Form 990 for tax year 2023
Filed by UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION.
Totals
- Total revenue
- $39,585,259
- Total expenses
- $17,792,708
- Contributions and grants received
- $39,085,089
- Grants paid
- $12,064,029
- Program service revenue
- $49,217
- Investment income
- $450,953
- Other revenue
- $0
- Total assets, end of year
- $194,140,923
- Total liabilities, end of year
- $175,692
- Net assets or fund balances, end of year
- $193,965,231
- Program services expenses (Part IX)
- $14,801,432
- Management and general expenses
- $803,643
- Fundraising expenses
- $2,187,633
- Program service expenses (Part III)
- $14,801,432
Program services were 83.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JOHN A GRIFFIN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD D TADLER
EXECUTIVE VICE-PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
STUART T EVANS
EXECUTIVE DIRECTOR
- Total calculated
- $141,733
- From this org
- $141,733
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
ROBERT W THARPE II
SECRETARY AND TREASURER
- Total calculated
- $24,049
- From this org
- $24,049
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
ANN G BACKOF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BALTIMORE THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANN KIM CHUNG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MITCHELL R COHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN P CONNAUGHTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PETER E ENGEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SABINA ANSELMA EWING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DONALD E FLOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARK E GALANT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KRISSY GATHRIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NEIL J BARR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT G HARPER IV
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JAMES G HARRIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PATRICK D HOGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NICOLE THORNE JENKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT M KELLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
H MERRITT LANE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
P JEFFREY LECK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARK LUELLEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KATHLEEN E MALLAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CRAIG W PACKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOSHUA D PAULSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CURTIS W SCHADE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS W SHUMWAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRADLEY E SINGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN G STATHIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY C WALKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
EARL E WEBB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT M WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CATHERINE M WHITTIER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RYAN WRIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
FARHAD ZAMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHANNON NASH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHARLES DAVIES
SENIOR SOFTWARE DEVELOPER
- Total calculated
- $151,940
- From this org
- $120,695
- From related orgs
- $0
- Other
- $31,245
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $120,695
- Bonus
- $0
- Other
- $0
- Deferred
- $15,712
- Nontaxable benefits
- $15,533
- Filer's total
- $151,940
-
ERIN EIGENBROT
DIRECTOR OF MAJOR GIFTS
- Total calculated
- $136,111
- From this org
- $124,280
- From related orgs
- $0
- Other
- $11,831
- Hours/week
- 40
-
ALLEN HOOVER - DIRECTOR
OF MEDIA AND DESIGN
- Total calculated
- $156,938
- From this org
- $125,959
- From related orgs
- $0
- Other
- $30,979
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $125,959
- Bonus
- $0
- Other
- $0
- Deferred
- $15,722
- Nontaxable benefits
- $15,257
- Filer's total
- $156,938
-
MATTHEW SPOSATO - ENTERPRISE
SOFTWARE ARCHITECT
- Total calculated
- $158,992
- From this org
- $127,620
- From related orgs
- $0
- Other
- $31,372
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $127,620
- Bonus
- $0
- Other
- $0
- Deferred
- $15,940
- Nontaxable benefits
- $15,432
- Filer's total
- $158,992
-
JAMES HEETDERKS
DIRECTOR OF BUSINESS OPS.
- Total calculated
- $146,598
- From this org
- $117,001
- From related orgs
- $0
- Other
- $29,597
- Hours/week
- 40
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
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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 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.
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
-
$11,048,049
GRANTS AND ALLOCATIONS - TRANSFER TO UVA
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.
-
STUDENT INVESTING · VA · income $0 · assets $19,010
Directly controlled by UVA MCINTIRE SCHOOL OF COMMERCE FND
-
UVA MCINTIRE FOUNDATION OPERATING COMPANY LLC
NONE TO DATE · VA · income $0 · assets $0
Directly controlled by UVA MCINTIRE SCHOOL OF COMMERCE FND
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUSTS (16)
T · INVESTMENTS · VA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423559349300902
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