UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION

BURLINGTON, VT, 05401-7420 (802) 656-8600 Est. 2011 EIN 45-1556038
B114— Education Form 990 501(c)(3)
www.uvmfoundation.org

Mission

THE MISSION OF THE UVM FOUNDATION IS TO SECURE AND MANAGE PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF VERMONT.

Giving Portfolio

Total Grants
17
Total Giving
$134.0M
Recipients
15
Years Active
2017 - 2023
Avg grant: $8,196,890 Median: $1,080,134

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20234$23.8M $5.9M13
20223$23.6M $7.9M12
20212$22.0M $11.0M02
20202$16.9M $8.5M02
20193$25.2M $8.4M02
20173$22.6M $7.5M20

Sectors Funded

Education
8

Top States

Vermont
17

Grantee Size Profile

$500K - $1M
6

Top Grantees

Grants Awarded · 14 grants

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Financials

Total Revenue
$62,368,853
Total Expenses
$39,787,418
Net Assets
$365,641,908
98 employees 6,373 volunteers
From latest filing (tax period ending 2024-06-30)

Financial Health

Operating Reserve
9.2 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 1.7%
Expenses ↑ 6.7%
Revenue Sources
Contributions 55.8% Earned revenue 20.1% Investment 24.1%
Expense Breakdown
Program 64.5% Management 9.0% Fundraising 26.5%

Officers & Trustees (39)

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Filing History (6 filings)

YearRevenueExpensesNet Assets
2023 Form 990
Jul 1, 2023 to Jun 30, 2024
$62,368,853 $39,787,418$365,641,908
2022 Form 990
Jul 1, 2022 to Jun 30, 2023
$63,417,980 $37,285,272$331,789,234
2021 Form 990
Jul 1, 2021 to Jun 30, 2022
$70,043,087 $34,419,738$311,535,708
2020 Form 990
Jul 1, 2020 to Jun 30, 2021
$102,950,116 $27,399,769$296,558,418
2019 Form 990
Jul 1, 2019 to Jun 30, 2020
$43,752,532 $36,593,856$186,963,996
2017 Form 990
Jul 1, 2017 to Jun 30, 2018
$58,053,697 $33,773,937$173,460,765

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EIN: 45-1556038 · Source: IRS Form 990 e-file data