2017-11-15T10:58:42-06:00 2017-06-30 560747981 DIXON HUGHES GOODMAN LLP 440 MONTICELLO AVE SUITE 1400 NORFOLK VA 23452 990 2016-07-01 237053028 EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION EAST 7574466051 P O BOX 5 NORFOLK VA 235010005 HELEN S HESELIUS ASSISTANT TREASURER 7574466065 2017-11-10 1 CARON CROUSE CPA P00630336 7576245253 204.15.98.225 2017-11-10 13:00:10 ES P 4D263A1307333D20800419E5C6D42186AF8921E0 DC650B8A40E68B825DA230F86F2C942CBE6A406B 2016 2017-02-10 21:41:12Z SUSAN R COLPITTS 358 MOWBRAY ARCH NORFOLK VA 23501 35043998 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. 28 28 0 28 0 -20237 16062819 4610937 0 0 -1953375 5753980 80722 126227 14190166 10491144 6852692 6683973 0 0 385451 399014 49580 97345 403591 81294 115238 7369017 7295570 6821149 3195574 91750515 100196212 366662 1600883 91383853 98595329 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 3568422 3568422 RESTRICTED GRANTS GIVEN TO THE EASTERN VIRGINIA MEDICAL SCHOOL FOR MEDICAL RESEARCH AND EDUCATIONAL PROGRAMS 1347037 1347037 APPROPRIATIONS FOR MAINTENANCE AND OPERATIONS OF THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. 928442 928442 APPROPRIATIONS FOR PROGRAM AND PROFESSORSHIP ENHANCEMENTS OF THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. 840072 840072 APPROPRIATIONS FOR STUDENT SCHOLARSHIPS AT THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. 840072 840072 6683973 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 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 28 28 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 X SUSAN R COLPITTS TREASURER 7574466065 358 MOWBRAY ARCH NORFOLK VA 23501 X ANDREW S FINE ESQ SECRETARY 1.00 X X 0 0 0 THOMAS V RUEGER TRUSTEE 1.00 X 0 0 0 WAYNE F WILBANKS CFA CHAIRMAN 1.00 X X 0 0 0 PAUL D CHIDESTER MD TRUSTEE 1.00 X 0 0 0 CHRISTOPHER D KASTNER TRUSTEE 1.00 X 0 0 0 RICHARD S GLASSER ESQ TRUSTEE 1.00 X 0 0 0 ROBERT C GOODMAN JR ESQ TRUSTEE 1.00 X 0 0 0 DAWN S GLYNN TRUSTEE 1.00 X 0 0 0 B THOMAS MANSBACH ESQ TRUSTEE 1.00 X 0 0 0 JOAN P BROCK TRUSTEE 1.00 X 0 0 0 PAUL J FARRELL TRUSTEE 1.00 X 0 0 0 PRISCILLA T ROADY 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 CHARITY A VOLMAN TRUSTEE 1.00 X 0 0 0 ALAN L WAGNER MD TRUSTEE 1.00 X 0 0 0 CYNTHIA C EARHART TRUSTEE 1.00 X 0 0 0 SUSAN R COLPITTS TREASURER 1.00 X X 0 0 0 FRANCES P LUTER TRUSTEE 1.00 X 0 0 0 STEPHEN M SNYDER TRUSTEE 1.00 X 0 0 0 STEVEN D FREDRICKSON TRUSTEE 1.00 X 0 0 0 JANE R SHORT CFP TRUSTEE 1.00 X 0 0 0 JOHN O WYNNE JR TRUSTEE 1.00 X 0 0 0 PATRICIA Y KING TRUSTEE 1.00 X 0 0 0 DARLEEN MASTIN TRUSTEE 1.00 X 0 0 0 VINCENT J MASTRACCO TRUSTEE 1.00 X 0 0 0 VANDANA A PATEL TRUSTEE 1.00 X 0 0 0 LEWIS W WEBB TRUSTEE 1.00 X 0 0 0 HELEN S HESELIUS ASSISTANT TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 4610937 960764 4610937 917002 917002 29389832 24552854 4836978 4836978 4836978 FUNDRAISING REIMBURSEMENT 541900 97345 97345 NET LIFE INSURANCE ACTIVITY 524298 28882 28882 126227 10491144 4963205 0 917002 6676173 6676173 7800 7800 365966 119961 246005 33048 33048 24200 24200 97345 97345 4782 4782 5958 5958 SPECIAL EVENTS AND OTHE 60241 60241 GENERAL EXPENSES 16838 16838 BANK CHARGES 3219 3219 7295570 6683973 208006 403591 1111199 203580 2335323 1708170 1118785 3539478 83180380 24540353 2461149 68618415 1543679 1586216 91750515 100196212 366662 1600883 366662 1600883 X 15256980 16947689 15971934 20859909 60154939 60787731 91383853 98595329 91750515 100196212 3195574 4812059 -796157 0 X X 0 1 X 1 0 X 10208220 5024799 5596209 16062819 4610937 41502984 10208220 5024799 5596209 16062819 4610937 41502984 4478837 37024147 879993 1049511 1394767 1419758 917002 5661031 28783 13375 29369 31142 28882 131551 47295566 0.78280 0.83500 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET LIFE INSURANCE ACTIVITY - 2012 AMOUNT: $ 28,783. 2013 AMOUNT: $ 13,375. 2014 AMOUNT: $ 29,369. 2015 AMOUNT: $ 31,142. 2016 AMOUNT: $ 28,882. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84082487 592890 9387976 2450574 91612779 76185315 11708202 -1264362 2546668 84082487 76506139 1625272 536001 2482097 76185315 68776308 1644341 9063221 2977731 76506139 58090756 7118601 5207504 1640553 68776308 0.19000 0.66000 0.15000 0 0 0 ALTERNATIVE INVESTMENTS 68618415 F 68618415 AMOUNT DUE TO AFFILIATES 1600883 1600883 14409701 4812059 -97345 4714714 9694987 796157 796157 10491144 7198225 -97345 -97345 7295570 0 7295570 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 160 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 $97,345 PART XII, LINE 2D - OTHER ADJUSTMENTS: PAYMENTS TO FUNDRAISER AND VENDOR - REIMBURSED BY EVMS $97,345 1 RUFFALO NOEL LEVITZ 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 FUNDRAISING 0 198647 97339 101308 198647 97339 101308 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) 6341021 SUPPORT EVMS PROFESSORSHIPS, CHAIRS, AND OPERATIONS, SCHOLARSHIPS 1 0 AWARDS 8 7800 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 42 960764 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