UNA CHAPMAN COX FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: UNA CHAPMAN COX FOUNDATION (EIN 31-1680916)
Tax period: 2022-12-01 to 2023-11-30
Filed: 2024-03-06
IRS object ID: 202400669349301600
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule C
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-03-06T13:32:06-06:00	ReturnTs
Tax Period End	2023-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	721396621	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CARR RIGGS & INGRAM LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 N SHORELINE BLVD STE 701	AddressLine1Txt
City	CORPUS CHRISTI	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78401	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	311680916	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UNA CHAPMAN COX FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UNAC	BusinessNameControlTxt
Phone	2023313918	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	802 N CARANCAHUA 2300	AddressLine1Txt
City	CORPUS CHRISTI	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78401	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LARRY WOOD	PersonNm
Person Title	SECRETARY/TREASURER	PersonTitleTxt
Phone	2023313918	PhoneNum
Signature	2024-03-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	LARRY	PersonFirstNm
Person Last	WOOD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KELLIE J SHIPLEY	PreparerPersonNm
PTIN	P00531022	PTIN
Phone	3618823132	PhoneNum
Preparation	2024-03-05	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	SHANNON WILDE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	802 N CARANCAHUA SUITE 2300	AddressLine1Txt
City	CORPUS CHRISTI	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78401	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$28,799,493	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	UCCOXFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1999	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	SUPPORTS THE U.S. FOREIGN SVC THROUGH PROJECTS, PROGRAMS AND PROMOTION OF PUBLIC AWARENESS.	ActivityOrMissionDesc
Voting Members Governing Body	4	VotingMembersGoverningBodyCnt
Voting Members Independent	2	VotingMembersIndependentCnt
Total Employee	4	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$4,091,035	PYInvestmentIncomeAmt
CY Investment Income	$2,331,123	CYInvestmentIncomeAmt
PY Other Revenue	$22,276	PYOtherRevenueAmt
CY Other Revenue	$12,140	CYOtherRevenueAmt
PY Total Revenue	$4,113,311	PYTotalRevenueAmt
CY Total Revenue	$2,343,263	CYTotalRevenueAmt
PY Grants And Similar Paid	$321,714	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$408,050	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$466,715	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$418,686	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,224,379	PYOtherExpensesAmt
CY Other Expenses	$923,416	CYOtherExpensesAmt
PY Total Expenses	$2,012,808	PYTotalExpensesAmt
CY Total Expenses	$1,750,152	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,100,503	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$593,111	CYRevenuesLessExpensesAmt
Total Assets BOY	$57,480,839	TotalAssetsBOYAmt
Total Assets EOY	$60,019,583	TotalAssetsEOYAmt
Total Liabilities BOY	$17,201	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$19,882	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$57,463,638	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$59,999,701	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE FOUNDATION SUPPORTS THE U.S. FOREIGN SERVICE BY PROMOTING PUBLIC AWARENESS OF THE IMPORTANCE OF THE U.S. FOREIGN SERVICE AND UNDERTAKING AND/OR FUNDING VARIOUS PROJECTS AND PROGRAMS WHICH SUPPORT THE U.S. FOREIGN SERVICE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$318,069	ExpenseAmt
Desc	AMERICAN DIPLOMACY PROJECT PHASE III: THE COX FOUNDATION CONTRACTED WITH THE AMERICAN ACADEMY OF DIPLOMACY TO SECURE ADOPTION AND FUNDING FOR KEY RECOMMENDATION OF THE AMERICAN DIPLOMACY PROJECT, PHASE II, BLUEPRINTS FOR A MORE MODERN U.S. DIPLOMATIC SERVICE, A 2022 PROJECT OF THE COX FOUNDATION DEVELOPED WITH ARIZONA STATE UNIVERSITY. IN THE EXECUTION OF PHASE III, THE COX FOUNDATION HAS SECURED SUPPORT FROM THE DEPARTMENT OF STATE IN FURTHERANCE OF THE PHASE II RECOMMENDATIONS AND HAS SOUGHT LEGISLATIVE SUPPORT AND FUNDING FOR SAID RECOMMENDATIONS. THE FOUNDATION HAS ALSO ENGAGED IN A WIDE-REACHING PUBLIC OUTREACH PROGRAM TO BUILD SUPPORT FOR THE IMPLEMENTATION OF THE PHASE II RECOMMENDATIONS TO STRENGTHEN THE U.S. FOREIGN SERVICE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$136,019	ExpenseAmt
Desc	FOREIGN SERVICE - CONGRESSIONAL COMMUNICATION WORKSHOPS: THE COX FOUNDATION CONTRACTED WITH THE PARTNERSHIP FOR A SECURE AMERICA TO DEVELOP CONTENT FOR AND HOST TWO ADDITIONAL FOREIGN SERVICE - CONGRESSIONAL COMMUNICATIONS WORKSHOPS IN 2023-24. THE FIRST WORKSHOP HOSTED 14 STATE DEPARTMENT AND 16 CONGRESSIONAL STAFF; APPLICATIONS ARE CURRENTLY BEING RECEIVED FOR THE SECOND WORKSHOP SCHEDULED TO BEGIN IN MARCH 2024. THE COX FOUNDATION AND PSA WILL JOINTLY ORGANIZE AND HOST AN ADDITIONAL THREE WORKSHOPS IN 2024-25.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$125,000	ExpenseAmt
Grant	$125,000	GrantAmt
Desc	DG SCORING RUBRIC TOOL: WITH SUPPORT FROM THE COX FOUNDATION, THE STATE DEPARTMENT'S BUREAU OF GLOBAL TALENT MANAGEMENT DEVELOPED A RUBRIC TO SCORE INDIVIDUAL ELEMENTS OF THE FOREIGN SERVICE PROMOTION PRECEPTS, ENABLING ALL FOREIGN SERVICE EMPLOYEES WHO COMPETED FOR PROMOTION TO SEE HOW SELECTION BOARDS EVALUATED THEIR ACCOMPLISHMENTS IN EACH INDIVIDUAL PRECEPT. THIS SCORING RUBRIC IMPROVES TRANSPARENCY IN THE PROMOTION PROCESS AND PROVIDES USEFUL INFORMATION TO FOREIGN SERVICE OFFICERS HOW THEY COULD IMPROVE OVERALL PERFORMANCE.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$928,129	ExpenseAmt
Grant	$283,050	GrantAmt
Desc	GRANTS:COX SABBATICAL FELLOWSHIPS $80,000FSI TRAINING SUPPORT $15,000FSI PILOT MANAGEMENT PROGRAM $118,050DG FOCUS GROUPS FOR FOREIGN SERVICE SPOUSE SUPPORT $60,000PRESIDENT'S CONTINGENCY PROJECT $10,000TOTAL $283,050	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$928,129	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$283,050	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$1,507,217	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (1)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	12	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	4	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	4	GoverningBodyVotingMembersCnt
Independent Voting Member	2	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CARR RIGGS & INGRAM LLC KELLIE SHIPLEY CPA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3618823132	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 N SHORELINE SUITE 701	AddressLine1Txt
City	CORPUS CHRISTI	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78401	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
LARRY WOOD
SECRETARY/TREASURER	10.00	Yes (X)	Yes (X)	$37,016	$0	$0
DIAN VAN DEMARK
TRUSTEE	10.00	Yes (X)		$29,105	$0	$0
SHANNON WILDE
PRESIDENT	10.00	Yes (X)	Yes (X)	$66,061	$0	$0
GLYN DAVIES
FOREIGN SERVICE TRUSTEE	10.00	Yes (X)		$7,000	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$139,182	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ARIZONA STATE UNIVERSITY
1151 S FOREST AVE	TEMPE	AZ	85281	THE AMERICAN DIPLOMACY PROJECT FOR THE 2	$277,200
PARTNERSHIP FOR A SECURE AMERICA
110 MARYLAND AVE NE SUITE 311	WASHINGTON	DC	20002	FS CONGRESS COMMUNICATION PROJECT	$214,641
AMERICAN FOREIGN SERVICE ASSOCIATION
2101 E STREET NW	WASHINGTON	DC	20037	WHY I SERVE, HOW I SERVE PROJECT	$125,000

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,343,975	TotalRevenueColumnAmt
Exclusion	$1,343,975	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,140	TotalRevenueColumnAmt
Exclusion	$12,140	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$27,443,378	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$26,456,230	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$987,148	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$987,148	TotalRevenueColumnAmt
Exclusion	$987,148	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,343,263	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$2,343,263	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$408,050	TotalAmt
Program Services	$408,050	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$214,195	TotalAmt
Program Services	$114,898	ProgramServicesAmt
Management And General	$99,297	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$204,491	TotalAmt
Program Services	$204,491	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,168	TotalAmt
Program Services	$2,084	ProgramServicesAmt
Management And General	$2,084	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$23,450	TotalAmt
Management And General	$23,450	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$76,077	TotalAmt
Management And General	$76,077	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$699,518	TotalAmt
Program Services	$673,940	ProgramServicesAmt
Management And General	$25,578	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,773	TotalAmt
Program Services	$9,773	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$30,713	TotalAmt
Program Services	$30,713	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$24,412	TotalAmt
Program Services	$12,206	ProgramServicesAmt
Management And General	$12,206	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,068	TotalAmt
Management And General	$4,068	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
EX OFFICIO	$30,000	$30,000
POLICY COUNCIL HONORARI	$20,887	$20,887
MISCELLANEOUS	$350	$175	$175

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,750,152	TotalAmt
Program Services	$1,507,217	ProgramServicesAmt
Management And General	$242,935	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$558,486	BOYAmt
EOY	$934,106	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$56,903,446	BOYAmt
EOY	$59,066,570	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$18,907	BOYAmt
EOY	$18,907	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$57,480,839	BOYAmt
EOY	$60,019,583	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$17,201	BOYAmt
EOY	$19,882	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$17,201	BOYAmt
EOY	$19,882	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$57,463,638	BOYAmt
EOY	$59,999,701	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$57,463,638	BOYAmt
EOY	$59,999,701	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$57,480,839	BOYAmt
EOY	$60,019,583	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$593,111	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,942,952	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Func Int	Yes (X)	SupportingOrgType3FuncIntInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	US FRGN SVC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	530200682	EIN
Organization Type	6	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$408,050	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$408,050	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	Yes (1)	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (1)	TimelyProvidedDocumentsInd
Officers Close Relationship	0	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (1)	SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

Field	Value	IRS element (for citing)
Governmental Entity	Yes (X)	GovernmentalEntityInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, SECTION A, LINE 2:	THE FOUNDATION SUPPORTS THE FOREIGN SERVICE, WHICH IS DESCRIBED IN SECTION 509(A)(1) BY VIRTUE OF BEING A GOVERNMENTAL UNIT DESCRIBED IN SECTIONS 170(C)(1) AND 509(A)(1). BECAUSE IT IS A GOVERNMENTAL UNIT, THE FOREIGN SERVICE DOES NOT HAVE A DETERMINATION LETTER.
PART IV, SECTION D, LINE 2:	THE FOUNDATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE FOREIGN SERVICE THROUGH ONGOING COMMUNICATIONS WITH THE DIRECTOR GENERAL OF THE FOREIGN SERVICE BY THE OFFICERS AND TRUSTEES OF THE FOUNDATION. THE OFFICERS AND TRUSTEES OF THE FOUNDATION FORMALLY MEET ON AN ANNUAL BASIS WITH THE DIRECTOR GENERAL AND HIS/HER STAFF, AND INFORMALLY MEET THROUGHOUT THE YEAR WITH THE DIRECTOR GENERAL AND OTHER FOREIGN SERVICE OFFICERS INVOLVED IN THE ADMINISTRATION OF THE FOREIGN SERVICE, TO REVIEW ALL ASPECTS OF THE FOUNDATION'S ACTIVITIES, INCLUDING ITS INVESTMENTS, GRANTS, AND OTHER USES OF ITS INCOME AND ASSETS, AND TO SOLICIT RECOMMENDATIONS WITH RESPECT TO THESE ACTIVITIES. THE EXECUTIVE DIRECTOR OF THE FOUNDATION AND ONE OF ITS TRUSTEES ARE ALSO RETIRED FOREIGN SERVICE OFFICERS. ADDITIONALLY, THE FOUNDATION IS ADVISED BY A POLICY COUNCIL, NEARLY ALL OF THE MEMBERS OF WHICH ARE ACTIVE DUTY OR RETIRED FOREIGN SERVICE OFFICERS.
PART IV, SECTION D, LINE 3:	THE RESPONSE TO PART IV, SECTION D, LINE 2 DESCRIBES HOW THE SIGNIFICANT VOICE TEST WAS MET DURING THE TAX YEAR.
PART IV, SECTION E, LINE 1C:	A SUBSTANTIAL PART OF THE FOUNDATIONS ACTIVITIES ARE ACTIVITIES THAT DIRECTLY FURTHER THE PURPOSES OF THE FOREIGN SERVICE. THE FOUNDATION CONDUCTS PROGRAMS AND PROJECTS THAT AMONG OTHER THINGS: ATTRACT THOSE WHO WILL SUSTAIN A HIGH QUALITY, REPRESENTATIVE FOREIGN SERVICE; PROVIDE IN-SERVICE TRAINING AND QUALITY OF LIFE FOR FOREIGN SERVICE PERSONNEL AND THEIR FAMILIES; AND EDUCATE THE PUBLIC ABOUT THE VITAL ROLE OF THE FOREIGN SERVICE AND BUILD SUPPORT FOR A GLOBALLY COMPETITIVE U.S. DIPLOMACY. TO A LESSER DEGREE, THE FOUNDATION PROVIDES ADDITIONAL SUPPORT FOR THE FOREIGN SERVICE BY PROVIDING FUNDING DIRECTLY TO THE STATE DEPARTMENT AND OTHER GOVERNMENT AGENCIES THAT COMPRISE THE FOREIGN SERVICE FOR PROJECTS THAT ACCOMPLISH THESE PURPOSES.
SCHEDULE A, PART I, LINE 12G	THE US FOREIGN SERVICE DOES NOT HAVE AN EIN, BUT BECAUSE THE IRS HAS DECLINED TO ACCEPT ELECTRONIC FILING OF THE RETURN WITHOUT ONE, THE FOUNDATION IS PROVIDING THE DEPARTMENT OF STATE'S EIN IN LIEU THEREOF.

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	US DEPARTMENT OF STATE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	22ND C STREETS NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20520	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	530200682	RecipientEIN
IRC Section	170(B)(1)(A)(V)	IRCSectionDesc
Cash Grant	$408,050	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	SUPPORT FOR STATE DEPARTMENT PROGRAMS THAT BENEFIT THE FOREIGN SERVICE, INCLUDING FSI.	PurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE FOUNDATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE FOREIGN SERVICE THROUGH ONGOING COMMUNICATIONS WITH THE DIRECTOR GENERAL OF THE FOREIGN SERVICE. THE OFFICERS AND TRUSTEES OF THE FOUNDATION FORMALLY MEET ON AN ANNUAL BASIS WITH THE DIRECTOR GENERAL AND HIS/HER STAFF AND INFORMALLY MEET THROUGHOUT THE YEAR WITH THE DIRECTOR GENERAL AND HIS/HER STAFF TO PROVIDE INPUT ON, AND REVIEW THE PROGRESS OF, PROGRAMS AND INITIATIVES FUNDED BY THE FOUNDATION.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES WITH THE FOUNDATION'S ACCOUNTANTS AT ITS ANNUAL BUSINESS MEETING. EACH TRUSTEE HAS THE OPPORTUNITY TO COMMENT ON THE DRAFT FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY, EACH TRUSTEE AND THE EXECUTIVE DIRECTOR COMPLETE A CONFLICT OF INTEREST DISCLOSURE. THOSE DISCLOSURES ARE REVIEWED BY ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR AND DISCUSSED.
FORM 990, PART VI, SECTION C, LINE 19	THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11G	FS CONGRESS COMMUNICATION PROJECT: PROGRAM SERVICE EXPENSES 136,019. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,019. FS ORAL HISTORY PROJECT - AAFSW: PROGRAM SERVICE EXPENSES 875. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 875. VOLUNTEER MAP PROJECT - AAFSW: PROGRAM SERVICE EXPENSES 8,409. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,409. WEBSITE UPDATE - KANOPY: PROGRAM SERVICE EXPENSES 36,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,053. DIVERSITY, EQUITY, INCLUSION, AND ACCESSIBILITY PROJECT: PROGRAM SERVICE EXPENSES 74,515. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,515. TRUST DEPARTMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,578. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,578. FOREIGN SERVICE CENTENNIAL - AFSA: PROGRAM SERVICE EXPENSES 40,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,000. PHASE 3 A DIPLOMATIC SERVICE FOR 21ST CENTURY: PROGRAM SERVICE EXPENSES 318,069. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 318,069. U.S. DIPLOMACY EXHIBIT UPDATE: PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	US FOREIGN SERVICE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	22ND C STREETS NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20520	ZIPCd

Field	Value	IRS element (for citing)
EIN	530200682	EIN
Primary Activities	FOREIGN SERVICE	PrimaryActivitiesTxt
Legal Domicile State	DC	LegalDomicileStateCd
Exempt Code Section	N/A	ExemptCodeSectionTxt
Public Charity Status	N/A	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	US FOREIGN SERVICE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	B	TransactionTypeTxt
Involved	$408,050	InvolvedAmt
Method Of Amount Determination	CASH	MethodOfAmountDeterminationTxt