY STE 140 ORLANDO FL 328263257 596211832 501(C)(3) 10000 0 2023 YEAREND OPERATING GRANT URBAN THINK FOUNDATION INC DBA PAGE 15 PO BOX 533709 ORLANDO FL 32853 262534274 501(C)(3) 25000 0 LANGUAGE ARTS & EMPOWERMENT PROGRAMS VALENCIA COLLEGE FOUNDATION 1768 PARK CENTER DRIVE ORLANDO FL 328356200 237442785 501(C)(3) 11000 0 UGIVE GRANT, 2023 YEAREND OPERATING GRANT, ART OF TOMORROW ZEBRA COALITION 911 N MILLS AVE ORLANDO FL 32803 271645847 501(C)(3) 14000 0 UGIVE GRANT, 2023 YEAREND OPERATING GRANT 63 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 83652 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 CATHY ROTH DIRECTOR 0 538050 0 230554 0 343459 0 19800 0 32748 0 1164611 0 0 TRACEY STOCKWELL TREASURER 0 516197 0 216605 0 127561 0 19800 0 33007 0 913170 0 0 CHARLIE GUNDACKER DIRECTOR 0 476948 0 179132 0 173673 0 19800 0 22944 0 872497 0 0 SCOT LAFERTE DIRECTOR 0 427561 0 156986 0 96020 0 18088 0 12186 0 710841 0 0 JUDITH LUENGAS SECRETARY 0 405666 0 127670 0 43781 0 19800 0 20179 0 617096 0 0 BRAD SINGH DIRECTOR 0 327954 0 120930 0 66954 0 19800 0 32552 0 568190 0 0 SANDRA CHEN ASSISTANT SECRETARY 0 276734 0 72575 0 17528 0 19800 0 19676 0 406313 0 0 DIANE O'DELL EXCUTIVE DIRECTOR 0 211233 0 55396 0 18356 0 15998 0 22088 0 323071 0 0 VALERIE READ SR. DIRECTOR 0 152321 0 19732 0 824 0 10323 0 30064 0 213264 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 $43,780.70 -STOCKWELL $111,517.11 -CHEN $17,528.26 -LAFERTE $87,523.69 -O'DELL $17,528.26 -SINGH $47,493.30 -LUENGAS $43,780.70 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 $5,512.62 -ROTH $5,394.20 -READ $453.53 -STOCKWELL $5,394.20 -LAFERTE $5,464.75 -SINGH $5,429.04 X TICKETS 10 865354 FMV X FOOD & BEV. 24 199855 FMV X MISCELLANEOUS 6 37960 FMV 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 $2,109,203 ($1,091,259 CONTRIBUTIONS PLUS $1,017,944 DIRECT EVENT REVENUE). WERE THE CONTRIBUTIONS NOT SEPARATELY REPORTED, THE TOTAL NET INCOME FROM FUNDRAISING EVENTS WAS $1,150,239. 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