University of Florida Foundation, Inc.
Financial and Compliance Report
June 30, 2011 and 2010
Contents
Independent Auditor’s Report on the Financial Statements
1–2
Financial Statements
Statement of financial position
3
Statement of activities
4
Statement of cash flows
Notes to financial statements
5–6
7–36
Supplemental Schedules
Schedule of receipts, expenditures and endowment balances for
major gifts program
Schedule of receipts, expenditures and endowment balances for
eminent scholar program
37–62
63
Independent Auditor’s Report on Internal Control Over Financial Reporting
and on Compliance and Other Matters Based on an Audit of Financial Statements
Performed in Accordance with Government Auditing Standards
64–65
Independent Auditor’s Report on Compliance with Requirements that Could
Have a Direct and Material Effect on Each Major State Financial Assistance Project and on
Internal Control Over Compliance in Accordance with Chapter 10.650, Rules of the
State of Florida Auditor General
66–67
Schedule of Expenditures
68
Notes to Schedule of Expenditures of State Financial Assistance
69
Schedule of Findings and Questioned Costs
70–71
Independent Auditor’s Report
To Board of Directors
University of Florida Foundation, Inc.
Gainesville, Florida
We have audited the accompanying statement of financial position of the University of Florida Foundation, Inc. (the
Foundation), (a component unit of the University of Florida), as of June 30, 2011, and the related statement of
activities and cash flows for the year then ended. These financial statements are the responsibility of the
Foundation’s management. Our responsibility is to express an opinion on these financial statements based on our
audit. The prior year summarized comparative information has been derived from the Foundation’s financial
statements for the year ended June 30, 2010, which were audited by other auditors whose report, dated August 30,
2010, expressed an unqualified opinion on those statements.
We conducted our audit in accordance with auditing standards generally accepted in the United States of America
and the standards applicable to financial audits contained in Government Auditing Standards, issued by the
Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain
reasonable assurance about whether the financial statements are free of material misstatement. An audit includes
consideration of internal control over financial reporting as a basis for designing audit procedures that are appropriate
in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Foundation’s
internal control over financial reporting. Accordingly, we express no such opinion. An audit includes examining, on a
test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes
assessing the accounting principles used and significant estimates made by management, as well as evaluating the
overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion.
In our opinion, the 2011 financial statements referred to above present fairly, in all material respects, the financial
position of the University of Florida Foundation, Inc. as of June 30, 2011, and the changes in its net assets and its
cash flows for the year then ended, in conformity with accounting principles generally accepted in the United States
of America.
In accordance with Government Auditing Standards, we have also issued a report dated September 23, 2011, on our
consideration of the University of Florida Foundation, Inc.’s internal control over financial reporting and our tests of its
compliance with certain provisions of laws, regulations, contracts and grant agreements and other matters. The
purpose of that report is to describe the scope of our testing of internal control over financial reporting and
compliance and the results of that testing, and not to provide an opinion on the internal control over financial
reporting or on compliance. That report is an integral part of an audit performed in accordance with Government
Auditing Standards and should be considered in assessing the results of our audit.
1
Our audit was conducted for the purpose of forming an opinion on the basic financial statements taken as a whole.
The accompanying schedule of expenditures of state financial assistance is presented for purposes of additional
analysis as required by Section 215.97, Florida Statutes, Florida Single Audit Act, and is not a required part of the
basic financial statements. The supplemental schedules, as listed in the table of contents, are presented for
purposes of additional analysis and are not a required part of the basic financial statements. Such information has
been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, is
fairly stated in all material respects in relation to the basic financial statements taken as a whole.
Orlando, Florida
September 23, 2011
2
University of Florida Foundation, Inc.
Statement of Financial Position
June 30, 2011 (with summarized comparative information as of June 30, 2010)
2011
Assets
Cash
Certificates of deposit
Accrued interest and other receivables
Pledges receivable, net
Investments
Real estate held for sale
Other assets
Present value of amounts due from externally managed trusts
Property and equipment, net
Land preserve
Permanent collections
Total assets
Liabilities and Net Assets
Liabilities
Accounts payable, accrued expenses and other liabilities
Notes payable
Annuity liabilities
Trust liabilities
Deferred revenue
Amounts held on behalf of University of Florida related entities
Total liabilities
Net assets
Unrestricted
Temporarily restricted
Permanently restricted
Total net assets
Total liabilities and net assets
See Notes to Financial Statements.
3
$
4,707,596
5,536,041
28,265,404
64,484,280
1,520,726,139
12,856,928
4,957,117
2,189,138
19,049,193
15,719,467
32,714,694
2010
$
1,543,883
5,500,000
26,154,842
78,722,838
1,326,054,085
10,193,724
2,919,150
2,213,141
10,894,504
15,719,467
30,599,862
$ 1,711,205,997
$ 1,510,515,496
$
$
6,790,721
29,882,399
6,738,285
15,501,565
2,463,000
17,478,756
78,854,726
10,100,802
30,509,613
6,399,182
14,099,868
2,873,500
9,774,731
73,757,696
14,027,981
535,525,772
1,082,797,518
1,632,351,271
(17,321,665)
419,104,070
1,034,975,395
1,436,757,800
$ 1,711,205,997
$ 1,510,515,496
University of Florida Foundation, Inc.
Statement of Activities
Year Ended June 30, 2011 (with summarized comparative information for the year ended June 30, 2010)
Temporarily
Restricted
Unrestricted
Operating revenue and other additions
Contributions
Support from the University of Florida
Investment return, net
Alumni program support
Other
Released from restrictions
Total operating revenue and
other additions
Operating expenses and other expenditures
Program services
General college support
Student financial aid
Faculty and staff support
Research
Facilities
Other
Total program services
Supporting services
General and administrative
Fundraising
Alumni affairs
Total supporting services
Total operating expenses and
other expenditures
Change in net assets from current
operations
Other changes
Change in value of split interest agreements
Pension changes other than net periodic
pension costs
Provision for doubtful pledges
Change in net assets
Net assets, beginning of year
Net assets, end of year
$
193,821
10,659,690
45,149,309
1,826,109
1,306,120
99,273,270
158,408,319
$
61,434,963
570,259
145,684,636
109,115
5,235,821
(99,273,270)
113,761,524
2011
Permanently
Restricted
$
44,731,498
(1,865,712)
820,150
1,776,061
45,461,997
2010
Total
$
106,360,282
11,229,949
188,968,233
2,755,374
8,318,002
-
Total
$
105,682,752
10,958,353
106,058,070
3,196,506
6,862,088
-
317,631,840
232,757,769
41,554,035
14,109,433
12,749,288
8,409,316
7,127,357
16,733,814
100,683,243
-
-
41,554,035
14,109,433
12,749,288
8,409,316
7,127,357
16,733,814
100,683,243
25,689,648
13,829,756
12,270,524
7,036,030
8,822,803
26,852,133
94,500,894
5,493,680
20,651,503
5,114,815
31,259,998
-
-
5,493,680
20,651,503
5,114,815
31,259,998
5,499,263
19,493,436
5,170,942
30,163,641
131,943,241
-
-
131,943,241
124,664,535
113,761,524
45,461,997
185,688,599
108,093,234
340,978
2,141,322
2,482,300
1,545,736
4,884,568
31,349,646
2,319,200
116,421,702
218,804
47,822,123
4,884,568
2,538,004
195,593,471
(1,119,142)
(2,626,648)
105,893,180
(17,321,665)
$ 14,027,981
419,104,070
$ 535,525,772
1,034,975,395
$ 1,082,797,518
1,436,757,800
$ 1,632,351,271
1,330,864,620
$ 1,436,757,800
26,465,078
-
See Notes to Financial Statements.
4
University of Florida Foundation, Inc.
Statement of Cash Flows
Year Ended June 30, 2011 (with summarized comparative information for the
year ended June 30, 2010)
2011
Reconciliation of change in net assets to net cash used in
operating activities:
Change in net assets
Adjustments to reconcile decrease in net assets used in
operating activities:
Contributions restricted for long-term investment
Increase in trust and annuity liabilities
(Increase) decrease in pension net assets
Provision for doubtful accounts and pledges
Amortization of deferred revenue
Depreciation expense
Gain on investments, changes in real estate held for sale
and property and equipment
Noncash contributions
Changes in operating assets and liabilities:
Pledges receivable
Due from externally managed trusts
Accrued interest and other receivables
Accounts payable, accrued expenses and other liabilities
Net cash used in operating activities
Cash Flows from Investing Activities
Purchases of investments
Proceeds from sales of investments
Purchases of certificates of deposit
Redemptions of certificates of deposit
Purchases of real estate held for use
Proceeds from sales of real estate held for use
Purchases of property and equipment
Proceeds from sales of property and equipment
Origination of notes receivable
Collections of notes receivable
Net cash provided by investing activities
Cash Flows from Financing Activities
Proceeds from contributions restricted for long-term investment
Proceeds from issuance of long-term debt
Payments on long-term debt
Proceeds from University of Florida related entities
Proceeds from accounts held on behalf of employees
Payments to beneficiaries and other split interest expenses
Net cash provided by financing activities
$
Net increase in cash
Cash:
Beginning of year
End of year
$
(Continued)
5
195,593,471
2010
$
105,893,180
(46,349,774)
1,740,800
(4,072,390)
(2,539,855)
(410,500)
450,426
(33,323,954)
164,340
1,884,673
2,626,648
(410,500)
518,187
(192,768,670)
(16,348,932)
(98,667,743)
(12,066,897)
17,122,070
24,003
(2,110,562)
762,309
(48,907,604)
(6,675,552)
102,854
(23,753,077)
(373,065)
(64,080,906)
(390,742,274)
393,954,234
(5,536,041)
5,500,000
(1,140,801)
989,460
(1,728,772)
984,360
(1,435,558)
1,553,293
2,397,901
(184,214,432)
186,780,085
(5,500,000)
10,000,000
(870,317)
184,022
(464,468)
969,361
128,604
7,012,855
46,349,774
2,144,856
(2,772,070)
6,691,863
3,407
(2,744,414)
49,673,416
33,323,954
25,393,392
(1,940,214)
3,674,839
11,709
(2,710,944)
57,752,736
3,163,713
684,685
1,543,883
4,707,596
$
859,198
1,543,883
University of Florida Foundation, Inc.
Statement of Cash Flows (Continued)
Year Ended June 30, 2011 (with summarized comparative information for the
year ended June 30, 2010)
2011
Supplemental Disclosure of Cash Flow Information:
Cash paid for interest
Cash paid for income taxes
Supplemental Data for Noncash Investing and Financing Activities:
Receipt of permanent collection gifts
Receipt of real estate held for sale
Exchange of promissory notes for real estate
Receipt of real estate held for use
Receipt of life insurance
Receipt of land preserve
Receipt of livestock
See Notes to Financial Statements.
6
2010
$
(671,369)
(64,616)
$
(353,320)
(128,055)
$
1,067,216
3,062,884
2,871,116
7,295,296
2,052,420
-
$
4,598,242
5,201,167
1,736,489
298,182
232,817
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 1.
Nature of Organization and Significant Accounting Policies
Nature of organization: University of Florida Foundation, Inc. (the Foundation) is a not-for-profit entity established to
solicit and manage funds for the benefit of the University of Florida (the University). The Foundation is governed by a
self-perpetuating board of directors consisting of a majority of volunteer board appointed members, some of whom
are significant donors to the Foundation. The Board also includes ex-officio University and Foundation officials. The
Foundation functions as a direct support organization of the University and is reported as a component unit of the
University in its financial statements.
A summary of the Foundation’s significant accounting policies follows:
Comparative financial statements: The financial statements include certain prior-year summarized comparative
information in total but not by net asset class. Such information does not include sufficient detail to constitute a
presentation in conformity with accounting principles generally accepted in the United States of America.
Accordingly, such information should be read in conjunction with the Foundation’s financial statements for the year
ended June 30, 2010, from which the summarized information was derived.
Basis of accounting: The accompanying financial statements of the Foundation have been prepared on the
accrual basis of accounting in accordance with accounting principles generally accepted in the United States of
America. The Foundation follows the guidance of the provisions for accounting for not-for-profit organizations.
Under this guidance, the Foundation is required to report information regarding its financial position and activities
according to three classes of net assets: permanently restricted, temporarily restricted and unrestricted.
Accordingly, net assets of the Foundation and changes therein are classified and reported as follows:

Permanently restricted net assets – net assets subject to donor-imposed stipulations that they be
maintained permanently by the Foundation. Generally, the donors of these assets permit the Foundation
to use all or part of the income earned on related investments for general or specific purposes in the
support of the University (see Note 11).

Temporarily restricted net assets – net assets subject to donor-imposed stipulations that may or will be
met, either by the passage of time or satisfaction of the restriction. When the restriction expires,
temporarily restricted net assets are reclassified to unrestricted net assets and reported in the statement of
activities as net assets released from restriction (see Note 11).

Unrestricted net assets – net assets which represent resources generated from operations or assets not
subject to donor-imposed stipulations, but may be designated for specific purposes by action of the board
of directors (see Note 11).
Revenues: Revenues are reported as increases in unrestricted net assets unless use of the related assets is
limited by donor-imposed restrictions. Amounts received that are designated for future periods or restricted by the
donor for specific purposes are reported as temporarily restricted or permanently restricted support that increases
these net asset classes. Gains and losses on investments and other assets or liabilities are reported as increases
or decreases in unrestricted net assets unless their use is restricted by explicit donor stipulations or by law.
7
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 1.
Nature of Organization and Significant Accounting Policies (Continued)
In the normal course of business, the Foundation accepts financial assets from donors on behalf of specified
beneficiaries to which it is financially interrelated and recognizes the fair value of assets received as contributions.
Contributions, including unconditional promises to give, are recognized as revenues in the period received and are
recorded at their estimated fair value on the date of contribution. For the year ended June 30, 2011, the
Foundation recognized $66,153,099 in in-kind operating revenue and other additions. Conditional promises to
give are not recognized until they become unconditional, that is, when the conditions on which they depend are
substantially met.
Liquidity: Assets are presented in the accompanying statement of financial position according to their nearness of
conversion to cash and liabilities according to the nearness of their maturity and resulting use of cash.
Use of estimates: Management uses estimates and assumptions in preparing financial statements in conformity
with accounting principles generally accepted in the United States of America. Those estimates and assumptions
affect the reported amounts of assets and liabilities, and reported revenues and expenses. Significant estimates
used in preparing these financial statements include those used in calculating the allowance for doubtful pledges
receivable, those used in calculating the annuity and trust liabilities under split interest agreements, those used in
calculating the pension benefits obligation, those used in determining the impairment of long-lived assets and
those used in determining the fair value of certain investments. Actual results could differ from these estimates,
and the change may be material.
Cash: Cash consists of cash on hand and cash in operating accounts.
Certificates of deposit: Certificates of deposit consist of funds on deposit with financial institutions with original
maturity dates of greater than three months. Certificates of deposit are carried at amortized cost.
Accrued interest and other receivables: Accrued interest and other receivables primarily consist of an amount due
from the University related to advances on two notes payable for the construction of University buildings.
Investment valuation: The Foundation’s investments are stated at fair value. Fair value is the price that would be
received to sell an asset or paid to transfer a liability in an orderly transaction between market participants at the
measurement date. See Note 6 for discussion of fair value measurements. Income and realized and unrealized
gains and losses on investments of permanently restricted net assets are reported as increases or decreases in
temporarily restricted net assets.
Property and equipment: Vehicles and equipment purchased with an original cost of $5,000 or more are recorded
at cost. Donated vehicles and equipment having a fair value of $5,000 or more are recorded at their estimated fair
value on the date of donation. All real property (buildings and land) is capitalized. Contributed property and
equipment is recorded at fair value at the date of donation. If donors stipulate how long the assets must be used,
the contributions are recorded as restricted support for the term of the restricted period. In the absence of such
stipulations, contributions of property and equipment are recorded as unrestricted support.
8
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 1.
Nature of Organization and Significant Accounting Policies (Continued)
Property and equipment are depreciated using the straight-line method of depreciation over the estimated useful
lives of the assets. The estimated useful life for vehicles and equipment is 3 years and ranges from 5 years to
30 years for buildings. If equipment is donated to the Foundation on behalf of the University, the Foundation
transfers title to the specified University recipient and no amounts are capitalized in the Foundation’s financial
statements.
Permanent collections: The Foundation capitalizes its permanent collections. Additions are capitalized at cost if
purchased and at fair value at date of contribution, if received by donation. Gains and losses on disposals of
donated collections are recorded based on the presence or absence of donor restrictions placed on items at the
date of donation.
Real estate held for sale: The Foundation receives contributions in the form of real estate with donor intentions
that the properties are to be sold and proceeds from the sale are to benefit the University. Real estate held for
sale is held at fair value less estimated costs to sell.
Fundraisers’ salaries and expenses paid by various colleges of the University: A portion of certain fundraisers’
salaries and expenses is paid either directly to the fundraisers by the colleges which they represent or it is
reimbursed to the Foundation by the colleges. These amounts, which totaled $8,897,657 and $8,402,292 for the
years ended June 30, 2011 and 2010, respectively, are included in unrestricted operating revenues as support
from the University and in expenses as fundraising costs. At June 30, 2011 and 2010, $719,871 and $489,419 of
these amounts are included in accrued interest and other receivables.
Pledges receivable: Unconditional promises to give that are expected to be collected within one year are recorded
at net realizable value. Unconditional promises to give that are expected to be collected in future years are
recorded at the present value of their estimated future cash flows. The discounts on those amounts are computed
using a risk adjusted discount rate applicable to the month in which the promises are received. Amortization of the
discounts is included in contribution revenue. The Foundation uses the allowance method to determine
uncollectible receivables. The allowance is based upon management estimates of current economic factors and
analysis of specific accounts.
Split interest agreements: The Foundation accepts gifts subject to split interest agreements. These gifts may be
in the form of annuities, life estates or charitable remainder trusts. At the time of receipt, a gift is recorded based
upon the fair value of assets donated less any applicable liabilities. Liabilities include the present value of
projected future distributions to the annuity or trust beneficiaries and are determined using the Internal Revenue
Service rate for computing charitable deductions for such gifts in effect at the time of the gift ranging from 2.0% to
8.2%. Funds subject to split interest agreements are classified as temporarily restricted or permanently restricted
based upon donor designations.
Current Florida law requires charities to maintain certain minimum gift annuity reserves. As of June 30, 2011 and
2010, the Foundation held assets in excess of the minimum required by state law.
9
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 1.
Nature of Organization and Significant Accounting Policies (Continued)
Accrued compensated absences: The Foundation accrues accumulated unpaid vacation and sick leave and
associated employee-related costs when earned (or estimated to be earned) by the employee. Eligible employees
are entitled to annual vacation and sick leave with pay. Accrued compensated absences totaled $1,701,369 and
$1,507,751 at June 30, 2011 and 2010, respectively, and are included in accrued expenses in the accompanying
statement of financial position.
Financial instruments: The carrying amount reported in the statement of financial position for cash, certificates of
deposit, mortgages and notes receivable, other receivables, accounts payable, accrued expenses and other
liabilities approximate fair value because of immediate or short-term maturities of these financial instruments. The
carrying amount of pledges receivable and annuity and trust liabilities approximate fair value as they are presented
on a discounted basis. The carrying amount of the Foundation’s notes payable approximate their fair value based
based on the fact that the rates of such notes are similar to rates available for debt of the same terms.
See Note 6 for a description of the fair values and carrying amounts for investments and amounts due from
externally managed trusts.
Fair value measurements: Fair value is the price that would be received to sell an asset or paid to transfer a
liability in an orderly transaction between market participants at the measurement date. In determining fair value,
the Foundation uses various methods including market and income approaches. Based on these approaches, the
Foundation often uses certain assumptions that market participants would use in pricing the asset or liability,
including assumptions about risk and or the risks inherent in the inputs to the valuation technique. These inputs
can be readily observable, market corroborated, or generally unobservable inputs. The Foundation uses valuation
techniques that maximize the use of observable inputs and minimize the use of unobservable inputs.
Functional allocation of expenses: The costs of providing various programs and support services have been
summarized on a functional basis in the statement of activities. Accordingly, certain costs have been allocated to
the programs and supporting services receiving benefit from the expenditures.
Impairment of long-lived assets: Long-lived assets, such as land, buildings and equipment, are reviewed for
impairment whenever events or changes in circumstances indicate that the carrying amount of an asset may not
be recoverable. If circumstances require a long-lived asset be tested for possible impairment, the Foundation first
compares undiscounted cash flows expected to be generated by an asset to the carrying value of the asset. If the
carrying value of the long-lived asset is not recoverable on an undiscounted cash flow basis, an impairment is
recognized to the extent that the carrying value exceeds its fair value. Fair value is determined through various
valuation techniques including discounted cash flow models and third-party independent appraisals, as considered
necessary.
10
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 1.
Nature of Organization and Significant Accounting Policies (Continued)
Income taxes: The Foundation is exempt from federal income taxes under section 501(a) of the Internal Revenue
Code as an organization described in section 501(c)(3). However, the Foundation is subject to income tax on
unrelated business income. The Foundation’s primary source of unrelated business income is from certain
investments in private equity partnerships. For the years ended June 30, 2011 and 2010, the Foundation had
current income tax expense of approximately $65,000 and $128,000, respectively, which is included as a
decrease to investment return in the accompanying statement of activities.
The Foundation files income tax returns in the U.S. federal jurisdiction and in various state jurisdictions. Tax
periods open to examination by major taxing jurisdictions to which the Foundation is subject include fiscal years
ended June 30, 2008 through June 30, 2011.
The Foundation has reviewed and evaluated the relevant technical merits of each of its tax positions in
accordance with accounting principles generally accepted in the United States of America for accounting for
uncertainty in income taxes, and determined that there are no uncertain tax positions that would have a material
impact on the financial statements of the Foundation.
Amounts held on behalf of University of Florida related entities: Gator Boosters, Inc., the University of Florida Law
Center Association, Inc., and Shands Teaching Hospital and Clinics, Inc. have entered into written agreements
with the Foundation for investment services. These funds are invested in pools along with the Foundation’s
investments. The liability included in the accompanying statement of financial position represents the amounts
due to these entities, including any share of investment returns.
Deferred revenue: Amounts received in advance under agreements with terms in excess of one year are recorded
as deferred revenue and are amortized into revenues using the straight-line method over the life of the related
agreements.
Current accounting pronouncements: In January 2010, the Financial Accounting Standards Board (FASB) issued
an amendment to the guidance on determining the fair value which required new disclosures and reasons for
transfers of financial assets and liabilities between Levels 1 and 2. This amendment also clarified that fair value
measurement disclosures are required for each class of financial assets and liabilities, and disclosures about
inputs and valuation techniques are required for both Levels 2 and 3 measurements. It further required that the
reconciliation of Level 3 measurements should separately present purchases, sales, issuances and settlements
rather than netting those changes. With respect to other than Level 3 measurements, the amendment was
effective for periods beginning after December 15, 2009. The Foundation adopted this guidance effective for the
year ending June 30, 2011. The adoption of this guidance did not have a material impact in the Foundation’s
financial statements. The guidance related to Level 3 measurements is effective for the periods beginning on or
after December 15, 2010. The Foundation is currently evaluating the impact of the guidance related to Level 3
measurements.
In May 2011, the FASB issued guidance to converge fair value measurement guidance in generally accepted
accounting principles (GAAP) and International Financial Reporting Standards (IFRS). Among other things, the
guidance clarifies the application of existing fair value measurement requirements and requires additional fair
value disclosures. The amendments are to be applied prospectively and are effective for annual periods
beginning after December 15, 2011.
11
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 1.
Nature of Organization and Significant Accounting Policies (Continued)
Reclassifications: Certain amounts in the 2010 summarized comparative financial statements have been
reclassified in order to conform to the 2011 presentation. These reclassifications had no impact on total assets,
total liabilities, net assets or change in net assets previously reported.
Subsequent events: The Foundation has evaluated subsequent events through September 23, 2011, which is the
date the financial statements were available to be issued.
Note 2.
State Match Receivable
In accordance with Florida Statute Chapter 1011.94, Trust Fund for Major Gifts, endowment contributions of
$100,000 or more, made after July 1, 1985, with income to be used to “support libraries and instruction and research
programs”, are eligible for state match. As of June 30, 2011, the Foundation has approved state matching requests
that have not yet been received or recognized in the financial statements totaling $115,075,405. The State of Florida
has “temporarily suspended” this program for two years and did not appropriate funds to pay for this program during
the fiscal year 2012; therefore, no receivable has been recorded in the accompanying financial statements.
Note 3.
Pledges Receivable
Pledges receivable and the related allowance for doubtful accounts at June 30, 2011 and 2010, are summarized as
follows:
2011
Current pledges receivable:
Due in less than one year
Less: allowance for doubtful amounts
Current pledges receivable, net
$
Noncurrent pledges receivable:
Due in one to five years
Due after five years
Less: allowance for doubtful amounts
Noncurrent pledges receivable, net
Total pledges receivable, net
$
25,353,210
(4,769,833)
20,583,377
41,783,046
8,775,504
50,558,550
(6,657,647)
43,900,903
64,484,280
2010
$
$
39,880,430
(7,868,650)
32,011,780
44,664,648
9,337,408
54,002,056
(7,290,998)
46,711,058
78,722,838
Noncurrent pledges receivable are net of discounts amounting to $7,979,264 and $9,638,732 at June 30, 2011 and
2010, respectively. Pledges receivable are discounted using a risk adjusted discount rate for the month the pledge
was initially recognized. The risk adjusted discount rate consists of the 5-year Treasury yield plus a 1% risk
premium. Discount rates used ranged from 2.0% to 8.2%. Certain pledges receivable are used to collateralize notes
payable as indicated in Note 10.
12
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 4.
Investment Management Agreement
The University of Florida Board of Trustees created a direct support organization to manage University investments.
This corporation is called the University of Florida Investment Corporation (UFICO). UFICO is managed by an
independent volunteer board of directors. The Foundation has a management agreement with UFICO to manage a
significant portion of its investments. Management fees are payable at the beginning of each quarter and are
computed based on amounts budgeted by UFICO and the market value of the assets as reported by the custodians
at the previous quarter-end. The asset valuations used in the fee calculations include all funds and assets under
management, including cash and accrued income. Annualized fees charged were 0.13% and 0.14% of the related
assets under management for the years ended June 30, 2011 and 2010, respectively. Management fees expensed
during the years ended June 30, 2011 and 2010, under this agreement totaled $1,867,756 and $1,763,588,
respectively, which are included in investment return in the accompanying statement of activities.
Note 5.
Investments
Investments at June 30, 2011 and 2010, are summarized as follows:
Government issues – domestic
Government issues – foreign
Corporate bonds
Corporate stocks
Short-term investments
Mutual funds – equities
Mutual funds – fixed income
Hedge strategies
Private equity investments
$
$
13
2011
1,637,188
202,142
2,507,043
4,615,539
25,344,260
18,158,617
8,541,474
1,275,744
1,458,444,132
1,520,726,139
2010
$
2,986,417
190,728
1,145,150
3,633,328
49,504,902
14,639,411
8,649,679
1,968,761
1,243,335,709
$ 1,326,054,085
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 5.
Investments (Continued)
On July 1, 2009, the Foundation restructured its investment ownership. As a result of the restructuring, the
Foundation transferred substantially all of its investments managed by UFICO to three newly formed investment
limited partnerships in exchange for limited partnership units (shown as private equity investments in the preceding
table). The limited partnerships have entered into an agreement with BNY Mellon to provide custody and other
services related to the investments. UFICO serves as the general partner and the investment manager for each of
the limited partnerships. As of June 30, 2011 and 2010, the major investment categories of the three limited
partnerships are as follows:
Short-term investments
Global equities
Fixed income
Hedge strategies
Private equity investments
$
$
2011
171,425,064
387,708,917
133,932,417
294,359,835
471,017,899
1,458,444,132
2010
$
138,737,578
253,700,388
136,249,573
302,843,263
411,804,907
$ 1,243,335,709
As of June 30, 2011 and 2010, the Foundation’s total capital commitments under its private equity investment
agreements were $728,480,525 and $698,353,000, respectively. To date, the total amount requested for investment
under these agreements was $578,134,200, leaving unfunded commitments of $150,346,325.
The underlying investments of the limited partnerships managed by UFICO are generally pooled and managed under
various asset diversification strategies, depending upon the specific pool’s objectives, and to avoid significant
concentrations of market risk. Short-term investments and equity securities include investments in large-mid cap and
small-cap companies primarily located in the United States, as well as international companies. Fixed income
securities include corporate bonds of companies from diversified industries, and U.S. Treasuries. Hedge strategies
and private equity investments include real estate and international funds. Endowment earnings are temporarily
restricted to support the University. Under the Foundation’s endowment spending policy, certain amounts (based on
a percentage of the investment value of the endowment) are appropriated to support current operations.
Investments in the endowment pool and the split interest pools are intended to be held for an extended period of time
and are not subject to near term withdrawal. Investments in the non-endowed pools are subject to immediate
withdrawal. Individual securities in the pool may be sold at any time, but the endowment and split interest pools are
expected to remain at the current level or increase during the coming years.
14
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 5.
Investments (Continued)
The following schedule summarizes the investment return in the statement of activities for the years ended June 30,
2011 and 2010:
Investment (loss) income, net of UFICO management fees (Note 4)
Net realized and unrealized gains
Real estate net depreciation (realized and unrealized)
Total return on investments
2011
$
(762,471)
191,596,416
(1,865,712)
$ 188,968,233
2010
$
9,813,312
96,922,706
(677,948)
$ 106,058,070
Assets held under various split interest agreements at June 30, 2011 and 2010, are included in the accompanying
financial statements under the following captions:
Investments
Real estate held for sale
Total assets held under split interest agreements
Note 6.
$
$
2011
36,117,603
325,000
36,442,603
$
$
2010
31,677,749
204,611
31,882,360
Fair Value Measurements
The fair value measurement accounting literature provides the framework for measuring fair value. That framework
provides a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The
hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities
(Level 1 measurements) and the lowest priority to unobservable inputs (Level 3 measurements). The three levels of
the fair value hierarchy are described below:

Level 1 – Inputs to the valuation methodology are unadjusted quoted prices for identical assets or
liabilities in active markets that the Foundation has the ability to access.

Level 2 – Inputs to the valuation methodology include:
 Quoted market prices for similar assets or liabilities in active markets
 Quoted prices for identical or similar assets or liabilities in inactive markets
 Inputs other than quoted prices that are observable for the asset or liability
 Inputs that are derived principally from or corroborated by observable market data by correlation or
other means.
If the asset or liability has a specified (contractual) term, the Level 2 input must be observable for
substantially the full term of the asset or liability.

Level 3 – Inputs to the valuation methodology are unobservable and significant to the fair value
measurement.
15
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 6.
Fair Value Measurements (Continued)
The asset’s fair value measurement level within the fair value hierarchy is based on the lowest level of any input that
is significant to the fair value measurement. Valuation techniques used need to maximize the use of observable
inputs and minimize the use of unobservable inputs. Any transfer between fair value hierarchy levels are recognized
by the Foundation at the end of each reporting period.
Following is a description of the valuation methodologies used for assets measured at fair value. There have been
no changes to the methodologies used at June 30, 2011 and 2010.

Corporate stocks and mutual funds (equities and fixed income) – Valued at quoted market prices, which
for mutual funds represents the net asset value of shares held by the Foundation at year end.

Short-term investments – Valued at the net asset value of shares held by the Foundation at year end,
based on observable inputs that are derived principally from or corroborated by observable market data
by correlation or other means.

Corporate bonds and government issues (domestic and foreign) – Valued based upon quotes from
independent pricing vendors based upon independent pricing models or other model-based valuation
techniques such as the present value of the stream of expected cash flows adjusted for the security’s
credit rating and other factors such as credit loss assumptions.

Hedge strategies – Valued as a practical expedient, at the net asset value of the units held by the
Foundation at year end, as reported by the investment manager and within the valuation guidelines
stipulated in respective investments agreements.

Private equity investments – Valued as a practical expedient, at the net asset value of the units held by
the Foundation at year end, as reported by the investment manager and within the valuation guidelines
stipulated in respective investment agreements.

Externally managed trusts – Valued at the present value of the stream of expected cash flows on
charitable interests in trusts due to the Foundation at year end, using appropriate discount rates in
accordance with the Internal Revenue Code.
The preceding methods described may produce a fair value calculation that may not be indicative of net realizable
value or reflective of future fair values. Furthermore, although the Foundation believes its valuation methods are
appropriate and consistent with other market participants, the use of different methodologies or assumptions to
determining the fair value of certain financial instruments could result in a different fair value measurement at the
reporting date.
16
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 6.
Fair Value Measurements (Continued)
Long-lived assets are measured at fair value on a nonrecurring basis based upon inputs that are derived principally
from, or corroborated by appraisals, comparable market data by correlation or other means only when there is
evidence of impairment. The amounts below represent only assets measured at fair value, on a nonrecurring basis.
Description
June 30, 2011
Long-lived assets held and used
Long-lived assets held for sale
Total
$ 1,069,871
7,584,000
Quoted Prices
in Active
Markets for
Identical Assets
(Level 1)
$
-
Signifcant
Observable
Inputs
(Level 2)
$
-
Significant
Unobservable
Inputs
(Level 3)
$
734,900
5,536,204
Impairment
Losses
$
$
June 30, 2010
Long-lived assets held and used
Long-lived assets held for sale
$
230,075
5,952,400
$
-
$
-
$
185,000
4,814,300
$
$
334,971
2,047,796
2,382,767
45,075
1,138,100
1,183,175
Impairment losses shown above are included in investment return in the accompanying statement of activities.
17
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 6.
Fair Value Measurements (Continued)
Assets measured at fair value on a recurring basis, as of June 30, 2011 and 2010, are as follows:
Description
June 30, 2011
Investments:
Government issues – domestic
Government issues – foreign
Corporate bonds
Corporate stocks
Short-term investments
Mutual funds – equities
Mutual funds – fixed income
Hedge strategies
Private equity investments *
Total investments
Present value of amounts due from
externally managed trusts
Total
June 30, 2010
Investments:
Government issues – domestic
Government issues – foreign
Corporate bonds
Corporate stocks
Short-term investments
Mutual funds – equities
Mutual funds – fixed income
Hedge strategies
Private equity investments * (1)
Total investments
Present value of amounts due from
externally managed trusts
Total
Quoted Prices
in Active
Markets for
Identical Assets
(Level 1)
$
$
$
$
Signifcant
Observable
Inputs
(Level 2)
$
4,615,539
18,158,617
8,541,474
31,315,630
31,315,630
$
$
3,633,328
14,639,411
8,649,679
26,922,418
26,922,418
$
Significant
Unobservable
Inputs
(Level 3)
1,275,744
1,458,444,132
1,459,719,876
1,637,188
202,142
2,507,043
25,344,260
29,690,633
$
29,690,633
2,189,138
$ 1,461,909,014
2,189,138
$ 1,522,915,277
2,986,417
190,728
1,145,150
49,504,902
53,827,197
$
$
53,827,197
2,213,141
$ 1,247,517,611
1,968,761
1,243,335,709
1,245,304,470
* See Note 5.
(1) Investments of $146,728,483 were reclassified to conform with the 2011 presentation with no effect on net assets or
changes in net assets
18
Fair Value
$
1,637,188
202,142
2,507,043
4,615,539
25,344,260
18,158,617
8,541,474
1,275,744
1,458,444,132
1,520,726,139
2,986,417
190,728
1,145,150
3,633,328
49,504,902
14,639,411
8,649,679
1,968,761
1,243,335,709
1,326,054,085
2,213,141
$ 1,328,267,226
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 6.
Fair Value Measurements (Continued)
Following is a description of the significant investment strategies of each major category of investments that calculate
net asset value per share and are not in an active markets (Level 2 and Level 3 measurements):

Short-term investments – To preserve capital, liquidity and current income through money market funds
and other short-term instruments.

Hedge strategies – To provide capital appreciation and generate high returns at reduced risk through
aggressively managed portfolio of investments using advanced investment strategies.

Private equity investments – To provide long-term capital appreciation and current income through
investments in limited partnerships, which invest in diversified portfolios ranging from short-term to longterm instruments, as described in Note 5.
The following table discloses certain additional information as of June 30, 2011 and 2010 related to the Foundation’s
private equity investments in limited partnerships managed by UFICO that are valued at net asset value, as
described in Note 5:
2011
Description
Florida Private Investments Fund, LP
Florida Long Term Pool Fund, LP
Florida Enhanced Cash Fund, LP
$
$
Fair Value
471,017,899
792,088,464
195,337,769
1,458,444,132
2010
Unfunded
Commitments
$ 150,346,325
-
Fair Value
$ 411,804,907
684,802,319
146,728,483
$ 1,243,335,709
Unfunded
Commitments
$ 181,426,000
-
Redemption
Frequency
N/A *
Monthly **
Monthly **
Redemption
Notice Period
None*
30 days **
30 days **
* Redemptions under this fund are allowable only to the extent of distributions received from the fund’s underlying fund investments.
** Subject to redemption restrictions of the underlying investments.
19
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 6.
Fair Value Measurements (Continued)
The table below sets forth a summary of changes in the fair value of the Foundation’s Level 3 assets for the fiscal
years ended June 30, 2011 and 2010, respectively:
Balance, June 30, 2009
Purchases, issuances and settlements (net)
Investment income
Net realized and unrealized gains
Balance, June 30, 2010
Purchases, issuances and settlements (net)
Investment income
Net realized and unrealized gains
Balance, June 30, 2011
$
$
Mutual
Funds –
Equities
66,310,896
(66,310,896)
-
Mutual
Funds – Fixed
Income
$ 34,238,576
(34,238,576)
$
-
Hedge
Strategies
$ 296,339,369
(294,689,446)
318,838
1,968,761
(808,017)
15
114,985
$
1,275,744
Private Equity
Investments
$
382,286,839
760,326,408
8,027,441
92,695,021
1,243,335,709
23,300,974
(333,032)
192,140,481
$ 1,458,444,132
Externally
Managed
Trusts
$
2,315,995
(174,682)
71,828
2,213,141
(36,875)
12,872
$
2,189,138
The total Level 3 change in net unrealized gains for the years relating to those investments still held at June 30, 2011
and 2010 was $155,246,574 and $74,767,737, respectively, and are reflected as part of investment return in the
statement of activities. The total level 3 change in value related to managed trusts at June 30, 2011 and 2010 was
$12,872 and $71,828, respectively, and are reflected as part of contributions in the statement of activities.
Note 7.
Endowment
The Foundation’s endowment consists of over 2,700 individual donor-restricted endowment funds established for a
variety of purposes. As required by accounting principles generally accepted in the United States of America, net
assets associated with endowment funds are classified and reported based on the existence or absence of donorimposed restrictions.
Interpretation of Relevant Law – The Board of Directors of the University of Florida Foundation, Inc (the Board) has
interpreted the State of Florida Statute (1010.10) cited as the Florida Uniform Management of Institutional Funds Act
(FUMIFA) as requiring the Board to use reasonable care and caution as would be exercised by a prudent investor, in
considering the investment management and expenditures of endowment funds. In accordance with FUMIFA, the
Board may expend so much of an endowment fund as the Board determines to be prudent for the uses and purposes
for which the endowment fund is established, consistent with the goal of conserving the long-term purchasing power
of the endowment fund. The Board considered the following factors in making its determination:



The purpose of the Foundation.
The intent of the donor of the endowment fund.
The terms of the applicable instrument.
20
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 7.





Endowment (Continued)
The long-term and short-term needs of the Foundation and the University in carrying out its purposes.
General economic conditions.
The possible effect of inflation or deflation.
The other resources of the Foundation and the University.
Perpetuation of the endowment.
As a result of this interpretation, the Board classifies as permanently restricted net assets: (a) the original value of
gifts donated to a permanent endowment, (b) the original value of subsequent gifts to the permanent endowment,
and (c) the original value of other corpus additions including state match provided to the permanent endowment. The
remaining portion of the donor-restricted endowment fund that is not classified as permanently restricted net assets is
classified as temporarily restricted net assets until those amounts are appropriated for expenditure in a manner
consistent with the standard of prudence prescribed by FUMIFA. However, by Board policy, any appreciation is
considered an asset of each individual endowment and is not appropriated for general Foundation or University use.
Effective July 1, 2011, the State of Florida adopted its version of the Uniform Prudent Management of Institutional
Funds Act of 2006 (UPMIFA), which is applicable to the Foundation. The Foundation does not expect any significant
impact on its policies.
Spending Policy – The Foundation’s spending policy is designed to provide for positive growth in the market value of
its endowment, net of distributions, over an extended period of time. In establishing this policy, the Board considered
the long-term expected return of the endowment investment pool and the goal of maintaining the purchasing power of
the endowment assets. Over the long-term, the current spending policy is designed to return a net positive gain in
market value (growth) after spendable transfers and administrative fees.
The annual rate for spendable transfers, distributed quarterly, is 4% of the spendable base of each endowment’s
principal fund. The principal fund’s spending base is a percentage of the market value, and is adjusted quarterly, if
necessary, to fall within a range of 85% to 95% of the market value of the endowment investments. In addition, the
principal fund is assessed an annual 1.3% administrative fee, charged quarterly. This fee is a portion of the funding
mechanism for the development and alumni programs of the University.
Investment Policy – The Foundation’s investment objectives are to provide a nominal annual return of 8.3% in order
to preserve, or increase, the purchasing power of endowment capital, while generating an income stream to support
activities of the funds held for the colleges and units of the University. This policy is designed to tolerate volatility in
short and intermediate-term performance. Endowment assets are invested by UFICO, per the terms of a
management agreement dated January 1, 2009, in a manner that is intended to produce results that exceed both the
UFICO Board Policy benchmark (a blended benchmark that reflects the actual asset allocation of the investment
pool) and the 70% Russell 3000 / 30% Barclays Aggregate Bond Index benchmark.
To satisfy its long-term rate of return objectives, the Foundation relies on a total return strategy in which investment
returns are achieved through both capital appreciation (realized and unrealized) and current yield (interest and
dividends). The Foundation, through UFICO, targets a diversified asset allocation that places an emphasis on hedge
strategies and private investments to achieve long-term objectives within prudent risk constraints.
21
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 7.
Endowment (Continued)
Unrestricted
Endowment Net Asset Composition by
Type of Fund
Donor-restricted endowment funds:
June 30, 2011
$
June 30, 2010
Changes in Endowment Net Assets Endowment net assets, June 30, 2009
$
Investment return:
Investment income (net of investment expenses)
Real estate net depreciation (realized and unrealized)
Net appreciation (realized and unrealized)
Total investment return
$ 261,580,870
$ 1,039,105,995
$ 1,295,313,181
153,431,150
984,949,668
1,104,572,604
(58,561,194)
$ 123,206,659
945,944,327
$ 1,010,589,792
(677,948)
(677,948)
8,227,004
(677,948)
95,882,500
103,431,556
39,683,289
39,683,289
Contributions and other revenues
Contributions and other revenues
Appropriation of endowment assets for
expenditure
Endowment net assets, June 30, 2011
-
8,227,004
71,129,520
79,356,524
-
$
(33,808,214)
(49,132,033)
153,431,150
984,949,668
(49,132,033)
1,104,572,604
28,434,530
28,434,530
(2,034,281)
162,864,936
160,830,655
(1,865,712)
(1,865,712)
(2,034,281)
(1,865,712)
191,299,466
187,399,473
56,022,039
56,022,039
$ 1,039,105,995
(52,680,935)
$ 1,295,313,181
-
$
Total
(5,373,684)
24,752,980
24,752,980
Investment return:
Investment loss (net of investment expense)
Real estate net depreciation (realized and unrealized)
Net appreciation (realized and unrealized)
Total investment return
Permanently
Restricted
(33,808,214)
-
Appropriation of endowment assets for expenditure
Endowment net assets, June 30, 2010
Temporarily
Restricted
(5,373,684)
22
(52,680,935)
$ 261,580,870
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 7.
Endowment (Continued)
Underwater Endowments – As a result of market declines, the fair values of certain recently established donorrestricted endowments were less than the historical cost values (original gift/book values), and therefore, are
considered to be underwater. The fair value deficiencies of underwater endowments were approximately $5,400,000
and $33,800,000 at June 30, 2011 and 2010, respectively. These losses have been recorded as reductions in
unrestricted net assets in accordance with accounting principles generally accepted in the United States of America.
Future gains will be used to restore these deficiencies in unrestricted net assets before any net appreciation above
the historical cost value of such funds increases temporarily restricted net assets. Under current State of Florida law,
there is no legal obligation to restore these deficiencies.
Note 8.
Property and Equipment
Property and equipment and the related accumulated depreciation at June 30, 2011 and 2010, are summarized as
follows:
Land
Buildings
Vehicles
Equipment
$
Less: Accumulated depreciation
Property and equipment, net
Note 9.
$
2011
15,805,284
6,190,301
263,524
1,695,493
23,954,602
(4,905,409)
19,049,193
$
$
2010
7,599,534
6,502,617
349,092
1,230,726
15,681,969
(4,787,465)
10,894,504
Real Estate Held for Sale, Land Preserve and Permanent Collections
Contributions of real estate held for sale, land preserve and permanent collections are generally recorded at their
appraised value at the date of gift. Real estate held for sale is actively marketed with realtors and is expected to be
sold at a reasonable price. Land preserve and permanent collections are considered by management to be nonrevenue producing assets. These assets are not expected to provide revenue to the Foundation in the near future
due to donor restrictions.
23
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 9.
Real Estate Held for Sale, Land Preserve and Permanent Collections (Continued)
The table below sets forth a summary of changes in real estate held for sale, land preserve and permanent
collections for the year ended June 30, 2011 and 2010:
Balance, June 30, 2009
Donations
Purchases
Disposals
Impairments
Transfers
Balance, June 30, 2010
Donations
Purchases
Exchange of promissory notes for real estate
Disposals
Impairments
Balance, June 30, 2011
Real Estate
Held for Sale
$
6,364,324
5,201,167
(233,667)
(1,138,100)
10,193,724
3,062,884
2,871,116
(1,223,000)
(2,047,796)
$ 12,856,928
24
Land Preserve
$ 15,421,285
22,000
276,182
15,719,467
$ 15,719,467
Permanent
Collections
$ 25,748,158
4,598,242
253,462
30,599,862
1,067,216
1,047,616
$ 32,714,694
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 10.
Notes Payable
Notes payable at June 30, 2011 and 2010, consist of the following:
2011
Note payable, due to Shands Teaching Hospital and Clinics, Inc.
in annual installments of $100,000 through 2024. Noninterest
bearing (interest imputed at a rate of 3.25%), collateralized by
an asset with a carrying value of $1,300,000 (see Note 15).
Note payable to a bank, principal payments of $28,000 due
quarterly through 2011 with interest payable quarterly at a variable
rate based on 90 day LIBOR plus .85%. This note is collateralized
by the income stream from several externally managed trusts for
which the Foundation is not the trustee. This note was paid in full
in April 2011.
$
2010
1,300,000
-
$
1,400,000
112,859
Note payable to a bank, principal payments of $1,000,000 and
$450,000 due annually through 2012 with interest payable quarterly
at a variable rate based on 30 day LIBOR plus .85% (1.04% at
June 30, 2011). This note is collateralized by a pledge receivable.
450,000
1,450,000
Note payable to a bank, principal payments of $50,000 and $100,000
due annually through 2012 with interest payable quarterly at a variable
rate based on 30 day LIBOR plus .85% (1.04% at June 30, 2011).
This note is collateralized by a pledge receivable.
100,000
150,000
Note payable to a bank, principal payments of $579,950, $439,000
and $203,000 due annually through 2013 with interest payable
quarterly at a variable rate based on 30 day LIBOR plus 0.85%
(1.04% at June 30, 2011). This note is collateralized by pledges
receivable.
434,250
1,221,950
Note payable to a bank, principal due December 2010 with interest
payable quarterly at a variable rate based on the greater of 3% or
30 day LIBOR plus 1%. This note is collateralized by pledges
receivable. This note was paid in full in September 2010.
25
-
270,303
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 10.
Notes Payable (Continued)
2011
Note payable to a bank, principal due December 2010 with interest
payable quarterly at a variable rate based on the greater of 3% or
30 day LIBOR plus 1%. This note is collateralized by property.
This note was paid in full in December 2010.
2010
-
200,000
Unsecured note payable to a bank, with principal and interest due quarterly.
The interest is at a variable rate based on the greater of 3% or
overnight LIBOR plus 0.55% (3.0% at June 30, 2011). This note
matures annually with automatic one year renewals through
January 2019. Subject to bank approval and financial covenants,
the Foundation can exercise two 10-year renewal periods with
a maximum maturity date of December 2038. Proceeds to be used
for construction of a University administration building (see Note 15).
15,079,277
15,104,501
Unsecured note payable to a bank, principal due October 2011 with
interest payable quarterly at a variable rate based on overnight LIBOR
plus 1.25% (1.38% at June 30, 2011). Maximum loan amount is
$20,000,000. Proceeds to be used for construction of two
University buildings (see Note 15).
11,919,874
10,000,000
Note payable to an individual, due in monthly installments of $3,000
through 2011, $3,500 through 2016, $4,000 through 2021 and
$4,500 through 2034. The interest rate is 6%, and the note is
collateralized by property (see Note 15).
$
26
598,998
29,882,399
$
600,000
30,509,613
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 10.
Notes Payable (Continued)
Aggregate future maturities of notes payable at June 30, 2011, are summarized as follows:
Year Ending
June 30,
2012
2013
2014
2015
2016
Thereafter
$
$
Amount
13,273,306
382,963
397,449
412,679
429,690
14,986,312
29,882,399
Interest expense charged to operations totaled $707,399 and $387,879 for the years ended June 30, 2011 and 2010,
respectively which is allocated between the program and support services in the accompanying statement of
activities.
One note payable requires the Foundation to comply with financial covenants. The Foundation did not meet one of
the financial covenants at June 30, 2011, and has received a covenant waiver letter from the bank for a period of one
year from June 30, 2011.
27
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 11.
Net Assets
Temporarily restricted and permanently restricted net assets by purpose at June 30, 2011 and 2010, are as follows:
Net Assets
Temporarily
Permanently
Restricted
Restricted
June 30, 2011
General college support
Student financial aid
Faculty and staff support
Research
Facilities
Other
Total
June 30, 2010
General college support
Student financial aid
Faculty and staff support
Research
Facilities
Other
Total
$ 104,388,155
102,865,947
158,611,131
43,286,230
78,215,949
48,158,360
$ 535,525,772
207,783,946
259,442,013
383,842,008
116,959,450
11,861,084
102,909,017
$ 1,082,797,518
$
$
89,749,921
71,830,095
111,925,356
29,694,663
76,441,776
39,462,259
$ 419,104,070
$
202,245,676
246,826,141
359,264,532
114,166,097
11,940,480
100,532,469
$ 1,034,975,395
Unrestricted net assets (deficit) at June 30, 2011 and 2010 consist of the following:
Undesignated
Board designated:
Reserve fund
Revenue fund
Real estate fund
Total board designated
Total unrestricted net assests (deficit)
28
$
2011
6,745,831
$
4,320,002
444,562
2,517,586
7,282,150
14,027,981
$
2010
(26,378,839)
$
5,938,960
594,562
2,523,652
9,057,174
(17,321,665)
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 12.
Retirement Plan
The Foundation has a noncontributory, defined benefit pension plan (the Plan) which covers approximately 40% of
Foundation employees. The remaining personnel are State employees who participate in the University’s retirement
plan. The Plan provides for deferred benefits and covers Foundation employees, who are not State employees, with
more than 5 years of service and a minimum age of 21 years. Benefits are based on years of service and the
employee’s final average compensation as defined under the Plan. Contributions for eligible employees covered by
the Plan are made annually in compliance with legal funding requirements. Plan assets consist of investments in a
variety of fixed income and equity securities. Gallagher Benefit Services, Inc. serves as the Plan’s actuary as of
June 30, 2011 and Gabriel, Roeder, Smith & Company served as the Plan’s actuary as of June 30, 2010. The
measurement dates used were June 30, 2011 and 2010.
The following table presents a reconciliation of the beginning and ending balances of the benefit obligation, fair value
of plan assets and the funded status of the pension plan to the net amounts measured and recognized in the
statement of financial position at June 30, 2011 and 2010:
Accumulated benefit obligation at end of year
$
Change in projected benefit obligation:
Projected benefit obligation, beginning of year
Service cost
Interest cost
Actuarial (gain) loss
Benefits paid
Projected benefit obligation, end of year
$
Change in fair value of plan assets:
Fair value of plan assets, beginning of year
Actual return on plan assets
Employer contributions
Benefits paid
Fair value of plan assets, end of year
Unfunded status at end of year
$
2011
15,882,454
18,699,792
674,226
918,736
(2,285,536)
(380,179)
17,627,039
11,752,845
2,783,090
596,726
(380,179)
14,752,482
(2,874,557)
$
$
$
2010
14,716,630
14,987,243
749,020
930,252
2,329,178
(295,901)
18,699,792
9,924,969
1,268,323
855,454
(295,901)
11,752,845
(6,946,947)
The unfunded status at June 30, 2011 and 2010 of $2,874,557 and $6,946,947, respectively, is recorded in accounts
payable, accrued liabilities and other liabilities in the accompanying statement of financial position.
29
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 12.
Retirement Plan (Continued)
The following table presents the components of net periodic pension cost for the plan years ended June 30, 2011
and 2010:
Service cost
Interest cost
Expected return on plan assets
Amortization of prior service cost
Amortization of net loss
Net periodic pension cost
$
$
2011
674,226
918,736
(940,297)
3,245
752,994
1,408,904
$
$
2010
749,020
930,252
(795,183)
5,410
731,486
1,620,985
The net periodic benefit cost has been allocated over general and administrative, fundraising and alumni affairs
expenses in the accompanying statement of activities.
The weighted-average discount rate used to measure the projected benefit obligation was 5.67% and 5.48% as of
June 30, 2011 and 2010, respectively. The assumed rate of increase in future compensation levels was 3.5% and
6.0% as of June 30, 2011 and 2010, respectively. The discount rate is the estimated rate at which the obligation for
pension benefits could be effectively settled. The average wage increase assumption reflects the Foundation’s best
estimate of the future compensation levels of the individual employees covered by the Plan.
As of June 30, 2011, the amount of benefits expected to be paid, based on the assumptions used to measure the
benefit obligation are as follows:
Year Ending
June 30,
2012
2013
2014
2015
2016
2017 - 2021
$
Amount
465,217
513,552
563,150
665,263
718,884
4,421,398
As of June 30, 2011, the Foundation expects to contribute an amount that will satisfy the minimum funding
requirement. The minimum funding requirements may be in part, or in full, satisfied with the funding standard
carryover balance (credit balance) as calculated by the actuary.
The expected long-term rate of return on plan assets is 8.0% which reflects the average rate of earnings that the
Foundation estimates will be generated on the assets of the Plan.
30
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 12.
Retirement Plan (Continued)
The Foundation’s investment policy for pension plan assets includes various guidelines and procedures designed to
ensure assets are invested in a manner necessary to meet expected future benefits earned by participants. The
investment guidelines consider a broad range of economic conditions. Central to the policy are target allocation
ranges by major asset categories.
The investment policy for pension plan assets is periodically reviewed by the Foundation and UFICO for investment
matters. The policy is established and administered in a manner that is compliant at all times with applicable
government regulations.
The objective of the Plan is to maximize the investment return at appropriate levels of risk, while preserving the value
and ensuring the availability of funds to meet its obligations. The Plan has a long-term investment horizon.
Therefore, it can tolerate variability in short and intermediate-term investment performance, provided that returns
meet the actuarial rate of return objective. Investments of the Plan shall be diversified as to minimize the risk of large
losses.
The Plan’s weighted-average asset allocations at June 30, 2011 and 2010, by asset category are as follows:
Equity securities
Debt securities
Cash
Target Allocation
2012
70%
29%
1%
100%
Percentage of Plan Assets as of June 30
2011
2010
72%
68%
27%
31%
1%
1%
100%
100%
The following is a description of the valuation methodologies used for the Foundation’s pension plan assets
measured at fair value. There have been no changes in the methodologies used at June 30, 2011 and 2010:

Registered investment companies (mutual funds) – Valued at quoted market prices which represent the net
asset value of shares held by the Plan at year end.

Money market funds – Valued at the net asset value of shares held by the Plan at year end.

Common/collective trusts – Valued at the net asset value of the units held by the Plan at year end, as
reported by the investment manager.
The preceding methods described may produce a fair value calculation that may not be indicative of net realizable
value or reflective of future fair values. Furthermore, although the Foundation believes its valuation methods are
appropriate and consistent with other market participants, the use of different methodologies or assumptions to
determine the fair value of certain financial instruments could result in a different fair value measurement at the
reporting date.
31
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 12.
Retirement Plan (Continued)
The following tables summarize the Foundation’s pension plan assets, by level, within the fair value hierarchy, by
asset category at June 30, 2011 and 2010:
Description
June 30, 2011
Asset category
Registered investment companies:
Domestic equities
International equities
Fixed income
Money market fund*
Common/collective trust**
International equities
Total
June 30, 2010
Asset category
Registered investment companies:
Domestic equities
International equities
Fixed income
Money market fund*
Common/collective trust**
International equities
Total
Quoted
Prices in
Active
Markets for
Identical
Assets
(Level 1)
$
Significant
Observable
Inputs
(Level 2)
$
7,550,980
1,500,748
3,980,337
$ 13,032,065
$
$
$
5,647,692
1,166,499
3,645,630
-
$ 10,459,821
$
151,953
1,568,464
1,720,417
100,830
1,192,194
1,293,024
Significant
Unobservable
Inputs
(Level 3)
$
$
$
$
Fair Value
-
$
7,550,980
1,500,748
3,980,337
151,953
1,568,464
$ 14,752,482
-
$
-
1,192,194
$ 11,752,845
5,647,692
1,166,499
3,645,630
100,830
*The significant investment strategy of the money market fund is to preserve capital, liquidity and current income
through short-term money market instruments.
**The significant investment strategy of the common/collective trust is long-term capital appreciation through subaccounts investing in large and mid-cap companies located outside of the United States.
32
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 13.
University of Florida Alumni Association, Inc.
The financial statements of the Foundation include the accounts related to the University of Florida Alumni
Association, Inc. (the Alumni Association). The Foundation funds any operating deficiency of the Alumni Association
and the operating accounts relating to the Alumni Association have no assets or liabilities at the end of each fiscal
year. The following schedule presents the operating activities of the Alumni Association accounts administered by
the Foundation:
2011
Revenues and other additions:
Support from the Foundation
Alumni program support
Other
Total revenues and other additions
$
Expenses and other changes:
Alumni affairs supporting services
Alumni affairs pension changes other than net periodic pension costs
Total expenses and other changes
Change in net assets
33
$
2,300,057
1,975,133
204,631
4,479,821
5,114,815
(634,994)
4,479,821
-
2010
$
$
3,071,364
2,050,959
171,724
5,294,047
5,170,942
123,105
5,294,047
-
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 14.
Fee Assessment
The University has chosen to fund its development and alumni programs primarily through a series of fees. The fees
are part of the Foundation’s operating budget. The Foundation Board’s Finance Committee is responsible for
reviewing and recommending a fee assessment policy. Changes to the policy are approved by the Foundation’s
Board. The current fee schedule is as follows:
Fee Type
One-time Gift and Non-gift fees:
Fee Rate
Frequency
2.5000%
Per transaction
Gross amount of gift received
Non-cash gift
2.5000%
Per transaction
Net proceeds from liquidation of asset
Non-gift
2.5000%
Per transaction
Gross amount of receipt
Non-endowed:
Cash gift
2.5000%
Per transaction
Gross amount of gift received
Non-cash gift
2.5000%
Per transaction
Net proceeds from liquidation of asset
Non-gift
5.0000%
Per transaction
Gross amount of receipt
1.0000%
Per transaction
Gross amount of gift received
1.0000%
Per transaction
Net proceeds from liquidation of asset
Endowment:
Cash gift
Facilities:
Cash facilities matching gift
Non-cash facilities matching gift
Basis
Tigert and Horizon Funds – No gift fee is assessed at the time of the original contribution to the fund. The gift fee is
assessed when the purpose is determined and the gift is transferred from the fund.
Endowment – For endowment gifts, the gift fee is accrued as a payable in the spendable fund. One-half of each
quarterly spendable transfer is used to reduce the gift fee payable until the gift fee is repaid in full.
34
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 14.
Fee Assessment (Continued)
Fee Type
Recurring Administrative fees
Endowment principal funds:
Security investments
Fee Rate
Frequency
Basis
0.3250%
Quarterly
Spending base for pooled investments;
market value for non-pooled assets
Real estate held for resale, notes
receivable and other incomeproducing assets
0.3250%
Quarterly
Market value
Non-endowed investor pool funds:
Security investments
0.5000%
Quarterly
Market value
Real estate held for resale, notes
receivable and other incomeproducing assets
0.5000%
Quarterly
Market value
Non-endowed long-term investor pool – A quarterly investment fee of 0.50% is charged against the
market value of the investment.
Non-endowed moderate investor pool – A quarterly investment fee of 0.125% is charged against the
market value of the investment.
Non-endowed short-term pool fund/cash – No administrative fee is charged against the fund.
Tigert fund – A quarterly investment fee of .25% is charged against the market value of the fund.
Horizon fund – No administrative fee is charged against the fund.
Annuities and irrevocable trusts:
Security investments
0.1250%
Quarterly
Market value as of the previous
January 1
Real estate held for resale, notes
receivable and other incomeproducing assets
0.1250%
Quarterly
Market value
0.1875%
Quarterly
Market value as of the previous
January 1
0.1875%
Quarterly
Market value
Revocable trusts:
Security investments
Real estate held for resale
35
University of Florida Foundation, Inc.
Notes to Financial Statements
Note 14.
Fee Assessment (Continued)
During the years ended June 30, 2011 and 2010, the Foundation assessed the following fees:
Fees assessed on pooled investments
Gift fees associated with major gifts and eminent scholar
program funds
Gift fees associated with all other funds
Real estate fees
Non-gift fees
Total fees
$
2011
13,224,930
$
982,613
1,211,959
98,166
61,218
15,578,886
$
2010
13,271,118
$
697,051
1,804,878
62,532
87,518
15,923,097
These fees are included in investment return in the accompanying statement of activities. Effective July 1, 2010, onetime gift fees on non-endowed funds decreased to 2.5% from 5%.
Note 15.
Related Party Leases and Receivables
The Foundation assumed the financial obligation for a parking garage facility and the related $3,000,000 note
payable, current year-end balance of $1,300,000, from Shands Teaching Hospital and Clinics, Inc. during 1994.
Simultaneously, the Foundation executed a noncancelable operating lease with the University as the tenant. The
lease agreement requires the University to make annual lease payments of $100,000 to the Foundation through
June 30, 2024 (see Note 10).
The Foundation executed a noncancelable operating lease for real property with the University as the tenant. The
lease agreement requires the University to make monthly lease payments of $3,000 through 2011, $3,500 through
2016, $4,000 through 2021 and $4,500 through 2025. The University has the right to renew the lease; whereby, the
agreement requires monthly lease payments of $4,500 to be made through 2034 (see Note 10).
The Foundation has several long-term agreements relating to office facilities with the University expiring in 2044 to
2046. Lease payments for these facilities range from $1 per year to $10 per year, well below the current market
rates for comparable space. The Foundation recognized an expense and in-kind revenue associated with these
lease agreements of $1,762,033 and $1,815,971 for the years ended June 30, 2011 and 2010, respectively.
Included in the accrued interest and other receivables at June 30, 2011 and 2010, is $26,999,151 and $25,104,501,
respectively, due from the University related to advances on two notes payable for the construction of University
buildings as indicated in Note 10.
36
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F000031
F000089
F000305
F000447
F000449
F000689
F000707
F000733
F000891
F000979
F001027
F001157
F001239
F001375
F001437
F001605
F001763
F001767
F001841
F001933
F002005
F002101
F002111
F002133
F002139
F002171
F002241
F002305
F002331
F002371
F002383
F002391
F002409
F002429
F002431
F002433
F002451
F002515
F002539
F002575
F002589
F002653
F002655
F002679
F002693
Gator Club® of Volusia County Scholarship Fund
Jacksonville Gator Club®
Gahan Scholarship/Fellowship Fund
Gator Club® of Central Florida Scholarship Fund
Leavitt/Lee-McCachren/Boyd Scholarship
Grebe-Wahlberg Memorial Fund
Rose, Johnson, Wohlgemuth, Schlueter and McFerrin Scholarship
Claudia Ross Memorial Scholarship Fund
Walter J. Matherly Professorship Fund
Newton C. Ebaugh Professorship in Mechanical Engineering
E. Lovelle Ahrano Scholarship Fund
William R. Kenan, Jr. Professorship Fund
William W. and Marie C. Wolff Scholarship Fund
Stephen C. O'Connell/Capital Gator Club® Scholarship
Charles B. Viall, III Scholarship Fund
Edward R. Woodward Professorship
Ernst & Young Professorship of Accounting
Charles M. Shinn, Jr. Endowment for Citrus Research
O. Ruth McQuown Scholarship Fund
Addison Franklin Marshall Scholarship in Civil Engineering
Salsbury Endowment Fund for Veterinary Medicine Scholarships
Gertrude Brick Memorial Fund
Milk Bottle Promotion Fund
Jessie Ball duPont Fund Craniofacial Center Endowment
Dolly and Robert L. Secrist, Sr. Scholarship Fund
Florida Rural Rehabilitation Corporation, Inc., Scholarship Fund in Agriculture
James G. Richardson Lectureship
Frederick E. Fisher Accounting Fund
F. N. Rhines and W. R. Tarr Scholarship
KPMG Professorship in Accounting Fund
R. F. Lanzillotti Graduate Fellowship in Public Policy Research
Hurst Business Law Endowment
Meredith Lewis Glover Memorial Scholarship
Center for Greek Studies Endowment
R. David Thomas Endowed Legislative Professorship
John W. Martin and Annie Mae Martin Phillips Scholarship
John W. Stovall Memorial Scholarship
Billie K. and Betty C. Stevens Scholarship Fund
Harbert S. Gregory Distinguished Lectureship
Doris Lowe and Earl and Verna Lowe Scholarship
Caroline Julier and James G. Richardson Art Acquisition Fund
Clarence TeSelle Endowed Professorship
University Women's Club Scholarship
Vladimir Grodsky Memorial Scholarship
Ralph G. Blodgett Scholarship
Balance at
June 30, 2010
$
119,901
117,048
1,217,226
220,436
293,947
491,877
593,034
480,287
280,502
2,701,190
4,089,422
1,863,535
894,083
377,864
347,370
1,654,828
446,779
182,153
880,860
321,567
605,991
426,737
481,309
361,981
246,984
1,283,313
407,134
4,236,980
196,256
594,841
288,494
636,304
304,829
481,693
251,521
635,449
530,384
64,004
337,208
1,896,297
2,613,171
651,874
445,370
217,281
302,435
Corpus at
June 30, 2010
$
112,784
96,974
847,544
163,588
201,205
340,417
357,037
340,151
158,917
1,334,440
4,129,219
739,956
650,385
280,994
280,079
969,623
246,257
152,255
522,961
283,346
446,404
419,323
238,774
219,538
146,056
744,448
328,186
3,452,957
174,996
405,960
147,475
390,203
153,232
299,015
148,944
324,937
295,527
36,731
358,376
1,789,349
1,446,494
348,326
313,165
143,213
197,920
(Continued)
37
Contributed
Corpus
$
16,000
50
610
150
16,070
24
10,000
207,860
-
Investment
Income
$
18,368
16,208
187,790
33,744
43,049
75,266
88,934
70,473
43,230
416,327
661,736
237,939
136,952
57,343
54,122
246,405
67,801
25,494
137,109
48,296
90,812
65,156
65,112
56,825
37,836
196,824
59,028
635,831
30,065
94,763
36,773
97,996
43,304
70,756
38,531
90,260
81,334
9,638
51,739
283,374
274,707
100,057
68,809
33,286
46,322
Corpus
Transfers
Expenses
$
(12,500)
(53,500)
(4,003)
(20,023)
(18,504)
(14,963)
(10,250)
(90,000)
(12,902)
(2,531)
(28,000)
(13,000)
(10,000)
(80,000)
(30,000)
(24,000)
(30,883)
(3,000)
(16,000)
(10,500)
(5,001)
(8,356)
(41,300)
(2,625)
(154,075)
(6,640)
(25,197)
(5,000)
(15,028)
(14,500)
(15,808)
(20,000)
(25,000)
(1,500)
(19,130)
(91,500)
(1,700)
(15,527)
(7,350)
(18,000)
$
Balance at
June 30, 2011
Other
-
$
8,444
5,000
1,500
1,000
-
$
134,213
149,256
1,351,516
254,180
333,043
547,730
663,614
535,797
313,482
3,027,517
4,754,326
2,098,943
1,003,035
422,207
391,492
1,821,233
484,580
183,647
987,086
366,863
680,803
481,393
546,421
413,829
276,464
1,438,837
478,537
4,720,236
219,681
872,267
320,267
719,272
333,633
537,641
290,052
705,709
586,718
72,142
369,817
2,088,171
2,887,878
750,231
498,652
243,217
330,757
Corpus at
June 30, 2011
$
112,784
112,974
847,544
163,588
201,255
341,027
357,187
340,151
158,917
1,334,440
4,145,289
739,956
650,385
280,994
280,079
969,623
246,257
152,255
522,961
283,346
446,404
419,323
238,774
219,562
146,056
744,448
338,186
3,452,957
174,996
613,820
147,475
390,203
153,232
299,015
148,944
324,937
295,527
36,731
358,376
1,789,349
1,446,494
348,326
313,165
143,213
197,920
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F002713
F002751
F002815
F002873
F002883
F002895
F002897
F002923
F002967
F002979
F002981
F002993
F003013
F003017
F003023
F003039
F003075
F003129
F003145
F003147
F003155
F003159
F003161
F003163
F003217
F003225
F003227
F003251
F003271
F003273
F003279
F003311
F003313
F003317
F003339
F003355
F003367
F003377
F003405
F003419
F003435
F003439
F003443
F003449
F003465
Melton Endowed Legislative Professorship Fund
Daniel Leroy Claville, Jr. Scholarship
Helene Fuld Gift Fund
Frances P. Weaver Scholarship Fund
Manning J. Dauer Fellowships
John B. Boy/United States Sugar Corporation Scholarship in Mechanical Engineering
John B. Boy/US Sugar in Agricultural Engineering Fund
McGinty Endowment
H. S. and D. L. Daniels Professorship in Prevention of Blindness
Bayard and Arthur Fawcett Scholarship Fund for Nursing Excellence
Emily and Alexander Coudray Memorial Fund
Susan Brown Memorial/Florida Beefmasters Breeders Scholarship Fund
Nursing Student Development
Darrey A. Davis Memorial Scholarship Fund
Herbert S. Dolgoff Scholarship Fund
William D. Hussey Professorship of Business Administration
Harn Program Endowment Fund
Florida Nursery, Growers and Landscape Association Endowed Research Fund
Hunt Bros Endowment for Fellowship in Citrus Research & Education Lake Alfred
Hundred Club of Broward County Inc. Scholarship Program
Wayne H. Chen Endowed Memorial Scholarship Fund
JCPenney Professorship I
JCPenney Professorship II Fund
JCPenney Retailing Fund
Edward Shedd Wells Term Professorship-Stereotactic & Functional Neurosurgery
Philip L. Graham Scholarship Fund
New York Times Scholarship Fund
Cope and Edna Newbern Fund
Rodney R. Million, M.D. Chairman's Professorship in Radiation Therapy
John P. Cofrin Professorship in Radiation Therapy
Motorola Named Endowed Graduate Fellowship in Electrical Engineering
J. Michael Cook/Deloitte and Touche Professorship Fund
Phillip J. MacLennan Memorial Scholarship Fund
William A. Emerson/Merrill Lynch Professorship Fund
Orlando Sentinel/South Florida Sun-Sentinel Scholarship Fund
Camp Dresser and McKee Endowed Fellowship
Ronnie H. Walker Scholarship Fund
St. Petersburg Times Scholarship Fund
Chemistry Graduate Scholarship Fund
UF Resident Alumni Professorship
Central Florida Builders' Exchange Frank W. Reed Scholarship Fund
Knight Professorship in Archaeology
Russell Corporation Endowed Scholarship Fund
W. E. Davis Family Faculty Fellowship
Melville G. Brinson Family Graduate Fellowship
Balance at
June 30, 2010
Corpus at
June 30, 2010
242,793
159,644
263,511
819,811
851,876
132,901
132,236
222,222
4,344,858
300,740
86,697
308,770
157,488
466,702
644,109
544,886
1,207,481
1,066,670
1,263,795
290,506
144,290
565,882
572,731
280,003
2,215,412
283,439
263,819
1,014,081
2,630,778
2,381,370
322,558
542,580
272,559
497,727
261,046
265,373
304,545
264,342
467,141
1,065,026
348,210
721,231
250,141
301,261
253,524
147,455
111,903
112,060
440,080
466,548
73,198
73,144
149,680
2,401,001
150,000
52,346
150,000
90,942
222,870
371,225
308,899
775,577
876,419
801,128
150,000
105,495
300,000
300,000
150,000
1,395,000
151,502
150,000
1,020,261
1,347,806
1,316,888
150,000
300,897
151,569
301,524
150,000
150,500
151,125
150,000
409,230
592,321
191,727
457,000
150,000
157,024
149,981
(Continued)
38
Contributed
Corpus
100
2,500
12,145
1,580
1,000
-
Investment
Income
36,906
24,664
31,621
122,191
127,534
20,578
20,606
34,174
679,891
42,918
12,849
40,230
22,164
61,340
96,804
81,348
189,533
163,075
184,746
43,638
22,464
87,276
87,276
43,638
342,730
41,634
39,314
157,947
365,261
357,661
40,967
102,870
39,734
76,898
38,179
39,978
37,945
38,347
73,423
142,556
50,227
112,569
37,052
38,708
38,442
Expenses
(14,000)
(5,454)
(25,000)
(26,650)
(5,000)
(3,420)
(3)
(191,200)
(1,500)
(10,193)
(8,000)
(11,600)
(24,000)
(26,463)
(22,160)
(41,615)
(35,304)
(114,543)
(4,500)
(40)
(15,360)
(21,860)
(12,000)
(70,000)
(8,000)
(8,000)
(31,250)
(80,000)
(30,000)
(3,000)
(16,000)
(15,360)
(8,000)
(9,543)
(2,000)
(10,250)
(4,069)
(6,520)
(8,400)
(4,099)
(25)
(15,989)
Corpus
Transfers
150,014
-
Other
7,842
60,927
200
Balance at
June 30, 2011
265,699
178,854
295,132
917,002
952,760
148,479
149,422
256,493
4,833,549
342,158
97,195
341,000
168,052
504,042
716,950
604,074
1,355,399
1,206,586
1,333,998
329,644
168,294
637,798
638,147
311,641
2,488,142
317,073
295,133
1,140,778
2,916,039
2,709,031
360,525
856,391
296,293
559,265
291,225
295,808
340,490
292,439
536,495
1,207,582
391,917
825,400
283,094
340,944
276,177
Corpus at
June 30, 2011
147,455
111,903
112,060
440,080
466,548
73,198
73,144
149,780
2,401,001
150,000
52,346
150,000
90,942
222,870
373,725
308,899
775,577
888,564
801,128
150,000
107,075
300,000
300,000
150,000
1,395,000
151,502
150,000
1,020,261
1,347,806
1,316,888
150,000
450,911
151,569
301,524
150,000
150,500
151,125
150,000
409,230
592,321
191,727
457,000
150,000
158,024
149,981
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F003467
F003475
F003485
F003513
F003533
F003557
F003577
F003611
F003629
F003641
F003673
F003683
F003695
F003715
F003733
F003751
F003757
F003761
F003777
F003809
F003833
F003835
F003845
F003849
F003861
F003883
F003899
F003905
F003909
F003927
F004005
F004009
F004013
F004017
F004019
F004021
F004027
F004035
F004053
F004055
F004061
F004077
F004085
F004089
F004107
F004123
Paul G. and Harriette C. Franklin Scholarship
PricewaterhouseCoopers Professorship in Accounting
Frank L. Weyenberg MBA Scholarship
Brady S. Johnston Scholarship Fund
Robert L. Kaplan Visiting Professorship Fund
James W. Kynes Memorial Scholarship Fund
Frank E. Bryant, Jr. Scholarship Fund
Nursing Faculty Development Fund
Evelyn Timm Koenig Memorial Endowment Fund
Morton Amsterdam Foundation Scholarship Fund
Jim Steiner Endowed Scholarships
Walter Lorenz Endowed Scholarship
L. D. Hupp Term Professorship for Pediatric Neurosurgery
H. T. Odum Graduate Fellowship
Samuel Proctor Fellowship Fund In History
Board of Associates Faculty Endowment
W. A. McGriff, III Endowed Professorship Fund
Paul M. , Laura L. and Amy L. Deutsch Endowment in Life Care Planning
Freedom Forum Scholarship Fund
Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. Endowed Scholarship
Harry Rich Endowment For Holocaust Studies
Susan and Howard Kaskel Scholarship
Miami Herald South Florida Scholarship Fund
Mr. and Mrs. E. J. Notley Scholarship Fund
Macfarlane Ferguson & McMullen, P.A. Scholarship
Governor R. H. Gore, Sr. Memorial Scholarship
W. Paul and Erin C. Shelley Scholarship Fund
Walter and Louise Sutcliffe Scholarship Fund
Bank of America Endowed Professorship in Finance
C. E. Norris Memorial/Lake County Gator Club® Endowment
Elroy L. Decker Scholarship Fund
Ruth M. Baldwin Endowed Book Purchase Fund
James E. Rooks, Jr. Professorship in Neurology
Huber Hurst Professorships
WUFT-TV Endowment Fund
WUFT-FM Endowment
Andrew J. Ferendino Endowment
Dunspaugh-Dalton Foundation, Inc. Scholarship Fund
JCPenney Graduate Fellowship
GrayRobinson, P.A. Endowed Scholarship
Palm Beach Post/Cox Foundation Scholarship Fund
McClatchy Endowed Professorship in Business Administration
Irving Cypen Freshman Scholarship
Bob Paul Family Professorship of Neurology for Research in Alzheimers Disease & Related Disorders
W. W. Massey, Sr. Presidential Scholarship Fund
College of Nursing Endowed Scholarship Fund
Balance at
June 30, 2010
Corpus at
June 30, 2010
8,526,719
535,658
541,614
276,451
297,535
876,547
241,586
1,055,944
823,706
267,730
263,767
490,913
1,999,213
104,913
460,331
90,905
1,491,107
44,217
293,332
315,553
446,274
70,846
261,687
660,283
265,811
317,930
356,365
353,448
530,264
180,981
173,692
675,566
1,722,427
1,047,136
1,378,524
783,854
252,455
273,512
303,181
258,914
262,079
593,998
363,070
1,179,568
286,948
563,809
5,199,864
300,584
300,062
176,318
165,123
528,465
149,093
544,148
717,075
156,000
149,764
303,145
1,050,000
60,438
280,933
61,353
782,937
25,000
147,648
150,000
293,945
39,925
149,963
393,413
149,963
150,150
249,480
150,047
300,000
153,656
158,464
459,431
1,389,276
602,644
737,282
573,262
151,227
150,000
150,000
151,000
160,000
300,000
167,156
801,311
177,550
316,235
(Continued)
39
Contributed
Corpus
23,713
909
25,000
1,000
12,613
1,000
210
Investment
Income
1,306,227
81,491
81,788
42,603
42,223
130,707
36,208
124,793
122,189
40,401
39,960
71,722
280,146
14,915
66,608
14,212
211,267
5,051
42,716
39,112
63,386
10,946
38,654
100,528
38,159
47,097
51,478
50,769
79,416
26,682
23,432
98,305
255,713
161,777
172,573
103,659
38,253
39,192
45,850
38,804
38,857
83,412
52,078
185,393
44,186
82,256
Expenses
(433,240)
(34,500)
(27,140)
(11,650)
(9,000)
(22,025)
(8,500)
(74,540)
(66,993)
(8,000)
(10,664)
(12,000)
(60,000)
(5,023)
(49,500)
(46,520)
(14,000)
(13,500)
(625)
(2,420)
(8,000)
(26,500)
(20,000)
(10,000)
(24,025)
(7,956)
(15,000)
(750)
(130,000)
(35,786)
(104,173)
(65,353)
(12,000)
(21,000)
(15,670)
(10,000)
(6,000)
(25,600)
(15,001)
(41,550)
(10,974)
(2,856)
Corpus
Transfers
Other
-
52,597
68
100
Balance at
June 30, 2011
9,399,706
582,649
596,262
307,404
330,758
985,229
269,294
1,106,197
902,615
300,131
293,063
550,635
2,219,359
115,714
477,439
105,117
1,655,854
49,268
322,048
341,165
534,035
79,372
292,341
734,311
283,970
355,027
384,818
396,261
609,680
192,663
196,374
773,871
1,848,140
1,173,127
1,512,134
823,228
278,708
291,704
333,361
287,718
294,936
651,810
400,147
1,323,411
320,160
643,519
Corpus at
June 30, 2011
5,199,864
300,584
300,062
176,318
165,123
528,465
149,093
544,148
740,788
156,000
149,764
303,145
1,050,000
61,347
280,933
61,353
782,937
25,000
147,648
150,000
318,945
39,925
149,963
393,413
149,963
150,150
250,480
150,047
300,000
153,656
158,464
459,431
1,389,276
602,644
749,895
574,262
151,227
150,000
150,000
151,000
160,000
300,000
167,156
801,311
177,550
316,445
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F004145
F004153
F004155
F004165
F004167
F004169
F004181
F004187
F004199
F004205
F004209
F004213
F004225
F004227
F004259
F004273
F004301
F004305
F004313
F004339
F004341
F004355
F004359
F004365
F004367
F004389
F004395
F004399
F004417
F004429
F004439
F004457
F004461
F004475
F004483
F004489
F004497
F004509
F004519
F004525
F004527
F004533
F004565
F004571
F004575
F004577
Mr. and Mrs. Warren Trottman Scholarship Fund
Virginia Sutherland Root Professorship of Pediatric Cardiology Fund
Kenneth and Janet Keene Endowed Fellowship in the Mathematical Sciences
Albert E. and Birdie W. Einstein Professorship in Computer Assisted Stereotactic Neurosurgery
Robert C. Pittman Fellowship Endowment in the College of Engineering
Judge George C. Carr Scholarship Fund
Florida Surveying and Mapping Society Scholarship
Herbert Russell Gaylord Endowment for Resources in the University Library
Lane, Trohn, Clarke, Bertrand & Williams, P.A. Scholarship
Benjamin Greenbaum Family Visiting Professor Endowment
Egbert R. Beall/Beall's Department Stores, Inc. Faculty Fellowship in Marketing
William R. Hough MBA Faculty Fellowship
Icard, Merrill, Cullis, Timm, Furen & Ginsberg, P.A./Jacksonville Law Alumni Tuition Scholarship
Vaughn-Jordan Foundation Scholarship Fund
William and Else Jennings Scholarship
Threadgill Scholarship Program
Carl E. Johnson Memorial Fund
Holland & Knight LLP Scholarship
Drago Professorship in Inorganic Chemistry
Gold Family Scholarship
James A. Cummings, Inc. Scholarship Fund
George W. Tedder, Jr. and Susan Heald Tedder Scholarship Fund
Annette Kendall Katzoff Fellowship Fund
Hearst Visiting Professorship Endowment Fund
Wedgworth Graduate Fellowship Endowment
Gerald L. Gunter Memorial Professorship Endowment
J. H. Shimberg Distinguished Professorship Fund
Shimberg Discretionary Fund
Gary R. Gerson Visiting Professorship Fund
Ida Rogero Childre Fellowship and Assistantship Fund in Affordable Housing
Mr. and Mrs. George W. Etheridge, Jr. Scholarship
George T. Singleton, M.D. Professorship
Frances Millikan Reitz Scholarship Fund
Pottash Professorship in Psychiatry and Neuroscience
Dunspaugh-Dalton Foundation, Inc. Professorship in Brain and Spinal Surgery
Edith P. Pitts Music Scholarship
Don M. Smith Marine Scholarship/Fellowship
Haskel Hess Professorship in Anatomy and Cell Biology
Wells Fargo Faculty Fellowship Fund
Justus Reid Scholarship Fund
Joan S. Mendenhall Fellowship Fund
Dunwody Visiting Professorship and Lecture in Law Fund
Jerome Bain Scholarship Fund
Medical Alumni Professorship
John S. and James L. Knight Foundation Scholarship Fund
Homer and Dolly Hand Fellowship Fund
Balance at
June 30, 2010
Corpus at
June 30, 2010
1,286,970
1,756,133
281,907
1,722,254
1,670,264
265,573
247,463
493,173
278,014
310,700
245,252
269,842
237,032
286,414
1,112,205
301,148
307,713
655,032
1,487,845
295,510
224,926
252,606
288,355
691,984
784,012
457,587
2,053,146
207,392
229,782
261,021
241,861
819,912
305,368
1,578,023
1,479,446
279,315
634,841
2,555,572
228,403
234,912
251,366
443,709
253,757
541,916
1,435,745
499,990
750,000
903,881
150,993
1,049,985
824,569
153,486
151,712
305,678
150,194
147,613
150,000
149,450
149,508
149,995
612,856
196,250
167,265
453,735
1,039,468
181,026
150,000
151,551
149,994
400,185
450,000
299,342
1,427,200
158,689
150,000
151,024
150,000
793,330
180,175
900,000
1,000,000
150,565
448,557
1,708,567
150,000
149,999
153,149
299,988
150,000
312,001
901,638
299,994
(Continued)
40
Contributed
Corpus
5,000
50
100
-
Investment
Income
197,154
272,011
42,416
244,062
202,179
38,534
37,646
65,732
38,093
44,599
35,865
39,439
34,911
37,508
166,852
46,430
46,246
95,438
210,899
45,077
35,065
34,911
39,262
92,393
116,592
68,810
322,567
31,342
35,763
40,975
35,759
116,747
42,867
224,199
212,539
37,457
99,763
344,106
34,279
34,161
36,414
67,791
39,205
72,250
215,540
75,584
Expenses
(65,391)
(86,425)
(70,000)
(15,000)
(3,000)
(16,000)
(5,112)
(23,291)
(13,000)
(47,000)
(1,000)
(2,657)
(47,000)
(80,083)
(13,125)
(6,000)
(5,000)
(25,000)
(15,000)
(15,860)
153
(1,000)
(8,500)
(16,000)
(12,001)
(19,003)
(11,000)
(7,680)
(14,000)
(26,222)
(15,000)
(8,669)
(10,000)
(94,750)
(10,000)
Corpus
Transfers
Other
-
3,300
-
Balance at
June 30, 2011
1,418,733
1,941,719
324,323
1,896,316
1,872,443
289,107
282,109
558,905
300,107
355,299
276,005
285,990
258,943
323,922
1,232,057
346,578
351,302
703,470
1,621,961
332,462
253,991
282,517
327,617
759,377
885,604
510,537
2,375,713
238,734
265,698
300,996
269,120
920,659
336,284
1,802,222
1,691,985
297,869
723,604
2,899,678
255,002
255,073
261,558
496,500
284,293
604,166
1,556,535
565,574
Corpus at
June 30, 2011
750,000
903,881
150,993
1,049,985
824,569
153,486
151,712
305,678
150,194
147,613
150,000
149,450
149,508
149,995
612,856
196,250
167,265
453,735
1,039,468
186,026
150,000
151,551
149,994
400,185
450,000
299,342
1,427,200
158,689
150,000
151,024
150,000
793,330
180,225
900,000
1,000,000
150,665
448,557
1,708,567
150,000
149,999
153,149
299,988
150,000
312,001
901,638
299,994
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F004597
F004603
F004641
F004675
F004687
F004719
F004743
F004763
F004777
F004793
F004797
F004801
F004815
F004823
F004827
F004841
F004865
F004871
F004883
F004887
F004895
F004897
F004905
F004909
F004921
F004929
F004939
F004955
F004961
F004969
F004981
F004993
F005001
F005003
F005005
F005013
F005039
F005061
F005083
F005107
F005121
F005133
F005143
F005145
F005153
F005189
Carlton Fields Scholarship Fund
William E. Crown, Jr. Fellowship
Louise Seaman Bechtel Visiting Professorship
Invertebrate Paleontology Collection Endowment
St. Petersburg Times/James P. Kerlin Fellowship
Robin and Jean Gibson Fellowship Endowment
Jules B. Chapman, M.D. Endowed Scholarship Fund
Wagley/Carter Endowed Fellowship Fund
Huizenga Professorship in Sports Medicine
Emily Howard Bateman Scholarship
STOP! Children's Cancer of Palm Beach County, Inc. Professorship in Pediatric Oncology
Knox Millsaps Memorial Endowment Fund
Elizabeth E. Larsen Music Scholarship
Kenneth W. Grader Professorship Fund
Reuters Foundation Scholarship Fund
R. Perry Frankland Term Professorship Fund
Dr. and Mrs. Henri Theil Endowment for the University Gallery
John C. Pinkerton Scholarship Fund
Emanuel and Raidie P. Merdinger Scholarship Fund
Joel R. Wells, Jr. Endowments in Finance Fund
Elizabeth E. Larsen Memorial Fund
Barbara A. and John M. Cirino Scholarship/Fellowship Fund
Guy W. Botts Scholarship Fund
B. L. Stalnaker Professorship in Obstetrics and Gynecology
Magazine Fund
Sam T. Dell Term Professorship
Preservation Institute: Nantucket Operational Endowment
Daniel Sinclair Bredahl Memorial Scholarship
Agricultural Research Center, Inc. Professorship
Gerald Sohn Term Professorship
Marc Desiderio Pediatric Oncology Fellowship
Rudolph Acosta, Jr., M.D. Professorship In Urology Fund
Bunnie Othanel Smith Professorship Fund
Coker, Myers, Schickel, Cooper and Sorensen, P.A. Trial Team Scholarship
Edwin C. Kirkland and Mary Kirkland-Johns Scholarship
Gerson Jewish Studies Scholarship/Fellowship
Jessie Ball duPont-Magid Endowment
Arthur and Anna Sahakian Scholarship
Chesterfield Smith Professorship Fund
Florida Leadership Program Endowment
Christopher M. Squitieri Scholarship
George K. and Ruthanna Davis Scholarship Fund
Dorion/Springer Professorship Fund
Cracchiolo Family Professorship In Surgery
William Merz Professorship in Neurological Surgery Fund
Gwynndolen F. Jensen Scholarship
Balance at
June 30, 2010
Corpus at
June 30, 2010
229,738
486,569
613,499
304,869
250,985
503,008
500,364
197,627
508,765
480,389
1,572,752
472,806
107,431
1,918,903
227,908
330,539
231,951
251,718
2,778,535
719,639
557,119
214,678
259,509
2,453,310
220,333
228,925
515,963
268,094
540,788
227,906
244,527
460,460
457,300
253,171
2,255,749
499,199
257,706
1,610,392
869,478
2,529,962
372,273
443,248
1,049,051
1,098,235
344,566
857,930
150,500
299,998
393,188
250,463
155,515
300,000
374,686
150,038
302,778
300,127
1,291,184
366,459
56,590
1,069,001
150,000
218,665
171,348
152,792
2,560,061
450,000
340,974
148,743
162,604
1,990,000
152,089
150,033
372,675
180,894
357,656
150,000
150,100
300,000
295,987
180,858
1,443,722
300,000
165,000
1,077,494
565,925
2,302,872
226,448
304,586
1,053,248
750,000
300,000
640,000
(Continued)
41
Contributed
Corpus
25,000
1,000
970
-
Investment
Income
34,149
68,279
88,027
40,983
38,558
74,954
77,375
28,202
73,214
71,579
247,403
65,001
14,050
258,816
31,481
51,064
35,236
36,815
398,900
106,696
78,889
31,323
38,393
384,218
33,261
35,271
81,097
41,400
67,160
35,578
36,725
62,449
69,803
35,733
342,382
69,876
35,995
246,700
136,582
386,972
53,293
66,141
164,354
153,170
53,354
134,254
Expenses
(9,000)
(18,000)
(1,500)
(20,044)
(10,538)
(18,129)
(21,442)
(9,000)
(15,000)
(15,807)
(39,702)
(25,115)
(1,000)
(27,000)
(6,952)
(11,313)
(275)
(15,000)
(99,167)
(48,000)
(18,000)
(4,500)
(13,000)
(70,000)
(6,393)
(8,300)
(18,159)
(7,044)
(15,000)
(5,600)
5,493
(5,753)
(65,000)
(16,000)
(81,823)
(29,366)
(100,000)
(3,000)
(25,000)
(25,000)
(60,000)
(33,000)
Corpus
Transfers
Other
-
1,600
3,000
-
Balance at
June 30, 2011
254,887
536,848
700,026
327,408
279,005
559,833
556,297
216,829
566,979
536,161
1,805,453
516,692
120,481
2,150,719
252,437
370,290
266,912
273,533
3,078,268
778,335
618,008
241,501
284,902
2,767,528
247,201
255,896
578,901
303,420
592,948
257,884
286,745
522,909
521,350
288,904
2,533,131
569,075
277,701
1,775,269
976,694
2,816,934
422,566
484,389
1,188,405
1,191,405
397,920
959,184
Corpus at
June 30, 2011
150,500
299,998
393,188
250,463
155,515
300,000
374,686
150,038
302,778
300,127
1,316,184
367,459
56,590
1,069,001
150,000
218,665
171,348
152,792
2,560,061
450,000
340,974
148,743
162,604
1,990,000
152,089
150,033
372,675
181,864
357,656
150,000
150,100
300,000
295,987
180,858
1,443,722
300,000
165,000
1,077,494
565,925
2,302,872
226,448
304,586
1,053,248
750,000
300,000
640,000
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F005237
F005245
F005251
F005267
F005271
F005273
F005279
F005281
F005289
F005291
F005293
F005309
F005323
F005325
F005373
F005375
F005377
F005379
F005385
F005403
F005407
F005425
F005429
F005437
F005439
F005447
F005459
F005463
F005467
F005469
F005471
F005487
F005491
F005507
F005555
F005573
F005597
F005605
F005621
F005649
F005651
F005669
F005671
F005673
F005679
F005683
Hazen E. Nutter Scholarship Fund
Floyd-Gehan Scholarship
Chester C. Holloway Professorship in Entrepreneurship
Dr. Denny M. Cook Memorial Scholarship
Hilda W. Dobbins Scholarship
Joseph and Leila Applebaum Visiting Professorship
Deloitte and Touche Honor Roll Professorship
Dr. and Mrs. Robert B. Bennett Fund
Florida Archaeology Professorship
David M. Drylie, M.D. Visiting Professorship
John W. Donahoo Scholarship
Roy A. Howard Scholarship for Latin American Studies
Joachim S. Gravenstein Professorship in Anesthesiology
Robin and Jean Gibson Term Professorship
Frank J. Sindelar Scholarship
Mikki and Morris Futernick Visiting Professorship
Charlotte M. Liberty Scholarship and Academic Support Fund
Ralph and Bronia Lowenstein Fellowship
Robert H. and Kathleen M. Axline Professorship in Surgery
Airth, Clayton, Warren, and Sisler Scholarship
Alfred T. Airth General Scholarship Fund
Robert H. and Kathleen M. Axline Acquisition Endowment
William M. Inman and Clara Strickland Inman Graduate Fellowship
PricewaterhouseCoopers ISOM Professorship
Florida Roofing, Sheet Metal and Air Conditioning/Earl Blank Faculty Fellowship
Gerson, Preston and Company, CPA Fellowship
Krisia and Steve Rhoden Memorial Scholarship
CEMEX Professorship
Marshall M. and Jeannette Butts DeWitt Scholarship
Elmer C. and Minnie Margaret Axline Fund
Robert H. Axline Health Science Center Library Fund
Delrose Marlene Martino Research Fund
Eloise R. Chandler Program Endowment Fund
Orthopaedic Alumni Professorship
Angelos Langadas Endowed Scholarship
Lois Malasanos Fellowship Fund
Andronicos Nicholas Cassas Professorship in Greek Studies
Kenneth F. Finger Memorial Fellowship
Byron D. Spangler Endowed Professorship in Civil Engineering
Lloyd Russell Endowment
Reed Bell Professorship in Pediatrics
PricewaterhouseCoopers Faculty Fellowship in Accounting
Benito Agrelo/Christina Holt Memorial Scholarship
Charles Vincent and Heidi Cole McLaughlin Endowment
Kenneth H. Leathers Scholarship
Frank L. Weyenberg Term Professorship
Balance at
June 30, 2010
Corpus at
June 30, 2010
721,373
204,987
501,303
173,253
244,842
322,444
210,940
168,874
458,084
339,071
215,205
260,322
1,595,773
247,184
219,660
178,108
10,414,073
246,502
3,081,884
265,686
266,153
2,337,533
486,098
349,181
292,873
191,309
149,211
691,405
3,007,345
3,765,885
387,927
354,851
569,570
1,015,529
192,726
268,961
432,911
264,981
541,829
57,849
1,088,164
227,388
173,619
2,566,887
1,215,285
479,441
618,918
129,703
300,865
152,365
153,853
150,000
150,014
155,234
300,000
158,550
151,057
149,846
1,053,451
150,000
139,307
163,735
6,701,301
167,838
1,601,105
169,699
208,803
1,000,000
293,970
300,050
180,900
150,100
105,000
500,000
1,878,558
2,225,241
198,750
218,065
405,510
675,325
150,000
181,267
332,333
177,036
484,266
40,000
1,020,000
140,553
150,010
1,792,918
828,933
300,000
(Continued)
42
Contributed
Corpus
27,000
60,000
108
500
300
850
175
-
Investment
Income
110,786
31,402
73,946
26,528
37,500
40,525
25,162
66,248
38,930
30,785
37,044
238,778
36,902
33,161
27,924
1,634,951
36,613
389,126
38,696
34,673
239,103
72,178
53,594
42,114
27,335
22,248
105,348
458,437
531,494
45,561
51,498
89,477
159,049
25,342
36,564
54,626
31,392
81,984
8,980
171,033
29,028
26,597
395,223
184,333
71,436
Expenses
(17,848)
(6,935)
(27,000)
(5,000)
(7,500)
(60,000)
(10,178)
(20,000)
(16,000)
(24,000)
(75,000)
(5,130)
(7,000)
(5,000)
(376,095)
(8,084)
(15,000)
(17,000)
(8,000)
(8,000)
(10,240)
(15,000)
(10,500)
(5,013)
(25,500)
(120,020)
(8,090)
(20,250)
(20,000)
(2,500)
(17,047)
(13,000)
(18,146)
(2,200)
(8,822)
(80,613)
(42,000)
-
Corpus
Transfers
(150,014)
-
Other
12,000
(60,927)
500
-
Balance at
June 30, 2011
826,311
229,454
575,249
194,781
274,842
362,969
(1)
183,858
504,332
378,001
229,990
273,366
1,759,551
278,956
245,821
201,032
11,672,929
275,139
3,456,010
287,382
292,826
2,576,636
550,276
392,535
319,987
208,144
166,946
771,253
3,346,562
4,297,379
433,488
398,259
638,797
1,154,578
215,568
289,328
474,537
296,373
605,842
64,629
1,259,197
256,416
191,394
2,881,497
1,357,618
550,877
Corpus at
June 30, 2011
618,918
129,703
327,865
152,365
153,853
210,000
155,234
300,000
158,550
151,057
149,846
1,053,451
150,000
139,307
163,735
6,701,301
167,946
1,601,105
169,699
208,803
1,000,000
293,970
300,050
180,900
150,100
105,500
500,000
1,878,858
2,225,241
198,750
218,065
405,510
675,325
150,000
182,117
332,333
177,036
484,441
40,000
1,020,000
140,553
150,010
1,792,918
828,933
300,000
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F005689
F005691
F005709
F005727
F005751
F005767
F005771
F005773
F005781
F005783
F005785
F005813
F005837
F005839
F005841
F005843
F005845
F005851
F005867
F005889
F005893
F005897
F005921
F005925
F005927
F005943
F005945
F005959
F005961
F005981
Whitney Labs-Lecture Endowment
John W. Thatcher Scholarship
Helen Aubrey Pratt Scholarship
Allied Healthcare Products Research Endowment
Peter J. Sones, Jr. Scholarship Endowment
Florida Rural Rehabilitation Corporation Endowed Scholarship
John T. and Myrtle B. Creighton Scholarship/Fellowship
Levin, Mabie and Levin Professorships in Law
Esther G. and Robert B. Mautz Law Review Scholarship
Frank and Louise Reed Memorial Scholarship
Occidental Chemical Environmental Engineering Sciences Research Fund
Bice Term Professorship in Health Services Research, Management, and Policy
Earl W. Halsey Scholarship
James E. and Thelma C. Garrison Research Professorship
Joseph S. Field, Jr. Scholarship
Evelyn Hartman Scholarship Fund
Charles A. Stokes Endowed Professorship in Chemical Engineering
Jules B. Chapman, M.D. Professorship in Clinical Care and Humaneness
METI Human Patient Simulator Research and Development Laboratory Research Endowment
Madelyn M. Lockhart Endowed Doctoral Fund
Osceola Foundation Historic Preservation Fund
Florida Realtors Educational Foundation Scholarship
Dow Chemical Company Foundation Professorship in Chemical Engineering
Gator Club® of Atlanta
George Batchelor Wildlife Fund
Glenn Chuck Professorship in Pediatric Cardiology
Wendy L. Henderson Fund for Neonatal/Perinatal Nursing Education
Edwin Willinger Trust Scholarship
Thomas O. Hunter Scholarship
River Branch Endowment for Drug Addiction and Substance Abuse Prevention, Research and
Education
AFLAC Cancer Research Fund in Orthopaedics
Birdwell Finlayson, M.D., Ph.D. Research Professorship
Michael G. Cantonis Endowment in Greek Studies
Allen and Lou DeLaney Endowment for University of Florida Performing Arts
Florida Veterinary Medicine Association Scholarship
Robert A. Bryan Scholarship
Richard Fay Warner Scholarship Fund
Howard T. Odum Wetlands Research Endowment
Alyce Norine Haines Fellowship
Florida Pest Management Association Urban Entomology Professorship
Robert L. Batey, M.D. Cardiology Scholarship Fund
Bucket Milikin Electrical Engineering Scholarship
Florida Endowment for Research and Education in Mental Health
Randall L. Parks Endowment Fund
Shands Hospital Board of Directors Scholarship Fund
T. G. Williamson Endowment
F005985
F005987
F006007
F006019
F006033
F006035
F006037
F006047
F006051
F006061
F006065
F006069
F006073
F006075
F006077
F006085
Balance at
June 30, 2010
Corpus at
June 30, 2010
251,132
263,287
218,953
653,836
168,042
164,718
214,295
214,375
266,830
217,998
185,911
535,084
213,540
759,484
182,014
517,643
622,993
4,242,747
761,202
174,077
192,743
213,550
471,943
132,677
399,880
1,318,384
379,926
199,279
160,187
156,262
150,050
150,151
492,050
160,322
149,500
147,500
189,940
224,957
188,193
160,000
472,374
152,096
545,274
172,713
361,877
454,598
3,917,321
590,770
150,967
156,209
153,000
450,000
100,000
400,500
1,022,068
322,590
150,000
150,000
69,526
22,832
25,000
150,000
99,899
-
29,746
36,208
33,531
92,097
26,005
25,664
32,819
56,973
39,723
31,159
26,611
73,952
32,713
121,931
26,984
77,806
97,078
603,472
23,313
30,294
32,076
72,298
18,051
64,940
207,218
54,461
30,528
24,812
(13,500)
(6,400)
(22,000)
(6,000)
(1,000)
(21,600)
(2,025)
(10,000)
(10,000)
(10,850)
(27,137)
(5,900)
(16,000)
(10,733)
6,908
(6,783)
(8,000)
(24,502)
(20,816)
(46,400)
(22,031)
(6,742)
-
258,141
154,379
842,044
529,331
287,454
199,861
151,018
348,397
165,869
251,353
519,856
190,851
194,709
241,072
3,119,227
1,323,535
630,935
212,500
150,000
562,762
468,229
279,785
197,093
154,935
274,539
100,200
194,076
491,982
152,567
168,491
150,356
2,433,817
1,020,001
526,990
1,469
1,000
-
33,031
24,118
100,314
75,868
43,604
30,704
23,409
53,871
20,685
38,833
79,637
26,336
28,993
30,079
466,771
203,785
98,315
(58,775)
(9,000)
(11,849)
(8,587)
(26,396)
(26,215)
(7,525)
(175,000)
(71,622)
(27,436)
(Continued)
43
Contributed
Corpus
Investment
Income
Expenses
Corpus
Transfers
Balance at
June 30, 2011
Other
124,304
(590,770)
-
4
1,780,566
(170,431)
25,000
14
-
Corpus at
June 30, 2011
280,882
285,995
246,084
723,933
188,047
189,382
247,114
2,224,144
304,528
239,157
202,522
609,036
235,403
877,110
203,098
579,449
709,338
4,853,127
1
197,390
216,254
237,626
544,241
176,226
594,018
1,479,202
512,255
223,065
184,999
156,262
150,050
150,151
492,050
160,322
149,500
147,500
383,770
224,957
188,193
160,000
472,374
152,096
568,106
172,713
361,877
454,598
3,917,321
150,967
156,209
153,000
450,000
125,000
550,500
1,022,068
422,489
150,000
150,000
291,172
178,497
942,358
546,424
331,058
221,565
174,427
391,888
186,554
281,599
573,097
190,972
217,177
271,151
3,410,998
1,455,698
701,814
212,500
150,000
562,762
468,229
279,785
197,093
154,935
276,008
100,200
194,076
491,982
152,567
169,491
150,356
2,433,817
1,020,001
526,990
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F006091
F006099
F006103
F006115
F006123
F006125
F006127
F006135
F006141
F006153
F006155
F006157
F006159
F006163
F006165
F006173
F006185
F006195
F006199
F006203
F006215
F006219
F006221
F006233
F006235
F006239
F006241
F006261
F006263
F006279
F006281
F006283
F006285
F006287
F006289
F006309
F006333
F006339
F006345
F006351
F006355
F006363
F006365
F006367
F006375
F006383
LaFontaine Scholarship/Fellowship Fund
President's Academic Excellence Fund
Roger G. and Jo Bates Chemistry Fund
George Bergen Butler Polymer Chemistry Professor
Alexander M. and June L. Maisin Prostate Research Fund
Jerry W. Davis Communications Technology Fund
Calvin L. Korf Turfgrass Research Fund
Robert S. Baynard Scholarship Fund
Joseph L. and Marion B. Brechner Research Fellowship
Cunningham Scholarship Endowment
Myasthenia Gravis Rhodes Trust
Jean L. Bennett Scholarship
Duggan, Joiner & Company Accounting Endowment
Alfred C. Warrington, IV Fund
Michael A. Singer Fund
Deedie Wrigley-Hancock Fellowship in Equine Colic Studies
LTC John L. Crown Scholarship Fund
Jon L. and Beverly A. Thompson Fund
Henry E. Innes Professorship in Cancer Research
Elizabeth and William F. Leonard Endowment Scholarship
A. Ross and Cora B. Evans Endowed Scholarship
Clarence and Lucille Dee Scholarship
Albert L. Rhoton, Jr., M.D. Chairman's Professorship
Dr. Melvin J. Fregly Memorial Fund
Jose M. Sanchez Scholarship
Bob and Phyllis Dean Fellowship in Coastal Engineering
Linda Wilson College of Fine Arts Endowment
Peter G. Gordon/Sun-Sentinel Scholarship
American Economics Institutions Endowment
Music Department Endowment
Ted Fearney Endowed Professorship in Architecture
Miss Lucy Dickinson Fellowship in Vertebrate Paleontology
Taiwan R.O.C. Fund
S. Clark Butler Urological Oncology Research
William C. and Bertha M. Cornett Fellowship
Graham-Buffett Teaching Endowment
Joy McCann Culverhouse Excellence in Accounting Endowment
Roger Long/W. J. and A. C. Wise Scholarship
President's Performance Endowment
Criser Internship Fund
Huber C. Hurst Endowment
Arthur G. and Beverley A. Witters Competition Endowment
Albert C. and Vanda N. O'Neill, Jr. Liberal Arts and Sciences Excellence Fund
Alumni Graduate Fellowships
Irving Cypen Professorship
S. Clark Butler Research Fund for Neurology
Balance at
June 30, 2010
Corpus at
June 30, 2010
216,252
679,812
206,218
2,079,992
462,080
5,411,794
166,337
278,825
408,878
157,808
866,357
201,939
341,500
9,235,720
184,115
778,349
180,183
510,678
2,672,026
252,026
179,583
174,620
5,425,472
175,290
310,699
201,986
202,123
178,889
2,142,147
189,842
165,489
489,615
1,830,566
168,891
678,706
1,972,178
4,248,856
212,554
2,231,711
184,068
1,708,491
158,673
157,799
8,697,253
323,702
171,105
175,338
633,259
178,950
1,612,361
375,000
5,362,371
159,145
260,000
301,488
150,000
553,414
156,104
284,820
7,858,566
150,000
738,153
150,100
468,750
2,688,544
223,540
148,424
155,511
5,461,536
164,646
299,641
190,000
149,737
151,159
1,094,081
150,098
166,025
394,784
1,750,641
150,000
658,056
1,750,001
4,000,002
198,518
2,045,783
166,000
935,636
148,273
149,416
8,000,855
300,000
150,000
(Continued)
44
Contributed
Corpus
61,306
1,755
30,000
10,000
100,000
780
-
Investment
Income
32,751
106,519
29,911
319,402
71,524
848,467
25,699
41,088
55,993
24,442
97,844
31,186
52,655
1,433,917
28,902
115,931
28,033
71,251
419,977
35,753
27,262
26,592
836,804
26,271
45,468
28,769
27,953
26,505
315,174
28,034
25,958
70,682
278,079
25,764
103,867
299,442
649,938
32,839
322,447
25,923
256,333
24,541
23,528
1,343,704
49,637
24,818
Expenses
(4,750)
(2,697)
(17,569)
(95,049)
(14,000)
(177,593)
(10,000)
(3,500)
(3,500)
(10,000)
(413,969)
(6,700)
(45,000)
(5,000)
(3,750)
(94,041)
(8,000)
(6,325)
(7,000)
(275,000)
(10,000)
(250)
(20,000)
(5,800)
(126,305)
(4,013)
(6,000)
(92,156)
(122,180)
(150,000)
(7,261)
(35,445)
(12,500)
(24,106)
(7,536)
(297,130)
(16,000)
-
Corpus
Transfers
Other
-
200
10,000
500
-
Balance at
June 30, 2011
244,253
844,940
218,560
2,306,300
519,604
6,082,668
192,036
309,913
461,371
182,250
964,201
229,625
384,155
10,255,668
206,317
849,280
203,216
608,179
2,997,962
279,779
200,520
194,212
5,987,276
201,561
346,167
240,505
220,076
199,594
2,331,016
214,363
185,447
560,297
2,016,489
194,655
782,573
2,149,440
4,748,794
238,132
2,518,713
197,491
1,940,718
275,678
181,327
9,744,607
357,339
195,923
Corpus at
June 30, 2011
175,338
694,565
178,950
1,614,116
375,000
5,362,371
159,145
260,000
301,488
150,000
553,414
156,104
284,820
7,858,566
150,000
738,153
150,100
498,750
2,688,544
223,540
148,424
155,511
5,461,536
164,646
299,641
200,000
149,737
151,159
1,094,081
150,098
166,025
394,784
1,750,641
150,000
658,056
1,750,001
4,000,002
198,518
2,045,783
166,000
935,636
248,273
149,416
8,001,635
300,000
150,000
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F006389
F006391
F006393
F006399
F006403
F006419
F006421
F006433
F006435
F006451
F006453
F006455
F006457
F006473
F006475
F006499
F006503
F006509
F006515
F006529
F006531
F006537
F006545
F006549
F006561
F006563
F006565
F006579
F006581
F006583
F006587
F006589
F006593
F006595
F006913
F006915
F006917
F006919
F006921
F006927
F006929
F006931
F006937
F006943
F006949
F006955
Fred W. and Mabel H. Barber Forestry Fund
Barber Endowment
Sidney Knight Endowment Fund
Glaxo Wellcome Visiting Professorship
Greene Pediatric Neurosurgery Research Fund
E. Robert Langley Scholarship Fund
Jablonski/Peterson Animal Health Research
Grace H. Osborn Professorship of Medical Ethics and Humanities
Marjorie Kinnan Rawlings Baskin Scholarship Fund
A. J. and Lynne Land Fund in Historic Preservation
Laborers' International Union of North America Arthur A. Coia & R. P. Vinall Scholarship
Law Review Endowment
UF Law Center Association Inc Endowment
Inez Culp Goodrum Scholarship Fund
Rene Aerts/Virginia J. Cosper Professorship
Ruth Selby Noble Scholarship/Fellowship Fund
Lockheed Martin Student Support Program Fund
James E. Dykes Scholarship Fund
Ralph D. Turlington Scholarship and Fellowship Fund
George P. Wilson MBA Endowment
Richard W. Cope and Margaret M. Cope Real Estate Endowment
E. R. Beall Professorship of Logistics and Supply Chain Management Fund
Tarrant Organic Chemistry Fund
Dr. Robert E. Allen, Dr. Owen J. Holyoak and Dr. Paul R. Varnes Scholarship
Clark Construction Group Fund
Allbritton Endowment for Excellence in Television and Electronic Media
Brain Institute Research Endowment
James J. Rizzi Scholarship
Chastain Endowment for UF Students at the New World School of the Arts
Florida Power and Light Company Endowed Term Professorship in Nuclear Engineering
Wayne and Mary Hockmeyer Endowment Fund for Science and Business Education
Lewis Donald Rushing Finance, Insurance and Real Estate Endowment Fund
Judge John M. McNatt Memorial Scholarship
Gene and Barbara Batson Endowed Nursery Fund
Snelling Scholarship Endowment Fund
Melvin and Lorna Rubin Fund
Karl B. Hanson, Sr., M.D., Professor of Internal Medicine
Harvard Jolly Architects Scholarship Fund
Joseph J. Bagnor/Shands Professorship
Charles W. Abbott Appellate Advocacy/Moot Court Endowment
Meril S. Beers Graduate and Undergraduate Loan
Frances R. and Homer J. Hand EREC Endowment
J. Robert Cade, M.D. Professorship of Nephrology Fund
Gartner Group Information Technology Fund
Davidson Graduate Travel Scholarship
Henry A. Kokomoor Memorial Fund
Balance at
June 30, 2010
Corpus at
June 30, 2010
1,066,417
806,341
173,357
170,822
1,769,596
165,074
154,200
783,383
863,706
151,446
359,122
1,784,253
383,188
156,527
491,921
193,145
584,024
152,578
160,228
160,774
155,916
306,370
1,084,322
183,680
145,178
2,074,437
285,316
156,902
207,558
620,993
278,503
1,011,733
248,787
991,136
181,902
361,837
286,636
149,295
1,035,970
197,607
433,297
1,711,866
1,623,571
175,212
102,326
131,733
1,073,062
811,530
163,406
150,000
922,411
149,010
150,000
754,581
797,768
150,325
306,885
1,810,257
300,000
148,493
417,388
182,702
600,000
142,602
155,000
153,888
150,000
300,000
1,044,736
175,544
150,000
2,100,000
240,423
150,000
196,500
604,500
242,745
1,018,415
248,727
967,032
180,881
258,105
298,141
150,250
1,020,114
188,172
396,286
1,650,123
1,532,043
150,000
110,739
134,560
(Continued)
45
Contributed
Corpus
8,073
211,119
350
7,500
208,693
6,000
50,000
5,000
700
775
Investment
Income
167,614
126,737
25,733
23,622
246,328
23,985
23,622
121,619
123,953
23,804
50,694
277,725
48,587
23,912
67,567
29,588
89,732
22,932
23,147
23,651
24,222
47,334
157,917
26,829
22,666
317,443
36,532
23,970
30,658
95,837
37,309
158,544
37,970
137,298
27,995
38,990
45,052
22,780
155,251
29,072
59,801
255,417
242,408
22,666
15,935
20,539
Expenses
(37,532)
(28,379)
(15,399)
(1)
(8,100)
(5,000)
(11,000)
(25,202)
(5,330)
(2,000)
(58,388)
(2,500)
(9,814)
(500)
(4,500)
(5,009)
(4,915)
(5,111)
(10,466)
(15,000)
(10,000)
(2,250)
(72,355)
(2,500)
(250)
(4,093)
(29,588)
(11,217)
(16,500)
(2,563)
(10,088)
(8,000)
(7,834)
(56,137)
(21,250)
(109,095)
(2,847)
(3,019)
Corpus
Transfers
Other
-
50
500
20,000
10,000
10,000
-
Balance at
June 30, 2011
1,196,499
904,699
183,691
194,444
2,015,973
180,959
172,822
894,002
971,030
169,920
407,816
2,214,709
431,775
177,939
559,488
212,919
693,256
171,010
178,716
179,510
175,027
343,238
1,227,239
208,009
175,594
2,319,525
321,848
178,372
247,966
712,737
315,812
1,140,689
484,233
1,111,934
213,334
400,827
321,600
164,075
1,191,221
218,845
436,961
1,996,033
1,761,884
197,878
116,114
150,028
Corpus at
June 30, 2011
1,073,062
811,530
163,406
150,000
922,411
149,010
150,000
754,581
805,841
150,325
306,885
2,021,376
300,000
148,493
417,388
182,702
600,000
142,602
155,350
153,888
150,000
300,000
1,044,736
183,044
150,000
2,100,000
240,423
150,000
196,500
604,500
242,745
1,018,415
457,420
967,032
186,881
258,105
298,141
150,250
1,020,114
188,172
396,286
1,700,123
1,537,043
150,000
111,439
135,335
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F006961
F006967
F006969
F006973
F006975
F006979
F006985
F006993
F007001
F007003
F007013
F007025
F007029
F007031
F007035
F007051
F007057
F007061
F007073
F007077
F007079
F007083
F007087
F007093
F007097
F007161
F007171
F007175
F007177
F007189
F007199
F007205
F007207
F007217
F007231
F007235
F007237
F007239
F007243
F007251
F007253
F007269
F007273
F007287
F007293
F007297
Dr. Leighton E. Cluff University of Florida Performing Arts Educational Endowment Fund
James M. Cox, Jr./Palm Beach Post Professorship in New Media Journalism
Keith and Doreen Koenig MBA Endowment
S.F.I. Educational Endowment
Bank of America Professorship in Finance
Ralph W. Miller Scholarship
Rae O. Weimer Scholarship Fund
William E. Dudziak and Emily E. McClintock Business Technology Endowment
Alfred A. Ring Trust Fund
Hugh M. "Smiley" Hill, M.D. Scholarship Endowment Fund
Charles and Teresa Bedford Urology Fund
IMC-Agrico Geology Department Fund
Florida Museum of Natural History Education
Harold Z. Steinbrenner Family MBA Endowment
Irving and Rose Fien Professorship
David M. Drylie, M.D. Urology Residents Education Endowment Fund
Dr. Charles W. LaPradd Ph.D. Fellowship
Geology Department 50th Anniversary Fund
Friends of the Randell Research Center
F. Andrew Warden Advertising Scholarship
S. Clark Butler Lectureship, Scholarship and Teaching Endowment in Entrepreneurship Fund
Jerry W. and Judith S. Davis Cancer Research Endowment
Thomas H. Maren, M.D. Professorship of Pharmacology and Therapeutics
David Stuzin Hall Fund
International Center for Automated Information Research
Lawrence Baynard Hubbell Scholarship in Theatre Studies
Allen L. Lastinger, Jr. and Delores Taylor Lastinger Endowment
Materials Science and Engineering Endowed Professorship
Fyfe Family Scholarship Fund
Russell and Katherine Jaberg Endowment in Religious Studies
McGehee Family Research Fund
Bank of America Business Endowment
C. Arnold Matthews Graduate Fellowship in Finance
Jane Adams Edmonds Ph.D. Fellowship
Marshall M. Criser Chair in Electronic Communications and Administrative Law
William T. and Jackie C. Reid Scholarship in Pharmacy
William T. and Jackie C. Reid Scholarship in Dentistry
Verna Hilda Soderstrom Domaschk Scholarship
Annabel Davis Jenks Endowed Professorship for Teaching and Research in Clinical Nursing Excellence
Frederick Family Fund in Health and Human Performance
Frederick Family Scholarship in Physical Therapy
C. P. and Lynn Steinmetz Scholarship/Fellowship Fund
Key West Gator Club® Endowment Fund
Documentary Institute
Billie K. and Betty C. Stevens Term Professorship Fund
John Mason Gardner Journalism and Communications Fund
Balance at
June 30, 2010
Corpus at
June 30, 2010
209,417
450,894
180,956
447,644
504,993
251,299
178,290
1,055,467
150,162
2,045,577
158,664
308,847
308,631
159,024
1,146,403
386,065
162,280
545,513
1,649,447
632,042
259,689
9,850,046
1,853,900
4,203,682
5,687,368
159,965
4,125,372
1,052,374
150,340
165,961
172,162
1,312,528
161,828
213,724
1,178,927
129,579
186,631
160,140
1,036,828
81,608
77,805
978,744
217,259
212,554
895,012
160,757
214,219
450,000
150,000
444,654
326,636
222,163
158,398
1,026,094
150,099
2,013,176
167,630
300,000
290,138
150,000
1,020,002
370,927
150,000
488,290
1,507,371
605,000
244,612
10,024,993
1,820,000
3,989,730
5,005,066
150,000
4,156,834
1,022,105
150,000
161,532
150,000
1,222,300
151,815
197,834
1,100,000
126,112
179,054
150,000
1,020,000
75,241
75,241
1,001,321
210,000
183,229
938,101
150,149
(Continued)
46
Contributed
Corpus
40,209
10
100
1,000
920
70,563
45,000
3,054
2,000
12,000
40,150
50,044
-
Investment
Income
31,797
70,821
23,841
70,359
76,138
35,448
24,677
164,322
22,680
315,574
24,876
45,333
44,619
23,601
154,168
60,681
23,687
72,517
259,334
94,871
39,788
1,548,186
291,323
660,716
815,395
24,168
640,578
161,216
23,362
25,392
24,275
195,131
24,142
31,150
174,274
20,200
28,438
24,042
153,843
12,108
12,108
151,005
32,695
28,579
128,873
24,212
Expenses
(16,000)
(15,755)
(15,360)
(20,000)
(9,250)
(37,401)
(6,045)
(61,433)
(15,005)
(11,355)
(33,609)
(5,088)
(3,000)
(23,853)
(59,630)
(32,125)
(15,451)
(257,378)
(64,000)
(109,841)
(4,000)
(180,000)
(35,603)
(5,000)
(750)
(40,806)
(5,860)
(6,000)
(7,800)
(633)
(4,600)
(5,300)
(1,739)
(2,700)
(43,000)
(7,379)
(35,071)
(90,001)
(5,346)
Corpus
Transfers
Other
-
100
218
3,400
10,112
3,000
1,422
-
Balance at
June 30, 2011
241,214
505,715
204,797
502,248
565,771
266,747
193,717
1,182,488
166,797
2,339,927
183,540
339,393
353,260
171,270
1,266,962
445,158
183,967
605,209
1,919,714
739,788
284,026
11,140,854
2,081,223
4,754,557
6,505,817
180,133
4,585,950
1,177,987
168,702
190,603
196,437
1,466,853
180,110
240,874
1,345,401
149,146
210,469
190,882
1,190,671
91,977
87,213
1,086,749
285,725
207,484
983,928
179,623
Corpus at
June 30, 2011
214,219
450,000
150,000
444,654
326,636
222,163
158,398
1,026,094
150,099
2,053,385
167,630
300,000
290,148
150,000
1,020,002
371,027
151,000
489,210
1,577,934
650,000
244,612
10,024,993
1,820,000
3,989,730
5,008,120
150,000
4,156,834
1,022,105
150,000
161,532
150,000
1,222,300
151,815
199,834
1,100,000
126,112
179,054
162,000
1,020,000
75,241
75,241
1,001,321
250,150
183,229
988,145
150,149
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F007299
F007303
F007319
F007325
F007327
F007339
F007347
F007351
F007353
F007355
F007365
F007367
F007369
F007373
F007377
F007379
F007385
F007387
F007389
F007397
F007447
F007467
F007473
F007489
F007491
F007497
F007507
F007527
F007531
F007533
F007545
F007547
F007549
F007553
F007559
F007589
F007591
F007599
F007627
F007629
F007637
F007655
F007677
F007695
F007719
F007723
Wesley W. Wood Professorship of Orthopaedics
Louis C. and Jane Gapenski Term Professorship for Health Services Administration
Alpha One Foundation Research Program and Professorship
Raidie P. Merdinger Nursing Fund
M. Ann O'Brien MBA Scholars Endowment Fund
Malcom Randall Fellowship in Health Care Administration
Frank P. May Endowment
Marion B. Brechner First Amendment Project Endowment
Margie B. and Dempsey R. Sapp, Sr. Distinguished Professorship Fund
Alan Epstein Memorial Scholarship Fund
David F. and Cynthia A. Davis Endowed Scholarship
Ellis Research Endowment
Frank E. Harris Professorship
Cullen W. Banks, M.D. Scholarship Fund
Fahien Endowed Teaching Scholarship
Fredric G. and Marilyn Kapner Levin Fund
Genzyme Professorship of Biomaterials in Materials Science and Engineering
David F. Miller Center for Retailing Education and Research Fund
Martha and Arthur Appleton Endowed Professorship in Equine Studies
Central Florida Fair Endowment for Scholarships/Fellowships
Joe and Sophie Witten Scholarship
James A. Himes Alumni Scholarship Fund
Brooks Health Foundation Rehabilitation Research Endowment
Vasil-Monsanto Endowed Professorship
Laura McClamma Research Fellowship Fund
Don D. and Ruth S. Eckis Professorship in Biomedical Engineering
Ogden Entertainment of Florida Program Enhancement Fund
Grace Hausch and John M. Hausch Memorial Fund
Jack Faricy Professorship
IBM Sanibel Symposium Endowment
MedX '96 Program Enhancement Fund
Kelley A. Bergstrom Real Estate Endowment Fund
Hoke T. Maroon MBA Fellowship Endowment
William and Grace Dial Endowment
V. Ravi Chandran, Ph.D. Professorship in Pharmaceutical Sciences
Wells Fargo Scholarship and Internship Fund
Wells Fargo Museum Technology Endowment
Douglas Edwin Salisbury Scholarship
Sears Retail Seminar Series Endowment Fund
William P. and Janet F. Bushnell Professorship in Urban Environmental Sustainability
Calder Race Course Scholarship
Adams Endowment for Medical Excellence
Richard B. Stephens Eminent Scholar Chair in Federal Taxation
J. Robert and Mary Cade Professor of Physiology Fund
Upchurch, Watson & White Dispute Resolution Fund
John R. and Carolyn C. Dykes Endowment Fund
Balance at
June 30, 2010
Corpus at
June 30, 2010
333,548
413,904
1,156,844
815,847
155,664
28,028
460,908
1,070,830
1,825,789
159,576
180,364
1,036,040
633,809
93,930
178,967
21,134,449
561,804
1,656,782
3,414,786
156,532
230,182
102,734
5,413,417
548,773
585,169
1,840,740
212,041
359,678
366,946
309,350
244,032
2,483,843
155,053
902,401
526,369
668,059
170,262
111,751
388,208
1,591,915
159,375
170,953
1,404,523
1,004,619
161,217
295,430
307,229
364,450
1,020,000
711,303
150,780
28,150
449,502
1,043,235
1,750,001
160,634
169,680
981,186
619,445
91,389
169,597
19,998,200
532,058
1,685,923
1,817,968
150,000
217,238
104,044
5,000,000
550,000
570,272
710,146
182,940
382,652
327,358
260,319
225,000
2,520,001
149,998
756,000
550,000
624,878
156,220
110,830
375,000
1,659,814
152,250
151,120
1,297,974
1,020,000
155,000
289,561
(Continued)
47
Contributed
Corpus
37,350
71,850
350
15,000
9,425
1,270
5,000
8,000
1,000,000
1,000
18,339
50
-
Investment
Income
49,476
60,420
163,399
106,380
24,172
5,759
69,438
162,030
279,695
24,328
26,095
158,903
95,256
13,771
27,416
3,139,106
86,127
260,361
502,000
23,667
32,784
15,347
772,298
84,784
89,644
183,622
28,427
55,569
55,016
40,692
34,781
399,907
24,107
120,358
82,021
101,753
25,438
16,352
59,828
250,405
24,347
22,720
204,330
150,682
23,328
44,946
Expenses
(15,000)
(964)
(25,005)
(4,243)
(2,796)
(12,009)
(92,781)
(5,000)
(6,000)
(20,000)
(15,375)
(386)
(10,676)
(665,304)
(18,776)
(58,582)
(6,500)
(16,000)
(5,033)
(53,268)
(28,335)
(24,976)
(1,000)
(11,500)
(12,287)
(8,312)
(28,000)
(105,519)
(3,840)
(55)
(7,000)
(18,683)
(14,111)
(20,959)
(458)
(6,000)
(1)
(54,282)
(4,000)
Corpus
Transfers
Other
-
200
10
12,499
-
Balance at
June 30, 2011
368,024
510,710
1,295,438
922,227
175,593
102,841
530,346
1,221,211
2,012,703
178,904
200,459
1,174,943
728,690
116,740
195,707
23,608,251
629,155
1,858,561
3,916,786
173,699
246,966
114,318
6,132,447
605,222
649,837
2,023,362
233,968
402,960
421,962
354,229
258,813
3,778,231
175,320
1,023,704
601,390
751,129
181,589
128,103
427,077
1,860,201
177,722
193,673
1,608,902
1,101,019
184,545
336,376
Corpus at
June 30, 2011
307,229
401,800
1,020,000
711,303
150,780
100,000
449,502
1,043,585
1,750,001
160,634
169,680
981,186
634,445
100,814
169,597
19,998,200
532,058
1,685,923
1,817,968
150,000
217,238
105,314
5,000,000
550,000
570,272
710,146
187,940
382,652
327,358
260,319
233,000
3,520,001
149,998
757,000
550,000
624,878
156,220
110,830
375,000
1,678,153
152,250
151,120
1,298,024
1,020,000
155,000
289,561
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F007727
F007735
F007743
F007745
F007747
F007749
F007755
F007773
F007783
F007785
F007789
F007807
F007815
F007819
F007831
F007851
F007853
F007857
F007859
F007867
F007869
F007881
F007883
F007885
F007889
F007891
F007903
F007909
F007913
F007929
F007931
F007943
F007957
F007961
F007967
F007983
F007989
F007995
F007999
F008003
F008019
F008023
F008027
F008031
F008033
F008049
James J. Freeland Eminent Scholar Chair in Federal Taxation
Gaintner Family Endowment for Arts in Medicine
Verle M. Hellekson Research Endowment in Cardiovascular Medicine
William R. Rambo, Sr. Scholarship in Medicine
William R. Rambo, Sr. Scholarship in Dentistry
William R. Rambo, Sr. Scholarship in Veterinary Medicine
Roger B. Broderick Fund
Yazdi Scholarship/Fellowship Endowment Fund
Ford Foundation Endowment for Tropical Conservation and Development
Ernest G. Atkin Memorial Fund
MBA Advisory Board Scholarship
William and Linda Eckhoff Bridge Program Fund
Lucy Gooding Fund
G. W. Robinson Endowment in Building Construction
John T. and Winifred M. Hayward Professorship in Genetics Research
Exhibits
William F. Powers Endowed Professorship
William K. "Bill" Robertson Fellowship Fund
Wayne Hawkins Agricultural Scholarship Fund
Ohanian Lecture Series Endowment
Melvin J. and Marilyn S. Fregly Endowment for Biomedical Sciences and Humanities Collection
Barbara J. and Curtis M. Phillips, M.D. Endowment Fund
Robert J. and Jane H. Barben Family Scholarship/Fellowship Endowment
Student Enrichment Fund
Evelyn F. McKnight Chair for Brain Research in Memory Loss
John and Margaret Sung Family Fine Arts Fellowship
James E. McGuigan, M.D. Fellowship
William R. Hough Master's Program in Finance
Richard E. Darby Accounting Scholarship
Robert G. Frank Professorship
William Riffee Dean's Endowment
Powell Gene Therapy Fund
Anne Troneck Fund
Ruth P. Phillips Sports Medicine Endowment
C. Farris and Julia B. Bryant Florida History Preservation Fund
Albert L. Holloway Graduate Research Endowment
Gerson Hall Excellence Support Fund
Radiation Oncology Clinical Research Endowment
Continuing Medical Education Endowment in Cardiology
Continuing Medical Education Endowment in COM
Van Dyke Endowment for the Libraries
Philip B. and Georgia E. Hofmann Fund for Equine Studies
Keith Stone, M.D Endowment Fund
Liberty and George Perry Memorial Scholarship in Greek Studies
George and Liberty Perry Endowment in the Center for Greek Studies
Gerold L. Schiebler, M.D. and Audrey Lincourt Schiebler Children's Advocacy Fellowship in Pediatrics
Balance at
June 30, 2010
Corpus at
June 30, 2010
1,274,622
631,946
264,799
113,252
115,549
115,049
164,511
242,236
3,828,125
283,367
251,323
167,212
1,261,925
635,237
942,887
165,982
523,717
156,907
162,437
144,555
181,655
4,092,356
95,793
47,474
4,208,464
176,634
333,528
6,893,509
154,798
1,185,959
553,922
3,743,241
697,463
166,917
541,371
335,919
1,286,439
441,152
227,789
643,894
354,170
2,124,839
152,815
157,236
448,984
108,220
1,187,500
568,299
175,000
117,708
117,705
117,705
150,000
270,000
4,000,002
265,421
238,608
151,500
1,182,138
580,918
1,020,000
176,538
453,316
150,012
169,337
150,042
150,035
4,275,206
100,884
51,034
3,995,677
154,853
296,538
7,358,735
150,000
1,126,944
555,556
4,042,506
691,699
152,331
464,021
260,884
1,287,993
380,240
186,923
525,000
303,602
1,750,002
150,020
156,674
463,683
106,282
(Continued)
48
Contributed
Corpus
100
2,500
3,000
4,500
208
144
2,000
5,250
2,000
25,000
5,723
3,350
Investment
Income
189,215
90,812
37,323
17,346
17,346
17,346
22,183
37,109
589,710
43,743
37,790
22,343
177,522
97,742
148,198
26,090
74,927
22,263
24,552
21,391
22,955
626,510
14,627
7,398
650,165
24,072
47,246
1,076,905
23,217
170,111
86,036
588,330
101,677
25,524
71,554
43,643
196,558
59,237
28,591
79,668
46,599
256,720
23,026
23,398
69,731
17,076
Expenses
(1,418)
(21,954)
(8,337)
(3,000)
(4,000)
(3,000)
(12,308)
(170,006)
(9,600)
(8,880)
(9,113)
(20,000)
(20,277)
(16,000)
(5)
(55,000)
(1,000)
(6,250)
(4,000)
(4)
(4,000)
(2,064)
(6,050)
(284,868)
(57,000)
(131,500)
(7,000)
(50)
(3,000)
(37,625)
(143)
(49,056)
(5,000)
(3,500)
(16,250)
(2,557)
Corpus
Transfers
Other
-
2,600
250
-
Balance at
June 30, 2011
1,462,519
705,904
293,785
127,598
128,895
129,395
186,694
267,037
4,248,079
317,510
283,233
184,942
1,419,447
712,702
1,075,085
192,275
543,644
178,170
180,739
161,946
204,750
4,718,866
106,420
52,808
4,858,629
196,656
380,774
7,690,796
178,015
1,299,070
639,958
4,200,071
799,140
185,441
614,875
376,562
1,470,372
505,969
207,324
723,562
400,769
2,381,559
170,841
177,134
502,465
126,089
Corpus at
June 30, 2011
1,187,600
570,799
175,000
117,708
117,705
117,705
150,000
270,000
4,000,002
265,421
241,608
156,000
1,182,138
580,918
1,020,000
176,746
453,316
150,012
169,337
150,042
150,179
4,275,206
100,884
51,034
3,995,677
156,853
296,538
7,363,985
150,000
1,126,944
555,556
4,042,506
691,699
152,331
466,021
260,884
1,312,993
385,963
186,923
525,000
303,602
1,750,002
150,020
156,674
463,683
109,632
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F008053
F008055
F008057
F008065
F008073
F008079
F008085
F008087
F008089
F008091
F008117
F008119
F008131
F008137
F008153
F008159
F008161
F008167
F008171
F008173
F008179
F008197
F008203
F008247
F008249
F008255
F008257
F008269
F008273
F008281
F008287
F008289
F008295
F008309
F008313
F008317
F008335
F008339
F008343
F008345
F008349
F008351
F008353
F008359
F008361
F008367
Jessie Shaw Bates and Mortimer B. Bates, Jr. Fund
Waldo W. Neikirk Professorship
Evelyn F. McKnight Brain Research Grant
Linda and Ken McGurn Director's Fund
Gartner Group Graduate Fellowship
Alvin G. and Effie D. Flanagan Endowment Fund
Thomas J. and Jane B. Walker Fund
M. E. Rinker, Sr. Endowment #1
M. E. Rinker, Sr. Endowment #2
Wilson and Marie Collins Endowment for Graduate Fellowships
Neurology Academic Excellence
Orange County Farm Bureau Scholarship
Ralph T. and Ella B. Sadler Extension Term Professorship
Thomas P. Mitchell Professorship in Clinical Physics Fund
Pierre Chagnon Professorship
F. Graham McKeel MBA Fellowship Fund
Melvin Greer Academic Endowment Fund
Harris Corporation Communication Graduate Fellowship Endowment
Wayne Densch Epilepsy Research Endowment Fund
Frank Maturo Excellence Fund
David A. Cofrin Acquisition Endowment
George F. and Hazel Z. Baughman Endowment
Ann R. Stasch Memorial Scholarship
Alumni Professorship of Materials Science and Engineering 1
Alumni Professorship of Materials Science and Engineering 2
Ophthalmology Endowment Fund
Southwest Florida Gator Club® Academic Endowment
Londono Family Endowment
David E. and Margaret O'Connor Scholarship
Debbie DeSantis Endowment
Barbara Goldsby Memorial Fund
T. W. Andersen, M.D. and Haven Perkins, M.D. Educational Endowment
Addam Kellough Memorial Scholarship
Historic St. Augustine Gator Club® Academic Endowment
Rothman Family Endowment Fund
Babs Dalsheimer Faculty Endowment
Ocala Royal Dames Endowment for Cancer Research and Education
Jeffrey Keene Translational Diabetes Research Endowment
John W. and Mittie Collins Engineering Scholarship and Fellowship Fund
Wilson and Marie Collins Excellence Fund
Hugh and Mabel Wilford Scholarship Fund
Fern Audette Professorship in Equine Studies
Paul and Laura Dickert Excellence Fund
Pamphalon Professorship for Electronic Materials Fund
Colonel Allen R. and Margaret G. Crow Professorship in Chemistry
Sara Lavinia de Keni Scholarship
Balance at
June 30, 2010
Corpus at
June 30, 2010
168,004
1,126,991
29,239,069
1,281,196
250,736
7,639,951
285,270
6,502,255
3,727,055
155,082
188,921
159,721
157,169
681,873
1,523,770
143,826
174,056
250,838
1,227,348
216,332
3,817,456
293,920
180,177
515,395
515,447
275,586
101,426
180,190
154,195
4,679,214
792,223
1,139,065
152,616
169,928
422,101
111,687
162,925
1,500,667
1,054,139
1,162,767
2,318,624
501,224
149,297
1,044,951
1,619,647
32,577
153,250
1,137,779
25,967,781
1,363,272
202,500
7,602,421
315,000
4,006,510
3,636,964
134,250
150,100
150,000
150,000
556,783
1,337,002
149,330
145,026
225,000
1,166,668
204,665
2,350,778
290,182
160,110
510,000
510,053
266,865
103,000
172,800
154,569
4,371,137
759,210
1,136,788
150,248
150,000
378,379
101,839
150,000
1,463,142
1,027,348
1,027,348
2,338,221
450,000
150,000
1,020,000
1,487,115
33,810
(Continued)
49
Contributed
Corpus
1,950
1,480
4,604
6,175
525
(40,327)
559
7
1,000
25
-
Investment
Income
22,523
4,264,075
191,262
29,747
1,191,156
44,837
999,094
575,711
19,816
23,040
23,604
23,023
88,900
207,005
22,525
22,440
34,754
180,947
30,824
339,363
44,546
25,690
78,954
78,963
40,984
15,728
26,522
23,622
687,171
112,728
173,850
23,348
23,233
58,057
15,526
23,159
231,003
161,749
161,749
355,187
72,284
23,276
160,078
235,206
4,991
Expenses
(49)
(2,413,940)
(5,794)
(285,000)
(10,036)
(305,500)
(130,000)
(11,500)
(145)
(910)
(162)
(6,000)
(32,500)
(17)
(11,278)
(14)
(17,437)
(17,438)
(5,000)
(5,000)
(17,386)
(7,835)
(17,372)
(20,000)
(40,055)
(3,501)
(10,000)
(17)
(30,000)
(15,500)
(14,750)
(70,000)
(3,300)
(35,352)
(50,000)
(1,102)
Corpus
Transfers
(1,137,779)
-
Other
10,788
3,142
107,108
2,814
300
-
Balance at
June 30, 2011
192,428
31,089,204
1,471,286
280,483
8,546,107
320,071
7,195,849
4,172,766
174,898
319,069
171,825
180,192
775,232
1,730,775
165,441
202,509
279,592
1,375,795
247,664
4,105,214
339,011
205,867
576,912
576,972
311,570
114,968
189,326
169,989
5,349,013
884,951
1,273,860
172,488
193,161
470,158
127,213
186,367
1,701,670
1,200,388
1,309,766
2,603,811
573,508
169,273
1,169,677
1,804,853
36,466
Corpus at
June 30, 2011
155,200
25,967,781
1,364,752
202,500
7,602,421
315,000
4,006,510
3,636,964
134,250
150,100
150,000
150,000
561,387
1,337,002
149,330
151,201
225,000
1,166,668
205,190
2,310,451
290,741
160,110
510,000
510,053
266,865
103,000
172,800
154,576
4,371,137
759,210
1,137,788
150,273
150,000
378,379
101,839
150,000
1,463,142
1,027,348
1,027,348
2,338,221
450,000
150,000
1,020,000
1,487,115
33,810
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F008371
F008373
F008375
F008385
F008405
F008409
F008419
F008421
F008431
F008433
F008441
F008443
F008449
F008457
F008459
F008471
F008473
F008475
F008485
F008489
F008491
F008493
F008499
F008507
F008509
F008519
F008523
F008543
F008565
F008567
F008569
F008641
F008651
F008655
F008657
F008659
F008667
F008669
F008671
F008679
F008691
F008723
F008725
F008727
F008729
F008737
Tampa Gator Club® Academic Endowment
Dorothy M. Smith Chair
Samuel and Bessie R. Proctor Fund
Lawton Family Liver Research Fund
Dean's Enrichment Fund for Teaching and Research
James Weeks Professional Advancement Fund
A. F. Wentworth Fellowship in Forensic Medicine Fund
A. F. Wentworth Honors Scholarship
Paula Koch Professorship in Pediatric Critical Care
Michael J. Collins Endowment in Chemistry
School of Music Scholarship Endowment
Saliwanchik, Lloyd, and Saliwanchik Intellectual Property Fund
Evelyn Grader Craniofacial Center Endowment
Sara Lavinia de Keni Endowment
Rosalind Heilman Memorial Research Endowment Fund
Charles and Thelma Palmer Scholarship
Josephine B. Sirmyer Fellowship Fund for Occupational Therapy
Hill's Professorship in Oncology
American Diabetes Association Research Program Endowment for the Cure
Hugh W. Cunningham Professorship in Journalism Excellence
Latin Builders Association Scholarship for Ethical Development
Connie Mack Fund
Florida Fertilizer & Agrichemical Association Scholarship
Escambia County 4-H Fund
Alexander Grass Chair in Jewish Studies
Genevieve E. Spurga Endowment in Ophthalmology
Richard E. Nelson Chair in Local Government
Lastinger Archeology Endowment
Ralph Sias Scholarship Fund
William T. Phelps Scholarship
Ethel Smith Research Professorship
Helen Borer Boggs and Otis Boggs Sports Broadcasting Fund
Knight Chair in Journalism Technologies and the Democratic Process
Margaret A. Ross Fellowship
Margaret A. Ross Research Professorship
Stephen C. O'Connell Chair in the College of Law
Darden Restaurants Diversity and Business Ethics Speakers Series
Darden Restaurants Diversity Management Professorship
Darden Restaurants Diversity and Business Ethics Fellowship
Debbie and Sylvia DeSantis Professorship in Natural Products
SantaFe HealthCare Alzheimer's Disease Research Center Endowment
Harry F. Goodmark Scholarship Fund
Francis Heide Memorial Scholarship Fund
Harold S. Heide Memorial Scholarship Fund
Theodore H. Heide Memorial Scholarship Fund
Jack D. and Betty J. Lampros Graduate Fellowship and Lectureship Fund
Balance at
June 30, 2010
Corpus at
June 30, 2010
83,517
2,762,574
208,905
251,883
544,504
209,674
280,427
1,836,299
1,768,096
175,675
162,751
227,259
161,500
312,313
192,139
330,629
244,297
2,827,417
179,979
686,093
199,941
432,988
156,137
1,262,933
1,925,425
881,552
1,926,669
505,991
316,334
485,138
1,010,349
196,978
2,683,217
898,573
769,302
1,224,740
192,033
853,634
169,612
1,826,585
3,140,045
165,971
77,370
77,370
77,370
288,243
71,907
2,772,760
196,339
236,334
453,056
192,186
243,336
1,719,820
1,750,002
150,000
155,421
197,500
160,000
289,284
163,765
298,001
200,939
2,628,832
168,114
632,324
200,000
375,000
154,000
1,275,000
1,749,788
867,948
1,937,750
450,000
293,066
449,460
1,020,002
154,751
2,716,698
754,843
754,843
759,978
170,000
765,000
170,000
1,750,002
2,705,002
150,312
75,000
75,000
75,000
275,000
(Continued)
50
Contributed
Corpus
15,000
650
7,351
5,000
450
2,490
10,150
15,621
30,820
15,000
500,000
15,000
Investment
Income
11,328
380,307
30,784
38,101
70,305
31,777
37,186
269,971
273,166
23,063
24,239
31,831
26,082
45,152
25,217
46,744
30,893
416,890
26,790
99,006
29,097
62,720
23,726
198,502
301,002
133,447
297,237
75,237
45,061
71,279
158,802
26,061
410,696
117,851
117,851
190,309
26,263
125,826
25,548
273,166
454,020
23,109
11,532
11,532
11,532
44,662
Expenses
(36)
(184)
(13,000)
(18,990)
(14,568)
(5,000)
(40,000)
(75,539)
(6,700)
(250)
(127)
(10,000)
(11)
(3,713)
(200)
(137)
(12,000)
(10,000)
(20,000)
(6,000)
(44,448)
(51,754)
(13,000)
(52,536)
(25,000)
(15,391)
(35,559)
(110,307)
(26,026)
(53,227)
(30,820)
(48,281)
(2,500)
(292,500)
(174,491)
(4,000)
(2,000)
(2,000)
(2,000)
(10,875)
Corpus
Transfers
Other
-
100
288,000
100
-
Balance at
June 30, 2011
109,845
3,143,495
246,856
276,984
595,819
226,883
312,613
2,066,270
1,965,723
192,038
186,990
258,840
192,555
347,465
217,795
373,660
274,990
3,244,307
209,122
773,099
219,038
475,708
173,863
1,416,987
2,174,673
1,001,999
2,181,520
556,228
361,395
556,647
1,133,592
223,039
2,983,606
1,016,424
861,127
1,361,822
218,296
946,179
192,660
2,595,251
3,419,674
185,080
86,902
86,902
86,902
337,030
Corpus at
June 30, 2011
86,907
2,773,410
203,690
236,334
453,056
192,186
243,336
1,719,820
1,750,002
150,000
155,421
197,500
165,000
289,284
164,215
298,001
200,939
2,628,832
170,604
632,324
200,000
375,000
154,000
1,275,000
1,749,788
867,948
1,947,900
450,000
293,066
465,081
1,020,002
154,751
2,716,698
754,843
754,843
759,978
200,820
780,000
170,000
2,250,002
2,705,002
150,312
75,000
75,000
75,000
290,000
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F008739
F008747
F008761
F008793
F008799
F008801
F008803
F008819
F008821
F008823
F008827
F008829
F008833
F008837
F008869
F008879
F008913
F008927
F008953
F008959
F008963
F008965
F008967
F008969
F008973
F008989
F008991
F008995
F011007
F011013
F011023
F011025
F011037
F011049
F011059
F011069
F011071
F011073
F011077
F011079
F011081
F011083
F011091
F011101
F011107
F011131
Jack C. Massey Professorship Fund
Martha M. Hall Scholarship Fund
John V. Lombardi Scholarship Program Fund
Gerald T. Bennett Prosecutor/Public Defender Training Program
Paul and Polly Doughty Research Endowment
Dow Chemical Graduate Fellowship in Materials Science and Engineering
Lincoln and Lillian Hall Fellowship in Memory of Albert G. Hall
George A. Smathers Libraries Fund
Ivan H. Smith Visiting Professorship in Architecture
Muriel Rumsey Foundation Endowment
James Gamble Rogers/RLF, Inc. Memorial Fellowship
Barry C. Scott, M.D. Research Endowment Fund
David M. and Ann C. Hicks Endowment
John Thomas Ladue McGinty Endowment
Leighton E. Cluff Award for Aging Research
CVS/pharmacy Endowment
Florida Rural Rehabilitation Corporation 4-H Scholarship
Frank E. Kinsey, Jr. Excellence Fund in Historic Preservation
Florida Sea Grant Endowment
Jared and Joshua Piotrkowski and Esther Ragosin Endowment
Thomas H. Maren Medical Student Reading Room Endowment
Cammie Greene Ross Scholarship
Alfred A. McKethan Professorship in Arthritis Research
Alfred A. McKethan Scholarship
Arnold J. "Red" Morway Memorial Graduate Fellowship
Lauren and Jordan Goodrich Endowment
Joseph and Lillian A. Damon Scholarship
Arthur Blenn Anderson Scholarship Endowment
Info Tech Annual Statistics Winter Workshop Fund
Emil and Charlotte Gross Endowment
V. T. and Louise Jackson Chemistry Endowment
Denzil W. Falls Medical Research Endowment
Mary Lee and Paul M. Pope, Jr. Excellence Endowment
Powell Center for Construction and the Environment
Michael and Linda Connelly Professional Advancement Fund
Shaler Richardson Professorship in Ophthalmic Services #1
Shaler Richardson Professorship in Ophthalmic Services #2
Eblen Research Endowment
Sherwood L. Stokes-Professor James W. Day Scholarships
Sherwood L. Stokes-Professor Clarence J. TeSelle Scholarships
Sherwood L. Stokes-General Practitioner Scholarships
Sherwood L. Stokes-Environmental and Water Quality Scholarships
William L. and Agnes F. Brown Endowment
Ruth and Gerry Hartman Scholarship
Irving and Rose Fien Reading Fellowship
Eugene Chester Terzenbach Memorial Scholarship
Balance at
June 30, 2010
Corpus at
June 30, 2010
374,978
526,888
3,800,593
356,871
134,683
301,103
98,779
1,954,398
1,516,482
203,015
145,444
110,093
173,232
1,339,924
146,023
184,132
160,257
356,633
1,666,660
148,965
520,854
452,233
497,849
4,484,395
167,000
148,170
505,583
1,609,119
143,784
230,467
2,107,139
344,956
226,690
1,242,215
195,376
1,193,505
1,193,504
1,942,627
260,749
272,749
269,749
300,036
169,304
170,574
179,344
538,931
375,000
489,295
3,696,278
368,342
121,499
300,000
100,000
1,785,572
1,469,088
206,591
150,000
100,520
153,937
776,037
122,653
166,262
151,000
350,000
1,500,000
150,000
551,270
418,985
456,994
4,118,955
149,449
150,000
450,000
1,512,161
150,000
246,667
1,750,002
283,446
197,632
1,242,713
200,000
758,298
758,298
1,048,744
220,860
220,860
220,860
220,859
150,000
150,000
150,000
463,272
(Continued)
51
Contributed
Corpus
100
50,025
60
33,816
36,924
-
Investment
Income
58,431
77,686
590,511
55,978
20,237
46,127
14,572
278,415
238,295
31,908
22,269
16,071
23,670
205,020
19,986
25,780
24,972
56,054
244,306
22,954
80,295
69,278
76,247
687,199
23,663
22,892
77,451
251,088
22,405
33,074
290,582
32,676
198,124
29,226
187,590
187,590
286,983
38,720
38,720
38,720
38,720
24,802
26,325
26,832
82,870
Expenses
(3,300)
(123,003)
(1,251)
(8,601)
(1,050)
(101,746)
(51,880)
(7,096)
(4,000)
166
(46,883)
(1,800)
(10,000)
(6,969)
(12,552)
(65,000)
(2,500)
(14,000)
(10,500)
(241,100)
(17,763)
(5,062)
(17,105)
(67,800)
(2,000)
(131,663)
(45,923)
(15,000)
(42,005)
(42,005)
(20,000)
(10,000)
(13,000)
(13,000)
(20,000)
(6,000)
(7,488)
(20,000)
Corpus
Transfers
(283,446)
-
Other
2,000
1,372
(61,510)
1,000
-
Balance at
June 30, 2011
430,109
604,574
4,268,201
461,623
146,379
347,230
114,301
2,132,439
1,702,897
261,643
163,713
126,330
196,902
1,498,061
164,209
199,912
178,260
400,135
1,845,966
171,919
598,649
507,511
563,596
4,930,494
172,900
166,000
565,929
1,792,407
164,189
263,541
2,266,058
259,366
1,431,340
209,602
1,339,090
1,339,089
2,209,610
289,469
298,469
295,469
318,756
188,106
190,411
206,176
601,801
Corpus at
June 30, 2011
375,000
489,295
3,696,378
418,367
121,559
300,000
100,000
1,785,572
1,469,088
240,407
150,000
100,520
153,937
776,037
122,653
166,262
151,000
350,000
1,500,000
150,000
551,270
418,985
456,994
4,118,955
149,449
150,000
450,000
1,512,161
150,000
246,667
1,750,002
197,632
1,279,637
200,000
758,298
758,298
1,048,744
220,860
220,860
220,860
220,859
150,000
150,000
150,000
463,272
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F011137
F011139
F011141
F011143
F011145
F011157
F011177
F011183
F011187
F011189
F011191
F011201
F011221
F011223
F011227
F011253
F011265
F011269
F011273
F011289
F011313
F011317
F011337
F011349
F011371
F011375
F011395
F011399
F011409
F011413
F011429
F011449
F011459
F011507
F011517
F011565
F011575
F011591
F011605
F011609
F011621
F011627
F011633
F011635
F011637
F011673
Eleanor Roberts Public Television Excellence Fund
Lawrence M. Goodman Scholarship Fund
CVS/Pharmacy, Inc. Professorship
Prairieview Trust Endowment
Prairieview Trust - Earl and Margo Powers Professorship
Stephany W. Holloway University Chair in AIDS Research
Dentistry General Endowment
Oslo Riverfront Conservation Area Environmental Education Fund
McGuire Institute for Biodiversity and the Environment Fund
Don D. and Ruth S. Eckis Professorship in Electrical and Computer Engineering
Nancy A. Fackler Endowment for Brain Research
Blue Cross and Blue Shield of Florida Chair
Wells Fargo Extension Term Professorship
Dr. Madelyn M. Lockhart Book Fund in African Studies
Office Depot, Inc. Retail Symposium
Edwin Edward Domaschk Fund
Harold and Mary Jean Hanson Rare Book Fund
Joseph and Lillian A. Damon Scholarship II
Courtelis International Student Awards
James W. Van Horn Music Fund
Gayle L. Eschmann Fellowship in Psychiatry
Gus H. Hancock, Jr. Endowment Fund
Health Care for All Education Fund
Bill and Patti Alcorn Scholarship Endowment
Professor Emeritus, Dr. Harold R. Stanley Oral Pathology Endowment Fund
Robert E. and Roselee S. Wheeler Professorship of Medicine
Leta Gertrude Thibert Nursing Scholarship
Wayne Densch Epilepsy Research Endowment II
Deb Richard Foundation Scholarship
Robert and Margaret Rothman Endowed Chair in the Humanities
Hobe and Gertrude Hooser Scholarship Fund
Barbara C. Joslin Scholarship
Richard and Velia Parrino Graduate Student Endowment
Robert H. Hux, M.D. Professorship of Surgery
Mary Ellen Burnett Endowment Scholarship in Loving Memory of George H. Burnett
L. Gale Lemerand Scholarship Fund
Everett L. Holden and Marian G. Holden Memorial Scholarship Endowment
Intel/Charles E. Young Endowed Chair in Electrical and Computer Engineering
Russ and Carol Blaser Memorial Scholarship
UF Shands Cancer Center Endowment
Sylvia T. McKenney Scholarship/Fellowship Fund
Dixie V. Bayer Nursing Excellence Fund
Larry A. Webb and Jean V. Webb Carillon Fund
Dr. Greta Andron Smolowe Scholarship
Dr. Suzanne M. Wester, M.D. Scholarship
Florence W. Ruebush Endowment
Balance at
June 30, 2010
Corpus at
June 30, 2010
541,478
6,914,732
317,765
424,254
1,434,006
4,429,628
752,368
528,292
342,060
1,545,522
637,449
4,116,546
409,832
218,451
1,978,176
105,223
113,143
353,610
149,429
243,287
344,070
618,904
387,268
99,500
183,110
1,800,661
298,420
613,712
692,517
2,770,689
727,624
197,841
112,995
1,168,783
78,078
2,288,614
439,647
4,759,599
135,854
230,912
260,558
1,845,465
611,083
53,360
171,899
161,948
437,025
6,267,297
300,000
327,372
1,056,512
3,139,206
716,126
411,245
300,000
710,146
524,821
3,590,279
300,000
212,230
1,750,002
100,000
105,850
309,922
138,766
186,932
324,450
543,641
350,200
101,028
151,465
1,623,200
237,761
583,334
588,708
2,827,706
650,394
164,898
110,867
1,020,000
80,000
2,183,211
372,462
4,000,002
150,150
229,282
252,527
1,566,289
524,116
50,000
175,000
150,000
(Continued)
52
Contributed
Corpus
3,507
6,800
50,019
120
10,000
41
36,000
1,000
15,000
1,000
50
50,000
25,000
-
Investment
Income
78,175
1,086,826
49,516
58,230
187,218
628,822
113,697
73,534
53,664
183,622
85,681
568,501
54,951
22,829
310,896
15,068
16,893
54,171
22,276
33,438
53,945
96,412
53,104
15,443
27,728
260,368
41,705
90,473
102,645
406,070
111,467
29,485
17,227
172,834
12,070
353,585
62,517
20,737
36,330
40,576
251,943
84,321
9,301
27,034
24,102
Expenses
(30,500)
(240,768)
(8,218)
(50,000)
(208)
(15,000)
(1,250)
(2,479)
(69,774)
(250)
(17,967)
(6,000)
(12,000)
(1)
(21,000)
(2,000)
(13,071)
(50,000)
(30,000)
(24,000)
(70,000)
(36,970)
(5,000)
(50,000)
(2,285)
(78,183)
(15,500)
(4,000)
(4,031)
(8,000)
(21,901)
(3,073)
(5,225)
(5,322)
Corpus
Transfers
(4,000,002)
-
Other
1,920
(759,597)
-
Balance at
June 30, 2011
589,153
7,764,297
359,063
482,484
1,621,224
5,008,450
872,657
586,826
395,724
1,729,144
771,899
4,685,047
464,783
240,841
2,219,298
120,291
139,786
389,814
165,705
264,725
398,055
694,316
476,372
112,943
198,767
2,011,029
340,125
674,185
771,162
3,106,759
802,121
222,326
130,222
1,291,617
102,863
2,564,016
486,664
152,591
264,211
293,134
2,097,408
673,553
109,588
218,708
180,728
Corpus at
June 30, 2011
437,025
6,270,804
300,000
327,372
1,056,512
3,139,206
722,926
411,245
300,000
710,146
574,840
3,590,279
300,000
212,350
1,750,002
100,000
115,850
309,922
138,766
186,932
324,491
543,641
386,200
101,028
152,465
1,623,200
237,761
583,334
588,708
2,827,706
650,394
164,898
110,867
1,020,000
95,000
2,183,211
372,462
150,150
230,282
252,527
1,566,289
524,166
100,000
200,000
150,000
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F011675
F011701
F011709
F011717
F011719
F011721
F011731
F011733
F011735
F011737
F011739
F011741
F011755
F011759
F011761
F011779
F011781
F011783
F011791
F011807
F011815
F011817
F011821
F011825
F011827
F011865
F011885
F011891
F011893
F011897
F011899
F011915
F011923
F011925
F011945
F011961
F011969
F012001
F012003
F012005
F012035
F012055
F012063
F012079
F012083
F012085
Todd C. Prosser Memorial Scholarship
B. J. and Eve Wilder Center for Excellence in Epilepsy Research
Packaging Education Forum Endowment
UF 150th Anniversary Cultural Plaza Endowment-FMNH
UF 150th Anniversary Cultural Plaza Endowment-Harn
UF 150th Anniversary Cultural Plaza Endowment-UF Performing Arts
Brightest Students to Faculty
Iva and Norman Tuckett Scholarship/Fellowship Fund
Vada Allen Yeomans Professorship
Vada Allen Yeomans Fellowship Fund
Lee C. Yeomans Fisheries and Aquatic Sciences Fellowship Fund
Calvin Yeomans Special Collections Enrichment Fund
Fisher School Enhancement Fund
Straughn 4-H Faculty Fellowship
Melvin Greer, M.D. Professor of Neurology
McClatchy Professorship in Freedom of Information
Elizabeth B. and William F. Poe, Sr. Business Ethics Education and Research Center
Joelen K. and Robert G. Merkel Endowment
Pamela Cahoon Fitch Research Endowment for Brain Aneurysms
Ruth L. Pugsley Memorial Fund
William F. Parma Fund for Excellence
Keira Grace Lauzardo Fund for Children's Cancer: Hope Across Borders
Betty C. Stevens Endowment
Joseph A. DiPietro Horse Farm Hundred Scholarship
Henry and Eugenia Graham Professional Development Fund for Science/Health Communication
Bond Foundation, Inc. Fund
Allyn Lepidoptera Endowment
Carol B. Currier Scholarship Fund
Lewis "Lukie" Ansbacher Memorial Scholarship
Carl Mercer Dow Fellowship Fund in Chemical Engineering
Carl Mercer Dow Alumni Fellowship Fund in Chemistry
Robert L. Richardson Endowment Fund
Ruth Hay and Hans Schrader Astronomy Scholarship/Fellowship Fund
Ruth Hay and Hans Schrader Nursing Scholarship/Fellowship Fund
Dr. Elizabeth M. Eddy Endowment
Adelaide Lackner Professorship in Medicine
FLMNH Exhibit Maintenance Endowment
Bernard F. Masseria Scholarship/Fellowship Fund
Larry R. Arrington Extension Internship Endowment
David H. Levin Chair in Family Law
Robert L. Anderson and Glenn Anderson Visiting Lectureship and Travel Fellowship
Ben Franklin Ethics Fund
Marion C. and Virginia T. Roche Faculty Excellence Fund
Franklin P. Flowers Endowed Research Fund
Colonel Allen R. and Margaret G. Crow Term Professorship in Chemistry
Colonel Allen R. and Margaret G. Crow Chemistry Fund for Library Resources
Balance at
June 30, 2010
Corpus at
June 30, 2010
106,643
4,467,572
170,849
559,184
522,269
540,880
500,986
2,381,570
740,420
397,477
1,219,213
647,892
333,539
177,948
2,011,893
1,072,069
2,350,517
149,167
112,310
1,359,136
3,076,969
184,340
182,154
221,272
321,212
98,561
339,428
216,677
134,202
174,231
94,291
269,475
369,223
385,218
1,307,025
1,204,064
165,485
789,152
106,451
2,808,016
95,038
147,548
163,450
175,838
188,554
207,164
110,745
4,291,947
150,000
506,668
506,668
507,153
560,719
2,029,713
719,841
359,949
1,079,761
554,763
331,690
150,000
1,924,089
1,025,000
2,500,000
158,737
100,100
1,289,645
2,953,269
154,810
150,000
227,342
301,500
100,000
300,000
189,854
121,831
167,077
79,613
268,165
350,705
350,605
1,284,194
1,152,328
150,000
779,538
100,000
2,502,300
100,273
145,603
151,240
151,903
180,000
180,000
(Continued)
53
Contributed
Corpus
20,900
8,062
19,624
50
225
1,500
250
500
-
Investment
Income
16,875
680,897
24,102
82,053
82,053
82,127
74,866
323,886
115,761
57,766
173,109
88,694
52,360
24,704
305,050
154,746
366,779
24,319
16,734
208,209
435,759
25,036
24,331
33,836
45,654
15,350
49,197
29,705
19,414
27,169
12,638
39,625
55,604
55,588
191,053
187,040
23,470
121,922
14,653
416,872
14,736
22,772
23,681
23,934
28,095
28,095
Expenses
(1,023)
(185,025)
(22,303)
(45,820)
(18,596)
(4,796)
(27,000)
(50,000)
(66,425)
(12,000)
(5,000)
(100,000)
(29,555)
(77,439)
(2,491)
(69,057)
(3)
(1)
(9,006)
(4,000)
(32,034)
(5,000)
(4,083)
(2,989)
(14,586)
(14,227)
(9,819)
(97,000)
(55,900)
(7,013)
(26,959)
(9,500)
(55,238)
(3,500)
(2,082)
(16,721)
(4,000)
(20,000)
Corpus
Transfers
(124,304)
-
Other
1,000
3,100
84
(1,780,566)
-
Balance at
June 30, 2011
143,395
4,964,444
175,748
595,417
585,726
623,007
575,852
2,700,660
829,181
455,243
1,342,322
678,223
373,899
197,652
2,216,943
1,197,260
2,639,857
190,619
129,044
1,498,288
3,512,809
209,425
206,485
246,327
366,866
109,911
356,591
241,382
151,033
198,661
92,343
309,100
410,600
430,987
1,401,078
1,335,204
182,442
884,115
111,604
1,264,780
106,274
168,238
170,410
199,772
212,649
215,259
Corpus at
June 30, 2011
131,645
4,291,947
150,000
506,668
506,668
507,153
560,719
2,029,713
719,841
359,949
1,079,761
562,825
331,690
150,000
1,924,089
1,025,000
2,500,000
178,361
100,100
1,289,645
2,953,269
154,860
150,000
227,567
301,500
100,000
300,000
189,854
123,331
167,327
79,613
268,165
350,705
350,605
1,284,194
1,152,328
150,500
779,538
100,000
2,377,996
100,273
145,603
151,240
151,903
180,000
180,000
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F012087
Colonel Allen R. and Margaret G. Crow Undergraduate Scholarship and Graduate Fellowship in
Chemistry
Colonel Allen R. and Margaret G. Crow Term Professorship in Liberal Arts and Sciences
Richard R. Streiff Endowed Research Fund
Central Florida Gator Club® Faculty Support Fund
Attorneys' Title Insurance Fund Instructional Endowment
Fogler Family Endowment
Dannheisser Endowment
Mary Jelks Irwin Cancer Research Fund
William P. Bushnell Endowment for Structural Engineering
William P. Bushnell Endowment for Academic Excellence
William P. Bushnell President's Excellence Fund
Bill and Bryon Bushnell Graduate Fellowship in Civil Engineering
Bedford Endowment
Margaret J. Early Program Endowment
James and Barbara Mondello Cancer Center Research Fund
Todd C. Prosser Memorial and Ted C. Prosser, III Book Endowment in Florida History
Gene K. Glasser and Elaine Glasser Fund
Phyllis Kottler Friedman Professorship
Marion Harlow Gerber Fund
Sam and Connie Holloway Scholarship/Fellowship Endowment
George W. Etheridge, Jr. and Lisa O. Etheridge Professorship
John H. and Mary Lou Dasburg Professorship
Franklin L. DeBusk Endowed Lectureship
Folke Peterson Trust Endowment
Steven E. Bernstein Real Estate Scholarship Fund
Ralph H. and Alice J. Sharpe Fellowship Fund
Folke Peterson Endowment
Elizabeth Wood Dunlevie Honors Term Professorship Endowment
Dean's Professorship in Engineering
Richard H. Simons Charitable Trust Faculty Professional Development Fund
Ruth P. Phillips Art Acquisition Endowment
Blanche J. Salisbury Diabetes Research Fund
Arthur C. and Edna J. Tebbutt Alzheimer's Endowed Research Fund
Richard L. Jones Outstanding New Faculty Research Fund
Harry and Edith H. LaFontaine Fund
Cynthia A. Melnick Endowment
Kingsway Financial Professional Advancement Fund for International Communication
Michael Aschoff Dissertation Fellowship
Charles H. and Wanda N. Denny Education Endowment
Calder Race Course Equine Research Fund
Oscar Araujo Alumni Scholarship Endowment
LaFontaine Endowment for IFAS
Susan O. Rasmussen Scholarship Fund
Dallas Townsend Term Professorship
Cofrin Curator of Asian Art Endowment
Furlow/Bingham Plastic Surgery Education Endowment
F012089
F012095
F012099
F012101
F012103
F012107
F012129
F012135
F012137
F012139
F012141
F012143
F012145
F012155
F012181
F012189
F012203
F012219
F012259
F012283
F012285
F012291
F012297
F012301
F012303
F012347
F012357
F012363
F012375
F012387
F012401
F012415
F012437
F012455
F012459
F012461
F012465
F012469
F012471
F012481
F012483
F012491
F012493
F012513
F012527
Balance at
June 30, 2010
Corpus at
June 30, 2010
191,109
930,232
118,784
102,998
306,927
321,704
97,126
221,566
1,402,677
1,256,894
1,764,729
195,943
485,072
670,958
1,316,199
62,218
132,985
406,744
217,643
210,733
947,027
3,108,681
101,402
3,558,777
98,021
142,620
3,474,307
680,545
1,462,199
99,284
432,030
462,666
1,648,094
95,431
2,079,321
147,147
96,179
156,749
132,091
145,853
209,884
680,137
496,281
167,439
2,296,898
150,344
180,000
900,000
100,918
100,000
301,000
325,000
100,000
221,019
1,416,866
1,105,988
1,339,754
184,025
450,000
664,856
1,342,370
64,100
139,104
392,951
198,521
212,671
896,769
3,150,001
104,979
3,623,652
100,000
121,459
3,623,652
720,000
1,480,000
106,459
402,567
469,910
1,578,044
99,735
2,243,643
154,351
100,000
157,036
151,139
150,000
214,336
747,880
515,506
172,688
2,588,363
170,004
(Continued)
54
Contributed
Corpus
1,000
48,274
14,990
29,104
3,000
400
11,500
25,000
9,696
7,100
Investment
Income
28,095
140,473
16,168
14,851
47,485
46,926
15,266
34,825
220,205
171,889
243,133
28,601
72,243
105,828
206,874
9,423
21,038
57,669
30,697
31,231
139,320
477,536
15,279
526,323
15,030
19,340
526,323
103,606
216,610
15,915
59,827
69,827
230,943
14,999
320,703
22,762
14,748
22,742
20,999
22,085
31,118
106,901
76,022
25,652
354,456
24,219
Expenses
(10,000)
(5,130)
(731)
(25)
(3,860)
(37,540)
(5,000)
(39,097)
(46,323)
(4,320)
(728)
(165)
(2,000)
(33,500)
(18,673)
(3,018)
(96,000)
(22,000)
(664)
(70,000)
(4,000)
(5,000)
(5,613)
(288)
(909)
(14,633)
(23,937)
(15,000)
(5,657)
(160,145)
(2,800)
Corpus
Transfers
Other
-
15,700
61,785
-
Balance at
June 30, 2011
209,204
1,065,575
134,952
117,118
355,387
368,630
112,392
252,531
1,585,342
1,428,783
2,007,862
219,544
557,315
785,963
1,476,750
82,311
182,399
467,248
246,340
241,964
1,052,847
3,567,544
114,063
4,085,100
113,051
161,960
3,904,630
762,151
1,678,809
115,199
491,857
532,493
1,879,037
109,766
2,330,024
165,909
105,927
173,878
164,302
192,029
251,765
763,101
557,303
187,434
2,552,994
178,863
Corpus at
June 30, 2011
180,000
900,000
100,918
100,000
302,000
325,000
100,000
221,019
1,416,866
1,105,988
1,339,754
184,025
450,000
713,130
1,342,370
79,090
168,208
395,951
198,521
212,671
896,769
3,150,001
105,379
3,623,652
100,000
121,459
3,623,652
720,000
1,480,000
106,459
402,567
469,910
1,578,044
99,735
2,243,643
154,351
100,000
157,036
162,639
175,000
224,032
747,880
515,506
172,688
2,588,363
177,104
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F012529
F012543
F012551
F012553
F012571
F012573
F012575
F012635
F012641
F012643
F012647
F012653
F012671
F012679
F012681
F012683
F012687
F012691
F012693
F012701
F012703
F012705
F012707
F012713
F012715
F012717
F012723
F012727
F012735
F012749
F012761
F012773
F012775
F012785
F012789
F012803
F012809
F012811
F012823
F012859
F012881
F012883
F012917
F012919
F012929
F012949
William P. and Tracy Cirioli Research Endowment
Dr. Allen Spiegel Graduate Endowment in Pharmaceutical Research
Raymond Ehrlich Eminent Scholar Chair in Political Science in Memory of Ben and Esther Ehrlich
Raymond & Miriam Ehrlich Chair in U.S. Constitutional Law in Memory of Ben & Esther Ehrlich
L. E. "Red" Larson Professorship and Graduate Fellowship in Animal Sciences
L. E. "Red" Larson 4-H Endowment
L. E. "Red" Larson Dairy Endowment
Mary Ellen Burnett Endowment for Works on Animals
Dr. William and Joan Mendenhall Book Fund in Florida History
William and Joan Mendenhall Professorship in Radiation Oncology
Rinker Scholar Endowment
School of Building Construction 70th Anniversary Faculty Support
John B. and Emily J. Higdon Fellowship Fund
Andy and Amy Fletcher Endowment for Journalism and Communications Excellence
Pepsi Bottling Group Faculty Enhancement Endowment
Jean and Bayard Bidwell Endowed Scholarship
Dennis A. Calfee Eminent Scholar Chair in Federal Taxation
Charles R. Perry Craft Awareness Endowment
John and Terry Appel Management Communications Program Fund
Steven Sablotsky Endowment
Dewey and Lynn Burnsed Endowment in Law
Dewey and Lynn Burnsed Endowment in IFAS
John Early Publications Endowment
Laura and Kenneth Berns Docent Program Endowment
Kenneth and Laura Berns Genetics Institute Endowment
Paul J. DiMare Foundation Term Professorship
R. Glenn Davis, M.D., Dialysis Clinic, Inc. Professor of Nephrology
Thoracic and Cardiovascular Surgery Excellence Fund
Richard P. Donnellan Real Estate Graduate Scholarship
Bruce and Barbara Manne Faculty Endowment
City Furniture Professorship
Lewis H. Kent Geomatics Endowment
Wen-Hsiang Chai Scholarship Fund
Dr. Joan Joesting-Mahoney Endowment
Charles R. Perry Endowed Professorship
Lealand L. Lovering Scholarship Fund
J. Crayton Pruitt Family Chair in Biomedical Engineering
J. Crayton Pruitt Family Biomedical Engineering Excellence Fund
McCurdy Perinatal Endowed Research Fund
Iona M. Pettengill Graduate Fellowship in Public and Community Outreach Nursing
Dr. Andrea Trescot Fund for Graduate Studies in Zoology
American Heart Association Academic Support Endowment
C. Addison Pound, Sr. and Annie Cannon Pound Scholarship in Business Administration
Ron and Vicki Canakaris Finance Endowment Fund
Herbert A. and Marjorie G. Laitinen Chemistry Scholarship Fund
Progress Energy-UF Water Institute Endowment
Balance at
June 30, 2010
Corpus at
June 30, 2010
144,545
972,439
1,904,072
2,096,546
2,051,188
328,169
525,610
56,921
95,607
657,791
1,028,286
609,821
1,188,137
93,859
1,271,253
735,797
613,222
746,969
165,667
364,798
323,460
688,919
144,897
142,391
106,282
1,957,199
1,955,631
94,607
140,868
99,140
457,397
138,903
206,338
107,596
1,545,115
174,159
2,117,921
14,542,186
99,101
241,670
96,116
352,358
1,028,074
141,929
317,600
1,275,355
150,862
999,002
2,024,402
2,124,402
2,050,002
360,000
540,000
60,259
100,000
600,000
1,080,000
626,935
1,222,781
100,000
1,275,000
757,500
639,561
845,250
165,250
392,804
340,034
680,066
150,000
151,757
110,423
2,000,002
2,000,002
100,000
150,000
103,848
480,000
150,006
221,220
110,000
1,750,000
191,475
2,000,000
16,000,010
100,000
250,000
100,000
150,000
1,134,378
150,000
329,358
1,320,000
(Continued)
55
Contributed
Corpus
30,085
417,000
188,790
451,635
159,858
2,000
40,000
70
-
Investment
Income
22,321
144,764
293,686
310,388
294,051
51,137
76,705
8,736
14,538
87,230
156,495
95,996
180,997
14,528
181,423
108,316
101,858
117,392
24,503
55,884
48,384
96,769
21,432
21,405
15,179
285,434
285,137
14,538
22,206
15,893
71,697
21,438
31,609
15,948
242,842
26,480
318,951
2,285,743
14,823
36,757
14,259
50,836
164,426
21,918
46,449
192,290
Expenses
(5,556)
(4,225)
(45,140)
(14,270)
(15,000)
(4,720)
(30,000)
(3,281)
(5,004)
(4,000)
(31,000)
(4,396)
(19,600)
(3,325)
(12,342)
(15,000)
(13,337)
(10,997)
(50)
(82,000)
(205,345)
(2,000)
(1,500)
(1,418)
(284)
(10,484)
(40,400)
(6,000)
(511,659)
(5,510)
(1,000)
-
Corpus
Transfers
Balance at
June 30, 2011
Other
-
39
-
191,395
1,529,978
2,152,618
2,406,934
2,345,239
365,036
587,315
65,657
105,425
745,021
1,154,781
891,326
1,815,765
104,387
1,452,676
813,113
870,542
844,761
186,845
408,340
356,844
785,688
152,992
152,799
123,411
2,160,633
2,035,423
107,145
161,574
115,033
567,676
160,127
227,463
123,544
1,747,557
194,639
2,436,872
16,316,309
113,924
272,917
110,375
403,194
1,192,500
163,847
363,049
1,467,645
Corpus at
June 30, 2011
180,947
1,416,002
2,024,402
2,124,402
2,050,002
360,000
540,000
60,259
100,000
600,000
1,080,000
815,725
1,674,416
100,000
1,275,000
757,500
799,419
845,250
165,250
392,804
340,034
680,066
150,000
151,757
112,423
2,000,002
2,000,002
100,000
150,000
103,848
520,000
150,076
221,220
110,000
1,750,000
191,475
2,000,000
16,000,010
100,000
250,000
100,000
150,000
1,134,378
150,000
329,358
1,320,000
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F012955
F012987
F012999
F013043
F013073
F013083
F013085
F013111
F013121
F013127
F013133
F013135
F013139
F013179
F013195
F013201
F013233
F013235
F013237
F013253
F013321
F013333
F013349
F013369
F013371
F013377
F013391
F013397
F013401
F013455
F013461
F013489
F013507
F013513
F013517
F013529
F013531
F013533
F013553
F013559
F013587
F013595
F013609
F013611
F013615
F013621
Preston A. Wells, Jr. Endowment
Wolf Family American Property Law Lecture Endowment
Nadia Venable Hall Scholarship Fund
North Florida Doctoral Consortium
Marc Gale Endowed Professorship
Library Leadership Board Endowment
C. M. Overstreet Retinal Eye Disease Research Fund
Mark A. and Dorothy H. Ahrano Excellence Fund
Stop! Children's Cancer/Bonnie R. Freeman Professorship for Pediatric Oncology Research
Joseph Jay Deiss Memorial Scholarship or Fellowship for Summer Studies in Rome
Enneking Endowment for the Advancement of Orthopaedics
Florida Association of County Agricultural Agents Educational Scholarship Fund
Stephen M. Varosi Memorial Scholarship/Fellowship in Electrical and Computer Engineering
Robert H. Gidel Alliance Endowment
Supply Chain Management Center Fund
Gene A. and Dr. Richard E. Garrett Endowment for Physics Education
Cancer/Proton Therapy Research
Cardiology Research Fund
Ken and Linda McGurn Dean's Fund
Bonni G. Tischler Endowment for Student Leadership and Professional Advancement
LCA College Enhancement Fund
Wilton R. Miller Family Excellence Scholarship
J. Donald and Jayne B. Butterworth Fund
Thomas H. Maren, M.D. Eminent Chair in Pharmacology and Therapeutics
Thomas H. Maren, M.D. Junior Investigators Research Fund
Robert F. and Patricia J. Lanzillotti Family Fund
Harold Walton and Margaret Harn Goforth Endowment
Philip A. Decker GatorNest Endowment
Carl Loop Legislative Internship Endowment
Robert B. Primack Social Foundations of Education Fellowship
Allen L. Poucher Legal Education Series Fund
Edward Downey Academic Endowment for Trusts, Estates and Fiduciary Representation
Edmund William Burbach, Sr. and Marianne Schumacher Burbach Scholarship Fund
Robert B. Cole Health Law Endowment
Jon L. and Beverly Thompson Research Endowment to support the Regeneration Project
Environmental Horticulture Turfgrass Scholarship
Boyd Family Endowment
National Foliage Foundation Graduate Assistantship
William R. Hough Endowment
Fred C. and Helen Donn Flipse Endowment
Donald R. Dizney Chair in Addiction Medicine
Dr. Paul Tarrant Faculty Fellowship
Barbara and Reed Toomey Endowment in Invertebrate Paleontology
Barbara and Reed Toomey Endowment in Vertebrate Paleontology
Nathan S. Collier Masters in Real Estate Program Fund
Lowe Family Professorship in Pediatric Immunology and Allergies
Balance at
June 30, 2010
Corpus at
June 30, 2010
4,283,972
120,418
307,067
590,749
141,488
99,005
5,248,360
1,674,200
1,610,234
191,978
323,792
140,662
122,148
160,824
345,612
199,929
285,410
138,595
873,374
151,105
906,910
170,808
939,972
2,955,510
2,394,395
427,801
205,639
132,987
140,901
135,991
383,287
139,289
190,410
172,436
2,279,159
134,728
86,188
459,595
16,865,262
194,776
1,739,067
317,789
261,968
86,969
821,613
567,324
4,758,440
120,000
321,446
600,000
150,588
106,185
6,000,000
1,741,983
1,750,002
207,360
331,488
155,746
125,060
150,491
376,225
206,256
285,313
143,313
1,000,001
162,288
1,020,000
200,000
1,023,500
3,000,000
2,706,925
436,229
228,802
150,000
163,000
150,285
399,883
156,142
200,250
194,818
2,551,277
150,000
100,001
525,000
19,441,780
214,559
2,025,001
350,000
275,933
100,000
874,986
481,464
(Continued)
56
Contributed
Corpus
985,534
37,000
34,720
2,750
574
500
20,000
15,000
450
50,000
1,000,100
1
125,015
13,120
Investment
Income
737,275
19,496
45,281
87,944
23,815
15,447
824,914
268,259
242,485
28,544
21,868
18,266
24,637
54,139
28,890
41,763
20,365
136,042
22,014
137,276
26,166
143,191
415,383
363,311
66,376
30,974
21,983
21,874
20,001
57,169
21,946
30,406
27,643
333,644
19,962
13,430
69,868
2,649,848
29,617
266,774
48,241
16,287
13,430
136,688
65,453
Expenses
(74,661)
(925)
(21,485)
(4,000)
(1,374)
(69)
(184,714)
(12,000)
(68,500)
(6,017)
(9,593)
(2,138)
(208)
(20,480)
(13)
(27,000)
(5,779)
(130,000)
(3,500)
(15,500)
(6,513)
(5,426)
(1,000)
(2,250)
(125,000)
(5,500)
(3,748)
(532,255)
(26,000)
(125)
(4,500)
(21,758)
(8,434)
Corpus
Transfers
(331,488)
-
Other
900
7,697
300
5,500
8,658
5,000
8,500
Balance at
June 30, 2011
5,933,020
175,989
330,863
674,693
198,649
117,133
5,888,560
1,930,459
1,784,219
220,522
1
157,087
140,414
175,868
397,613
228,911
327,173
158,960
988,936
173,606
1,017,186
191,195
1,083,163
3,370,893
2,627,706
510,677
221,113
168,957
157,799
154,992
440,456
161,235
268,566
200,079
2,487,803
149,190
95,870
529,463
19,991,613
224,394
1,979,841
366,030
283,130
95,899
1,061,558
645,963
Corpus at
June 30, 2011
5,743,974
157,000
321,446
600,000
185,308
108,935
6,000,000
1,741,983
1,750,002
207,360
156,320
125,060
150,491
376,225
206,256
285,313
143,313
1,000,001
162,788
1,020,000
200,000
1,023,500
3,000,000
2,706,925
456,229
228,802
165,000
163,450
150,285
399,883
156,142
250,250
194,818
2,551,277
150,000
100,001
525,000
20,441,880
214,560
2,025,001
350,000
275,933
100,000
1,000,001
494,584
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F013625
F013649
F013651
F013669
F013671
F013673
F013675
F013693
F013695
F013697
F013699
F013701
F013707
F013721
F013723
F013725
F013727
F013729
F013731
F013743
F013745
F013747
F013791
F013823
F013825
F013833
F013835
F013837
F013839
F013841
F013843
F013849
F013855
F013865
F013867
F013869
F013871
F013883
F013885
F013887
F013891
F013893
F013897
F013901
F013903
F013907
Gladys Harn Harris Art Acquisition Endowment
Marshall M. Criser Distinguished Lecture Series
Bushnell Presidential Chair
BB&T Professorship in Free Enterprise Fund
Jon L. and Beverly A. Thompson Geology Chair
Jon L. and Beverly A. Thompson FLMNH Chair
Jon L. and Beverly A. Thompson Endowment
Jean and Jewel Ahrano Excellence Fund
Jean and Jewel Ahrano Scholarship and Fellowship Fund
Jean and Jewel Ahrano Scholarships Fund
Jean and Jewel Ahrano Research Fund
GCREC Scholarship Endowment
Edmond H. Prominski Endowment Fund
Craig and Audrae Tisher Professorship/Chair in Nephrology
Silverstein Family Fund in Pediatric Endocrinology
William G. Lassiter, Jr. and Aneice R. Lassiter Pediatric Diabetes Research Fund
William G. Lassiter, Jr. and Aneice R. Lassiter Professorship
William G. Lassiter, Jr. and Aneice R. Lassiter Professorship in Building Construction
Mrs. Irene B. Kirbo Scholarship Fund
Thomas H. Maren Fellowship for Graduate/Doctoral Nursing Students
Ernst & Young Endowment
Susan Ivey Professorship
John I. Williams, Jr. Professorship in Marketing
Edward and Betty Proefke Fellowship
Orlando Garden Club Fellowships in honor of Mary S. Compton and Ann Guthrie
Andrew J. Semesco Fund for Oral, Head, and Neck Cancer Research
Dean for Extension Excellence Fund
Seymour Goldweber Faculty Fellowship Endowment
Christine Waddill Faculty Fellowship Endowment
Arthur Hornsby Faculty Fellowship Endowment
Master Gardener Faculty Fellowship Endowment
Anne and Oscar Lackner Eminent Scholar Chair
Thomas J. Walker Endowment for UF's Natural Area Teaching Laboratory
Folke Peterson Dean's Distinguished Professorship
Folke Peterson Distinguished Professor
Shewey Excellence Fund
DuBow Family Graduate Student Education
Emeritus Faculty Research Endowment at the Everglades Research & Education Center -Belle Glade
Hyatt and Cici Brown Professorship(s)
A. H. Burnett Law Scholarship
A. H. Burnett Equine Studies Endowment Fund
A. H. Burnett Merit Scholarship
Graham Family Endowment for Teacher Renewal at P.K. Yonge
John B. Hall Faculty Endowment
Alan Siegel, M.D. Resident and Fellows Endowment
American Diabetes Association Eminent Scholar Chair
Balance at
June 30, 2010
Corpus at
June 30, 2010
186,402
874,537
1,973,257
366,019
380,628
1,616,590
439,587
467,238
467,328
467,328
174,035
925,307
649,866
1,758,034
373,158
526,008
932,008
270,593
262,969
300,234
426,981
240,039
88,276
126,416
169,339
124,067
263,257
60,922
157,130
112,234
1,332,394
122,264
2,373,404
2,382,870
512,051
568,510
768,856
1,705,958
26,505
85,806
88,276
142,882
1,721,008
102,751
2,830,384
200,000
1,020,000
2,000,000
360,000
400,337
1,464,886
501,423
501,423
501,423
501,423
182,574
1,125,001
587,162
2,000,001
400,500
600,000
1,000,001
250,000
300,000
162,759
450,000
240,000
100,000
150,000
185,188
112,071
240,838
60,224
155,641
110,648
1,152,327
150,000
2,304,716
2,304,716
599,648
600,001
784,360
2,034,465
31,108
95,000
100,000
150,100
1,747,069
122,863
2,605,550
(Continued)
57
Contributed
Corpus
240,000
1,104,673
200,000
1,000
19,250
150,000
120,000
1,000
300
200,000
79,030
5,000
100
1,500
-
Investment
Income
26,860
135,452
275,921
61,815
84,524
251,502
4,230
67,341
69,858
67,341
67,341
24,467
145,428
96,434
268,601
53,807
80,580
134,301
32,122
38,547
40,764
68,724
41,586
12,849
19,273
24,897
16,749
37,977
9,337
24,648
17,203
187,040
19,217
682,779
81,376
88,474
118,622
261,408
4,249
12,889
12,849
21,534
274,425
16,062
429,633
Expenses
(18,138)
(263,634)
(6,166)
(32,914)
(20,000)
(5,000)
(11,226)
(41,685)
(105,000)
(13,330)
(100,000)
(21,050)
(481)
(3,848)
(3,000)
(4,000)
(5,025)
(2,032)
(5,000)
(8)
(173,478)
(4,294)
(60,000)
(5,000)
(12,016)
(61,002)
(125)
(7,240)
(3)
(25,850)
(43)
(175,000)
Corpus
Transfers
(6,000)
6,000
2,304,716
(2,304,716)
-
Other
50,000
78,154
(78,154)
1,600
200
-
Balance at
June 30, 2011
213,262
991,851
1,985,544
661,668
1,536,911
1,848,092
199,230
506,928
537,096
534,669
534,669
198,502
1,059,509
705,615
1,921,635
426,965
593,258
966,309
331,665
301,516
359,767
641,857
398,625
101,125
141,689
194,236
134,816
297,209
68,227
182,778
129,729
1,345,956
137,187
5,379,053
593,427
851,984
956,092
1,906,364
30,754
103,570
93,885
164,513
1,969,583
120,470
3,085,017
Corpus at
June 30, 2011
200,000
1,020,000
2,000,000
600,000
1,505,010
1,464,886
200,000
501,423
501,423
501,423
501,423
182,574
1,125,001
588,162
2,000,001
400,500
600,000
1,000,001
250,000
300,000
182,009
600,000
360,000
100,000
150,000
185,188
106,071
241,838
60,224
161,641
110,948
1,152,327
150,000
4,609,432
599,648
800,001
863,390
2,034,465
31,108
100,000
100,000
150,200
1,747,069
124,363
2,605,550
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F013909
F013913
F013921
F013925
F013935
F013943
F013945
P. K. Yonge General Endowment
David Lawrence Jr. Endowed Chair in Early Childhood Studies
Jeanne Scheibler Scholarship
Thomas S. Johnson Master of Science in Entrepreneurship Program Endowment
Jack Kramer Professorship
Lola Maroon Study Abroad Scholarship
Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.A. Student Professional Development
Endowment
Beulah Lambert Alexander Breast Cancer Research Fund
Joye Giglia Endowment for Innovative Agricultural Technology
Edwin Presser Scholarship in Law
Edward M. Copeland III, M.D. Professorship in Surgical Oncology
Nicholas Bodor Professorship in Drug Discovery
Endowed Professorship for Construction Services
C. M. Overstreet Family Research Endowment for Spinal Cord Injury
Leland and Virginia Sponholtz Family Fund for Cancer Research
Fuqua Family Fund for Oral History
B. J. and Eve Wilder Professorship for Epilepsy
Maurice C. and Frances A. Holmes Endowed Scholarship Fund
Robert B. Carter Professorship
Philip L. Graham Program Fund
Graham Center Endowment Fund
Academy for Excellence Endowment
Lt. Col. R. G. Engstrand AFROTC Scholarship
Bill Alcorn Undergraduate Professional Development Endowment
Marion County Farm Bureau Scholarship/Fellowship Fund
W. Bernard and Elaine P. Lester Student Development
Hughes Estate Scholarship Fund
Alan and Carol Squitieri Performing Arts Endowment
Frederick N. Rhines Professorship
LAVFW, Department of Florida for Cancer Research Endowment in memory of Brenda Ellsmore
Hazel Kitzman Professorship in Genetics
George H. Kitzman Professorship in Genetics
David A. Cofrin Endowed Chair in Endourology Fund
Birdie Einstein Parkinson's Disease Fund
M. Franklin Dolwick University Chair
Fitzhugh and Essie Carter Scholarship
Albert Brick President's Professorship in English
Peter C. Barr Integrated Marketing Communications Endowment
Russell V. and Phyllis Hughes Oral History Endowment
Stanley Taylor Endowment Fund
Wayne and Marti Huizenga Eminent Scholars Chair in Urology Research
Dr. Frank C. and Juliette D. Bolser Memorial Fellowship
Harriet B. Weeks Bovine Research Fund
Harriet B. Weeks Professorship in Bovine Medicine Fund
Harriet B. Weeks Forestry Education and Research Fund
Gary Henry Endowment for the Study of Florida Native Wildflowers
F013961
F013963
F013965
F013977
F013987
F013997
F013999
F014005
F014013
F014031
F014033
F014041
F014051
F014057
F014065
F014077
F014083
F014099
F014103
F014107
F014113
F014149
F014159
F014161
F014163
F014165
F014173
F014177
F014225
F014229
F014235
F014259
F014261
F014271
F014283
F014301
F014303
F014305
F014311
Balance at
June 30, 2010
Corpus at
June 30, 2010
149,631
1,562,418
546,587
1,662,814
335,048
55,736
169,495
1,488,655
650,162
2,000,001
349,199
60,018
10,807
10,000
138,285
40,000
22,899
234,791
82,906
264,246
57,147
10,132
(263)
(30,000)
(18,250)
(14,400)
(3,966)
(1,000)
96,799
115,242
90,282
574,037
310,274
521,488
558,080
3,744,760
248,157
85,512
515,121
621,794
279,234
759,254
301,552
730,878
208,294
203,227
82,111
91,196
184,277
851,106
353,945
94,540
2,506,785
2,293,079
1,322,123
85,675
291,234
257,118
683,338
291,152
84,548
106,049
1,653,552
117,849
878,118
821,626
1,668,740
294,666
110,000
136,641
100,000
668,100
321,663
616,529
527,000
1,999,488
255,764
102,000
600,000
688,083
281,055
803,662
350,851
614,330
226,352
203,763
100,000
100,000
200,987
1,000,001
360,000
98,217
2,135,118
2,135,118
901,853
100,630
324,241
297,766
797,823
300,000
100,000
122,618
2,000,001
129,283
1,001,000
950,000
1,950,000
300,000
5,000
76,136
34,000
140,261
420,701
66,044
31,192
250,000
240,000
42,748
8,500
22,899
100,000
1,319
1,319
2,639
-
15,213
17,403
13,575
89,868
49,657
83,597
83,059
553,653
30,708
12,957
76,164
92,459
47,445
130,156
47,864
97,966
32,789
46,490
12,652
13,901
27,304
126,517
57,850
17,151
356,928
356,928
207,803
12,736
46,371
39,107
103,935
47,312
12,823
15,934
259,890
17,373
128,275
127,705
255,826
45,769
(2,125)
(10,000)
(10,981)
(850)
(250,000)
(20,204)
(3,692)
(29,069)
(10,391)
(931)
(4,000)
(8,698)
(1,500)
(6,000)
(5,506)
(100,000)
(61,747)
(41,000)
(325)
(572)
(27,000)
(2,500)
(57,800)
(2,000)
(33)
(33)
(50,066)
-
(Continued)
58
Contributed
Corpus
Investment
Income
Expenses
Corpus
Transfers
Balance at
June 30, 2011
Other
-
(23,750)
23,750
-
(2,559)
2,559
-
Corpus at
June 30, 2011
183,074
1,767,209
621,243
1,912,660
526,514
104,868
180,302
1,488,655
660,162
2,000,001
487,484
100,018
114,887
132,645
103,857
653,905
425,086
605,085
674,289
4,048,413
278,865
98,469
591,285
694,049
463,248
1,281,042
405,069
859,105
237,083
491,019
93,263
105,097
211,581
977,623
645,795
148,933
2,763,713
2,588,260
1,488,926
98,411
345,780
318,552
760,273
435,964
97,371
121,983
1,855,642
133,222
981,370
976,926
1,877,139
340,435
115,000
136,641
100,000
668,100
397,799
616,529
561,000
1,999,488
255,764
102,000
600,000
688,083
421,316
1,224,363
416,895
645,522
226,352
453,763
100,000
100,000
200,987
1,000,001
600,000
140,965
2,135,118
2,135,118
901,853
100,630
332,741
320,665
797,823
400,000
100,000
122,618
2,000,001
129,283
978,569
975,069
1,952,639
300,000
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F014313
F014325
F014329
F014341
F014343
F014345
F014349
F014351
F014369
F014389
F014393
F014397
F014401
F014425
F014427
F014437
F014439
F014453
F014455
F014457
F014459
F014461
F014463
F014465
F014467
F014469
F014471
F014477
F014479
F014489
F014491
F014519
F014531
F014533
F014537
F014539
F014545
F014557
F014559
F014561
F014563
F014575
F014581
F014597
F014629
F014657
Alicia R. Maun, M.D. Scholarship Fund
Grevior Animal Welfare Fund
William W. and Eloise D. Gay Endowment Fund
Bud and Kim Deffebach Alternate Energy Fund
Bud and Kim Deffebach Engineering Outreach Fund
Bud and Kim Deffebach Step-Up Fund
Frank Karel Chair in Public Interest Communications Fund
Maurice J. Jurkiewicz Endowment in Plastic Surgery
Robin Weeks Chair in Veterinary Medicine
Raymond T. Skirvin Graduate Fellowship
Deloitte Foundation Professorship
Stiles Corporation Fund
Rita M. Cooke Glaucoma Endowment
Al and Mary LaFaye Endowed Fund
Gilbart-Olsen Educational Technology Endowment
Broad and Cassel Florida Law Review Scholarship
Nestor and Virginia Morales Scholarship Fund
Peter T. Fay Jurist-In-Residence Program
Lake Lytal, Jr. Scholarship Fund
Mark A. Rentenbach Memorial Scholarship Fund
Michael A. Fogarty Memorial Scholarship Fund
James J. Freeland Graduate Tax Fund
Joseph R. Julin Scholarship Fund
Judge Wm. Terrell Hodges Tuition Scholarship
William F. and Elizabeth R. Leonard Tuition Scholarship Fund
Richard E. McGee, Sr. and Patricia M. McGee Scholarship Fund
Cypen & Cypen Scholarship
Theodore R. Crom Endowed Lecture Series & Tau Beta Pi Community Service Project Fund
Theodore R. Crom Endowed Professorship in Structural Design
Jennifer Sorrells Research Fund
Ingeborg E. Rabe Endowment for Clinical Research Unit
Marjorie S. Coffey Library Endowment
Frank D. Upchurch, Sr. and Hamilton D. Upchurch Endowment
Optech, Inc. Geosensing Systems Engineering Endowment
Dyslexia Center Intensive Summer Treatment Program Endowment
Arthur K. Woodman Scholarship Endowment
Parker E. Mahan Facial Pain Endowed Professorship
Florence and Melvin Eickhorst Scholarship/Fellowship in Nursing
Florence and Melvin Eickhorst Scholarship/Fellowship in Mechanical and/or Electrical Engineering
Helios Education Foundation Fund for FloridaTeach
Dr. Howard and Brenda Sheridan Fund in Chemistry
Angelo Anaclerio, M.D. Endowed Fund in Ophthalmology
Jim and Sharon Theriac Florida Opportunity Scholarship in Law
LLM Tax Law Programs Endowment Fund
Norman and Irma Braman Chair in Holocaust Studies
John T. Barnes Professorship
Balance at
June 30, 2010
Corpus at
June 30, 2010
121,657
497,383
86,486
259,460
129,731
124,013
2,018,951
276,078
1,729,739
72,712
290,978
105,774
85,586
99,546
105,052
101,849
121,604
94,001
207,630
52,333
84,048
136,908
147,779
108,446
114,447
99,653
92,293
86,486
970,482
96,408
324,541
597,677
88,218
83,153
90,203
623,492
967,593
315,537
310,037
835,528
105,303
87,382
72,405
144,274
850,616
491,031
125,000
512,500
100,000
300,000
150,000
150,000
2,015,196
281,595
2,000,001
80,000
289,774
100,000
100,000
115,085
119,107
87,000
75,000
99,355
139,993
35,386
56,206
88,500
90,208
75,000
84,024
77,036
75,000
100,000
1,122,115
100,000
375,050
561,218
100,000
100,000
104,000
731,266
771,327
366,000
366,000
1,000,001
100,000
98,679
74,898
148,849
1,010,001
570,617
(Continued)
59
Contributed
Corpus
1,600
(35,152)
35,108
132,100
15,750
200
50
2,000
300
100
30,000
33,150
77,100
-
Investment
Income
19,187
12,994
12,994
38,983
19,492
19,492
276,729
14,406
259,890
13,197
50,499
12,994
12,994
14,955
15,755
15,316
15,875
15,154
27,940
7,062
11,218
19,031
19,396
15,056
16,343
14,204
12,510
12,994
145,813
14,962
48,768
92,449
13,419
13,065
13,695
95,823
146,553
47,914
47,914
130,646
13,488
12,892
12,494
27,475
132,197
74,549
Expenses
(1,500)
(5,625)
(2,000)
(2,000)
(10,110)
(4,124)
(3,369)
(3,456)
(10,060)
(2,000)
(10,000)
(3,069)
(14,000)
(5,550)
(6,000)
(10,150)
(10,011)
(6,000)
(6,000)
(5,000)
(7,000)
(25,186)
(10,001)
(1,499)
(50)
(10,008)
(3)
(2,000)
(2,500)
(24,009)
(23,780)
(859)
(1,991)
(4,125)
(23,588)
Corpus
Transfers
Other
-
5,000
5,000
-
Balance at
June 30, 2011
139,344
504,752
99,480
296,443
149,223
141,505
2,287,170
251,208
1,989,629
117,648
470,121
108,708
96,580
114,501
120,807
117,165
127,479
121,836
221,570
53,845
89,266
145,789
157,364
117,502
124,790
108,857
97,803
99,480
1,116,295
111,370
348,123
680,175
101,637
94,719
105,848
709,607
1,114,243
361,451
355,451
942,165
130,011
100,274
117,190
246,858
983,688
541,992
Corpus at
June 30, 2011
125,000
512,500
100,000
300,000
150,000
150,000
2,016,796
246,443
2,000,001
115,108
421,874
100,000
100,000
115,085
119,107
87,000
75,000
115,105
139,993
35,386
56,206
88,500
90,408
75,000
84,024
77,036
75,000
100,000
1,122,115
100,000
375,050
561,268
100,000
100,000
106,000
731,566
771,427
366,000
366,000
1,000,001
130,000
98,679
108,048
225,949
1,010,001
570,617
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F014659
F014661
F014673
F014677
F014679
F014689
F014703
F014707
F014727
F014735
F014737
F014741
F014773
F014777
F014779
F014783
F014805
F014807
F014813
F014815
F014823
F014841
F014849
F014861
F014865
F014883
F014893
F014907
F014909
F014935
F014941
F014953
F014967
F014983
F014989
F014995
F016003
F016007
F016009
F016023
F016039
F016061
F016079
F016091
F016113
F016117
Robert F. and Eleonora W. McCabe Eminent Scholar Chair in Psychiatry and Community Mental Health
Raymond E. and Karola M. Passage IFAS/4-H Endowment
Elling Eide Professorship in Miccosukee Language and Culture
David A. Cofrin Chair in Urological Oncology
Mary Ann Harn Cofrin Chair in Urologic Bioengineering
Anesthesiology and Critical Care Endowment
Raymond P. and Jane F. Oglesby Scholarship
James D. Winefordner Fund
Dr. Cappy Archibald Longstreth/Alex and Mary Frances Archibald Geriatric Psychiatric Nursing Fund
Jacquelin Goldman Fellowship in Developmental Psychology
Margaret Early United World College Scholarship Program Fund
Dr. William M. and Sue Goza Endowment Fund
Richard and Thelma O. C. Barney Term Professorship in Health Disparities
Graham Mack Endowment
Linda Parker Hudson Scholarship/Fellowship in the Department of Industrial and Systems Engineering
Merton T. Hartman, Jr. Scholarship/Fellowship
Terrye Coggin Proctor Memorial Scholarship
Benedict A. Silverman Scholarship Fund
James E. Lockwood, Jr. Professorship in Proton Therapy
Rhonda D. Holt Endowment for Academic Excellence
Palm Beach County Gator Club® Scholarship Endowment
Jerry W. and Judith S. Davis Cancer Endowment
Florida Opportunity Scholars Endowment
William A. Shands Professorship in Medical History and Ethics
Louis D. Arieno Cancer Research Fund
Methodist Medical Center Professor of Surgery in Transplantation
Catherine Hawkins Shands Memorial Fund
J. Crayton Pruitt Family Biomedical Engineering Professor I
J. Crayton Pruitt Family Biomedical Engineering Professor II
James E. Lockwood, Jr. Professorship in Florida and Caribbean Archaeology
Chamings Family Nursing Scholarship/Fellowship Fund
Nan-Yao and Jill H. Su Endowed Scholarship/Fellowship Fund
Robert G. Stubbs and Henry G. Hamilton Scholarship Fund
Eric Friedheim Endowment
Chris and Bernie Machen Florida Opportunity Scholars Endowment
William and Jane Groot-Camp Cloverleaf Endowed Fund
Fluor Corporation Endowment Fund
Nancy V. Perry Endowment for Teaching Excellence
Chase Bank USA Florida Opportunity Scholarship Endowment
Robin Weeks Excellence Endowment
Robin Weeks Endowed Scholarship Fund
Bayard Wickliffe Heath Memorial Lecture Series on U.S. Antitrust Policy
Robinson Family Endowment
Williamson Agricultural Land Environment Service and Research Endowment
Sam Berman Excellence Endowment
George and Jane Yarb Cancer Research Fund
Balance at
June 30, 2010
Corpus at
June 30, 2010
1,945,614
120,482
609,519
1,463,058
475,376
282,905
93,301
119,964
154,098
2,114,594
135,579
154,986
463,587
96,822
96,800
94,301
706,600
131,286
1,109,581
71,298
107,474
1,901,496
180,671
644,842
118,758
688,624
161,210
917,222
917,222
1,109,581
79,782
277,395
315,484
103,016
150,261
224,812
112,518
45,957
1,200,113
1,664,370
998,621
109,595
277,395
108,323
239,537
154,634
2,000,001
118,855
600,000
1,500,000
500,002
300,000
100,000
118,289
100,175
2,082,839
146,348
168,748
357,648
101,054
98,909
100,000
379,687
75,000
1,000,001
71,000
100,000
2,000,001
172,764
600,000
110,500
652,070
150,000
1,000,000
1,000,000
1,000,001
75,000
250,000
298,678
100,000
139,000
215,000
100,163
40,000
1,200,001
1,500,001
900,000
100,000
250,000
101,749
225,000
146,500
(Continued)
60
Contributed
Corpus
1,000,000
12,650
100,507
20,000
10
30,500
4,000,001
3,500
25,000
16,000
12,717
60,000
400,000
-
Investment
Income
302,933
18,775
85,686
232,126
97,537
43,327
14,442
19,367
17,430
335,479
21,136
24,371
70,559
14,595
14,956
14,442
97,614
17,587
172,564
11,951
16,577
347,850
28,516
99,461
18,317
108,289
24,865
144,165
144,165
172,564
14,017
43,141
49,491
16,270
23,832
35,349
17,284
6,931
190,620
258,846
155,308
17,256
43,141
16,992
37,574
24,288
Expenses
(68,000)
(5,231)
(6,500)
(25,000)
(2,000)
(346)
(2,482)
(20,164)
(3,445)
(5,385)
(18,580)
(1,000)
(3,500)
(2,000)
(50,000)
(10,000)
(763)
(37,500)
(120,000)
(3,756)
(34,311)
(32,281)
(32,281)
(625)
(2,900)
(3,805)
(8,056)
(4,245)
(60,423)
(10,000)
(1,081)
-
Corpus
Transfers
Other
-
37,500
15,000
-
Balance at
June 30, 2011
2,180,547
134,026
695,205
1,688,684
1,547,913
326,232
105,743
151,635
269,553
2,429,909
153,270
173,972
515,566
110,417
128,256
106,743
754,224
138,873
1,282,145
112,986
124,051
6,129,347
208,931
709,992
137,075
796,913
186,075
1,029,106
1,029,106
1,282,145
118,174
317,636
364,975
119,286
186,288
264,822
129,802
123,643
1,730,310
1,923,216
1,143,929
125,770
320,536
125,315
277,111
178,922
Corpus at
June 30, 2011
2,000,001
118,855
600,000
1,500,000
1,500,002
300,000
100,000
130,939
200,682
2,082,839
146,348
168,748
357,648
101,054
118,909
100,000
379,697
75,000
1,000,001
101,500
100,000
6,000,002
176,264
600,000
110,500
652,070
150,000
1,000,000
1,000,000
1,000,001
100,000
250,000
298,678
100,000
155,000
227,717
100,163
100,000
1,600,001
1,500,001
900,000
100,000
250,000
101,749
225,000
146,500
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F016149
F016181
F016183
F016239
F016245
F016263
F016275
F016303
F016331
F016339
F016361
F016369
F016377
F016379
F016395
F016415
F016431
F016493
F016599
F016627
F016633
F016641
F016653
F016659
F016667
F016679
F016697
F016709
F016739
F016767
F016801
F016807
F016811
F016813
F016885
F016903
F016941
F016959
F016963
F016965
F016967
F016969
F016979
F017007
Marshall E. Rinker, Sr. Foundation and David B. and Leighan R. Rinker Chair
S. A. Wright Endowment
S. A. Wright Research Endowment
Theodore Mischuck Endowment
Gravenstein Scholars Program
Troy and Julianne Davis Financial Markets Education Endowment Fund
Urban and Shelley Meyer Florida Opportunity Scholars Endowment
Research Excellence Fund in Computer Science and Engineering
Benedict Silverman Florida Opportunity Scholarship Endowment
21st Century News Laboratory Endowment
Jay Chicone Memorial Fund for Bipolar Research and Recovery
David Jewell Florida Opportunity Scholarship Endowment
J. Roy Duggan Professorship of Accounting
Marilyn Southwick Fregly International Business Endowment Fund
Herbert E. Pickle Endowment for Excellence in Civil Engineering Fund
Helene Fuld Health Trust, HSBC Bank USA, N.A., Trustee Scholarship
Brian R. Gamache Professorship
Florida Chapter ISA Arboriculture Endowment Fund
Helen E. Khouri Memorial Scholarship in Electrical and Computer Engineering
James Hollis Tillman Scholarship Fund
Harold B. Clark Award
George W. and Lisa O. Etheridge Professorship #2
Dr. Robert L. Egolf Library Endowment
William A. Friedman Neurosurgery Research Fund
James C. Waggoner, Jr. Grants-In-Aid Endowment
River Branch Fellowship in Public Psychiatry
James B. and Margaret H. Gahan Endowment Professorship in Entomology
David A. Cofrin Fund for Asian Art
Paul A. Robell Florida Opportunity Scholarship Endowment
Billy and Christine Donovan Florida Opportunity Scholarship Endowment
Jennie Petkavage Scholarship Fund in the College of Medicine
Kitzman Family Professorship
Steven M. Scott and Rebecca J. Scott Professorship
Rinker Fellowship for International Student Exchange
Wright/Falls/Simmons Professorship in PSP/Atypical Parkinson's
Endowment for Undergraduate Student Leaders
Muriel M. Barr Nursing Scholarship
Community Pharmacy Business and Entrepreneurial Endowment
Waldo W. Neikirk Professorship #1
Waldo W. Neikirk Professorship #2
Intel/Charles E. Young Leadership Chair in Nanotechnology
Intel/Charles E. Young Leadership Chair in Information Technology
Carol M. Brewer and Andrew J. Ogilvie Law Endowment
Professor Harold W. Kemp Endowed Scholarship Fund in Architecture
Balance at
June 30, 2010
Corpus at
June 30, 2010
210,910
213,039
346,452
65,395
121,507
100,258
103,952
53,598
99,576
159,417
865,181
583,235
107,948
99,706
28,522
207,890
97,500
11,188
195,000
48,788
97,500
113,214
770
950,748
83,968
24,375
688,989
487,500
-
209,081
209,081
345,560
66,642
125,000
100,000
100,000
55,659
102,625
166,716
890,021
600,000
111,044
100,000
30,000
218,660
100,000
11,475
200,000
50,040
100,000
116,089
790
1,000,001
86,368
25,000
689,040
500,000
(Continued)
61
Contributed
Corpus
220,000
3,000
91,663
900,001
500,000
58,393
600
11
10
200,000
125,000
70,000
1,641
88,800
100,000
50,050
100,000
250,000
721,537
62,652
75,000
210,852
1,500,001
175,000
100,000
100,000
167,078
134,557
100,000
430,138
Investment
Income
2,538
33,618
54,822
13,727
19,358
15,846
30,150
15,925
11,432
15,925
25,541
137,833
92,919
17,205
21,523
7,537
4,583
33,505
15,837
4,365
33,788
7,925
17,952
18,385
14,002
20,394
152,777
15,195
3,959
23,619
109,027
56,008
1,586
85,529
2,412
10,074
8,035
69,850
69,850
322,942
322,942
6,030
7,042
Expenses
(5,500)
(4,487)
(6,295)
(2,436)
(24,300)
(12,500)
(4,399)
(21,955)
(18)
(1,623)
(13)
(109,940)
(3,125)
(1,750)
(41)
(2,220)
(2,500)
(1,702)
(2,500)
(800)
(6,250)
(18,038)
(1,739)
(1,988)
(5,271)
(17,175)
(37,500)
(14,625)
(2,500)
(2,625)
(4,177)
(1,075)
(5,130)
(2,500)
(10,753)
Corpus
Transfers
(209,081)
492,528
568,889
568,889
2,000,001
2,000,001
-
Other
(3,958)
20,000
306
200,000
50,000
65,468
5,000
15,000
(5,394)
(5,394)
379,798
379,798
-
Balance at
June 30, 2011
217,038
240,041
397,979
168,349
140,865
991,805
517,650
115,478
121,468
116,083
183,346
1,003,307
676,164
125,153
411,289
129,412
101,355
242,995
113,337
102,133
326,288
105,061
212,952
130,799
257,752
724,663
1,103,525
160,076
101,346
229,200
780,841
2,006,009
211,961
741,025
104,787
172,975
156,517
633,345
628,215
2,702,741
2,702,741
103,530
426,427
Corpus at
June 30, 2011
220,000
209,081
348,560
158,305
125,000
1,000,001
500,000
100,000
114,052
103,225
166,727
890,021
600,010
111,044
300,000
125,000
100,000
220,301
100,000
100,275
300,000
100,090
200,000
116,089
250,000
722,327
1,000,001
149,020
100,000
210,852
689,040
2,000,001
175,000
592,528
100,000
167,078
134,557
568,889
568,889
2,000,001
2,000,001
100,000
430,138
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Major Gifts Program
For Year Ended June 30, 2011
Fund
Description
F017027
F017029
F017059
F017079
F017089
F017101
F017105
F017119
F017131
F017193
F017201
F017223
F017469
F017485
F017489
F017495
F017501
F017505
F017547
F017549
F017557
F017561
F017563
F017565
F017583
F017585
F017591
F017603
F017605
F017609
F017611
F017615
F017619
F017621
F017623
Lou Oberndorf Professorship in Healthcare Technology
Jean Imparato Endowed Term Professorship in Oncology
Gail Hendrick Endowment
Miller and Toni Couse Physical Therapy Fellowship
Cathy G. Donnellan Assistant Professorship in Movement Disorders
John H. and Mary Lou Dasburg Chair in Business Administration
William G. Nash Scholarship Fund
Andrew Parker Memorial Scholarship
Edward M. Copeland III Chair in Breast Cancer made possible by Ann & Ira Horowitz
Frederick J. and Dorothy A. Luder Endowed Scholarship Fund
Malcom and Christine Randall Professorship in the Dept. of HSRMP
Drs. Martin and Sandra Fackler HSCL Endowment
William F. Enneking, William E. Anspach and Orthopaedic Alumni Chair
Russell and Mary Hyatt McCaughan Scholarship
Powell Family Florida Museum of Natural History Excellence Endowment
Dean Robert H. Jerry, II Scholarship in Law
Elizabeth H. Faulk Professorship
Sam A. Banks, Jr. Florida Opportunity Scholarship
Morris and William Skor Scholarship Fund
Samuel R. "Bud" Shorstein Professorship in American Jewish Culture and Society
Lois Kugler Small Animal Research Fund
Grant Thornton LLP Faculty Fellowship
Chemistry Leadership Fund
Jack and Tifi Bierley International Visiting Professorship
Stephen N. Zack Endowment
Downey Florida Opportunity Scholarship in Law
Silverstein Chair for Cardiology Education
Community Hospice of Northeast Florida/Neviaser Family Professorship in Pediatric Palliative Care
Panama Canal Museum Collection Endowment
Jeannine Marie Carlos Harvey Endowed Scholarship
Anita Zucker Endowed Professorship in Early Childhood Studies
James E. Lockwood Professorship in Pediatric Proton Therapy
Evelyn L. Wenzel Memorial Scholarship Fund
Toral Family Foundation Term Professorship in Traumatic Brain Injury
Fournier Family Florida Opportunity Scholarship Endowment
$
Balance at
June 30, 2010
Corpus at
June 30, 2010
908,295,401
801,767,301
$
62
Contributed
Corpus
$
300,000
443,166
992,728
100,000
244,100
1,500,001
163,097
163,175
500,086
617,000
847,395
211,369
1,171,401
100,068
182,984
100,000
401,667
900,000
120,000
292,845
160,000
100,001
105,000
200,056
700,000
100,000
2,000,001
600,000
103,052
160,000
200,001
1,000,001
276,370
300,000
250,000
39,578,634
$
Investment
Income
Expenses
112,345
15,761
52,008
6,030
4,993
5,287
3,449
3,451
2,117
4,230
2,287
2,144
49,473
135,656,511
(7,500)
(31,079)
(24,818)
(2,500)
(6,103)
(73,340)
(4,077)
(4,079)
(12,502)
(15,425)
(21,185)
(2,750)
(29,168)
(2,502)
(4,575)
(2,500)
(10,042)
(22,500)
(3,600)
(7,321)
(4,000)
(300)
(2,625)
(5,001)
(17,500)
(2,500)
(50,000)
(15,000)
(2,576)
(4,000)
(5,000)
(25,000)
(6,909)
(7,500)
(6,250)
(28,246,847)
$
Corpus
Transfers
$
590,770
331,488
-
Balance at
June 30, 2011
Other
$
182,431
29,360
11
20,000
60,000
32,000
(7,697)
1,283,628
$
1,178,046
457,208
1,019,918
103,541
262,990
1,491,948
162,469
162,547
489,701
605,805
860,497
210,763
1,515,497
97,566
178,409
97,500
391,625
877,500
116,400
285,524
156,000
99,701
102,375
195,055
682,500
97,500
1,950,001
585,000
100,476
156,000
195,001
975,001
269,461
292,500
243,750
1,056,567,327
Corpus at
June 30, 2011
$
890,770
443,166
992,728
100,000
244,100
1,500,001
163,097
163,175
500,086
617,000
847,395
211,369
1,502,889
100,068
182,984
100,000
401,667
900,000
120,000
292,845
160,000
100,001
105,000
200,056
700,000
100,000
2,000,001
600,000
103,052
160,000
200,001
1,000,001
276,370
300,000
250,000
841,345,935
University of Florida Foundation, Inc.
Schedule of Receipts, Expenditures and Endowment
Balances for Eminent Scholar Programs
For Year Ended June 30, 2011
Fund
Description
F000043
F000053
F000491
F000663
F001455
F001557
F001727
F001729
F001779
F001795
F001803
F001805
F001815
F001851
F001853
F001855
F001857
F001863
F001891
F001925
F001983
F002049
F002051
F002099
F002145
F002235
F002323
F002339
F002373
F002387
F002417
F002465
F002559
F002619
F002733
F002813
F002839
F002955
F002969
F003289
F003471
F003493
F003507
F004171
F004787
F007403
F008555
F008557
Robert C. Pittman Eminent Scholar Chair in Electrical Engineering
Katharine Ordway Chair of Ecosystem Conservation
Lyle C. Dickman Eminent Scholar Chair in Plant Improvement
American Heart Association-Suncoast Chapter, Inc. Chair in Cardiovascular Research
Ben Hill Griffin, Jr. Eminent Scholar Chair in Agricultural Economics Marketing
Carl S. Swisher Eminent Scholar Chair in Water Resources
Marcia Whitney Schott Eminent Scholar Chair in Rheumatoid Arthritis
Ed Rood Eminent Scholar Chair of Trial Advocacy and Procedure Fund
JCPenney Eminent Scholar Chair of Retail Management
Academy One Hundred Eminent Scholar Chair Fund
Francis M. Bullard Eminent Scholar Chair in Ophthalmic Sciences #1
Rybaczki-Bullard Chair in Ophthalmology
Huber C. Hurst Eminent Scholar Chair in Law
Hugh F. Culverhouse Eminent Scholar Chair in Federal Taxation
American Heart Association Teaching Chair in Cardiology
American Heart Association, Gerold L. Schiebler, M.D., Chair in Pediatric Cardiology
Boston Family Eminent Scholar Chair in Human Nutrition
Frederick E. Fisher Eminent Scholar Chair Fund
James W. Walter Eminent Scholar Chair of Entrepreneurship
C. V. Griffin, Sr. Eminent Scholar Chair in Agriculture
Arthur R. Marshall, Jr. Eminent Scholar Chair in Ecological Studies
Samuel P. Harn Eminent Scholar Chair Fund
Bacardi Family Eminent Scholar Chair in Latin American Studies
Kirbo Nursing Eminent Scholar Chair
Bank of America Eminent Scholar Chair in Finance
McKethan-Matherly Eminent Scholar Chair of Business Administration
Richard Milbauer Chair in History
Marston-Milbauer Eminent Scholar Chair
Lanzillotti-McKethan Eminent Scholar Chair in Business Administration
Dr. Perry A. Foote Eminent Scholar Chair Fund
John E. Price Eminent Scholar Chair in Cancer Research
Central Florida Kidney Center, Inc. Eminent Scholar Chair in Nephrology and Hypertension
Marcia Whitney Schott Eminent Scholar Chair in Rheumatoid Arthritis II
William H. Dial/SunTrust Eminent Scholar Chair of Banking
Manning J. Dauer Eminent Scholar Chair in Political Science
Mr. and Mrs. J. R. (Rip) Graves Eminent Scholar Chair in Biotechnology Fund
Jerry and Lola Collins Eminent Scholar Chair in Veterinary Medicine
Edward R. Koger Chair for Basic Cancer Research
Russell Berrie Foundation Eminent Scholar Chair in Marketing
John B. Higdon Eminent Scholar Chair in Business Administration
Nemours Eminent Scholar Chair in Pediatrics
Davies, Fischer and Eckes Eminent Scholar Chair in IFAS
Andrew H. Hines, Jr./Progress Energy Eminent Scholar Chair
Joe B. Cordell Eminent Scholar Chair in Corporate Development and Strategy
Frank A. Duckworth Eminent Scholar Chair in Drug Research and Development
BellSouth Eminent Scholar Chair in Computer Engineering and Science
Joseph L. Brechner Eminent Scholar Chair Endowment #1
Brechner Center Support Endowment
Balance at
June 30, 2010
$
$
1,828,067
2,076,155
1,794,383
1,112,850
1,752,430
2,045,987
2,059,557
2,096,006
1,786,023
1,869,388
1,942,995
1,725,673
2,315,453
2,006,219
1,978,474
2,097,197
1,763,455
2,344,471
2,336,671
2,015,589
1,860,139
2,508,435
1,839,964
2,477,901
1,580,961
2,200,229
1,781,424
2,100,052
2,287,481
1,695,922
2,256,950
1,639,462
7,316,220
1,638,056
1,550,873
2,008,297
2,693,835
1,798,446
1,910,637
1,738,542
1,611,726
2,163,762
1,697,603
1,973,838
1,569,320
2,453,786
840,828
913,958
97,055,690
Corpus at
June 30, 2010
$
$
961,726
1,054,002
1,030,155
999,229
1,004,025
1,015,026
1,035,547
1,135,110
977,189
1,015,717
1,080,433
1,100,428
1,026,314
1,176,076
1,004,895
1,182,104
1,001,486
1,335,171
1,231,543
1,070,388
998,466
1,648,410
996,701
1,147,643
1,069,237
1,148,557
1,063,845
1,056,881
1,339,045
1,029,648
1,078,413
999,715
3,967,914
1,001,031
1,008,027
1,020,004
1,518,136
1,027,422
1,020,001
1,045,914
1,020,000
1,020,000
1,017,932
1,147,266
1,046,237
1,347,829
458,389
538,609
54,217,836
63
Contributed
Corpus
$
$
6,500
6,500
Investment
Income
$
$
247,715
326,159
267,849
174,913
257,398
300,795
303,816
326,245
279,555
280,237
266,172
271,233
334,189
305,569
310,968
323,949
266,100
349,696
352,469
254,264
281,430
376,834
273,184
318,909
248,488
344,950
279,794
301,314
352,604
242,202
289,551
257,562
1,112,153
257,462
241,701
284,128
387,452
282,606
300,305
272,893
246,904
297,906
264,524
310,239
243,812
333,660
120,148
141,116
14,463,122
Corpous
Transfers
Expenses
$
$
(67,008)
(120,000)
(39,166)
(33,782)
(59,907)
(130,000)
(20,000)
(60,734)
(69,632)
(108,000)
(60,000)
(73,000)
(80,555)
(75,000)
(76,000)
(81,000)
(75,000)
(55,640)
(31,224)
(61,700)
(80,572)
(127,000)
(130,780)
(43,968)
(363,609)
(57,651)
(65,500)
(50,000)
(63,600)
(67,244)
(62,797)
(96,000)
(80,000)
(73,750)
(69,469)
(11,663)
(80,000)
(12,075)
(33,001)
(2,946,027)
$
$
Balance at
June 30, 2011
Other
-
$
$
325
15,000
3,000
50
18,375
$
$
2,075,782
2,335,631
1,942,232
1,248,597
1,976,046
2,346,782
2,363,373
2,422,251
2,005,671
2,019,625
2,189,167
1,936,172
2,649,642
2,311,788
2,219,810
2,313,146
1,969,555
2,621,167
2,608,585
2,194,853
2,065,569
2,804,269
2,038,148
2,796,810
1,773,809
2,513,955
1,999,518
2,401,366
2,559,513
1,811,124
2,415,721
1,868,056
8,064,764
1,837,867
1,727,074
2,242,425
3,081,287
2,017,452
2,143,698
1,948,638
1,762,630
2,381,668
1,888,377
2,214,608
1,807,969
2,707,446
951,901
1,022,123
108,597,660
Corpus at
June 30, 2011
$
$
961,726
1,054,002
1,030,155
999,229
1,004,025
1,015,026
1,035,547
1,135,110
977,189
1,015,717
1,080,433
1,100,428
1,026,314
1,176,076
1,004,895
1,182,104
1,001,486
1,335,171
1,231,543
1,070,388
998,466
1,648,410
996,701
1,147,643
1,069,237
1,148,557
1,063,845
1,056,881
1,339,045
1,029,648
1,078,413
999,715
3,967,914
1,001,031
1,008,027
1,020,004
1,518,136
1,027,422
1,020,001
1,045,914
1,020,000
1,020,000
1,017,932
1,147,266
1,052,737
1,347,829
458,389
538,609
54,224,336
Independent Auditor’s Report
on Internal Control Over Financial Reporting
and on Compliance and Other Matters Based
on an Audit of Financial Statements Performed in
Accordance With Government Auditing Standards
The Board of Directors
University of Florida Foundation, Inc.
We have audited the financial statements of the University of Florida Foundation, Inc. (the Foundation) as of and for
the year ended June 30, 2011, and have issued our report thereon dated September 23, 2011. We conducted our
audit in accordance with auditing standards generally accepted in the United States of America and the standards
applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the
United States.
Internal Control over Financial Reporting
Management of the Foundation is responsible for establishing and maintaining effective internal control over financial
reporting. In planning and performing our audit, we considered the Foundation’s internal control over financial
reporting as a basis for designing our auditing procedures for the purpose of expressing our opinion on the financial
statements, but not for the purpose of expressing an opinion on the effectiveness of the Foundation’s internal control
over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the Foundation’s internal
control over financial reporting.
A deficiency in internal control exists when the design or operation of a control does not allow management or
employees, in the normal course of performing their assigned functions, to prevent, or detect and correct
misstatements on a timely basis. A material weakness is a deficiency, or combination of deficiencies, in internal
control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will
not be prevented, or detected and corrected on a timely basis.
Our consideration of internal control over financial reporting was for the limited purpose described in the first
paragraph of this section and was not designed to identify all deficiencies in internal control over financial reporting
that might be deficiencies, significant deficiencies or material weaknesses. We did not identify any deficiencies in
internal control over financial reporting that we consider to be material weaknesses, as defined above.
Compliance and Other Matters
As part of obtaining reasonable assurance about whether the Foundation’s financial statements are free of material
misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grant
agreement, noncompliance with which could have a direct and material effect on the determination of financial
statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our
audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of
noncompliance or other matters that are required to be reported under Government Auditing Standards.
64
This report is intended solely for the information and use of the Foundation’s management, the board of directors and
others within the entity and is not intended to be and should not be used by anyone other than those specified
parties.
Orlando, Florida
September 23, 2011
65
Independent Auditor’s Report
on Compliance with Requirements that Could Have a
Direct and Material Effect on Each Major State Financial
Assistance Project and on Internal Control Over Compliance
in Accordance withChapter 10.650, Rules of the State of Florida Auditor General
To the Board of Directors
University of Florida Foundation, Inc.
Compliance
We have audited the compliance of the University of Florida Foundation, Inc. (the Foundation) compliance with the
types of compliance requirements described in the State of Florida, Department of Financial Services’ State Projects
Compliance Supplement that could have a direct and material effect on the Foundation’s major state financial
assistance project for the year ended June 30, 2011. The Foundation’s major state financial assistance project is
identified in the summary of auditor’s results section of the accompanying Schedule of Findings and Questioned
Costs. Compliance with the requirements of laws, regulations, contracts and grants applicable to its major state
financial assistance project is the responsibility of the Foundation’s management. Our responsibility is to express an
opinion on the Foundation’s compliance based on our audit.
We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States
of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the
Comptroller General of the United States, and Chapter 10.650, Rules of the State of Florida Auditor General. Those
standards and Chapter 10.650, Rules of the State Auditor General require that we plan and perform the audit to
obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to
above that could have a direct and material effect on a major state financial assistance project occurred. An audit
includes examining, on a test basis, evidence about the Foundation’s compliance with those requirements and
performing such other procedures as we considered necessary in the circumstances. We believe that our audit
provides a reasonable basis for our opinion. Our audit does not provide a legal determination of the Foundation’s
compliance with those requirements.
In our opinion, the Foundation complied, in all material respects, with the compliance requirements referred to above
that could have a direct and material effect on its major state financial assistance project for the year ended June 30,
2011.
Internal Control Over Compliance
The management of the Foundation is responsible for establishing and maintaining effective internal control over
compliance with the requirements of laws, regulations, contracts and grants applicable to its state financial
assistance project. In planning and performing our audit, we considered the Foundation’s internal control over
compliance with requirements that could have a direct and material effect on a major state financial assistance
project in order to determine our auditing procedures for the purpose of expressing our opinion on compliance and to
test and report on internal control over compliance in accordance with Chapter 10.650, Rules of the State of Florida,
Auditor General, but not for the purpose of expressing an opinion on the effectiveness of internal control over
compliance. Accordingly, we do not express an opinion on the effectiveness of the Foundation’s internal control over
compliance.
66
A deficiency in internal control over compliance exists when the design or operation of a control over compliance
does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or
detect and correct, noncompliance with a type of compliance requirement of a state financial assistance project on a
timely basis. A material weakness in internal control over compliance is a deficiency, or combination of deficiencies,
in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type
of compliance requirement of a state financial assistance project will not be prevented, or detected and corrected, on
a timely basis.
Our consideration of internal control over compliance was for the limited purpose described in the first paragraph of
this section and was not designed to identify all deficiencies in internal control over compliance that might be
deficiencies, significant deficiencies or material weaknesses. We did not identify any deficiencies in internal control
over compliance that we consider to be material weaknesses, as defined above.
This report is intended solely for the information and use of the Foundation’s management, the Board of Directors
others within the entity and state awarding agencies and pass-through entities, and is not intended to be and should
not be used by anyone other than those specified parties.
Orlando, Florida
September 23, 2011
67
University of Florida Foundation, Inc.
Schedule of Expenditures of State Financial Assistance
For the Year Ended June 30, 2011
State Grantor / Program Title
CSFA
Number
Florida Department of Highway Safety and Motor Vehicles,
University of Florida License Plate Project (1)
76.034
Florida Department of Education, University Major Gift
Challenge Grant Program (2)
Total Expenditures of State Financial Assistance
Expenditures
$
2,133,285
$
2,133,285
48.074
(1) Constitutes a major state financial assistance project
(2) The State of Florida has "temporarily suspended" this program for two years and has not appropriated
funds to pay for this program.
68
Transfers to
Subrecipients
$ 1,333,285
University of Florida Foundation, Inc.
Notes to Schedule of Expenditures of State Financial Assistance
Note 1.
Significant Accounting Policies
Basis of Accounting: The accompanying schedule of expenditures of state financial assistance is presented using
the accrual basis of accounting in accordance with accounting principles generally accepted in the United States of
America. Expenditures are recognized when the related liability is incurred.
The expenditures under the state license plate program in the schedule represent $1,333,285 in scholarship
expenditures and $800,000 in fundraising expenditures. Receipts from the program during the year ended June 30,
2011, of $2,733,285 are allocated to be spent for scholarships and for fundraising, consistent with the allocation plan,
as amended, submitted to the Board of Education and the Department of Highway Safety and Motor Vehicles.
Investment income on receipts and unexpended amounts from prior years totaled $101.
In prior years, the Foundation has collected more in receipts for scholarships than it has expended. As a result, the
Foundation has the ability to expend more in future years related to scholarships. Receipts for scholarships
exceeded expenditures during the year ended June 30, 2011 by $600,000. Unexpended amounts from prior years
are pooled in the investment portfolio of the Foundation and a proportionate share of income, gains and losses are
allocated to these unexpended amounts. Amounts are not expended until eligible scholarship recipients are
identified. At June 30, 2011, the Foundation had $4,207,587 in collected, but unexpended funds related to
scholarships. Receipts for fundraising are used in the year of receipt for the Foundation’s fundraising programs.
69
University of Florida Foundation, Inc.
Schedule of Findings and Questioned Costs
Section I – Summary of Auditor's Results
Financial Statements
Unqualified
Type of auditor's report issued:
Internal control over financial reporting:
Material weakness(es) identified?
Reportable condition(s) identified that are not
considered to be material weakness(es)?
Noncompliance material to financial statements noted?
Yes
X
No
Yes
Yes
X
X
No
No
Yes
X
No
Yes
X
None reported
X
No
State Financial Assistance
Internal control over major program assistance projects:
Material weakness(es) identified?
Reportable condition(s) identified that are not considered
to be material weakness(es)?
Type of auditor's report issued on compliance for
major state financial assistance projects:
Any audit findings disclosed that are required
to be reported in accordance with Rules of the
Auditor General Chapter 10.650?
Unqualified
Yes
Identification of major state financial assistance projects:
CSFA No. 76.034, University of Florida License
Plate Project
Dollar threshold used to distinguish between type
A and type B programs:
$ 300,000
Auditee qualified as low-risk auditee?
X
70
Yes
No
University of Florida Foundation, Inc.
Schedule of Findings and Questioned Costs (Continued)
Section II – Findings Relating to the Financial Statements which are Required to be Reported in Accordance
with Government Auditing Standards
None
Section III – Findings and Questioned Costs for State Financial Assistance
None
Section IV – Prior Audit Findings and Corrective Action Plan for State Financial Assistance for the Year
Ended June 30, 2010
No corrective action plan was necessary as there were no prior year audit findings.
Section V – Management Letter Required by Chapter 10.654, Rules of the Auditor General
No findings required to be reported.
71