2026-09-03T15:29:13+00:00 2025-09-30 440160260 FORVIS MAZARS LLP ONE OAK ST SUITE 300 ASHEVILLE NC 28801 990 2024-10-01 237168438 FLORIDA STATE COLLEGE AT JACKSONVILLE FOUNDATION INC FLOR 9046335948 501 WEST STATE STREET SUITE 104 JACKSONVILLE FL 32202 R SCOTT EVANS VP INSTITUTIONAL ADVANCEMENT 9046335948 2026-09-03 true true AMY BIBBY P00445891 8282542254 2026-08-27 2024 X R SCOTT EVANS 501 WEST STATE STREET SUITE 104 JACKSONVILLE FL 32202 116439970 false X WWW.FSCJFOUNDATION.ORG X 1972 FL TO SPONSOR AND ENGAGE IN ACTIVITIES THAT ADVANCE THE STRATEGIC INTEREST OF FLORIDA STATE COLLEGE AT JACKSONVILLE (THE COLLEGE) BY FOSTERING STRONG CONSTITUENT RELATIONSHIPS AND BY ENCOURAGING A CULTURE OF GIVING. 17 16 8 27 131382 0 2512160 2796232 12588077 10136137 880645 45369705 31415 -1645 16012297 58300429 3122353 3520478 0 251249 950185 0 1119689 12640041 10685414 16013643 15156077 -1346 43144352 94127755 100781059 5473865 4717655 88653890 96063404 THE FOUNDATION'S MISSION IS TO SPONSOR AND ENGAGE IN ACTIVITIES THAT ADVANCE THE STRATEGIC INTEREST OF FLORIDA STATE COLLEGE AT JACKSONVILLE (THE COLLEGE) BY FOSTERING STRONG CONSTITUENT RELATIONSHIPS AND BY ENCOURAGING A CULTURE OF GIVING. THE FOUNDATION'S PURPOSE IS TO "RECEIVE, HOLD, PROCURE, INVEST AND ADMINISTER PROPERTY [BOTH REAL AND UNREAL], AND MAKE EXPENDITURES TO OR FOR THE BENEFIT OF THE COLLEGE", AND TO SUSTAIN ITS OPERATIONS INTERNAL INDEPENDENT OF IN-KIND SUPPORT FROM THE COLLEGE. false false 9671925 10136137 ORIGINALLY DEVELOPED AS A VEHICLE FOR MAKING THE ARTS MORE ACCESSIBLE TO STUDENTS, THE ARTIST SERIES SERVES AS A FUNDRAISING ARM OF THE FSCJ FOUNDATION AND SUPPORTS THE COLLEGE'S PERFORMING ARTS EFFORTS, INCLUDING THE SCHOLARSHIP ENDOWMENT FUND. THE FUND SUPPORTS TALENTED PERFORMING ARTS STUDENTS, AS WELL AS OTHER STUDENTS, ATTENDING FLORIDA STATE COLLEGE AT JACKSONVILLE. FROM BLOCKBUSTER BROADWAY SHOWS TO CULTURAL PROGRAMS FROM AROUND THE WORLD, FSCJ ARTIST SERIES' MISSION IS TO BRING QUALITY ENTERTAINMENT TO NORTHEAST FLORIDA AND SOUTHEAST GEORGIA TO ENHANCE AND ENRICH THE LIVES OF INDIVIDUALS OF ALL AGES AND TASTES. THE UNIQUE BLEND OF MUSICAL AND DRAMATIC PRESENTATIONS ATTRACTS ONE OF THE LARGEST AUDIENCES IN THE AREA. 3520478 3520478 THE FOUNDATION PROVIDES FINANCIALLY FOR THE EDUCATIONAL NEEDS OF OUR STUDENTS THAT CANNOT BE MET THROUGH STATE AID OR STUDENT TUITION INCOME AND WORKS TO OFFER MONETARY SUPPORT FOR STUDENTS WHO WOULD OTHERWISE BE LEFT BEHIND. FSCJ FOUNDATION EXISTS TO SECURE THE FINANCIAL RESOURCES NECESSARY FOR THE COLLEGE TO PROVIDE ITS STUDENTS ACCESS TO AN AFFORDABLE, QUALITY EDUCATION. ADDITIONALLY, THE FOUNDATION WORKS TO CULTIVATE MEANINGFUL RELATIONSHIPS TO SUPPORT PROGRAMMING DEVELOPMENT THAT ADDRESSES THE HIGHLY SPECIFIC EDUCATIONAL, CIVIC, ECONOMIC AND WORKFORCE NEEDS OF OUR COMMUNITY. 13192403 true true false true false false false true true true false true false false false true true true false false false false false false true false false true true true false false false false false false false false false false true false false false false true false false false false true 6 0 true 8 true true true false false false false true true false false false false false false X 17 16 false false false false false false false true true false false false true true true true true true true true false false FL X WENDY STEVE 9046335948 501 WEST STATE STREET SUITE 104 JACKSONVILLE FL 32202 BRENT LISTER CHAIR 1.0 X X 0 0 0 DANNY BERENBURG SECRETARY 1.0 X X 0 0 0 JEFF MALL TREASURER 1.0 X X 0 0 0 JOHN AVENDANO COLLEGE PRESIDENT 3.0 40.0 X X 0 354413 83131 VALERIE HENDRIEX-JENKINS FIRST VICE CHAIR 1.0 X X 0 0 0 ANDREA BARNWELL BROWNLEE BOARD MEMBER 1.0 X 0 0 0 ATIYA ABDELMALIK BOARD MEMBER 1.0 X 0 0 0 AUNDRA WALLACE BOARD MEMBER 1.0 X 0 0 0 BRIAN PARKS IMMEDIATE PAST CHAIR 1.0 X 0 0 0 CARLOS JIMENEZ BOARD MEMBER 1.0 X 0 0 0 CHRISTOPHER VERLANDER BOARD MEMBER 1.0 X 0 0 0 EMILY LISSKA BOARD MEMBER 1.0 X 0 0 0 MARGARITA CABRAL-MALY BOARD MEMBER 1.0 X 0 0 0 MICHAEL CORRIGAN BOARD MEMBER 1.0 X 0 0 0 MIKE BELL DBOT LIASON 1.0 X 0 0 0 RUDOLPH MCKISSICK JR BOARD MEMBER 1.0 X 0 0 0 TIM TRESCA BOARD MEMBER 1.0 X 0 0 0 R SCOTT EVANS EXECUTIVE DIRECTOR 40.0 X 0 0 0 CHRISTOPHER LAMBERT VP OF ADVANCEMENT & EXEC 40.0 X 107684 0 46930 CLEVE WARREN CHIEF INVESTMENT OFFICER 40.0 X 134812 0 31007 242496 354413 161068 3 false true true 0 12187 2784045 50000 2796232 ARTIST SERIES EVENTS 711300 10136137 10136137 0 0 0 0 10136137 465437 131382 334055 0 0 103015135 58110867 44904268 0 44904268 44904268 27029 12187 28674 -1645 -1645 0 0 0 0 0 58300429 10136137 131382 45236678 X 2457268 2457268 1063210 1063210 122924 61462 61462 536631 272057 264574 290630 147341 143289 126381 126381 60000 60000 64402 64402 9366609 9344209 15000 7400 88446 44223 44223 4290 2145 2145 DONOR DEVELOPMENT 532762 532762 ARTIST SERIES OPERATING 327716 327716 OTHER OPERATIONAL EXPENSES 100078 43609 56469 PROFESSIONAL DEVELOPMENT 14730 7365 7365 0 0 0 0 15156077 13192403 843985 1119689 4765211 2160518 35351 1042879 11832 33503 0 0 0 0 536796 435304 0 0 0 0 73432147 83543122 10745329 9509251 23675 23675 4577414 4032807 94127755 100781059 967307 697727 4405981 3916743 100577 103185 0 0 0 0 5473865 4717655 X 52986260 52059059 35667630 44004345 88653890 96063404 94127755 100781059 43144352 -35734838 0 X false true true true true X 6590641 4694106 2776506 2512160 2796232 19369645 0 32317 32317 6622958 4694106 2776506 2512160 2796232 19401962 3540906 15861056 937 5528 29751 161143 334055 531414 86129 43660 131382 261171 93349 122767 157883 31415 0 405414 20599961 50093676 0.76996 0.84009 X SCHEDULE A, PART II, LINE 10 OTHER INCOME DESCRIPTION - OTHER INCOME, COLUMN A - 93349.0, COLUMN B - 122767.0, COLUMN C - 157883.0, COLUMN D - 31415.0, COLUMN E - , COLUMN F - 405414.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 60000 false false 60000 false SCHEDULE C, PART II-B, LINE 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE ORGANIZATION PAID $60,000 TO AN INDEPENDENT LOBBYING FIRM TO REPRESENT THE COLLEGE'S INTERESTS BEFORE STATE AND LOCAL GOVERNMENTAL OFFICIALS AND LEGISLATIVE BODIES. LOBBYING ACTIVITIES RELATED TO HIGHER EDUCATION POLICY, FUNDING MATTERS, AND OTHER ISSUES AFFECTING THE ORGANIZATION'S EXEMPT PURPOSES. X INVESTMENT false false true X 80098489 130796 9404792 2460734 1483137 85690206 65176400 149004 16691143 528652 1389406 80098489 61282484 72552 4433768 612404 65176400 72276193 131132 -10461878 662963 61282484 56686466 3810033 14081934 1783423 518817 72276193 0.57 0.41 0.02 false false CLOSELY-HELD EQUITY INTERESTS FINANCIAL DERIVATIVES PRIVATE EQUITY FUNDS 8245652 F MONEY MARKET 779441 C CD INVESTMENTS 484158 F 9509251 0 X 12857938 -35734838 28674 -35706164 48564102 64402 9671925 9736327 58300429 5448424 28674 28674 5419750 64402 9671925 9736327 15156077 SCHEDULE D, PART IV, LINE 2B EXPLANATION OF ESCROW AGREEMENT THE FOUNDATION HOLDS CERTAIN FUNDS AS AN AGENCY ENDOWMENT FOR THE PROSPERITY SCHOLARSHIP FUND, WHICH PROVIDES SCHOLARSHIPS TO FINANCIALLY ELIGIBLE STUDENTS TO ATTEND COLLEGE IN NORTHEAST FLORIDA. SCHOLARSHIPS TO ELIGIBLE STUDENTS MAY BE USED AT FLORIDA STATE COLLEGE AT JACKSONVILLE, UNIVERSITY OF NORTH FLORIDA, JACKSONVILLE UNIVERSITY, OR EDWARD WATERS COLLEGE. SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS ENDOWMENT FUNDS ARE HELD TO SUPPORT THE STUDENTS OF FLORIDA STATE COLLEGE AT JACKSONVILLE AND ITS MISSION OVER THE LONG TERM SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE AND CHAPTER 220.13 OF THE FLORIDA STATUTES, RESPECTIVELY. AS SUCH, ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO INCOME TAX. SCHEDULE D, PART XI, LINE 2(D) OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 DIRECT FUNDRAISING EXPENSES - 28674 SCHEDULE D, PART XI, LINE 4(B) OTHER REVENUES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS COST OF DIRECT BENEFITS TO DONORS NETTED WITH REVENUE - 9671925 SCHEDULE D, PART XII, LINE 2(D) OTHER EXPENSES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 DIRECT FUNDRAISING EXPENSES - 28674 SCHEDULE D, PART XII, LINE 4(B) OTHER EXPENSES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS COST OF DIRECT BENEFITS TO DONORS NETTED WITH REVENUE - 9671925 GOLF CLASSIC 39216 12187 27029 15101 13573 0 0 39216 12187 27029 15101 13573 28674 -1645 true FLORIDA STATE COLLEGE AT JACKSONVILLE 501 W STATE ST JACKSONVILLE FL 32202 591149314 501(C)(3) 2457268 PROGRAMMATIC SUPPORT 1 0 SCHOLARSHIPS TO FSCJ 1859 1063210 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS GRANTS FOR SCHOLARSHIPS ARE MONITORED TO ENSURE THAT STUDENTS RECEIVING SCHOLARSHIPS MEET ELIGIBILITY REQUIREMENTS ESTABLISHED BY THE FOUNDATION AND THROUGH GIFT AGREEMENTS ESTABLISHED BY THE DONOR. THE SCHOLARSHIP OFFICE RECEIVES APPLICATIONS FOR ALL QUALIFIED STUDENTS AND SELECTION IS THEN DETERMINED BY A SCHOLARSHIP COMMITTEE. GRANTS FOR COLLEGE PROGRAMS ARE MONITORED THROUGH A REIMBURSEMENT PROCESS TO ENSURE THAT FUNDS ARE AVAILABLE AND, WHERE APPLICABLE, FOLLOW THE GIFT AGREEMENTS ESTABLISHED BY DONORS. X false false false false false false false false false JOHN AVENDANO COLLEGE PRESIDENT 0 242369 0 52370 0 59674 0 22500 0 60631 0 437544 0 0 CLEVE WARREN CHIEF INVESTMENT OFFICER 128113 0 6699 0 0 0 0 0 31007 0 165819 0 0 0 CHRISTOPHER LAMBERT VP OF ADVANCEMENT & EXEC 102634 0 0 0 5050 0 0 0 46930 0 154614 0 0 0 1 50000 MARKET VALUE 0 false true false SCHEDULE M, PART I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS SECURITIES - PUBLICLY TRADED - NUMBER OF CONTRIBUTIONS FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY FORM 990 IS MADE AVAILABLE TO FOUNDATION MANAGEMENT FOR REVIEW PRIOR TO FILING AND MADE AVAILABLE TO THE BOARD OF DIRECTORS AND FINANCE & AUDIT COMMITTEE AFTER FILING. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY OFFICERS AND DIRECTORS OF THE FOUNDATION ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE PRESIDENT OF THE COLLEGE ASSESSES THE PERFORMANCE OF THE FOUNDATION'S EXECUTIVE DIRECTOR WHEN DETERMINING COMPENSATION. MEMBERS OF THE BOARD DO NOT RECEIVE COMPENSATION. FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES THE FOUNDATION EXECUTIVE DIRECTOR ASSESSES THE PERFORMANCE OF THE FOUNDATION'S KEY EMPLOYEES WHEN DETERMINING COMPENSATION. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE FOUNDATION'S GOVERNING DOCUMENTS AND OTHER POLICIES ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES ARTIST SERIES - TOTAL EXPENSE: 9344209, PROGRAM SERVICE EXPENSE: 9344209, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; CONTRACTUAL SERVICES - TOTAL EXPENSE: 22400, PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: 15000, FUNDRAISING EXPENSES: 7400; FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ITEM B THE ORGANIZATION IS FILING AN AMENDED FORM 990 TO UPDATE INFORMATION REPORTED FOR ITS ENDOWMENT FUNDS. ACCORDINGLY, SCHEDULE D PART V HAS BEEN REVISED TO ACCURATELY PRESENT ENDOWMENT FUND ACTIVITY AND ENDING BALANCES. SCHEDULE A PART II HAS ALSO BEEN REVISED TO REFLECT CHANGES TO THE PUBLIC SUPPORT CALCULATION RESULTING FROM UNRELATED BUSINESS INCOME RECOGNIZED IN TAX YEARS 2022 AND 2023. FLORIDA STATE COLLEGE AT JACKSONVILLE 501 W STATE ST JACKSONVILLE FL 32202 591149317 EDUCATION FL 501(A) NA false false true true false false false false false false false false false false true true true false false false THE ORGANIZATION RESPECTFULLY REQUESTS THAT THE PENALTIES ASSOCIATED WITH THE LATE FILING OF FORM 990-T AND THE RELATED EXTENSION BE REMOVED DUE TO REASONABLE CAUSE. DURING PREPARATION OF THE CURRENT YEAR'S TAX FILINGS, THE ORGANIZATION DISCOVERED THAT CERTAIN SCHEDULE K-1 INVESTMENTS GENERATED UNRELATED BUSINESS TAXABLE INCOME AND CREATED A FORM 990-T FILING REQUIREMENT. PRIOR TO THIS DISCOVERY, THE ORGANIZATION WAS UNAWARE OF ITS FORM 990-T FILING OBLIGATION AND THEREFORE DID NOT REALIZE AN EXTENSION WAS REQUIRED. UPON IDENTIFYING THE ISSUE, THE ORGANIZATION PROMPTLY WORKED WITH ITS TAX ADVISORS TO PREPARE THE REQUIRED FILINGS AND IMPLEMENT PROCEDURES TO ENSURE COMPLIANCE IN FUTURE YEARS.