Nonprofit · EIN 54-6037928
ALUMNI BOARD OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND
Tax-exempt · CHARLOTTESVLE, VA 22904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,339,029 | $5,162,559 | $176,470 | $106,492,647 | $4,699,058 | $101,793,589 |
| June 30, 2024 | 990 | $5,212,705 | $5,369,244 | -$156,539 | $99,918,110 | $4,869,066 | $95,049,044 |
| June 30, 2023 | 990 | $4,834,464 | $5,216,514 | -$382,050 | $98,229,427 | $4,702,222 | $93,527,205 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $5,339,029
- Net gain from sales of assets
- $5,339,029
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,878,758
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $16,900
- Program services (functional)
- $4,878,758
- Management and general (functional)
- $283,801
Balance sheet and other
- Total assets, start of year
- $99,918,110
- Total assets, end of year
- $106,492,647
- Total liabilities, end of year
- $4,699,058
- Net assets, end of year
- $101,793,589
- Net assets with donor restrictions
- $101,793,589
- Gross receipts
- $5,339,029
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1908
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES E RYAN | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $1,329,053 | $359,251 |
| SUSAN G HARRIS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $310,071 | $81,746 |
| DOROTHY BATTEN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| J DAVIS HAMLIN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| EDWARD C MITCHELL JR | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| BLAINE T PHILLIPS | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| JEFFREY C WALKER | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES E RYAN | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $1,001,946 | $326,778 |
| SUSAN G HARRIS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $276,824 | $76,463 |
| DOROTHY BATTEN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| J DAVIS HAMLIN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| EDWARD C MITCHELL JR | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| BLAINE T PHILLIPS | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| JEFFREY C WALKER | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES E RYAN | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $957,516 | $282,705 |
| SUSAN G HARRIS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $243,428 | $69,872 |
| DOROTHY BATTEN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| J DAVIS HAMLIN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| EDWARD C MITCHELL JR | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| BLAINE T PHILLIPS | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| JEFFREY C WALKER | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 400218, CHARLOTTESVLE, VA 22904-4218
- In care of
- % VINCENT SHEA
- Principal officer (990 for 2024)
- SUSAN G HARRIS, P O BOX 400218, CHARLOTTESVILLE, VA 22904
- Signed the 990
- SUSAN G HARRIS, SECRETARY/TREASURER
- Phone
- (434) 924-7081
- Return prepared by
- HANTZMON WIEBEL LLP
Mission
THE ORGANIZATION'S PURPOSE IS TO PROVIDE FINANCIAL SUPPORT TO AND FOR THE BENEFIT OF THE UNIVERSITY OF VIRGINIA AND ITS EDUCATIONAL PROGRAMS.
Program accomplishments
- THE ALUMNI BOARD OF TRUSTEES OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND (THE ALUMNI BOARD) ACCEPTS GIFTS FOR THE BENEFIT 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, 2025, THE ALUMNI BOARD APPROPRIATED $4,878,758 FOR EXPENDITURE FOR THE BENEFIT OF THE UNIVERSITY OF VIRGINIA AND ITS EDUCATIONAL PURPOSES.Expenses $4,878,758 · grants $4,878,758
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-6037928
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1944
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $106,492,647
- Income (IRS master file)
- $5,339,029
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,339,029 | $5,162,559 | $106,492,647 | IRS |
| 990 | June 2024 | $5,212,705 | $5,369,244 | $99,918,110 | XML |
| 990 | June 2023 | $4,834,464 | $5,216,514 | $98,229,427 | XML |
| 990 | June 2022 | $4,305,517 | $4,827,695 | $101,064,813 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-6037928).
Questions about ALUMNI BOARD OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND
- What is the EIN of ALUMNI BOARD OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND?
- The employer identification number (EIN) of ALUMNI BOARD OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND is 54-6037928.
- Is ALUMNI BOARD OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1944.
- Are donations to ALUMNI BOARD OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ALUMNI BOARD OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALUMNI BOARD OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALUMNI BOARD OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ALUMNI BOARD OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND?
- The 990 for the year ended June 30, 2025 names SUSAN G HARRIS.
- Who are the officers and directors of ALUMNI BOARD OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does ALUMNI BOARD OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,339,029, expenses of $5,162,559 and total assets of $106,492,647 at year end.
Other nonprofits in CHARLOTTESVLE
- UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY EIN 56-2462804 · last filed 990 for 2025
- UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION EIN 54-6046419 · last filed 990 for 2025
- UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION EIN 54-0838566 · last filed 990 for 2025
- VIRGINIA STUDENT AID FOUNDATION EIN 54-0517188 · last filed 990 for 2024
- UNIVERSITY OF VIRGINIA FOUNDATION EIN 54-1682176 · last filed 990 for 2025
- ST ANNES-BELFIELD INC EIN 54-0880465 · last filed 990 for 2025
- CORE KNOWLEDGE FOUNDATION EIN 54-1371584 · last filed 990 for 2024
- UNIVERSITY OF VIRGINIA HEALT FOUNDATION EIN 41-2097394 · last filed 990 for 2025