University of Florida Investment Corporation
Donations deductibleUniversity of Florida Investment Corporation's network
14 people10 organisationsi14 people and 10 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (10) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 12 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Douglas J Free Chair | Board Chair | 2018 | 8 yrs |
| David Christie | Ex-Officio Member | 2023 | 3 yrs |
| Fernando Donayre | Board Member | 2023 | 3 yrs |
| Geoff Gardner | Board Member Begin 2/2025 | 2025 | 1 yr |
| James W Heavener | Ex-Officio Member | 2018 | 8 yrs |
| Lindsay Lee | Board Member | 2022 | 4 yrs |
| Nick Kozlov | Board Member Begin 2/2025 | 2025 | 1 yr |
| Rebecca S Patterson (also filed as Rebecca Patterson) | Board Member | 2018 | 8 yrs |
| Robert J Cousin (also filed as Robert Cousin) | Vice Chair | 2018 | 8 yrs |
| Robert Thornton | Ex-Officio Member Until 2/2025 | 2023 | 3 yrs |
| Saby Mitra | Ex-Officio Member | 2023 | 3 yrs |
| Scott J Friedman (also filed as Scott Friedman) | Board Member | 2021 | 5 yrs |
| Taylor Jantz | Ex-Officio Member Until 2/2025 | 2025 | 1 yr |
| William Walton | Board Member | 2019 | 7 yrs |
Officers and senior leadership
10 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Adam Singleton | Investment Director, Until 6/3/22 | since 2018 |
| Brennan Bubp | Senior Investment Analyst | since 2020 |
| Brian C Mawdsley | Managing Director | since 2018 |
| Daniel Lee | Senior Investment Analyst | 2025 |
| Edward A Kelly | COO/Vice President | since 2018 |
| James D Humphries | Investment Operations Director | since 2018 |
| Jeffrey Furst | Investment Director | since 2018 |
| Mark L Baumgartner | CEO/CIO/President Begin 1/1/25 | 2025 |
| William C Twible | Investment Director | since 2018 |
| William S Reeser | CIO, President | since 2018 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| William S Reeser | CEO/CIO/President Until 1/1/25 | 50 | $1.3m | $191k | |
| Brian C Mawdsley | Deputy CIO | 50 | $804k | $144k | |
| Edward A Kelly | COO/Vice President | 50 | $494k | $90k | |
| William C Twible | Investment Director | 50 | $439k | $93k | |
| Jeffrey Furst | Investment Director | 50 | $436k | $93k | |
| Brennan Bubp | Senior Investment Analyst | 50 | $227k | $56k | |
| Daniel Lee | Senior Investment Analyst | 50 | $202k | $41k | |
| James W Heavener | Ex-Officio Member | 1 | $0 | ||
| William Walton | Board Member | 1 | $0 | ||
| Fernando Donayre | Board Member | 1 | $0 | ||
| David Christie | Ex-Officio Member | 1 | $0 | $316k | $54k |
| Douglas J Free | Board Chair | 1 | $0 | ||
| Robert Thornton | Ex-Officio Member Until 2/2025 | 1 | $0 | $816k | $26k |
| Rebecca Patterson | Board Member | 1 | $0 | ||
| Saby Mitra | Ex-Officio Member | 1 | $0 | $558k | $59k |
| Lindsay Lee | Board Member | 1 | $0 | ||
| Nick Kozlov | Board Member Begin 2/2025 | 1 | $0 | ||
| Taylor Jantz | Ex-Officio Member Until 2/2025 | 1 | $0 | $474k | $132k |
| Geoff Gardner | Board Member Begin 2/2025 | 1 | $0 | ||
| Robert Cousin | Vice Chair | 1 | $0 | ||
| Scott Friedman | Board Member | 1 | $0 | ||
| Mark L Baumgartner | CEO/CIO/President Begin 1/1/25 | 50 | $0 |
About
- Legal name
- University of Florida Investment Corporation
- EIN
- 201226494
- Address
- 800 Sw 2nd Ave Ste 300, Gainesville, FL, 32601-6295
- State
- Florida
- 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... (as filed on the Form 990)
- Activity (NTEE)
- B024 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 7 (IRS master file code)
- Formed
- 2004
- Principal officer
- Edward Kelly (as named on the Form 990)
- IRS ruling date
- 1 October 2006
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedUNIVERSITYUniversity of FloridaRelatedFUNDRAISINGUniversity of Florida Foundation IncRelatedHOSPITALCentral Florida Health Inc
Longest observed on the filings
≥8years on the filingsDouglas J Free
≥8years on the filingsJames W Heavener
≥8years on the filingsRebecca S Patterson
≥8years on the filingsRobert J Cousin
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $7.3m
- Total liabilities
- $7.2m
- Net assets or fund balances
- $106k
- Contributions and grants received
- $0
- Program service revenue
- $6.2m
- Employees
- 13
- Volunteers
- 12