Public Charity

UNIVERSITY OF FLORIDA INVESTMENT CORPORATION

UNIVERSITY OF FLORIDA INVESTMENT CORPORATION is a Public Charity headquartered in GAINESVILLE, FL. Financial data from the 2025 filing: $6.3M revenue, $6.7M expenses, $7.3M total assets.

EIN: 201226494 GAINESVILLE, FL Management & Technical Assistance NTEE: B02 Latest filing: 2025
Total Revenue$6.3M
Total Expenses$6.7M
Total Assets$7.3M
Grant Records0
Filing Years2021–2025

Mission

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.

Where $100 goes at University of Florida Investment Corporation

How University of Florida Investment Corporation divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$86 Programs the work itself
$14 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $86 for programs

$86
The organization provided investment research, advice, counsel and management to the university of florida and three other affiliate organizations related to the university of florida
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

SENIOR INVESTMENT ANALYST Brennan Bubp
DEPUTY CIO Brian C Mawdsley
SENIOR INVESTMENT ANALYST Daniel Lee
EX-OFFICIO MEMBER David Christie
BOARD CHAIR Douglas J Free
COO/VICE PRESIDENT Edward A Kelly

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $6.3M $6.7M $7.3M
2024 $6.3M $6.0M $8.2M
2023 $6.6M $6.4M $8.7M
2022 $6.3M $6.2M $8.7M
2021 $5.7M $6.3M $5.2M

Between 2021 and 2025, reported annual revenue grew from $5.7M to $6.3M (+10%), with total assets most recently reported at $7.3M.

Interactive year-over-year charts and full filing details available with membership.

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