2020-05-15T08:45:45-05:00 2019-06-30 540565834 MITCHELL WIGGINS & COMPANY LLP 1802 BAYBERRY COURT SUITE 300 RICHMOND VA 23226 990 2018-07-01 540757884 VIRGINIA COMMONWEALTH UNIVERSITY FOUNDATION VIRG 8048289292 PO BOX 843075 RICHMOND VA 232843075 LAURA KOTTKAMP EXECUTIVE DIRECTOR 8048289292 2020-05-12 1 M JAMES HARTSON JR CPA P00590214 8042826000 2020-05-12 96.89.27.153 2020-05-12 16:03:50 ED P F1D47B439FE3DD3B791CC058D66A4145C62AD77E 3C38FF13F590A9BB37EBB8E477DADA1D59C2AA6A 2018 2020-11-19 02:30:22Z LAURA KOTTKAMP PO BOX 843075 RICHMOND VA 232843075 13821365 0 X WWW.VCUF.ORG X 1917 VA TO SUPPORT THE EDUCATIONAL,SCIENTIFIC & CHARITABLE ACTIVITIES OF VCU. 25 25 0 0 0 -18613 16207054 12212392 0 0 692093 880167 715000 298820 17614147 13391379 13020005 10995694 0 0 0 0 0 0 76465 1139480 2753927 14159485 13749621 3454662 -358242 118427886 118913323 37867220 37737895 80560666 81175428 TO SUPPORT THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF VIRGINIA COMMONWEALTH UNIVERSITY AND RELATED ORGANIZATIONS. 0 0 13332162 10995694 298820 TO SUPPORT VIRGINIA COMMONWEALTH UNIVERSITY AND RELATED ORGANIZATIONS THROUGH THE MANAGEMENT OF INVESTED FUNDS AND THE ADMINISTRATION OF ACCOUNTS. 13332162 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 JOHN GRIER TRUSTEE 1.00 X 0 0 0 JOHN JACOBY TRUSTEE 1.00 X 0 0 0 CAROL MCCOY 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 THOMAS C BURKE SECRETARY 40.00 X 0 0 0 0 0 0 0 0 0 0 0 12212392 1278032 12212392 566933 566933 743220 429986 313234 313234 313234 ADMINISTRATIVE FEES 900099 298820 298820 298820 13391379 298820 0 880167 10995694 10995694 355753 34398 244890 76465 27821 27821 22000 22000 102763 102763 UNCOLLECTIBLE CONTRIBUT 2199307 2199307 OTHER EXPENSES 46283 46283 13749621 13332162 340994 76465 20630284 21555511 12534178 9523122 16890 16890 0 0 2971145 4094164 81129155 82659114 1163124 1081412 118427886 118913323 1225415 1167864 36641805 36570031 37867220 37737895 X 3003025 2614528 44247703 43055336 33309938 35505564 80560666 81175428 118427886 118913323 X -358242 1492518 -519514 X X 0 1 X 1 0 X 15163540 14627264 13450702 16207054 12212392 71660952 15163540 14627264 13450702 16207054 12212392 71660952 4071036 67589916 805300 969505 203845 322837 566933 2868420 726003 712865 705695 715000 298820 3158383 77687755 0.87000 0.86560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 45674788 4749406 1657658 1894795 50187057 41176194 4389462 1237340 1128208 45674788 38652155 981810 2845271 1303042 41176194 38339686 2267596 -539116 1416011 38652155 36527990 2273294 991871 1453469 38339686 0.05060 0.70750 0.24190 0 0 16890 16890 0 0 ALTERNATIVE INVESTMENT - RELATIVE VALUE 128587 F ALTERNATIVE INVESTMENT - DIVERSIFIED STRATEGIES 941 F ALTERNATIVE INVESTMENT - REAL ESATE 1521435 F THE RAM FUND, LP 76112099 F THE RAM PRIVATE ASSETS FUND, LP 4896052 F 82659114 LIFE ANNUITIES 347760 DEPOSITS HELD FOR VCU 26218714 DEPOSITS HELD FOR VCU INTELLECTUAL PROPERTY FOUNDATION 1151752 DEPOSITS HELD FOR VCU ALUMNI ASSOCIATION 825924 DEPOSITS HELD FOR VCU REAL ESTATE FOUNDATION 8025881 36570031 X 14781134 1492518 1492518 13288616 102763 102763 13391379 13646858 0 13646858 102763 102763 13749621 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, 2019. 1 VIRGINIA COMMONWEALTH UNIVERSITY 912 W FRANKLIN POST OFFICE BOX 843035 RICHMOND VA 232843035 546001758 115 10995694 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. 1 X 30 1278032 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 $521,745 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 -100,682. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 20,610. TRANSFERS TO VIRGINIA COMMONWEALTH UNIVERSTIY AFFILIATED FOUNDATIONS -49,685. RETURN OF DONOR CONTRIBUTION -397,159. CHANGE IN VALUE OF BENEFICIAL INTEREST IN LIFE INSURANCE POLICY 7,402. FORM 990 PART XII - LINE 2(C) THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.