2025-04-29T07:47:56-05:00 2024-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2023-07-01 541638774 THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE FOUNDATION INC UNIV 2763280129 1 COLLEGE AVENUE WISE VA 242934400 MRS VALERIE LAWSON EXECUTIVE DIRECTOR 2763280129 2025-04-28 1 0 TRAVIS W SIMPSON P00481332 4342962156 2023 2025-03-06 01:10:19Z MRS VALERIE LAWSON 1 COLLEGE AVENUE WISE VA 242934400 4528509 0 X WWW.VIRGINIA.EDU/FOUNDATIONS X 1991 VA TO AID AND SUPPORT THE ACADEMIC, ATHLETIC AND STUDENT LIFE PROGRAMS OF UVA'S COLLEGE AT WISE. 32 32 0 35 0 0 3448480 4325113 198878 162836 5362 8065 0 4031 3652720 4500045 2784884 1513200 0 0 0 0 0 0 138922 1512833 2437481 4297717 3950681 -644997 549364 39465978 42600225 8044 21518 39457934 42578707 X THE PURPOSE OF THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE FOUNDATION, INC. IS TO AID AND SUPPORT THE ACADEMIC, ATHLETIC AND STUDENT LIFE PROGRAMS OF THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE BY SOLICITING AND OBTAINING FUNDS FOR THE (CONTINUED ON SCHEDULE O) FURTHERANCE OF THOSE PROGRAMS. THE FOUNDATION ALSO SOLICITS AND RAISES FUNDS FOR THE PURCHASE AND MANAGEMENT OF PROPERTY, IMPROVED OR UNIMPROVED, EXCLUSIVELY FOR THE EDUCATIONAL BENEFIT OF THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE. 0 0 2921370 1513200 64276 THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE FOUNDATION, IN CONJUNCTION WITH THE COLLEGE'S OFFICE OF ADVANCEMENT, RAISES FUNDS IN SUPPORT OF ACADEMICS. GIFTS SUPPORT ENDOWED FUNDS DESIGNATED FOR PROFESSORSHIPS, LECTURESHIPS, SCHOLARSHIPS, AWARDS, AND OPERATIONAL SUPPORT. IN ADDITION, FUNDS ARE RAISED TO SUPPORT EXPERIENTIAL LEARNING OPPORTUNITIES SUCH AS STUDY ABROAD, UNDERGRADUATE RESEARCH, AND INTERNSHIPS. THE COLLEGE'S TOTAL ENROLLMENT FOR THE YEAR WAS 1,230. OF THIS NUMBER, APPROXIMATELY 75% OF THE STUDENTS AT THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE WERE ELIGIBLE FOR SOME FORM OF FINANCIAL ASSISTANCE AND A HIGH PERCENTAGE OF STUDENTS HAVE NO FAMILY SUPPORT. 579 STUDENTS RECEIVED SCHOLARSHIPS OR AWARDS FOR THE YEAR ENDED JUNE 30, 2024. 805618 98560 THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE FOUNDATION, IN CONJUNCTION WITH THE COLLEGE'S OFFICE OF ADVANCEMENT SOLICITS AND OBTAINS FUNDS TO SUPPORT THE COLLEGE'S ATHLETIC PROGRAM. GIFTS SUPPORT SCHOLARSHIPS, GENERAL OPERATING EXPENSES, AND SPECIAL PROJECTS THAT PROMOTE THE SUCCESS OF THE ATHLETIC PROGRAM AND STUDENT ATHLETES. 3726988 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 44 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 32 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 HI MD MA NH NJ NY OR SC RI X UNIVERSITY OF VIRGINIA FOUNDATION 4349824848 PO BOX 400218 CHARLOTTESVILLE VA 229044218 X MRS DAWNEDA F WILLIAMS PRESIDENT 1.00 X X 0 0 0 MRS VALERI COLYER VICE PRESIDENT 1.00 X X 0 0 0 MRS MARCIA ADAMS GILLIAM CHAIR 1.00 X X 0 0 0 MRS VALERIE S LAWSON SECRETARY/CHIEF OPERATING 4.00 X X 0 0 0 MR CHARLES LAWSON TREASURER 1.00 X X 0 0 0 MR DAVID W MARTEL UVA PRESIDENT APPOINTEE 1.00 X 0 0 0 MR MARVIN W GILLIAM JR BOARD OF VISITORS REPRESEN 1.00 X 0 0 0 MR DON M GREEN PAST PRESIDENT 1.00 X 0 0 0 MR ROBBIE BLEVINS DIRECTOR 1.00 X 0 0 0 MR JOHN BRICKEY III DIRECTOR 1.00 X 0 0 0 MRS JONETTE CARPENTER DIRECTOR 1.00 X 0 0 0 DR DON CAUDILL DIRECTOR 1.00 X 0 0 0 MR JAMES S COX DIRECTOR 1.00 X 0 0 0 MR DIRK DAVIS DIRECTOR 1.00 X 0 0 0 MR ROBERT ENGLAND DIRECTOR 1.00 X 0 0 0 MRS DAWN GILBERT DIRECTOR 1.00 X 0 0 0 MS JUDY HARDING DIRECTOR 1.00 X 0 0 0 MRS DONNA PRICE HENRY DIRECTOR 1.00 X 0 0 0 MR THOMAS KENNEDY DIRECTOR 1.00 X 0 0 0 MR R BRUCE LOWE DIRECTOR 1.00 X 0 0 0 MR RICK D MEADE DIRECTOR 1.00 X 0 0 0 MR DUANE A MILLER DIRECTOR 1.00 X 0 0 0 MRS KIMBERLY D MULLINS DIRECTOR 1.00 X 0 0 0 MR RICK L MULLINS DIRECTOR 1.00 X 0 0 0 MRS RHONDA M PERKINS DIRECTOR 1.00 X 0 0 0 MR JOSEPH A SCOTT DIRECTOR 1.00 X 0 0 0 MS JUDY SHORTT DIRECTOR 1.00 X 0 0 0 MR MARION W SMITH JR DIRECTOR 1.00 X 0 0 0 MR STEWART SPRADLIN DIRECTOR 1.00 X 0 0 0 MRS JEANNIE STALLARD DIRECTOR 1.00 X 0 0 0 MR BILL THOMPSON DIRECTOR 1.00 X 0 0 0 MS SANTANA VASQUEZ DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 4325113 60071 4325113 AUXILIARY SERVICES 611600 162836 162836 162836 8065 8065 32495 28464 4031 4031 4500045 162836 0 12096 1513200 1513200 41680 41680 177715 155772 8792 13151 17905 16995 455 455 17445 16519 926 202819 101333 6459 95027 4699 4699 FACILITY & EQUIPMENT SU 1276519 1276519 COMPENSATION SUPPORT 522234 522234 DUES AND FEES 68677 49694 18983 UNIFORMS 47906 47906 59882 26816 3703 29363 3950681 3726988 84771 138922 3316138 3524006 1682490 1925746 18658 20658 30576692 32521815 3872000 4608000 39465978 42600225 5746 13016 2298 8502 8044 21518 X 1819861 1828041 37638073 40750666 39457934 42578707 39465978 42600225 X 549364 2204602 366807 X X 0 1 X 1 0 X 2401304 1857225 3579007 3448480 4325113 15611129 26000 26000 36000 31000 35000 154000 2427304 1883225 3615007 3479480 4360113 15765129 4973679 10791450 2177 58 230 5362 8065 15892 15781021 734115 0.68380 0.67350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30426234 1094035 2204602 1360225 32364646 29690356 1984004 515776 1763902 30426234 30896087 1573096 -1692003 1086824 29690356 21388612 299777 10245551 1037853 30896087 21014517 313710 1082471 1022086 21388612 0.04435 0.60058 0.35507 0 0 0 POOLED INVESTMENTS HELD BY UVIMCO 32521815 F 32521815 CHARITABLE GIFT ANNUITIES 4608000 4608000 DEPOSIT LIABILITIES 8502 8502 X 7134918 2204602 35000 395271 2634873 4500045 0 4500045 4014145 35000 28464 63464 3950681 0 3950681 PART V, LINE 4: AMOUNTS INVESTED IN THE ENDOWMENT FUND ARE TO BE USED BASED ON THE DONOR'S OR BOARD'S RESTRICTIONS TO FUND SUPPORT FOR THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE, INCLUDING SCHOLARSHIPS, SCHOOL SUPPORT AND OPERATING EXPENSES. 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: SPECIAL EVENT EXPENSES OFFSET AGAINST SPECIAL EVENT INCOME 28,464. GAIN ON VALUATION OF BENEFICIAL INTEREST IN CHARITABLE GIFT ANNUITY 366,807. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES OFFSET AGAINST SPECIAL EVENT INCOME 28,464. GOLF TOURNAMENT 32495 32495 4546 22290 1628 32495 32495 4546 22290 1628 28464 4031 1 SCHOLARSHIPS AND AWARDS - THE SCHOLARSHIPS ARE BASED ON NEED AND MERIT. 579 1513200 PART I, LINE 2: GRANTS AND OTHER ASSISTANCE TO GOVERNMENTS AND ORGANIZATIONS IN THE UNITED STATES: THE FOUNDATION GRANTS AMOUNTS DIRECTLY TO THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE (THE UNIVERSITY). ALL FUNDS ARE USED DIRECTLY IN COMPLETING THE EDUCATIONAL PURPOSE OF THE UNIVERSITY. GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS IN THE UNITED STATES: THE SCHOLARSHIPS AWARDED TO STUDENTS AT THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE (THE UNIVERSITY) ARE BASED UPON NEED AND MERIT. THE SCHOLARSHIPS AND AWARDS ARE TO BE USED TO SUPPORT THE RECIPIENTS WHILE ATTENDING THE UNIVERSITY IN FURTHERANCE OF THEIR EDUCATIONAL PURSUITS. X 1 2462 QUOTED MARKET VALUES X PROGRAM SUPPLIES 10 57609 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE FOUNDATION REPORTS THE NUMBER OF CONTRIBUTIONS RATHER THAN THE NUMBER OF ITEMS RECEIVED. PART I, LINE 32B: THE FOUNDATION USES A LOCAL STOCK BROKER AS THEIR DESIGNATED THIRD PARTY TO RECEIVE AND LIQUIDATE DONATED SECURITIES. FORM 990, PART VI, SECTION A, LINE 2 MR. MARVIN W. GILLIAM, JR. AND MRS. MARCIA GILLIAM - FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FOUNDATION'S FINANCE COMMITTEE UPON ITS COMPLETION. THE BOARD IS OFFERED A FINAL VERSION OF FORM 990 UPON ITS COMPLETION. THE FORM IS FILED AND MADE AVAILABLE FOR PUBLIC INSPECTION BOTH AT THE FOUNDATION AND THROUGH THE UNIVERSITY OF VIRGINIA'S OFFICE OF PUBLIC RELATIONS. FORM 990, PART VI, SECTION B, LINE 12C FOLLOWING APPOINTMENT TO OFFICE, DIRECTORS AND OFFICERS OF THE FOUNDATION SHALL BE INFORMED OF THE CONFLICT OF INTEREST POLICY. ON AN ANNUAL BASIS, EACH DIRECTOR AND OFFICER SHALL CERTIFY IN WRITING TO THE BOARD OF DIRECTORS THAT, TO THE BEST OF HIS/HER KNOWLEDGE AND BELIEF, HE/SHE HAS ACTED IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE EXECUTIVE DIRECTOR SHALL BE RESPONSIBLE FOR DISSEMINATION OF THE POLICY, THE COMPLETION OF THE ANNUAL CERTIFICATIONS, AND REPORTING NON-COMPLIANCE TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S FORM 1023 AND 990 ARE MADE AVAILABLE FOR PUBLIC INSPECTION BOTH AT THE FOUNDATION AND THROUGH THE UNIVERSITY OF VIRGINIA'S OFFICE OF PUBLIC RELATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS CAN BE DISTRIBUTED TO THE PUBLIC UPON REQUEST. HOWEVER, REQUESTS ARE SUBJECT TO THE APPROVAL OF THE FOUNDATION'S BOARD AND THE FOUNDATION'S CONSIDERATION OF THE INTENDED USE OF THE REQUESTED DOCUMENTS. FORM 990, PART XI, LINE 9: LOSS ON VALUATION OF BENEFICIAL INTEREST IN CHARITABLE GIFT AGREEMENT 366,807. FORM 990, PART XII, LINE 2B THE FOUNDATION WAS INCLUDED IN COMBINED AUDITED FINANCIAL STATEMENTS FOR THEIR JUNE 30, 2024 FISCAL YEAR. THE COMBINED FINANCIAL STATEMENTS INCLUDE SUPPLEMENTAL SCHEDULES THAT REPORT THE FOUNDATION'S FINANCIAL STATEMENTS ON A SEPARATE BASIS. THE FINANCIAL STATEMENTS WERE COMBINED WITH THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE ALUMNI ASSOCIATION, WHICH IS NOT CONSIDERED A RELATED ORGANIZATION FOR PURPOSES OF THIS FORM 990. THE FINANCIAL STATEMENTS ARE COMBINED DUE TO COMMON MANAGEMENT OF THE ORGANIZATIONS. FORM 990, PART XII, LINE 2C THE FOUNDATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR SELECTION AND RETENTION OF INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CHARITABLE REMAINDER UNITRUST (1) TRUST/INVESTMENT VA THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE FOUNDATION T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0