EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION (EIN 23-7053028)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-08
- IRS object ID
- 201833129349300323
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T08:00:18-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 MONTICELLO AVE SUITE 1400 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23452 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237053028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTERN VIRGINIA MEDICAL SCHOOL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 7574466051 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 5 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 235010005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN S HESELIUS | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 7574466065 | PhoneNum |
| Signature | 2018-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARON CROUSE CPA | PreparerPersonNm |
| PTIN | P00630336 | PTIN |
| Phone | 7576245253 | PhoneNum |
| Preparation | 2018-10-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.34.224.57 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-25 | IPDt |
| IP Tm | 11:18:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 87B7F3E5AC1DB86EDB09EFB2101C50BF235B8E8F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN R COLPITTS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 358 MOWBRAY ARCH | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,107,240 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EVMSFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION SERVES TO STRENGTHEN THE FINANCIAL SECURITY OF THE EASTERN VIRGINIA MEDICAL SCHOOL BY ACCEPTING, INVESTING AND MANAGING GIFTS, DONATIONS AND BEQUESTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$320,552 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,610,937 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,574,388 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,753,980 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,893,685 | CYInvestmentIncomeAmt |
| PY Other Revenue | $126,227 | PYOtherRevenueAmt |
| CY Other Revenue | $82,383 | CYOtherRevenueAmt |
| PY Total Revenue | $10,491,144 | PYTotalRevenueAmt |
| CY Total Revenue | $12,550,456 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,683,973 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,453,743 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $399,014 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $160,125 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $97,345 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $54,437 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $99,447 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $115,238 | PYOtherExpensesAmt |
| CY Other Expenses | $93,644 | CYOtherExpensesAmt |
| PY Total Expenses | $7,295,570 | PYTotalExpensesAmt |
| CY Total Expenses | $7,761,949 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,195,574 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,788,507 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $100,196,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,639,944 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,600,883 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $739,602 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $98,595,329 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $105,900,342 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION SERVES TO STRENGTHEN THE FINANCIAL SECURITY OF THE EASTERN VIRGINIA MEDICAL SCHOOL BY ACCEPTING, INVESTING AND MANAGING GIFTS, DONATIONS AND BEQUESTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,043,085 | ExpenseAmt |
| Grant | $4,043,085 | GrantAmt |
| Desc | RESTRICTED GRANTS GIVEN TO THE EASTERN VIRGINIA MEDICAL SCHOOL FOR MEDICAL RESEARCH AND EDUCATIONAL PROGRAMS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,347,295 | ExpenseAmt |
| Grant | $1,347,295 | GrantAmt |
| Desc | APPROPRIATIONS FOR MAINTENANCE AND OPERATIONS OF THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,097,687 | ExpenseAmt |
| Grant | $1,097,687 | GrantAmt |
| Desc | APPROPRIATIONS FOR PROGRAM AND PROFESSORSHIP ENHANCEMENTS OF THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $965,676 | ExpenseAmt |
| Grant | $965,676 | GrantAmt |
| Desc | APPROPRIATIONS FOR STUDENT SCHOLARSHIPS AT THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $965,676 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $965,676 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,453,743 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN S HESELIUS ASSITANT TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7574466065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 358 MOWBRAY ARCH | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| WAYNE F WILBANKS CFA | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN R COLPITTS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDREW S FINE ESQ | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHIRLEY C BALDWIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL D CHIDESTER MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN G COTTRELL V | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK B DREYFUS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN D FREDRICKSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAWN S GLYNN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER D KASTNER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA Y KING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD M KRAMER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD L LILLY MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCES P LUTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| B THOMAS MANSBACH ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARLEEN MASTIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VINCENT J MASTRACCO JR ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VANDANA A PATEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PRISCILLA T ROADY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS V RUEGER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOUIS F RYAN ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE R SHORT CFP | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN M SNYDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARITY A VOLMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN L WAGNER MD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEWIS W WEBB III ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN O WYNNE JR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,574,388 | AllOtherContributionsAmt |
| Noncash Contributions | $958,594 | NoncashContributionsAmt |
| Total Contributions | $7,574,388 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,072,576 | TotalRevenueColumnAmt |
| Exclusion | $1,072,576 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,377,893 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,556,784 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,821,109 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,821,109 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,821,109 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FUNDRAISING REIMBURSEMENT | 541900 | $54,437 | $54,437 |
| NET LIFE INSURANCE ACTIVITY | 524298 | $27,946 | $27,946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $82,383 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,550,456 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,903,492 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,072,576 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,446,043 | TotalAmt |
| Program Services | $7,446,043 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,700 | TotalAmt |
| Program Services | $7,700 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,431 | TotalAmt |
| Management And General | $127,431 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,694 | TotalAmt |
| Management And General | $32,694 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,900 | TotalAmt |
| Management And General | $24,900 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,437 | TotalAmt |
| Fundraising | $54,437 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,380 | TotalAmt |
| Management And General | $4,380 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500 | TotalAmt |
| Management And General | $6,500 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SPECIAL EVENTS AND OTHE | $45,010 | $45,010 | |
| GENERAL EXPENSES | $10,404 | $10,404 | |
| BANK CHARGES | $2,450 | $2,450 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,761,949 | TotalAmt |
| Program Services | $7,453,743 | ProgramServicesAmt |
| Management And General | $208,759 | ManagementAndGeneralAmt |
| Fundraising | $99,447 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,580 | BOYAmt |
| EOY | $389,282 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,708,170 | BOYAmt |
| EOY | $1,708,905 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,539,478 | BOYAmt |
| EOY | $3,525,320 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,540,353 | BOYAmt |
| EOY | $24,116,609 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,618,415 | BOYAmt |
| EOY | $75,260,602 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,586,216 | BOYAmt |
| EOY | $1,639,226 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,196,212 | BOYAmt |
| EOY | $106,639,944 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,600,883 | BOYAmt |
| EOY | $739,602 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,600,883 | BOYAmt |
| EOY | $739,602 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,947,689 | BOYAmt |
| EOY | $17,865,354 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,859,909 | BOYAmt |
| EOY | $25,078,005 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,787,731 | BOYAmt |
| EOY | $62,956,983 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,595,329 | BOYAmt |
| EOY | $105,900,342 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,196,212 | BOYAmt |
| EOY | $106,639,944 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,788,507 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,680,492 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$274,796 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | -$889,190 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,024,799 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,596,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,062,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,610,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,574,388 | CurrentTaxYearAmt |
| Total | $38,869,152 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,024,799 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,596,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,062,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,610,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,574,388 | CurrentTaxYearAmt |
| Total | $38,869,152 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,511,948 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,357,204 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,049,511 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,394,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,419,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $917,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,072,576 | CurrentTaxYearAmt |
| Total | $5,853,614 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,678 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,722 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,227 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,383 | CurrentTaxYearAmt |
| Total | $522,829 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,245,595 | TotalSupportAmt |
| Public Support CY170 | 0.82570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | NET LIFE INSURANCE ACTIVITY - 2013 AMOUNT: $ 13,375. 2014 AMOUNT: $ 29,369. 2015 AMOUNT: $ 31,142. 2016 AMOUNT: $ 28,882. 2017 AMOUNT: $ 27,946. FUNDRAISING REIMBURSEMENT - 2013 AMOUNT: $ 97,303. 2014 AMOUNT: $ 93,450. 2015 AMOUNT: $ 49,580. 2016 AMOUNT: $ 97,345. 2017 AMOUNT: $ 54,437. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,612,779 | BeginningYearBalanceAmt |
| Contributions | $2,233,460 | ContributionsAmt |
| Investment Earnings Or Losses | $7,296,788 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,051,289 | GrantsOrScholarshipsAmt |
| End Year Balance | $98,091,738 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,082,487 | BeginningYearBalanceAmt |
| Contributions | $592,890 | ContributionsAmt |
| Investment Earnings Or Losses | $9,387,976 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,450,574 | GrantsOrScholarshipsAmt |
| End Year Balance | $91,612,779 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,185,315 | BeginningYearBalanceAmt |
| Contributions | $11,708,202 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,264,362 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,546,668 | GrantsOrScholarshipsAmt |
| End Year Balance | $84,082,487 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,506,139 | BeginningYearBalanceAmt |
| Contributions | $1,625,272 | ContributionsAmt |
| Investment Earnings Or Losses | $536,001 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,482,097 | GrantsOrScholarshipsAmt |
| End Year Balance | $76,185,315 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,776,308 | BeginningYearBalanceAmt |
| Contributions | $1,644,341 | ContributionsAmt |
| Investment Earnings Or Losses | $9,063,221 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,977,731 | GrantsOrScholarshipsAmt |
| End Year Balance | $76,506,139 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $75,260,602 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $75,260,602 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMOUNT DUE TO AFFILIATES | Desc |
| Amt | $739,602 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $739,602 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $15,287,321 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,680,492 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$54,437 | OtherRevenueAmt |
| Revenue Not Reported | $3,626,055 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,661,266 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $889,190 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $889,190 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,550,456 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,982,308 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $274,796 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$54,437 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $220,359 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,761,949 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,761,949 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 170 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICITONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REIMBURSEMENTS FROM EVMS $54,437 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PAYMENTS TO FUNDRAISER AND VENDOR - REIMBURSED BY EVMS $54,437 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 KIRKWOOD PARKWAY SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $158,977 | GrossReceiptsAmt |
| Retained By Contractor | $54,437 | RetainedByContractorAmt |
| Net To Organization | $104,540 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $158,977 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $54,437 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $104,540 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTERN VIRGINIA MEDICAL SCHOOL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1980 | AddressLine1Txt |
| City | NORFOLK | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 546055378 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $7,235,507 | CashGrantAmt |
| Purpose Of Grant | SUPPORT EVMS PROFESSORSHIPS, CHAIRS, AND OPERATIONS, SCHOLARSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | AWARDS | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $7,700 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROGRAM EXPENDITURES ARE MONITORED BY THE ACCOUNTING OFFICE FOR FINANCIAL AVAILABILITY AND THE DEVELOPMENT OFFICE TO MATCH THE EXPENDITURE AGAINST THE DONOR RESTRICTIONS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 48 | ContributionCnt |
| Noncash Contributions Rpt F990 | $958,594 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED STOCK PRICES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | FOR LINE 9(B), THE NUMBER OF STOCKS DONATIONS RECEIVED (NOT SHARES) IS REPORTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY MANAGEMENT WITH THE ASSITANCE OF THE EXTERNAL AUDIT FIRM. THE FORM 990 IS APPROVED BY THE FINANCE AND INVESTMENT COMMITTEE AND IS AVAILABLE FOR REVIEW BY ALL BOARD OF TRUSTEES MEMBERS PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE OF THE BOARD IS REQUIRED TO DISCLOSE CONFLICT OF INTEREST ANNUALLY. INDEPENDENT COMMITTEES EVAULATE CONFLICT OF INTERESTS AND TRUSTEES WITH CONFLICTS OF INTEREST ARE NOT PERMITTED TO VOTE ON PROPOSALS RELATED TO CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | IT IS THE POLICY OF THE EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION TO PAY WAGES AND SALARIES WHICH APPROPRIATELY RECOGNIZE JOB RESPONSIBILITIES AND INDIVIDUAL PERFORMANCE AND ARE COMPETITIVE IN THE JOB MARKET IN ORDER TO ATTRACT, RETAIN, REWARD, AND MOTIVATE EMPLOYEES. THE WAGES AND SALARIES ARE PAID BY EASTERN VIRGINIA MEDICAL SCHOOL AND REIMBURSED BY THE FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART XII, LINE 2C: | NO CHANGES TO OVERSIGHT COMMITTEE FROM PRIOR YEAR |
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