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UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY

EIN 56-2462804 CHARLOTTESVLE, VA

Revenue 2024
$780,811,330
Expenses 2024
$32,863,515

Program services were 80.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B11
Classification
1000
Street
701 E WATER ST STE 4

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • ROBERT W DURDEN

    CEO/CIO

    Total calculated
    $5,014,567
    From this org
    $3,915,900
    From related orgs
    $0
    Other
    $1,098,667
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $838,545
    Bonus
    $766,767
    Other
    $2,310,588
    Deferred
    $1,069,213
    Nontaxable benefits
    $29,454
    Filer's total
    $5,014,567

  • E SARGENT MCGOWAN

    MANAGING DIRECTOR END 6/24

    Total calculated
    $2,729,483
    From this org
    $2,683,894
    From related orgs
    $0
    Other
    $45,589
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $240,638
    Bonus
    $525,000
    Other
    $1,918,256
    Deferred
    $31,556
    Nontaxable benefits
    $14,033
    Filer's total
    $2,729,483

  • LINDSAY R LARSEN

    MANAGING DIRECTOR

    Total calculated
    $2,376,453
    From this org
    $1,941,597
    From related orgs
    $0
    Other
    $434,856
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $575,884
    Bonus
    $441,667
    Other
    $924,046
    Deferred
    $419,213
    Nontaxable benefits
    $15,643
    Filer's total
    $2,376,453

  • JASON M LOVE

    MANAGING DIRECTOR

    Total calculated
    $2,154,507
    From this org
    $1,653,267
    From related orgs
    $0
    Other
    $501,240
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $445,973
    Bonus
    $466,667
    Other
    $740,627
    Deferred
    $469,213
    Nontaxable benefits
    $32,027
    Filer's total
    $2,154,507

  • ERIC J BUNDONIS

    MANAGING DIRECTOR

    Total calculated
    $2,028,959
    From this org
    $1,549,694
    From related orgs
    $0
    Other
    $479,265
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $438,781
    Bonus
    $458,333
    Other
    $652,580
    Deferred
    $452,547
    Nontaxable benefits
    $26,718
    Filer's total
    $2,028,959

  • J MATTHEW DORCHUCK

    MANAGING DIRECTOR

    Total calculated
    $1,865,635
    From this org
    $1,435,424
    From related orgs
    $0
    Other
    $430,211
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $398,877
    Bonus
    $433,333
    Other
    $603,214
    Deferred
    $402,547
    Nontaxable benefits
    $27,664
    Filer's total
    $1,865,635

  • KRISTINA M ALIMARD

    CHIEF OPERATING OFFICER

    Total calculated
    $1,575,919
    From this org
    $1,506,876
    From related orgs
    $0
    Other
    $69,043
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $591,837
    Bonus
    $850,000
    Other
    $65,039
    Deferred
    $35,880
    Nontaxable benefits
    $33,163
    Filer's total
    $1,575,919

  • JOHN M WINN

    GEN CNSL/CCO & SECRETARY

    Total calculated
    $1,503,249
    From this org
    $1,301,098
    From related orgs
    $0
    Other
    $202,151
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $410,062
    Bonus
    $319,167
    Other
    $571,869
    Deferred
    $169,213
    Nontaxable benefits
    $32,938
    Filer's total
    $1,503,249

  • ADRIENNE C CLOUGH

    MANAGING DIRECTOR

    Total calculated
    $1,490,177
    From this org
    $1,136,790
    From related orgs
    $0
    Other
    $353,387
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $435,000
    Bonus
    $408,333
    Other
    $293,457
    Deferred
    $352,547
    Nontaxable benefits
    $840
    Filer's total
    $1,490,177

  • ALLISON P GILLAM

    CHIEF FINANCIAL OFFICER

    Total calculated
    $1,193,417
    From this org
    $973,219
    From related orgs
    $0
    Other
    $220,198
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $351,182
    Bonus
    $325,000
    Other
    $297,037
    Deferred
    $185,880
    Nontaxable benefits
    $34,318
    Filer's total
    $1,193,417

  • JENNIFER W DAVIS

    DIRECTOR

    Total calculated
    $997,376
    From this org
    $0
    From related orgs
    $804,743
    Other
    $192,633
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $723,359 related
    Bonus
    $0 + $72,293 related
    Other
    $0 + $9,091 related
    Deferred
    $0 + $145,786 related
    Nontaxable benefits
    $0 + $46,847 related
    Filer's total
    $0 + $997,376 related

  • ROBERT S HAMEL

    DIRECTOR

    Total calculated
    $809,695
    From this org
    $661,313
    From related orgs
    $0
    Other
    $148,382
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $262,891
    Bonus
    $300,000
    Other
    $98,422
    Deferred
    $130,145
    Nontaxable benefits
    $18,237
    Filer's total
    $809,695

  • BLAKE A FISCHER

    DIRECTOR OF TECHNOLOGY

    Total calculated
    $662,821
    From this org
    $602,473
    From related orgs
    $0
    Other
    $60,348
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $276,407
    Bonus
    $325,000
    Other
    $1,066
    Deferred
    $31,255
    Nontaxable benefits
    $29,093
    Filer's total
    $662,821

  • JEFFERY M BARNES

    DIRECTOR

    Total calculated
    $454,402
    From this org
    $394,134
    From related orgs
    $0
    Other
    $60,268
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $241,573
    Bonus
    $151,500
    Other
    $1,061
    Deferred
    $28,850
    Nontaxable benefits
    $31,418
    Filer's total
    $454,402

  • SHI LIU

    SENIOR ASSOCIATE

    Total calculated
    $413,194
    From this org
    $378,879
    From related orgs
    $0
    Other
    $34,315
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $228,436
    Bonus
    $150,000
    Other
    $443
    Deferred
    $27,370
    Nontaxable benefits
    $6,945
    Filer's total
    $413,194

  • JOHN P CONNAUGHTON

    CHAIR - BOD BEG 7/24

    Total calculated
    $0
    Hours/week
    2

  • MITCHELL R COHEN

    DIRECTOR (FORMER CHAIR - BOD)

    Total calculated
    $0
    Hours/week
    2

  • TIMOTHY P O'HARA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HENRY H MCVEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • THOMAS J BALTIMORE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANDREW T MULDERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMES B MURRAY JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • GEORGE K MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH K WEYMOUTH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RICHARD TED WESCHLER

    DIRECTOR BEG 7/24

    Total calculated
    $0
    Hours/week
    2

The first 25 listed. 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 — 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $780,811,330
    Expenses
    $32,863,515
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $912,342,229
    Expenses
    $42,707,252
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $355,289,212
    Expenses
    $32,219,659
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

Nonprofiteer parses the Form 990 only. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.