EIN 20-1226494

University of Florida Investment Corporation

IRS 501(c) type
501(c)(3)
Num. employees
12
State
Year formed
2004
Most recent tax filings
2022-06-01
Description
University of Florida Investment Corporation promotes the educational purposes of the University of Florida by providing investment research, advice, counsel, and management to the University of Florida Board of Trustees and other affiliate organizations. The corporation manages assets worth $4,484,018,719 for these entities.
Related structure
University of Florida Investment Corporation is a subordinate organization under University Athletic Association.
Total revenues
$6,286,501
2022
Total expenses
$6,207,722
2022
Total assets
$8,667,146
2022
Num. employees
12
2022

Program areas at University of Florida Investment Corporation

The organization provided Investment research, advice, counsel and management to the University of Florida and four other affiliate organizations related to the University of Florida. During the year, the organization managed assets of $4,484,018,719 for these organizations.

Personnel at University of Florida Investment Corporation

NameTitleCompensation
Edward KellyChief Operating Officer , Vice President$503,163
William ReeserManaging Director / Chief Executive Officer / Chief Information Officer , President$1,484,866
Adam SingletonInvestment Director / Investment Manager$484,869
Jeffrey FurstInvestment Director$478,288
William TwibleInvestment Director / Investment Manager$479,991
...and 4 more key personnel

Financials for University of Florida Investment Corporation

RevenuesFYE 06/2022
Total grants, contributions, etc.$0
Program services$6,283,073
Investment income and dividends$3,428
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$6,286,501

Form 990s for University of Florida Investment Corporation

Fiscal year endingDate received by IRSFormPDF link
2022-062023-05-05990View PDF
2021-062022-04-07990View PDF
2020-062021-04-15990View PDF
2019-062021-01-12990View PDF
2018-062019-05-14990View PDF
...and 8 more Form 990s
Data update history
July 10, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 1, 2023
Updated personnel
Identified 1 new personnel
May 10, 2023
Updated personnel
Identified 3 new personnel
January 10, 2022
Updated personnel
Identified 2 new personnel
August 21, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
SchoolsChapter / child organizationsCharities
Issues
Education
Characteristics
State / local levelManagement and technical assistanceTax deductible donations
General information
Address
800 SW 2nd Ave 300
Gainesville, FL 32601
Metro area
Gainesville, FL
Website URL
ufico.ufl.edu/ 
Phone
(352) 392-1693
IRS details
EIN
20-1226494
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2004
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B82: Scholarships, Student Financial Aid Services
NAICS code, primary
522120: Savings Institutions
Parent/child status
Subordinate organization
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