Documents Center
Foundation audits, IRS Form 990s, annual reports, governance policies, and commonly requested forms — all in one place, no request required.
- — download PDF, 4.6 MBDetails
Athletics Investment Guide
Giving levels and benefits for supporting Highlander scholar-athletes through the Highlander Club, Tradition Society, and other funds.
- — download PDF, 2.7 MBDetails
2024 IRS Form 990
Annual information return filed with the IRS for the fiscal year ended June 30, 2025 — revenue, expenses, governance, and executive compensation.
- — download PDF, 379 KBDetails
2025 Annual Audit
Independent auditor’s report and consolidated financial statements for the fiscal year ended June 30, 2025.
- — download PDF, 378 KBDetails
2023 IRS Form 990
Annual information return filed with the IRS for the fiscal year ended June 30, 2024 — revenue, expenses, governance, and executive compensation.
- — download PDF, 3.4 MBDetails
2024-2025 Annual Report
A year of endowment growth above 10 percent, with a full account of giving, investments, and impact on students.
- — download PDF, 626 KBDetails
2024 Annual Audit
Independent auditor’s report and consolidated financial statements for the fiscal year ended June 30, 2024.
- — download PDF, 11 KBDetails
Whistleblower Policy
How directors, officers, employees, and volunteers can report suspected illegal or improper practices, and the protections they are given.
- — download PDF, 106 KBDetails
Spending Policy
How much the endowment distributes each year, balancing long-term growth against present-day support for its funds.
- — download PDF, 184 KBDetails
Investment Policy
Objectives, asset allocation, and oversight for the Foundation’s endowment, and how investment performance is monitored.
- — download PDF, 4.4 MBDetails
Gift in Kind Contribution
Report a non-cash gift — property, equipment, or other in-kind contribution — with donor details, valuation, and designated fund.
- — download PDF, 391 KBDetails
Gift Acceptance Policy
How the Foundation reviews and accepts annual, major, and planned gifts, including gifts of securities and property.
- — download PDF, 103 KBDetails
Fund Maintenance Form
Create, update, or deactivate a Foundation fund, including its name, guardian, and affiliated program.
- — download PDF, 72 KBDetails
FO-4 Transfer Funds Request
Form FO-4 — transfer a balance from one Foundation fund to another.
- — download PDF, 171 KBDetails
FO-2 Payment Request
Form FO-2 — request payment to a vendor or individual for goods received or services rendered. New vendors need an IRS Form W-9.
- — download PDF, 70 KBDetails
FO-1 Expenditure Request
Form FO-1 — request an expenditure from a Foundation fund, with estimated costs and supporting documentation.
- — open pageDetails
Fund Administrative Fees
The one-time 1.5% administrative fee applied to current-use (non-endowed) gifts. Approved November 11, 2015.
- — download PDF, 20 KBDetails
Document Retention Policy
How long the Foundation keeps records of each type, and how they are reviewed and destroyed. Approved May 6, 2011.
- — download PDF, 214 KBDetails
Conflict of Interest
Disclosure requirements for directors, officers, and staff, with the annual conflict-of-interest disclosure forms.
- — download PDF, 1.8 MBDetails
2023-2024 Annual Report
The Foundation’s 50th-anniversary year — assets passing $100 million and nearly $3 million awarded in scholarships.
- — download PDF, 323 KBDetails
2022 IRS Form 990
Annual information return filed with the IRS for the fiscal year ended June 30, 2023 — revenue, expenses, governance, and executive compensation.
- — download PDF, 771 KBDetails
2023 Annual Audit
Independent auditor’s report and consolidated financial statements for the fiscal year ended June 30, 2023.
- — download PDF, 562 KBDetails
2022 Annual Audit
Independent auditor’s report and consolidated financial statements for the fiscal year ended June 30, 2022.
- — download PDF, 321 KBDetails
2021 IRS Form 990
Annual information return filed with the IRS for the fiscal year ended June 30, 2022 — revenue, expenses, governance, and executive compensation.
- — download PDF, 378 KBDetails
2021 Annual Audit
Independent auditor’s report and consolidated financial statements for the fiscal year ended June 30, 2021.
- — download PDF, 339 KBDetails
2020 IRS Form 990
Annual information return filed with the IRS for the fiscal year ended June 30, 2021 — revenue, expenses, governance, and executive compensation.
- — download PDF, 346 KBDetails
2020 Annual Audit
Independent auditor’s report and consolidated financial statements for the fiscal year ended June 30, 2020.
- — download PDF, 466 KBDetails
2019 IRS Form 990
Annual information return filed with the IRS for the fiscal year ended June 30, 2020 — revenue, expenses, governance, and executive compensation.
- — download PDF, 464 KBDetails
2018 IRS Form 990
Annual information return filed with the IRS for the fiscal year ended June 30, 2019 — revenue, expenses, governance, and executive compensation.
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How to request a record
Email or call the Foundation office with the document name and the year you need. Most requests are fulfilled within two business days.
Audited every year
The Foundation’s financial statements are audited annually by an independent accounting firm and reviewed by the Board’s audit committee.
501(c)(3) organization
Radford University Foundation, Inc. is a tax-exempt organization under section 501(c)(3). EIN 23-7219782. Gifts are tax-deductible as allowed by law.