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← UNIVERSITY OF MARY WASHINGTON FOUNDATION

Form 990 for tax year 2023

Filed by UNIVERSITY OF MARY WASHINGTON FOUNDATION.

Totals

Total revenue
$28,903,550
Total expenses
$8,584,087
Contributions and grants received
$6,575,861
Grants paid
$4,470,460
Program service revenue
$825,547
Investment income
$22,999,111
Other revenue
-$1,496,969
Total assets, end of year
$133,326,315
Total liabilities, end of year
$12,608,904
Net assets or fund balances, end of year
$120,717,411
Program services expenses (Part IX)
$5,381,950
Management and general expenses
$2,815,493
Fundraising expenses
$386,644
Program service expenses (Part III)
$5,381,950

Program services were 62.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT BARRY ESQ

    CHAIR

    Total calculated
    $0
    Hours/week
    0.3

  • PATRICIA KEMP

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • ANN STEEN

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.3

  • SUE BRIDI

    TREASURER

    Total calculated
    $0
    Hours/week
    0.3

  • EDWARD ALLISON JR

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • KATIE TURCOTTE

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • ABAS ADENAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • ROSS BIERKAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JOHN BOWMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MIKHAEL CHARNOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • DAN CLENDENIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • DEVON CUSHMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JANEL DONOHUE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • DORI EGLEVSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • CRAIG ERWIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JUSTIN GERBEREUX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • DONNA GLADIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • MICHAEL JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • LOUIS MARMO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JUDGE KERWIN MILLER SR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • DON NEWLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • DR TROY PAINO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • VICKI RAVENEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JAMES REVERE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • XAVIER RICHARDSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • SARAH STRASSHEIM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • LESLIE TILGHMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • KOURTNEY WHITEHEAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • ROB WHITT III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • VICKY WILDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JEFF W ROUNTREE

    CEO

    Total calculated
    $300,394
    From this org
    $268,252
    From related orgs
    $0
    Other
    $32,142
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $268,252
    Bonus
    $0
    Other
    $0
    Deferred
    $18,811
    Nontaxable benefits
    $13,331
    Filer's total
    $300,394

  • GREGORY A BRANNER

    CFO/TREASURER TO 10/2023

    Total calculated
    $172,948
    From this org
    $142,312
    From related orgs
    $0
    Other
    $30,636
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $142,312
    Bonus
    $0
    Other
    $0
    Deferred
    $10,296
    Nontaxable benefits
    $20,340
    Filer's total
    $172,948

  • SHANNON WILLIAMS

    CONTROLLER

    Total calculated
    $123,309
    From this org
    $113,734
    From related orgs
    $0
    Other
    $9,575
    Hours/week
    55

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE FOUNDATION ESTABLISHED A NON-QUALIFIED DEFERRED COMPENSATION 457(F) PLAN FOR ITS CEO DURING FYE 2017. DURING 6/30/2024, THE FOUNDATION DID NOT MAKE A CONTRIBUTION TO THE PLAN.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ACADEMIC VILLAGE LLC

    REAL ESTATE HOLDING COMPANY · VA · income $0 · assets $0

    Directly controlled by EAGLE PROPERTY HOLDINGS LLC

  • EAGLE DEVELOPERS LLC

    CONSTRUCTION DEVELOPMENT · VA · income $0 · assets $0

    Directly controlled by EAGLE PROPERTY HOLDINGS LLC

  • EAGLE HOSPITALITY LLC

    SELECT SERVICE HOTEL · VA · income $13,828 · assets $0

    Directly controlled by EAGLE PROPERTY HOLDINGS LLC

  • EAGLE HOUSING LLC

    STUDENT HOUSING PROJECTS HOLDING COMPANY · VA · income $4,523,711 · assets $871,712

    Directly controlled by UNIVERSITY OF MARY WASHINGTON FOUNDATION

  • EAGLE LAND PROPERTIES LLC

    REAL ESTATE HOLDING COMPANY · VA · income $0 · assets $0

    Directly controlled by EAGLE PROPERTY HOLDINGS LLC

  • EAGLE PIZZA LLC

    RENTAL PROPERTY-RETAIL · VA · income $0 · assets $0

    Directly controlled by EAGLE PROPERTY HOLDINGS LLC

  • EAGLE PROPERTY HOLDINGS LLC

    REAL ESTATE HOLDING COMPANY · VA · income $248,338 · assets $16,688,833

    Directly controlled by UNIVERSITY OF MARY WASHINGTON FOUNDATION

  • EAGLE VILLAGE I LLC

    RENTAL PROPERTY-RETAIL · VA · income $10,577 · assets $229,957

    Directly controlled by EAGLE PROPERTY HOLDINGS LLC

  • EAGLE VILLAGE - ROGER DODGER LLC

    RENTAL PROPERTY-RETAIL · VA · income $7 · assets $0

    Directly controlled by EAGLE PROPERTY HOLDINGS LLC

  • SNOWDEN STREET LLC

    RENTAL PROPERTY-RETAIL · VA · income $0 · assets $0

    Directly controlled by EAGLE PROPERTY HOLDINGS LLC

  • TRANSITIONAL PROPERTIES LLC

    REAL ESTATE HOLDING COMPANY · VA · income $182,027 · assets $3,082

    Directly controlled by EAGLE PROPERTY HOLDINGS LLC

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349312274

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