2024-12-20T08:18:18-06:00 2024-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2023-07-01 510159775 THE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION UNIV 4342432049 PO BOX 400173 CHARLOTTESVILLE VA 22904 CATHERINE M WHITTIER EXECUTIVE DIRECTOR 4342432049 2024-12-19 1 0 TRAVIS W SIMPSON P00481332 4342962156 2023 2024-10-15 13:58:12Z CATHERINE M WHITTIER PO BOX 400173 CHARLOTTESVILLE VA 22904 42562707 0 X WWW.COMMERCE.VIRGINIA.EDU/MCINTIRE-FOUNDATION X 1975 VA TO FURTHER THE AIMS AND PURPOSES OF THE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE. 37 35 27 345 0 0 19405271 39085089 27329 49217 -52035 450953 0 0 19380565 39585259 9383386 12064029 0 0 3039157 3415883 0 0 2187633 1826315 2312796 14248858 17792708 5131707 21792551 162965294 194140923 170094 175692 162795200 193965231 TO ADVANCE THE GOALS OF THE UVA MCINTIRE SCHOOL OF COMMERCE THROUGH PHILANTHROPY, PROVIDING SCHOLARSHIPS, AND SUPPORTING THE SCHOOL'S SEVEN CENTERS OF EXCELLENCE." 0 0 2750152 12749 49217 SEVEN "CENTERS OF EXCELLENCE" FORTIFY THE MCINTIRE SCHOOL'S CURRICULUM, SUPPORT STUDENTS AND FACULTY, OFFER INNOVATIVE, AMBITIOUS, CUTTING-EDGE RESEARCH PROJECTS, SUPPORT FORUMS AND ONGOING LECTURE SERIES, AND BOOST THE SCHOOL'S ABILITY TO NURTURE STUDENTS INTO CREATIVE, INTUITIVE, AND RESPONSIBLE BUSINESS PROFESSIONALS. THE FOUNDATION ALSO OFFERS MCINTIRE SCHOOL STUDENTS OPPORTUNITIES, PARTICIPATION IN STUDENT INVESTMENT CLUBS AND ENHANCE THEIR ABILITIES TO CREATE, MANAGE, AND LEAD HIGH-PERFORMING TEAMS. 1003231 1003231 DURING THE 2023-24 ACADEMIC YEAR, THE FOUNDATION PROVIDED NEED-BASED AND MERIT-BASED SCHOLARSHIPS AND AWARDS TO APPROXIMATELY 135 UNDERGRADUATE AND GRADUATE STUDENTS. 11048049 11048049 THE FOUNDATION MADE CASH PAYMENTS TO THE MCINTIRE SCHOOL FOR GENERAL OPERATIONS, FACULTY SUPPORT, PROGRAM SUPPORT, AND TRANSFERRED FUNDS TO THE UNIVERSITY OF VIRGINIA FOR MCINTIRE SCHOOL BUILDING IMPROVEMENTS, RENOVATIONS, AND NEW CONSTRUCTION. 14801432 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 17 0 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 37 35 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 AK CA CO IL MA MD ME MI MN MS NH NJ NY OH OR SC WA DC NV X JAMES HEETDERKS 4342977989 PO BOX 400173 UNIVERSITY OF VA CHARLOTTESVILLE VA 22904 JOHN A GRIFFIN PRESIDENT 1.00 X X 0 0 0 RICHARD D TADLER EXECUTIVE VICE-PRESIDENT 1.00 X X 0 0 0 STUART T EVANS EXECUTIVE DIRECTOR 20.00 X X 141733 0 0 ROBERT W THARPE II SECRETARY AND TREASURER 5.00 X X 24049 0 0 ANN G BACKOF TRUSTEE 1.00 X 0 0 0 BALTIMORE THOMAS TRUSTEE 1.00 X 0 0 0 ANN KIM CHUNG TRUSTEE 1.00 X 0 0 0 MITCHELL R COHEN TRUSTEE 1.00 X 0 0 0 JOHN P CONNAUGHTON TRUSTEE 1.00 X 0 0 0 PETER E ENGEL TRUSTEE 1.00 X 0 0 0 SABINA ANSELMA EWING TRUSTEE 1.00 X 0 0 0 DONALD E FLOW TRUSTEE 1.00 X 0 0 0 MARK E GALANT TRUSTEE 1.00 X 0 0 0 KRISSY GATHRIGHT TRUSTEE 1.00 X 0 0 0 NEIL J BARR TRUSTEE 1.00 X 0 0 0 ROBERT G HARPER IV TRUSTEE 1.00 X 0 0 0 JAMES G HARRIS TRUSTEE 1.00 X 0 0 0 PATRICK D HOGAN TRUSTEE 1.00 X 0 0 0 NICOLE THORNE JENKINS TRUSTEE 1.00 X 0 0 0 SCOTT M KELLEY TRUSTEE 1.00 X 0 0 0 H MERRITT LANE TRUSTEE 1.00 X 0 0 0 P JEFFREY LECK TRUSTEE 1.00 X 0 0 0 MARK LUELLEN TRUSTEE 1.00 X 0 0 0 KATHLEEN E MALLAS TRUSTEE 1.00 X 0 0 0 CRAIG W PACKER TRUSTEE 1.00 X 0 0 0 JOSHUA D PAULSON TRUSTEE 1.00 X 0 0 0 CURTIS W SCHADE TRUSTEE 1.00 X 0 0 0 CHRIS W SHUMWAY TRUSTEE 1.00 X 0 0 0 BRADLEY E SINGER TRUSTEE 1.00 X 0 0 0 JOHN G STATHIS TRUSTEE 1.00 X 0 0 0 JEFFREY C WALKER TRUSTEE 1.00 X 0 0 0 EARL E WEBB TRUSTEE 1.00 X 0 0 0 ROBERT M WHITE TRUSTEE 1.00 X 0 0 0 CATHERINE M WHITTIER TRUSTEE 1.00 X 0 0 0 RYAN WRIGHT TRUSTEE 1.00 X 0 0 0 FARHAD ZAMAN TRUSTEE 1.00 X 0 0 0 SHANNON NASH TRUSTEE 1.00 X 0 0 0 CHARLES DAVIES SENIOR SOFTWARE DEVELOPER 40.00 X 120695 0 31245 ERIN EIGENBROT DIRECTOR OF MAJOR GIFTS 40.00 X 124280 0 11831 ALLEN HOOVER - DIRECTOR OF MEDIA AND DESIGN 40.00 X 125959 0 30979 MATTHEW SPOSATO - ENTERPRISE SOFTWARE ARCHITECT 40.00 X 127620 0 31372 JAMES HEETDERKS DIRECTOR OF BUSINESS OPS. 40.00 X 117001 0 29597 781337 0 135024 6 0 1 0 UVIMCO PO BOX 400125 CHARLOTTESVILLE VA 22904 INVESTMENT MANAGEMENT 378187 1 39085089 2709885 39085089 CONFERENCE FEES 611600 49217 49217 49217 725951 725951 2702450 2977448 -274998 -274998 -274998 39585259 49217 0 450953 11051049 11051049 1012980 1012980 165782 70866 94916 2603476 1271160 84032 1248284 228210 98812 14259 115139 245562 105496 11086 128980 172853 82845 7746 82262 4636 4636 38200 38200 378187 378187 205703 142182 63521 27663 23586 4077 30299 8723 2369 19207 247845 201077 36241 10527 47883 21406 5084 21393 355974 182816 215 172943 140175 42773 972 96430 20327 7050 13277 59214 13412 45802 MEALS AND ALUMNI EVENTS 445880 261687 281 183912 BRANDED GIFTS AND HONOR 132066 83177 1723 47166 POSTAGE AND PRINTING 70202 39870 14 30318 DUES AND SUBSCRIPTIONS 43636 33072 1585 8979 64906 47393 8697 8816 17792708 14801432 803643 2187633 6743288 5151974 16863464 32912916 150222 128786 476065 460788 35604 15277 10783487 17903929 123362809 133631644 5026420 4396397 162965294 194140923 33956 15386 136138 160306 170094 175692 X 11056385 10677725 151738815 183287506 162795200 193965231 162965294 194140923 21792551 9377480 0 X X 0 1 X 1 0 X 29341291 23721542 20533748 19405271 39085089 132086941 29341291 23721542 20533748 19405271 39085089 132086941 36309590 95777351 40877 109361 326 187607 725951 1064122 133151063 525981 0.71930 0.64250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 127038120 8725537 7790448 1012980 4906533 1255562 136379030 115168782 16083544 2257900 1226927 3876860 1368319 127038120 110292349 17379889 -5522325 768473 5303896 908762 115168782 68539080 16443218 33046942 350750 6706896 679245 110292349 59806009 11987777 3091590 436480 5780396 129420 68539080 0.04040 0.69180 0.26780 0 0 476065 460788 15277 15277 ALUMNI ASSOC. / UVIMCO LT POOL 133631644 F 133631644 ACCRUED SALARIES 125086 AGENCY ACCOUNTS 35220 160306 X 50202631 9377480 1420377 197702 10995559 39207072 378187 378187 39585259 19032600 1420377 197702 1618079 17414521 378187 378187 17792708 PART V, LINE 4: DONOR-RESTRICTED AND BOARD-DESIGNATED ENDOWMENTS WILL CONTINUE TO SUPPORT THE MCINTIRE SCHOOL WITH FUNDS FOR EDUCATION AND RESEARCH PROGRAMS, SCHOLARSHIPS AND AWARDS, PROFESSORSHIPS AND OTHER FACULTY SUPPORT, AND GENERAL OPERATIONS. PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY RECOGNIZING A TAX POSITION AS A LIABILITY IN THE FINANCIAL STATEMENTS WHEN IT IS "MORE-LIKELY-THAN-NOT" THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUATION OF AN ESTATE OF WHICH THE FOUNDATION IS A BENEFICIARY INCREASE IN BAD DEBT ALLOWANCE NETTED WITH CONTRIBUTIONS ON 990 197,702. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN BAD DEBT ALLOWANCE NETTED WITH CONTRIBUTIONS ON 990 197,702. PART XII, LINE 4B - OTHER ADJUSTMENTS: GIE EXPENSE FY24 EUROPE FUNDRAISING/ALUMNI ENGAGEMENT 89270 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, FUNDRAISING/ALUMNI ENGAGEMENT 18647 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, FUNDRAISING/ALUMNI ENGAGEMENT 19248 SUB-SAHARAN AFRICA FUNDRAISING/ALUMNI ENGAGEMENT 21745 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, FUNDRAISING/ALUMNI ENGAGEMENT 6684 0 0 0 0 0 0 155594 0 155594 0 0 0 0 0 0 1 THE UNIVERSITY OF VIRGINIA PO BOX 400173 CHARLOTTESVILLE VA 22904 546001796 501(C)(3) 11048049 0 GRANTS AND ALLOCATIONS - TRANSFER TO UVA 1 AWARDS AND SCHOLARSHIPS 135 1003231 RESEARCH GRANTS 1 9749 PART I, LINE 2: CONTRIBUTIONS TO THE MCINTIRE SCHOOL ARE APPROVED VIA THE ANNUAL BUDGET, AND FOUNDATION MANAGEMENT AND TRUSTEES ARE GIVEN INSIGHT INTO THE USE OF THESE CONTRIBUTIONS THROUGH THE MCINTIRE SCHOOL'S BUDGET AND FINANCIAL REPORTS. CONTRIBUTIONS TO OUTSIDE ORGANIZATIONS ARE MONITORED BY THE EXECUTIVE DIRECTOR AND CENTERS OF EXCELLENCE DIRECTORS. SCHOLARSHIP AND AWARD RECIPIENTS ARE SELECTED AND MONITORED BY MCINTIRE SCHOOL FACULTY AND ADMINISTRATORS, AND THE FOUNDATION'S TREASURER. X 1 1 0 0 0 0 0 0 0 0 0 MATTHEW SPOSATO - ENTERPRISE SOFTWARE ARCHITECT 127620 0 0 0 0 0 15940 0 15432 0 158992 0 0 0 ALLEN HOOVER - DIRECTOR OF MEDIA AND DESIGN 125959 0 0 0 0 0 15722 0 15257 0 156938 0 0 0 CHARLES DAVIES SENIOR SOFTWARE DEVELOPER 120695 0 0 0 0 0 15712 0 15533 0 151940 0 0 0 PART I, LINE 1A THE FOUNDATION PAYS THE COST OF MEMBERSHIP TO UNIVERSITY OF VIRGINIA RECREATION OR ANOTHER FITNESS CLUB ( UP TO $450 ANNUALLY), AT THE EMPLOYEE'S REQUEST. PART I, LINE 3 THE FOUNDATION DOES NOT COMPENSATE ANY OFFICERS SINCE THEY ARE EMPLOYEES OF THE UNIVERSITY OF VIRGINIA. HOWEVER, THE FOUNDATION REIMBURSES THE UNIVERSITY OF VIRGINIA FOR THE TIME THE EXECUTIVE DIRECTOR AND SECRETARY/TREASURER SPEND ON FOUNDATION BUSINESS. THESE REIMBURSEMENTS ARE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AS PART OF THE ANNUAL BUDGET PROCESS. X 88 2708058 FMV STOCK MARKET QUOTES X GIFTS IN KIND 2 1827 COST 0 1 1 PART I, COLUMN (B): THE AMOUNT REPORTED IN PART 1, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THE FOUNDATION SOLICITS ITS OWN NON-CASH CONTRIBUTIONS BUT USES UNIVERSITY ADVANCEMENT SERVICES TO RECEIVE AND LIQUIDATE DONATED SECURITIES ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, TREASURER, AND AUDIT COMMITTEE REVIEW AND APPROVE THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH TRUSTEE, OFFICER, AND KEY EMPLOYEE IS PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND IS REQUIRED TO COMPLETE A DISCLOSURE FORM IDENTIFYING ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE FINANCE COMMITTEE ANNUALLY CERTIFIES TO THE BOARD OF TRUSTEES, IN WRITING, THE FOUNDATION'S COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION REIMBURSES THE UNIVERSITY OF VIRGINIA FOR THE TIME THE EXECUTIVE DIRECTOR AND SECRETARY/TREASURER SPEND ON FOUNDATION BUSINESS. THESE REIMBURSEMENTS ARE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AS PART OF THE ANNUAL BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE FROM THE PRIOR YEAR'S AUDITOR SELECTION OR OVERSIGHT PROCESSES. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE SELECTION OF THE AUDITOR AND FOR OVERSIGHT OF THE ANNUAL FINANCIAL STATEMENT AUDIT. VIRGINIA VENTURE FUND LLC 140 HOSPITAL DRIVE CHARLOTTESVILLE VA 22903 854020065 STUDENT INVESTING VA 0 19010 UVA MCINTIRE SCHOOL OF COMMERCE FND UVA MCINTIRE FOUNDATION OPERATING COMPANY LLC 140 HOSPITAL DRIVE CHARLOTTESVILLE VA 22903 880640565 NONE TO DATE VA 0 0 UVA MCINTIRE SCHOOL OF COMMERCE FND CHARITABLE REMAINDER TRUSTS (16) INVESTMENTS VA T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0