2024-05-03T14:57:51-05:00 2023-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2022-07-01 546037928 THE ALUMNI BOARD OF TRUSTEES OF THE UNIVERSITY OF VA ENDOWMENT FUND ALUM 4349247081 P O BOX 400228 CHARLOTTESVILLE VA 22904 SUSAN G HARRIS SECRETARY/TREASURER 4349247081 2024-05-01 1 SUSAN HARRIS 999009999 0 EDWARD J SCHMITZ P00551113 4342962156 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN G HARRIS P O BOX 400228 CHARLOTTESVILLE VA 22904 4834464 0 X WWW.VIRGINIA.EDU/FOUNDATIONS/INDEX.HTML X 1908 VA THE ORGANIZATION'S PURPOSE IS TO PROVIDE FINANCIAL SUPPORT TO AND FOR THE BENEFIT OF THE UNIVERSITY OF VIRGINIA AND ITS EDUCATIONAL PROGRAMS. 7 5 0 8 0 0 0 0 0 0 4305517 4834464 0 0 4305517 4834464 4489258 4881922 0 0 0 0 0 0 0 338437 334592 4827695 5216514 -522178 -382050 101064813 98229427 4309558 4702222 96755255 93527205 THE ORGANIZATION'S PURPOSE IS TO PROVIDE FINANCIAL SUPPORT TO AND FOR THE BENEFIT OF THE UNIVERSITY OF VIRGINIA AND ITS EDUCATIONAL PROGRAMS. 0 0 4881922 4881922 THE ALUMNI BOARD OF TRUSTEES OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND (THE ALUMNI BOARD) ACCEPTS GIFTS ON BEHALF OF THE UNIVERSITY OF VIRGINIA, MANAGES THE INVESTMENT OF THOSE GIFTS, AND DISTRIBUTES THE INCOME TO THE UNIVERSITY OF VIRGINIA AND RELATED ENTITIES ACCORDING TO THE WISHES OF THE DONOR AND/OR THE ALUMNI BOARD AS APPROPRIATE. FOR THE YEAR ENDED JUNE 30, 2023, THE ALUMNI BOARD APPROPRIATED $4,881,922 FOR EXPENDITURE FOR THE BENEFIT OF THE UNIVERSITY OF VIRGINIA AND ITS EDUCATIONAL PURPOSES. 4881922 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X THE ORGANIZATION 4349247081 P O BOX 400228 CHARLOTTESVILLE VA 22904 JAMES E RYAN PRESIDENT 0.50 70.00 X X 0 957516 282705 SUSAN G HARRIS SECRETARY/TREASURER 1.00 50.00 X X 0 243428 69872 DOROTHY BATTEN TRUSTEE 0.10 X 0 0 0 J DAVIS HAMLIN TRUSTEE 0.10 X 0 0 0 EDWARD C MITCHELL JR TRUSTEE 0.10 X 0 0 0 BLAINE T PHILLIPS TRUSTEE 0.10 X 0 0 0 JEFFREY C WALKER TRUSTEE 0.10 X 0 0 0 0 1200944 352577 0 0 1 0 UNIVERSITY OF VIRGINIA INVESTMENT MANAGE PO BOX 400215 CHARLOTTESVILLE VA 229044215 INVESTMENT MANAGEMENT SERVICES 315315 1 4834464 0 4834464 4834464 4834464 4834464 0 0 4834464 4881922 4881922 13000 13000 305206 305206 9812 9812 6574 6574 5216514 4881922 334592 0 37811 48425 101027002 98181002 101064813 98229427 4309558 4702222 4309558 4702222 X 96755255 93527205 96755255 93527205 101064813 98229427 -382050 -2846000 0 X X 0 1 X 1 0 X X 3 ALUMNI ASSOCIATION OF UNIVERSITY OF VIRGINIA 540485595 5 1 58000 0 UNIVERSITY OF VIRGINIA 546001796 6 1 4803922 0 JEFFERSON SCHOLARS FOUNDATION 311755873 7 0 20000 0 3 4881922 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 1 THE ALUMNI BOARD PROVIDES FUNDS TO THE JEFFERSON SCHOLARS FOUNDATION IN SUPPORT OF STUDENT SCHOLARSHIPS AT THE UNIVERSITY OF VIRGINIA. THE JEFFERSON SCHOLARS PROGRAM WAS ORIGINALLY PART OF THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF VIRGINIA WHICH WAS LISTED IN THE ALUMNI BOARD'S ORIGINATING DOCUMENTS. THE JEFFERSON SCHOLARS PROGRAM DECONSOLIDATED FROM THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF VIRGINIA ON JANUARY 20, 2012 AND BECAME AN INDEPENDENT FOUNDATION. THE ALMUNI BOARD HAS CONTINUED TO PROVIDE THE SAME SUPPORT TO THE JEFFERSON SCHOLARS FOUNDATION AS IT DID WHEN THE JEFFERSON SCHOLARS PROGRAM WAS PART OF THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF VIRGINIA. 96755255 1988464 4881922 334592 93527205 106478077 -4895127 4489258 338437 96755255 74056879 36591439 3916200 254041 106478077 74049249 3905909 3708943 189336 74056879 73708516 4167036 3626535 199768 74049249 0.09660 0.90340 1 0 0 UVIMCO LONG-TERM POOL 98181002 F 98181002 X 1683258 -2846000 -2846000 4529258 305206 305206 4834464 4911308 0 4911308 305206 305206 5216514 PART V, LINE 4: THE ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENTS ESTABLISHED TO FUND VARIOUS NAMED ENDOWED SCHOLARSHIPS, PROFESSORSHIPS, AND OTHER DESIGNATIONS PAID TO AND ADMINISTERED BY THE UNIVERSITY OF VIRGINIA AND RELATED ENTITIES. PART X, LINE 2: THE BOARD HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FASB AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE BOARD. 1 ALUMNI ASSOCIATION OF THE UNIVERSITY OF VIRGINIA PO BOX 400314 CHARLOTTESVILLE VA 229044314 540485595 501(C)(3) 58000 0 FINANCIAL SUPPORT OF THE UNIVERSITY OF VIRGINIA'S ALUMNI ASSOCIATION UNIVERSITY OF VIRGINIA PO BOX 400160 CHARLOTTESVILLE VA 229044160 546001796 501(C)(3) 4803922 0 FINANCIAL SUPPORT OF THE UNIVERSITY OF VIRGINIA AND ITS EDUCATIONAL PROGRAMS JEFFERSON SCHOLARS FOUNDATION PO BOX 400891 CHARLOTTESVILLE VA 229044891 311755873 501(C)(3) 20000 0 FINANCIAL SUPPORT OF THE UNIVERSITY OF VIRGINIA'S JEFFERSON SCHOLARS PROGRAM 3 0 PART I, LINE 2: THE ALUMNI BOARD OF TRUSTEES OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND (ALUMNI BOARD) IS OPERATED IN CONNECTION WITH THE UNIVERSITY OF VIRGINIA. THE ALUMNI BOARD DOES NOT MAKE GRANTS FOR SCHOLARSHIPS, PROFESSORSHIPS, AND OTHER DESIGNATIONS DIRECTLY TO THE INDIVIDUAL RECIPIENTS. GRANTS ARE MADE TO THE UNIVERSITY FOR SCHOLARSHIPS, PROFESSORSHIPS, AND OTHER DESIGNATIONS. THE UNIVERSITY DISTRIBUTES THE FUNDS TO THE ULTIMATE GRANTEE AND EXERCISES EXPENDITURE RESPONSIBILITY WITH REGARD TO THE DISBURSEMENTS. 0 0 0 0 0 0 0 0 0 JAMES E RYAN PRESIDENT 0 827139 0 101000 0 29377 0 249475 0 33230 0 1240221 0 0 SUSAN G HARRIS SECRETARY/TREASURER 0 240895 0 1000 0 1533 0 50758 0 19114 0 313300 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE SECRETARY/TREASURER OF THE ORGANIZATION PRIOR TO FILING. THE FORM 990 IS FILED AND MADE AVAILABLE FOR PUBLIC INSPECTION BOTH AT THE ORGANIZATION'S OFFICE AND THROUGH THE UNIVERSITY OF VIRGINIA'S OFFICE OF PUBLIC RELATIONS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE FOR PUBLIC INSPECTION BOTH AT THE ORGANIZATION'S OFFICE AND THROUGH THE UNIVERSITY OF VIRGINIA'S OFFICE OF PUBLIC AFFAIRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS MAY BE DISTRIBUTED TO THE GENERAL PUBLIC UPON REQUEST. HOWEVER, ALL REQUESTS ARE SUBJECT TO APPROVAL BY THE SECRETARY/TREASURER OF THE ORGANIZATION AFTER CONSIDERATION OF THE INTENDED USE OF THE DOCUMENTS. ALL SUCH REQUESTS ARE DIRECTED TO THE UNIVERSITY OF VIRGINIA'S OFFICE OF PUBLIC AFFAIRS. FORM 990, PART XI, LINE 1 THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XI, LINE 2C THE ALUMNI BOARD HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. ALUMNI ASSOCIATION OF THE UNIVERSITY OF VIRGINIA PO BOX 400314 CHARLOTTESVILLE VA 229044314 540485595 EDUCATIONAL INSTITUTION ALUMNI ASSOCIATION VA 501(C)(3) LINE 5 0 UNIVERSITY OF VIRGINIA PO BOX 400160 CHARLOTTESVILLE VA 229044160 546001796 EDUCATIONAL INSTITUTION VA 501(C)(3) LINE 6 0 JEFFERSON SCHOLARS FOUNDATION PO BOX 400891 CHARLOTTESVILLE VA 229044891 311755873 EDUCATIONAL INSTITUTION JEFFERSON SCHOLARS VA 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0