UNIVERSITY OF RICHMOND: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY OF RICHMOND (EIN 54-0505965)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-09
IRS object ID
201331299349301073
Schema version
2011v1.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-09T10:25:02-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11301 K STREET NW SUITE 800WAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code200053333ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN540505965EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF RICHMONDBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% LAURIE F MELVILLEInCareOfName
Name ControlUNIVNameControl
Phone8044841523Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 MARYLAND HALLAddressLine1
CityRICHMONDCity
StateVAState
ZIP Code231730001ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHOSSEIN SADIDName
TitleVP BUSINESS & FIN/TREASTitle
Date Signed2013-05-08DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone2024141000Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonEDWARD L AYERSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1201 MARYLAND HALLAddressLine1
CityRICHMONDCity
StateVAState
ZIP Code231730001ZIPCode
FieldValueIRS element (for citing)
Gross Receipts692318388GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.RICHMOND.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1840YearFormation
State Legal DomicileVAStateLegalDomicile
Activity Or Mission DescriptionTO OPERATE A UNIVERSITY FOR ACADEMIC, SCIENTIFIC, AND PROFESSIONAL EDUCATION AND LEARNING.ActivityOrMissionDescription
Nbr Voting Members Governing Body23NbrVotingMembersGoverningBody
Nbr Independent Voting Members20NbrIndependentVotingMembers
Total Nbr Employees4852TotalNbrEmployees
Total Nbr Volunteers1670TotalNbrVolunteers
Total Gross UBI1879320TotalGrossUBI
Net Unrelated Business Txbl Income-156236NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year31812963ContributionsGrantsPriorYear
Contributions Grants Current Year17222789ContributionsGrantsCurrentYear
Program Service Revenue Prior Year173828420ProgramServiceRevenuePriorYear
Program Service Revenue CY181340750ProgramServiceRevenueCY
Investment Income Prior Year137162043InvestmentIncomePriorYear
Investment Income Current Year131805849InvestmentIncomeCurrentYear
Other Revenue Prior Year23779329OtherRevenuePriorYear
Other Revenue Current Year26506253OtherRevenueCurrentYear
Total Revenue Prior Year366582755TotalRevenuePriorYear
Total Revenue Current Year356875641TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year68840011GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY69661769GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year129950304SalariesEtcPriorYear
Salaries Etc Current Year135788453SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year78812TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY60978TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year9685661TotalFundrsngExpCurrentYear
Other Expense Prior Year82331929OtherExpensePriorYear
Other Expenses Current Year79868129OtherExpensesCurrentYear
Total Expenses Prior Year281201056TotalExpensesPriorYear
Total Expenses Current Year285379329TotalExpensesCurrentYear
Revenues Less Expenses Prior Year85381699RevenuesLessExpensesPriorYear
Revenues Less Expenses CY71496312RevenuesLessExpensesCY
Total Assets BOY2287083887TotalAssetsBOY
Total Assets EOY2268771810TotalAssetsEOY
Total Liabilities BOY259111789TotalLiabilitiesBOY
Total Liabilities EOY271889814TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2027972098NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1996881996NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MISSION OF THE UNIVERSITY OF RICHMOND IS TO SUSTAIN A COLLABORATIVE LEARNING AND RESEARCH COMMUNITY THAT SUPPORTS THE PERSONAL DEVELOPMENT OF ITS MEMBERS AND THE CREATION OF NEW KNOWLEDGE. THE RICHMOND PROMISE, THE UNIVERSITY'S STRATEGIC PLAN, ESTABLISHES HOW RICHMOND WILL PURSUE ITS MISSION FOR THE NEXT FIVE YEARS. THE LARGER PURPOSE IS TO OPERATE AS A MODEL INSTITUTION OF HIGHER EDUCATION, SUSTAINING A SUPERB FACULTY AND STAFF AND ADMINISTERING THE INSTITUTION WITH THE HIGHEST STANDARDS OF INNOVATION AND PROFESSIONALISM. THE STRATEGIC PLAN AIMS TO FULFILL THE MISSION ESTABLISHED BY THE BOARD OF TRUSTEES: TO "SUSTAIN A COLLABORATIVE LEARNING AND RESEARCH COMMUNITY THAT SUPPORTS THE PERSONAL DEVELOPMENT OF ITS MEMBERS AND THE CREATION OF NEW KNOWLEDGE. A RICHMOND EDUCATION PREPARES STUDENTS TO LIVE LIVES OF PURPOSE, THOUGHTFUL INQUIRY, AND RESPONSIBLE LEADERSHIP IN A GLOBAL AND PLURALISTIC SOCIETY."MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense140868520Expense
Grants69661796Grants
Revenue167561039Revenue
DescriptionINSTRUCTION - SEE SCHEDULE O.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense35983349Expense
Grants0Grants
Revenue0Revenue
DescriptionACADEMIC SUPPORT - SEE SCHEDULE O.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense33785752Expense
Grants0Grants
Revenue31085351Revenue
DescriptionAUXILIARY ENTERPRISES - SEE SCHEDULE O.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp29944340TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt0TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev0TotalOfOtherProgramServiceRev
Total Program Service Expense240581961TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualstrueMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10966757NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees4852NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members23NbrVotingGoverningBodyMembers
Number Independent Voting Members20NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLAURIE F MELVILLENamePerson
Telephone Number8044841523TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1201 MARYLAND HALLAddressLine1
CityRICHMONDCity
StateVAState
ZIP Code231730001ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (40 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
R LEWIS BOGGS
VICE-RECTOR7.0XX000
ALAN W BREED
TRUSTEE2.0X000
KEVIN M COX
TRUSTEE2.0X000
TIMOTHY W FINCHEM
TRUSTEE2.0X000
ROGER L GREGORY
TRUSTEE2.0X000
MELANIE L HEALEY
TRUSTEE2.0X000
SUSAN M HUMPHREVILLE
TRUSTEE2.0X000
RICHARD S JOHNSON
TRUSTEE2.0X000
ALLEN B KING
TRUSTEE2.0X000
CHARLES A LEDSINGER JR
RECTOR7.0XX000
DANIEL J LUDEMAN
TRUSTEE2.0X000
JANICE R MOORE
TRUSTEE2.0X000
PAUL B QUEALLY
TRUSTEE2.0X000
PATRICIA L ROWLAND
TRUSTEE2.0X000
ROBERT S UKROP
TRUSTEE2.0X000
ALLISON P WEINSTEIN
TRUSTEE2.0X000
LYNNE E WASHINGTON
TRUSTEE2.0X000
JEFFREY M LACKER
TRUSTEE2.0X000
ANN CAROL MARCHANT
TRUSTEE2.0X000
LELAND D MELVIN
TRUSTEE2.0X000
LEONARD W SANDRIDGE
TRUSTEE2.0X000
SUZANNE F THOMAS
TRUSTEE2.0X000
EDWARD L AYERS
PRESIDENT40.0XX6066040229685
HOSSEIN SADID
VP BUSINESS & FINANCE/TREAS40.0X360512049477
STEPHEN ALLRED
PROVOST & VP ACAD AFFAIRS40.0X323053050644
ANN LLOYD BREEDEN
SECRETARY40.0X170873029611
SRINIVAS PULAVARTI
PRESIDENT, SMC40.061551501297543X
ANDREW NEWCOMB
DEAN, ARTS & SCIENCES40.0225504034919X
JOHN DOUGLASS
DEAN, LAW40.0285066033642X
KATHRYN MONDAY
VP, INFO SERVICES40.0203108032132X
STEPHEN BISESE
VP, STUDENT DEVELOPMENT40.0195620038140X
LORRAINE SCHUYLER
CHIEF OF STAFF40.0170498037509X
ANNE TESSIER
VP ENROLLMENT MGMT40.0195218026912X
CHRISTOPHER MOONEY
BASKETBALL COACH40.08326230308100X
THOMAS GUTENBERGER
VP ADVANCEMENT40.0389738047726X
ROBIN BLANDFORD
DIRECTOR INVESTMENTS40.03489080865621X
GARY SHAPIRO
PROFESSOR40.0369920014420X
PATRICK FISHE
PROFESSOR40.0285975037824X
WILLIAM COOPER
PROFESSOR, FORMER PRESIDENT40.0260625081046X
CAROLYN MARTIN
FMR SECRTRY/EXEC ASSNT TO PRES40.0159954028857X
FieldValueIRS element (for citing)
Total Reportable Comp From Org5999314TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation3243808TotalOtherCompensation
Number Individuals GT100 K216NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
ASTRO TURF LLC
809 KENNER STDALTONGA30721CNSTRCTN - ATHLETICS769947
CHAMBERLAIN MECHANICAL SERVICE INC
9444 ERLE RDMECHANICSVILLEVA23116REPAIR & MAINTENANCE700953
DOMINION WATERPROOFING
3903 CAROLINA AVERICHMONDVA23222MASONRY SERVICES319353
ART SCIENCE GROUP
300 E LOMBARD ST SUITE 600BALTIMOREMD21202CONSULTING307895
KORNFERRY INTERNATIONAL
PO BOX 1450MINNEAPOLISMN55485EXEC RECRUITNG SVCS304483
FieldValueIRS element (for citing)
Number Of Contractors GT100 K24NumberOfContractorsGT100K
Government Grants3585954GovernmentGrants
All Other Contributions13636835AllOtherContributions
Noncash Contributions1112952NoncashContributions
Total Contributions17222789TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
TUITION & FEES611600163484568163484568
AUXILIARY ENTERPRISES9000991740381116864403539408
SUMMER CAMPS & CONFERENCES900099452371452371
FieldValueIRS element (for citing)
Total Program Service Revenue181340750TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column99781371TotalRevenueColumn
Unrelated Business Revenue-5170659UnrelatedBusinessRevenue
Exclusion$104,952,030ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column76412TotalRevenueColumn
Related Or Exempt Function Income76412RelatedOrExemptFunctionIncome

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real3139333Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real3139333Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column3139333TotalRevenueColumn
Exclusion$3,139,333ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities359730581Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities327696785Securities
Other9318Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities32033796Securities
Other-9318Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column32024478TotalRevenueColumn
Exclusion$32,024,478ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events11190GrossIncomeFundraisingEvents
Fundraising Direct Expenses8110FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column3080TotalRevenueColumn
Exclusion$3,080ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Sales Of Inventory20938887GrossSalesOfInventory
Cost Of Goods Sold7728534CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column13210353TotalRevenueColumn
Related Or Exempt Function Income13152757RelatedOrExemptFunctionIncome
Unrelated Business Revenue57596UnrelatedBusinessRevenue

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
INVESTMENT MANAGEMENT52599054857095485709
OTHER MISCELLANEOUS INCOME90009945913665148954076471
FieldValueIRS element (for citing)
Total Other Revenue10077075TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column356875641TotalRevenueColumn
Related Or Exempt Function Income197654611RelatedOrExemptFunctionIncome
Unrelated Business Revenue1879320UnrelatedBusinessRevenue
Exclusion$140,118,921ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total64615813Total
Program Services64615813ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total5045956Total
Program Services5045956ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3753767Total
Program Services825776ProgramServices
Management And General2927991ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total533146Total
Program Services344773ProgramServices
Management And General188373ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total103111796Total
Program Services87217845ProgramServices
Management And General10591847ManagementAndGeneral
Fundraising5302104Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total7840916Total
Program Services6694087ProgramServices
Management And General739113ManagementAndGeneral
Fundraising407716Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total12547932Total
Program Services10953489ProgramServices
Management And General969946ManagementAndGeneral
Fundraising624497Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total8000896Total
Program Services6604883ProgramServices
Management And General999074ManagementAndGeneral
Fundraising396939Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total180901Total
Management And General180901ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total185650Total
Management And General185650ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total60978Total
Fundraising60978Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total10923266Total
Program Services8335102ProgramServices
Management And General1832543ManagementAndGeneral
Fundraising755621Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total884703Total
Program Services753480ProgramServices
Management And General63844ManagementAndGeneral
Fundraising67379Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total15543111Total
Program Services9207436ProgramServices
Management And General5349288ManagementAndGeneral
Fundraising986387Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total2858398Total
Program Services2592361ProgramServices
Management And General242622ManagementAndGeneral
Fundraising23415Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total4884600Total
Program Services4857053ProgramServices
Management And General27547ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total6348567Total
Program Services5485668ProgramServices
Management And General486876ManagementAndGeneral
Fundraising376023Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total6138749Total
Program Services5013478ProgramServices
Management And General1125271ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total18407889Total
Program Services14375704ProgramServices
Management And General4032185ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total1343863Total
Program Services642662ProgramServices
Management And General701201ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
TAXES1221209882723293
LIBRARY BOOKS & MATERIALS4860625485255322435829
EQUPMNT RENTAL & MAINTENANCE35025831451680199293857965
ALL OTHER EXPENSES36831046133352448961620808

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total285379329Total
Program Services240581961ProgramServices
Management And General35111707ManagementAndGeneral
Fundraising9685661Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY114794778BOY
EOY119020756EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY14850423BOY
EOY12424573EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3259310BOY
EOY2514185EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY67813BOY
EOY59663EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY3659355BOY
EOY4385622EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY2200197BOY
EOY2010049EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY7513752BOY
EOY9161534EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis584831354LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec295637968LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY280934937BOY
EOY289193386EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY74877427BOY
EOY53708134EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1778666741BOY
EOY1769716520EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY6259154BOY
EOY6577388EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2287083887BOY
EOY2268771810EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY29804589BOY
EOY26458864EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY12704197BOY
EOY12066752EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY176877549BOY
EOY173951311EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY39725454BOY
EOY59412887EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY259111789BOY
EOY271889814EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY998359824BOY
EOY980826558EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY700005959BOY
EOY683535364EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY329606315BOY
EOY332520074EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2027972098BOY
EOY1996881996EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2287083887BOY
EOY2268771810EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses71496312ReconcilationRevenueExpenses
Reconcilation Other Changes-102586414ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For SalefalseSolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1888019289BeginningOfYearBalance
Contributions18219571Contributions
Investment Earnings Or Losses50881421InvestmentEarningsOrLosses
Other Expenditures81890794OtherExpenditures
Administrative Expenses937918AdministrativeExpenses
End Of Year Balance1874291569EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1631928742BeginningOfYearBalance
Contributions17549619Contributions
Investment Earnings Or Losses317202716InvestmentEarningsOrLosses
Other Expenditures77517809OtherExpenditures
Administrative Expenses1143979AdministrativeExpenses
End Of Year Balance1888019289EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1393253972BeginningOfYearBalance
Contributions105146714Contributions
Investment Earnings Or Losses138996408InvestmentEarningsOrLosses
Other Expenditures5468352OtherExpenditures
End Of Year Balance1631928742EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1707377490BeginningOfYearBalance
Contributions1382356Contributions
Investment Earnings Or Losses-251435539InvestmentEarningsOrLosses
Other Expenditures64070335OtherExpenditures
End Of Year Balance1393253972EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.50000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.17000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.33000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgstrueEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RtrueAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis21042518OtherCostOrOtherBasis
Book Value21042518BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis361955319OtherCostOrOtherBasis
Depreciation154498759Depreciation
Book Value207456560BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis27577972OtherCostOrOtherBasis
Depreciation16919030Depreciation
Book Value10658942BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis86675176OtherCostOrOtherBasis
Depreciation75763069Depreciation
Book Value10912107BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis87580369OtherCostOrOtherBasis
Depreciation48457110Depreciation
Book Value39123259BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings289193386TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
INVESTMENTS- HEDGE FUNDS1131521550F
INVESTMENTS- PRIVATE EQUITY432377278F
INVESTMENTS- OTHER FUNDS194095658F
INVESTMENTS- OTHER INVESTMENTS10339269F
INVESTMENTS- COMMINGLED FUNDS1382765F
FieldValueIRS element (for citing)
Total Of Book Value Securities1769716520TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
FUNDS HELD BY OTHERS$253,639
ANNUITIES PAYABLE$6,021,806
POST RETIREMENT BENEFITS$15,133,529
INTEREST RATE SWAP LIABILITY$33,492,888
US GOVERNMENT GRANTS REFUNDABLE$4,511,025
FieldValueIRS element (for citing)
Total Of Amounts59412887TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
PART III, LINE 1A:THE UNIVERSITY'S COLLECTIONS OF HISTORICALLY SIGNIFICANT ARTIFACTS, SCIENTIFIC SPECIMENS, AND ART OBJECTS ARE HELD FOR EDUCATION, RESEARCH, SCIENTIFIC INQUIRY, AND PUBLIC EXHIBITION. THEIR VALUE IS NOT REFLECTED IN THE UNIVERSITY'S CONSOLIDATED FINANCIAL STATEMENTS, AS PERMITTED BY FASB ASC TOPIC 958, ACCOUNTING FOR CONTRIBUTIONS RECEIVED AND CONTRIBUTIONS MADE.
PART III, LINE 4:THE LIBRARY OWNS SEVERAL THOUSAND RARE BOOKS. THESE ARE USED FOR TEACHING, STUDY, AND RESEARCH. THE LIBRARY OWNS PORTRAITS OF FIGURES ASSOCIATED WITH THE UNIVERSITY'S HISTORY AND FACSIMILE SHEETS OF MEDIEVAL MUSIC, ALL OF WHICH ARE ON DISPLAY. IN ADDITION, THE COLLECTIONS OF THE UNIVERSITY MUSEUMS INCLUDE FINE ART, ARTIFACTS, AND DECORATIVE ARTS, RANGING FROM ANCIENT CULTURES IN GREECE AND CHINA TO CONTEMPORARY WORKS OF ART, AND SPANNING ARTISTS OF LOCAL, NATIONAL, AND INTERNATIONAL ORIGIN. USING THE COLLECTIONS, THE UNIVERSITY MUSEUMS PROVIDE THE OPPORTUNITY FOR THE APPRECIATION, KNOWLEDGE, RESEARCH, AND SCHOLARSHIP OF ART, CULTURAL HISTORY, AND SCIENCE THROUGH ON-CAMPUS AND TRAVELING EXHIBITIONS, SCHOLARLY PUBLICATIONS, AND ACADEMIC AND PUBLIC EDUCATIONAL PROGRAMS. THESE PROGRAMS INCLUDE SPECIAL COURSES, LECTURES, GALLERY TALKS, ARTISTS' RESIDENCIES, WORKSHOPS, CONCERTS, SYMPOSIA AND OTHER EVENTS. THE UNIVERSITY MUSEUMS' EDUCATION AND RESEARCH ACTIVITIES COMPLEMENT AND SUPPORT THE EDUCATIONAL MISSION OF THE UNIVERSITY OF RICHMOND BY BEING INTEGRATED WITH THE UNIVERSITY'S ACADEMIC AND PROGRAMS AND UTILIZING STUDENT, FACULTY, AND STAFF INVOLVEMENT, INTERNSHIPS, RESEARCH FELLOWSHIPS, AND WORK/STUDY POSITIONS.
PART V, LINE 4:THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 1,200 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES SUCH AS SCHOLARSHIPS AND CONTRIBUTIONS TO EDUCATIONAL AND GENERAL EXPENSES. THE SPENDING POLICY ALLOWS ENDOWMENT FUNDS TO MEET CURRENT OPERATING NEEDS OF THE UNIVERSITY BY PROVIDING YEAR-TO-YEAR BUDGET STABILITY AND PROTECTING THE FUTURE PURCHASING POWER OF THE ENDOWMENT ASSETS AGAINST THE IMPACT OF INFLATION.
PART X, LINE 2:THE UNIVERSITY OF RICHMOND RECEIVED A LETTER FROM THE INTERNAL REVENUE SERVICE DATED SEPTEMBER 1941, EXEMPTING THE UNIVERSITY OF RICHMOND FROM INCOME TAXES ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. RICHMOND QUADRANGLE, LLC AND SMC ARE LIMITED LIABILITY CORPORATIONS, WHICH WILL ULTIMATELY PASS ALL OF THEIR INCOME THROUGH TO THE UNIVERSITY OF RICHMOND. RFMC IS A LIMITED LIABILITY CORPORATION AND THE RICHMOND FUND IS A LIMITED PARTNERSHIP. RFMC AND THE RICHMOND FUND DO NOT RECORD PROVISIONS FOR INCOME TAXES BECAUSE THE MEMBERS AND PARTNERS, RESPECTIVELY, REPORT THEIR SHARE OF THE ENTITIES' INCOME OR LOSS ON THEIR INCOME TAX RETURNS. TAX POSITIONS ARE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH A CHANGE IN JUDGMENT OCCURS. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN. THE UNIVERSITY RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN ACCOUNTS PAYABLE AND ACCRUED LIABILITIES, IF ASSESSED. NO INTEREST EXPENSE OR PENALTIES HAVE BEEN RECOGNIZED AS OF AND FOR THE YEARS ENDED JUNE 30, 2012 AND 2011. FOR ALL OPEN TAX YEARS, THE UNIVERSITY HAS ANALYZED FILING POSITIONS IN ALL OF THE FEDERAL, STATE AND FOREIGN JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, INCLUDING THE UNIVERSITY'S STATUS AS A TAX EXEMPT ORGANIZATION. THE UNIVERSITY BELIEVES ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE TO ITS FINANCIAL POSITION. AS OF JUNE 30, 2012, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS IS FROM THE YEAR 2005 FORWARD.UNCERTAIN TAX POSITION FOOTNOTE

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierExplanationExplanation
PART I, LINE 3:A POLICY OF NON-DISCRIMINATION IS CONTAINED IN ALL UNIVERSITY CATALOGS AND GENERAL SEARCH PUBLICATIONS WHICH ARE SENT TO SCHOOLS IN STATES WHERE STUDENTS ARE RECRUITED, AND IN ENROLLMENT APPLICATIONS. ON-LINE CATALOGS ALSO CONTAIN THE POLICY.
PART I, LINE 6A:FEDERAL AND STATE FUNDS ARE USED TO FINANCE STUDENT AID PROGRAMS. A COMPLETE LIST OF AGENCIES AND AMOUNTS IS ON FILE.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (16 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
Europe (Including Iceland and Greenland)00Investments39395287
North America00Investments37811301
Sub-Saharan Africa00Investments9244908
East Asia and the Pacific07Program Services462563EDUCATION
Europe (Including Iceland and Greenland)022Program Services774967EDUCATION
Middle East and North Africa01Program Services47800EDUCATION
South America04Program Services10291EDUCATION
Central America & the Caribbean00Grantmaking63010
East Asia and the Pacific00Grantmaking1084570
Europe (Including Iceland and Greenland)00Grantmaking3258768
Middle East and North Africa00Grantmaking173452
North America00Grantmaking723
South America00Grantmaking148503
South Asia00Grantmaking66628
Sub-Saharan Africa00Grantmaking250304
Central America and the Caribbean00Investments1012511622
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees34SubtotalNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees34TotalNumberOfEmployees
Subtotal Amount Spent1105304697SubtotalAmountSpent
Total Amount Spent2126816319TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceMethod Of ValuationMethodOfValuation
STUDY ABROAD SCHOLARSHIPSCent. America/Caribbean563010STUDENT ACCTN/AOTHER
STUDY ABROAD SCHOLARSHIPSEast Asia/Pacific821084570STUDENT ACCTN/AOTHER
STUDY ABROAD SCHOLARSHIPSEurope/Iceland/Greenland3083258768STUDENT ACCTn/aOTHER
STUDY ABROAD SCHOLARSHIPSMiddle East/North Africa12173452STUDENT ACCTN/AOTHER
STUDY ABROAD SCHOLARSHIPSNorth America1723STUDENT ACCTN/AOTHER
STUDY ABROAD SCHOLARSHIPSSouth America11148503STUDENT ACCTN/AOTHER
STUDY ABROAD SCHOLARSHIPSSouth Asia566628STUDENT ACCTN/AOTHER
STUDY ABROAD SCHOLARSHIPSSub-Saharan Africa25250304STUDENT ACCTN/AOTHER
FieldValueIRS element (for citing)
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorptrueOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPART I, LINE 2:Identifier
ExplanationGRANTS AWARDED TO INDIVIDUALS OUTSIDE THE UNITED STATES BY THE UNIVERSITY OF RICHMOND CONSIST OF FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND GRANTS TO STUDENTS STUDYING ABROAD. STUDENTS RECEIVING THESE GRANTS ARE DETERMINED TO BE WORTHY ON THE BASIS OF THE UNIVERSITY'S ASSESSMENT OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR CRITERIA. THE OFFICE OF FINANCIAL AID MONITORS STUDENTS' ELIGIBILITY FOR THESE FUNDS IN ACCORDANCE WITH INSTITUTIONAL POLICIES AND STANDARDS.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (3 entries)

Name Of IndividualNameOfIndividualActivityActivityFundraiser Control Of FundsFundraiserControlOfFundsGross ReceiptsGrossReceiptsAmount Retained By ContractorAmountRetainedByContractorNet To OrganizationNetToOrganization
KATHLEEN MCCANNFUNDRAISING CONSULTINGfalse05396-5396
WASHBURN MCGOLDRICKFUNDRAISING CONSULTINGfalse048082-48082
PENTERA INCFUNDRAISING CONSULTINGfalse07500-7500
FieldValueIRS element (for citing)
Total Gross Receipts0TotalGrossReceipts
Total Retained By Contractors60978TotalRetainedByContractors
Total Net To Organization-60978TotalNetToOrganization
Licensed StatesALLicensedStates
Licensed StatesAZLicensedStates
Licensed StatesCALicensedStates
Licensed StatesCTLicensedStates
Licensed StatesDELicensedStates
Licensed StatesFLLicensedStates
Licensed StatesGALicensedStates
Licensed StatesHILicensedStates
Licensed StatesIDLicensedStates
Licensed StatesILLicensedStates
Licensed StatesINLicensedStates
Licensed StatesIALicensedStates
Licensed StatesKSLicensedStates
Licensed StatesKYLicensedStates
Licensed StatesLALicensedStates
Licensed StatesMELicensedStates
Licensed StatesMDLicensedStates
Licensed StatesMILicensedStates
Licensed StatesMNLicensedStates
Licensed StatesMSLicensedStates
Licensed StatesMOLicensedStates
Licensed StatesMTLicensedStates
Licensed StatesNELicensedStates
Licensed StatesNVLicensedStates
Licensed StatesNJLicensedStates
Licensed StatesNMLicensedStates
Licensed StatesNYLicensedStates
Licensed StatesNCLicensedStates
Licensed StatesNDLicensedStates
Licensed StatesOHLicensedStates
Licensed StatesOKLicensedStates
Licensed StatesPALicensedStates
Licensed StatesRILicensedStates
Licensed StatesSCLicensedStates
Licensed StatesSDLicensedStates
Licensed StatesTNLicensedStates
Licensed StatesTXLicensedStates
Licensed StatesUTLicensedStates
Licensed StatesVTLicensedStates
Licensed StatesVALicensedStates
Licensed StatesWVLicensedStates
Licensed StatesWILicensedStates
Licensed StatesWYLicensedStates

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSTUDENT GRANTS & SCHOLARSHIPSTypeOfGrant
Number Of Recipients2576NumberOfRecipients
Amount Of Cash Grant64615813AmountOfCashGrant
Amount Of Non Cash Assistance0AmountOfNonCashAssistance
Method Of ValuationN/AMethodOfValuation
Description Of Non Cash AssistanceN/ADescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPART I, LINE 2:Identifier
ExplanationGRANTS AWARDED TO INDIVIDUALS BY THE UNIVERSITY OF RICHMOND CONSIST OF STUDENT FINANCIAL AID IN THE FORM OF SCHOLARSHIPS AND GRANTS. STUDENTS RECEIVING THESE GRANTS ARE DETERMINED TO BE WORTHY ON THE BASIS OF THE UNIVERSITY'S ASSESSMENT OF ACADEMIC ACHIEVEMENT, FINANCIAL NEED AND OTHER SIMILAR CRITERIA. THE OFFICE OF FINANCIAL AID MONITORS STUDENTS' ELIGIBILITY FOR THESE FUNDS IN ACCORDANCE WITH INSTITUTIONAL POLICIES AND STANDARDS.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensesfalseWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementtrueEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgstrueCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
EDWARD L AYERS
46902100013758309100001386850836289000
HOSSEIN SADID
349344000111680354100140670409989000
STEPHEN ALLRED
31490700081460323880182560373697000
ANN LLOYD BREEDEN
16595000049230171090125020200484000
SRINIVAS PULAVARTI
44891701500000165980410001240800157430672258124080000
ANDREW NEWCOMB
2253320001720231480117710260423000
JOHN DOUGLASS
284894000172024500091420318708000
KATHRYN MONDAY
2027120003960204300117020235240000
STEPHEN BISESE
1954860001340204040177360233760000
LORRAINE SCHUYLER
170438000600180250194840208007000
ANNE TESSIER
195080000138019736071760222130000
WILLIAM COOPER
2602400003850245000565460341671000
CAROLYN MARTIN
1595580003960164620123950188811000
CHRISTOPHER MOONEY
701379012500006244029246901563101140723000
THOMAS GUTENBERGER
2776580001120800287390189870437464000
ROBIN BLANDFORD
2296860119072015002369682720014725038732982720000
GARY SHAPIRO
36913500078509540048800384340000
PATRICK FISHE
213062000729130245000133240323799000

Form990 Schedule J Part III Form990ScheduleJPartIII (6 entries)

IdentifierIdentifierExplanationExplanation
PART I, LINE 1A:FIRST-CLASS OR CHARTER TRAVEL - THE FOOTBALL AND MEN'S BASKETBALL COACHES OCCASIONALLY TRAVEL WITH THEIR TEAMS BY MEANS OF CHARTER TRAVEL FOR SCHEDULED COMPETITIONS. THE VALUE IS NOT TREATED AS TAXABLE COMPENSATION. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE PRESIDENT IS REQUIRED TO LIVE ON CAMPUS IN A UNIVERSITY-PROVIDED HOME AS A CONDITION OF EMPLOYMENT. THE VALUE OF THIS LODGING IS NOT REPORTED AS TAXABLE COMPENSATION. TO ASSIST THE VICE-PRESIDENT FOR ADVANCEMENT IN PERFORMING HIS JOB RESPONSIBILITIES, HE HAS BEEN PROVIDED WITH THE USE OF A UNIVERSITY-OWNED HOME. THE EQUIVALENT RENTAL VALUE OF THE HOME IS REPORTED AS TAXABLE COMPENSATION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - IN ACCORDANCE WITH HIS EMPLOYMENT AGREEMENT, THE VICE-PRESIDENT FOR ADVANCEMENT RECEIVES A TAX GROSS-UP PAYMENT RELATED TO THE IMPUTED VALUE OF THE UNIVERSITY-PROVIDED HOME, WHICH IS REPORTED AS TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - CLUB MEMBERSHIP DUES ARE PAID ON BEHALF OF TWO EMPLOYEES WHERE THE MEMBERSHIPS ARE AN IMPORTANT FACTOR IN THE PERFORMANCE OF THE EMPLOYEES' JOB RESONSIBILITIES. THE VALUE OF THE MEMBERSHIP DUES IS NOT INCLUDED IN TAXABLE COMPENSATION; HOWEVER, ANY PERSONAL USE OF CLUB FACILITIES IS REPORTED AS TAXABLE COMPENSATION.
PART I, LINE 1B:THE PROVISION OF NON-STANDARD BENEFITS IS DETERMINED BY THE PRESIDENT, FOR SENIOR LEADERS AND KEY EMPLOYEES, AND THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, FOR THE PRESIDENT. FACTORS CONSIDERED ARE WHETHER THE BENEFIT UNDER CONSIDERATION IS COMMONLY PROVIDED TO INDIVIDUALS IN SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS; WHETHER THE BENEFIT IS NECESSARY FOR THE INDIVIDUAL TO SUCCESSFULLY FULFILL HIR OR HER JOB RESPONSIBILITIES; AND WHETHER, IN THE CONTEXT OF THE INDIVIDUAL'S OVERALL COMPENSATION, THE PROVISION OF THE NON-STANDARD BENEFIT IS REASONABLE.
PART I, LINE 4B:EDWARD AYERS DEFERRED $50,000 IN A SECTION 457(F) PLAN. CHRISTOPHER MOONEY DEFERRED $267,969 IN A SECTION 457(F) PLAN.
PART I, LINE 4C:SRINIVAS PULAVARTI AND ROBIN BLANDFORD ARE MEMBERS OF A LIMITED LIABILITY COMPANY THROUGH WHICH THEY ACCRUE AN INTEREST IN THE NET CAPITAL PROFITS BASED ON A CONTRACTUALLY DEFINED VESTING SCHEDULE. MR. PULAVARTI'S EQUITY INTEREST ACCRUED DURING CALENDAR 2011 TOTALED $1,240,800. MR. BLANDFORD'S EQUITY INTEREST ACCRUED DURING CALENDAR 2011 TOTALED $827,200.
PART I, LINE 6B:SRINIVAS PULAVARTI AND ROBIN BLANDFORD ARE MEMBERS OF A LIMITED LIABILITY COMPANY THROUGH WHICH THEY RECEIVE DISTRIBUTIONS OF NET INCOME BASED ON THEIR MEMBERSHIP PERCENTAGE. FOR CALENDAR YEAR 2011, MR. PULAVARTI RECEIVED $667,819 IN EQUITY DISTRIBUTIONS, AND MR. BLANDFORD RECEIVED $519,415.
PART I, LINE 7:CHRISTOPHER MOONEY RECEIVED A BONUS IN THE AMOUNT OF $125,000 AS A RESULT OF THE TEAM'S PERFORMANCE IN THE MEN'S NCAA BASKETBALL TOURNAMENT.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
VIRGINIA COLLEGE BUILDING AUTHORITY
541249154927781YF52011-02-2845587682REFUND PRIOR ISSUEfalsefalsefalse
VIRGINIA COLLEGE BUILDING AUTHORITY
5412491549277803U82004-08-0515069000REFUND PRIOR ISSUEfalsefalsefalse
VIRGINIA COLLEGE BUILDING AUTHORITY
5412491549277803U82004-08-0530931000CONSTRUCT SCIENCE BUILDING & FORUMfalsefalsefalse
VIRGINIA COLLEGE BUILDING AUTHORITY
541249154927781CR32006-11-0838070000REFUND PRIOR ISSUEfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
00455876820005026820004508500002011truefalsetruetrue
0015069000000690000001500000001996truefalsetruetrue
00310703750001411360030929239002006falsefalsetruetrue
003807000000014000030000003790000001997truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrsOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearch
0true
0true
0truefalsefalsefalsetruetrue
0true

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
0
falsefalsefalsefalse0falsetrue
0
falsetruefalsefalse0falsetrue
0
falsetruefalsefalse0falsetrue
0
falsetruefalsefalse0falsetrue
FieldValueIRS element (for citing)
Fed Tax Requirements ComplianceXFedTaxRequirementsCompliance

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierBOND B, CUSIP #9277803U8 (CONSTRUCTION OF SCIENCE BUILDING & FORUM):Identifier
Return Reference0ReturnReference
ExplanationTHE AMOUNT REPORTD IN PART II, LINE 3 INCLUDES $139,375 OF INVESTMENT INCOME RECEIVED ON THE UNEXPENDED PROCEEDS.Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Issuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
VIRGINIA COLLEGE BUILDING AUTHORITY
541249154927781CR32006-11-0817830000CONSTRUCT DORM & BOILER PLANTfalsefalsefalse
VIRGINIA COLLEGE BUILDING AUTHORITY
541249154927781YD02011-02-0128846165REFUND PRIOR ISSUEfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Amount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
00184474840006698014282018366222002009falsefalsetruetrue
00298461650002311650002961500002006truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsEngage Bond Counsel ResearchEngageBondCounselResearchPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsefalsefalsetruetrue00.004800.00480true
falsefalsefalsetruetrue00.003200.00320true

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Gross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
0
falsetruefalsefalse0falsetrue
0
falsefalsefalsefalse0falsetrue

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierBOND A, CUSIP #97781CR3 (CONSTRUCTION OF DORM & BOILER PLANT):Identifier
Return Reference0ReturnReference
ExplanationTHE AMOUNT REPORTED IN PART II, LINE 3 INCLUDES $617,484 OF INVESTMENT INCOME RECEIVED ON THE UNEXPENDED PROCEEDS.Explanation

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonKATHRYN MONDAYNamePerson
Purpose Of Loan- MORTGAGE LOANPurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$120,000OriginalPrincipalAmount
Balance Due59663BalanceDue
DefaultfalseDefault
Approved By BoardfalseApprovedByBoard
Written AgreementtrueWrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due59663TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
NATHANIEL B AYERS
FMLY MMBR OF OFFCR/TRSTEE47858COMPENSATION PAID AS EMPLOYEEfalse
WILTON COMPANIES
UR TRUSTEE IS OFFICER220256LEASE OFFICE SPACE BY UNIVRSTYfalse
PROPERTY INVESTMENT ADVISORS INC
UR OFCR/TRSTE IS 50% OWNR3427458INVESTMNT MGMT SVCS TO REL ORGfalse
RICHARD S JOHNSON
UR TRUSTEE62162STADIUM SUITE LICENSING AGRMNTfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions76NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990
Method Of Determining RevenuesSEE PART IIMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions121NumberOfContributions
Noncash Contribs Rptd F9901112952NoncashContribsRptdF990
Method Of Determining RevenuesMARKET QUOTATIONMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifierExplanationExplanation
PART I, COLUMN (B):THE AMOUNTS SHOWN IN PART I, COLUMN (B) FOR "NUMBER OF CONTRIBUTIONS" REPRESENTS THE TOTAL NUMBER OF ITEMS CONTRIBUTED AND NOT NECESSARILY THE TOTAL NUMBER OF CONTRIBUTIONS CONTRIBUTED.
PART I, LINE 33:DONATED ARTWORK IS HELD FOR PURPOSES OF EDUCATION, RESEARCH, SCIENTIFIC INQUIRY AND PUBLIC EXHIBITION. AS PERMITTED UNDER FASB ASC TOPIC 958 AND DISCLOSED IN ITS FINANCIAL STATEMENTS, THE UNIVERSITY HAS ELECTED NOT TO REPORT THE VALUE OF THESE ITEMS AS REVENUE IN ITS STATEMENT OF ACTIVITIES.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART III, PROGRAM SERVICE ACCOMPLISHMENTS:PART III, LINE 4A - INSTRUCTION - THE UNIVERSITY OF RICHMOND ENDEAVORS TO OFFER ITS STUDENTS THE HIGHEST QUALITY EDUCATION POSSIBLE, MAKING AVAILABLE TOP-OF-THE-LINE RESOURCES AND FACILITIES. BY MAINTAINING AN 8:1 FACULTY TO STUDENT RATIO, EACH STUDENT HAS THE OPPORTUNITY TO ENJOY A PERSONAL AND UNIQUE LEARNING EXPERIENCE. THE KEY CHARACTERISTICS OF THE UNIVERSITY'S INSTRUCTIONAL FOUNDATION ARE A CHALLENGING LEARNING ENVIRONMENT, SMALL CLASSES, A HIGH QUALITY OF STUDENT LIFE, A COORDINATE COLLEGE SYSTEM, A COMMITMENT TO SERVICE, OPPORTUNITIES FOR MORAL AND SPIRITUAL DEVELOPMENT, A MIXTURE OF ENRICHING ACADEMIC AND CO-CURRICULAR EXPERIENCES, A SENSE OF COMMUNITY, AND A SPIRIT OF INNOVATION. THERE ARE APPROXIMATELY 4,348 STUDENTS. PART III, LINE 4B - ACADEMIC SUPPORT - THE RESPECTIVE DEAN'S OFFICES OF EACH OF THE FIVE SCHOOLS OVERSEE THE MAINTENANCE AND DEVELOPMENT OF THE SCHOOL TO ENSURE THAT THEY MAINTAIN THE HIGH LEVEL OF ACADEMIC INTEGRITY THAT HAS BECOME THE STANDARD OF THE UNIVERSITY OF RICHMOND. THE UNIVERSITY OFFERS OPPORTUNITIES FOR CONTINUING EDUCATION IN EACH PROFESSOR'S SPECIALTY, PLUS IN NEW TEACHING METHODS AND TECHNOLOGY, WHILE FACULTY COMMITTEES WORK TOWARD CONTINUOUS IMPROVEMENT IN ALL AREAS OF STUDENT INSTRUCTION. ACADEMIC COMPUTING PROVIDES INFORMATION TECHNOLOGY TO ENHANCE THE ACADEMIC RESOURCES AVAILABLE TO PROFESSORS AND STUDENTS, AND TO THE COMMUNITY THROUGH THE UNIVERSITY LIBRARY. LECTURE FUNDS ARE SET ASIDE TO PAY FOR VISITING SPEAKERS ON TOPICS RELEVANT TO ACADEMIC STUDIES OFFERED. PART III, LINE 4C - AUXILIARY ENTERPRISES - THE HOUSING OFFICE STRIVES TO MAINTAIN A COMFORTABLE LIVING ENVIRONMENT FOR THE 92% OF THE STUDENT BODY THAT RESIDES ON CAMPUS EACH YEAR. DINING SERVICES AUGMENTS THESE EFFORTS BY ENSURING STUDENTS HAVE ACCESS TO EXEMPLARY SERVICE, OUTSTANDING QUALITY FOOD, WITH A PASSION AND COMMITMENT TO EXCELLENCE AS WELL AS TO SUSTAINABILITY AND COMMUNITY SUPPORT. THE BOOKSTORE ENSURES THAT MEMBERS OF THE UNIVERSITY COMMUNITY AND BEYOND HAVE AN AFFORDABLE, CONVENIENT OPTION FOR UNIVERSITY OF RICHMOND TEXTBOOKS, GEAR, AND SUPPLIES. PRINTING SERVICES OFFERS TOP-QUALITY GRAPHIC COMMUNICATIONS FOR STUDENTS, FACULTY AND STAFF. THE ATHLETIC DEPARTMENT IS COMMITTED AND OBLIGATED TO THE PRINCIPLES OF INSTITUTIONAL CONTROL IN OPERATING ITS PROGRAMS IN A MANNER CONSISTENT WITH THE LETTER AND THE SPIRIT OF THE NCAA, ATLANTIC-10 CONFERENCE (A-10), AND UNIVERSITY RULES AND REGULATIONS.
FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES:STUDENT SERVICES - STUDENT DEVELOPMENT PROVIDES ON-CAMPUS PHYSICAL AND MENTAL HEALTH SERVICES; ACADEMIC AND CAREER COUNSELING; VARIOUS FRATERNITY, SORORITY AND OTHER EXTRACURRICULAR ACTIVITIES; AND ORGANIZATIONS THAT WORK TO UPHOLD THE UNIVERSITY'S CORE PRINCIPLES OF DIVERSITY AND INCLUSION. A SUBSET OF STUDENT DEVELOPMENT IS RECREATION AND WELLNESS, WHICH PROVIDES THE CAMPUS COMMUNITY WITH OUTSTANDING RECREATIONAL FACILITIES, FITNESS AND WELLNESS PROGRAMS, INTRAMURALS, AND SPORT CLUBS. IT ALSO SUPPORTS MULTIPLE STUDENT GOVERNMENT ASSOCIATIONS, WHICH VOICE THE STUDENTS' CONCERNS AND OPINIONS, AS WELL AS SERVES AS A LIAISON BETWEEN STUDENTS AND ADMINISTRATION, FACULTY, AND STAFF. UNDERGRADUATE AND LAW SCHOOL ADMISSION OFFICES COUNSEL THOUSANDS OF PROSPECTIVE APPLICANTS, MAKING THEM FEEL WELCOME AT THE UNIVERSITY WHILE PROVIDING SUPPORT FOR ACCEPTED STUDENTS. THE UNIVERSITY LIBRARIES SERVE THE CAMPUS COMMUNITY AND THE PUBLIC AND ARE A DESIGNATED FEDERAL DOCUMENT REPOSITORY. EXPENSES: $21,100,955, INCLUDING GRANTS OF: $0. REVENUE: $0. RESEARCH - THE UNIVERSITY BELIEVES THAT ACADEMIC RESEARCH AT THE FACULTY, STAFF AND STUDENT LEVELS SIGNIFICANTLY IMPROVES THE QUALITY OF EDUCATION OF ALL STUDENTS. THUS, THE UNIVERSITY ENCOURAGES RESEARCH BY OPERATING AN OFFICE OF FOUNDATION CORPORATE AND GOVERNMENT RELATIONS TO ASSIST WITH APPLICATIONS FOR FUNDING; ALLOCATING FUNDS FOR STUDENT AND FACULTY SUMMER AND VACATION RESEARCH PROJECTS, AND TRAVEL TO PARTICIPATE AND PRESENT FINDINGS AT ACADEMIC CONFERENCES; PROVIDING LABS, STUDIOS AND SPECIALIZED CLASSROOMS FOR CONDUCTING RESEARCH; PROVIDING INFRASTRUCTURE NECESSARY TO CONDUCT RESEARCH; EMPLOYING NON-FACULTY PERSONNEL TO MANAGE RESEARCH-RELATED FACILITIES AND CONDUCT EXPERIMENTS. THERE ARE APPROXIMATELY 250 STUDENTS AND 170 FACULTY MEMBERS INVOLVED IN RESEARCH PROJECTS. EXPENSES: $5,938,557, INCLUDING GRANTS OF: $0. REVENUE: $0. PUBLIC SERVICE - THE BONNER CENTER FOR CIVIC ENGAGEMENT (CCE) AT THE UNIVERSITY OF RICHMOND STRIVES TO BRING TOGETHER CAMPUS AND COMMUNITY MEMBERS IN COLLABORATIVE STUDY, REFLECTION, AND ACTION TO ADDRESS CONTEMPORARY SOCIAL ISSUES. BEYOND ORGANIZING VARIOUS SERVICE-ORIENTED EVENTS ELICITING PARTICIPATION FROM FACULTY, STAFF, AND STUDENTS, THE CCE ALSO ADMINISTRATES THE BONNER SCHOLARS PROGRAM (BSP). THE PROGRAM OFFERS FOUR-YEAR SCHOLARSHIP AWARDS TO STUDENTS WITH A SUSTAINED RECORD OF SERVICE AND A HIGH LEVEL OF FINANCIAL NEED. A DIVERSE GROUP OF APPROXIMATELY 100 STUDENTS CURRENTLY PARTICIPATE IN THE BSP AT THE UNIVERSITY OF RICHMOND, MAKING IT THE LARGEST BSP IN THE COUNTRY. THE UNIVERSITY'S OFFICE OF THE CHAPLAINCY SUPPORTS AND COORDINATES UR CAMPUS MINISTERS AND RELIGIOUS ORGANIZATIONS, INTER-RELIGIOUS COMMUNITY AND JUSTICE PROGRAMMING, A WEEKLY UNIVERSITY WORSHIP SERVICE, AND SPIRITUAL AND PASTORAL CARE. THE NUMBER OF PEOPLE SERVED WAS 12,250. EXPENSES: $2,904,828, INCLUDING GRANTS OF: $0. REVENUE: $0. PART VI, LINE 1A: THE EXECUTIVE COMMITTEE IS AUTHORIZED BY ITS CHARTER TO EXERCISE THE AUTHORITY OF THE BOARD BETWEEN MEETINGS OF THE FULL BOARD ON ALL MATTERS EXCEPT THOSE FOR WHICH AUTHORITY IS SPECIFICALLY RESERVED IN THE BY-LAWS TO THE BOARD OF TRUSTEES. POWERS RESERVED TO THE FULL BOARD OF TRUSTEES INCLUDE THE FOLLOWING: APPOINTING OR REMOVING THE PRESIDENT; FILLING VACANCIES ON THE BOARD OR ITS COMMITTEES; AMENDING THE ARTICLES OF INCORPORATION; ADOPTING, AMENDING OR REPEALING THE BY-LAWS; OR APPROVING A PLAN OF MERGER. WHILE THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE THE AUTHORITY OF THE BOARD BETWEEN MEETINGS, IT IS EXPECTED THAT TO THE EXTENT POSSIBLE, IT WILL CONSULT WITH OR INFORM THE APPROPRIATE BOARD COMMITTEE CHARGED WITH OVERSIGHT OF A PARTICULAR ITEM OF BUSINESS PRIOR TO THE MATTER COMING BEFORE THE EXECUTIVE COMMITTEE FOR ACTION. IF SUCH CONSULTATION IS NOT FEASIBLE DUE TO TIME CONSTRAINTS OR EXIGENT CIRCUMSTANCES, THE APPROPRIATE COMMITTEE CHAIR(S) SHOULD BE CONSULTED IN ADVANCE OF THE EXECUTIVE COMMITTEES ACTION AND THE FULL COMMITTEE(S) INFORMED OF THE ACTION AS SOON AS PRACTICABLE THEREAFTER.
FORM 990, PART VI, LINE 2:R. LEWIS BOGGS AND PAUL B. QUEALLY HAVE IDENTIFIED A BUSINESS RELATIONSHIP WITH EACH OTHER. R. LEWIS BOGGS AND ROBIN BLANDFORD HAVE IDENTIFIED A BUSINESS RELATIONSHIP WITH EACH OTHER. PAUL B. QUEALLY AND ALAN W. BREED HAVE IDENTIFIED A BUSINESS RELATIONSHIP WITH EACH OTHER.
FORM 990, PART VI LINE 11B:THE FORM 990 WAS REVIEWED BY THE UNIVERSITY OF RICHMOND'S VICE PRESIDENT FOR BUSINESS AND FINANCE AND BY ITS GENERAL COUNSEL. FOLLOWING THAT REVIEW, A DRAFT OF THE FORM 990 WAS PROVIDED TO THE UNIVERSITY'S PRESIDENT, RECTOR, VICE RECTOR, CHAIR OF ITS BUSINESS MANAGEMENT COMMITTEE AND MEMBERS OF THE AUDIT AND COMPLIANCE COMMITTEE. A MEETING WAS CONDUCTED TO REVIEW THE FORM 990 AND RESPOND TO ANY QUESTIONS THAT THE GROUP HAD REGARDING THE RETURN. FOLLOWING THAT MEETING, AN ELECTRONIC VERSION OF THE FORM 990 WAS DISTRIBUTED TO THE ENTIRE BOARD OF TRUSTEES. THE STAFF OF THE VICE PRESIDENT FOR BUSINESS AND FINANCE AND THE GENERAL COUNSEL CONDUCTED TWO INFORMATION SESSIONS TO REVIEW THE FORM 990 WITH THE MEMBERS OF THE BOARD OF TRUSTEES AND TO RESPOND TO ANY QUESTIONS. ALL OF THIS OCCURRED PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, LINE 12C:THE UNIVERSITY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY IN SEVERAL WAYS. FIRST, THE UNIVERSITY REQUIRES ALL INDIVIDUALS COVERED BY ITS POLICY TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. THE OFFICE OF THE SECRETARY TO THE BOARD OF TRUSTEES ENSURES THAT ALL COVERED INDIVIDUALS COMPLETE THE DISCLOSURE FORM. PRIOR TO ALL MEETINGS OF THE BOARD OF TRUSTEES OR ANY COMMITTEE THEREOF, THE SECRETARY TO THE BOARD AND THE GENERAL COUNSEL OF THE UNIVERSITY REVIEW THE MEETING AGENDA IN LIGHT OF THE CONFLICT OF INTEREST DISCLOSURES TO IDENTIFY ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST THAT MIGHT ARISE. ADDITIONALLY, THE UNIVERSITY'S CONFLICT OF INTEREST POLICY REQUIRES COVERED INDIVIDUALS TO UPDATE THEIR DISCLOSURE FORMS DURING THE YEAR AND TO NOTIFY APPROPRIATE UNIVERSITY OFFICIALS OF ANY ACTUAL OR POTENTIAL CONFLICT THAT MIGHT ARISE PRIOR TO OR IN THE COURSE OF A MEETING. IF THERE IS A CONFLICT OF INTEREST, THE INVOLVED INDIVIDUAL IS REQUIRED TO RECUSE HIM OR HERSELF FROM THE DISCUSSION OF THE MATTER AT ISSUE, TO REFRAIN FROM VOTING ON THE MATTER AND TO REFRAIN FROM SEEKING TO INFLUENCE THE VOTE ON THE MATTER.
FORM 990, PART VI, LINE 15A:ON AN ANNUAL BASIS, THE BOARD OF TRUSTEES OF THE UNIVERSITY OF RICHMOND HAS DELEGATED AUTHORITY FOR RECOMMENDING THE APPROVAL OF THE COMPENSATION OF THE PRESIDENT TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE MEMBERS OF THE COMPENSATION COMMITTEE ARE THE RECTOR AND VICE RECTOR OF THE UNIVERSITY AND TWO OTHER MEMBERS OF THE BOARD OF TRUSTEES. THE UNIVERSITY ENSURES THAT THE MEMBERS OF THE COMPENSATION COMMITTEE DO NOT HAVE A CONFLICT OF INTEREST WITH REGARD TO ANY MATTER COMING BEFORE THEM. IN SETTING THE INITIAL COMPENSATION AND BENEFITS OF THE PRESIDENT AND IN CONSIDERING ANY MATERIAL AMENDMENT TO HIS EMPLOYMENT AGREEMENT, THE COMPENSATION COMMITTEE HAS ENGAGED AN OUTSIDE COMPENSATION CONSULTANT. THE COMPENSATION CONSULTANT RELIES ON COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS AND HAS OPINED ON THE REASONABLENESS OF THE PRESIDENT'S COMPENSATION. IN CONDUCTING THE REVIEW, THE COMPENSATION COMMITTEE RELIES ON COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMPENSATION COMMITTEE ARE DOCUMENTED CONTEMPORANEOUSLY.
FORM 990, PART VI, LINE 15B:ON AN ANNUAL BASIS, THE BOARD OF TRUSTEES OF THE UNIVERSITY OF RICHMOND HAS DELEGATED AUTHORITY FOR REVIEWING AND APPROVING THE PRESIDENT'S RECOMMENDATIONS REGARDING THE COMPENSATION OF HIS DIRECT REPORTS TO THE COMPENSATION COMMITTEE. THE MEMBERS OF THE COMPENSATION COMMITTEE ARE THE RECTOR AND VICE RECTOR OF THE UNIVERSITY AND TWO OTHER MEMBERS OF THE BOARD OF TRUSTEES. THE UNIVERSITY ENSURES THAT THE MEMBERS OF THE COMPENSATION COMMITTEE DO NOT HAVE A CONFLICT OF INTEREST WITH REGARD TO ANY MATTER COMING BEFORE THEM. THE COMPENSATION COMMITTEE UTILIZES COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE COMPENSATION COMMITTEE APPROVES THE COMPENSATION FOR ALL OF THE PRESIDENT'S DIRECT REPORTS AND ANY OTHER UNIVERSITY EMPLOYEE WHO IS PAID MORE THAN $150,000 PER YEAR. THE DELIBERATIONS AND DECISIONS OF THE COMPENSATION COMMITTEE ARE DOCUMENTED CONTEMPORANEOUSLY.
FORM 990, PART VI, LINE 19:THE UNIVERSITY OF RICHMOND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE ON ITS PUBLIC WEBSITE. THE UNIVERSITY MAKES ITS CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSS ON INVESTMENTS (78,166,882); TAX INCOME DIFFERENTIAL FROM RFMC K-1 (3,640,264); CHANGE IN FAIR VALUE OF SWAP AGREEMENTS (17,416,692); CHANGE IN PRESENT VALUE - SPLIT INTEREST AGREEMENTS 178,191; CHANGE IN POST-RETIREMENT BENEFIT OBLIGATION (3,540,767); TOTAL PART XI, LINE 5 (102,586,414)OTHER CHANGES IN NET ASSETS OR FUND BALANCES

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
RICHMOND QUADRANGLE LLC
201 MARYLAND HALLRICHMONDVA231730001540505965PROPERTY MGMTVA313933328178087UR
SPIDER MANAGEMENT COMPANY LLC
201 MARYLAND HALLRICHMONDVA231730001261501416INVSTMNT MGMTVA54857091089005UR

Form990 Schedule R Part III Form990ScheduleRPartIII (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartnerPercentage OwnershipPercentageOwnershipCode VCodeVAmount
PROP HLDNGS LLC
201 MARYLAND HALLRICHMONDVA23173541738291REAL ESTATE LOANSVAUREXCLUDED-277068915589938truefalse0.99000
PROP HLDNGS II LLC
201 MARYLAND HALLRICHMONDVA23173550793239REAL ESTATE LOANSVAUREXCLUDED-11880truefalse0.87500
PROP HLDNGS III LLC
201 MARYLAND HALLRICHMONDVA23173651229396REAL ESTATE LOANSVAUREXCLUDED2222630956158truefalse0.65220
ROR PARTNERSHIP
201 MARYLAND HALLRICHMONDVA23173261761403INVESTMENT MGMTVAUREXCLUDED681393501962747667falsetrue0.62064-$3,339,861
RICHMOND FUND LP
6802 PARAGON PLRCHMNDVA23230261501561INVESTMENT MGMTVARFMCEXCLUDED00truefalse$0
RCHMND FND MGMT LLC
201 MARYLAND HALLRICHMONDVA23173261501524INVESTMENT MGMTVASMCEXCLUDED54857090truetrue1.00000

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Primary ActivityPrimaryActivityBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
13 CHARITABLE REMAINDER TRUSTS
CRTNATRUST000.00000
2 CHARITABLE LEAD TRUSTS
CLTNATRUST000.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgtrueSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
PROPERTY HOLDINGS LLC
R9839507CASH
ROR PARTNERSHIP
Q32991521GAAP
PROPERTY HOLDINGS III LLC
R1033037CASH
RICHMOND FUND MANAGEMENT CO LLC
R1845445CASH
ROR PARTNERSHIP
R1151636GAAP
RICHMOND FUND LP
F25000000CASH

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