UCF Foundation documents and meeting notices


MEETING NOTICES

   
 
 

Joint Finance and Real Estate Committee Meeting:


Thursday, August 16, 2018, 3:00 p.m. – 3:45 p.m.

                      Conference Call

Call in number: (866) 749-8590; Passcode: 3645377

 

Executive Committee Meeting:


Thursday, August 16, 2018, 4:00 p.m. – 4:30 p.m.

Conference Call

Call in number: (877) 789-4843; Passcode: 8627331


 

 

 

      Custodian of Public Records

Margaret Jarrell-Cole
Associate Vice President for Advancement, Legal Counsel
12424 Research Parkway, Suite 250
Orlando, FL 32826
407.882.1255
margaret.cole@ucf.edu

GIFT-GIVING DOCUMENTS

Credit card gift authorization form

Gift-in-kind form

Transfer instructions for gifts of mutual funds

Transfer instructions for gifts of stock

Transfer instructions for gifts of cash (large cash gifts/endowments)

Bank of America - Electronic Payments Instructions (general cash gifts)

Information for donors regarding donor advised funds and private foundations

Pledge committment form (PDF)

Planned Gift commitment form (PDF)

ANNUAL REPORTS

2017: IMPACT

2016: Ignition

2015: I Am a Philanthropist

2014: Better Together

2013: Because...

2012: In Their Words

2011: We Couldn't Do it Without You

FOUNDATION POLICIES, ETc.

UCF Foundation Bylaws

Direct Support Organization Rule

Please email dawn.castro@ucf.edu in order to request a specific UCF Foundation policy.

AUDITED FINANCIAL STATEMENTS

2017

2016

2015

2014

2013

2012

IRS DOCUMENTS

2016 IRS 990 - Public Disclosure

2015 IRS 990 - Public Disclosure

2015 IRS 990

2014 IRS 990

2014 IRS 990 T

2013 IRS 990

2013 IRS 990 T

2012 IRS 990

2012 IRS 990 T

2011 IRS 990

2011 IRS 990 T

MISCELLANEOUS

UCF Foundation disclosures

2018 Knight's Krossing Student Housing LLC certificate of status

2018 UCF Foundation certificate of status

2018 UCF Real Estate Foundation LLC certificate of status

2018 Resale Certificate for Sales Tax

IRS determination letter

Original (1968) tax exemption application

Tax exemption certificate 2015-2020

Foundation W-9 Form

Foundation Address/Identification Confidentiality Request

INTERNAL FORMS

Donation transmittal form

Payment authorization

Scholarship award form

Travel reimbursement one page

Travel reimbursement two page

Credit Card Donation Form (Word)

Credit Card Donation Form (PDF)

Goods and services received but not invoiced (Word)

Trademark License Short Term (Alumni Logo)

Confidentiality Agreement 3rd Party Data Vendor

© University of Central Florida Foundation, Inc. 2018