2019-05-13T08:49:40-05:00 2018-06-30 540565834 MITCHELL WIGGINS & COMPANY LLP 1802 BAYBERRY COURT SUITE 300 RICHMOND VA 23226 990 2017-07-01 540757884 VIRGINIA COMMONWEALTH UNIVERSITY FOUNDATION VIRG 8048289292 PO BOX 843075 RICHMOND VA 232843075 TIMOTHY A GRAF TREASURER 8048289292 2019-05-13 1 M JAMES HARTSON JR CPA P00590214 8042826000 96.89.27.153 2019-05-13 09:46:03 ED P 33D8A21E38CC4E3D1813353841D7844E97398F93 1878FE274C81DE47B47424110C4AF18EC6B4B80B 2017 2019-02-21 02:37:17Z THOMAS C BURKE PO BOX 843075 RICHMOND VA 232843075 20692151 0 X WWW.VCUF.ORG X 1917 VA TO SUPPORT THE EDUCATIONAL,SCIENTIFIC & CHARITABLE ACTIVITIES OF VCU. 22 22 0 0 0 246313 13450702 16207054 0 0 1074743 692093 705695 715000 15231140 17614147 25178368 13020005 0 0 0 0 0 0 73489 1057529 1139480 26235897 14159485 -11004757 3454662 113846633 118427886 38165797 37867220 75680836 80560666 TO SUPPORT THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF VIRGINIA COMMONWEALTH UNIVERSITY AND RELATED ORGANIZATIONS. 0 0 13763042 13020005 715000 TO SUPPORT VIRGINIA COMMONWEALTH UNIVERSITY AND RELATED ORGANIZATIONS THROUGH THE MANAGEMENT OF INVESTED FUNDS AND THE ADMINISTRATION OF ACCOUNTS. 13763042 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 13 0 1 0 1 1 0 0 0 1 1 1 1 0 0 X 22 22 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 JOE NADDER TRUSTEE 1.00 X 0 0 0 MADISON WOOTTON TRUSTEE 1.00 X 0 0 0 WILLIAM M GINTHER 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 PRESIDENT 1.00 X X 0 0 0 KEVIN NICHOLSON TRUSTEE 1.00 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 DR GAIL MOSKOWTIZ 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 MARK D HANSAN TRUSTEE 1.00 X 0 0 0 ELIZABETH A MASON TRUSTEE 1.00 X 0 0 0 PATRICIA WILKERSON VICE PRESIDENT 1.00 X X 0 0 0 TRACY KEMP STALLINGS 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 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 16207054 1638357 16207054 322837 322837 3447260 3078004 369256 369256 369256 ADMINISTRATIVE FEES 900099 715000 715000 715000 17614147 715000 0 692093 13020005 13020005 339272 32942 232841 73489 8359 8359 22500 22500 634922 634922 BAD DEBTS 75173 75173 MISCELLANEOUS 59254 59254 14159485 13763042 322954 73489 19651650 20630284 12690870 12534178 16890 16890 0 0 3198599 2971145 77122390 81129155 1183124 1163124 113846633 118427886 1449257 1225415 36716540 36641805 38165797 37867220 X 2945333 3003025 43922225 44247703 28813278 33309938 75680836 80560666 113846633 118427886 X 3454662 1627520 -202352 X X 0 1 X 1 0 X 17864532 15163540 14627264 13450702 16207054 77313092 17864532 15163540 14627264 13450702 16207054 77313092 4007686 73305406 791525 805300 969505 203845 322837 3093012 1426561 726003 712865 705695 715000 4286124 84692228 0.86560 0.85870 X 0 41176194 4389462 1237340 1128208 45674788 38652155 981810 2845271 1303042 41176194 38339686 2267596 -539116 1416011 38652155 36527990 2273294 991871 1453469 38339686 33126132 1861403 3997328 2456873 36527990 0.72930 0.27070 0 0 16890 16890 0 0 ALTERNATIVE INVESTMENT - RELATIVE VALUE 69502 F ALTERNATIVE INVESTMENT - DIVERSIFIED STRATEGIES 4885 F ALTERNATIVE INVESTMENT - REAL ESATE 2496546 F THE RAM FUND, LP 75206983 F THE RAM PRIVATE ASSETS FUND, LP 3351239 F 81129155 LIFE ANNUITIES 291465 DEPOSITS HELD FOR VCU 26586837 DEPOSITS HELD FOR VCU INTELLECTUAL PROPERTY FOUNDATION 1122023 DEPOSITS HELD FOR VCU ALUMNI ASSOCIATION 822762 DEPOSITS HELD FOR VCU REAL ESTATE FOUNDATION 7818718 36641805 X 18606745 1627520 1627520 16979225 634922 634922 17614147 13524563 0 13524563 634922 634922 14159485 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, 2018. 1 VIRGINIA COMMONWEALTH UNIVERSITY 912 W FRANKLIN POST OFFICE BOX 843035 RICHMOND VA 232843035 546001758 115 13020005 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 68 1638357 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 $997,699 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 47,871. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -81,861. TRANSFERS TO VIRGINIA COMMONWEALTH UNIVERSTIY AFFILIATED FOUNDATIONS -168,362. FORM 990 PART XII - LINE 2(C) THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.