2026-05-12T11:01:17-05:00 2025-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990 2025-01-01 597062295 MARTHA AND EVERT NOLTEN SCHOOL FD TUA NOLT 2058203141 P O BOX 11647 BIRMINGHAM AL 35202 REGIONS BANK TRUSTEE TRUST OFFICER 2058203141 2026-05-12 true JEFFREY E KUHLIN P00353001 4123556000 2026-05-12 X 2025 2025-03-06 01:10:19Z REGIONS BANK TRUST DEPT 1132658 false X N/A X 2013 FL DISTRIBUTE THE ENTIRE NET INCOME OF THE TRUST IN SUPPORT OF THE UNIVERSITY OF SOUTH FLORIDA FOUNDATION, INC. FUND FOR A PERMANENT ENDOWMENT FOR SCHOLARSHIPS. 2 1 0 0 0 0 0 373130 262185 0 373130 262185 218805 215571 0 32049 32384 0 0 14699 15369 265553 263324 107577 -1139 3770179 3764955 0 0 3770179 3764955 DISTRIBUTE THE ENTIRE NET INCOME OF THE TRUST IN SUPPORT OF THE UNIVERSITY OF SOUTH FLORIDA FOUNDATION, INC. FUND FOR A PERMANENT ENDOWMENT FOR SCHOLARSHIPS. false false 215571 215571 PROVIDE FULL FINANCIAL SUPPORT TO STUDENTS ATTENDING THE UNIVERSITY OF SOUTH FLORIDA. THE SCHOLARSHIPS ARE RESTRICTED TO FLORIDA RESIDENTS AND ARE BASED ON FINANCIAL NEED. 215571 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 2 1 false false false false false false false true false true false false false false false true false false FL X REGIONS BANK TRUST DEPT 2058203141 2050 PARKWAY OFFICE CIRCLE - 6TH FL HOOVER AL 35244 REGIONS BANK TRUST DEPARTMENT TRUSTEE 1.0 X 32384 0 0 USF FOUNDATION INC TRUSTEE X 0 0 0 32384 0 0 false false false 124964 124964 1007694 870473 137221 137221 137221 CASH IN LIEU OF SHARES 262185 262185 215571 215571 32384 32384 1300 1300 9932 9932 3656 3656 INVESTMENT EXPENSES FOREIGN TAXES 481 481 263324 215571 47753 0 140382 158609 3629797 3606346 3770179 3764955 0 0 X 3770179 3764955 3770179 3764955 3770179 3764955 X -1139 -4085 X false false false X X 1 USF FOUNDATION INC 590879015 7 true 215571 0 1 215571 0 true false false false false false false false false false false false false false false false false 0 0 0 0 0 0 PART IV, SECTION B, LINE 1 PER THE DOCUMENT, REGIONS BANK AND THE UNIVERSITY OF SOUTH FLORIDA ARE THE CO-TRUSTEES. THE DISTRIBUTIONS ARE CONTROLLED BY THE DIRECTOR OF FINANCIAL AID AND DIRECTOR OF ADMINSTRATION OF THE UNIVERSITY OF SOUTH FLORIDA, WHO IS THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATIO N CONTROLS THE TIMING OF DISTRIBUTIONS, WHO RECEIVES THE DISTRIBUTIONS , AND PROVIDES INPUT INTO THE INVESTMENT. true USF FOUNDATION INC 4202 E FOWLER AVE ACL 100 TAMPA FL 33620 590879015 501 (C) (3) 215571 Book Value TO PROVIDE SCHOLARSHIPS TO STUDENTS EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE ORGANIZATION IS A TRUST WHERE THE ENTIRE NET INCOME IS PAID OUT TO SUPPORT THE USF FOUNDATION, INC. THESE FUNDS ARE MAINTAINED IN A RESTRICTED ACCOUNT FOR THE SOLE PURPOSE OF FUNDING THE SCHOLARSHIP PROGRAM. THE SCHOLARSHIP RECIPIENTS ARE SELECTED BY THE UNIVERSITY'S DIRECTOR OF FINANCIAL AID IN CONSULTATION WITH THE DIRECTOR OF ADMISSIONS. SCHOLARSHIPS ARE BASED SOLELY ON EXTREME FINANCIAL NEED AND EVIDENCE THAT STUDENTS ARE EXPECTED TO COMPLETE THEIR COLLEGE EDUCATION. SCHOLARSHIPS ARE RESTRICTED TO FLORIDA RESIDENTS. LINES 12, 13,14 WHILE THIS TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY,A WRITTEN WHISTLEBLOWER POLICY, OR A WRITTEN DOCUMENT RETENTION ANDDESTRUCTION POLICY, REGIONS BANK AS CORPORATE TRUSTEE DOES HAVE ALL OFTHE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW REGIONS BANK TRUST DEPARTMENT PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY IN CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE IRS. THE OTHER CO-TRUSTEE IS NOT REQUIRED TO APPROVE THE RETURN PRIOR TO FILING. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9 USF FOUNDATION, INC. 4202 E. FOWLER AVE. ALC 100 TAMPA, FL 33620 FORM 990, PAGE 6, PART VI, LINE 15a THE CORPORATE TRUSTEE FEES ARE BASED UPON THE PUBLISHED FEE SCHEDULE. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUSTEE MAKES THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED. EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING DIFFERENCE (-$2,293), CY POAI (-$49), PY POAI($237), CY PENDING SALES (-$133), PY PENDING SALES ($106), ROC ONCYSALES (-$1,942), COST BASIS ADJUSTMENT (-$11). USF FOUNDATION INC 4202 E FOWLER AVE ACL 100 TAMPA FL 36652 590879015 AWARDING SCHOLARSHIPS FL 501 (C) (3) 7 NA false false true false false false false false false false false false false false false false false false false false