2023-03-29T09:07:53-05:00 2022-11-30 721396621 CARR RIGGS & INGRAM LLC 500 N SHORELINE BLVD STE 701 CORPUS CHRISTI TX 78401 990 2021-12-01 311680916 UNA CHAPMAN COX FOUNDATION UNAC 2023313918 P O BOX 749 CORPUS CHRISTI TX 78403 LARRY WOOD SECRETARY/TREASURER 2023313918 2023-03-27 1 LARRY WOOD 999009999 KELLIE J SHIPLEY P00531022 3618823132 2023-03-27 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SHANNON WILDE 802 N CARANCAHUA SUITE 2300 CORPUS CHRISTI TX 78401 7751389 0 X UCCOXFOUNDATION.ORG X 1999 TX SUPPORTS THE U.S. FOREIGN SVC THROUGH PROJECTS, PROGRAMS AND PROMOTION OF PUBLIC AWARENESS. 7 4 2 0 0 0 0 0 0 0 2785266 4091035 11417 22276 2796683 4113311 451000 321714 0 0 413901 466715 0 0 0 1161553 1224379 2026454 2012808 770229 2100503 65433210 57480839 26033 17201 65407177 57463638 X 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. 0 0 377200 PHASE TWO - DIPLOMATIC SERVICE FOR THE 21ST CENTURY: THE FOUNDATION CONTRACTED WITH ARIZONA STATE UNIVERSITY TO DEVELOP BLUEPRINTS FOR IMPLEMENTATION OF SELECTED RECOMMENDATIONS FROM THE HARVARD KENNEDY SCHOOL BELFER CENTER'S PROJECT, "A U.S. DIPLOMATIC SERVICE FOR THE 21ST CENTURY." AREAS OF FOCUS INCLUDED MISSION AND MANDATE OF THE AMBASSADOR AND FOREIGN SERVICE; TRAINING AND PROFESSIONAL DEVELOPMENT FOR THE FOREIGN SERVICE; HUMAN RESOURCES REFORMS FOR THE FOREIGN SERVICE; AND ESTABLISHMENT OF A FOREIGN SERVICE RESERVE CORPS. THE PROJECT BEGAN IN JANUARY 2022 AND THE COMPLETED BLUEPRINTS, INCLUDING DRAFT LEGISLATIVE LANGUAGE, WAS ISSUED IN SEPTEMBER. 214641 FS-CONGRESS COMMUNICATIONS PROJECT: THE FOUNDATION CONTRACTED WITH PARTNERSHIP FOR A SECURE AMERICA TO DEVELOP CONTENT FOR, AND HOST, THREE WORKSHOPS TO SUPPORT SUCCESSFUL LEGISLATIVE AND EXECUTIVE BRANCH COLLABORATION IN FOREIGN POLICY. TWO WORKSHOPS HAVE BEEN HELD TO DATE WITH A TOTAL OF 45 PARTICIPANTS - 25 STATE DEPARTMENT OFFICERS AND 20 CONGRESSIONAL STAFF, INCLUDING SENIOR STAFF OF THE SENATE FOREIGN RELATIONS COMMITTEE. THE WORKSHOPS HAVE BEEN WELL-REVIEWED. THE NEXT WORKSHOP IS SCHEDULED TO BEGIN IN FEBRUARY 2022. AFTER THE UPCOMING WORKSHOP, PSA WILL HOST TWO ADDITIONAL WORKSHOPS IN 2023-2024. 150000 150000 TALENT CARE COORDINATOR - DGHR: THIS PILOT PROGRAM WOULD ESTABLISH A TALENTCARE COORDINATOR POSITION AT EACH OF FIVE OVERSEAS POSTS, TO IMPROVE COORDINATION AND PROMOTION OF WORKFORCE WELLNESS POLICIES AND PROGRAMS DEPARTMENT-WIDE, ENCOMPASSING BOTH PHYSICAL AND MENTAL WELLNESS. ALL FIVE SELECTED POSTS HAVE ESTABLISHED POSITIONS AND HAVE FILLED FOUR OUT OF THE FIVE POSITIONS. TRAINING OF THE NEW COORDINATORS IS CURRENTLY UNDERWAY. 995130 171714 GRANTS:FSI - EXCELLENCE IN LANGUAGE TEACHING AWARDS $10,000COX SABBATICAL FELLOWSHIPS, HR $80,000FSI - MID LEVEL TRADECRAFT $81,714TOTAL $171,714 995130 171714 1736971 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 18 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X CARR RIGGS & INGRAM LLC KELLIE SHIPLEY CPA 3618823132 500 N SHORELINE SUITE 701 CORPUS CHRISTI TX 78401 LARRY WOOD SECRETARY/TREASURER 10.00 X X 26933 0 0 DIAN VAN DEMARK TRUSTEE 10.00 X 26933 0 0 SHANNON WILDE PRESIDENT 10.00 X X 56619 0 0 KATHERINE CANAVAN FOREIGN SERVICE TRUSTEE 10.00 X 37053 0 0 ANNE W PATTERSON FOREIGN SERVICE TRUSTEE 10.00 X 5000 0 0 GLYN DAVIES FOREIGN SERVICE TRUSTEE 10.00 X 5000 0 0 MARGO BRANSCOMB FORMER PRESIDENT 15.00 X 77809 0 0 LINO GUTIERREZ FORMER EXECUTIVE DIRECTOR 24.00 X 111235 0 0 346582 0 0 1 1 0 0 RAND CORPORATION 1776 MAIN STREET SANTA MONICA CA 90401 PUBLIC OPINION PROJECT 195000 AMERICAN FOREIGN SERVICE ASSOCIATION 2101 E STREET NW WASHINGTON DC 20037 DPLMT PRTCNG AM NATL SECURITY 175000 DELOITTE CONSULTING LLP 4022 SELLS DR HERMITAGE TN 370762903 PERFORMANCE EVALUATION 127518 3 2847396 2847396 22276 22276 4881717 3638078 1243639 1243639 1243639 4113311 0 0 4113311 X 321714 321714 238744 127522 111222 227971 227971 7232 3616 3616 44700 44700 56173 56173 955351 925134 30217 4326 4326 30713 30713 65020 46475 18545 4319 4319 EX OFFICIO 30000 30000 POLICY COUNCIL HONORARI 19500 19500 FSI TRAINING SUPPORT 6953 6953 AD VALOREM TAXES 92 92 2012808 1736971 275837 0 1497524 558486 63856148 56903446 79538 18907 65433210 57480839 26033 17201 26033 17201 X 65407177 57463638 65407177 57463638 65433210 57480839 2100503 -9983411 -60631 0 X 0 0 0 X X 1 US FRGN SVC 530200682 6 1 321714 0 1 321714 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X 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(B)(1)(A)(V) 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. 0 0 0 0 0 0 0 0 1 US DEPARTMENT OF STATE 22ND C STREETS NW WASHINGTON DC 20520 530200682 170(B)(1)(A)(V) 321714 0 SUPPORT FOR STATE DEPARTMENT PROGRAMS THAT BENEFIT THE FOREIGN SERVICE, INCLUDING FSI. PART I, 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. 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. 1 X 0 0 0 0 0 0 0 0 0 LINO GUTIERREZ FORMER EXECUTIVE DIRECTOR 111235 0 0 0 0 0 0 0 0 0 111235 0 0 0 MARGO BRANSCOMB FORMER PRESIDENT 77809 0 0 0 0 0 0 0 0 0 77809 0 0 0 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 DIPLOMACY BASED CURRICULA: PROGRAM SERVICE EXPENSES 23,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,000. FS CONGRESS COMMUNICATION PROJECT: PROGRAM SERVICE EXPENSES 214,641. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 214,641. FS ORAL HISTORY PROJECT - AAFSW: PROGRAM SERVICE EXPENSES 8,375. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,375. MODERN AMERICAN DIPLOMACY PODCAST: PROGRAM SERVICE EXPENSES 21,950. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,950. PHASE 2 A DIPLOMATIC SERVICE FOR 21ST CENTURY: PROGRAM SERVICE EXPENSES 377,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 377,200. RESIDENTIAL SCHOLARS PROGRAM: PROGRAM SERVICE EXPENSES 35,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,000. VIDEO SERIES FOR HS STUDENTS: PROGRAM SERVICE EXPENSES 50,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. VOLUNTEER MAP PROJECT - AAFSW: PROGRAM SERVICE EXPENSES 650. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 650. WEBSITE UPDATE - KANOPI: PROGRAM SERVICE EXPENSES 36,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,053. WHY I SERVE, HOW I SERVE - AFSA: PROGRAM SERVICE EXPENSES 125,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,000. DIVERSITY, EQUITY, INCLUSION, AND ACCESSIBILITY PROJECT: PROGRAM SERVICE EXPENSES 33,265. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,265. TRUST DEPARTMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 30,217. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,217. US FOREIGN SERVICE 22ND C STREETS NW WASHINGTON DC 20520 530200682 FOREIGN SERVICE DC N/A N/A N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 US FOREIGN SERVICE B 321714 CASH