2015-09-15T10:39:39-05:00 2015-06-30 560747981 DIXON HUGHES GOODMAN LLP 440 MONTICELLO AVE SUITE 1400 NORFOLK VA 23452 990 2014-07-01 237053028 EASTERN VIRGINIA MEDICAL SCHOOL FOUNDATION EAST 7574466051 P O BOX 5 NORFOLK VA 235010005 VINCENT J MASTRACCO JR TREASURER 7574466065 2015-09-09 1 CARON CROUSE CPA P00630336 7576245253 2014 2016-03-07 17:11:31Z THOMAS V RUEGER 358 MOWBRAY ARCH NORFOLK VA 23501 10461355 0 X HTTP://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. 26 26 0 30 0 0 5024799 5596209 0 0 4119826 5278751 110678 122819 9255303 10997779 6195298 6813528 0 0 115633 356563 97303 85450 410625 186009 150717 6594243 7406258 2661060 3591521 85049129 84504487 573953 889130 84475176 83615357 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 3659748 3659748 RESTRICTED GRANTS GIVEN TO THE EASTERN VIRGINIA MEDICAL SCHOOL FOR MEDICAL RESEARCH AND EDUCATIONAL PROGRAMS 1444523 1444523 APPROPRIATIONS FOR MAINTENANCE AND OPERATIONS OF THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. 935567 935567 APPROPRIATIONS FOR PROGRAM AND PROFESSORSHIP ENHANCEMENTS OF THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. 773690 773690 APPROPRIATIONS FOR STUDENT SCHOLARSHIPS AT THE EASTERN VIRGINIA MEDICAL SCHOOL APPROVED BY THE BOARD OF THE FOUNDATION. 773690 773690 6813528 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 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 X 26 26 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 MO NH NJ NY OH OK OR SC UT WA X THOMAS V RUEGER TREASURER 7574466065 358 MOWBRAY ARCH NORFOLK VA 23501 X ANDREW S FINE ESQ SECRETARY 1.00 X X 0 0 0 THOMAS V RUEGER TREASURER 1.00 X X 0 0 0 WAYNE F WILBANKS CFA CHAIRMAN 1.00 X X 0 0 0 L D BRITT MD MPH 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 TOY D SAVAGE JR ESQ TRUSTEE 1.00 X 0 0 0 B THOMAS MANSBACH ESQ TRUSTEE 1.00 X 0 0 0 R BRUCE BRADLEY 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 CHARLES P FLETCHER DDS 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 PAUL D FRAIM TRUSTEE 1.00 X 0 0 0 SUSAN R COLPITTS TRUSTEE 1.00 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 PAUL O HIRSCHBIEL JR TRUSTEE 1.00 X 0 0 0 VINCENT J MASTRACCO JR ESQ TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 5596209 605025 5596209 1394767 1394767 3347560 -536424 3883984 3883984 3883984 FUNDRAISING REIMBURSEMENT 541900 93450 93450 NET LIFE INSURANCE ACTIVITY 524298 29369 29369 122819 10997779 4006803 0 1394767 6804803 6804803 8725 8725 356563 136488 220075 22700 22700 85450 85450 8000 8000 PLEDGE WRITE OFF 49027 49027 SPECIAL EVENTS AND OTHE 48073 48073 GENERAL EXPENSES 22917 22917 7406258 6813528 182105 410625 764451 308260 4570947 3243507 1056040 1086454 76271872 77271464 930734 1089124 1455085 1505678 85049129 84504487 573953 889130 573953 889130 X 16552792 16244441 20990465 18916443 46931919 48454473 84475176 83615357 85049129 84504487 3591521 -4451340 0 X X 0 1 X 1 0 X 7802444 15650232 10208220 5024799 5596209 44281904 7802444 15650232 10208220 5024799 5596209 44281904 4085610 40196294 564936 711791 879993 1049511 1394767 4600998 48882902 186797 0.82230 0.64790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76506139 1625272 536001 2482097 76185315 68776308 1644341 9063221 2977731 76506139 58090756 7118601 5207504 1640553 68776308 49893365 11035972 -911157 1927424 58090756 42934446 1266271 7387878 1695230 49893365 0.21600 0.63600 0.14800 0 0 0 AMOUNT DUE TO AFFILIATES 855119 CHARITABLE TRUST LIABILITIES 34011 889130 X 6452989 -4451340 -93450 -4544790 10997779 0 10997779 7312808 -93450 -93450 7406258 0 7406258 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 150 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 X, LINE 2: THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2015. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2012 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: REIMBURSEMENTS FROM EVMS $93,450 PART XII, LINE 2D - OTHER ADJUSTMENTS: PAYMENTS TO FUNDRAISER AND VENDOR - REIMBURSED BY EVMS $93,450 1 HARRIS CONNECT LLC 1400 A CROSSWAYS BLVD CHESAPEAKE VA 23320 FUNDRAISING 0 0 0 85450 85450 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 1 EASTERN VIRGINIA MEDICAL SCHOOL PO BOX 1980 NORFOLK VA 23501 546055378 501(C)(3) 6706511 SUPPORT EVMS PROFESSORSHIPS, CHAIRS, AND OPERATIONS. EASTERN VIRGINIA MEDICAL SCHOOL MEDICAL GROUP PO BOX 1980 NORFOLK VA 23501 521576648 501(C)(3) 62042 SCHOLARSHIPS 2 0 AWARDS 11 8725 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 27 605025 QUOTED STOCK PRICES 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 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