Civic Intelligence

Frank M Hardy Trust UW

990 • Fiscal year 2022 • EIN 54-6136704

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 14, 2023

Organization ProfileN/A
PO Box 919798Orlando, FL 32891-9798

(804) 273-7445

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

15th percentile

-18%

Higher net margin than 15% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

41st percentile

$17,233

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

41st percentile

-1.5%

Faster asset growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

55th percentile

9.5%

Faster revenue growth than 55% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,131,808

Down $17,779 (-1.5%) from 2021

Net Assets

Down

$1,131,808

Down $17,779 (-1.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin15th percentile

Revenue

Up

$93,930

Up $8,122 (+9.5%) from 2021

Expenses

Up

$110,854

Up $74,329 (+204%) from 2021

Net Income

Down

-$16,924

Down $66,207 (-134%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,062,516Liabilities 2011: $0Net Assets 2011: $1,062,5162011Assets 2012: $1,084,450Liabilities 2012: $0Net Assets 2012: $1,084,4502012Assets 2013: $1,140,649Liabilities 2013: $0Net Assets 2013: $1,140,6492013Assets 2014: $1,167,781Liabilities 2014: $0Net Assets 2014: $1,167,7812014Assets 2015: $1,135,325Liabilities 2015: $0Net Assets 2015: $1,135,3252015Assets 2016: $1,100,024Liabilities 2016: $0Net Assets 2016: $1,100,0242016Assets 2017: $1,078,420Liabilities 2017: $0Net Assets 2017: $1,078,4202017Assets 2018: $1,069,486Liabilities 2018: $0Net Assets 2018: $1,069,4862018Assets 2019: $1,089,605Liabilities 2019: $0Net Assets 2019: $1,089,6052019Assets 2020: $1,100,037Liabilities 2020: $0Net Assets 2020: $1,100,0372020Assets 2021: $1,149,587Liabilities 2021: $0Net Assets 2021: $1,149,5872021Assets 2022: $1,131,808Liabilities 2022: $0Net Assets 2022: $1,131,8082022Assets 2023: $1,170,474Liabilities 2023: $0Net Assets 2023: $1,170,4742023Assets 2024: $1,200,296Liabilities 2024: $0Net Assets 2024: $1,200,2962024

Highlighted filing

2022

Assets$1,131,808
Liabilities$0
Net Assets$1,131,808
Open 2022 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $41,3962011Revenue 2012: $64,062Expenses 2012: $42,128Net Income 2012: $21,9342012Revenue 2013: $97,122Expenses 2013: $41,256Net Income 2013: $55,8662013Revenue 2014: $69,180Expenses 2014: $42,284Net Income 2014: $26,8962014Revenue 2015: $43,221Expenses 2015: $80,600Net Income 2015: -$37,3792015Revenue 2016: $16,211Expenses 2016: $40,673Net Income 2016: -$24,4622016Revenue 2017: $49,954Expenses 2017: $75,273Net Income 2017: -$25,3192017Revenue 2018: $37,155Expenses 2018: $44,733Net Income 2018: -$7,5782018Revenue 2019: $63,150Expenses 2019: $42,453Net Income 2019: $20,6972019Revenue 2020: $47,464Expenses 2020: $37,130Net Income 2020: $10,3342020Revenue 2021: $85,808Expenses 2021: $36,525Net Income 2021: $49,2832021Revenue 2022: $93,930Expenses 2022: $110,854Net Income 2022: -$16,9242022Revenue 2023: $85,968Expenses 2023: $57,133Net Income 2023: $28,8352023Revenue 2024: $89,465Expenses 2024: $59,889Net Income 2024: $29,5762024

Highlighted filing

2022

Revenue$93,930
Expenses$110,854
Net Income-$16,924
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 14, 2023
Return Version
2022v5.0
Gross Receipts
$984,760
Mission and Program Overview

Mission

To support scholarship funding at the university of virginia medical school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,149,587$1,131,808▼ $17,779
Investments in Publicly Traded Securities$1,099,239$1,103,657▲ $4,418
Savings and Temporary Cash Investments$50,048$28,126▼ $21,922
Cash and Non-Interest-Bearing Accounts$300$25▼ $275
Total Assets$1,149,587$1,131,808▼ $17,779
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,149,587$1,131,808▼ $17,779
Total Liabilities and Net Assets / Fund Balance$1,149,587$1,131,808▼ $17,779
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
-Trustee$17,233$17,233
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$93,930
Other Revenue
$0
Change in Net Assets
$-16,924
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$93,259
Salaries, Compensation, and Employee Benefits$17,233
Other Expenses$362
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$93,259--$93,259
Current Officers, Directors, Trustees, and Key Employees$8,616$8,617-$17,233
Other Expenses-$57-$57
Total Functional Expenses$101,875$8,979$0$110,854
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Rector & Visitors of theCharlottesville, VA501(c)(3)The University of Virginia Medical School$93,259
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This organization has a sole institutional trustee and does not have a governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This organization has a sole institutional trustee and does not have a governing body.”

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

“Trustee reviews before filing”

Form 990, Page 6, Part VI, Line 19

“No documents made available to the public”

Filing and Contact Details

Filer

Filer Name
Hardyfrank-tuw
EIN
54-6136704
Phone
8042737445
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8042737445
Signed
2023-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Truist Bank
Formed
2003
Legal Domicile
Wv
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Return of Capital Adjustment ($67); 2022 Transaction Posted in 2023 ($1,478); 2021 Transaction Posted in 2022 $679; Rounding $11”

Raw XML AppendixShowing 400 of 408 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 SUPPORT SCHOLARSHIP FUNDING AT THE UNIVERSITY OF VIRGINIA MEDICAL SCHOOL.
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Truist Bank
IRS990/BooksInCareOfDetail/PhoneNum03044375049
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORLANDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032891
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0300
IRS990/CashNonInterestBearingGrp/EOYAmt025
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08617
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt08616
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt017233
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt093259
IRS990/CYInvestmentIncomeAmt093930
IRS990/CYOtherExpensesAmt0362
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-16924
IRS990/CYSalariesCompEmpBnftPaidAmt017233
IRS990/CYTotalExpensesAmt0110854
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt093930
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TRUST INCOME IS PAID TO TRUST BENEFICIARY, THE UNIVERSITY OF VIRGINIA MEDICAL SCHOOL, ON AN ANNUAL BASIS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0101875
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Truist Bank
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt017233
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt065657
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt093259
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt093259
IRS990/GrantsToDomesticOrgsGrp/TotalAmt093259
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0956487
IRS990/GrossReceiptsAmt0984760
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt028273
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028273
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01099239
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01103657
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0890830
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO SUPPORT SCHOLARSHIP FUNDING AT THE UNIVERSITY OF VIRGINIA MEDICAL SCHOOL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01149587
IRS990/NetAssetsOrFundBalancesEOYAmt01131808
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt065657
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt065657
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-855
IRS990/OtherExpensesGrp/Desc0Foreign Taxes
IRS990/OtherExpensesGrp/Desc1Other Expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0305
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt157
IRS990/OtherExpensesGrp/TotalAmt0305
IRS990/OtherExpensesGrp/TotalAmt157
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Truist Bank
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt012413
IRS990/PYInvestmentIncomeAmt085808
IRS990/PYOtherExpensesAmt02217
IRS990/PYRevenuesLessExpensesAmt049283
IRS990/PYSalariesCompEmpBnftPaidAmt021895
IRS990/PYTotalExpensesAmt036525
IRS990/PYTotalRevenueAmt085808
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-16924
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01149587
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01131808
IRS990/SavingsAndTempCashInvstGrp/BOYAmt050048
IRS990/SavingsAndTempCashInvstGrp/EOYAmt028126
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt028273
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt027671
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt0362
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt02217
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt028273
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt027671
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt08617
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt010948
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt019294
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt014506
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt014506
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt049579
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt049579
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt012330
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt049579
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt049579
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt050022
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt049579
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0101875
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt02274
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt02274
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt02274
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt050022
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt08616
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt093259
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt049579
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt093259
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0101875
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organization has recently experienced a change in trust officers and a renewed connection and relationship with the supported organization in being established, including the correction of prior year under distributions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The trust makes distributions to its supported organization in accordance with the trust document.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Sch A Part IV Sec D line 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01259018
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01438112
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt085832
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt052967
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01173186
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01385145
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt018885
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt021572
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01240133
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01416540
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt043405
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt049579
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01259018
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01438112
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt043405
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt049579
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0546001796
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt093259
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE UNIVERSITY OF VIRGINIA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt093259
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt093259
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0SCHOLARSHIP FUNDING AT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0THE UNIVERSITY OF VIRGINIA MEDICAL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE RECTOR & VISITORS OF THE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0UNIVERSITY OF VIRGINIA
IRS990ScheduleI/RecipientTable/RecipientEIN0546001796
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0P O BOX 400807
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022904
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST FUNDS SCHOLARSHIPS AWARDED BY THE UNIVERSITY OF VIRGINIA MEDICAL SCHOOL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This organization has a sole institutional trustee and does not have a governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This organization has a sole institutional trustee and does not have a governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEE REVIEWS BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Return of Capital Adjustment ($67); 2022 Transaction Posted in 2023 ($1,478); 2021 Transaction Posted in 2022 $679; Rounding $11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE RECTOR & VISITORS OF THE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0UNIVERSITY OF VIRGINIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0546001796
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt05
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 400807
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHARLOTTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd022904
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt093259
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE RECTOR & VISITORS OF THE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0UNIVERSITY OF VIRGINIA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01149587
IRS990/TotalAssetsEOYAmt01131808
IRS990/TotalAssetsGrp/BOYAmt01149587
IRS990/TotalAssetsGrp/EOYAmt01131808
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08979
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0101875
IRS990/TotalFunctionalExpensesGrp/TotalAmt0110854
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01149587
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01131808
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0101875
IRS990/TotalReportableCompFromOrgAmt017233
IRS990/TotalRevenueGrp/ExclusionAmt093930
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt093930
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01149587
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01131808
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/USAddress/CityNm0ORLANDO
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032891
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08042737445
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARDYFRANK-TUW
ReturnHeader/Filer/BusinessNameControlTxt0HARD
ReturnHeader/Filer/EIN0546136704
ReturnHeader/Filer/PhoneNum08042737445
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 919798
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0328919798
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,131,808
Liabilities
$0
Net assets
$1,131,808
Revenue
$93,930
Expenses
$110,854
Net income
-$16,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.09$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.09$0.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.09$0.04$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.06$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.05$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02$0.04$0.02
2015Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.04$0.08$0.04
2014Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.07$0.04$0.03
2013Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.10$0.04$0.06
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.06$0.04$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.04