2018-11-08T08:00:18-06:00 2018-06-30 560747981 DIXON HUGHES GOODMAN LLP 440 MONTICELLO AVE SUITE 1400 NORFOLK VA 23452 990 2017-07-01 237053028 EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION EAST 7574466051 P O BOX 5 NORFOLK VA 235010005 HELEN S HESELIUS ASSISTANT TREASURER 7574466065 2018-10-25 1 CARON CROUSE CPA P00630336 7576245253 2018-10-25 4.34.224.57 2018-10-25 11:18:26 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 87B7F3E5AC1DB86EDB09EFB2101C50BF235B8E8F 2017 2018-06-14 16:35:46Z SUSAN R COLPITTS 358 MOWBRAY ARCH NORFOLK VA 23501 15107240 0 X WWW.EVMSFOUNDATION.ORG X 1969 VA 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. 27 27 0 27 0 -320552 4610937 7574388 0 0 5753980 4893685 126227 82383 10491144 12550456 6683973 7453743 0 0 399014 160125 97345 54437 99447 115238 93644 7295570 7761949 3195574 4788507 100196212 106639944 1600883 739602 98595329 105900342 X 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. 0 0 4043085 4043085 RESTRICTED GRANTS GIVEN TO THE EASTERN VIRGINIA MEDICAL SCHOOL FOR MEDICAL RESEARCH AND EDUCATIONAL PROGRAMS 1347295 1347295 APPROPRIATIONS FOR MAINTENANCE AND OPERATIONS OF THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. 1097687 1097687 APPROPRIATIONS FOR PROGRAM AND PROFESSORSHIP ENHANCEMENTS OF THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. 965676 965676 APPROPRIATIONS FOR STUDENT SCHOLARSHIPS AT THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. 965676 965676 7453743 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AZ CA KY ME MD MA MI MN NY NH NJ CO OH OK OR UT WA SC X HELEN S HESELIUS ASSITANT TREASURER 7574466065 358 MOWBRAY ARCH NORFOLK VA 23501 X WAYNE F WILBANKS CFA CHAIRMAN 1.00 X X 0 0 0 SUSAN R COLPITTS TREASURER 1.00 X X 0 0 0 ANDREW S FINE ESQ SECRETARY 1.00 X X 0 0 0 SHIRLEY C BALDWIN TRUSTEE 1.00 X 0 0 0 PAUL D CHIDESTER MD TRUSTEE 1.00 X 0 0 0 BENJAMIN G COTTRELL V TRUSTEE 1.00 X 0 0 0 MARK B DREYFUS TRUSTEE 1.00 X 0 0 0 STEVEN D FREDRICKSON TRUSTEE 1.00 X 0 0 0 DAWN S GLYNN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER D KASTNER TRUSTEE 1.00 X 0 0 0 PATRICIA Y KING TRUSTEE 1.00 X 0 0 0 RONALD M KRAMER TRUSTEE 1.00 X 0 0 0 EDWARD L LILLY MD TRUSTEE 1.00 X 0 0 0 FRANCES P LUTER TRUSTEE 1.00 X 0 0 0 B THOMAS MANSBACH ESQ TRUSTEE 1.00 X 0 0 0 DARLEEN MASTIN TRUSTEE 1.00 X 0 0 0 VINCENT J MASTRACCO JR ESQ TRUSTEE 1.00 X 0 0 0 VANDANA A PATEL TRUSTEE 1.00 X 0 0 0 PRISCILLA T ROADY TRUSTEE 1.00 X 0 0 0 THOMAS V RUEGER TRUSTEE 1.00 X 0 0 0 LOUIS F RYAN ESQ TRUSTEE 1.00 X 0 0 0 JANE R SHORT CFP TRUSTEE 1.00 X 0 0 0 STEPHEN M SNYDER TRUSTEE 1.00 X 0 0 0 CHARITY A VOLMAN TRUSTEE 1.00 X 0 0 0 ALAN L WAGNER MD TRUSTEE 1.00 X 0 0 0 LEWIS W WEBB III ESQ TRUSTEE 1.00 X 0 0 0 JOHN O WYNNE JR TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 7574388 958594 7574388 1072576 1072576 6377893 2556784 3821109 3821109 3821109 FUNDRAISING REIMBURSEMENT 541900 54437 54437 NET LIFE INSURANCE ACTIVITY 524298 27946 27946 82383 12550456 3903492 0 1072576 7446043 7446043 7700 7700 127431 127431 32694 32694 24900 24900 54437 54437 4380 4380 6500 6500 SPECIAL EVENTS AND OTHE 45010 45010 GENERAL EXPENSES 10404 10404 BANK CHARGES 2450 2450 7761949 7453743 208759 99447 203580 389282 1708170 1708905 3539478 3525320 24540353 24116609 68618415 75260602 1586216 1639226 100196212 106639944 1600883 739602 1600883 739602 X 16947689 17865354 20859909 25078005 60787731 62956983 98595329 105900342 100196212 106639944 4788507 3680492 -274796 -889190 0 X X 0 1 X 1 0 X 5024799 5596209 16062819 4610937 7574388 38869152 5024799 5596209 16062819 4610937 7574388 38869152 1511948 37357204 1049511 1394767 1419758 917002 1072576 5853614 110678 122819 80722 126227 82383 522829 45245595 0.82570 0.78280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. 91612779 2233460 7296788 3051289 98091738 84082487 592890 9387976 2450574 91612779 76185315 11708202 -1264362 2546668 84082487 76506139 1625272 536001 2482097 76185315 68776308 1644341 9063221 2977731 76506139 0.18000 0.64000 0.18000 0 0 0 ALTERNATIVE INVESTMENTS 75260602 F 75260602 AMOUNT DUE TO AFFILIATES 739602 739602 15287321 3680492 -54437 3626055 11661266 889190 889190 12550456 7982308 274796 -54437 220359 7761949 0 7761949 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 1 RUFFALO NOEL LEVITZ 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 FUNDRAISING 0 158977 54437 104540 158977 54437 104540 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI DC 1 EASTERN VIRGINIA MEDICAL SCHOOL PO BOX 1980 NORFOLK VA 23501 546055378 501(C)(3) 7235507 SUPPORT EVMS PROFESSORSHIPS, CHAIRS, AND OPERATIONS, SCHOLARSHIPS 1 0 AWARDS 8 7700 PART I, LINE 2: PROGRAM EXPENDITURES ARE MONITORED BY THE ACCOUNTING OFFICE FOR FINANCIAL AVAILABILITY AND THE DEVELOPMENT OFFICE TO MATCH THE EXPENDITURE AGAINST THE DONOR RESTRICTIONS. X 48 958594 QUOTED STOCK PRICES 0 1 0 PART I, COLUMN (B): FOR LINE 9(B), THE NUMBER OF STOCKS DONATIONS RECEIVED (NOT SHARES) IS REPORTED. 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