2025-12-08T11:33:00-06:00 2025-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2024-07-01 412097394 UNIVERSITY OF VIRGINIA HEALTH FOUNDATION UNIV 4349248432 P O BOX 800773 CHARLOTTESVILLE VA 229080773 AMY S KARR EXECUTIVE DIRECTOR 4349245905 2025-12-05 1 0 MONTE J GLANZER P01301538 4342962156 2024 2025-03-06 01:10:19Z AMY S KARR P O BOX 800773 CHARLOTTESVILLE VA 229080773 22689815 0 X HTTP://UVAHEALTHFOUNDATION.ORG X 2003 VA THE UNIVERSITY OF VIRGINIA HEALTH FOUNDATION SEEKS TO BENEFIT AND SUPPORT THE STUDY AND TEACHING OF MEDICINE AND NURSING AT THE UNIVERSITY OF VIRGINIA. THE FOUNDATION FURTHER SEEKS TO SUPPORT THE UNIVERSITY OF VIRGINIA HEALTH SYSTEM BY FUNDING RESEARCH AND IMPROVEMENTS TO PATIENT CARE WHILE ENHANCING THE CREATION AND DISSEMINATION OF KNOWLEDGE ABOUT THE HEALTH SYSTEM. 21 21 0 345 0 0 16703054 15768647 0 0 1019673 1135777 0 0 17722727 16904424 9196816 8456645 0 0 0 0 0 0 50976 319337 323369 9516153 8780014 8206574 8124410 107614175 121584163 577177 108456 107036998 121475707 X THE UNIVERSITY OF VIRGINIA HEALTH FOUNDATION SEEKS TO BENEFIT AND SUPPORT THE STUDY AND TEACHING OF MEDICINE AND NURSING AT THE UNIVERSITY OF VIRGINIA. THE FOUNDATION FURTHER SEEKS TO SUPPORT THE UNIVERSITY OF VIRGINIA HEALTH SYSTEM BY FUNDING RESEARCH AND IMPROVEMENTS TO PATIENT CARE WHILE ENHANCING THE CREATION AND DISSEMINATION OF KNOWLEDGE ABOUT THE HEALTH SYSTEM. 0 0 8456960 8456645 SUPPORTING RESEARCH, EDUCATION AND PATIENT CARE AT THE UNIVERSITY OF VIRGINIA HEALTH SYSTEM. PRIORITIES INCLUDE FUNDRAISING FOR CANCER, CHILDREN'S HEALTH, NEUROSCIENCES, DIABETES, HEART AND THE SCHOOLS OF NURSING AND MEDICINE. 8456960 1 1 0 0 0 0 0 0 0 0 0 1 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA CO IL KS KY ME MD MA MI MN NH NJ NY OH OR DC SC UT WA X UNIVERSITY OF VIRGINIA FOUNDATION 4349824848 ONE BOARS HEAD POINTE CHARLOTTESVILLE VA 22903 SHERI KLEIN CHAIR 2.00 X X 0 0 0 BRET HOLDEN TRUSTEE 1.00 X 0 0 0 ROSEMARY POSTLE TRUSTEE 1.00 X 0 0 0 AMANDA MCCORRY TRUSTEE 1.00 X 0 0 0 JERRY PENG TRUSTEE 1.00 X 0 0 0 DAVID LANDIN TRUSTEE 1.00 X 0 0 0 MARK M LUELLEN EX-OFFICIO 1.00 X 0 0 0 MELINA KIBBE EX-OFFICIO 1.00 X 0 0 0 KEN BOTSFORD EX-OFFICIO 1.00 X 0 0 0 PAMELA EDMONDS TRUSTEE 1.00 X 0 0 0 ELIZABETH CARR TRUSTEE 1.00 X 0 0 0 ALDEN ENGLISH TRUSTEE 1.00 X 0 0 0 RICHARD MAYO TRUSTEE 1.00 X 0 0 0 MARIANNA BAERNHOLDT EX-OFFICIO 1.00 X 0 0 0 MITCHELL ROSNER EX-OFFICIO 1.00 X 0 0 0 DENISE SHERER TRUSTEE 1.00 X 0 0 0 WENDY HORTON EX-OFFICIO 1.00 X 0 0 0 ELIZABETH MINNIGH TRUSTEE 1.00 X 0 0 0 ANGELA OAKEY TRUSTEE 1.00 X 0 0 0 ARIANA WILLIAMS TRUSTEE 1.00 X 0 0 0 ROBERT BYRON TRUSTEE 1.00 X 0 0 0 AMY S KARR EXECUTIVE DIRECTOR 8.00 X 63256 0 14229 63256 0 14229 0 0 0 1 UVA INVESTMENT MANAGEMENT COMPANY 701 E WATER STREET 4TH FLOOR CHARLOTTESVILLE VA 22902 MANAGEMENT FEES 109445 1 15768647 5307767 15768647 1061982 1061982 5859186 5785391 73795 73795 73795 16904424 0 0 1135777 8456645 8456645 73390 73390 150406 150406 26057 315 11593 14149 17701 17701 28553 28553 8111 8111 REGISTRATION FEES 11360 25 11335 DUES AND SUBSCRIPTIONS 7791 7791 8780014 8456960 272078 50976 10193882 7001391 18244896 26600383 21909705 17863662 0 454 54977959 67316811 2287733 2801462 107614175 121584163 98087 0 396000 44000 83090 64456 577177 108456 X 931347 1163790 106105651 120311917 107036998 121475707 107614175 121584163 X 8124410 7243336 -929037 X X 0 1 X 1 0 X 6586671 9538066 12594367 16703054 15768647 61190805 256294 311204 326151 402110 461264 1757023 6842965 9849270 12920518 17105164 16229911 62947828 13889269 49058559 6154 25100 612693 1016727 1061982 2722656 93 93 65670577 0.74700 0.70190 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 93. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54977959 8560580 7243337 3314659 150406 67316811 48729555 4874050 3776659 2251732 150573 54977959 47643818 2290106 963341 2051811 115899 48729555 48985309 3094316 -2416511 1912342 106954 47643818 32104711 2633448 15976825 1659644 70031 48985309 0.71610 0.28390 1 0 0 ENDOWMENT FUNDS 67316811 F 67316811 DEPOSIT LIABILITIES 64456 64456 X 24438307 7243336 461264 -20311 7684289 16754018 150406 150406 16904424 9090872 461264 461264 8629608 150406 150406 8780014 PART V, LINE 4: AMOUNTS INVESTED IN THE ENDOWMENT FUND ARE TO BE USED BASED ON THE DONORS' RESTRICTION TO FUND SUPPORT FOR NURSING AND MEDICAL EDUCATION, PATIENT CARE, AND RESEARCH. 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: CHANGE IN VALUE OF INTEREST IN CHARITABLE GIFT ANNUITIES CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES CHANGE TO PROMISES TO GIVE VALUATION 0 UNIVERSITY OF VIRGINIA MADISON HALL CHARLOTTESVILLE VA 22904 546001796 501(C)(3) 8456645 0 SUPPORT RESEARCH, EDUCATION, PATIENT CARE AND BUILDING AND FACILITIES DEVELOPMENT 0 0 0 0 0 0 0 0 0 AMY S KARR EXECUTIVE DIRECTOR 61091 0 2000 0 165 0 6593 0 7636 0 77485 0 0 0 FORM 990, PART VII, LINE 5 AND SCHEDULE J, PART II: AMY KARR IS EXECUTIVE DIRECTOR OF THE FOUNDATION. AMY RECEIVES COMPENSATION FROM THE UNIVERSITY OF VIRGINIA, AN UNRELATED ORGANIZATION. THE COMPENSATION REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II REPRESENTS AN ESTIMATE OF HER TIME AND EFFORTS RELATED TO FOUNDATION AFFAIRS AND DOES NOT REPRESENT ADDITIONAL COMPENSATION ABOVE WHAT IS RECEIVED FROM UVA. ADDITIONALLY, THE COMPENSATION REPORTED ON FORM 990 AND SCHEDULE J IS INCLUDED IN THE TOTAL OF CONTRIBUTED SERVICE AMOUNT REPORTED ON SCHEDULE D, PART XI, LINE 2B AND PART XII, LINE 2A. X 16 5307767 QUOTED MARKET VALUES 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 AUDIT REPORT WAS PRESENTED TO THE BOARD ON OCTOBER 10, 2025. THE FORM 990, INCLUDING ALL RELATED SCHEDULES, WAS DISTRIBUTED ELECTRONICALLY TO THE BOARD OF TRUSTEES AND APPROVAL WAS RECEIVED UNANIMOUSLY PRIOR TO THE FILING OF THIS RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF TRUSTEES IS REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY EVERY YEAR. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST IN CHARITABLE GIFT ANNUITIES 402,000. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 8,729. CHANGE TO PROMISES TO GIVE VALUATION -431,040. TRANSFER OF ENDOWMENT FUNDS TO UNIVERSITY OF VIRGINIA -908,726. 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 2B AND XIII, LINE 2A DETAILS OF CONTRIBUTED SERVICES: THE FOUNDATION RECEIVES CONTRIBUTED SERVICES FROM THE UNIVERSITY OF VIRGINIA HEALTH SYSTEM 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 CONTRIBUTED SERVICES OF $402,110 ARE CLASSIFIED AS ALL MANAGEMENT AND GENERAL FOR THE YEAR ENDED JUNE, 30, 2024. CHARITABLE REMAINDER UNITRUST (6) TRUST/INVESTMENTS VA UVA HEALTH FOUNDATION T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0