2025-09-30T07:39:29-05:00 2024-12-31 590548468 PURVIS GRAY & COMPANY LLP 222 NE 1ST ST GAINESVILLE FL 32601 990 2024-01-01 510240884 SANTA FE COLLEGE FOUNDATION INC SANT 3523955200 3000 NW 83 STREET GAINESVILLE FL 32606 SHERRY N HOUSTON EXECUTIVE DIRECTOR 3523955200 2025-09-24 1 1 LISA M MAROUSKY CPA P01965450 3523782461 2025-09-24 2024 2025-03-06 01:10:19Z SHERRY N HOUSTON 3000 NW 83 STREET GAINESVILLE FL 32606 30425217 0 X WWW.SFCOLLEGE.EDU/FOUNDATION X 1969 FL SANTA FE COLLEGE FOUNDATION INSPIRES, CULTIVATES AND ASSISTS PRIVATE DONORS TO ENRICH SANTA FE COLLEGE STUDENTS AND OUR COMMUNITY THROUGH SCHOLARSHIPS, PROGRAM ENHANCEMENTS AND FACILITIES SUPPORT. 22 20 0 22 0 0 6802725 3790810 265811 290771 4942438 3942547 126105 414177 12137079 8438305 1664877 2459620 0 0 0 0 0 0 128538 2598729 1911472 4263606 4371092 7873473 4067213 115696676 122149491 2969133 1507174 112727543 120642317 SANTA FE COLLEGE FOUNDATION INSPIRES, CULTIVATES AND ASSISTS PRIVATE DONORS TO ENRICH SANTA FE COLLEGE STUDENTS AND OUR COMMUNITY THROUGH SCHOLARSHIPS, PROGRAM ENHANCEMENTS AND FACILITIES SUPPORT. 0 0 437657 DEPRECIATION/MAINTENANCE OF BUILDINGS FOR USE BY THE COLLEGE. THESE FACILITIES ALLOW THE COLLEGE TO MEET THE NEEDS IN OUTLAYING AREAS OF THE TWO-COUNTY SERVICE DISTRICT. 2459620 2459620 SCHOLARSHIPS - CORPORATION CONTRIBUTES MONEY TO THE COLLEGE TO BE AWARDED AS SCHOLARSHIPS. 1072293 290771 PROGRAMS - SUPPORTED THE COLLEGE BY PROVIDING VARIOUS ENHANCEMENT PROGRAMS THAT MEET ADDITIONAL STUDENT NEEDS OR COMPLIMENTED COLLEGE PROGRAMS. APPROXIMATELY 25,000 PEOPLE SERVED. 3969570 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 26 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 22 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SHERRY HOUSTON 3523955200 3000 NW 83 STREET GAINESVILLE FL 32606 X PATRICIA M BLOUNT DIRECTOR 1.00 X 0 0 0 PATRICE BOYES DIRECTOR 1.00 X 0 0 0 GREG BRADLEY IMMEDIATE PAST PRES 1.00 X X 0 0 0 DR PAUL BROADIE II SECRETARY 1.00 40.00 X X 0 433066 146339 RALPH W CELLON DIRECTOR 1.00 X 0 0 0 DEAN CHESHIRE DIRECTOR 1.00 X 0 0 0 C MICHAEL CURRY DIRECTOR 10.00 X 0 84817 0 JOSEPH W DAVIS DIRECTOR 1.00 X 0 0 0 LUIS DIAZ DIRECTOR 1.00 X 0 0 0 MICHAEL M GOLDWIRE DIRECTOR 1.00 X 0 0 0 R ALAN HITCHCOCK DIRECTOR 1.00 X 0 0 0 CARIDAD E LEE PRESIDENT 1.00 X X 0 0 0 G THOMAS MALLINI DIRECTOR 1.00 X 0 0 0 BRANDI NOEGEL DIRECTOR 1.00 X 0 0 0 JAMES D SALTER DIRECTOR 1.00 X 0 0 0 ROD SMITH VICE PRESIDENT 1.00 X X 0 0 0 JO WIGGINS DIRECTOR 1.00 X 0 0 0 GUY YORK DIRECTOR 1.00 X 0 0 0 MATTHEW BRADDY DIRECTOR 1.00 X 0 0 0 DEBRA WRIGHT BOYD DIRECTOR 1.00 X 0 0 0 JIM HERRING DIRECTOR 1.00 X 0 0 0 JOHN LE MOYNE DIRECTOR 1.00 X 0 0 0 CHARLES W CLEMONS EXEC. DIR./TREASURER 24.00 40.00 X 0 204921 62205 SHERRY HOUSTON EXECUTIVE DIRECTOR 24.00 40.00 X 0 40404 19046 0 763208 227590 0 0 1 0 0 51816 3738994 759030 3790810 EDUCATIONAL PROGRAMS/SEMINARS 611710 290771 290771 290771 2507938 2507938 568 568 888107 515644 372463 372463 372463 22879289 21444680 1434609 1434609 1434609 67734 51816 26588 41146 41146 8438305 290771 0 4356724 2325289 2325289 134331 134331 29000 29000 63725 63725 211050 211050 32846 32846 182463 182463 68758 68758 88 88 255194 255194 ACADEMIC PROGRAM SUPPOR 939810 939810 FUNDRAISING 128538 128538 4371092 3969570 272984 128538 131460 393306 2438609 60105 68974 6898 46995702 7471341 36439185 39524361 78672620 80110649 115696676 122149491 1334537 825586 428555 405100 905426 0 300615 276488 2969133 1507174 X 0 0 0 0 112727543 120642317 112727543 120642317 115696676 122149491 4067213 3847561 0 X 0 1 X 1 0 X 1389822 1669160 6344112 6802725 3790810 19996629 345341 357758 369461 338604 451658 1862822 1735163 2026918 6713573 7141329 4242468 21859451 8168194 13691257 2125637 2737541 3124377 3281731 3396613 14665899 21200 75800 53053 67734 217787 36743137 976416 0.37260 0.37490 X PART II, SECTION A, LINE 3 THE ORGANIZATION HAS UPDATED ITS REPORTING FOR SCHEDULE A, PART II, LINE 3 (VALUE OF SERVICES OR FACILITIES FURNISHED BY A GOVERNMENTAL UNIT TO THE ORGANIZATION WITHOUT CHARGE). IN PRIOR YEARS, THE VALUE OF SERVICES WITHOUT CHARGE FURNISHED BY SANTA FE COLLEGE (A GOVERNMENTAL UNIT) WERE INADVERTENTLY NOT REPORTED ON THIS LINE. FOR THE CURRENT RETURN, THE ORGANIZATION HAS CORRECTED THIS BY INCLUDING THE APPROPRIATE AMOUNTS FOR ALL FIVE YEARS PRESENTED IN THE PUBLIC SUPPORT TEST. THIS ADJUSTMENT ENSURES CONSISTENCY AND ACCURACY IN REPORTING, AND ALL FIGURES SHOWN NOW FULLY REFLECT THE ORGANIZATION'S TOTAL SUPPORT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 63725 0 0 0 63725 0 PART II-B, LINE 1: LOBBYING EXPENSES WERE PAID FOR CONTRACTUAL STATE LEGISLATIVE AFFAIRS DUTIES. 7596654 X 0 56985253 8539290 3499647 913979 12163477 55946734 48547962 6134654 4980342 929599 1748106 56985253 54520681 2277495 -5677991 961922 1610301 48547962 49961595 2140300 4433867 1016011 999070 54520681 47809982 2292704 2208212 804322 1544981 49961595 0.75220 0.24780 0 0 15569396 2569162 18138558 9337052 10914418 6488024 13763446 4375 4375 8601299 983317 7617982 39524361 ANNUITY TRUST OBLIGATIONS 276488 276488 12537403 3847561 -79645 3767916 8769487 211050 -542232 -331182 8438305 4622629 542232 542232 4080397 211050 79645 290695 4371092 PART III, LINE 4: THE ART COLLECTION CONSISTS OF WORKS OF ART THAT HAVE BEEN CONTRIBUTED BY DONORS. SOME OF THESE PIECES ARE ON DISPLAY ON THE CAMPUS OF SANTA FE COLLEGE, ADDING CULTURE AND SOCIAL EXPERIENCES FOR THE STUDENTS. OTHER PIECES ARE SOLD WITH APPROVAL BY THE DONOR, AND THE PROCEEDS USED FOR VARIOUS OTHER PROGRAM ENHANCEMENTS AT SANTA FE COLLEGE. PART V, LINE 4: RESTRICTED ACCOUNT - FUNDS IN THIS ACCOUNT ARE AVAILABLE FOR USE IN ACCORDANCE WITH SPECIFIC RESTRICTIONS IMPOSED BY THE DONOR. ENDOWMENT ACCOUNT - FUNDS IN THIS ACCOUNT ARE INVESTED IN PERPETUITY PER THE DONOR'S RESTRICTIONS AND ANY INCOME GENERATED BY THOSE FUNDS IS TO BE USED FOR SCHOLARSHIPS AND OTHER DESIGNATED PROGRAM ENHANCEMENT ACTIVITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: REAL ESTATE COMMISSION -79,645. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -26,588. RENTAL EXPENSES -515,644. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 26,588. RENTAL EXPENSES 515,644. PART XII, LINE 4B - OTHER ADJUSTMENTS: REAL ESTATE COMMISSION 79,645. PRESIDENT'S GALA 97950 30216 67734 26588 PILLARS OF SERVICE AWARD LUNCHEON 21600 21600 119550 51816 67734 26588 26588 41146 1 SANTA FE COLLEGE 3000 NW 83RD STREET GAINESVILLE FL 32606 591207627 GOV 781148 0 GRANTS ARE MADE TO PROVIDE SCHOLARSHIPS TO STUDENTS OF SANTA FE COLLEGE TO PURSUE THEIR CHOSEN FIELDS OF STUDY. SANTA FE COLLEGE 3000 NW 83RD STREET GAINESVILLE FL 32606 591207627 GOV 1544141 0 SANTA FE COLLEGE USED THESE FUNDS TO SUPPORT A RANGE OF INSTITUTIONAL PRIORITIES, INCLUDING STUDENT SCHOLARSHIPS, ACADEMIC PROGRAMS, AND PROGRAM ENHANCEMENTS. 1 0 SCHOLARSHIPS 63 134331 PART I, LINE 2: THE FOUNDATION WORKS WITH THE FINANCIAL AID AND REGISTRAR'S OFFICES OF SANTA FE COLLEGE TO ENSURE THAT STUDENTS ARE ENROLLED AND THAT FUNDS AWARDED AS SCHOLARSHIPS HAVE BEEN APPLIED TOWARDS TUITION, BOOKS OR FEES AS DIRECTED BY THE DONOR. THE COLLEGE FINANCIAL AID OFFICE IS CHARGED WITH DISTRIBUTING THE SCHOLARSHIPS. PROGRAM ENHANCEMENT FUNDS, OTHER THAN SCHOLARSHIPS, ARE REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS. X 1 0 0 0 0 0 0 0 0 0 0 DR PAUL BROADIE II SECRETARY 0 338230 0 68229 0 26607 0 119749 0 26590 0 579405 0 0 CHARLES W CLEMONS EXEC. DIR./TREASURER 0 201025 0 0 0 3896 0 47728 0 14477 0 267126 0 0 SCHEDULE J, PART I, LINE 3: SCHEDULE J, PART I, LINE 3: COMPENSATION OF THE TOP MANAGEMENT OFFICIAL IS PAID BY SANTA FE COLLEGE, NOT THE FOUNDATION. SANTA FE COLLEGE USES ONE OR MORE OF THE METHODS DESCRIBED ON LINE 3 TO ESTABLISH HIS COMPENSATION. THROUGH THE RELATED ORGANIZATION THAT EMPLOYS THEM, THE INDIVIDUALS REPORTED IN PART VII OF FORM 990 AND IN SCHEDULE J (FORM 990) GENERALLY PARTICIPATE IN THE FLORIDA RETIREMENT SYSTEM (FRS), A MULTI-EMPLOYER RETIREMENT SYSTEM CREATED UNDER CHAPTER 121 OF THE FLORIDA STATUTES AND ADMINISTERED BY THE FLORIDA DIVISION OF RETIREMENT. AS STATED ON THE WEBSITE OF FRS, IT IS FUNDED BY CONTRIBUTIONS PAID BY EMPLOYERS, BASED ON A PERCENTAGE OF THE EMPLOYEES' SALARIES. THE RATE OF CONTRIBUTIONS REQUIRED IS DETERMINED BY AN ACTUARIAL CONSULTING FIRM TO ASSURE COMPLIANCE WITH THE REQUIREMENTS OF THE CONSTITUTION OF THE STATE OF FLORIDA. THE INSTRUCTIONS OF FORM 990 INDICATE THAT PART VII AND SCHEDULE J OF FORM 990 SHOULD INCLUDE A REASONABLE ESTIMATE OF THE INCREASE IN THE ACTUARIAL VALUE OF ANY QUALIFIED OR NONQUALIFIED RETIREMENT ACCRUALS UNDER A DEFINED BENEFIT PLAN. FRS HAS STATED THAT SUCH INFORMATION CURRENTLY IS NOT AVAILABLE FOR PARTICIPANTS IN ITS PLAN. THEREFORE, THE AMOUNTS REPORTED IN PART VII AND SCHEDULE J OF FORM 990, AS APPROPRIATE, INCLUDE THE CONTRIBUTION PAID BY THE RELATED ORGANIZATION AS ITS CONTRIBUTION ON BEHALF OF THE NAMED INDIVIDUAL. THIS AMOUNT IS CONSIDERED THE BEST REASONABLE ESTIMATE OF INFORMATION REQUIRED IN THIS FORM 990 AND RELATED SCHEDULES. X 6 166030 FAIR MARKET VALUE X 3 163000 FAIR MARKET VALUE X 1 430000 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNTS REPORTED IN PART I COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE DEPUTY EXECUTIVE DIRECTOR AND THE EXECUTIVE DIRECTOR OF THE FOUNDATION. IN ADDITION, THE RETURN IS REVIEWED BY THE AUDIT COMMITTEE, THE EXECUTIVE COMMITTEE AND FINALLY BY THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OFINTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII - ADDITIONAL INFORMATION SEVERAL OF THE OFFICERS ARE EMPLOYEES OF SANTA FE COLLEGE WHICH IS A RELATED ORGANIZATION TO SANTA FE COLLEGE FOUNDATION, INC. DR. PAUL BROADIE II IS THE PRESIDENT OF SANTA FE COLLEGE AND CHARLES W. CLEMONS WAS THE VICE PRESIDENT FOR DEVELOPMENT OF SANTA FE COLLEGE. SHERRY HOUSTON IS THE VICE PRESIDENT FOR ADVANCEMENT AND CHIEF PHILANTHROPY OFFICER OF SANTA FE COLLEGE. SANTA FE COLLEGE 3000 NW 83RD STREET GAINESVILLE FL 32606 591207627 COLLEGE FL 170B1A LINE 2 N/A 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 SANTA FE COLLEGE B 2325289 CASH SANTA FE COLLEGE J 52346 CASH