2017-11-10T09:00:13-06:00 2017-06-30 540565834 MITCHELL WIGGINS & COMPANY LLP 1802 BAYBERRY COURT SUITE 300 RICHMOND VA 23226 990 2016-07-01 541808901 VIRGINIA COMMONWEALTH UNIVERSITY SCHOOL OF ENGINEERING FOUNDATION VIRG 8048281475 601 WEST MAIN STREET ROOM 433 RICHMOND VA 232843068 PAUL F ROCHELEAU EXEC. DIR. STRATEGIC PROGRAMS 8048281475 2017-11-08 1 M JAMES HARTSON JR CPA P00590214 8042826000 96.89.27.153 2017-11-08 11:21:51 ES P 944A8F30753D8103F2B6E0257E3BE3FF03703F63 D77CF7C6EF4754BD73C312CDA8AE072B5A9022F2 2016 2017-02-10 21:41:12Z PAUL F ROCHELEAU 601 WEST MAIN STREET-ROOM 433 RICHMOND VA 232843068 19552110 0 X WWW.EGR.VCU.EDU X 1995 VA TO SUPPORT THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF VCU SCHOOL OF ENGINEERING. 28 28 0 0 0 -20257 960965 9726529 3188564 3203533 3458633 904416 17153 17360 7625315 13851838 2485153 5282932 0 0 0 0 0 0 0 4456816 4744039 6941969 10026971 683346 3824867 122831357 126391007 86409888 76233439 36421469 50157568 TO SUPPORT THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF VIRGINIA COMMONWEALTH UNIVERSITY SCHOOL OF ENGINEERING. 0 0 9907053 5282932 3220893 SUPPORT VIRGINIA COMMONWEALTH UNIVERSITY THROUGH THE MANAGEMENT OF THE SCHOOL OF ENGINEERING PROPERTY AND FUNDS. 9907053 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 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 2 0 1 0 1 1 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X THE ORGANIZATION 8048281475 601 WEST MAIN STREET ROOM 433 RICHMOND VA 232843068 X P TEMPLE BALLARD TRUSTEE 1.00 X 0 0 0 WILLIAM H GOODWIN JR CHAIRMAN EMERITUS 1.00 X X 0 0 0 PAUL F ROCHELEAU TRUSTEE 1.00 X 0 0 0 JENNIFER BOYKIN TRUSTEE 1.00 X 0 0 0 DAVID E BARLOW TRUSTEE 1.00 X 0 0 0 MARK CRUISE PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER A GROOME TRUSTEE 1.00 X 0 0 0 STEVE HENDERSON TRUSTEE 1.00 X 0 0 0 WILLIAM K LAMP TRUSTEE 1.00 X 0 0 0 JOHN A LUKE JR TRUSTEE 1.00 X 0 0 0 STEVEN R LINDGREN TRUSTEE 1.00 X 0 0 0 NIMISHA MUKHERJEE TRUSTEE 1.00 X 0 0 0 MARY DOSWELL TRUSTEE 1.00 X 0 0 0 GREG SITKIEWICZ TRUSTEE 1.00 X 0 0 0 DR MICHAEL RAO EX OFFICIO TRUSTEE 1.00 X 0 0 0 BARBARA D BOYAN EX OFFICIO TRUSTEE 1.00 X 0 0 0 MICHAEL B DOWDY EX OFFICIO TRUSTEE 1.00 X 0 0 0 LARRY CUMMINGS TRUSTEE 1.00 X 0 0 0 HANS DE KONING TRUSTEE 1.00 X 0 0 0 THOMAS E GOTTWALD TRUSTEE 1.00 X 0 0 0 MARTIN PRAKKEN TRUSTEE 1.00 X 0 0 0 BRIAN RIOPELLE TRUSTEE 1.00 X 0 0 0 JEFFREY T STANFIELD TRUSTEE 1.00 X 0 0 0 JASON BUTLER TRUSTEE 1.00 X 0 0 0 JULIA CAIN TRUSTEE 1.00 X 0 0 0 DAN NEWIRTH TRUSTEE 1.00 X 0 0 0 MARSHA RAPPLEY TRUSTEE 1.00 X 0 0 0 DAN SHUBER TRUSTEE 1.00 X 0 0 0 CHUNG-CHEE TAI TRUSTEE 1.00 X 0 0 0 SCOTT UKROP TRUSTEE 1.00 X 0 0 0 ANDY HOBSON TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 9726529 996224 9726529 RENT FROM VCU 531120 3203533 3203533 3203533 10243 10243 6594445 5700272 894173 894173 894173 MISCELLANEOUS 900099 17360 17360 17360 13851838 3220893 0 904416 5282932 5282932 398 398 18500 18500 76821 76821 13051 8184 4867 1985 1985 6408 6408 4332 870 3462 1615148 1615148 2388679 2388679 19993 13995 5998 OTHER EXPENSES 515169 505297 9872 LIFE INSURANCE EXPENSE 44740 44740 BAD DEBT EXPENSE 38815 38815 10026971 9907053 119918 0 170137 0 3356387 3096330 805312 6208368 72888830 30042019 47200983 42846811 70686817 74225109 611721 14389 122831357 126391007 57751972 52073837 24441386 22436248 4216530 1723354 86409888 76233439 X 20606699 24974807 3221403 10448314 12593367 14734447 36421469 50157568 122831357 126391007 X 3824867 7493415 2417817 X X 0 1 X 1 0 X 1619185 725644 1034333 960965 9726529 14066656 1619185 725644 1034333 960965 9726529 14066656 8955642 5111014 64330 4843 937 14921 10243 95274 14161930 17561788 0.36090 0.62830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67177001 2422170 8299485 10904933 66993723 73043634 2873744 -4578404 4161973 67177001 74723514 1023923 2112046 4815849 73043634 15936943 53431328 9198660 3843417 74723514 15907399 22828 597619 590903 15936943 0.72080 0.21990 0.05930 0 0 2800000 1057317 3857317 68997681 30027593 38970088 33832 14426 19406 42846811 INTERNATIONAL FUND 17461394 F LONG/SHORT HEDGED EQUITY FUNDS 56366622 F CASH SURRENDER VALUE OF LIFE INSURANCE 397093 F 74225109 X 23763070 7493415 2417817 9911232 13851838 0 13851838 10026971 0 10026971 0 10026971 PART V, LINE 4: THE VARIOUS ENDOWMENTS WERE ESTABLISHED TO SUPPORT THE FOUNDATION AND ITS MISSION. PART X, LINE 2: THE FOUNDATION FOLLOWS GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REGARDING "ACCOUNTING FOR UNCERTAIN TAX POSITIONS" THAT PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE FOUNDATION'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. THE TAX YEARS OF 2014 TO 2016 REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. THE FOUNDATION INCLUDES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES IN OPERATING EXPENSES. THE ORGANIZATION DID NOT HAVE PENALTIES AND INTEREST EXPENSES FOR THE YEAR ENDED JUNE 30,2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON INTEREST RATE SWAP 2,417,817. 1 VIRGINIA COMMONWEALTH UNIVERSITY 912 W FRANKLIN STREET POST OFFICE BOX 843035 RICHMOND VA 232843035 546001758 115 2076333 1151257 PRESENT VALUE ADJUSTMENT FOR ACCRUED CONTRIBUTION TO VCU FOR FUTURE RENT ASSISTANCE IS PROVIDED IN ORDER TO SUPPORT THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF VIRGINIA COMMONWEALTH UNIVERSITY. VIRGINIA COMMONWEALTH UNIVERSITY 912 W FRANKLIN STREET POST OFFICE BOX 843035 RICHMOND VA 232843035 546001758 115 0 2055342 COST REAL PROPERTY - LAND ASSISTANCE IS PROVIDED IN ORDER TO SUPPORT THE EDUCATIONAL, SCIENTIFIC AND CHARITABLE ACTIVITIES OF X 1 996224 QUOTED MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B NONE. FORM 990, PART VI, SECTION B, LINE 12C THEY ARE REQUIRED TO DISCLOSE ANY AND ALL POSSIBLE CONFLICTS OF INTEREST AT LEAST ANNUALLY OR AS THEY ARISE. FORM 990, PART VI, SECTION C, LINE 19 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: UNREALIZED GAIN ON INTEREST RATE SWAP AGREEMENT 2,417,817. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.