Civic Intelligence

University of Vermont Foundation Retiree

EIN 32-0443476 • 501(c)9 • Charlotte, NC

Profile

To provide retiree health benefits to the employer's former employees and their spouses and dependents, although other benefits may be provided as described in the plan document.

8625 Andrew Carnegie Blvd Attn CorpCharlotte, NC 28262

www.uvmfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

68%

Higher net margin than 87% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$1,500

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

9.3%

Faster asset growth than 66% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

108%

Faster revenue growth than 93% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$3,818,279

Up $325,656 (+9.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,818,279

Up $325,656 (+9.3%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin87th percentile

Revenue

Up

$185,183

Up $96,320 (+108%) from 2023

Expenses

Up

$59,156

Up $7,352 (+14%) from 2023

Net Income

Up

$126,027

Up $88,968 (+240%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,228,636Liabilities 2020: $0Net Assets 2020: $3,228,6362020Assets 2021: $3,605,051Liabilities 2021: $0Net Assets 2021: $3,605,0512021Assets 2022: $3,076,521Liabilities 2022: $0Net Assets 2022: $3,076,5212022Assets 2023: $3,492,623Liabilities 2023: $0Net Assets 2023: $3,492,6232023Assets 2024: $3,818,279Liabilities 2024: $0Net Assets 2024: $3,818,2792024

Highlighted filing

2024

Assets$3,818,279
Liabilities$0
Net Assets$3,818,279
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Revenue 2020: $216,983Expenses 2020: $20,300Net Income 2020: $196,6832020Revenue 2021: $331,800Expenses 2021: $28,849Net Income 2021: $302,9512021Revenue 2022: $217,346Expenses 2022: $45,928Net Income 2022: $171,4182022Revenue 2023: $88,863Expenses 2023: $51,804Net Income 2023: $37,0592023Revenue 2024: $185,183Expenses 2024: $59,156Net Income 2024: $126,0272024

Highlighted filing

2024

Revenue$185,183
Expenses$59,156
Net Income$126,027
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,818,279
Liabilities
$0
Net assets
$3,818,279
Revenue
$185,183
Expenses
$59,156
Net income
$126,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$0.00$3.82$0.19$0.06$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.09$0.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.22$0.05$0.17
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.33$0.03$0.30
2020Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.22$0.02$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$728,932
Mission and Program Overview

Mission

To provide retiree health benefits to the employer's former employees and their spouses and dependents, although other benefits may be provided as described in the plan document.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,492,623$3,818,279▲ $325,656
Investments in Publicly Traded Securities$3,481,988$3,785,753▲ $303,765
Savings and Temporary Cash Investments$10,635$32,526▲ $21,891
Total Assets$3,492,623$3,818,279▲ $325,656
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,492,623$3,818,279▲ $325,656
Total Liabilities and Net Assets / Fund Balance$3,492,623$3,818,279▲ $325,656
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
-Trustee$1,500$1,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$41,465
Investment Income
$143,718
Other Revenue
$0
Change in Net Assets
$126,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$218
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$58,938--$58,938
Fees for Services Management-$218-$218
Total Functional Expenses$58,938$218$0$59,156
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Explanation for Form 990, Page 6, Part VI, Line 6

“Plan participants are members who are entitled to distributions of assets from the trust to pay for qualified medical expenses in proportion to contributions made on their behalf. Members do not participate in the governance of the organization. Members may be entitled to a portion of the organizations net assets upon dissolution.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Tiaa trust, n.a. As trustee is responsible for preparation of the form 990 based on the information contained in our records. Upon completion, a copy of form 990 is forwarded to the plan sponsor for review and approval. Once approved, form 990 is then filed with the federal taxing authority by the regulatory deadline.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its documents and policies available upon request.”

Filing and Contact Details

Filer

Filer Name
University of Vermont Foundation Retiree
EIN
32-0443476
Phone
8775353910
Address
8625 ANDREW CARNEGIE BLVD ATTN CORP, CHARLOTTE, NC 28262

Signing Officer

Name
Denise Bechard
Title
Vice President
Phone
8775353910
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shane Jacobson
Formed
2013
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Deloitte Tax Llp
Address
1100 WALNUT STREET SUITE 3300, KANSAS CITY, MO 64106
Preparer
Brett Falkner
Phone
8164746180
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“The difference is due to rounding.”

Raw XML Appendix270 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE RETIREE HEALTH BENEFITS TO THE EMPLOYER'S FORMER EMPLOYEES AND THEIR SPOUSES AND DEPENDENTS, ALTHOUGH OTHER BENEFITS MAY BE PROVIDED AS DESCRIBED IN THE PLAN DOCUMENT.
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt058938
IRS990/BenefitsToMembersGrp/TotalAmt058938
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIAA Trust NA
IRS990/BooksInCareOfDetail/PhoneNum08775353910
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08625 ANDREW CARNEGIE BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028262
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03492623
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03818279
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt058938
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0143718
IRS990/CYOtherExpensesAmt0218
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt041465
IRS990/CYRevenuesLessExpensesAmt0126027
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt059156
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0185183
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0218
IRS990/FeesForServicesManagementGrp/TotalAmt0218
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0TIAA TRUST NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt026602
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0570351
IRS990/GrossReceiptsAmt0728932
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0117116
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0117116
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03481988
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03785753
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0543749
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE RETIREE HEALTH BENEFITS TO THE EMPLOYER'S FORMER EMPLOYEES AND THEIR SPOUSES AND DEPENDENTS, ALTHOUGH OTHER BENEFITS MAY BE PROVIDED AS DESCRIBED IN THE PLAN DOCUMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03492623
IRS990/NetAssetsOrFundBalancesEOYAmt03818279
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt026602
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026602
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0199628
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SHANE JACOBSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0Employee Contributions
IRS990/ProgramServiceRevenueGrp/Desc1TIAA-CREF Transactions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt041311
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1154
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041311
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1154
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt051654
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt040554
IRS990/PYOtherExpensesAmt0150
IRS990/PYProgramServiceRevenueAmt048309
IRS990/PYRevenuesLessExpensesAmt037059
IRS990/PYTotalExpensesAmt051804
IRS990/PYTotalRevenueAmt088863
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0126027
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010635
IRS990/SavingsAndTempCashInvstGrp/EOYAmt032526
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PLAN PARTICIPANTS ARE MEMBERS WHO ARE ENTITLED TO DISTRIBUTIONS OF ASSETS FROM THE TRUST TO PAY FOR QUALIFIED MEDICAL EXPENSES IN PROPORTION TO CONTRIBUTIONS MADE ON THEIR BEHALF. MEMBERS DO NOT PARTICIPATE IN THE GOVERNANCE OF THE ORGANIZATION. MEMBERS MAY BE ENTITLED TO A PORTION OF THE ORGANIZATIONS NET ASSETS UPON DISSOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TIAA TRUST, N.A. AS TRUSTEE IS RESPONSIBLE FOR PREPARATION OF THE FORM 990 BASED ON THE INFORMATION CONTAINED IN OUR RECORDS. UPON COMPLETION, A COPY OF FORM 990 IS FORWARDED TO THE PLAN SPONSOR FOR REVIEW AND APPROVAL. ONCE APPROVED, FORM 990 IS THEN FILED WITH THE FEDERAL TAXING AUTHORITY BY THE REGULATORY DEADLINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DIFFERENCE IS DUE TO ROUNDING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Not applicable
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0University of Vermont and State Agricultural College Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0451556038
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Higher Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(II)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0411 Main Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Burlington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd005401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03492623
IRS990/TotalAssetsEOYAmt03818279
IRS990/TotalAssetsGrp/BOYAmt03492623
IRS990/TotalAssetsGrp/EOYAmt03818279
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0218
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt058938
IRS990/TotalFunctionalExpensesGrp/TotalAmt059156
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03492623
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03818279
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt041465
IRS990/TotalReportableCompFromOrgAmt01500
IRS990/TotalRevenueGrp/ExclusionAmt0143718
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041465
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0185183
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03492623
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03818279
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0411 MAIN STREET
IRS990/USAddress/CityNm0BURLINGTON
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005401
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.uvmfoundation.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE BECHARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY OF VERMONT FOUNDATION RETIREE
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0320443476
ReturnHeader/Filer/PhoneNum08775353910
ReturnHeader/Filer/USAddress/AddressLine1Txt08625 ANDREW CARNEGIE BLVD ATTN CORP
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 WALNUT STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064106
ReturnHeader/PreparerPersonGrp/PhoneNum08164746180
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRETT FALKNER
ReturnHeader/ReturnTs02025-11-13T17:01:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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