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THE PURPOSE OF THIS CORPORATION IS TO PROMOTE THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA BY PROVIDING INVESTMENT RESEARCH, ADVICE, COUNSEL AND MANAGEMENT TO AND FOR THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES, A PUBLIC BODY CORPORATE, AND SUCH AFFILIATED CORPORATIONS AS THE BOARD OF TRUSTEES OF THE UNIVERSITY OF FLORIDA MAY DESIGNATE, PROVIDED THAT SUCH ORGANIZATIONS FURTHER THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA AND ARE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS NOW IN FORCE OR HEREAFTER AMENDED.
Source: IRS Form 990 (Tax Year 2023)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2022
Total Revenue
▼$6.6M
Program Spending
84%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$6.4M
Total Assets
$8.7M
Total Liabilities
▼$8.5M
Net Assets
$254.7K
Officer Compensation
→$2.1M
Other Salaries
$3M
Investment Income
$78.1K
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2022 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: SOUNK
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023 | $6.6M | $0 | $6.4M | $8.7M | $254.7K |
| 2022IRS e-File | $6.6M | $0 | $6.4M | $8.7M | $254.7K |
| 2021 | $5.7M | $0 | $6.3M | $5.2M | $113.9K |
| 2020 | $5.6M | $0 | $5M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2022)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2022)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| William S Reeser | Ceo/cio/president | 50 | $1.6M | $0 | $284.3K | $1.9M |
| Edward A Kelly | Coo/vice President | 50 | $548.6K | $0 | $109.8K | $658.4K |
William S Reeser
Ceo/cio/president
$1.9M
Hrs/Wk
50
Compensation
$1.6M
Related Orgs
$0
Other
$284.3K
Edward A Kelly
Coo/vice President
$658.4K
Hrs/Wk
50
Compensation
$548.6K
Related Orgs
$0
Other
$109.8K
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Brian C Mawdsley | Deputy CIO | 50 | $951K | $0 | $201.8K | $1.2M |
| Jeffrey Furst | Investment Director | 50 | $493.5K | $0 | $115.2K | $608.7K |
| William C Twible | Investment Director | 50 | $498.2K | $0 | $102.3K |
Brian C Mawdsley
Deputy CIO
$1.2M
Hrs/Wk
50
Compensation
$951K
Related Orgs
$0
Other
$201.8K
Jeffrey Furst
Investment Director
$608.7K
Hrs/Wk
50
Compensation
$493.5K
Related Orgs
$0
Other
$115.2K
William C Twible
Investment Director
$600.5K
Hrs/Wk
50
Compensation
$498.2K
Related Orgs
$0
Other
$102.3K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Alex C Smith | Board Member | 1 | $0 | $0 | $0 | $0 |
| Brian T Levine | Board Member, Until 11/2022 | 1 | $0 | $0 | $0 | $0 |
| Christopher Cowen | Board Member | 1 | $0 | $748.9K | $102.9K | $851.7K |
| David Christie | Board Member, As Of 12/2022 | 1 | $0 |
Alex C Smith
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Brian T Levine
Board Member, Until 11/2022
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Christopher Cowen
Board Member
$851.7K
Hrs/Wk
1
Compensation
$0
Related Orgs
$748.9K
Other
$102.9K
| $4.7M |
| $751.7K |
| 2019 | $4.9M | $0 | $5.2M | $4M | $162.8K |
| 2018 | $4.3M | $0 | $4.4M | $3.3M | $417.6K |
| 2017 | $3.6M | $0 | $3.5M | $3.1M | $534.9K |
| 2016 | $3.9M | $0 | $4.1M | $2.8M | $374.9K |
| 2015 | $3.4M | $0 | $3.5M | $2.3M | $525.4K |
| 2014 | $2.5M | $0 | $2.4M | $1.9M | $634.7K |
| 2013 | $2.5M | $0 | $2.6M | $1.7M | $535.9K |
| 2012 | $2.3M | $0 | $2.3M | $1.8M | $563.4K |
| 2011 | $2.4M | $0 | $2.2M | $1.6M | $561.2K |
| 2021 | 990 | Data | PDF not yet published by IRS |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| $600.5K |
| Brennan Bubp | Senior Investment Analyst | 50 | $249.5K | $0 | $74.5K | $323.9K |
| James D Humphries | Investment Operations Director | 50 | $161.7K | $0 | $36.6K | $198.2K |
Brennan Bubp
Senior Investment Analyst
$323.9K
Hrs/Wk
50
Compensation
$249.5K
Related Orgs
$0
Other
$74.5K
James D Humphries
Investment Operations Director
$198.2K
Hrs/Wk
50
Compensation
$161.7K
Related Orgs
$0
Other
$36.6K
| $277.1K |
| $50.8K |
| $327.9K |
| Douglas J Free | Board Member | 1 | $0 | $0 | $0 | $0 |
| Fernando Donayre | Board Member, As Of 12/2022 | 1 | $0 | $0 | $0 | $0 |
| James W Heavener | Board Member | 1 | $0 | $0 | $0 | $0 |
| Lindsay Lee | Board Member | 1 | $0 | $0 | $0 | $0 |
| Rebecca Patterson | Board Member, As Of 3/2023 | 1 | $0 | $0 | $0 | $0 |
| Robert J Cousin | Board Member | 1 | $0 | $0 | $0 | $0 |
| Robert Thornton | Board Member, As Of 12/2022 | 1 | $0 | $520.1K | $33.1K | $553.3K |
| Saby Mitra | Board Member, As Of 7/2022 | 1 | $0 | $534K | $51.8K | $585.8K |
| Scott J Friedman | Board Member | 1 | $0 | $0 | $0 | $0 |
| William Walton | Board Member | 1 | $0 | $0 | $0 | $0 |
David Christie
Board Member, As Of 12/2022
$327.9K
Hrs/Wk
1
Compensation
$0
Related Orgs
$277.1K
Other
$50.8K
Douglas J Free
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Fernando Donayre
Board Member, As Of 12/2022
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
James W Heavener
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Lindsay Lee
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Rebecca Patterson
Board Member, As Of 3/2023
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Robert J Cousin
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Robert Thornton
Board Member, As Of 12/2022
$553.3K
Hrs/Wk
1
Compensation
$0
Related Orgs
$520.1K
Other
$33.1K
Saby Mitra
Board Member, As Of 7/2022
$585.8K
Hrs/Wk
1
Compensation
$0
Related Orgs
$534K
Other
$51.8K
Scott J Friedman
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
William Walton
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0