2020-11-12T08:48:29-06:00 2019-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2019-01-01 521367225 THE ARMY HISTORICAL FOUNDATION INC ARMY 7035624168 1775 LIBERTY DRIVE STE 400 FORT BELVOIR VA 22060 ROGER C SCHULTZ PRESIDENT 7035624168 2020-11-11 1 KRISTEN BARNETT P01234578 7033366400 2020-11-10 72.186.195.247 2020-11-11 10:02:30 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9C094809E1B7091F026DF4A8AB44F39DF27D1C5E 2019 2021-01-29 14:40:06Z X ROGER C SCHULTZ 1775 LIBERTY DRIVE STE 400 FORT BELVOIR VA 22060 11714679 0 X WWW.ARMYHISTORY.ORG X 1983 VA SEE SCHEDULE O. 16 16 33 556 0 0 38047791 11373727 180539 211994 19622 6569 -10882 -20711 38237070 11571579 7000 7750 0 0 2408300 2351808 248875 287325 3827961 3388574 3122145 6052749 5769028 32184321 5802551 129651605 135127256 29180350 28853450 100471255 106273806 X THE FOUNDATION'S MOTTO IS "PRESERVE THE HERITAGE AND EDUCATE THE FUTURE", FROM WHICH HAVE COME THREE SIGNIFICANT ACTIVITIES: 1) RAISING FUNDS, AS DIRECTED BY CONGRESS IN SECTION 4772 OF TITLE X OF THE U.S. CODE, TO BUILD THE NATIONAL MUSEUM OF THE UNITED STATES ARMY (NMUSA); 2) CONTINUING OTHER ARMY HISTORY INITIATIVES (PUBLISH THE AWARD-WINNING QUARTERLY JOURNAL OF ARMY HISTORY-ON POINT, ANSWER 400+ HISTORICAL INQUIRIES ANNUALLY, CONDUCT STAFF RIDES TO CIVIL WAR AND OTHER BATTLEFIELDS, PRESENT ANNUAL BOOK AND ARTICLE AWARDS FOR THE WRITING OF U.S. ARMY HISTORY; AND 3) PUBLICLY RECOGNIZE MAJOR INDIVIDUAL, CORPORATE, AND FOUNDATION CONTRIBUTIONS TO THE NMUSA, PUBLICIZE THE FOUNDATION'S LEAD ROLE IN SUPERVISING THE NMUSA'S CONSTRUCTION PROGRESS, AND DEVELOP BUSINESS PLANS TO SUCCESSFULLY CONDUCT ALL REVENUE-GENERATING ACTIVITIES FOR THE NMUSA. 0 0 810286 70994 2019 NATIONAL MUSEUM PROGRAMTHE FOUNDATION CONTINUED THE DEVELOPMENT OF REVENUE GENERATING ACTIVITIES FOR MUSEUM OPENING. BOTH THE NATIONAL MUSEUM OF THE U.S. ARMY STAFF AND THE ARMY HISTORICAL FOUNDATION MOVED THEIR OPERATIONS INTO THE MUSEUM FACILITY. THE ARMY WILL OWN, OPERATE, AND MAINTAIN THE MUSEUM, WHILE THE FOUNDATION WILL BE RESPONSIBLE FOR REVENUE GENERATION, FUNDRAISING, AND MEMBERSHIP. REVENUE GENERATING ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO: SPECIAL EVENTS, RETAIL SERVICE, FOOD SERVICES (CAFE AND CATERING), SIMULATORS, AND PHOTOGRAPHY SERVICES. 307782 7750 141000 2019 HISTORICAL AND EDUCATION PROGRAMOUR CHIEF HISTORIAN AND TWO FOUNDATION VOLUNTEERS CONDUCTED TWO BATTLE RIDES DURING 2019, ONE IN THE SPRING TO THE SECOND BULL RUN. THE SECOND ONE IN THE FALL TO ANTIETAM.SINCE 1995 AHF HAS PROVIDED HISTORICAL RESEARCH FOR ITS MEMBERSHIP, TEACHERS, STUDENTS, VETERANS AND THEIR FAMILIES, AND MEMBERS OF THE MEDIA BECAUSE THE DEPARTMENT OF THE ARMY DOES NOT PROVIDE SUCH SERVICE TO THE PUBLIC. THE SUBJECT OF MANY OF THESE QUERIES OFTEN RELATES TO FAMILY HISTORIES, DETAILS OF A RELATIVE'S ARMY SERVICE, FOR EXAMPLE BUT THEY CAN ALSO COVER A WIDE RANGE OF OTHER SUBJECT. THIS IS A FREE SERVICE PROVIDED BY FOUNDATION STAFF HISTORIANS WHO CONDUCTTHE RESEARCH IN THE FOUNDATION'S OWN MILITARY HISTORY LIBRARY, AT THE U.S. ARMY CENTER OF MILITARY HISTORY, THE NATIONAL ARCHIVES, AND VIA ONLINE RESOURCES. IN 2019, THE AHF STAFF RESPONDED TO 400 INQUIRIES FROM MEMBERS, DONORS, AND THE GENERAL PUBLIC FROM ALL OVER THE COUNTRY.FOUR ISSUES OF ON POINT WERE PUBLISHED IN 2019, WITH APPROXIMATELY 6,000 COPIES PER ISSUE MAILED OUT, MOST GOING TO MEMBERS AND DONORS. THE FOUNDATION HAS PUBLISHED ON POINT, WHICH STARTED AS QUARTERLY EIGHT-PAGE NEWSLETTER AND IS NOW A FULL-COLOR, AWARD-WINNING, 68-PAGE MAGAZINE. ON POINT FEATURES ARTICLES ON A WIDE RANGE OF ARMY HISTORY AND ARTWORK, ALONG WITH MILITARY BOOK REVIEWS AND NEWS ABOUT THE CAPITAL CAMPAIGN FOR THE NATIONAL MUSEUM OF THE UNITED STATES ARMY. THE PUBLICATION INCLUDES ARTICLES BY NOTABLE MILITARY HISTORIANS AND ALSO PROVIDES OPPORTUNITIES FOR EMERGING HISTORIANS AND NOVICE AUTHORS TO GET PUBLISHED IN A HISTORY MAGAZINE.AHF HAS PRESENTED DISTINGUISHED WRITING AWARDS FOR BOOKS AND ARTICLES ON U.S ARMY HISTORY. THE AWARDS GO TO AUTHORS WHOSE WORK HAS MADE A SIGNIFICANT CONTRIBUTION TO THE HISTORICAL LITERATURE OF THE U.S. ARMY. IN 2019, AHF PRESENTED $7,750 IN AWARD MONEY TO AUTHORS OFSIX BOOKS AND THREE ARTICLES. AWARD-WINNING BOOKS IN THEIR RESPECTIVE CATEGORIES INCLUDE: BIOGRAPHY: EDWARD M. ALMOND AND THE US ARMY: FROM THE 92ND INFANTRY DIVISION TO THE X CORPS, BY MICHAEL E. LYNCH (UNIVERSITY PRESS OF KENTUCKY); JOURNALS, MEMOIRS, AND LETTERS:EVERY MAN A HERO: A MEMOIR OF D-DAY, THE FIRST WAVE AT OMAHA BEACH, AND WORLD AT WAR, BY RAY LAMBERT AND JIM DEFELICE (WILLIAM MORROW); OPERATIONAL/BATTLE HISTORY: VICKSBURG: GRANT'S CAMPAIGN THAT BROKE THE CONFEDERACY, BY DONALD I. MILLER (SIMON AND SCHUSTER); INSTITUTIONAL/FUNCTIONAL HISTORY: CONTEST FOR LIBERTY; MILITARY LEADERSHIP IN THE CONTINENTAL ARMY 1775-1783, BYSEANEGAN P. SCULLEY (WESTHOLME PUBLISHING); UNIT HISTORY; THE PETERSBURG REGIMENT IN THE CIVIL WAR: A HISTORY OF THE 12TH VIRGINIA INFANTRY FROM JOHN BROWN'S HANGING TO APPOMATTOX, 1859-1865 BY JOHN HORN (SAVAS BEATIE); REFERENCE AND COMPILATION: WORLD WAR II INFOGRAPHICS BY JEAN LOPEZ., NICHOLAS AUBIN, VINCENT BERNARD, AND NICHOLAS GUILLERAT (THAMES ANDHUDSON)BOOK AWARDSBIOGRAPHYDANIEL MORGAN: A REVOLUTIONARY LIFE, BY ALBERT LOUIS ZAMBONE (YARDLEY, PA: WESTHOLME PUBLISHING)OPERATIONAL/BATTLE HISTORY; THE REAL HORSE SOLDIERS: BENJAMIN GRIERSON'S EPIC 1863 CIVIL WAR RAID THROUGHMISSISSIPPI, BY TIMOTHY B. SMITH (EL DORADO HILLS, CA: SAVAS BEATIE), INSTITUTIONAL/FUNCTIONAL HISTORYTHE CALCULUS OF VIOLENCE: HOW AMERICANS FOUGHT THE CIVIL WAR, BY AARON SHEEHAN-DEAN (CAMBRIDGE:HARVARD UNIVERSITY PRESS)JOURNALS, MEMOIRS, AND LETTERSAMERICANS AT WAR: EYEWITNESS ACCOUNTS FROM THE AMERICAN REVOLUTION TO THE 21ST CENTURY, EDITED BYJAMES R. ARNOLD (SANTA BARBARA, CA: ABC-CLIO)UNIT HISTORYUNDER THE CRESCENT MOON WITH THE XI CORPS IN THE CIVIL WAR, VOLUME 2: FROM GETTYSBURG TO VICTORY,1863-1865, BY JAMES PULA (EL DORADO HILLS, CA: SAVAS BEATIE)REFERENCEAMERICAN REVOLUTION: THE DEFINITIVE ENCYCLOPEDIA AND DOCUMENT COLLECTION, EDITED BY SPENCER TUCKER(SANTA BARBARA, CA: ABC-CLIO)REPRINTAMERICAN ARMIES AND BATTLEFIELDS IN EUROPE, EDITED AND UPDATED BY THE HISTORICAL PRODUCTS DIVISION, U.S.ARMY CENTER OF MILITARY HISTORY (WASHINGTON, DC: U.S. ARMY CENTER OF MILITARY HISTORY)ARTICLE AWARDSARMY PROFESSIONAL JOURNALS"AMERICA'S ARMY OF DEMOCRACY: THE NATIONAL ARMY, 1917-1919," BY JOHN A. BOYD (ARMY HISTORY, FALL2018)ACADEMIC JOURNALS"MILITARY LEARNING AND ADAPTATION SHAPED BY SOCIAL CONTEXT: THE U.S. ARMY AND ITS 'INDIAN WARS',1790-1890," BY SAMUEL WATSON (THE JOURNAL OF MILITARY HISTORY, APRIL 2018)JOURNALS AND MAGAZINES"THE GREAT WAR IN THE BIG WOODS," BY JESSICA WAMBACH BROWN (AMERICAN HISTORY, SEPTEMBER 2018)THE BOOK AWARD WINNERS RECEIVE A PLAQUE HONORING THE BOOK AND A $1,000 CASH AWARD. THE ARTICLE AWARD WINNERS ALSO RECEIVED A PLAQUE AND A $250 CASH AWARD. ANOTHER BOOK, LEST WE FORGET: THE GREAT WAR (CHICAGO: PRITZKER MILITARY MUSEUM AND LIBRARY), BY MICHAEL W. ROBBINS, WAS HONORED WITH THE LIEUTENANT GENERAL RICHARD G. TREFRY AWARD. THE BOOK WAS HAILED AS A "COMPREHENSIVE AND LAVISHLY ILLUSTRATED TRIBUTE TO ALL THOSE WHO SERVED IN WORLD WAR I."THE ARMY HISTORICAL FOUNDATION, A NON-PROFIT, TAX-EXEMPT ORGANIZATION, IS DEDICATED TO PRESERVING THE HISTORY AND HERITAGE OF THE AMERICAN SOLDIER. ITS GOAL IS TO PROMOTE GREATER PUBLIC APPRECIATION FOR THE CONTRIBUTIONS THAT AMERICA'S ARMY REGULAR, RESERVE, AND NATIONAL GUARD HAS MADE TO THE NATION IN 244 YEARS OF SERVICE. THE FOUNDATION IS THE PRINCIPAL FUNDRAISER TO BUILD THE NATIONAL MUSEUM OF THE UNITED STATES ARMY, WHICH IS SCHEDULED TO OPEN IN JUNE 2020 AT FORT BELVOIR. IN ADDITION TO FUNDRAISING FOR THE NATIONAL MUSEUM OF THE UNITED STATES ARMY, THE FOUNDATION'S PROJECTS AND ACTIVITIES INCLUDE REFURBISHMENT OF HISTORICAL ARMY BUILDINGS; ACQUISITION AND CONSERVATION OF HISTORICAL ART, ARTIFACTS, AND DOCUMENTS; SUPPORT OF ARMY HISTORY EDUCATION PROGRAMS; HISTORICAL RESEARCH; PUBLICATION OF HISTORICAL MATERIALS ON THE AMERICAN SOLDIER; AND PROVIDING COUNSEL AND SUPPORT TO PRIVATEAND GOVERNMENTAL ORGANIZATIONS COMMITTED TO THE SAME GOALS AS THE FOUNDATION.THE AHF DISTINGUISHED WRITING AWARDS PROGRAM WAS ESTABLISHED IN 1997 TO RECOGNIZE AUTHORS WHO MAKE A SIGNIFICANT CONTRIBUTION TO THE LITERATURE ON U.S. ARMY HISTORY. EACH YEAR NOMINATIONS ARE SUBMITTED TO THE AWARDS COMMITTEE BY PUBLISHERS AND JOURNAL EDITORS. A SMALL GROUP OF FINALISTS ARE SELECTED AND A FINAL JUDGING IS MADE. THE WINNERS ARE ANNOUNCED IN MAY AND PRESENTED AT THE FOUNDATION'S ANNUAL MEMBERS' MEETING.AWARD-WINNING ARTICLES IN THEIR RESPECTIVE CATEGORIES INCLUDE ACADEMIC JOURNALS: "THE DEADLIEST ENEMY: THE U.S. ARMY AND INFLUENZA, 1918-1919 BY KATHLENEN M. FARGEY (ARMY HISTORY, SPRING2019); JOURNALS AND MAGAZINES: "BLACK SOLDIERS FOUGHT SEGREGATION, GERMANS," BY LT. GEN. DANIEL P. BOLGER, U.S. ARMY RETIRED (ARMY, DECEMBER 2019).THE ARMY HISTORICAL FOUNDATION'S INTERN PROGRAM PROVIDES OPPORTUNITIES FOR HIGH SCHOOL, UNDERGRADUATE, AND GRADUATE STUDENTS WHO HAVE AN INTEREST IN U.S. ARMY HISTORY TO GAIN PRACTICAL WORK EXPERIENCE UNDER THE SUPERVISION OF THE FOUNDATION'S STAFF HISTORIANS. USING THE AHF LIBRARY AND VARIOUS ONLINE AND ARCHIVAL RESOURCES, AHF INTERNS (ASSISTANT HISTORIANS) PERFORM MANY OF THE SAME TASKS AS THE FOUNDATION'S REGULAR STAFF, INCLUDING WRITING AND EDITING ARTICLES FOR ON POINT, RESEARCHING AND ANSWERING HISTORICAL INQUIRIES, AND CONDUCTING IMAGE RESEARCH. AHF INTERNS HAVE GONE ON TO VARIOUS CAREERS AND OTHER ENDEAVORS AFTER COMPLETING INTERNSHIPS, INCLUDING EMPLOYMENT AS HISTORIANS, CURATORS, AND TEACHERS, AS WELL AS ACCEPTANCE TO GRADUATE PROGRAMS IN HISTORY AND LIBRARY SCIENCE. 55030 114379 2019 MEMBERSHIP PROGRAMIN 2019, MEMBERSHIP STOOD AT 3,660, INCLUDING 738 LIFE MEMBERS, 657 CHARTER MEMBERS, 636 SUSTAINING MEMBERS, AND 1,629 MEMBERS. 114379 COMMERCIAL PROGRAMS 114379 1173098 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 33 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CT DE FL HI ID IL IN IA KS KY LA ME MD MA MN MS MO MT NE NH NJ NM NY NC OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X PAUL WEILER 7035624168 1775 LIBERTY DRIVE STE 400 FORT BELVOIR VA 22060 GEN GORDON R SULLIVAN USA-RET BOARD CHAIRMAN 1.00 X 0 0 0 GEN WILLIAM W HARTZOG USA-RET BOARD VICE CHAIRMAN 1.00 X 0 0 0 GEN ERIC K SHINSEKI USA-RET BOARD DIRECTOR 1.00 X 0 0 0 GEN GEORGE W CASEY JR USA-RET BOARD DIRECTOR 1.00 X 0 0 0 GEN ANN E DUNWOODY USA-RET BOARD DIRECTOR 1.00 X 0 0 0 HON SANDRA L PACK BOARD DIRECTOR 1.00 X 0 0 0 LTG WILLIAM H CAMPBELL USA-RET BOARD DIRECTOR 1.00 X 0 0 0 LTG DAVID K HEEBNER USA-RET BOARD DIRECTOR 1.00 X 0 0 0 LTG LARRY JORDAN USA-RET BOARD DIRECTOR 1.00 X 0 0 0 MG RUSSELL L FUHRMAN USA-RET BOARD DIRECTOR 1.00 X 0 0 0 COL KREWASKY A SALTER USA-RET PH BOARD DIRECTOR 1.00 X 0 0 0 SMA KENNETH O PRESTON USA-RET BOARD DIRECTOR 1.00 X 0 0 0 DEBBIE RUB BROOKS BOARD DIRECTOR 1.00 X 0 0 0 DON M FOX BOARD DIRECTOR 1.00 X 0 0 0 HON THOMAS E WHITE JR BG USA-RET BOARD DIRECTOR 1.00 X 0 0 0 COL IAN PATTERSON USA-RET BOARD DIRECTOR 1.00 X 0 0 0 BG CREIGHTON W ABRAMS USA-RET EXECUTIVE DIR., ASST. SECR 40.00 X 0 0 0 CDR TALMADGE SEAMAN USCG RET TREASURER 1.00 X 0 0 0 LTG ROGER SCHULTZ USA-RET PRESIDENT 40.00 X 103000 0 4120 RICHARD A COUTURE VICE PRESIDENT, PROGRAMS & SERVICES 40.00 X 126321 0 30929 KERRI A KLINE VICE PRESIDENT OF OPERATIONS 40.00 X 114039 0 4562 343360 0 39611 3 0 1 0 CLARK CONSTRUCTION 7500 OLD GEORGETOWN ROAD BETHESDA MD 20814 CONSTRUCTION FIRM 3758632 SCOTT-LONG CONSTRUCTION INC 14420 ALBEMARLE POINT PLACE SUITE CHANTILLY VA 20151 CONSTRUCTION FIRM 729781 OAKTREE SYSTEMS INC 1170 LINCOLN AVE UNIT 6 HOLBROOK NY 11741 DATABASE MANAGEMENT 386876 CUSIMANO & ASSOCIATES LLC 901 SONTERRA BLVD SUITE 311 SAN ANTONIO TX 78258 PROJECT MANAGMENT 361625 SKIDMORE OWINGS & MERRILL LLC 14 WALL STREET NEW YORK NY 10005 DESIGN ARCHITECT & ARCH FOR CONSTRUCTION 351941 18 4528 8050 11361149 322369 11373727 MEMBERSHIP DUES 900099 141000 141000 PROGRAM FEES 900099 70994 70994 211994 6569 6569 8010 8010 0 8050 4902 -4902 -4902 114379 138198 -23819 -23819 11571579 188175 0 9677 7750 7750 107120 37253 19280 50587 1407097 490396 253166 663535 69449 22856 12610 33983 384071 126401 69735 187935 384071 97092 72222 214757 54935 1084 38031 15820 41231 813 28544 11874 287325 287325 88880 1753 61531 25596 264563 10327 254236 380321 99719 57869 222733 232276 56166 83483 92627 120714 19621 21293 79800 426941 24872 4358 397711 14392 3480 5173 5739 65370 16256 49114 MATERIALS 1127272 65670 11506 1050096 DIRECT POSTAGE 148936 25415 4453 119068 CREDIT CARD FEES 68166 1964 1304 64898 OTHER PROGRAM EXPENSE 7188 6410 778 80960 74056 6377 527 5769028 1173098 767969 3827961 206 262 2637387 1833911 9157619 6388021 76 212667 156313 97059 108198 63088 31609 196413 127532 37255 68881 117446324 126539985 129651605 135127256 3880350 746155 26661 25300000 28080634 29180350 28853450 X 2686505 4458680 97784750 101815126 100471255 106273806 129651605 135127256 5802551 0 X X 0 1 X 1 0 X 6634648 10870912 25633809 38047791 11373727 92560887 6634648 10870912 25633809 38047791 11373727 92560887 92560887 264369 404608 377001 26288 14579 1086845 7670 38120 9120 5520 60430 93708162 1534702 0.98780 0.96430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INCOME FROM FUNDRAISING EVENTS - 2015 AMOUNT: $ 7,670. 2016 AMOUNT: $ 38,120. 2017 AMOUNT: $ 9,120. 2018 AMOUNT: $ 5,520. 2019 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122558 64052 58506 73855 63480 10375 68881 NATIONAL ARMY MUSEUM DEVELOPMENT COSTS 126539985 126539985 X 11714679 143100 143100 11571579 0 11571579 5912128 143100 143100 5769028 0 5769028 PART X, LINE 2: THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS UNDER SECTION 170(B)(1)(A). THE FOUNDATION HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS POLICY, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT IT HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. GENERALLY, DUE TO THE THREE-YEAR STATUTE OF LIMITATIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD ON LINE 10B 138,198. FUNDRAISING EXPENSES REPORTED ON PART VIII 4,902. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD ON LINE 10B 138,198. FUNDRAISING EXPENSES REPORTED ON PART VIII 4,902. X X X X X X X 1 STEPHEN WINCHELL & ASSOCIATES 1593 SPRING HILL RD STE 450 MCLEAN VA 22182 DONOR MARKETING 0 6005121 229325 5775796 HIGHWOOD CAPITAL LLC 875 15TH STREET NW STE 730 WASHINGTON DC 20005 MAJOR GIFTS 0 0 58000 -58000 6005121 287325 5717796 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC VI PR GOLF TOURNAMENT 8050 8050 4902 8050 8050 4902 4902 -4902 1 GRANTS AND AWARDS 10 7750 PART I, LINE 2: THE INFORMATION AS WHAT THE MONEY WILL BE USED FOR IS CONTAINED IN THE GRANT REQUEST PROPOSAL SENT TO AHF. THE GRANTS ARE FOR SPECIFIC PURPOSES, NOT JUST FOR GENERAL NEEDS. THERE WERE TEN WRITING AWARDS DURING 2019. 0 0 0 0 0 0 0 0 0 RICHARD A COUTURE VICE PRESIDENT, PROGRAMS & SERVICES 126321 0 0 0 0 0 3922 0 27007 0 157250 0 0 0 X CONSTRUCTION MATERIALS 84 322369 COST 0 0 1 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE FOUNDATION'S MOTTO IS "PRESERVE THE HERITAGE AND EDUCATE THE FUTURE", FROM WHICH HAVE COME THREE SIGNIFICANT ACTIVITIES: 1) RAISING FUNDS, AS DIRECTED BY CONGRESS IN SECTION 4772 OF TITLE X OF THE U.S. CODE, TO BUILD THE NATIONAL MUSEUM OF THE UNITED STATES ARMY (NMUSA); 2) CONTINUING OTHER ARMY HISTORY INITIATIVES (PUBLISH THE AWARD-WINNING QUARTERLY JOURNAL OF ARMY HISTORY-ON POINT, ANSWER 400+ HISTORICAL INQUIRIES ANNUALLY, CONDUCT STAFF RIDES TO CIVIL WAR AND OTHER BATTLEFIELDS, PRESENT ANNUAL BOOK AND ARTICLE AWARDS FOR THE WRITING OF U.S. ARMY HISTORY; AND 3) PUBLICLY RECOGNIZE MAJOR INDIVIDUAL, CORPORATE, AND FOUNDATION CONTRIBUTIONS TO THE NMUSA, PUBLICIZE THE FOUNDATION'S LEAD ROLE IN SUPERVISING THE NMUSA'S CONSTRUCTION PROGRESS, AND DEVELOP BUSINESS PLANS TO SUCCESSFULLY CONDUCT ALL REVENUE-GENERATING ACTIVITIES FOR THE NMUSA. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 4 CLASSES OF MEMBERS: LIFE ($1,500), CHARTER ($100), SUSTAINING ($50) AND BASIC ($25). FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER IN GOOD STANDING OF THE FOUNDATION SHALL HAVE ONE VOTE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST (AHF POLICY #1-97) ANY STAFF MEMBER WHO MAY BE INVOLVED IN AN AHF BUSINESS TRANSACTION IN WHICH THERE IS A POSSIBLE CONFLICT OF INTEREST SHALL PROMPTLY REPORT THE POSSIBLE CONFLICT TO THE BOARD CHAIR/PRESIDENT. IF THE POSSIBLE CONFLICT INVOLVES THE EXECUTIVE DIRECTOR, THE POSSIBLE CONFLICT SHALL THEN BE REPORTED TO THE BOARD CHAIR/PRESIDENT. THE BOARD CHAIR, AFTER RECEIVING INFORMATION ABOUT A POSSIBLE CONFLICT OF INTEREST, SHALL TAKE SUCH ACTION AS IS NECESSARY TO ASSURE THAT THE TRANSACTION IS COMPLETED IN THE BEST INTEREST OF THE AHF WITHOUT THE SUBSTANTIVE INVOLVEMENT OF THE PERSON WHO HAS THE POSSIBLE CONFLICT OF INTEREST. (THIS DOES NOT MEAN THAT THE PURCHASE OR OTHER TRANSACTION MUST NECESSARILY BE DIVERTED, BUT SIMPLY THOSE PERSONS OTHER THAN THE ONE WITH THE POSSIBLE CONFLICT SHALL MAKE THE JUDGMENTS INVOLVED AND SHALL CONTROL THE TRANSACTION.) DEFINITIONS. A. "INVOLVED IN AN AHF BUSINESS TRANSACTION" MEANS INITIATING, MAKING THE PRINCIPAL RECOMMENDATION FOR, OR APPROVING A PURCHASE OR CONTRACT; RECOMMENDING OR SELECTING A VENDOR OR CONTRACTOR; DRAFTING OR NEGOTIATING THE TERMS OF SUCH A TRANSACTION; OR AUTHORIZING OR MAKING PAYMENT FROM AHF ACCOUNTS. THIS INCLUDES NOT ONLY TRANSACTIONS FOR AHF'S PROCUREMENT OF GOODS AND SERVICES, BUT ALSO FOR THE DISPOSITION OF AHF PROPERTY, AND THE PROVISION OF SERVICES OR SPACE BY THE AHF. B. A "POSSIBLE CONFLICT OF INTEREST" IS DEEMED TO EXIST WHEN AN AHF EMPLOYEE OR A CLOSE RELATIVE, OR A MEMBER OF THAT PERSON'S HOUSEHOLD, IS AN OFFICER, DIRECTOR, EMPLOYEE, PROPRIETARY, PARTNER, OR TRUSTEE OF, OR, WHEN AGGREGATED WITH CLOSE RELATIVES AND MEMBERS OF THAT PERSON'S HOUSEHOLD, HOLDS 1% OR MORE OF THE ISSUED STOCK IN THE ORGANIZATION SEEKING TO DO BUSINESS WITH THE AHF. A POSSIBLE CONFLICT IS ALSO CONSIDERED TO EXIST WHERE SUCH A PERSON IS (OR EXPECTS TO BE) RETAINED AS A PAID CONSULTANT OR CONTRACTOR BY AN ORGANIZATION WHICH SEEKS TO DO BUSINESS WITH AHF, AND WHENEVER A TRANSACTION WILL ENTAIL A PAYMENT OF MONEY OF THAT PERSON'S HOUSEHOLD. C. A "POSSIBLE CONFLICT OF INTEREST" EXISTS WHEN AN EMPLOYEE OF AHF HAS AN INTEREST IN AN ORGANIZATION WHICH IS IN COMPETITION WITH A FIRM SEEKING TO DO BUSINESS WITH THE AHF IF THE INDIVIDUAL'S POSITION GIVES HIM OR HER ACCESS TO PROPRIETARY OR OTHER PRIVILEGED INFORMATION WHICH COULD BENEFIT THE FIRM IN WHICH HE OR SHE HAS AN INTEREST. D. A "POSSIBLE CONFLICT OF INTEREST" EXISTS WHEN AN AHF EMPLOYEE IS A TRUSTEE, DIRECTOR, OFFICER, OR EMPLOYEE OF A NOT-FOR-PROFIT ORGANIZATION WHICH IS SEEKING TO DO BUSINESS WITH OR HAVE A SIGNIFICANT CONNECTION WITH THE AHF OR IS ENGAGED IN ACTIVITIES WHICH COULD BE SAID IN A BUSINESS CONTEST TO BE "IN COMPETITION WITH" THE PROGRAMS OF THE AHF. A COPY OF AHF POLICY #1-97 SHALL BE REVIEWED ANNUALLY BY EACH AHF EMPLOYEE WHO REGULARLY INITIATES, REVIEWS OR APPROVES AHF CONTRACTS OR OTHER COMMITMENTS. SUCH EMPLOYEES SHALL THEN COMPLETE THE ACKNOWLEDGEMENT AT ENCLOSURE 1 AND RETURN IT TO THE FOUNDATION SECRETARY FOR INCLUSION IN AHF OFFICIAL FILES. A WRITTEN RECORD OF ANY CONFLICTS OF INTEREST SHALL ALSO BE KEPT BY THE SECRETARY AS A PART OF AHF OFFICIAL FILES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. FORM 990, PART VI, SECTION B, QUESTION 13: EMPLOYEES ARE ENCOURAGED TO REPORT TO SENIOR MANAGEMENT (PRESIDENT OR THE EXECUTIVE DIRECTOR) OR TO ANY MEMEBER OF THE BOARD OF DIRECTORS ANY KNOWN OR SUSPECTED ILLEGAL ACTIVITIES THAT THEY BELIEVE HAVE BEEN CONDUCTED BY AN EMPLOYEE IN CONNECTION WITH FINANCES OR ANY OTHER OPERATIONAL ASPECT OF THE FOUNDATION. THIS WHISTLE BLOWER POLICY PREVENTS BY LAW, ANYONE IN THE FOUNDATION FROM RETALIATING AGAINST OR PUNISHING AN EMPLOYEE FOR REPORTING CONDUCT THAT THE EMPLOYEE REASONABLY BELIEVES TO BE ILLEGAL. FORM 990, PART VI, SECTION B, QUESTION 14: THIS POLICY INFORMS FOUNDATION EMPLOYEES THAT IT IS AN OBSTRUCTION OF JUSTICE OFFENSE TO DESTROY, FALSIFY, OR ALTER ANY RECORDS OR DOCUMENTS IN ORDER TO IMPEDE A FEDERAL INVESTIGATION. IF ANY EMPLOYEE IS ASKED TO FALSIFY, DESTORY, OR ALTER ANY RECORDS, HE SHOULD IMMEDIATELY INFORM SENIOR MANAGEMENT OR THE BOARD OF DIRECTORS (IF SENIOR MANAGEMENT IS INVOLVED IN THE OFFENSE).