2026-02-09T15:07:02-06:00 2025-09-30 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2024-10-01 541667557 THE BOOK ARTS PRESS INC BOOK 4349248851 PO BOX 400103 UNIVERSITY OF VA CHARLOTTESVILLE VA 22904 MICHAEL F SUAREZ EXECUTIVE DIRECTOR 4349248851 2026-02-09 1 0 MONTE J GLANZER P01301538 4342962156 2024 2025-03-06 01:10:19Z RARE BOOK SCHOOL MICHAEL F SUAREZ PO BOX 400103 UNIVERSITY OF VA CHARLOTTESVILLE VA 22904 3106591 0 X WWW.RAREBOOKSCHOOL.ORG X 1983 VA ADVOCACY, EDUCATION AND OUTREACH FOR THE STUDY OF THE HISTORY OF BOOKS, PRINTING, & RELATED FIELDS. 21 21 49 65 0 0 4081680 2222973 717460 769475 -3462 -443 725 3588 4796403 2995593 413186 253691 0 0 1362907 1427384 0 0 225903 1121552 969187 2897645 2650262 1898758 345331 25128340 28152053 34466 46797 25093874 28105256 X RARE BOOK SCHOOL STRENGHTENS GLOBAL COMMUNITIES OF THE BOOK AND ADVANCES THE STUDY OF CULTURAL HERITAGE. 0 0 1217918 773063 RARE BOOK SCHOOL ANNUALLY OFFERS APPROXIMATELY 40 WEEK-LONG COURSES IN THE STUDY, CARE, AND USES OF MANUSCRIPTS, PRINTED, AND BORN-DIGITAL MATERIALS. RBS OFFERED FOR THE FIRST TIME IN 2022 A FULL ROSTER OF COURSES BOTH ONLINE AND IIN-PERSON. IN FISCAL YEAR 2025, MORE THAN 560 STUDENTS TOOK 43 COURSES OFFERED ONLINE OR IN PERSON IN CHARLOTTESVILLE OR AT A PARTNER INSTITUTION, ENGAGING IN COURSE DISCUSSIONS, LECTURES, AND RECEPTIONS ACROSS A DIGITAL PLATFORM. IN A TYPICAL YEAR, LIBRARIANS, SCHOLARS, CONSERVATORS, BOOK DEALERS, STUDENTS, COLLECTORS, AND EDUCATORS STUDIED TOPICS THAT RANGED FROM MEDIEVAL MANUSCRIPTS TO BOOKBINDING TO BORN-DIGITAL MATERIALS AND TEXTUAL ENCORDING. RARE BOOK SCHOOL ALSO PROVIDES AN ONGOING SERIES OF WIDELY ADVERTISED, FREE PUBLIC LECTURES (BOTH DURING SCHOOL SESSIONS AND AT OTHER TIMES DURING THE YEAR) ON A WIDE VARIETY OF BIBLIOGRAPHICAL AND BOOK-HISTORICAL TOPICS. TO DATE, THE SCHOOL HAS PRESENTED APPROXIMATELY 685 LECTURES, MANY OF WHICH ARE AVAILABLE FOR STREAMING ON ITUNES OR OTHER PODCAST APPS (BY SEARCHING FOR "RARE BOOK SCHOOL"). BEGINNING IN 2025, THESE LECTURES WERE MADE AVAILALBE VIA LIVESTREAM. 316062 RARE BOOK SCHOOL (RBS) OWNS A TEACHING COLLECTION OF MORE THAN 100,000 ITEMS ACQUIRED FOR THE PURPOSE OF BIBLIOGRAPHICAL INSTRUCTION. THE COLLECTION IS DESIGNED AS A TEACHING LABORATORY, NOT AS A LIBRARY. A SUBSTANTIAL NUMBER OF THE SCHOOL'S HOLDINGS WERE PURCHASED FOR LESS THAN $75 PER ITEM, OR WERE RECEIVED AS GIFTS (E.G., AS DUPLICATE OR DISCARDED BOOKS FROM LIBRARIES; AS DONATIONS FROM ANTIQUARIAN BOOKSELLERS; AS CONTRIBUTIONS FROM FORMER STUDENTS; &C.).WHAT SETS RARE BOOK SCHOOL APART FROM OTHER PROGRAMS OF ITS KIND IS THE SCHOOL'S STRONG FOCUS ON BOOKS AS PHYSICAL OBJECTS. RBS COURSES CONVEY METHODS FOR UNDERSTANDING THE HISTORIES OF MATERIAL TEXTSTHEIR PRODUCTION, MANUFACTURE, DISTRIBUTION, AND RECEPTIONTHROUGH INTENSIVE, HANDS-ON INSTRUCTION WITH ORIGINAL ARTIFACTS INDIVIDUALLY INTERPRETED FOR PEDAGOGICAL USE. 532474 253691 RARE BOOK SCHOOL OFFERS A NUMBER OF SCHOLARSHIP AND FELLOWSHIP OPPORTUNITIES FOR STUDENTS ATTENDING ITS PROGRAMS. RBS MAKES AWARDS AVAILABLE FOR NEW AND RETURNING STUDENTS, INCLUDING LIBRARIANS, BOOKSELLERS, CONSERVATORS, AND ACADEMICS. CURATORS, ADVANCED GRADUATE STUDENTS, AND JUNIOR ACADEMICS ALSO HAD THE OPPORTUNITY TO PARTICIPATE IN THE ANDREW W. MELLON SOCIETY OF FELLOWS IN CRITICAL BIBLIOGRAPHY PROGRAM. IN ORDER TO SUSTAIN ITS COMMITMENT TO PROVIDING OPPORTUNITIES TO EDUCATION FOR PROSPECTIVE STUDENTS FROM VARIED BACKGROUNDS, THE SCHOOL'S BOARD OF DIRECTORS RE-INVESTS ANY APPROPRIATE SURPLUS FUNDS INTO ITS OWN SCHOLARSHIP FUNDS EACH YEAR. 2066454 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA CA FL IL MD MA NY PA X THE ORGANIZATION 4349248851 PO BOX 400103 UNIVERSITY OF VA CHARLOTTESVILLE VA 22904 MICHAEL F SUAREZ SJ EXECUTIVE DIRECTOR 40.00 X X 183650 0 52156 G SCOTT CLEMONS CHAIR 2.00 X X 0 0 0 MCKEY BERKMAN VICE-CHAIR 2.00 X X 0 0 0 BEPPY LANDRUM OWEN SECRETARY 2.00 X X 0 0 0 VICTORIA D HARKER TREASURER 2.00 X X 0 0 0 KRYSTAL APPIAH DIRECTOR 2.00 X 0 0 0 CHERYL BEREDO DIRECTOR 2.00 X 0 0 0 ROBERT F BRUNER DIRECTOR 2.00 X 0 0 0 MEREDITH EVANS DIRECTOR 2.00 X 0 0 0 MARTHA FLEISCHMAN DIRECTOR 2.00 X 0 0 0 BARBARA J FRIED DIRECTOR 2.00 X 0 0 0 DAVID A HARPER DIRECTOR 2.00 X 0 0 0 NORA JAMES DIRECTOR 2.00 X 0 0 0 KENNETH KARMIOLE DIRECTOR 2.00 X 0 0 0 ALAN KLEIN DIRECTOR 2.00 X 0 0 0 GLEN S MIRANKER DIRECTOR 2.00 X 0 0 0 NAOMI NELSON DIRECTOR 2.00 X 0 0 0 DIANA PEARSON DIRECTOR 2.00 X 0 0 0 KENNETH SOEHNER DIRECTOR 2.00 X 0 0 0 SUSAN JAFFE TANE DIRECTOR 2.00 X 0 0 0 DAVID S ZEIDBERG DIRECTOR 2.00 X 0 0 0 KEVIN MCFADDEN CHIEF OPERATING OFFICER 40.00 X 123942 0 35203 DANIELLE CULPEPPER DIRECTOR OF BUDGET & FINANCE 40.00 X 90338 0 30862 397930 0 118221 2 0 1 0 0 2222973 57194 2222973 TUITION REVENUE 611600 769475 769475 769475 106453 106896 -443 -443 -443 7690 4102 3588 3588 2995593 773063 0 -443 17000 17000 236691 236691 170362 105127 24888 40347 939371 787771 67010 84590 317651 248586 29519 39546 21000 21000 139574 139574 118817 110334 8483 4892 4892 106615 87754 8475 10386 105872 67811 21332 16729 21730 18246 1895 1589 127251 118761 4062 4428 116659 87963 12817 15879 6387 4892 805 690 5513 5513 FACULTY HONORARIA 102680 102680 COLLECTION/REF MATERIAL 32808 32808 EQUIPMENT MAINTENANCE 710 710 58679 35138 11822 11719 2650262 2066454 357905 225903 402445 926536 3090420 1985621 7373 9085 13859 14384 218828 198358 26857 20470 21348852 24947822 238534 248135 25128340 28152053 34466 46797 34466 46797 X 3101785 3026899 21992089 25078357 25093874 28105256 25128340 28152053 X 345331 2737730 -71679 X X 0 1 X 1 0 X 2747600 5397483 4074302 4081680 2222973 18524038 690925 672230 699945 717460 769475 3550035 412990 446040 481758 612361 607396 2560545 3851515 6515753 5256005 5411501 3599844 24634618 1559169 4356281 2880456 3485232 1360375 13641513 0 1559169 4356281 2880456 3485232 1360375 13641513 10993105 3851515 6515753 5256005 5411501 3599844 24634618 0.44620 0.41100 0.00000 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: UNSOLICITED ESTATE BEQUEST DATE: 09/30/21 AMOUNT: 1300995. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X TEACHING 0 18601440 2487584 2578509 604944 139574 22923015 13394768 3974594 1682321 357761 92482 18601440 10666998 2909993 180435 277201 85457 13394768 8823913 2800247 -713910 160993 82259 10666998 5348490 1346905 2350077 163764 57795 8823913 0.05300 0.72650 0.22050 0 0 218828 198358 20470 20470 UVIMCO INVESTMENTS 23329356 F WELLS FARGO MID-TERM POOL INVESTMENT 179895 F WELLS FARGO SHORT-TERM POOL INVESTMENT 1126814 F CASH RESTRICTED FOR LONG-TERM ENDOWMENT 313490 F DUE TO OPERATING ACCOUNT -1733 F 24947822 X 5944611 2737730 607396 -71679 3273447 2671164 139574 184855 324429 2995593 2933229 607396 607396 2325833 139574 184855 324429 2650262 PART III, LINE 1A: THE ORGANIZATION EXPENSES THE COST OF COLLECTION ITEMS. THE ACQUISITION AND PRESERVATION OF COLLECTIONS IS ESSENTIAL IN FULFILLING THE ORGANIZATION'S MISSION OF PROVIDING CONTINUING PROFESSIONAL EDUCATION FOR RESEARCH LIBRARIANS AND ARCHIVISTS, ACADEMICS, ANTIQUARIAN BOOKSELLERS, CONSERVATORS AND BOOKBINDERS, AND BOOK COLLECTORS. THE ORGANIZATION ASSUMES THE RESPONSIBILITY OF PRESERVING AND MAINTAINING, AT THE HIGHEST LEVEL, ITS HISTORIC COLLECTIONS. DURING THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024, THE ORGANIZATION PURCHASED LIBRARY COLLECTIONS TOTALING $32,808 AND $35,018, RESPECTIVELY. PART III, LINE 4: THE SCHOOL HAS A TEACHING COLLECTION OF APPROXIMATELY 100,000 ITEMS RELATED TO THE HISTORY OF BOOKS AND PRINTING; INCLUDING MANUSCRIPT, PRINT, AND BORN-DIGITAL MATERIALS. EVERYTHING THAT THE SCHOOL ACQUIRES AND HOLDS IN THEIR COLLECTIONS IS INSTRUCTIONAL MATERIAL OBTAINED FOR TEACHING PURPOSES AND IS INTERPRETED SPECIFICALLY FOR CLASSROOM USE. THESE COLLECTIONS DIRECTLY SUPPORT THE EDUCATIONAL MISSION OF THE SCHOOL. PART V, LINE 4: RARE BOOK SCHOOL'S ENDOWMENT FUNDS ARE USED EXCLUSIVELY FOR OPERATING EXPENSES PURSUANT TO THE EDUCATIONAL MISSION OF THE SCHOOL. PART X, LINE 2: THE ORGANIZATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS 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 VALUATION OF CHARITABLE ANNUITY 10,668. CHANGE IN DISCOUNT OF PROMISES TO GIVE 106,000. RETURN OF UNUSED GRANT FUNDS -188,347. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION REDUCTIONS NETTED ON FINANCIAL STATEMENTS 184,855. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION REDUCTIONS NETTED ON FINANCIAL STATEMENTS 184,855. 1 TUITION REDUCTIONS 139 184855 BOOK VALUE - COST THE ORGANIZATION PROVIDED NON-CASH SCHOLARSHIPS TO PARTICIPANTS IN THE FORM OF REDUCTED TUITION STIPENDS 7 4483 BOOK VALUE - COST STIPEND FOR TRAVEL AND RESEARCH REIMBURSEMENT FOR TRAVEL AND REASEARCH EXPENSES 48 47353 BOOK VALUE - COST REIMBURSEMENT FOR TRAVEL AND RESEARCH EXPENSES PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS SUPPORTING THE SELECTION CRITERIA USED TO AWARD SCHOLARSHIPS AND FINANCIAL AID, WHICH ALSO INCLUDES THE AMOUNTS AWARDED AND RECIPIENTS' NAMES. 0 0 0 0 0 0 0 0 0 MICHAEL F SUAREZ SJ EXECUTIVE DIRECTOR 183650 0 0 0 0 0 0 0 52156 0 235806 0 0 0 KEVIN MCFADDEN CHIEF OPERATING OFFICER 123942 0 0 0 0 0 2400 0 32803 0 159145 0 0 0 DANIELLE CULPEPPER DIRECTOR OF BUDGET & FINANCE 90338 0 0 0 0 0 3900 0 26962 0 121200 0 0 0 FORM 990, PART VII, LINE 5 AND SCHEDULE J, PART II: MICHAEL SUAREZ IS THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. MICHAEL RECEIVES COMPENSATION FROM THE UNIVERSITY OF VIRGINA (UVA), AN UNRELATED ORGANIZATION. THE COMPENSATION REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II IS CONTRIBUTED COMPENSATION FROM UVA, WHICH REPRESENTS AN ESTIMATE OF HIS TIME AND EFFORTS RELATED TO ORGANIZATION AFFAIRS AND DOES NOT REPRESENT ADDITIONAL COMPENSATION ABOVE WHAT IS RECEIVED FROM UVA. ADDITIONALLY, THE CONTRIBUTED COMPENSATION REPORTED ON FORM 990 AND SCHEDULE J IS INCLUDED IN THE TOTAL OF CONTRIBUTED SERVICE AMOUNT REPORTED ON SCHEDULE D, PART XI, LINE 2B AND PART XII, LINE 2A. DANIELLE CULPEPPER IS THE DIRECTOR OF BUDGET & FINANCE OF THE ORGANIZATION. A PORTION OF DANIELLE'S COMPENSATION COMES FROM THE UNIVERSITY OF VIRGINA, AN UNRELATED ORGANIZATION. THE COMPENSATION REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II INCLUDES BOTH COMPENSATION PAID BY THE ORGANIZATION AND COMPENSATION CONTRIBUTED BY THE UVA, WHICH REPRESENTS AN ESTIMATE OF HER TIME AND EFFORTS RELATED TO ORGANIZATION AFFAIRS AND DOES NOT REPRESENT ADDITIONAL COMPENSATION ABOVE WHAT IS RECEIVED FROM UVA. ADDITIONALLY, THE PORTION OF CONTRIBUTED COMPENSATION REPORTED ON FORM 990 AND SCHEDULE J IS INCLUDED IN THE TOTAL OF CONTRIBUTED SERVICE AMOUNT REPORTED ON SCHEDULE D, PART XI, LINE 2B AND PART XII, LINE 2A. X 5 57194 QUOTED MARKET VALUES 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS, RATHER THAN THE NUMBER OF ITEMS RECEIVED. EACH CONTRIBUTION INCLUDED MULTIPLE SHARES OF STOCK FROM A SINGLE DONOR. PART I, LINE 32B: THE ORGANIZATION USES A SECURITIES BROKER TO PROCESS AND SELL DONATED SECURITIES. FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY OF VIRGINIA'S BOARD OF VISITORS HAS THE POWER TO APPOINT TWO DIRECTORS TO THE ORGANIZATION'S BOARD. ONE IS A REPRESENTATIVE OF THE BOARD OF VISITORS AND ONE IS A REPRESENTATIVE FROM THE PRESIDENT'S OFFICE. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DURING THE YEAR, THE EXECUTIVE DIRECTOR MONITORS FOR POTENTIAL CONFLICTS OF INTEREST. ANNUALLY, THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY AND DISCLOSES ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE SCHOOL'S EXECUTIVE DIRECTOR IS DETERMINED BY THE UNIVERSITY OF VIRGINIA. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL'S FORM 1023 AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE ACCESSIBLE FROM THE ORGANIZATION'S WEBSITE (HTTP://RAREBOOKSCHOOL.ORG/ABOUT-RBS/RBS-FINANCIALS/) OR MAY BE SENT TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUATION OF CHARITABLE GIFT ANNUITY 10,668. CHANGE IN VALUATION OF PROMISES TO GIVE 106,000. RETURN OF UNUSED GRANT FUNDS -188,347. PART XII, LINE 2C THE SCHOOL'S BOARD OF DIRECTORS HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE SELECTION AND RETENTION OF INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SCHEDULE D PARTS XII, LINE 2B AND XIII, LINE 2A DETAILS OF CONTRIBUTED SERVICES: THE ORGANIZATION RECEIVES CONTRIBUTED SERVICES FROM THE UNIVERSITY OF VIRGINIA IN THE FORM OF STAFF TIME AND FACILITIES. THE AMOUNT OF THE CONTRIBUTED SERVICES IS BASED ON THE PERCENTAGE OF TIME AND THE FACILITIES ATTRIBUTABLE TO THE ORGANIZATION'S OPERATIONS. THE CONTRIBUTED SERVICES OF $607,396 ARE CLASSIFIED AS $377,340 TO PROGRAM SERVICES, $156,520 TO MANAGEMENT AND GENERAL, AND $73,536 TO FUND-RAISING FOR THE YEAR ENDED SEPTEMBER 30, 2025.