2025-01-15T09:19:49-06:00 2024-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2023-07-01 201154531 UNIVERSITY OF VA SCHOOL OF ARCHITECTURE UNIV 4349247717 PO BOX 400218 CHARLOTTESVILLE VA 229044218 STEVEN WINGFIELD EXECUTIVE DIRECTOR 4349247717 2025-01-15 1 0 MONTE J GLANZER P01301538 4342962156 2023 2024-10-15 13:58:12Z STEVEN WINGFIELD PO BOX 400218 CHARLOTTESVILLE VA 229044218 1529044 0 X HTTP://WWW.ARCH.VIRGINIA.EDU/SUPPORT/FOUNDATION X 2004 VA PROMOTE THE STUDY AND TEACHING OF ARCHITECTURE AT THE UNIVERSITY OF VIRGINIA THROUGH DIRECT FINANCIAL ASSISTANCE AND THROUGH STUDENT AND ALUMNI SUPPORT. 24 24 0 90 0 0 1087078 1448100 0 0 5773 39495 0 0 1092851 1487595 274202 306669 0 0 654967 688708 0 0 604029 375478 714212 1304647 1709589 -211796 -221994 17750520 18588580 135221 133263 17615299 18455317 X ESTABLISHED IN 2004, THE SCHOOL OF ARCHITECTURE FOUNDATION EXISTS TO SUPPORT AND FOSTER THE STUDY AND TEACHING OF ARCHITECTURE AND ITS RELATED DISCIPLINES AT THE UNIVERSITY OF VIRGINIA, AND TO AID, STRENGTHEN, AND EXTEND IN EVERY PROPER AND USEFUL MANNER THE WORK, SERVICES AND OBJECTIVES OF THE SCHOOL OF ARCHITECTURE. ITS PRIMARY GOAL IS TO ACHIEVE A HIGH STANDARD OF EXCELLENCE AND LEADERSHIP IN SERVICE TO, AND IN COLLABORATION WITH, THE UVA SCHOOL OF ARCHITECTURE COMMUNITY ON GROUNDS AND BEYOND. 0 0 926170 306669 DIRECT SUPPORT PROVIDED TO THE UNIVERSITY OF VIRGINIA SCHOOL OF ARCHITECTURE INCLUDING SUPPORT FOR STUDENTS AND ALUMNI. 926170 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 AK AR CA CO KS ME MA MN NH OR PA SC UT WA DC HI X UNIVERSITY OF VIRGINIA FOUNDATION 4349824848 ONE BOARS HEAD POINTE CHARLOTTESVILLE VA 22903 DAVID HARESIGN BOARD PRESIDENT 5.00 X X 0 0 0 JEFFREY MURPHY BOARD VICE PRESIDENT 3.00 X X 0 0 0 PETER DANIEL TREASURER 3.00 X X 0 0 0 ALEC GARBINI SECRETARY 2.00 X X 0 0 0 SHELBY PRUETT TRUSTEE 2.00 X 0 0 0 TIMOTHY CHAPMAN TRUSTEE 2.00 X 0 0 0 WENDY BARNES TRUSTEE 2.00 X 0 0 0 BARBARA FRIED TRUSTEE 2.00 X 0 0 0 JENNA RIPPLE TRUSTEE 2.00 X 0 0 0 ROBERT SPONSELLER TRUSTEE 2.00 X 0 0 0 SHARON ANN MILLER TRUSTEE 2.00 X 0 0 0 RUSTY CONNER TRUSTEE 2.00 X 0 0 0 SCOTT SOTTILE TRUSTEE 2.00 X 0 0 0 ALEXANDRA VALMARANA TRUSTEE 2.00 X 0 0 0 GUY GEIER TRUSTEE 2.00 X 0 0 0 LIZ HAYES TRUSTEE 2.00 X 0 0 0 GEORGE KEITH MARTIN TRUSTEE 2.00 X 0 0 0 SILVIA ERSKINE TRUSTEE 2.00 X 0 0 0 ZENA HOWARD TRUSTEE 2.00 X 0 0 0 PAUL WEINSCHENK TRUSTEE 2.00 X 0 0 0 ROGER PATTON JANSSEN TRUSTEE 2.00 X 0 0 0 MARK LUELLEN TRUSTEE 2.00 X 0 0 0 DEAN MALO HUTSON TRUSTEE 2.00 X 0 0 0 MARCUS HURLEY TRUSTEE 2.00 X 0 0 0 STEVEN WINGFIELD EXECUTIVE DIRECTOR 40.00 X 158461 0 34832 158461 0 34832 1 0 1 0 0 1448100 35371 1448100 39461 39461 41483 41449 34 34 34 1487595 0 0 39495 306669 306669 551027 195846 52611 302570 137681 22930 114751 4025 4025 44572 44572 33630 33630 4079 408 408 3263 10944 63 9222 1659 92145 17890 7890 66365 115146 3750 111396 8127 8127 INSTRUCTION 393359 393359 HONORARIUMS AND INTERNS 8185 8185 1709589 926170 179390 604029 1701665 1038136 14913 0 1952650 1914670 11042778 12433512 3038514 3202262 17750520 18588580 79193 112235 56028 21028 135221 133263 X 41943 -86035 17573356 18541352 17615299 18455317 17750520 18588580 X -221994 827002 235010 X X 0 1 X 1 0 X 2741340 2364608 2421213 1087078 1448100 10062339 149035 112240 112240 181003 152304 706822 2890375 2476848 2533453 1268081 1600404 10769161 2577957 8191204 29927 30202 35270 509 39461 135369 10904530 0.75120 0.77090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11042778 404871 827002 606007 33630 11635014 10579015 715325 214702 440488 25776 11042778 9746892 1785917 -562559 368887 22348 10579015 6265501 673501 3151934 330362 13682 9746892 5980112 284167 326848 313174 12452 6265501 0.73660 0.26340 0 1 0 0 POOLED ENDOWMENT 12433512 F 12433512 BENEFICIAL INTEREST IN PERPETUAL TRUST 833262 BENEFICIAL INTEREST IN SPLIT INTEREST AGREEMENTS 2369000 3202262 DEPOSIT LIABILITIES 21028 21028 X 2668281 827002 152304 235010 1214316 1453965 33630 33630 1487595 1828263 152304 152304 1675959 33630 33630 1709589 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE FUNDS HAVE BEEN RECORDED AND CLASSIFIED BASED ON DONOR-RESTRICTIONS. PART X, LINE 2: THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: VALUATION ADJUSTMENT FOR BENEFICIAL INTEREST IN PERPETUAL TRUST 9,748. VALUATION ADJUSTMENT FOR BENEFICIAL INTEREST SPLIT INTEREST AGREEMENTS 154,000. DISTRIBUTIONS FROM BENEFICIAL INTEREST IN PERPETUAL TRUSTS 41,834. CHANGE TO PROMISES TO GIVE VALUATION 29,428. 1 UNIVERSITY OF VIRGINIA PO BOX 440224 CHARLOTTESVILLE VA 229044221 546011796 170(B)(1)(A)(VI) 0 306669 DIRECT SUPPORT PROVIDED TO THE UNIVERSITY OF VIRGINIA SCHOOL OF ARCHITECTURE. PART I, LINE 2: THE FOUNDATION GRANTS AMOUNTS DIRECTLY TO THE UNIVERSITY OF VIRGINIA SCHOOL OF ARCHITECTURE (SCHOOL). ALL FUNDS ARE USED DIRECTLY IN COMPLETING THE EDUCATIONAL PURPOSE OF THE SCHOOL. 1 X X X 0 0 0 0 0 0 0 0 0 STEVEN WINGFIELD EXECUTIVE DIRECTOR 148018 0 10000 0 443 0 22076 0 12756 0 193293 0 0 0 X 7 35371 0 0 1 1 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. EACH CONTRIBUTION COULD INCLUDE MULTIPLE SHARES OF STOCK. PART I, LINE 32B: THE FOUNDATION USES UNIVERSITY ADVANCEMENT SERVICES AND A SECURITIES BROKER TO PROCESS AND SELL DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITORS PROVIDE THE AUDITED FINANCIAL STATEMENTS AND FEDERAL FORM 990 TO MANAGEMENT. MANAGEMENT DISTRIBUTES THE REPORTS TO THE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY OF VIRGINIA SCHOOL OF ARCHITECTURE FOUNDATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY TO BOARD MEMBERS ON AN ANNUAL BASIS AND REQUIRES SIGNED DISCLOSURES FROM EACH MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY REVIEW INCLUDED A REVIEW THAT WAS CONDUCTED BY THE UNIVERSITY OF VIRGINIA CENTRAL ADVANCEMENT HUMAN RESOURCES TEAM (HR TEAM). THE HR TEAM'S REVIEW INCLUDED SALARY COMPARISONS ACROSS THE UNIVERSITY OF VIRGINIA (UVA) AND WITH OTHER PEER UNIVERSITIES TO ASSESS APPROPRIATENESS AND COMPETITIVENESS. THE ASSISTANT VICE PRESIDENT OF ADVANCEMENT OF UVA, THE DEAN OF THE SCHOOL OF ARCHITECTURE, THE PRESIDENT OF THE FOUNDATION BOARD, AND THE TREASURER OF THE FOUNDATION BOARD ALL PARTICIPATED IN THE REVIEW PROCESS AND APPROVED THE FINAL INCREASE IN SALARY. FORM 990, PART VI, SECTION C, LINE 18 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: VALUATION ADJUSTMENT FOR BENEFICIAL INTEREST IN PERPETUAL TRUST 9,748. VALUATION ADJUSTMENT FOR BENEFICIAL INTEREST IN SPLIT INTEREST AGREEMENTS 154,000. DISTRIBUTIONS FROM BENEFICIAL INTEREST IN PERPETUAL TRUSTS 41,834. CHANGE TO PROMISES TO GIVE VALUATION 29,428. FORM 990, PART XII, LINE 2C: OVERSIGHT PROCESS: NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS DURING THE FISCAL YEAR. SCHEDULE D PARTS XII, LINE 21 AND XIII, LINE 2A: INCOMING FOUNDATION BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. DUE TO ITS SIZE AND THAT THE UNIVERSITY OF VIRGINIA ADHERES TO A STRICT HONOR SYSTEM, THE FOUNDATION IS CONFIDENT THAT BOARD MEMBERS WILL REPORT CONFLICTS OF INTEREST AS THEY ARISE, AND AS A RESULT DOES NOT MONITOR THE POLICY. SCHEDULE D PARTS XII, LINE 2B AND XIII, LINE 2A: DETAILS OF CONTRIBUTED SERVICES: THE FOUNDATION RECEIVES CONTRIBUTED SERVICES FROM THE UNIVERSITY OF VIRGINIA IN THE FORM OF STAFF TIME AND FACILITIES. THE AMOUNT OF THE CONTRIBUTED SERVICES IS BASED ON THE PERCENTAGE OF TIME AND THE FACILITIES ATTRIBUTABLE TO THE FOUNDATION'S OPERATIONS. THE EXPENSED CONTRIBUTED SERVICES OF $181,003 ARE CLASSIFIED AS FOLLOWS: PROGRAM: $35,564 MANAGEMENT AND GENERAL: $49,746 FUND-RAISING: $95,693 CHARITABLE REMAINDER UNITRUST (3) INVESTMENTS VA UVASOAF T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0