2026-01-15T10:13:07-06:00 2025-06-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2024-07-01 237173411 THE UNIVERSITY OF VIRGINIA MEDICAL SCHOOL FOUNDATION UNIV 4349241734 PO BOX 800776 CHARLOTTESVILLE VA 22908 BARRY COLLINS EXECUTIVE DIRECTOR 4349241734 2026-01-15 1 0 MONTE J GLANZER P01301538 4342962156 2024 2025-03-06 01:10:19Z BARRY COLLINS PO BOX 800776 CHARLOTTESVILLE VA 22908 13965093 0 X WWW.UVAMEDALUM.ORG X 1972 VA UNIVERSITY OF VIRGINIA MEDICAL SCHOOL FOUNDATION ENCOURAGES AND FOSTERS THE INVOLVEMENT OF MEDICAL ALUMNI IN THE LIFE OF THEIR ALMA MATER AS AMBASSADORS, ADVOCATES, ADVISORS, BENEFACTORS AND EDUCATIONAL PARTNERS. THE CONSTITUENTS OF THE FOUNDATION ARE STUDENTS, GRADUATES, FELLOWS, AND CURRENT AND FORMER RESIDENTS AND FACULTY OF THE UVA SCHOOL OF MEDICINE. THE FOUNDATION ACCOMPLISHES THIS BY INFORMING AND INVOLVING MEDICAL ALUMNI AND CHAMPIONING THE ROLE OF ALUMNI RELATIONS AS A PROFESSIONAL DISCIPLINE IN PARTNERSHIP WITH AND IN SERVICE TO THE UNIVERSITY OF VIRGINIA SCHOOL OF MEDICINE. 35 34 10 273 0 0 14272032 12698736 144727 152642 170560 219850 0 0 14587319 13071228 4623441 5019757 0 0 1204502 1221595 0 0 341024 1093251 1140947 6921194 7382299 7666125 5688929 145674208 168036250 533606 262287 145140602 167773963 X THE UNIVERSITY OF VIRGINIA MEDICAL ALUMNI ASSOCIATION AND MEDICAL SCHOOL FOUNDATION IS DEDICATED TO ENHANCING THE EXPERIENCE OF STUDENTS, HOUSESTAFF, ALUMNI AND FACULTY OF THE UVA SCHOOL OF MEDICINE BY CREATING OPPORTUNITIES FOR MENTORING, NETWORKING, SCHOLARSHIP AND PHILANTHROPY. 0 0 2217648 2217648 GRANTS TO THE UVA MEDICAL SCHOOL TO BE USED TOWARD ENCOURAGING MEDICAL RESEARCH AND SCIENTIFIC STUDY AS WELL AS SUPPLEMENTING MEDICAL SCHOOL FACULTY SALARIES AND OTHER OPERATING EXPENSES. 2802109 2802109 SCHOLARSHIP GRANTS AWARDED TO MEDICAL SCHOOL STUDENTS BASED ON ACADEMIC QUALIFICATIONS AND FINANCIAL NEED TO ENCOURAGE MEDICAL RESEARCH AND STUDY. 961243 152642 ALUMNI MEETINGS AND PUBLICATIONS AND RELATED EXPENSES TO PROVIDE UPDATES TO MEDICAL SCHOOL ALUMNI REGARDING CURRENT RESEARCH AND SCIENTIFIC STUDY AT THE MEDICAL SCHOOL. 5981000 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 12 0 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 35 34 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AR CA CO HI ME MA MN NH OR SC VA DC X THE ORGANIZATION 4349241734 PO BOX 800776 CHARLOTTESVILLE VA 22908 BARRY J COLLINS EXECUTIVE DIRECTOR/EX-OFFI 40.00 X X 285723 0 40131 MELISSA M WU MD MSF PRESIDENT 1.00 X X 0 0 0 RANDOLPH J CANTERBURY MD MSF VICE PRESIDENT 1.00 X X 0 0 0 JOHN G JORDAN III MSF TREASURER 1.00 X X 0 0 0 SEAN MILLER MSF SECRETARY 1.00 X X 0 0 0 ELIZABETH A CARR MD MSF PAST PRESIDENT 1.00 X X 0 0 0 STANLEY K GILBERT JR MD TRUSTEE 0.50 X 0 0 0 ALICE MO MD TRUSTEE 0.50 X 0 0 0 WENDY S DAVIS MD TRUSTEE 0.50 X 0 0 0 SARAH T CORLEY MD TRUSTEE 0.50 X 0 0 0 ROBERT S FRANCO MD TRUSTEE 0.50 X 0 0 0 LAURA N DABINETT MD TRUSTEE 0.50 X 0 0 0 DAVID B LORBER MD TRUSTEE 0.50 X 0 0 0 MEG G KEELEY MD TRUSTEE 0.50 X 0 0 0 ANNE O WILHITE MD TRUSTEE 0.50 X 0 0 0 JOEL BRUCE MD TRUSTEE 0.50 X 0 0 0 PATRICK A X HALL MD TRUSTEE 0.50 X 0 0 0 J SHELTON HORSLEY IV TRUSTEE 0.50 X 0 0 0 J SCOTT JUST MD TRUSTEE 0.50 X 0 0 0 MELINA R KIBBE MD EX-OFFICIO TRUSTEE 1.00 X 0 0 0 JAMES H BOWLES JR MD EX-OFFICIO TRUSTEE 0.50 X 0 0 0 MEGAN J BRAY MD EX-OFFICIO TRUSTEE 0.50 X 0 0 0 J CAMERON MUIR MD EX-OFFICIO TRUSTEE 1.00 X 0 0 0 LAURIE R ARCHBALD-PANNONE MD TRUSTEE 0.50 X 0 0 0 DANIELLE J CARROLL MD TRUSTEE 0.50 X 0 0 0 JAMES N CASEY MD TRUSTEE 0.50 X 0 0 0 ROBERTA L DEBIASI MD TRUSTEE 1.00 X 0 0 0 TERRANCE P JOHNS MD TRUSTEE 0.50 X 0 0 0 COLSTON F MCEVOY MD TRUSTEE 0.50 X 0 0 0 CHRISANNA M MINK MD TRUSTEE 0.50 X 0 0 0 SUSAN C MODESITT MD TRUSTEE 0.50 X 0 0 0 NICOLE F PARKERSON MD TRUSTEE 0.50 X 0 0 0 PHILIP Y PEARSON MD TRUSTEE 0.50 X 0 0 0 ADRIAN LE PRESTON MD TRUSTEE 0.50 X 0 0 0 AMY P RUHL MD TRUSTEE 0.50 X 0 0 0 LATONYA D RUSSELL MD TRUSTEE 0.50 X 0 0 0 KEITH A WARREN MD TRUSTEE 0.50 X 0 0 0 ANASTASIA L WILLIAMS MD TRUSTEE 0.50 X 0 0 0 FERDINAND D YATES JR MD TRUSTEE 0.50 X 0 0 0 NORA G KERN MD TRUSTEE 0.50 X 0 0 0 BOBBY CHHABRA MD TRUSTEE 0.50 X 0 0 0 MARGARET R DOUGLAS MD TRUSTEE 0.50 X 0 0 0 CAITLIN LIVERMAN DIRECTOR OF RELATIONS 40.00 X 103109 0 34512 388832 0 74643 2 0 1 0 UNIVERSITY OF VIRGINIA INVESTMENT MANAGE 701 E WATER ST CHARLOTTESVILLE VA 22903 INVESTMENT MANAGEMENT 249420 1 12698736 332799 12698736 REGISTRATION FEES 900099 152642 152642 152642 218157 218157 895558 893865 1693 1693 1693 13071228 152642 0 219850 5019757 5019757 334083 100225 116929 116929 661064 341965 231372 87727 55268 28874 19344 7050 107025 49784 37459 19782 64155 28870 22454 12831 92161 92161 337622 337622 41992 41992 35426 35426 159165 81137 52162 25866 82749 20687 41375 20687 10231 4604 3581 2046 314216 296852 12929 4435 10880 10880 32981 8245 16491 8245 16228 16228 7296 7296 7382299 5981000 1060275 341024 5382950 5967293 4196681 4981939 3381578 2559341 5000 3000 40366 28107 1851038 1163628 692457 687410 125027150 145266988 6948026 8542172 145674208 168036250 273505 102186 260101 160101 533606 262287 X 7671455 8305063 137469147 159468900 145140602 167773963 145674208 168036250 X 5688929 16058945 885487 X X 0 1 X 1 0 X 7145812 8725727 9051259 14272032 12698736 51893566 410476 426834 837310 7145812 8725727 9051259 14682508 13125570 52730876 11883980 40846896 21642 20860 56308 169170 218157 486137 53217013 627969 0.76760 0.67520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125015025 10720824 16049713 6193077 337622 145254863 105666933 16481625 8418428 5217813 334148 125015025 106384410 2407819 1858882 4726808 257370 105666933 112289468 4188965 -5585333 4265198 243492 106384410 74763982 4755445 36829849 3897653 162155 112289468 0.04914 0.56941 0.38145 1 0 137416 137416 1185086 645822 539264 528536 517806 10730 687410 POOLED INVESTMENT FUNDS 145254863 F OTHER INVESTMENTS 12125 F 145266988 CASH SURRENDER VALUE OF LIFE INSURANCE 233192 INTEREST IN SPLIT-INTEREST AGREEMENTS 7882000 INTEREST IN PERPETUAL TRUST 426980 8542172 X 30104872 16058945 426834 885487 17371266 12733606 337622 337622 13071228 7471511 426834 426834 7044677 337622 337622 7382299 PART V, LINE 4: AMOUNTS INVESTED IN THE ENDOWMENT FUND ARE TO BE USED BASED ON THE DONORS' RESTRICTION OR THE BOARDS' RESTRICTION TO FUND SUPPORT FOR THE UVA MEDICAL SCHOOL. PART X, LINE 2: THE UNIVERSITY OF VIRGINIA MEDICAL SCHOOL FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF THEIR TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 17,966. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,142,300. CHANGE IN VALUATION ADJUSTMENT OF PLEDGES RECEIVABLE -274,779. 1 UVA MEDICAL SCHOOL PO BOX 800382 CHARLOTTESVILLE VA 22908 546001796 170(B)(1)(A)(V) 2217648 0 ENCOURAGE MEDICAL RESEARCH AND SCIENTIFIC STUDY AS WELL AS SUPPLEMENT MEDICAL SCHOOL FACULTY SALARIES AND OTHER OPERATING EXPENSES UVA MEDICAL SCHOOL PO BOX 800382 CHARLOTTESVILLE VA 22908 546001796 170(B)(1)(A)(V) 2802109 0 SCHOLARSHIP FUNDING FOR MEDICAL STUDENTS 1 0 PART I, LINE 2: RECIPIENTS OF GRANTS AND SCHOLARSHIPS IN FURTHERANCE OF EXEMPT PURPOSES ARE CHOSEN BY A COMMITTEE OF FACULTY OF THE UNIVERSITY OF VIRGINIA AND TRUSTEES OF THE UNIVERSITY OF VIRGINIA MEDICAL SCHOOL FOUNDATION. AWARDS ARE BASED ON MERIT AND COMPLIANCE WITH PUBLISHED CRITERIA. 0 0 0 0 0 0 0 0 0 BARRY J COLLINS EXECUTIVE DIRECTOR/EX-OFFI 255123 0 30600 0 0 0 26003 0 14128 0 325854 0 0 0 X 25 332799 QUOTED MARKET VALUES 0 0 1 1 PART I, COLUMN (B): THE FOUNDATION REPORTS THE NUMBER OF CONTRIBUTIONS, RATHER THAN THE NUMBER OF ITEMS RECEIVED. PART I, LINE 32B: THE FOUNDATION USES THE UNIVERSITY OF VIRGINIA TO PROCESS AND SELL NON-CASH CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION'S MEMBERSHIP INCLUDES ALL MEDICAL SCHOOL GRADUATES, PRESENT AND FORMER HOUSESTAFF OF THE UNIVERSITY OF VIRGINIA HEALTH SYSTEM, MEDICAL SCHOOL FACULTY AND STUDENTS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES SHALL HAVE ALL VOTING POWER EXCEPT THE POWER TO VOTE ON ELECTING, APPOINTING, OR REMOVING A TRUSTEE AND ON IMPLEMENTING AN AMENDMENT TO THE ARTICLES OF INCORPORATION AFFECTING THE VOTING RIGHTS OF THE MEMBERS, WHICH POWER IS VESTED SOLELY IN THE MEMBERS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B THE POWER TO IMPLEMENT AN AMENDMENT TO THE ARTICLES OF INCORPORATION AFFECTING THE VOTING RIGHTS OF THE MEMBERS IS VESTED SOLELY IN THE MEMBERS OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE AUDIT COMMITTEE AFTER MANAGEMENT'S REVIEW, THEN DISTRIBUTED TO THE GOVERNING BODY BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EXECUTIVE DIRECTOR, WITH STAFF ASSISTANCE, MONITORS AND ENSURES COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE PERFORMANCE AND COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS REVIEWED BY THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF THE PRESIDENT AND TREASURER OF THE BOARD OF DIRECTORS OF THE MEDICAL ALUMNI ASSOCIATION AND THE PRESIDENT AND TREASURER OF THE BOARD OF TRUSTEES OF THE MEDICAL SCHOOL FOUNDATION. THE COMMITTEE REVIEWS SEVERAL QUANTITATIVE AND QUALITATIVE PERFORMANCE DIMENSIONS BASED ON FISCAL YEAR PERFORMANCE. RETENTION AND COMPENSATION RECOMMENDATIONS ARE PRESENTED TO THE MANAGEMENT COMMITTEE FOR APPROVAL. THE MANAGEMENT COMMITTEE IS COMPRISED OF THE EXECUTIVE COMMITTEES OF THE BOARD OF DIRECTORS AND THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S FORMS 1023 AND 990 ARE DISTRIBUTED TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 1,142,300. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 17,966. CHANGE IN VALUATION ADJUSTMENT OF PLEDGES RECEIVABLE -274,779. FORM 990, PART XII LINE 2C: FINANCIAL OVERSIGHT PROCESS: THE FOUNDATION'S BOARD OF TRUSTEES HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE SELECTION AND RETENTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS CHARITABLE REMAINDER UNITRUST (29) INVESTMENTS VA THE UNIVERSITY OF VIRGINIA MEDICAL SCHOOL FOUNDATION T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0