2025-10-06T11:04:30-05:00 2025-06-30 581304721 LANIGAN & ASSOCIATES P C 2630 CENTENNIAL PLACE SUITE 1 TALLAHASSEE FL 32308 990 2024-07-01 264028305 FLORIDA STATE UNIVERSITY COLLEGE OF BUSI FLOR 8506447868 ATTN STEVE PERFECT PHD CFA TALLAHASSEE FL 323061110 STEVEN B PERFECT VICE CHAIR 8506447868 2025-09-30 0 DAVID STRANGE P01305761 8508938418 2024 2025-03-06 01:10:19Z STEVEN B PERFECT ATTN STEVE PERFECT PHD CFA TALLAHASSEE FL 323061110 6439893 0 X N/A X 2009 FL OBTAINS FUNDING THROUGH DONOR GIFTS TO SUPPORT A STUDENT MANAGED INVESTMENT FUND AND OTHER FSU COLLEGE OF BUSINESS PROGRAMS. THE ORGANIZATION SUPPORTS THE FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS UNDERGRADUATE AND GRADUATE STUDENT EDUCATION THROUGH ACTIVE PARTICIPATION IN FINANCIAL MARKETS. THE ORGANIZATION PERMITS STUDENTS TO MANAGE AN INVESTMENT FUND, UNDER THE GUIDANCE, ASSISTANCE, AND SUPERVISION OF FLORIDA STATE UNIVERSITY FACULTY AND BOARD OVERSIGHT OF THE ORGANIZATION, INCLUDING STOCK SELECTION AND MANAGEMENT OF A REAL PORTFOLIO, THUS GAINING HANDS-ON MANAGEMENT EXPERIENCE. THE ORGANIZATION HELPS STUDENTS TO DEVELOP THEIR INTUITION AND PROVIDE A PRACTICAL APPLICATION FOR INVESTMENT STRATEGY AND DECISIONS. THE ORGANIZATION ASSISTS OTHER FACETS OF THE FLORIDA STATE UNIVERSITY COLLEGE OF BUSINESS MISSION. 9 5 0 0 0 0 500 21309 0 0 653180 999821 0 0 653680 1021130 0 0 0 0 0 0 0 0 0 11271 15737 11271 15737 642409 1005393 9212843 10729951 7528728 8728582 1684115 2001369 SEE SCHEDULE O 0 0 5737 THE ORGANIZATION PERMITS STUDENTS TO MANAGE AN INVESTMENT FUND, UNDER THE GUIDANCE, ASSISTANCE, AND SUPERVISION OF FLORIDA STATE UNIVERSITY FACULTY AND BOARD OVERSIGHT OF THE ORGANIZATION, INCLUDING STOCK SELECTION AND MANAGEMENT OF A REAL PORTFOLIO, THUS GAINING HANDS-ON MANAGEMENT EXPERIENCE. THE ORGANIZATION HELPS STUDENTS TO DEVELOP THEIR INTUITION AND PROVIDE A PRACTICAL APPLICATION FOR INVESTMENT STRATEGY AND DECISIONS. 5737 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 5 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 FL X STEVEN B PERFECT 8506447868 821 ACADEMIC WAY RBA 509 TALLAHASSEE FL 32306 MICHAEL HARTLINE CHAIR 2.00 X X 0 0 0 STEVEN B PERFECT VICE CHAIR 2.00 X X 0 0 0 WILLIAM CHRISTIANSEN TREASURER/SECRETARY 2.00 X X 0 0 0 MICHAEL WILLIAMS DIRECTOR 2.00 X 0 0 0 PETER COLLINS DIRECTOR 2.00 X 0 0 0 DIAHANN LASSUS DIRECTOR 2.00 X 0 0 0 JOHN LUSK DIRECTOR 2.00 X 0 0 0 PETER JONES DIRECTOR 2.00 X 0 0 0 KYLE RIVA DIRECTOR 2.00 X 0 0 0 ERIC MUNOZ DIRECTOR 2.00 X 0 0 0 ROY APPLE DIRECTOR 2.00 X 0 0 0 DON AUTORE DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 21309 21309 228952 228952 6189632 5418763 770869 770869 770869 1021130 770869 0 228952 10000 10000 5737 5737 15737 5737 10000 0 1009497 622444 8203346 10107507 9212843 10729951 7528728 8728582 7528728 8728582 X 0 0 0 0 1684115 2001369 1684115 2001369 9212843 10729951 X 1005393 511715 -1199854 X 0 1 X 1 0 X 320000 500 21309 341809 18465 18465 18465 18465 7000 80860 18465 338465 18465 18965 28309 422669 422669 65111 98169 179099 234579 228952 805910 1228579 0.34400 0.39010 X 0 DOMESTIC AND INTERNATIONAL STOCKS 10107507 F 10107507 DUE TO THE FSU FOUNDATION 8728582 8728582 X 332991 511715 -1199854 -688139 1021130 0 1021130 15737 0 15737 0 15737 PART X, LINE 2: FIN 48 FOOTNOTE - MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE FUND'S TAX-EXEMPT STATUS, AND BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF AND FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CURRENT GAINS (LOSSES) ALLOCATED TO FSU FOUNDATION PART XI, LINE 2D - OTHER ADJUSTMENTS: CURRENT GAINS (LOSSES) ALLOCATED TO FSU FOUNDATION FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW HAS OR WILL BE CONDUCTED FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART XI, LINE 9: CURRENT GAINS (LOSSES) ALLOCATED TO FSU FOUNDATION -1,199,854. THE FLORIDA STATE UNIVERSITY 600 W COLLEGE AVENUE TALLAHASSEE FL 32306 591961248 UNIVERSITY FL N/A 0 FLORIDA STATE UNIVERSITY FOUNDATION 325 W COLLEGE AVENUE TALLAHASSEE FL 30301 596152180 FOUNDATION FL THE FLORIDA STATE UNIVERSITY 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 FLORIDA STATE UNIVERSITY FOUNDATION C CASH RECEIPTS