Nonprofit · EIN 56-2462804
UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY
Tax-exempt · CHARLOTTESVLE, VA 22902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $780,811,330 | $32,863,515 | $747,947,815 | $16,078,987,884 | $16,051,352,309 | $27,635,575 |
| June 30, 2024 | 990 | $912,342,229 | $42,707,252 | $869,634,977 | $14,631,722,442 | $14,611,026,063 | $20,696,379 |
| June 30, 2023 | 990 | $355,289,212 | $32,219,659 | $323,069,553 | $13,880,767,946 | $13,861,357,751 | $19,410,195 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $780,811,330
- Net gain from sales of assets
- $799,172,076
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $15,254,640
- Other salaries and wages
- $8,225,100
- Salaries, compensation and benefits (total)
- $27,761,907
- Professional fundraising fees
- $0
- Legal fees
- $27,113
- Accounting fees
- $295,588
- Occupancy
- $722,591
- Travel
- $790,653
- Depreciation
- $567,659
- Program services (functional)
- $26,345,156
- Management and general (functional)
- $6,518,359
Balance sheet and other
- Total assets, start of year
- $14,631,722,442
- Total assets, end of year
- $16,078,987,884
- Total liabilities, end of year
- $16,051,352,309
- Net assets, end of year
- $27,635,575
- Land, buildings and equipment
- $1,711,781
- Publicly traded securities
- $2,151,123,444
- Net assets without donor restrictions
- $27,635,575
- Gross unrelated business income
- -$21,821,822
- Gross receipts
- $3,204,155,671
- Employees
- 57
- Volunteers
- 10
- Year formed
- 2004
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT W DURDEN | CEO/CIO Officer | 50 | $3,915,900 | $0 | $1,098,667 |
| E SARGENT MCGOWAN | MANAGING DIRECTOR END 6/24 Highest-paid employee | 50 | $2,683,894 | $0 | $45,589 |
| LINDSAY R LARSEN | MANAGING DIRECTOR Officer | 50 | $1,941,597 | $0 | $434,856 |
| JASON M LOVE | MANAGING DIRECTOR Officer | 50 | $1,653,267 | $0 | $501,240 |
| ERIC J BUNDONIS | MANAGING DIRECTOR Officer | 50 | $1,549,694 | $0 | $479,265 |
| J MATTHEW DORCHUCK | MANAGING DIRECTOR Officer | 50 | $1,435,424 | $0 | $430,211 |
| KRISTINA M ALIMARD | CHIEF OPERATING OFFICER Officer | 50 | $1,506,876 | $0 | $69,043 |
| JOHN M WINN | GEN CNSL/CCO & SECRETARY Officer | 50 | $1,301,098 | $0 | $202,151 |
| ADRIENNE C CLOUGH | MANAGING DIRECTOR Officer | 50 | $1,136,790 | $0 | $353,387 |
| ALLISON P GILLAM | CHIEF FINANCIAL OFFICER Officer | 50 | $973,219 | $0 | $220,198 |
| JENNIFER W DAVIS | DIRECTOR Trustee or director | 2 | $0 | $804,743 | $192,633 |
| ROBERT S HAMEL | DIRECTOR Highest-paid employee | 50 | $661,313 | $0 | $148,382 |
| BLAKE A FISCHER | DIRECTOR OF TECHNOLOGY Highest-paid employee | 50 | $602,473 | $0 | $60,348 |
| JEFFERY M BARNES | DIRECTOR Highest-paid employee | 50 | $394,134 | $0 | $60,268 |
| SHI LIU | SENIOR ASSOCIATE Highest-paid employee | 50 | $378,879 | $0 | $34,315 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN P CONNAUGHTON | CHAIR - BOD BEG 7/24 Trustee or director | 2 | $0 |
| MITCHELL R COHEN | DIRECTOR (FORMER CHAIR - BOD) Trustee or director | 2 | $0 |
| TIMOTHY P O'HARA | DIRECTOR Trustee or director | 2 | $0 |
| HENRY H MCVEY | DIRECTOR Trustee or director | 2 | $0 |
| THOMAS J BALTIMORE | DIRECTOR Trustee or director | 2 | $0 |
| ANDREW T MULDERRY | DIRECTOR Trustee or director | 2 | $0 |
| JAMES B MURRAY JR | DIRECTOR Trustee or director | 2 | $0 |
| GEORGE K MARTIN | DIRECTOR Trustee or director | 2 | $0 |
| ELIZABETH K WEYMOUTH | DIRECTOR Trustee or director | 2 | $0 |
| RICHARD TED WESCHLER | DIRECTOR BEG 7/24 Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT W DURDEN | CEO/CIO Officer | 50 | $4,473,742 | $0 | $2,331,626 |
| KRISTINA M ALIMARD | CHIEF OPERATING OFFICER Officer | 50 | $4,054,265 | $0 | $65,790 |
| E SARGENT MCGOWAN | MANAGING DIRECTOR Officer | 50 | $2,149,503 | $0 | $1,148,862 |
| LINDSAY R LARSEN | MANAGING DIRECTOR Officer | 50 | $1,920,640 | $0 | $968,612 |
| JASON M LOVE | MANAGING DIRECTOR Officer | 50 | $1,597,495 | $0 | $791,395 |
| ERIC J BUNDONIS | MANAGING DIRECTOR Officer | 50 | $1,137,574 | $0 | $786,286 |
| J MATTHEW DORCHUCK | MANAGING DIRECTOR BEG 7/23 Officer | 50 | $1,156,664 | $0 | $690,310 |
| JOHN M WINN | GEN CNSL/CCO & SECRETARY Officer | 50 | $984,784 | $0 | $585,566 |
| ADRIENNE C CLOUGH | MANAGING DIRECTOR Officer | 50 | $905,941 | $0 | $579,803 |
| ALLISON P GILLAM | CHIEF FINANCIAL OFFICER Officer | 50 | $770,869 | $0 | $280,478 |
| JENNIFER W DAVIS | DIRECTOR Trustee or director | 2 | $0 | $752,639 | $181,839 |
| ROBERT S HAMEL | DIRECTOR Highest-paid employee | 50 | $448,044 | $0 | $219,559 |
| BLAKE A FISCHER | DIRECTOR OF TECHNOLOGY Highest-paid employee | 50 | $563,131 | $0 | $57,295 |
| JEFFERY M BARNES | DIRECTOR Highest-paid employee | 50 | $371,820 | $0 | $54,777 |
| MARILYN K PERKINS | DIRECTOR Highest-paid employee | 50 | $336,245 | $0 | $54,003 |
| SHI LIU | SENIOR ASSOCIATE Highest-paid employee | 50 | $338,361 | $0 | $48,733 |
| MITCHELL R COHEN | CHAIR - BOD Trustee or director | 2 | $0 | $0 | $0 |
| MEREDITH B JENKINS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| TIMOTHY P O'HARA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| HENRY H MCVEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| THOMAS J BALTIMORE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOHN P CONNAUGHTON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ANDREW T MULDERRY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES B MURRAY JR | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| GEORGE K MARTIN | DIRECTOR BEG 7/23 Trustee or director | 2 | $0 | $0 | $0 |
| ELIZABETH K WEYMOUTH | DIRECTOR BEG 7/23 Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT W DURDEN | CEO/CIO Officer | 50 | $4,283,127 | $0 | $2,058,085 |
| E SARGENT MCGOWAN | MANAGING DIRECTOR Officer | 50 | $2,482,110 | $0 | $1,015,322 |
| LINDSAY R LARSEN | MANAGING DIRECTOR Officer | 50 | $2,066,424 | $0 | $844,678 |
| JASON M LOVE | MANAGING DIRECTOR Officer | 50 | $1,911,390 | $0 | $701,209 |
| KRISTINA M ALIMARD | CHIEF OPERATING OFFICER Officer | 50 | $951,866 | $0 | $981,007 |
| ERIC J BUNDONIS | MANAGING DIRECTOR Officer | 50 | $835,909 | $0 | $536,349 |
| J MATTHEW DORCHUCK | DIRECTOR Highest-paid employee | 50 | $814,055 | $0 | $523,742 |
| JOHN M WINN | GEN CNSL/CCO & SECRETARY Officer | 50 | $733,207 | $0 | $586,121 |
| JENNIFER W DAVIS | DIRECTOR Trustee or director | 2 | $0 | $720,061 | $171,321 |
| ALLISON P GILLAM | CHIEF FINANCIAL OFFICER Officer | 50 | $538,255 | $0 | $312,394 |
| BLAKE A FISCHER | DIRECTOR OF TECHNOLOGY Highest-paid employee | 50 | $503,475 | $0 | $53,830 |
| ADRIENNE C CLOUGH | MANAGING DIRECTOR BEG 8/22 Officer | 50 | $409,464 | $0 | $21,203 |
| ROBERT S HAMEL | DIRECTOR Highest-paid employee | 50 | $388,207 | $0 | $35,255 |
| JEFFERY M BARNES | DIRECTOR Highest-paid employee | 50 | $369,541 | $0 | $53,105 |
| MARILYN K PERKINS | SENIOR ASSOCIATE Highest-paid employee | 50 | $327,013 | $0 | $50,228 |
| MITCHELL R COHEN | CHAIR - BOD Trustee or director | 2 | $0 | $0 | $0 |
| JOHN B HARRIS JR | DIRECTOR END 6/23 Trustee or director | 2 | $0 | $0 | $0 |
| MEREDITH B JENKINS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOHN G MACFARLANE III | DIRECTOR END 6/23 Trustee or director | 2 | $0 | $0 | $0 |
| MERYL B WITMER | DIRECTOR END 12/22 Trustee or director | 2 | $0 | $0 | $0 |
| TIMOTHY P O'HARA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| HENRY H MCVEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| THOMAS J BALTIMORE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOHN P CONNAUGHTON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ANDREW T MULDERRY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES B MURRAY JR | DIRECTOR BEG 7/22 Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 701 E WATER ST STE 4, CHARLOTTESVLE, VA 22902-5499
- In care of
- % ROBERT DURDEN
- Principal officer (990 for 2024)
- ROBERT DURDEN, 701 E WATER STREET 4TH FLOOR, CHARLOTTESVILLE, VA 22902
- Signed the 990
- KRISTINA ALIMARD, COO
- Phone
- (434) 218-4540
- Website
- HTTP://WWW.UVIMCO.ORG
- Return prepared by
- PWC US TAX LLP
Mission
THE UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY (UVIMCO) IS ORGANIZED TO INVEST FUNDS ON BEHALF OF THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA (THE UNIVERSITY OR UVA) AND UNIVERSITY-ASSOCIATED ORGANIZATIONS (UAOS).
Program accomplishments
- UVIMCO PROVIDED HIGH-QUALITY INVESTMENT MANAGEMENT ON BEHALF OF THE UNIVERSITY OF VIRGINIA (THE UNIVERSITY OR UVA) AND AFFILIATED EXEMPT ORGANIZATIONS DESIGNATED BY THE UNIVERSITY. THE ORGANIZATION IMPROVED THE MANAGEMENT OF THE ENDOWMENT OF THE UNIVERSITY AND THEREBY ENHANCED THE EDUCATIONAL BENEFITS PROVIDED TO THE STUDENTS.Expenses $26,345,156
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-2462804
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $16,078,987,884
- Income (IRS master file)
- $3,204,155,671
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $780,811,330 | $32,863,515 | $16,078,987,884 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $912,342,229 | $42,707,252 | $14,631,722,442 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $355,289,212 | $32,219,659 | $13,880,767,946 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $1,064,200,086 | $30,167,298 | $13,799,842,029 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2462804).
Questions about UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY
- What is the EIN of UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY?
- The employer identification number (EIN) of UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY is 56-2462804.
- Is UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY?
- The 990 for the year ended June 30, 2025 names ROBERT DURDEN.
- Who are the officers and directors of UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY?
- The 990 for the year ended June 30, 2025 lists 25 people; 14 received compensation from the organization, the highest $3,915,900 (ROBERT W DURDEN, CEO/CIO).
- How much revenue does UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $780,811,330, expenses of $32,863,515 and total assets of $16,078,987,884 at year end.
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