2025-12-23T14:59:37-06:00 2025-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2024-07-01 510159775 THE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION UNIV 4342432049 PO BOX 400173 CHARLOTTESVILLE VA 22904 CATHERINE M WHITTIER EXECUTIVE DIRECTOR 4342432049 2025-12-23 1 0 TRAVIS W SIMPSON P00481332 4342962156 2024 2025-03-06 01:10:19Z CATHERINE M WHITTIER PO BOX 400173 CHARLOTTESVILLE VA 22904 22757292 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. 35 33 29 346 0 0 39085089 14997240 49217 86748 450953 1040398 0 10228 39585259 16134614 12064029 7069840 0 0 3415883 3654045 0 0 2433879 2312796 3032023 17792708 13755908 21792551 2378706 194140923 213161488 175692 174267 193965231 212987221 TO FURTHER THE AIMS AND PURPOSES OF THE UVA MCINTIRE SCHOOL OF COMMERCE THROUGH RAISING FUNDS, PROVIDING SCHOLARSHIPS, AND SUPPORTING THE SCHOOL'S SEVEN CENTERS OF EXCELLENCE. 0 0 3243014 134248 96976 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 TO TAKE PART IN CONTEMPLATIVE SCIENCES, PARTICIPATE IN STUDENT INVESTMENT CLUBS, AND ENHANCE THEIR ABILITIES TO CREATE, MANAGE, AND LEAD HIGH-PERFORMING TEAMS. EXECUTIVE DEVELOPMENT PROGRAMS OFFER PRACTITIONERS CURRENT SKILLS IN AN EVOLVING BUSINESS ENVIRONMENT THROUGH THE LATEST RESEARCH AND THE POWER OF THE MCINTIRE SCHOOL'S WORLD-CLASS FACULTY. 1290217 1290217 THE FOUNDATION PROVIDED NEED- AND MERIT-BASED SCHOLARSHIPS AND AWARDS TO APPROXIMATELY 186 UNDERGRADUATE AND GRADUATE STUDENTS DURING THE 2024-25 ACADEMIC YEAR. 5645375 5645375 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. 10178606 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 1 0 0 0 0 1 14 0 29 1 0 0 0 0 0 0 0 0 0 0 0 0 X 35 33 0 0 1 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 NH NJ NY OH OR SC WA DC NV X JAMES HEETDERKS 4342977989 PO BOX 400173 UNIVERSITY OF VA CHARLOTTESVILLE VA 22904 CATHERINE M WHITTIER EXECUTIVE DIRECTOR 20.00 X X 55477 0 0 STUART T EVANS EXECUTIVE DIRECTOR (THRU 8-15-2024) 20.00 X X 103824 0 0 ROBERT W THARPE II SECRETARY AND TREASURER 5.00 X X 30170 0 0 KEVEN LINDEMANN - EXECUTIVE DIRECTOR, WRB CENTER FOR REAL ESTATE 40.00 X 193624 0 42298 MATTHEW SPOSATO ENTERPRISE SOFTWARE ARCHITECT 40.00 X 132836 0 32771 CHARLES DAVIES SENIOR SOFTWARE DEVELOPER 40.00 X 132418 0 32915 ALLEN HOOVER DIRECTOR OF MEDIA AND DESIGN 40.00 X 130207 0 37783 JAMES HEETDERKS DIRECTOR OF BUSINESS OPERATIONS 40.00 X 124268 0 36541 JOHN A GRIFFIN PRESIDENT 1.00 X X 0 0 0 RICHARD D TADLER EXECUTIVE VICE-PRESIDENT 1.00 X X 0 0 0 ANN G BACKOF TRUSTEE 1.00 X 0 0 0 THOMAS BALTIMORE TRUSTEE 1.00 X 0 0 0 NEIL J BARR 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 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 SHANON NASH 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 JOHN G STATHIS TRUSTEE 1.00 X 0 0 0 RICHARD D TADLER 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 JR 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 902824 0 182308 6 0 1 0 LES YEUX DU MONDE 841 WOLF TRAP RD CHARLOTTESVILLE VA 22911 CONSULTING SERVICES 422071 UNIVERSITY OF VIRGINIA INVESTMENT MANAGE PO BOX 400125 CHARLOTTESVILLE VA 22904 INVESTMENT MANAGEMENT 344576 LISA SETTE GALLERY 210 E CATALINA DR PHOENIX AZ 85012 CONSULTING SERVICES 255600 STORYFARM NEW MEDIA LLC 506 S DALLAS ST BALTIMORE MD 21231 CONSULTING SERVICES 222500 THE UNIVERSITY OF VIRGINIA ALUMNI ASSOCI PO BOX 400314 CHARLOTTESVILLE VA 22904 ACCOUNTING SERVICES 151459 5 14997240 6624367 14997240 CONFERENCE FEES 611600 86748 86748 86748 1012983 1012983 6650093 6622678 27415 27415 27415 MISCELLANEOUS REVENUE 900099 10228 10228 10228 16134614 96976 0 1040398 5748123 5748123 1321717 1321717 153540 64528 89012 2693498 1165848 196148 1331502 293741 127065 21371 145305 314475 136691 21472 156312 198791 84606 17664 96521 19637 2584 17053 88742 88742 344576 344576 750043 501494 191288 57261 75155 71494 3661 30987 16170 634 14183 356122 248963 73198 33961 6929 1690 5239 317998 190336 900 126762 128794 44919 770 83105 5707 5707 64872 5123 59749 MEALS AND ALUMNI EVENTS 589782 280198 878 308706 BRANDED GIFTS AND HONOR 106260 75890 257 30113 POSTAGE AND PRINTING 51039 19543 52 31444 DUES AND SUBSCRIPTIONS 47677 38857 1140 7680 47703 27060 9619 11024 13755908 10178606 1143423 2433879 5151974 21646291 32912916 24632691 128786 180618 476065 466496 15277 9569 17903929 13693039 133631644 147405994 4396397 5593286 194140923 213161488 15386 8345 160306 165922 175692 174267 X 10677725 11112218 183287506 201875003 193965231 212987221 194140923 213161488 2378706 16643284 0 X X 0 1 X 1 0 X 23721542 20533748 19405271 39085089 14997240 117742890 23721542 20533748 19405271 39085089 14997240 117742890 32074604 85668286 109361 326 187607 725951 1012983 2036228 119779118 484476 0.71520 0.71930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 136379030 6267603 16332990 1321717 5636292 1442374 150579240 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 0.03400 0.66600 0.30000 0 0 476065 466496 9569 9569 ALUMNI ASSOC. / UVIMCO LT POOL 147405994 F 147405994 ACCRUED SALARIES 132004 AGENCY ACCOUNTS 33918 165922 X 33743216 16643284 1197038 112856 17953178 15790038 344576 344576 16134614 14721226 1197038 112856 1309894 13411332 344576 344576 13755908 PART V, LINE 4: DONOR-RESTRICTED AND BOARD-DESIGNATED ENDOWMENTS WILL CONTINUE TO SUPPORT THE MCINTIRE SCHOOL OF COMMERCE AND ITS STUDENTS, WITH FUNDS FOR EDUCATION AND RESEARCH PROGRAMS, SCHOLARSHIPS AND AWARDS, PROFESSORSHIPS AND 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: INCREASE IN BAD DEBT ALLOWANCE NETTED WITH CONTRIBUTIONS ON 990 112,856. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN BAD DEBT ALLOWANCE NETTED WITH CONTRIBUTIONS ON 990 112,856. EUROPE FUNDRAISING/ALUMNI ENGAGEMENT 23088 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, FUNDRAISING/ALUMNI ENGAGEMENT 62658 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, FUNDRAISING/ALUMNI ENGAGEMENT 1370 NORTH AMERICAN - CANADA AND MEXICO FUNDRAISING/ALUMNI ENGAGEMENT 4807 0 0 0 0 0 0 91923 0 91923 0 0 0 0 0 0 1 THE UNIVERSITY OF VIRGINIA PO BOX 400173 CHARLOTTESVILLE VA 22904 546001796 501(C)(3) 5645375 0 GRANTS AND ALLOCATIONS - TRANSFER TO UVA 1 AWARDS AND SCHOLARSHIPS 186 1310717 RESEARCH GRANTS 2 11000 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 KEVEN LINDEMANN - EXECUTIVE DIRECTOR, WRB CENTER FOR REAL ESTATE 193624 0 0 0 0 0 20616 0 21682 0 235922 0 0 0 MATTHEW SPOSATO ENTERPRISE SOFTWARE ARCHITECT 132836 0 0 0 0 0 16733 0 16038 0 165607 0 0 0 CHARLES DAVIES SENIOR SOFTWARE DEVELOPER 132418 0 0 0 0 0 16871 0 16044 0 165333 0 0 0 ALLEN HOOVER DIRECTOR OF MEDIA AND DESIGN 130207 0 0 0 0 0 16546 0 21237 0 167990 0 0 0 JAMES HEETDERKS DIRECTOR OF BUSINESS OPERATIONS 124268 0 0 0 0 0 15843 0 20698 0 160809 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 84 6622678 FMV STOCK MARKET QUOTES X GIFTS IN KIND 1 1688 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 A, LINE 4 THE FOUNDATION MADE REVISIONS TO ITS ARTICLES OF INCORPORATION AND BYLAWS, MOST OF WHICH WERE MINOR AND INTENDED TO IMPROVE CLARITY. HOWEVER, TWO SIGNIFICANT CHANGES WERE MADE: (1) A PROVISION WAS ADDED TO ENSURE THAT EX OFFICIO TRUSTEES, UNIVERSITY EMPLOYEES, AND MEMBERS OF THE UNIVERSITY'S BOARD OF VISITORS WILL NEVER CONSTITUTE A MAJORITY OF THE FOUNDATION'S TRUSTEES; AND (2) A MINIMUM NUMBER OF ELECTED TRUSTEES WAS ESTABLISHED TO ENSURE THAT ELECTED TRUSTEES ALWAYS COMPRISE A MAJORITY OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, TREASURER, AND AUDIT COMMITTEE REVIEW AND APPROVE THE FORM 990 BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO COMPLETE A DISCLOSURE FORM IDENTIFYING ANY ACTUAL OR POTENTIAL CONFLICTS. THE FINANCE COMMITTEE ANNUALLY CERTIFIES IN WRITING TO THE BOARD OF TRUSTEES, IN WRITING, THAT THE FOUNDATION'S IS IN COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT DIRECTLY COMPENSATE ANY OFFICERS, SINCE THEY ARE EMPLOYEES OF THE UNIVERSITY. HOWEVER, THE FOUNDATION REIMBURSES THE UNIVERSITY OF VIRGINIA FOR THE TIME THE EXECUTIVE DIRECTOR AND SECRETARY/TREASURER DEDICATE TO 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 WERE NO CHANGES TO THE AUDITOR SELECTION OR OVERSIGHT PROCESSES COMPARED TO THE PRIOR YEAR. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REMAINS RESPONSIBLE FOR SELECTING OF THE AUDITOR AND OVERSEEING THE ANNUAL FINANCIAL STATEMENT AUDIT. VIRGINIA VENTURE FUND LLC 140 HOSPITAL DRIVE CHARLOTTESVILLE VA 22903 854020065 STUDENT INVESTING VA 0 18927 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 (15) INVESTMENTS VA T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0