UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION (EIN 54-0838566)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201241369349300514
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T06:43:10-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANTZMON WIEBEL LLP CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 E JEFFERSON ST PO BOX 1408 | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540838566 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4349243466 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 MASSIE ROAD | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 229031738 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP D CRIGGER | Name |
| Title | TREASURER / CFO | Title |
| Phone | 4349243466 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFRED L LAYNE JR | Name |
| Phone | 4342962156 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PHILIP D CRIGGER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 MASSIE ROAD | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 229031738 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 40121944 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.VIRGINIA.EDU/FOUNDATIONS/INDEX.HTML | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | THE UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION'S PRIMARY PURPOSE IS TO RECEIVE, MANAGE AND EXPEND FUNDS FOR THE BENEFIT OF THE UNIVERSITY OF VIRGINIA SCHOOL OF LAW. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 27 | TotalNbrEmployees |
| Total Nbr Volunteers | 1200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 16342929 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18560167 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 188903 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 210474 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2387523 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3784054 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4149 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3530 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18923504 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22558225 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12752567 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7605325 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2597794 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2607872 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2168290 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3406299 | OtherExpensePriorYear |
| Other Expenses Current Year | 3552582 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18756660 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13765779 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 166844 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8792446 | RevenuesLessExpensesCY |
| Total Assets BOY | 291421028 | TotalAssetsBOY |
| Total Assets EOY | 357808817 | TotalAssetsEOY |
| Total Liabilities BOY | 935621 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1119667 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 290485407 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 356689150 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION'S PRIMARY PURPOSE IS TO RECEIVE, MANAGE AND EXPEND FUNDS FOR THE BENEFIT OF THE UNIVERSITY OF VIRGINIA SCHOOL OF LAW. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8507541 | Expense |
| Grants | 7605325 | Grants |
| Revenue | 214004 | Revenue |
| Description | EXPENDITURES ARE MADE FOR PROFESSORSHIPS, FACULTY RESEARCH, STUDENT FINANCIAL AID, STUDENT JOURNALS, AWARDS AND ACTIVITIES, THE GRADUATE PROGRAM, THE LAW LIBRARY, AND OTHER PROJECTS DEEMED TO BE IN THE INTEREST OF THE UNIVERSITY OF VIRGINIA SCHOOL OF LAW AND WITHIN ITS CHARTER. THIS EXEMPT PURPOSE IS THE FOCUS OF THE FOUNDATION'S ACTIVITIES THROUGH DEVELOPMENT AND FUNDRAISING EFFORTS AND INVESTMENT OF FUNDS. | Description |
| Total Program Service Expense | 8507541 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 99 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 27 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4349243466 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 MASSIE ROAD | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 229031738 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LILLIAN R BEVIER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALFONSO L CARNEY JR | |||||||
| TRUSTEE/CHAIR EXEC COM | 1.00 | X | 0 | 0 | 0 | ||
| CAMERON L COWAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GENE D DAHMEN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES D FOX IV | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN W GLYNN JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ALLEN C GOOLSBY III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL J HORVITZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA S JEREMIAH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| EDWARD J KELLY III | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROGER H KIMMEL | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | ||
| GORDON F RAINEY JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH S SCOTT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM M SLAUGHTER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM B FRYER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY L HUMBER JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARTHA L KARSH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEPHEN A CARDI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT G ZACK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| PAUL G MAHONEY | |||||||
| EX-OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DAVID L MULLIKEN | |||||||
| EX-OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| F BLAIR WIMBUSH | |||||||
| EX-OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BRADFORD G KEITHLEY | |||||||
| EX-OFFICIO MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LUIS ALVAREZ JR | |||||||
| PRESIDENT/CEO | 40.00 | 316840 | 0 | 54349 | X | X | |
| PHILIP D CRIGGER | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 110235 | 0 | 23616 | X | X | |
| HELEN M SNYDER | |||||||
| CHIEF OPERATING OFFICER | 40.00 | 205586 | 0 | 40820 | X | X | |
| DAVID IBBEKEN | |||||||
| PRESIDENT EMERITUS | 20.00 | 109804 | 0 | 24304 | X | ||
| ELIZABETH HILLES | |||||||
| DIRECTORS OF TRUSTS, ESTATES & PLANNED GIVING | 40.00 | 142501 | 0 | 33407 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 884966 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 176496 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| UVA INVESTMENT MANAGEMENT COMPANY | |||||
| PO BOX 400215 | CHARLOTTESVILLE | VA | 229044215 | INVESTMENT MANAGEMENT SERVICES | 521976 |
| OCH-ZIFF CAPITAL MANAGEMENT GROUP | |||||
| 9 WEST 57TH STREET 39TH FLOOR | NEW YORK | NY | 10019 | INVESTMENT MANAGEMENT SERVICES | 417869 |
| CONVEXITY CAPITAL MANAGEMENT LP | |||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | INVESTMENT MANAGEMENT SERVICES | 417263 |
| KING STREET CAPITAL LTD | |||||
| 300 MADISON AVE 5TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT SERVICES | 326283 |
| FARALLON CAPITAL MANAGEMENT LLC | |||||
| 245 PARK AVENUE SUITE 2463 | NEW YORK | NY | 10167 | INVESTMENT MANAGEMENT SERVICES | 308525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 18560167 | AllOtherContributions |
| Noncash Contributions | 585847 | NoncashContributions |
| Total Contributions | 18560167 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PUBLIC INT LAW ASSOC | 611710 | 89743 | 89743 |
| STUDENT ACTIVITIES | 611710 | 56353 | 56353 |
| CTR: NATL SECURITY | 611710 | 51633 | 51633 |
| RHODES CONFERENCE | 611710 | 12745 | 12745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 210474 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2334300 | TotalRevenueColumn |
| Exclusion | $2,334,300 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3530 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3530 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19013473 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17563719 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1449754 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1449754 | TotalRevenueColumn |
| Exclusion | $1,449,754 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22558225 | TotalRevenueColumn |
| Related Or Exempt Function Income | 214004 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,784,054 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7605325 | Total |
| Program Services | 7605325 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 684465 | Total |
| Management And General | 180736 | ManagementAndGeneral |
| Fundraising | 503729 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1430719 | Total |
| Program Services | 280570 | ProgramServices |
| Management And General | 388539 | ManagementAndGeneral |
| Fundraising | 761610 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168153 | Total |
| Program Services | 33026 | ProgramServices |
| Management And General | 45698 | ManagementAndGeneral |
| Fundraising | 89429 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203512 | Total |
| Program Services | 38819 | ProgramServices |
| Management And General | 58528 | ManagementAndGeneral |
| Fundraising | 106165 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121023 | Total |
| Program Services | 19168 | ProgramServices |
| Management And General | 31085 | ManagementAndGeneral |
| Fundraising | 70770 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8971 | Total |
| Management And General | 398 | ManagementAndGeneral |
| Fundraising | 8573 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59718 | Total |
| Management And General | 59718 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2115452 | Total |
| Management And General | 2115452 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127002 | Total |
| Management And General | 121043 | ManagementAndGeneral |
| Fundraising | 5959 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180715 | Total |
| Program Services | 17355 | ProgramServices |
| Management And General | 17126 | ManagementAndGeneral |
| Fundraising | 146234 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45543 | Total |
| Program Services | 8513 | ProgramServices |
| Management And General | 22142 | ManagementAndGeneral |
| Fundraising | 14888 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133587 | Total |
| Program Services | 5099 | ProgramServices |
| Management And General | 5813 | ManagementAndGeneral |
| Fundraising | 122675 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550828 | Total |
| Program Services | 333640 | ProgramServices |
| Management And General | 14652 | ManagementAndGeneral |
| Fundraising | 202536 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18656 | Total |
| Management And General | 4533 | ManagementAndGeneral |
| Fundraising | 14123 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33203 | Total |
| Management And General | 12979 | ManagementAndGeneral |
| Fundraising | 20224 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PUBLICATIONS | 265148 | 165034 | 10017 | 90097 |
| FEES & LICENSES | 8382 | 840 | 629 | 6913 |
| DUES & SUBSCRIPTIONS | 5377 | 152 | 860 | 4365 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13765779 | Total |
| Program Services | 8507541 | ProgramServices |
| Management And General | 3089948 | ManagementAndGeneral |
| Fundraising | 2168290 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47844 | BOY |
| EOY | 56228 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16564911 | BOY |
| EOY | 14611268 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10034290 | BOY |
| EOY | 26553905 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 285205 | BOY |
| EOY | 281721 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100119 | BOY |
| EOY | 67694 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 114682 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 68512 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59138 | BOY |
| EOY | 46170 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23153489 | BOY |
| EOY | 24153129 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 232642466 | BOY |
| EOY | 290367333 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8533566 | BOY |
| EOY | 1671369 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291421028 | BOY |
| EOY | 357808817 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 293415 | BOY |
| EOY | 378879 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 642206 | BOY |
| EOY | 740788 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 935621 | BOY |
| EOY | 1119667 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45631627 | BOY |
| EOY | 53390109 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135140611 | BOY |
| EOY | 184278696 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109713169 | BOY |
| EOY | 119020345 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290485407 | BOY |
| EOY | 356689150 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291421028 | BOY |
| EOY | 357808817 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 8792446 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 57411297 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15304890 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13100667 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10783164 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16342929 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18560167 | CurrentTaxYear |
| Total | 74091817 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 83000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 83000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83000 | CurrentTaxYear |
| Total | 410000 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15382890 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13183667 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10866164 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16425929 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18643167 | CurrentTaxYear |
| Total | 74501817 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1866256 | AmountsSubstContributorsTotal |
| Public Support Total170 | 72635561 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5208786 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3601026 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2091389 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2333091 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2337830 | CurrentTaxYear |
| Total | 15572122 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1465 | CurrentTaxYearMinus4Years |
| Total | 1465 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 768 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6031 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1070 | CurrentTaxYearMinus1Year |
| Total | 7969 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 90083373 | TotalSupport |
| Gross Receipts From Admissions Etc | 919093 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.80630 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.79340 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 261535908 | BeginningOfYearBalance |
| Contributions | 7385806 | Contributions |
| Investment Earnings Or Losses | 55193608 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6880415 | GrantsOrScholarships |
| End Of Year Balance | 317234907 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 233795688 | BeginningOfYearBalance |
| Contributions | 6155621 | Contributions |
| Investment Earnings Or Losses | 33290590 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11705991 | GrantsOrScholarships |
| End Of Year Balance | 261535908 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 290728716 | BeginningOfYearBalance |
| Contributions | 9382685 | Contributions |
| Investment Earnings Or Losses | -56020936 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10294777 | GrantsOrScholarships |
| End Of Year Balance | 233795688 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.67000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.33000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23774 | OtherCostOrOtherBasis |
| Depreciation | 18560 | Depreciation |
| Book Value | 5214 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 90908 | OtherCostOrOtherBasis |
| Depreciation | 49952 | Depreciation |
| Book Value | 40956 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 46170 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 48156465 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INSTITUTIONAL FUNDS | Description |
| Book Value | 242210868 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 290367333 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNITRUST LIABILITY | Description |
| Amount | $740,788 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 740788 | TotalOfAmounts |
| Total Revenue | 22558225 | TotalRevenue |
| Total Expenses | 13765779 | TotalExpenses |
| Excess Or Deficit For Year | 8792446 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 53844699 | NetUnrealizedGLOnInvestments |
| Other | $3,566,598 | OtherAmount |
| Total Adjustments | 57411297 | TotalAdjustments |
| Excess Or Deficit Per FS | 66203743 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 78980745 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 53844699 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 105750 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 4551172 | OtherRevenues |
| Revenue Not Rptd F990 | 58501621 | RevenueNotRptdF990 |
| Revenue Subtotal | 20479124 | RevenueSubtotal |
| Investment Expenses Not Included | 2079101 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2079101 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22558225 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12777002 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 105750 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 984574 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1090324 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11686678 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2079101 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 2079101 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13765779 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF 351 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR ACADEMIC SCHOLARSHIPS AND OPERATIONAL USES AS WELL AS FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FASB AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX PROVISIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. THE FEDERAL INFORMATION RETURNS OF THE FOUNDATION ARE GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | SPLIT INTEREST AGREEMENT VALUE CHANGE 39,086. CHARITABLE REMAINDER TRUSTS RECEIVABLE VALUE CHANGE 3,463,403. CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES VALUE CHANGE 64,109. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTEREST ON LAW GROUNDS 3,156. FOUNDATION ADMINISTRATIVE FEE 981,418. SPLIT INTEREST AGREEMENT VALUE CHANGE 39,086. CHARITABLE REMAINDER TRUSTS RECEIVABLE VALUE CHANGE 3,463,403. CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES CHANGE 64,109. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | INTEREST ON LAW GROUNDS 3,156. FOUNDATION ADMINISTRATIVE FEE 981,418. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF VIRGINIA LAW SCHOOL | |||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 229031738 | 546001796 | 501(C)(3) | 4189322 | FINANCIAL AID |
| UNIVERSITY OF VIRGINIA LAW SCHOOL | |||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 229031738 | 546001796 | 501(C)(3) | 1812160 | SPECIAL ACADEMIC PROGRAMS |
| UNIVERSITY OF VIRGINIA LAW SCHOOL | |||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 229031738 | 546001796 | 501(C)(3) | 923570 | FACULTY |
| UNIVERSITY OF VIRGINIA LAW SCHOOL | |||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 229031738 | 546001796 | 501(C)(3) | 365817 | STUDENT ACTIVITIES |
| UNIVERSITY OF VIRGINIA LAW SCHOOL | |||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 229031738 | 546001796 | 501(C)(3) | 224498 | LIBRARY |
| UNIVERSITY OF VIRGINIA LAW SCHOOL | |||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 229031738 | 546001796 | 501(C)(3) | 89958 | LAW GROUNDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION PROVIDES GRANTS TO THE UNIVERSITY OF VIRGINIA SCHOOL OF LAW BASED ON DONORS' INTENTIONS AND/OR PER THE REQUEST OF THE DEAN. ALL DONOR RESTRICTIONS ARE FORWARDED TO THE LAW SCHOOL. ALL FUNDING REQUESTS ARE PROCESSED AND MAINTAINED IN THE TREASURER'S OFFICE. THE DEAN'S OFFICE PROVIDES AN ANNUAL REPORT OF FUNDING BY EXPENDITURES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LUIS ALVAREZ JR | |||||||||||||
| 278875 | 0 | 26300 | 0 | 11665 | 0 | 38297 | 0 | 16052 | 0 | 371189 | 0 | 0 | 0 |
| HELEN M SNYDER | |||||||||||||
| 178341 | 0 | 21300 | 0 | 5945 | 0 | 25068 | 0 | 15752 | 0 | 246406 | 0 | 0 | 0 |
| ELIZABETH HILLES | |||||||||||||
| 125623 | 0 | 16300 | 0 | 578 | 0 | 17800 | 0 | 15607 | 0 | 175908 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | FOUNDATION EMPLOYEES RECEIVE A 50% DISCOUNT ON MEMBERSHIP FEES FOR THE UNIVERSITY OF VIRGINIA INTRAMURAL-RECREATIONAL SPORTS PASS WHICH ALLOWS HOLDERS TO USE CERTAIN UNIVERSITY SPORTS FACILITIES. | Explanation |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 9715 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 135 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 560414 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS | Description |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15718 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE ORGANIZATION USES SEVERAL BROKERAGE HOUSES TO SELL PUBLICLY TRADED SECURITIES CONTRIBUTED DURING THE YEAR. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COMPLETED IRS FORM 990 IS TO BE SUBMITTED TO THE AUDIT CHAIR FOR REVIEW AND APPROVAL BEFORE FILING. ONCE APPROVED BY THE AUDIT CHAIR, THE FORM IS TO BE MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW, QUESTIONS, AND/OR COMMENTS. ALL QUESTIONS AND CONCERNS SHOULD BE SUBMITTED TO THE TREASURER WITHIN SEVEN DAYS THE FORM IS MADE AVAILABLE FOR VIEWING. THE TREASURER WILL BE RESPONSIBLE FOR ADDRESSING ALL QUESTIONS AND/OR CONCERNS, AND FOR MAKING ADJUSTMENTS, WHEN NECESSARY, TO THE FORM BEFORE FILING. ONCE ALL QUESTIONS AND/OR CONCERNS RELATED TO IRS FORM 990 HAVE BEEN ADDRESSED, THE FORM SHALL BE FILED IN ACCORDANCE WITH IRS FILING REQUIREMENTS. | |
| EACH TRUSTEE, OFFICER, AND EMPLOYEE OF THE FOUNDATION SHALL PROVIDE ANNUALLY A WRITTEN CERTIFICATION THAT HE OR SHE HAS READ THE POLICY, HAS COMPLIED WITH ITS PROVISIONS (EXCEPT AS MAY BE NOTED ON THE CERTIFICATION), AND WILL COMPLY WITH IT IN THE FUTURE. SIGNED COPIES OF THIS CERTIFICATION ARE KEPT IN THE RECORDS OF THE FOUNDATION. IF AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST EXISTS, THIS CONFLICT WILL BE PRESENTED TO THE BOARD OF TRUSTEES FOR DISCUSSION. THE CHAIR OF THE FOUNDATION SHALL APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE CONFLICT. IF AN ALTERNATIVE TRANSACTION OR ARRANGEMENT IS NOT POSSIBLE WITHOUT SIGNIFICANT ADDITIONAL EXPENSE OR OTHER BURDENSOME REQUIREMENTS, THE BOARD OF TRUSTEES SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, THE BOARD OF TRUSTEES SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE BOARD OF TRUSTEES HAS REASONABLE CAUSE TO BELIEVE A TRUSTEE, OFFICER OR EMPLOYEE HAS FAILED TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ESTABLISHING A COMPENSATION COMMITTEE THAT HAS GENERAL OVERSIGHT OF THE FOUNDATION'S EXECUTIVE AND STAFF COMPENSATION. SPECIFIC DUTIES INCLUDE YEARLY EVALUATION OF THE CHIEF EXECUTIVE OFFICER OF THE FOUNDATION AND TO CONSIDER COMPENSATION RECOMMENDATIONS PROVIDED BY THE CEO. A COMPETENT SALARY SURVEY WILL BE USED TO BENCHMARK COMPENSATION UTILIZING REGIONAL INDUSTRY SURVEYS AND OTHER STUDIES. A DISCUSSION WILL BE HELD CONCERNING COMPENSATION RELATIVE TO ANNUAL BENCHMARK AND ESTABLISHED OBJECTIVES. THE COMMITTEE MEETS IN EXECUTIVE SESSION WITHOUT THE CEO PRESENT, AND AFTER CONSIDERATION OF ALL RELEVANT INFORMATION MAKES A DECISION REGARDING COMPENSATION. THE COMPENSATION COMMITTEE THEN MEETS WITH THE CEO TO DISCUSS AND DOCUMENT COMPENSATION FOR THE UPCOMING YEAR. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION'S FORM 1023 AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION BOTH AT THE ORGANIZATION'S OFFICE AND THROUGH THE UNIVERSITY OF VIRGINIA'S OFFICE OF PUBLIC RELATIONS. | FORM 990, PART VI, SECTION C, LINE 18 | |
| THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS MAY BE DISTRIBUTED TO THE GENERAL PUBLIC UPON REQUEST. HOWEVER, ALL REQUESTS ARE SUBJECT TO APPROVAL BY THE CFO/TREASURER OF THE ORGANIZATION AFTER CONSIDERATION OF THE INTENDED USE OF THE DOCUMENTS. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 53,844,699. SPLIT INTEREST AGREEMENT VALUE CHANGE 39,086. CHARITABLE REMAINDER TRUSTS RECEIVABLE VALUE CHANGE 3,463,403. CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES VALUE CHANGE 64,109. TOTAL TO FORM 990, PART XI, LINE 5: 57,411,297. | FORM 990, PART XI, LINE 5: |
| THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. | FORM 990, PART XI, LINE 12C: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF VIRGINIA LAW SCHOOL ALUMNI ASSOCIATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 MASSIE ROAD | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 229031738 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521577660 | EIN |
| Primary Activities | ALUMNI RELATIONS | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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