AUMdb

West Virginia Univ Foundation Inc

EIN 556017181 · 501(c)(3) · Public charity · Morgantown, WV · recognized 1960

Assets
$3.0B
Revenue
$242M
Expenses
$154M
Investment income
$55.1M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Clayton, Dubilier & Rice, Llc CRD 160492 fuzzy_auto · 99% 06/30/2024
Hudson Bay Capital Management Lp CRD 155910 deterministic · 100% 06/30/2024
Carlyle Investment Management L.L.C. CRD 111128 deterministic · 100% 06/30/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Clayton Dubilier & Rice Llc Investment manager $884,334
Hudson Bay Capital Management Lp Investment manager $531,461
Ruffalo Noel Levitz Fundraising services $485,827
Carlyle Group Investment manager $482,021
Morgantown Marriott Event services $442,738

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Richard Kraich Vp investments, cio $993,088 $56,598
Cynthia L Roth President & ceo $750,740 $134,883
Bernard J Davisson Ii Sr. vp development, cdo $476,193 $56,598
Jennifer Cunanan Assoc vp, investments $440,801 $67,131
Michael E Augustine Coo/cfo, treasurer $425,456 $56,598
Kaylon Mc Inelly Assoc vp, investments $342,689 $50,631
Jeffrey Schoenherr Assoc vp, medical development $246,180 $55,563
Timothy Bolling Sr. assoc vp, leadership philanthropy $244,254 $52,971
Charles Kerzak Seniorassociatevp, universitydevelopment/ campaignmanagement $240,683 $57,915
Melissa L Simpson Asst. treasurer $178,924 $23,626
Jessica M Burns Board admin, exec to ceo/asst. board sec $94,125 $31,103
J Wayne Richards Vice chair $0 $0
Marcia A Broughton Secretary $0 $0
William Sheedy Chair $0 $0
Alan J Zuccari Director $0 $0
Alexis Pugh Director $0 $0
Bradford Ritchie Director $0 $0
David S Santee Director $0 $0
Valentina Bigalke Director $0 $0
Travis Rosiek Director $0 $0
Terri Hornsby Director $0 $0
Susan Brewer Director $0 $0
Spencer Cavalier Director $0 $0
Roderick Young Director $0 $0
Robert O Orders Jr Director $0 $0
Robert Johnson Director $0 $0
Penelope F Roll Director $0 $0
Ola Adekunle Director $0 $0
Natalie Bush Director $0 $0
Michael T Escue Director $0 $0
Kim Craig Director $0 $0
Kevin K Sidow Director $0 $0
Kevin Given Director $0 $0
Kerri Knotts Director $0 $0
Jo Ann Shaw Director $0 $0
Jane Mc Neer Director $0 $0
George S Weaver Iii Director $0 $0
George Bicher Director $0 $0