2024-07-17T07:46:01-05:00 2023-09-30 580692043 MAULDIN & JENKINS LLC 1401 MANATEE AVE W STE 1200 BRADENTON FL 34205 990 2022-10-01 591843274 THE STATE COLLEGE OF FLORIDA FOUNDATION INC STAT 9417525390 5840 26TH STREET WEST BRADENTON FL 342073522 CASSANDRA HOLMES EXECUTIVE DIRECTOR 9417525390 2024-07-17 1 CASSANDRA HOLMES 999009999 1 BRIAN CARTER P00536712 9417474483 2024-07-17 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CASSANDRA HOLMES 5840 26TH STREET WEST BRADENTON FL 342073522 16490366 0 X WWW.SCF-FOUNDATION.ORG X 1978 FL TO RAISE AND MANAGE FUNDS TO ADVANCE THE COLLEGE'S PRIORITIES 18 17 0 97 0 0 3822830 3915881 0 0 8391425 4250246 142591 116267 12356846 8282394 3827492 2889418 0 0 0 0 0 0 237455 1003102 1527337 4830594 4416755 7526252 3865639 71143239 78897758 1256463 1223606 69886776 77674152 THE FOUNDATION IS ORGANIZED TO PROVIDE CHARITABLE AND EDUCATIONAL AID TO STATE COLLEGE OF FLORIDA, MANATEE-SARASOTA AND ITS STUDENTS 0 0 2172678 2006511 FOUNDATION PROVIDES SCHOLARSHIPS TO STUDENTS OF STATE COLLEGE OF FLORIDA, MANATEE-SARASOTA. 1155551 882907 FOUNDATION PROVIDES FUNDS FOR EQUIPMENT, SUPPLIES,AND OTHER PROGRAM MATERIALS TO STATE COLLEGE OF FLORIDA, MANATEE-SARASOTA 3328229 1 1 0 1 0 0 0 0 0 1 0 1 0 0 1 1 1 1 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 29 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X CASSANDRA HOLMES EXECUTIVE DIRECTOR 9417525390 5480 26TH STREET WEST BRADENTON FL 34207 CHRISTOPHER ROMINE PRESIDENT 2.00 X X 0 0 0 DOROTHY KORSZEN PAST PRESIDENT 2.00 X 0 0 0 LAURA COTA VICE PRESIDENT 2.00 X X 0 0 0 JODI ALLEN TREASURER 2.00 X X 0 0 0 MICHAEL J FULLER BOT LIASION 2.00 X 0 0 0 DEBI COHOON DIRECTOR 2.00 X 0 0 0 KATHLEEN CUCCI DIRECTOR 2.00 X 0 0 0 VERNON DESEAR DIRECTOR 2.00 X 0 0 0 JANE ESBECK DIRECTOR 2.00 X 0 0 0 ATTICUS FRANK DIRECTOR 2.00 X 0 0 0 LISA KREBS-KNEPP DIRECTOR 2.00 X 0 0 0 LOIS LUCEK DIRECTOR 2.00 X 0 0 0 CINDY MCCOLLUM DIRECTOR 2.00 X 0 0 0 ALIX MORIN VICE PRESIDENT 2.00 X 0 0 0 JEFF PHILLIPS DIRECTOR 2.00 X 0 0 0 DR CAROL PROBSTFELD DIRECTOR 2.00 X 0 0 0 CAROL WHITMORE DIRECTOR 2.00 X 0 0 0 JERILYNN CHAPIN DIRECTOR 2.00 X 0 0 0 CASSANDRA HOLMES SECRETARY/EXECUTIVE DIRECT 40.00 X 0 158813 0 0 158813 0 0 0 1 0 0 145588 3770293 603122 3915881 3898018 3898018 8442346 8090118 352228 352228 352228 234121 145588 117854 116267 116267 8282394 0 0 4366513 882907 882907 2006511 2006511 18250 18250 49400 49400 450967 450967 26478 26478 7414 105 6831 478 64695 51718 8028 4949 30400 30400 4453 278 4156 19 6400 6400 PERSONNEL 808043 332334 250078 225631 COMMUNITY SUPPORT 43906 4496 39410 DONOR RECOGNITION 8085 480 2377 5228 ALUMNI DEVELOPMENT 4293 3143 1150 4553 4553 4416755 3328229 851071 237455 918563 1662831 15100 6600 4000 44195 41695 68205471 75379564 1955910 1807068 71143239 78897758 50479 26599 42350 70467 1163634 1126540 1256463 1223606 X 10508737 11584684 59378039 66089468 69886776 77674152 71143239 78897758 X 3865639 3838604 83133 X X 0 1 X 1 0 X 3141488 2784619 5100511 3916404 3915881 18858903 3141488 2784619 5100511 3916404 3915881 18858903 307904 18550999 2750767 1736195 1811163 7272310 3898018 17468453 1000 2467 5560 9027 36336383 663298 0.51050 0.51940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 49400 0 0 49400 0 PART II-B, LINE 1: TO ENABLE THE ORGANIZATION TO HAVE A VOICE IN TALLAHASSEE IN ORDER TO GET EQUITABLE FUNDING THROUHOUT THE COLLEGE COMMUNITIES. 66396740 1206609 7637878 1719963 73521264 57898788 19044579 -8588423 1958204 66396740 46312607 1647451 10897230 958500 57898788 44523520 93166 2789165 1093244 46312607 44655178 75129 966601 1257814 44523520 0.12650 0.16380 0.70970 1 0 0 SEI - US EQUITIES 23988023 F SEI - FIXED INCOME 14398984 F SEI - INTERNATIONAL 16075567 F SEI - OTHER 493353 F SEI - ALTERNATIVE 20423637 F 75379564 DUE TO STATE COLLEGE OF FLORIDA 1112172 ANNUITY LIABILITIES 14368 1126540 X 11787885 3838604 117854 3956458 7831427 450967 450967 8282394 4083642 117854 117854 3965788 450967 450967 4416755 PART V, LINE 4: THE STATE COLLEGE OF FLORIDA FOUNDATION USES ITS ENDOWMENT FUNDS TO PROVIDE SCHOLARSHIPS TO STUDENTS OF THE STATE COLLEGE OF FLORIDA, MANATEE-SARASOTA. THE FOUNDATION ALSO USES ENDOWMENT FUNDS TO PROVIDE EQUIPMENT, SUPPLIES, AND OTHER PROGRAM MATERIALS TO THE COLLEGE. PART X, LINE 2: THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL INCOME AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE STATE LAW. THE FOUNDATION IS REQUIRED TO PAY INCOME TAXES ON THE EXCESS OF REVENUES DERIVED FROM ACTIVITIES UNRELATED TO THE TAX EXEMPT PURPOSE OF THE FOUNDATION OVER THE RELATED EXPENSES. THE FOUNDATION FOLLOWS ACCOUNTING STANDARD CODIFICATION 740 RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS PROVISION REQUIRES ALL TAX POSITIONS THAT MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AT THE EFFECTIVE DATE ARE RECOGNIZED (OR CONTINUE TO BE RECOGNIZED) UPON ADOPTION. MANAGEMENT HAS REVIEWED THEIR TAX POSITIONS AND CONCLUDED NO LIABILITY OR UNCERTAIN TAX POSITIONS, OR ANY INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, SHOULD BE RECOGNIZED IN THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION FILES THEIR INCOME TAX RETURNS IN THE UNITED STATES OF AMERICA. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSE OF SPECIAL EVENTS 117,854. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSE OF SPECIAL EVENTS 117,854. EVENING UNDER THE STARS 171669 63243 108426 58352 ANNUAL SCHOLARSHIP LUNCHEON 113973 50533 63440 14167 1 94067 31812 62255 45335 379709 145588 234121 117854 117854 116267 1 STATE COLLEGE OF FLORIDA MANATEE-SARASOTA 5840 26TH STREET WEST BRADENTON FL 34207 596031182 501(A) 882907 0 TO PROVIDE EQUIPMENT, SUPPLIES, SALARIES & CONTRACT SERVICESOTHER PROGRAM MATERIALS TO HELP FURTHER THE MISSION OF THE COLLEGE. 1 0 SCHOLARSHIPS 1987 2006511 X 0 0 0 0 0 0 0 0 0 CASSANDRA HOLMES SECRETARY/EXECUTIVE DIRECT 0 138089 0 0 0 20724 0 0 0 0 0 158813 0 0 X SALARY SUPPORT 1 510576 X RENT 1 30400 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AUDITORS PRESENT 990 TO THE AUDIT COMMITTEE FOR REVIEW, DISCUSSION AND ACTION; TREASURER PRESENTS THE 990 TO THE FULL BOARD FOR REVIEW, DISCUSSION AND ACTION; IN ADDITION THE FOUNDATION SHARES THE ANNUAL 990 WITH THE COLLEGE'S BOARD OF TRUSTEES AND THE STATE OF FLORIDA DEPARTMENT OF EDUCATION. FORM 990, PART VI, SECTION B, LINE 12C YES, ANNUALLY EACH BOARD MEMBER IS GIVEN THE POLICY AND ASKED TO SIGN. AT ALL COMMITTEE MEETINGS AND MEETINGS OF BOARD OF DIRECTORS, THE FOUNDATION'S EXECUTIVE DIRECTOR AND/OR ATTORNEY MONITOR DISCUSSION AND ACTIONS TO ENSURE THAT THE BOARD IS IN COMPLIANCE WITH THE POLICY PRIOR TO ANY ACTION BEING VOTED ON. IN THE INSTANCE WHERE A BOARD MEMBER DOES HAVE A CONFLICT OF INTEREST, THEY ARE REQUIRED TO PUBLICALLY DISCLOSE THAT, MUST ABSTAIN FROM VOTING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN REMAINDER TRUSTS 0. CHANGE IN VALUE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS 83,133. FORM 990, PART XII, LINE 2C THE STATE COLLEGE OF FLORIDA FOUNDATION HAS A COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR. STATE COLLEGE OF FLORIDA 5840 26TH STREET WEST BRADENTON FL 34207 EDUCATION FL 501C3 LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0