Civic Intelligence

University of Virginia Frank Batten Scho of Leadership & Public Policy Foundation

990 • Fiscal year 2017 • EIN 81-1390563

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 25, 2017

Organization ProfileN/A
PO 400893Charlottesville, VA 22904-4893

(434) 243-3155

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

100th percentile

65455400%

Faster asset growth than 100% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$654,555

Up $654,554 (+65455400%) from 2016

Net Assets

$646,371

No earlier filing loaded for comparison.

Liabilities

Up

$8,184

Up $8,184 from 2016

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin98th percentile

Revenue

Up

$716,090

Up $716,090 from 2016

Expenses

Up

$81,913

Up $81,913 from 2016

Net Income

Up

$634,177

Up $634,177 from 2016

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$15M$10M$5.0M$0Assets 2016: $1Liabilities 2016: $02016Assets 2017: $654,555Liabilities 2017: $8,184Net Assets 2017: $646,3712017Assets 2018: $719,332Liabilities 2018: $0Net Assets 2018: $719,3322018Assets 2019: $6,545,761Liabilities 2019: $7,841Net Assets 2019: $6,537,9202019Assets 2020: $6,986,779Liabilities 2020: $0Net Assets 2020: $6,986,7792020Assets 2021: $11,429,279Liabilities 2021: $27,500Net Assets 2021: $11,401,7792021Assets 2022: $10,844,070Liabilities 2022: $3,933Net Assets 2022: $10,840,1372022Assets 2023: $11,471,279Liabilities 2023: $0Net Assets 2023: $11,471,2792023Assets 2024: $12,701,790Liabilities 2024: $27,238Net Assets 2024: $12,674,5522024Assets 2025: $14,407,347Liabilities 2025: $380,000Net Assets 2025: $14,027,3472025

Highlighted filing

2017

Assets$654,555
Liabilities$8,184
Net Assets$646,371
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $716,090Expenses 2017: $81,913Net Income 2017: $634,1772017Revenue 2018: $148,186Expenses 2018: $104,837Net Income 2018: $43,3492018Revenue 2019: $5,594,299Expenses 2019: $105,389Net Income 2019: $5,488,9102019Revenue 2020: $380,196Expenses 2020: $230,264Net Income 2020: $149,9322020Revenue 2021: $1,603,106Expenses 2021: $269,235Net Income 2021: $1,333,8712021Revenue 2022: $341,237Expenses 2022: $395,165Net Income 2022: -$53,9282022Revenue 2023: $1,021,963Expenses 2023: $561,788Net Income 2023: $460,1752023Revenue 2024: $1,543,909Expenses 2024: $823,198Net Income 2024: $720,7112024Revenue 2025: $1,391,591Expenses 2025: $1,367,872Net Income 2025: $23,7192025

Highlighted filing

2017

Revenue$716,090
Expenses$81,913
Net Income$634,177
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 25, 2017
Return Version
2016v3.0
Gross Receipts
$990,334
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable-$304,934-
Investments Other Securities-$242,194-
Cash and Non-Interest-Bearing Accounts-$107,427-
Total Assets$0$654,555▲ $654,555
Liabilities
Accounts Payable and Accrued Expenses-$8,184-
Total Liabilities$0$8,184▲ $8,184
Net Assets / Fund Balance
Permanently Rstr Net Assets-$472,385-
Unrestricted Net Assets-$89,297-
Temporarily Rstr Net Assets-$84,689-
Total Net Assets Fund Balance$0$646,371▲ $646,371
Total Liabilities and Net Assets / Fund Balance$0$654,555▲ $654,555

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$242,194--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016-$230,000▲ $12,194-$242,194
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Allen De OlazarraTrustee, Chair
William AshbyExecutive Director
Allan StamTrustee
Carlos CavelierTrustee
Drew LawtonTrustee
Frank AtkinsonTrustee
Frank Batten JrTrustee
Frederick HitzTrustee
Jalen RossTrustee
James MatteoTrustee
John MiltonTrustee
Paul HobbyTrustee
William FralinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$717,983
Program Service Revenue
$0
Investment Income
$-1,893
Other Revenue
$0
All Other Contributions
$717,983
Change in Net Assets
$634,177

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$274,245Quoted Market Value
Total Noncash Contributions4$274,245-

Audited Revenue Reconciliation

Revenue per Audited Statements
$716,090
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$70,185
Total Revenue per Audited Statements
$786,275
Total Revenue per Form 990
$716,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,602
Grants and Similar Amounts Paid$20,311
Total Fundraising Expense$187
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$39,350-$39,350
Grants to Domestic Orgs$20,311--$20,311
Conferences and Meetings$7,446--$7,446
Fees for Services Legal-$5,243-$5,243
Insurance-$1,700-$1,700
Office Expenses-$829-$829
Travel--$187$187
Other Expenses$515$126-$126
Total Functional Expenses$34,478$47,248$187$81,913

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$139,904
Expenses per Audited Statements$81,913
Total Expenses per Form 990$81,913
Expenses Not Reported on Form 990$57,991
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Virginia Frank Batten School of Leadership and Public PolicyCharlottesville, VA501(c)(3)Support the University of Virginia Frank Batten School of Leadership and Public Policy$20,311
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 19

“The foundation's governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Uva Frank Batten School of
EIN
81-1390563
Phone
4342433155
Address
PO 400893, CHARLOTTESVILLE, VA 22904-4893

Signing Officer

Name
William Ashby
Title
Executive Director
Phone
4342433155
Signed
2017-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Ashby
Formed
2016
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
HANTZMON WIEBEL LLP CPA'S
Address
818 E JEFFERSON ST PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Edward J Schmitz
Phone
4342962156
Supplemental Narrative

Additional Explanations

Full Name of Organization

“The university of virginia frank batten school of leadership and public policy foundation”

Form 990, Part XII, Line 2C

“Oversight process: the foundation was organized on february 5,2016 and proper audit and finance committee financial reporting oversight processes were established. No changes were made to the oversight process during the fiscal year.”

Financial Statement Notes

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.”

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 $57,991 is classifed as: $26,766 - management and general $31,225 - fund-raising$”

Raw XML AppendixShowing 400 of 450 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08184
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt0717983
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UVA FUND
IRS990/BooksInCareOfDetail/PhoneNum04342439000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0211 EMMET STREET SOUTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTESVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022904
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt0107427
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07446
IRS990/ConferencesMeetingsGrp/TotalAmt07446
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0717983
IRS990/CYGrantsAndSimilarPaidAmt020311
IRS990/CYInvestmentIncomeAmt0-1893
IRS990/CYOtherExpensesAmt061602
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0634177
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt081913
IRS990/CYTotalFundraisingExpenseAmt0187
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0716090
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT THE UNIVERSITY OF VIRGINIA'S 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt034478
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt039350
IRS990/FeesForServicesAccountingGrp/TotalAmt039350
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05243
IRS990/FeesForServicesLegalGrp/TotalAmt05243
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0FRANK ATKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK BATTEN JR
IRS990/Form990PartVIISectionAGrp/PersonNm2CARLOS CAVELIER
IRS990/Form990PartVIISectionAGrp/PersonNm3ALLEN DE OLAZARRA
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM FRALIN
IRS990/Form990PartVIISectionAGrp/PersonNm5FREDERICK HITZ
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL HOBBY
IRS990/Form990PartVIISectionAGrp/PersonNm7DREW LAWTON
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES MATTEO
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN MILTON
IRS990/Form990PartVIISectionAGrp/PersonNm10JALEN ROSS
IRS990/Form990PartVIISectionAGrp/PersonNm11ALLAN STAM
IRS990/Form990PartVIISectionAGrp/PersonNm12WILLIAM ASHBY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE, CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1893
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt020311
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt020311
IRS990/GrantsToDomesticOrgsGrp/TotalAmt020311
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0272351
IRS990/GrossReceiptsAmt0990334
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01700
IRS990/InsuranceGrp/TotalAmt01700
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0242194
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0274244
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt0646371
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1893
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1893
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012194
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0274245
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0829
IRS990/OfficeExpensesGrp/TotalAmt0829
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1REGISTRATION FEES
IRS990/OtherExpensesGrp/Desc2LICENSES AND FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0126
IRS990/OtherExpensesGrp/ProgramServicesAmt06206
IRS990/OtherExpensesGrp/ProgramServicesAmt1515
IRS990/OtherExpensesGrp/TotalAmt06206
IRS990/OtherExpensesGrp/TotalAmt1515
IRS990/OtherExpensesGrp/TotalAmt2126
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0472385
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0304934
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM ASHBY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0634177
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0717983
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0717983
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0717983
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0717983
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0717983
IRS990ScheduleA/TotalSupportAmt0717983
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0230000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0242194
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt012194
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt057991
IRS990ScheduleD/DonatedServicesUseFcltsAmt057991
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt057991
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt081913
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt012194
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0242194
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ENDOWMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95000
IRS990ScheduleD/RevenueNotReportedAmt070185
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0716090
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE EARNINGS OF THE ENDOWMENT FUNDS ARE USED BASED ON THE DONORS' RESTRICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DETAILS 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 $57,991 IS CLASSIFED AS: $26,766 - MANAGEMENT AND GENERAL $31,225 - FUND-RAISING$
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PARTS XII, LINE 2 B AND XIII, LINE 2A
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.05000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0242194
IRS990ScheduleD/TotalExpensesPerForm990Amt081913
IRS990ScheduleD/TotalRevenuePerForm990Amt0716090
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0786275
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0139904
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt020311
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT THE UNIVERSITY OF VIRGINIA FRANK BATTEN SCHOOL OF LEADERSHIP AND PUBLIC POLICY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF VIRGINIA FRANK BATTEN SCHOOL OF LEADERSHIP AND PUBLIC POLICY
IRS990ScheduleI/RecipientTable/RecipientEIN0546001796
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 400893
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0229044893
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt04
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0QUOTED MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0274245
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION USES THE UNIVERSITY OF VIRINGIA GIFT PROCESSING SERVICE AND A SECURITIES BROKER TO PROCESS AND SELL DONATED SECURITIES.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 32B:
IRS990ScheduleM/ThirdPartiesUsedInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UNIVERSITY OF VIRGINIA FRANK BATTEN SCHOOL OF LEADERSHIP AND PUBLIC POLICY FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED AND RECERTIFIED ANNUALLY WITH TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OVERSIGHT PROCESS: THE FOUNDATION WAS ORGANIZED ON FEBRUARY 5,2016 AND PROPER AUDIT AND FINANCE COMMITTEE FINANCIAL REPORTING OVERSIGHT PROCESSES WERE ESTABLISHED. NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS DURING THE FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FULL NAME OF ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AK
IRS990/StatesWhereCopyOfReturnIsFldCd1AR
IRS990/StatesWhereCopyOfReturnIsFldCd2CA
IRS990/StatesWhereCopyOfReturnIsFldCd3CO
IRS990/StatesWhereCopyOfReturnIsFldCd4DC
IRS990/StatesWhereCopyOfReturnIsFldCd5ME
IRS990/StatesWhereCopyOfReturnIsFldCd6MD
IRS990/StatesWhereCopyOfReturnIsFldCd7MA
IRS990/StatesWhereCopyOfReturnIsFldCd8MI
IRS990/StatesWhereCopyOfReturnIsFldCd9MN
IRS990/StatesWhereCopyOfReturnIsFldCd10NH
IRS990/StatesWhereCopyOfReturnIsFldCd11NJ
IRS990/StatesWhereCopyOfReturnIsFldCd12NY
IRS990/StatesWhereCopyOfReturnIsFldCd13OH
IRS990/StatesWhereCopyOfReturnIsFldCd14OK
IRS990/StatesWhereCopyOfReturnIsFldCd15OR
IRS990/StatesWhereCopyOfReturnIsFldCd16SC
IRS990/StatesWhereCopyOfReturnIsFldCd17UT
IRS990/StatesWhereCopyOfReturnIsFldCd18WA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt084689
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt00
IRS990/TotalAssetsEOYAmt0654555
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt0654555
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0717983
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0187
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047248
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt034478
IRS990/TotalFunctionalExpensesGrp/TotalAmt081913
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt08184
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt08184
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0646371
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt034478
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-1893
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0716090
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0654555
IRS990/TotReportableCompRltdOrgAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$654,555
Liabilities
$8,184
Net assets
$646,371
Revenue
$716,090
Expenses
$81,913
Net income
$634,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.4$0.38$14.0$1.39$1.37$0.02
2024Detailed filing. Detailed filing data is available for this year.$12.7$0.03$12.7$1.54$0.82$0.72
2023Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$1.02$0.56$0.46
2022Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.34$0.40$0.05
2021Detailed filing. Detailed filing data is available for this year.$11.4$0.03$11.4$1.60$0.27$1.33
2020Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.38$0.23$0.15
2019Detailed filing. Detailed filing data is available for this year.$6.55$0.01$6.54$5.59$0.11$5.49
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.15$0.10$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.65$0.72$0.08$0.63
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00