2021-05-13T08:32:37-05:00 2020-06-30 540565834 MITCHELL WIGGINS & COMPANY LLP 1802 BAYBERRY COURT SUITE 300 RICHMOND VA 23226 990 2019-07-01 540757884 VIRGINIA COMMONWEALTH UNIVERSITY FOUNDATION VIRG 8048289292 PO BOX 843075 RICHMOND VA 232843075 LAURA KOTTKAMP EXECUTIVE DIRECTOR 8048289292 2021-05-10 1 M JAMES HARTSON JR CPA P00590214 8042826000 2021-05-10 2019 2022-09-23 18:48:47Z LAURA KOTTKAMP PO BOX 843075 RICHMOND VA 232843075 10869441 0 X WWW.VCUF.ORG X 1917 VA TO SUPPORT THE EDUCATIONAL,SCIENTIFIC & CHARITABLE ACTIVITIES OF VCU. 25 25 0 0 0 -31516 12212392 8886414 0 0 880167 459789 298820 290904 13391379 9637107 10995694 11387422 0 0 0 0 0 0 71622 2753927 748519 13749621 12135941 -358242 -2498834 118913323 117210353 37737895 36864497 81175428 80345856 1TO SUPPORT THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF VIRGINIA COMMONWEALTH UNIVERSITY AND RELATED ORGANIZATIONS. 0 0 11724026 11387422 290904 TO SUPPORT VIRGINIA COMMONWEALTH UNIVERSITY AND RELATED ORGANIZATIONS THROUGH THE MANAGEMENT OF INVESTED FUNDS AND THE ADMINISTRATION OF ACCOUNTS. 11724026 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 1 0 0 0 0 0 1 1 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X X THE ORGANIZATION 8048289292 700 WEST GRACE STREET RICHMOND VA 23284 X JOSEPH NADDER TRUSTEE 1.00 X 0 0 0 MADISON WOOTTON TRUSTEE 1.00 X 0 0 0 STUART SIEGEL EX-OFFICO TRUSTEE 1.00 X 0 0 0 CARL BURRELL TRUSTEE 1.00 X 0 0 0 DUKE DODSON TRUSTEE 1.00 X 0 0 0 MICHAEL JONES TRUSTEE 1.00 X 0 0 0 KEVIN NICHOLSON VICE PRESIDENT 1.00 X X 0 0 0 HATTIE HAMLIN TRUSTEE 1.00 X 0 0 0 CATHY SAUNDERS TRUSTEE 1.00 X 0 0 0 PAUL CARDER TRUSTEE 1.00 X 0 0 0 JIM GREGORY TRUSTEE 1.00 X 0 0 0 LYNN MCATEER TRUSTEE 1.00 X 0 0 0 JOHN PURNELL TRUSTEE 1.00 X 0 0 0 JOSEPH BARTHOLOMEW TRUSTEE 1.00 X 0 0 0 BRADFORD W WELLES TRUSTEE 1.00 X 0 0 0 DR MICHAEL RAO EX-OFFICO TRUSTEE 1.00 X 0 0 0 APRIL DUFF TRUSTEE 1.00 X 0 0 0 JOHN FINN TRUSTEE 1.00 X 0 0 0 PATRICIA WILKERSON PRESIDENT 1.00 X X 0 0 0 KENNETH JONES TRUSTEE 1.00 X 0 0 0 LESLIE WYATT TRUSTEE 1.00 X 0 0 0 JOHN ZEHEB TRUSTEE 1.00 X 0 0 0 WILLIAM MURRAY TRUSTEE 1.00 X 0 0 0 TIMOTHY NGUYEN TRUSTEE 1.00 X 0 0 0 JULIE WEISSEND TRUSTEE 1.00 X 0 0 0 TIMOTHY GRAF TREASURER 3.00 X 0 0 0 LAURA KOTTKAMP SECRETARY 40.00 X 0 0 0 0 0 0 0 0 0 0 0 8886414 277621 8886414 455578 455578 1236545 1232334 4211 4211 4211 ADMINISTRATIVE FEES 900099 290256 290256 OTHER REVENUE 900099 648 648 290904 9637107 290904 0 459789 11387422 11387422 344426 32406 240398 71622 23282 23282 22500 22500 140601 140601 UNCOLLECTIBLE CONTRIBUT 163597 163597 OTHER EXPENSES 54113 54113 12135941 11724026 340293 71622 21555511 20733532 9523122 7431184 16890 16890 0 0 4094164 3393069 82659114 84180316 1081412 1472252 118913323 117210353 1167864 835618 36570031 36028879 37737895 36864497 X 2614528 3091619 78560900 77254237 81175428 80345856 118913323 117210353 X -2498834 1433762 235500 X X 0 1 X 1 0 X 14627264 13450702 16207054 12212392 8886414 65383826 14627264 13450702 16207054 12212392 8886414 65383826 2488924 62894902 969505 203845 322837 566933 455578 2518698 712865 705695 715000 298820 290904 2723284 70625808 0.89050 0.87000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 50187057 1237235 935226 1516412 50843106 45674788 4749406 1657658 1894795 50187057 41176194 4389462 1237340 1128208 45674788 38652155 981810 2845271 1303042 41176194 38339686 2267596 -539116 1416011 38652155 0.05090 0.72150 0.22760 0 0 16890 16890 0 0 ALTERNATIVE INVESTMENT - RELATIVE VALUE 122743 F ALTERNATIVE INVESTMENT - DIVERSIFIED STRATEGIES 605 F ALTERNATIVE INVESTMENT - REAL ESATE 790602 F THE RAM FUND, LP 76905629 F THE RAM PRIVATE ASSETS FUND, LP 6360737 F 84180316 LIFE ANNUITIES 255178 DEPOSITS HELD FOR VCU 25613222 DEPOSITS HELD FOR VCU INTELLECTUAL PROPERTY FOUNDATION 1173119 DEPOSITS HELD FOR VCU ALUMNI ASSOCIATION 812586 DEPOSITS HELD FOR VCU REAL ESTATE FOUNDATION 8174774 36028879 X 10930268 1433762 1433762 9496506 140601 140601 9637107 11995340 0 11995340 140601 140601 12135941 PART V, LINE 4: THE VARIOUS ENDOWMENTS WERE ESTABLISHED TO SUPPORT THE FOUNDATION AND ITS MISSION. PART X, LINE 2: THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AT JUNE 30, 2020. 1 VIRGINIA COMMONWEALTH UNIVERSITY 912 W FRANKLIN POST OFFICE BOX 843035 RICHMOND VA 232843035 546001758 115 11387422 THE FOUNDATION EXISTS SOLELY TO ASSIST, SUPPORT, AND FOSTER VIRGINIA COMMONWEALTH UNIVERSITY IN ALL PROPER WAYS THAT MAY FROM TIME TO TIME BE APPROVED BY THE TRUSTEES OF THE FOUNDATION WITH THE GUIDANCE OF THE UNIVERSITY. THE FOUNDATION MANAGES AND DISTRIBUTES CURRENT AND ENDOWMENT GIFTS FOR ALL SCHOOLS, DEPARTMENTS, AND PROGRAMS THROUGHOUT THE UNIVERSITY WITH MAJOR EMPHASIS ON PROGRAMS FOR THE MONROE PARK CAMPUS. X 36 277621 QUOTED MARKET VALUES 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES ITS INVESTMENT CUSTODIAN TO SELL GIFTS OF SECURITIES, AND CONTRACTS WITH OTHER VENDORS AS NEEDED TO SELL OTHER NONCASH GIFTS. PART I, LINE 33: THE ORGANIZATION RECEIVED NONCASH GIFTS OF INVESTMENT SECURITIES IN THE AMOUNT OF $690,439 THAT WERE PLEDGE PAYMENTS ON PLEDGES RECORDED AS REVENUE IN PREVIOUS YEARS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION DISTRIBUTES A COPY OF THE FORM 990 TO ALL MEMBERS OF THE AUDIT COMMITTEE AND MAKES IT AVAILABLE FOR ALL OTHER BOARD MEMBERS PRIOR TO THE FORM BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES, ON AN ANNUAL BASIS, TO SIGN A CONFLICT OF INTEREST STATEMENT AND TO DISCLOSE THE EXISTENCE OF ANY CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION POSTS ITS CURRENT AUDITED FINANCIAL STATEMENTS AND FORM 990 ON ITS WEB SITE, EACH YEAR. IN ADDITION, COPIES OF THE AUDITED FINANCIAL STATEMENTS ARE SENT ELECTRONICALLY TO ALL DIRECTORS. IT IS THE POLICY OF THE ORGANIZATION TO MAKE AVAILABLE COPIES OF FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFICT OF INTEREST INFORMATION AND OTHER DOCUMENTS TO THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ANNUITY AGREEMENTS 50,022. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 189,752. TRANSFERS TO VIRGINIA COMMONWEALTH UNIVERSTIY AFFILIATED FOUNDATIONS -5,724. CHANGE IN VALUE OF BENEFICIAL INTEREST IN LIFE INSURANCE POLICY 1,450. FORM 990 PART XII - LINE 2(C) THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.