2017-05-03T13:05:29-05:00 2016-06-30 KPMG LLP 1676 INTERNATIONAL DRIVE McLean VA 22102 990 2015-07-01 540485595 UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION % VP AND CFO UNIV 4342439000 PO BOX 400314 CHARLOTTESVILLE VA 22904 DONNA R AREHART VP AND CFO 4342439009 2017-05-02 true WHITNEY E BLAIR P01226647 7032868000 2017-05-02 2015 2021-01-29 14:40:06Z C THOMAS FAULDERS III 211 EMMET STREET SOUTH CHARLOTTESVILLE VA 22903 55693452 false X WWW.ALUMNI.VIRGINIA.EDU X 1838 VA TO BUILD THE STRONGEST BOND BETWEEN THE UNIVERSITY AND ITS ALUMNI, SERVING AS THE VOICE AND CONSCIENCE OF ALUMNI, AND SERVING THE UNIVERSITY AND ITS MISSION. 39 39 90 1852 716432 -154442 41603153 44091896 5318042 6037264 1829385 591844 509732 330726 49260312 51051730 39089237 38061679 0 0 5425589 6168119 0 0 1018543 4598467 4746731 49113293 48976529 147019 2075201 323368854 317075364 100300892 96103901 223067962 220971463 X THE MISSION OF THE ALUMNI ASSOCIATION IS TO BUILD THE STRONGEST BOND BETWEEN THE UNIVERSITY AND ITS ALUMNI BY SERVING ALL OF THE UNIVERSITY'S ALUMNI AND STUDENTS, SERVING AS THE VOICE AND THE CONSCIENCE OF ALUMNI, AND SERVING THE UNIVERSITY AND ITS MISSION. false false 39789623 38061679 1258566 THE ASSOCIATION, PROVIDES THE UNIVERSITY COMMUNITY WITH GIFT PROCESSING, FINANCIAL AND ENDOWMENT MANAGEMENT SERVICES THROUGH ITS GIFT PROCESSING CENTER AND THE UVA FUND PROGRAM RESPECTIVELY. THE GIFT PROCESSING CENTER RECEIVES AND PROCESSES OVER 200,000 TRANSACTIONS ANNUALLY FOR THE GREATER UNIVERSITY COMMUNITY. THE UVA FUND OFFERS FINANCIAL AND ENDOWMENT MANAGEMENT SERVICES TO UNIVERSITY RELATED FOUNDATIONS, STUDENT ORGANIZATIONS, ALUMNI CLUBS AND CHAPTERS, AND HUNDREDS OF ENDOWMENTS, SCHOLARSHIPS AND RESTRICTED ACCOUNTS FOR THE UNIVERSITY COMMUNITY. THE ASSOCIATION ALSO MANAGES AND ADMINISTERS THE JEFFERSON TRUST PROGRAM, WHICH PROVIDES ANNUAL GRANTS TO PROJECTS THAT ENHANCE THE UNIVERSITY AS A PREEMINENT GLOBAL INSTITUTION OF HIGHER LEARNING. FEES ARE GENERATED BY THESE SERVICES ON A COST RECOVERY BASIS. 4102288 3274492 ALUMNI AFFAIRS THE ASSOCIATION WELCOMES THOUSANDS OF ALUMNI BACK TO UVA THROUGH A PLETHORA OF EVENTS, ACTIVITIES AND SERVICES IN MEANINGFUL, OFTEN EDUCATIONAL, WAYS THAT STRENGTHEN THE BOND BETWEEN ALUMNI AND THEIR ALMA MATER. THE ANNUAL REUNIONS FESTIVITIES BRINGS ALUMNI BACK BASED ON CLASS YEAR, WHILE OTHER REUNIONS AND EVENTS ARE GEARED TOWARDS AFFINITY INTERESTS AND PROVIDE ADDITIONAL OPPORTUNITIES FOR ALUMNI TO RECONNECT. ADDITIONAL PROGRAMMING INCLUDES ALUMNI CAREER COUNSELING, CLASS TRUSTEES AND CLASS COUNCILS, SOCIAL AND EDUCATIONAL EVENTS SURROUNDING FOOTBALL GAMES AND MORE THAN 150 STUDENT EVENTS DESIGNED TO BUILD COMMUNITY AND CLASS IDENTITY. 2030228 1504206 ALUMNI COMMUNICATIONS - THE ASSOCIATION IS A VIBRANT CENTER OF COMMUNICATIONS FOR ALUMNI, PARENTS, STUDENTS AND FACULTY, USING A VARIETY OF MEDIA, INCLUDING PRINT, ONLINE, MOBILE, TABLET AND VIDEO. THESE PLATFORMS COMBINE TO PROVIDE TIMELY AND ACCURATE COMMUNICATIONS TO THE ASSOCIATION'S CONSTITUENTS IN THE WAYS THEY CHOOSE TO CONSUME INFORMATION, KEEPING THEM WELL INFORMED AND WELL CONNECTED TO THE UNIVERSITY, AS WELL AS TO ONE ANOTHER. THE ASSOCIATION PUBLISHES THE AWARD-WINNING QUARTERLY UVA MAGAZINE, WHICH IS DISTRIBUTED TO ALL ALUMNI AND STUDENTS. THIS PUBLICATION IS SUPPLEMENTED BY WEBSITES, SOCIAL MEDIA, ELECTRONIC NEWSLETTERS AND VIDEOS. 45922139 true true false false false false false false false true true true false false true true true false false false true false false false false false false true false true false false false false false false false false true false false false true true true true false false true 536 0 true 90 true true true false false false false true true false false false false X 39 39 false false false false false false false true true false false true true true true true true true true false AK AR CA CO DC KY ME MD MA MI MN NH NJ NY NC OK OR PA RI SC TN UT WA WV WI X VP AND CFO 4342439000 ALUMNI HALL CHARLOTTESVILLE VA 229030446 X Susan K Blank MD Board of Managers 1.0 0.0 X 0 0 0 Clifford W Bogue MD Board of Managers 1.0 0.0 X 0 0 0 Susan P Campbell Board of Managers 1.0 0.0 X 0 0 0 Shannon S Carter Board of Managers 1.0 0.0 X 0 0 0 Whittington W Clement Board of Managers 1.0 0.0 X 0 0 0 Raj R Doshi Board of Managers 1.0 0.0 X 0 0 0 Jennifer S Draper Board of Managers 1.0 0.0 X 0 0 0 John H Harris Chair 1.0 0.0 X X 0 0 0 Zena K Howard Board of Managers 1.0 0.0 X 0 0 0 N William Jarvis Vice-Chair 1.0 0.0 X X 0 0 0 Meredith B Jenkins Board of Managers 1.0 0.0 X 0 0 0 Jeff S Lee Board of Managers 1.0 0.0 X 0 0 0 Teri S Lovelace Board of Managers 1.0 0.0 X 0 0 0 J Brady Lum Board of Managers 1.0 0.0 X 0 0 0 Ashley T Manning Board of Managers 1.0 0.0 X 0 0 0 Charles W McDaniel Board of Managers 1.0 0.0 X 0 0 0 Richard T McKinless Board of Managers 1.0 0.0 X 0 0 0 Frances D McMullan MD Board of Managers 1.0 0.0 X 0 0 0 Carolyn P Meade Board of Managers 1.0 0.0 X 0 0 0 Mathias J Paco Board of Managers 1.0 0.0 X 0 0 0 Shannon O Pierce Board of Managers 1.0 0.0 X 0 0 0 Mark A Victor Pinho Board of Managers 1.0 0.0 X 0 0 0 C Mark Pirrung Board of Managers 1.0 0.0 X 0 0 0 Charles Rotgin Jr Board of Managers 1.0 0.0 X 0 0 0 James E Rutrough Jr Board of Managers 1.0 0.0 X 0 0 0 Louis A Sarkes Jr Board of Managers 1.0 0.0 X 0 0 0 Puja Seam Board of Managers 1.0 0.0 X 0 0 0 Christian D Searcy Board of Managers 1.0 0.0 X 0 0 0 Stephen P Smiley Board of Managers 1.0 0.0 X 0 0 0 Elizabeth A Smith Board of Managers 1.0 0.0 X 0 0 0 Julious P Smith Jr Board of Managers 1.0 0.0 X 0 0 0 Michael C Smith Board of Managers 1.0 0.0 X 0 0 0 James R Socas Board of Managers 1.0 0.0 X 0 0 0 Teresa A Sullivan Board of Managers 1.0 0.0 X 0 0 0 David G Sutton Board of Managers 1.0 0.0 X 0 0 0 Bang H Trinh Board of Managers 1.0 0.0 X 0 0 0 Sheryl W Wilbon Board of Managers 1.0 0.0 X 0 0 0 Patricia B Woodard Board of Managers 1.0 0.0 X 0 0 0 Amy B Wright Board of Managers 1.0 0.0 X 0 0 0 C Thomas Faulders III President & CEO 40.0 0.0 X 373554 0 47506 Donna R Arehart VP of Finance 40.0 0.0 X 188403 0 35656 Wayne D Cozart VP of Development 40.0 0.0 X 143159 0 32600 Robert J Viccellio VP of Communications 40.0 0.0 X 129134 0 41463 Mary C Bass Director of Endowment 40.0 0.0 X 120426 0 18462 Jason E Life Director of Alumni Engagement 40.0 0.0 X 112601 0 37297 Margaret M Anderson Managing Director UVA Fund 40.0 0.0 X 125216 0 10254 1192493 0 223238 9 false true false University of Virginia Investment M PO Box 400215 CHARLOTTESVILLE VA 22904 Investment Mgmt Fees 663560 UNIVERSITY OF VIRGINIA PO BOX 400201 CHARLOTTESVILLE VA 22904 postage/repairs/main 450759 LANE PRESS PO BOX 130 BURLINGTON VT 05402 PRINTING PUBLISHER 434433 ARAMARK SERVICEMASTER 1101 MARKET ST PHILADELPHIA PA 19107 CATERING/MAINTENANCE 324264 REID RESTAURANT GROUP CORP 1200 CROZET AVE CROZET VA 22932 CATERING EXPENSE 252066 12 1372361 9122789 33596746 5624321 44091896 UVA Contractual 900099 2868392 2868392 ADMINISTRATIVE SERVICES 900099 1258566 1258566 EVENT REGISTRATION FEES 900099 833630 833630 ADVERTISING 900099 691579 64150 627429 FACILITY RENTAL 900099 161913 161913 223184 134181 89003 6037264 584956 584956 0 330726 330726 0 0 0 4648610 4641722 6888 6888 6888 0 0 0 0 51051730 5320832 716432 922570 38061679 38061679 0 0 0 643282 250373 250373 142536 0 3606075 2998474 257564 350037 420703 321066 52942 46695 1184200 929402 180086 74712 313859 241631 34375 37853 0 23978 132 23846 103155 37489 65620 46 0 0 736176 736176 0 109506 53628 2023 53855 517066 348398 9108 159560 52421 51538 238 645 0 593426 250408 297548 45470 42315 27119 3544 11652 0 0 0 0 240856 119473 93781 27602 137688 107995 17213 12480 ALUMNI AFFAIRS 1412740 1350753 11410 50577 PRINTING AND PUBLICATIONS 777404 772581 4823 48976529 45922139 2035847 1018543 X 0 0 16720888 20705850 8482649 8902949 0 0 0 0 0 0 0 0 0 0 163710 168900 9593045 5575391 3638912 4017654 58797387 61916710 224297122 211085451 0 0 0 0 11268186 10277850 323368854 317075364 967836 1498238 0 0 0 0 0 0 0 0 0 0 0 0 0 0 99333056 94605663 100300892 96103901 X 69869291 66464454 94692777 93043842 58505894 61463167 223067962 220971463 323368854 317075364 X 2075201 -4057679 -114021 X false true X true false X 43414000 35566951 41852619 41603153 44091896 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OBLIGATI 2009048 94605663 X 46143854 -4057679 -4057679 50201533 736176 114021 850197 51051730 48240353 48240353 736176 736176 48976529 Form Sch D Part V Line 4 The Association's endowments consist of approximately 2,700 individual funds established for a variety of purposes in furtherance of the association's mission, including both donor-restricted endowment funds, term endowments, and funds designated by the Board to function as endowments. The endowments support specific programs, scholarships, student activites, and University-related organizations. FORM SCH D PART X LINE 2 THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND CLASSIFIED AS A PUBLIC CHARITY UNDER 509(A)(1) OF THE CODE. THE ASSOCIATION IS REQUIRED TO RECOGNIZE A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN BASED ON A 'MORE LIKELY THAN NOT' THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE ASSOCIATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. Schedule D, Part XI Part XI, Line 4B Amount Represents Change in fair value of beneficial interests in trusts $ 72,562 Change in value of trusts and annuities $ 41,459 TOTAL: $114,021 East Asia and the Pacific Program Services Student research & aid 25456 Europe (Including Iceland and Greenland) Program Services Student research & aid 113823 North America Program Services Student research & aid 12446 South America Program Services Student research & aid 1229 South Asia Program Services Student research & aid 3377 Sub-Saharan Africa Program Services Student research & aid 28590 184921 184921 false false false false false false Form Sch F Part I THE UVA FUND PROVIDES FUNDS FOR AN EXTENSIVE RANGE OF MULTIDISCIPLINARY WORK REFLECTING INTERNATIONAL INTERESTS. THESE FUNDS PROMOTE THE ENGAGEMENT OF FACULTY AND STUDENTS IN THE DEVELOPMENT OF MULTIDISCIPLINARY SCHOLARSHIP AND RESEARCH PROJECTS THAT ADDRESS SOCIAL JUSTICE, SUSTAINABLE ECONOMIC DEVELOPMENT, PUBLIC HEALTH, GLOBAL INTERCONNECTION, AND PUBLIC SERVICE. FUNDS ARE USED TO PAY FOR SPEAKERS, TRAVEL AND HANDS-ON LEARNING OPPORTUNITIES FOR STUDENTS AND FACULTY. true UNIVERSITY OF VIRGINIA PO BOX 40229 CHARLOTTESVILLE VA 22904 546001796 501(c)(3) 38061679 PROGRAM SUPPORT - FINANCIAL SUPPORT 1 UVA Fund The UVA Fund serves the University community with financial and endowment management services, scholarship administration, donor stewardship, grant assistance and emergency student loans. Form Sch I THE ASSOCIATION, THROUGH ITS UVA FUND PROGRAM, MANAGES HUNDREDS OF ENDOWMENTS, SCHOLARSHIPS AND RESTRICTED ACCOUNTS FOR ORGANIZATIONS AND UNITS ACCROSS THE UNIVERSITY COMMUNITY. DETAILED RECORDS OF ALL GIFTS, SCHOLARSHIPS AND ENDOMWENT FUNDS RECEIVED BY THE ASSOCIATION ARE PERMANENTLY FILED AND MAINTAINED. THE ACCOUNTING SOFTWARE UTILIZED BY THE UVA FUND PROVDIES AN ACCURATE AND DETAILED HISTORY OF ALL ENDOWMENT FUNDS BY ACCOUNT BALANCE AND GRANTS MADE. ALL GRANT REQUESTS ARE REVIEWED BY MANAGEMENT PRIOR TO PAYMENT TO ENSURE THAT THEY MATCH THE FUND'S PURPOSE, CONFORM TO THE DONOR'S ORIGINAL INTENT AND THAT ALL RESTRICTIONS ARE MET. X true true X X X X X false false false false false false false true false C Thomas Faulders III President & CEO 280000 0 58444 0 35110 0 27646 0 19860 0 421060 0 0 0 Donna R Arehart VP of Finance 170182 0 2314 0 15907 0 27240 0 8416 0 224059 0 0 0 Wayne D Cozart VP of Development 134037 0 2747 0 6375 0 27092 0 5508 0 175759 0 0 0 Robert J Viccellio VP of Communications 121380 0 2314 0 5440 0 24418 0 17045 0 170597 0 0 0 Schedule J Part I, Line 1 FARMINGTON COUNTRY CLUB DUES: THE ALUMNI ASSOCIATION PROVIDES THE PRESIDENT AND CEO WITH A MEMBERSHIP TO THE FARMINGTON COUNTRY CLUB. FARMINGTON IS A SOCIAL CLUB USED BY THE EMPLOYEE FOR BUSINESS AND RECREATIONAL USE. THIS IS CONSIDERED FULLY TAXABLE AND IS THEREFORE INCLUDED IN THE EMPLOYEES TAXABLE WAGES FOR THE YEAR. GREENCROFT COUNTRY CLUB DUES: THE ALUMNI ASSOCIATION PROVIDES THE PRESIDENT AND CEO WITH A MEMBERSHIP TO THE GREENCROFT COUNTRY CLUB. HOWEVER, THIS CLUB IS USED FOR BUSINESS PURPOSES ONLY (BOARD DINNERS) AND IS NOT CONSIDERED TAXABLE TO THE EMPLOYEE. SOCIAL CLUB DUES ALLOWANCE: DONNA AREHART AND MOLLY BASS BOTH RECEIVE $208.32 PER MONTH IN CLUB DUES ALLOWANCE. THIS IS FULLY TAXABLE AND INCLUDED IN THEIR W-2 WAGES. INTRAMURAL SPORTS MEMBERSHIP: THE ALUMNI ASSOCIATION PROVIDES AN INTRAMURAL-RECREATIONAL SPORTS MEMBERSHIP TO ANY EMPLOYEE WISHING TO JOIN. THIS MEMBERSHIP ALLOWS THE EMPLOYEE TO UTILIZE ALL UNIVERSITY RECREATION FACILITIES AND COSTS $410 PER EMPLOYEE. MEMBERSHIP IS AVAILABLE TO ALL MEMBERS OF THE UNIVERSITY COMMUNITY. EMPLOYEES ARE NOT TAXED ON THE VALUE OF THE SPORTS MEMBERSHIP BECAUSE THE ATHLETIC FACILITIES ARE LOCATED ON UNIVERSITY PREMISES AND OPERATED BY THE UNIVERSITY. THE USE OF THE FACILITIES PASS IS LIMITED TO THE EMPLOYEE ONLY AND IS NOT AVAILABLE TO FAMILY MEMBERS. [I.R.C. SEC. 132(I)(4)] The Alumni Association pays for social club dues for the following employees: 1. Tom Faulders - $7,275 2. Donna Arehart - $2,500 SCHEDULE J, PART I, LINE 7 THE UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION ANNUALLY DISTRIBUTES INCENTIVES BASED ON TWO CRITERIA FOR THE ORGANIZATION AS A WHOLE. THE CRITERIA ARE AS FOLLOWS: THE PERCENTAGE OF GOALS MET BY THE EMPLOYEE'S DEPARTMENT, AND THE PERCENTAGE OF GOALS MET BY THE ALUMNI ASSOCIATION as AN ORGANIZATION. EACH CRITERION IS WEIGHTED 50/50 AND IS BASED ON A SET OF PERFORMANCE METRICS DEVELOPED FOR THIS PURPOSE AND TRACKED MONTHLY. THE INCENTIVE PLAN IS NOT A CONTRACTUAL OBLIGATION FOR ANY EMPLOYEE WITHIN THE ALUMNI ASSOCIATION. X 704 4651082 FMV X Horses 39 884457 FMV X Other 74 88782 FMV 5 false true true Form Sch M Part I Line 32b The Alumni Association uses independent agents and brokers to sell and process gifts of securities. Governing Body Delegation of BOARD Authority Form 990, Part VI, line 1a In accordance with Article X, Section 1 of the Association's Corporate Bylaws, the Board of Managers may create an Executive Committee and shall appoint Managers to serve on it. The committee shall have two or more members, with a majority of the committee membership consisting of Managers, and all of whom shall serve at the pleasure of the Board. The current Executive Committee consists of 17 members, all of which are voting Managers of the Board. Pursuant to Article II, Section 2 of the Corporate Bylaws, the Executive Committee of the Board of Managers is empowered to act on any matters between regular Board meetings with the following exceptions: The Executive Committee may not (i) fill vacancies on the Board or on any of its committees; (ii) amend the Articles of Incorporation; (iii) adopt, amend or repeal these Bylaws; (iv) approve a plan of merger or consolidation; (v) approve the sale, lease or exchange, or the mortgage, pledge or other disposition of all, or substantially all, of the property and assets of the Association; or (vi) approve revocation of voluntary dissolution proceedings. 990 REVIEW PROCESS Form 990 Part VI Line 11b A COPY OF THE FORM 990 IS PROVIDED TO THE ALUMNI ASSOCIATION'S BOARD OF MANAGERS FOR REVIEW. IN ADDITION, THE 990 HAS BEEN REVIEWED BY MANAGEMENT AND THE ASSOCIATION'S INDEPENDENT ACCOUNTING FIRM KPMG. THE RETURN IS FURTHER REVIEWED AND DISCUSSED DURING THE AUDIT COMMITTEE SESSION OF THE SPRING BOARD OF MANAGERS MEETING. THE 990 IS FILED SUBSEQUENT TO THE COMPLETION OF ALL LEVELS OF REVIEW. CONFLICT OF INTEREST POLICY Form 990 Part VI Line 12c ANNUALLY, EACH MEMBER OF THE BOARD OF MANAGERS FILES WITH THE EXECUTIVE DIRECTOR A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IN ADDITION, THIS STATEMENT IS FILED BY FUTURE MEMBERS OF THE BOARD OF MANAGERS AT THE TIME OF THEIR ELECTION. A CONFLICT OR POTENTIAL CONFLICT OF INTEREST IS CONSIDERED TO EXIST IF THE MEMBER OR A MEMBER'S DEPENDENT HAS ANY RELATIONSHIP, INTEREST, OR SITUATION WHICH MIGHT INDICATE A DUALITY OF LOYALTY OR INTEREST. IF A CONFLICT EXISTS, THE MEMBER IS ASKED TO IDENTIFY THE SPECIFIC CONFLICT. ANY MEMBER OF THE BOARD HAVING A CONFLICT OF INTEREST IN CONNECTION WITH ANY MATTER BEFORE THE BOARD SHALL SO INDICATE AT THE TIME AND SHALL NOT TAKE PART IN ANY VOTE WITH RESPECT TO SUCH MATTER. THE MINUTES OF THE MEETING SHALL REFLECT ANY SUCH DISCLOSURE AND ABSTENTION FROM VOTING. IF CONFIDENTIAL INFORMATION WILL BE PRESENTED OR DISCUSSED, THE MEMBER OF THE BOARD WITH THE CONFLICT WILL BE EXPECTED TO EXCUSE HIMSELF/HERSELF DURING THAT PORTION OF THE MEETING. EXECUTIVE COMPENSATION PROCESS Form 990 Part VI LINES 15A & 15B THE BOARD OF THE ALUMNI ASSOCIATION INCLUDES AN INDEPENDENT COMPENSATION COMMITTEE THAT IS CHARGED WITH THE REVIEW OF THE PRESIDENT & CEO'S COMPENSATION AND BENEFIT PACKAGE. THE COMPENSATION COMMITTEE CONTEMPORANEOUSLY DOCUMENTS THE DELIBERATION AND DECISION IN MINUTES BEFORE APPROVING THE COMPENSATION AND BENEFITS PACKAGE OF THE PRESIDENT & CEO. MANAGEMENT AND KEY OFFICIAL COMPENSATION IS REVIEWED BY THE ASSOCIATION'S PRESIDENT ANNUALLY. THE COMPENSATION COMMITTEE RETAINS AN INDEPENDENT CONSULTANT TO PROVIDE AN INTERMEDIATE SANCTIONS REVIEW OF THE PRESIDENT AND FIVE HIGEST PAID POSITIONS AND A MARKET VALUE ANALYSIS OF ALL MAJOR JOB DESCRIPTIONS ON A TRIENNIAL BASIS. This review was last performed in FISCAL year 2016-2017. DISCLOSURE Form 990 Part VI Line 19 THE ASSOCIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS or CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE ASSOCIATION DOES MAKE ITS FINANCIAL STATEMENTS, FORM 990, AND FORM 990-T AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE. OTHER CHANGES IN NET ASSETS FORM 990, PART XI, LINE 9 Change in Fair Value of Beneficial Interests in Trusts $(72,562) Change in Value of Trusts & Annuities $(41,459) --------- TOTAL $(114,021) THE JEFFERSON TRUST FOR THE UNIV OF VA 211 EMMET STREET SOUTH CHARLOTTESVILLE VA 22903 GRANT PROGRAM VA 0 0 NA FARQUHAR DAVID TUA PO BOX 400314 CHARLOTTESVILLE VA 22904 946402196 MANAGEMENT CA UVA ALUMNI ASSN Trust 186593 654900 1.00000 true false false false false false false false false false false false false false false false false false false true FARQUHAR DAVID TUA s 143921 FMV