2025-03-27T10:35:09-05:00 2024-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2023-07-01 811390563 UNIVERSITY OF VIRGINIA FRANK BATTEN SCHO OF LEADERSHIP & PUBLIC POLICY FOUNDATION UNIV 4342433155 235 MCCORMICK ROAD CHARLOTTESVILLE VA 229044893 CRAIG LINDQVIST EXECUTIVE DIRECTOR 4342433155 2025-03-26 1 0 MONTE J GLANZER P01301538 4342962156 2023 2025-03-06 01:10:19Z CRAIG LINDQVIST 235 MCCORMICK ROAD CHARLOTTESVILLE VA 229044893 1637923 0 X N/A X 2016 VA THE UNIVERSITY OF VIRGINIA FRANK BATTEN SCHOOL OF LEADERSHIP AND PUBLIC POLICY FOUNDATION'S (THE FOUNDATION) MISSION IS TO SUPPORT THE UNIVERSITY OF VIRGINIA FRANK BATTEN SCHOOL OF LEADERSHIP AND PUBLIC POLICY (THE SCHOOL) BY ENGAGING IN FUND-RAISING AND MANAGEMENT OF ENDOWMENT AND OTHER ASSETS FOR THE BENEFIT OF THE SCHOOL, SUPPORTING AND ADVANCING THE PURPOSES OF THE SCHOOL, AND ADMINISTERING GIFTS, GRANTS, BEQUESTS, AND DEVISES FOR THE SUPPORT AND ADVANCEMENT OF THE SCHOOL. THE FOUNDATION'S PRIMARY FUNDING SOURCES ARE CONTRIBUTIONS FROM INDIVIDUALS AND GRANTS FROM FOUNDATIONS FOR THE SUPPORT OF THE SCHOOL. 18 18 0 38 0 0 1018712 1529420 0 0 3251 14489 0 0 1021963 1543909 347866 516764 0 0 0 0 0 0 6605 213922 306434 561788 823198 460175 720711 11471279 12701790 0 27238 11471279 12674552 X THE UNIVERSITY OF VIRGINIA FRANK BATTEN SCHOOL OF LEADERSHIP AND PUBLIC POLICY FOUNDATION'S (THE FOUNDATION) MISSION IS TO SUPPORT THE UNIVERSITY OF VIRGINIA FRANK BATTEN SCHOOL OF LEADERSHIP AND PUBLIC POLICY (THE SCHOOL) BY ENGAGING IN FUND-RAISING AND MANAGEMENT OF ENDOWMENT AND OTHER ASSETS FOR THE BENEFIT OF THE SCHOOL, SUPPORTING AND ADVANCING THE PURPOSES OF THE SCHOOL, AND ADMINISTERING GIFTS, GRANTS, BEQUESTS, AND DEVISES FOR THE SUPPORT AND ADVANCEMENT OF THE SCHOOL. THE FOUNDATION'S PRIMARY FUNDING SOURCES ARE CONTRIBUTIONS FROM INDIVIDUALS AND GRANTS FROM FOUNDATIONS FOR THE SUPPORT OF THE SCHOOL. 0 0 107780 SCHOOL SUPPORT - EXPENDITURES SUPPORTING THE UNIVERSITY OF VIRGINIA AND OTHER ORGANIZATIONS TO SUPPORT THE SCHOOL INCLUDING OPERATIONAL SUPPORT, FACILITIES IMPROVEMENT, AND MANAGEMENT. 626230 516764 STUDENT SUPPORT - EXPENDITURES SUPPORTING INDIVIDUAL STUDENTS THROUGH SCHOLARSHIPS, FELLOWSHIPS, OR RESEARCH AWARDS; OR ADMINISTRATIVE AND OPERATIONAL SUPPORT FOR STUDENT-FOCUSED PROGRAMS. 2452 FACULTY SUPPORT - EXPENDITURES SUPPORTING FACULTY SUCCESS IN ANY PORTION(S) OF EDUCATIONAL, RESEARCH, AND SERVICE MISSIONS VIA DIRECT FUNDING OF INITIATIVES, SALARY SUPPORT, PROFESSIONAL DEVELOPMENT, OR OTHER RELATED ENDEAVORS. 736462 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AR CA KY MD MA MI MN NH NJ NY OR SC UT X UVA FUND 4342439000 211 EMMET STREET SOUTH CHARLOTTESVILLE VA 22903 MR FRANK BATTEN JR TRUSTEE 1.00 X 0 0 0 MR CARLOS E CAVELIER TRUSTEE 1.00 X 0 0 0 MR WILLIAM A EVANOW TRUSTEE 1.00 X 0 0 0 MRS VICTORIA DUX HARKER TRUSTEE, CHAIR 1.00 X X 0 0 0 MS ANNA A DRAGANOVA TRUSTEE 1.00 X 0 0 0 MS MEGAN BARNETT TRUSTEE 1.00 X 0 0 0 MS HEATHER A HIGGINBOTTOM TRUSTEE 1.00 X 0 0 0 MRS SUSAN K PAYNE TRUSTEE 1.00 X 0 0 0 MR BRIAN HERBERT SIEGEL TRUSTEE 1.00 X 0 0 0 MR MICHAEL A MCKENZIE TRUSTEE 1.00 X 0 0 0 MS ELENA B OLSON TRUSTEE 1.00 X 0 0 0 MRS ANNIE MARTIN SIMONDS TRUSTEE 1.00 X 0 0 0 MR IAN SOLOMON TRUSTEE, DEAN 2.00 X 23845 0 6724 MR CHARLES M STEWART TRUSTEE 1.00 X 0 0 0 MR RUSSELL T LIBBY TRUSTEE 1.00 X 0 0 0 MR MICHAEL A MALLORY TRUSTEE 1.00 X 0 0 0 MR RUSSELL W HORWITZ TRUSTEE 1.00 X 0 0 0 MR MARK BOWLES TRUSTEE 1.00 X 0 0 0 MR CRAIG LINDQVIST EXECUTIVE DIRECTOR 2.00 X 14505 0 4090 38350 0 10814 0 0 0 1 0 1529420 42677 1529420 14535 14535 93968 94014 -46 -46 -46 1543909 0 0 14489 516764 516764 1147 1147 51780 51780 26300 26300 2051 2051 OTHER PROGRAM EXPENSE 219698 219698 REGISTRATION FEES 5458 5458 823198 736462 80131 6605 999578 1373337 583145 563675 9300 56666 9879256 10708112 11471279 12701790 27238 0 27238 X 54628 131492 11416651 12543060 11471279 12674552 11471279 12701790 X 720711 712680 -230118 X X 0 1 X 1 0 X 380239 1603106 343306 1018712 1486743 4832106 147852 157915 156786 156786 154802 774141 528091 1761021 500092 1175498 1641545 5606247 851585 4754662 1 4332 14535 18868 5625115 0.84530 0.44720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9879255 144176 742894 28000 30214 10708111 9607450 169438 194320 68600 23353 9879255 9632664 482500 -486443 21271 9607450 6204536 367000 3094686 20000 13558 9632664 3870609 2055000 310638 20000 11711 6204536 0.62310 0.37690 1 0 0 ENDOWMENT FUNDS 10708112 F 10708112 X 2181273 712680 154802 -230118 637364 1543909 0 1543909 978000 154802 154802 823198 0 823198 PART V, LINE 4: THE EARNINGS OF THE ENDOWMENT FUNDS ARE USED BASED ON THE DONORS' RESTRICTIONS. PART X, LINE 2: THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROMISES TO GIVE VALUATION ADJUSTMENTS -230,118. SCHEDULE D, PARTS XII, LINE 2 B AND XIII, LINE 2A DETAILS OF CONTRIBUTED SERVICES: THE FOUNDATION RECIEVES CONTRIBUTED SERVICES FROM THE UNIVERSITY OF VIRGINIA FRANK BATTEN SCHOOL OF LEADERSHIP AND PUBLIC POLICY IN THE FORM OF STAFF TIME. THE AMOUNT OF CONTRIBUTED SERVICES IS BASED ON THE PERCENTAGE OF TIME ATTRIBUTABLE TO THE FOUNDATION'S OPERATIONS. THE CONTRIBUTED SERVICES AMOUNT OF $154,802 IS CLASSIFED AS: $79,339 - MANAGEMENT AND GENERAL $75,463 - FUND-RAISING 0 UNIVERSITY OF VIRGINIA FRANK BATTEN SCHOOL OF LEADERSHIP AND PUBLIC POLICY PO BOX 400893 CHARLOTTESVILLE VA 229044893 546001796 501(C)(3) 0 516764 SUPPORT THE UNIVERSITY OF VIRGINIA FRANK BATTEN SCHOOL OF LEADERSHIP AND PUBLIC POLICY 0 0 0 0 0 0 0 0 0 MR IAN SOLOMON TRUSTEE, DEAN 23845 0 0 0 0 0 0 0 6724 0 30569 0 0 0 MR CRAIG LINDQVIST EXECUTIVE DIRECTOR 14505 0 0 0 0 0 0 0 4090 0 18595 0 0 0 FORM 990, PART VII, LINE 5 AND SCHEDULE J, PART II: CRAIG LINDQVIST IS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. IAN SOLOMON IS THE DEAN OF THE SCHOOL AND SERVES AS A TRUSTEE ON THE FOUNDATION BOARD. BOTH INDIVIDUALS RECEIVE COMPENSATION FROM THE UNIVERSITY OF VIRGINIA (UVA), AN UNRELATED ORGANIZATION. THE COMPENSATION REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II REPRESENTS ESTIMATES OF THEIR TIME AND EFFORTS RELATED TO FOUNDATION AFFAIRS AND DOES NOT REPRESENT ADDITIONAL COMPENSATION ABOVE WHAT IS RECEIVED FROM UVA. ADDITIONALLY, THE COMPENSATION REPORTED ON FORM 990 AND SCHEDULE J IS INCLUDED IN THE TOTAL CONTRIBUTED SERVICE AMOUNT REPORTED ON SCHEDULE D, PART XI, LINE 2B AND PART XII, LINE 2A. X 1 42677 QUOTED FAIR MARKET VALUE 0 0 0 1 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS, RATHER THAN THE NUMBER OF ITEMS RECEIVED. EACH CONTRIBUTION CAN INCLUDE MORE THAN ONE STOCK FROM A SINGLE DONOR. PART I, LINE 32B: THE FOUNDATION USES UVA GIFT PROCESSING SERVICES AND A SECURITIES BROKER FOR PROCESSING AND SELLING DONATED SECURITIES. FULL NAME OF ORGANIZATION THE UNIVERSITY OF VIRGINIA FRANK BATTEN SCHOOL OF LEADERSHIP AND PUBLIC POLICY FOUNDATION FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S BOARD OF TRUSTEES REVIEWS A DRAFT OF THE FORM 990 ANNUALLY. BASED UPON THAT REVIEW, IF THERE ARE NO CORRECTIONS, THE FORM 990 IS APPROVED, FINALIZED, AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AND RECERTIFIED ANNUALLY WITH TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S FORM 1023 AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PROMISES TO GIVE VALUATION ADJUSTMENTS -230,118. FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS: THE FOUNDATION MADE NO CHANGES TO THE OVERSIGHT PROCESS DURING THE FISCAL YEAR.