US ARMY WOMENS FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- US ARMY WOMENS FOUNDATION (EIN 20-3699693)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-25
- IRS object ID
- 202341459349300044
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-25T15:13:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540504608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN EDWARDS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FLANK ROAD | AddressLine1Txt |
| City | PETERSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 238059152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203699693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US ARMY WOMEN'S FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | USAR | BusinessNameControlTxt |
| Phone | 8047343078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 5030 | AddressLine1Txt |
| City | FORT GREGGADAMS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BGRET ANNE MACDONALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7035603099 | PhoneNum |
| Signature | 2023-05-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BGRET | PersonFirstNm |
| Person Last | ANNE MACDONALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARMAN A FAISON CPA | PreparerPersonNm |
| PTIN | P01324719 | PTIN |
| Phone | 8047335566 | PhoneNum |
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) |
|---|---|---|
| Principal Officer | BGRET ANNE MACDONALD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 5030 | AddressLine1Txt |
| City | FORT GREGGADAMS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $200,435 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AWFDN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO COMMEMORATE AND RECOGNIZE WOMEN'S SERVICE IN THE US ARMY AND SUPPORT THE US ARMY WOMEN'S MUSEUM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $217,577 | PYContributionsGrantsAmt |
| CY Contributions Grants | $138,941 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $69,718 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,736 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $287,295 | PYTotalRevenueAmt |
| CY Total Revenue | $153,677 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $51,200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,272 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,388 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,470 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $58,915 | PYOtherExpensesAmt |
| CY Other Expenses | $98,198 | CYOtherExpensesAmt |
| PY Total Expenses | $124,187 | PYTotalExpensesAmt |
| CY Total Expenses | $172,786 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $163,108 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,109 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,399,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,233,659 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,360 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,765 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,386,905 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,230,894 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BE THE PREMIER CENTER FOR EDUCATIONAL EXCELLENCE, THE NATIONAL NETWORK FOR TODAY'S ARMY WOMEN AND A DYNAMIC ADVOCATE FOR TELLING THE HISTORY OF ARMY WOMEN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $112,836 | ExpenseAmt |
| Grant | $51,200 | GrantAmt |
| Desc | TO COMMEMORATE AND RECOGNIZE WOMEN'S SERVICE IN THE US ARMY AND SUPPORT THE US ARMY WOMEN'S MUSEUM. | Desc |
| Total Program Service Expenses | $112,836 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | 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 |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE OFFICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8047343078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 5030 | AddressLine1Txt |
| City | FORT GREGGADAMS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RUTH VANDYKE | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BG RET ANNE MACDONALD | ||||||
| PRESIDENT | 13.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LTC RET MARY COLEMAN SPRING | ||||||
| 2ND VICE PRESIDENT | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CSM KRISTAL FLORQUIST | ||||||
| DIRECTOR | 0.75 | Yes (X) | $0 | $0 | $0 | |
| COL RET JAYNE CARSON | ||||||
| DIRECTOR | 2.65 | Yes (X) | $0 | $0 | $0 | |
| CSM RET PAMELA WILLIAMS | ||||||
| DIRECTOR | 0.04 | Yes (X) | $0 | $0 | $0 | |
| COL RET WALTER P GUNNING | ||||||
| DIRECTOR | 4.70 | Yes (X) | $0 | $0 | $0 | |
| CSM RET DONNA BROCK | ||||||
| TREASURER | 0.55 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CSM RET CINDY PRITCHETT | ||||||
| FIRST VICE PRESIDENT | 3.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| COL RET ALICE L O'K DEMARAIS | ||||||
| DIRECTOR | 1.15 | Yes (X) | $0 | $0 | $0 | |
| COL CLYDEA PRICHARD-BROWN | ||||||
| DIRECTOR | 0.75 | Yes (X) | $0 | $0 | $0 | |
| MSG RET ELIZABETH HELM FRAZIER | ||||||
| DIRECTOR | 0.65 | Yes (X) | $0 | $0 | $0 | |
| COL RET EDNA CUMMINGS | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| COL RET ANGIE HOLBROOK | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LTC CLYDELLIA PRICHARD-ALLEN | ||||||
| DIRECTOR | 0.15 | Yes (X) | $0 | $0 | $0 | |
| CW5 RET PHYLLIS WILSON | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET TROSSEN | ||||||
| EXECUTIVE DIRECTOR | 1.40 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $138,941 | AllOtherContributionsAmt |
| Noncash Contributions | $357 | NoncashContributionsAmt |
| Total Contributions | $138,941 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,487 | TotalRevenueColumnAmt |
| Exclusion | $35,487 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,007 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,758 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$20,751 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,751 | TotalRevenueColumnAmt |
| Exclusion | -$20,751 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $153,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,200 | TotalAmt |
| Program Services | $51,200 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,694 | TotalAmt |
| Program Services | $9,277 | ProgramServicesAmt |
| Management And General | $7,511 | ManagementAndGeneralAmt |
| Fundraising | $4,906 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,694 | TotalAmt |
| Program Services | $724 | ProgramServicesAmt |
| Management And General | $587 | ManagementAndGeneralAmt |
| Fundraising | $383 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358 | TotalAmt |
| Management And General | $358 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,495 | TotalAmt |
| Management And General | $11,495 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,828 | TotalAmt |
| Management And General | $7,828 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,734 | TotalAmt |
| Program Services | $11,977 | ProgramServicesAmt |
| Management And General | $7,086 | ManagementAndGeneralAmt |
| Fundraising | $8,671 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,894 | TotalAmt |
| Program Services | $1,045 | ProgramServicesAmt |
| Management And General | $505 | ManagementAndGeneralAmt |
| Fundraising | $344 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810 | TotalAmt |
| Program Services | $488 | ProgramServicesAmt |
| Management And General | $283 | ManagementAndGeneralAmt |
| Fundraising | $39 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024 | TotalAmt |
| Program Services | $1,024 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344 | TotalAmt |
| Management And General | $344 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,647 | TotalAmt |
| Management And General | $3,647 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENTS | $33,857 | $33,857 | ||
| SUPPLIES | $3,910 | $74 | $3,836 | |
| OUTREACH | $3,170 | $3,170 | ||
| REGISTRATION FEES | $2,127 | $2,127 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,786 | TotalAmt |
| Program Services | $112,836 | ProgramServicesAmt |
| Management And General | $43,480 | ManagementAndGeneralAmt |
| Fundraising | $16,470 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,195 | BOYAmt |
| EOY | $540,978 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,000 | BOYAmt |
| EOY | $10,205 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,171 | BOYAmt |
| EOY | $661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,468 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,836 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $975 | BOYAmt |
| EOY | $632 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $831,924 | BOYAmt |
| EOY | $335,872 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $345,311 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,399,265 | BOYAmt |
| EOY | $1,233,659 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,360 | BOYAmt |
| EOY | $2,765 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,360 | BOYAmt |
| EOY | $2,765 | 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 | $1,190,337 | BOYAmt |
| EOY | $1,115,891 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,568 | BOYAmt |
| EOY | $115,003 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,386,905 | BOYAmt |
| EOY | $1,230,894 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,399,265 | BOYAmt |
| EOY | $1,233,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$19,109 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$136,902 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $217,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,941 | CurrentTaxYearAmt |
| Total | $1,150,148 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $308,036 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $176,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $217,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,941 | CurrentTaxYearAmt |
| Total | $1,150,148 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $412,152 | SubstantialContributorsTotAmt |
| Public Support Total170 | $737,996 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,487 | CurrentTaxYearAmt |
| Total | $227,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,377,539 | TotalSupportAmt |
| Public Support CY170 | 0.53570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44020 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,529 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $234 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $70,763 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,526 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $70,529 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,419 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $107 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $70,526 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,876 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $543 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $70,419 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,710 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $166 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $69,876 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.78740 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21260 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,468 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,836 | DepreciationAmt |
| Book Value | $632 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $632 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| AMERICAN GROWTH FUND OF AMERICA | $61,831 | F |
| PIMCO INCOME FUND | $93,972 | F |
| PUTNAM LARGE-CAP VALUE FUND | $86,118 | F |
| THORNBURG INVESTMENT INCOME BUILDER FUND | $103,390 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $345,311 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,947 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$136,902 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$136,902 | RevenueNotReportedAmt |
| Revenue Subtotal | $145,849 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,828 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $7,828 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $153,677 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $164,958 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $164,958 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,828 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $7,828 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $172,786 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENT FUND INVESTMENT INCOME IS TO BE USED FOR GENERAL OPERATING EXPENSES OF THE FOUNDATION. |
| PART X, LINE 2: | THE FOUNDATION FOLLOWS GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REGARDING "ACCOUNTING FOR UNCERTAIN TAX POSITIONS". THIS ACCOUNTING STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE FOUNDATION'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE FOUNDATION'S FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOWS. THE TAX YEARS OF 2019 TO 2021 REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. THE FOUNDATION INCLUDES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES IN OPERATING EXPENSES. NO PENALTIES OR INTEREST WERE INCURRED FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| LEGACY SCHOLARSHIP FUND | 20 | $48,200 |
| MM COSTELLO SCHOLARSHIP FUND | 1 | $3,000 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION CONTRACTS WITH ITS SELECTED CERTIFIED PUBLIC ACCOUNTING FIRM TO PREPARE THE ANNUAL FORM 990 WITH THE ASSISTANCE OF THE BOOKKEEPER. THE FIRM WILL PROVIDE THE FORM 990 TO THE PRESIDENT AND TREASURER FOR REVIEW AND COMMENT. FINALLY, THE PRESIDENT PROVIDES THE FORM 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN THE MONTH OF OCTOBER (ANNUAL BOARD MEETING MONTH) EACH YEAR, ALL OFFICERS, DIRECTORS, TRUSTEES AND EMPLOYEES ALL SIGN A STATEMENT ACKNOWLEDGING THEIR REVIEW OF, AND COMPLIANCE WITH THE CONFLICT OF INTEREST DISCLOSURE POLICY. FURTHER, THE EXECUTIVE DIRECTOR DISCLOSES TO ALL BOARD MEMBERS INFORMATION ABOUT PROPOSED PROGRAMS, EMPLOYEE HIRES, AND EXPENDITURE OF FUNDS FOR SERVICES, PROPERTY, EQUIPMENT OR INVENTORY. FINALLY, BOARD DELIBERATIONS INCLUDE CONSIDERATIONS OF ANY POTENTIAL FOR CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR AND THE FOUNDATION'S 2ND VICE-PRESIDENT EXAMINE SALARY DATA RELATIVE TO STAFF POSITIONS AND LOCALITY. THEY DEVELOP AND RECOMMEND TO THE BOARD FOR APPROVAL ANY SALARY ADJUSTMENTS, IF APPROPRIATE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FOUNDATION MAINTAINS COPIES OF, AND MAKES AVAILABLE FOR REVIEW BY ANY INTERESTED PARTY, COPIES OF THE FORM 990. THE STAFF MAINTAIN AT THE FOUNDATION OFFICE COPIES OF THE FORM 990 AND PROVIDES COPIES AS REQUESTED TO INTERESTED PARTIES. THE FOUNDATION'S FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAINTAINS COPIES OF, AND MAKES AVAILABLE FOR REVIEW BY ANY INTERESTED PARTY, COPIES OF ALL CITED DOCUMENTS. STAFF MAINTAIN IN AT THE FOUNDATION OFFICE, COPIES OF CITED DOCUMENTS AND PROVIDES COPIES AS REQUESTED TO INTERESTED PARTIES. |
| FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | RUTH VANDYKE - 1151 SHIPWATCH CIRCLE, TAMPA, FL 33602. BG (RET) ANNE MACDONALD - 1 TOWERS PARK LANE, #1016, SAN ANTONIO, TX 78209. LTC (RET) MARY COLEMAN SPRING - 1713 SANFORD ROAD, SILVER SPRING, MD 20902-3934. CSM KRISTAL FLORQUIST - 11672 KEARNEY WAY, THORTON, CO 80233. COL (RET) JAYNE CARSON - 400 MADISON STREET, UNIT 904, ALEXANDRIA, VA 22314. CSM (RET) PAMELA WILLIAMS - 25324 DONAHUE DRIVE, SAN ANTONIO, TX 78255. COL (RET) WALTER P. GUNNING - 5265 OFALY ROAD, FAIRFAX, VA 22030. CSM (RET) DONNA BROCK - 1204 RED ORCHARD CT., O'FALLON, MO 63368. MARGARET TROSSEN - 10317 QUARTER DECK LANE, BERLIN, MD 21811. CSM (RET) CINDY PRITCHETT - 2520 OLEANDER LAKES DRIVE, BRANDON, FL 33511. COL (RET) ALICE L. O'K DEMARAIS - 10904 E. LINDNER AVE., MESA, AZ 85209. COL CLYDEA PRICHARD-BROWN - 203 FEDERAL LANE, HUNTSVILLE, AL 35811. MSG (RET) ELIZABETH HELM FRAZIER - 610 MAIN ST., UNIT 406, LAUREL, MD 20707. COL (RET) EDNA CUMMINGS - 8607 MISTY WATERS WAY, LAUREL, VA 20723. COL (RET) ANGIE HOLBROOK - 11000 SHADY BROOK CT, SPOTSYLVANIA, VA 22551. LTC CLYDELLIA PRICHARD-ALLEN - 15812 BALD EAGLE SCHOOL, BRANDYWINE, MD 20613. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 11,977. MANAGEMENT AND GENERAL EXPENSES 7,086. FUNDRAISING EXPENSES 8,671. TOTAL EXPENSES 27,734. |
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