COUNCIL OF AMERICAN AMBASSADORS: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- COUNCIL OF AMERICAN AMBASSADORS (EIN 52-1296972)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-16
- IRS object ID
- 201811369349300951
- Schema version
- 2017v2.2
- 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 | 2018-05-16T08:57:19-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541156733 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1360 BEVERLY ROAD SUITE 300 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521296972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCIL OF AMERICAN AMBASSADORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUN | BusinessNameControlTxt |
| Phone | 2022963757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 17TH STREET NW NO 306 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200063312 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G PHILIP HUGHES | PersonNm |
| Person Title | SENIOR VICE PRESIDENT | PersonTitleTxt |
| Phone | 2022963757 | PhoneNum |
| Signature | 2018-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R MATTHEW FRANK | PreparerPersonNm |
| PTIN | P01277196 | PTIN |
| Phone | 7038210702 | PhoneNum |
| Preparation | 2018-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIMOTHY A CHORBA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 17TH STREET NW NO 306 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200063312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,253,998 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AMERICANAMBASSADORS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE PUBLIC UNDERSTANDING OF THE ROLE OF THE AMBASSADOR AND THE EMBASSY TEAM IN CARRYING OUT U.S. FOREIGN POLICY AND TO DEVELOP YOUNG LEADERS FOR SERVICE TO THE NATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $291,518 | PYContributionsGrantsAmt |
| CY Contributions Grants | $266,086 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $119,539 | PYInvestmentIncomeAmt |
| CY Investment Income | $291,563 | CYInvestmentIncomeAmt |
| PY Other Revenue | $224 | PYOtherRevenueAmt |
| CY Other Revenue | $418 | CYOtherRevenueAmt |
| PY Total Revenue | $411,281 | PYTotalRevenueAmt |
| CY Total Revenue | $558,067 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $60,265 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $58,626 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $163,688 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $133,805 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,039 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $178,727 | PYOtherExpensesAmt |
| CY Other Expenses | $163,249 | CYOtherExpensesAmt |
| PY Total Expenses | $402,680 | PYTotalExpensesAmt |
| CY Total Expenses | $355,680 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,601 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $202,387 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,954,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,699,281 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,201 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,505 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,908,615 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,648,776 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ADVANCE PUBLIC UNDERSTANDING OF THE ROLE OF THE AMBASSADOR AND THE EMBASSY TEAM IN CARRYING OUT U.S. FOREIGN POLICY AND TO DEVELOP YOUNG LEADERS FOR SERVICE TO THE NATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $95,898 | ExpenseAmt |
| Desc | BI-ANNUAL CONFERENCES: THESE MEETINGS PROMOTE THE DISCUSSION OF SALIENT ISSUES OF THE DAY WITH ADMINISTRATION LEADERS AND REPRESENTATIVES OF THE FOREIGN AFFAIRS COMMUNITY. THE SPRING CONFERENCE, HELD IN WASHINGTON, DC ON MAY 15-16, FOCUSED ON "FOREIGN POLICY CHALLENGES AND OPPORTUNITIES FACING THE NEW ADMINISTRATION." THE FALL CONFERENCE, HELD ON NOVEMBER 6-7 IN NEW YORK, CONSIDERED "A WORLD OF TROUBLES: CHRONIC CHALLENGES AROUND THE GLOBE." | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $70,309 | ExpenseAmt |
| Desc | PUBLICATIONS/COMMUNICATIONS: THE COUNCIL PUBLISHED TWO ISSUES OF ITS FOREIGN AFFAIRS JOURNAL, THE AMBASSADORS REVIEW, IN 2017. AUTHORS OF REVIEW ARTICLES IN 2017 INCLUDED: COLOMBIA'S AMBASSADOR TO THE U.S. JUAN CARLOS PINZON, U.S. AMBASSADOR TO GHANA ROBERT JACKSON, KAZAKHSTAN'S AMBASSADOR TO THE U.S. ERZHAN KAZYKHANOV, AND U.S. AMBASSADOR TO ROMANIA HANS KLEMM. AMBASSADORS PERSPECTIVES, THE COUNCIL'S ON-LINE FORUM FOR FOREIGN AFFAIRS COMMENTARY, HAD OVER 2,000 VIEWS IN 2017. THE COUNCIL'S PODCAST SERIES CAA LIVE! COUNTED SEVEN INTERVIEWS WITH FORMER OR INCUMBENT U.S. AND FOREIGN CHIEFS OF MISSION DURING THE YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $72,955 | ExpenseAmt |
| Grant | $58,626 | GrantAmt |
| Desc | FELLOWSHIPS: COUNCIL OF AMERICAN AMBASSADORS INTERNATIONAL AFFAIRS FELLOWSHIP: IN COOPERATION WITH THE DEPARTMENT OF STATE AND THE FUND FOR AMERICAN STUDIES, THE COUNCIL SPONSORED ITS INTERNATIONAL AFFAIRS FELLOWSHIP PROGRAM FOR THE 14TH YEAR IN A ROW. THE PROGRAM ENABLED SIX OUTSTANDING UNDERGRADUATE STUDENTS TO ATTEND SUMMER CLASSES AT GEORGE MASON UNIVERSITY, RECEIVE MENTORING BY FORMER AMBASSADORS AND FELLOWSHIP ALUMNI PEER MENTORS, AND TO PURSUE INTERNSHIPS AT THE DEPARTMENT OF STATE IN WASHINGTON, DC. THE COUNCIL ALSO PROVIDED MENTORING TO THREE HIGHLY QUALIFIED STUDENTS WHO WOULD HAVE RECEIVED FELLOWSHIPS IF FINANCIAL RESOURCES HAD BEEN AVAILABLE. THE MENTORSHIP PROGRAM ENABLES EACH STUDENT TO PARTICIPATE IN AN INTERNSHIP AT THE DEPARTMENT OF STATE AND RECEIVE MENTORING BY FORMER AMBASSADORS.COUNCIL OF AMERICAN AMBASSADORS' DAVIS PUBLIC DIPLOMACY FELLOWSHIP: THE COUNCIL ALSO SPONSORED ITS DAVIS FELLOWSHIP PROGRAM, WHICH ENABLED TWO FOREIGN SERVICE OFFICERS SPECIALIZING IN PUBLIC DIPLOMACY (PD) TO PARTICIPATE IN A TWO-WEEK INTENSIVE TRAINING SEMINAR AND RECEIVE MENTORING FROM AMBASSADORS AND PD SPECIALISTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $395 | AMBASSADORS FORUM: A SERIES OF LECTURES/DIALOGUES IN CITIES AROUND THE COUNTRY THAT FOSTERS A GREATER UNDERSTANDING OF FOREIGN POLICY ISSUES. |
| $14,266 | INTERNATIONAL MISSION: IN CONSULTATION WITH THE DEPARTMENT OF STATE, THE COUNCIL UNDERTAKES FACT-FINDING MISSIONS TO INVESTIGATE THE OPPORTUNITIES AND CHALLENGES BEYOND OUR BORDERS THAT GENERALLY CANNOT BE GAINED THROUGH NORMAL MEDIA CHANNELS. |
| $4,159 | AMBASSADORS ORIENTATION: ORIENTATION SESSIONS THAT ENABLE NEWLY-APPOINTED NON-CAREER AMBASSADORS AND THEIR SPOUSES TO MEET, HEAR FROM, AND SHARE EXPERIENCES WITH THOSE WHO PRECEDED THEM IN THE FIELD. |
| $22,618 | AMBASSADORS ROUNDTABLE: COUNCIL MEMBERS ENGAGE IN OFF-THE-RECORD DIALOGUES WITH THE CHIEFS OF MISSION ACCREDITED TO THE WHITE HOUSE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $41,438 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $280,600 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022963757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 17TH STREET NW NO 306 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200063312 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ELIZABETH FRAWLEY BAGLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STUART A BERNSTEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD M BLINKEN | ||||||
| DIRECTOR (RET. 11/2017) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIA CHANG BLOCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE COX CHAMBERS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY A CHORBA | ||||||
| PRESIDENT | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARLES E COBB JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUE M COBB | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EDWARD E ELSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK W ERWIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESTER B KORN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY M OURISMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PENNE KORTH PEACOCK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SELWA S ROOSEVELT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES C ROSAPEPE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL A RUSSO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR L SCHECHTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARL SPIELVOGEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELENI T KOUNALAKIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE S GELB | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOSEPH B GILDENHORN | ||||||
| VICE CHAIR AND TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM J VANDEN HEUVEL | ||||||
| CHAIR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GLEN A HOLDEN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| G PHILIP HUGHES | ||||||
| SENIOR VP & SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN L LOEB JR | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| OGDEN R REID | ||||||
| CHAIR EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIMOTHY L TOWELL | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ABELARDO L VALDEZ | ||||||
| PRESIDENT EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DIANA LADY DOUGAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J THOMAS SCHIEFFER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALDONA Z WOS MD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| C DONALD JOHNSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE L ARGYROS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT M ORR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLIFFORD M SOBEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD T BLISS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA LAGRANGE JOHNSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THEODORE R SEDGWICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM MCDONALD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOUISE V OLIVER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN M GRETZINGER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $107,670 | $0 | $17,736 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $107,670 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,736 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
| Membership Dues | $193,100 | MembershipDuesAmt |
| All Other Contributions | $72,986 | AllOtherContributionsAmt |
| Total Contributions | $266,086 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,744 | TotalRevenueColumnAmt |
| Exclusion | $124,744 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $862,750 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $695,931 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $166,819 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $166,819 | TotalRevenueColumnAmt |
| Exclusion | $166,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $418 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $418 | TotalRevenueColumnAmt |
| Exclusion | $418 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $558,067 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $291,981 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,626 | TotalAmt |
| Program Services | $58,626 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,406 | TotalAmt |
| Program Services | $110,985 | ProgramServicesAmt |
| Management And General | $10,409 | ManagementAndGeneralAmt |
| Fundraising | $4,012 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,399 | TotalAmt |
| Program Services | $7,434 | ProgramServicesAmt |
| Management And General | $698 | ManagementAndGeneralAmt |
| Fundraising | $267 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,940 | TotalAmt |
| Management And General | $28,940 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,732 | TotalAmt |
| Program Services | $4,422 | ProgramServicesAmt |
| Management And General | $5,310 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,256 | TotalAmt |
| Program Services | $8,363 | ProgramServicesAmt |
| Management And General | $10,956 | ManagementAndGeneralAmt |
| Fundraising | $7,937 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101 | TotalAmt |
| Program Services | $973 | ProgramServicesAmt |
| Management And General | $93 | ManagementAndGeneralAmt |
| Fundraising | $35 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,426 | TotalAmt |
| Program Services | $45,513 | ProgramServicesAmt |
| Management And General | $4,267 | ManagementAndGeneralAmt |
| Fundraising | $1,646 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668 | TotalAmt |
| Program Services | $591 | ProgramServicesAmt |
| Management And General | $56 | ManagementAndGeneralAmt |
| Fundraising | $21 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,848 | TotalAmt |
| Program Services | $23,798 | ProgramServicesAmt |
| Management And General | $36 | ManagementAndGeneralAmt |
| Fundraising | $14 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469 | TotalAmt |
| Program Services | $415 | ProgramServicesAmt |
| Management And General | $39 | ManagementAndGeneralAmt |
| Fundraising | $15 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,873 | TotalAmt |
| Program Services | $2,544 | ProgramServicesAmt |
| Management And General | $237 | ManagementAndGeneralAmt |
| Fundraising | $92 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| AMBASSADORS REVIEW | $15,886 | $15,886 |
| PODCAST | $1,050 | $1,050 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,680 | TotalAmt |
| Program Services | $280,600 | ProgramServicesAmt |
| Management And General | $61,041 | ManagementAndGeneralAmt |
| Fundraising | $14,039 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,409 | BOYAmt |
| EOY | $90,916 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,857 | BOYAmt |
| EOY | $14,064 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,923 | BOYAmt |
| EOY | $7,283 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,924 | BOYAmt |
| EOY | $12,010 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $115,264 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,016 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $717 | BOYAmt |
| EOY | $248 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,848,845 | BOYAmt |
| EOY | $5,560,939 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,141 | BOYAmt |
| EOY | $13,821 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,954,816 | BOYAmt |
| EOY | $5,699,281 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951 | BOYAmt |
| EOY | $5 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,250 | BOYAmt |
| EOY | $50,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,201 | BOYAmt |
| EOY | $50,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,351,415 | BOYAmt |
| EOY | $3,418,187 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,200 | BOYAmt |
| EOY | $730,589 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,000 | BOYAmt |
| EOY | $1,500,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,908,615 | BOYAmt |
| EOY | $5,648,776 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,954,816 | BOYAmt |
| EOY | $5,699,281 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $202,387 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $537,774 | 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 | $493,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $289,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $306,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $291,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $266,086 | CurrentTaxYearAmt |
| Total | $1,646,041 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $493,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $289,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $306,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $291,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $266,086 | CurrentTaxYearAmt |
| Total | $1,646,041 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $128,035 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,518,006 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $102,334 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,744 | CurrentTaxYearAmt |
| Total | $548,245 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $149 | CurrentTaxYearMinus2YearsAmt |
| Total | $209 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,194,495 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,691 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69470 | 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 | $4,448,896 | BeginningYearBalanceAmt |
| Contributions | $412,224 | ContributionsAmt |
| Investment Earnings Or Losses | $829,337 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $113,676 | OtherExpendituresAmt |
| Administrative Expenses | $9,885 | AdministrativeExpensesAmt |
| End Year Balance | $5,566,896 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,191,738 | BeginningYearBalanceAmt |
| Contributions | $10,250 | ContributionsAmt |
| Investment Earnings Or Losses | $283,437 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $31,876 | OtherExpendituresAmt |
| Administrative Expenses | $4,653 | AdministrativeExpensesAmt |
| End Year Balance | $4,448,896 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,108,256 | BeginningYearBalanceAmt |
| Contributions | $88,515 | ContributionsAmt |
| Investment Earnings Or Losses | $29,732 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $29,312 | OtherExpendituresAmt |
| Administrative Expenses | $5,453 | AdministrativeExpensesAmt |
| End Year Balance | $4,191,738 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,929,133 | BeginningYearBalanceAmt |
| Contributions | $12,500 | ContributionsAmt |
| Investment Earnings Or Losses | $204,570 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,806 | OtherExpendituresAmt |
| Administrative Expenses | $7,141 | AdministrativeExpensesAmt |
| End Year Balance | $4,108,256 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,506,342 | BeginningYearBalanceAmt |
| Contributions | $210,000 | ContributionsAmt |
| Investment Earnings Or Losses | $249,551 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,656 | OtherExpendituresAmt |
| Administrative Expenses | $6,104 | AdministrativeExpensesAmt |
| End Year Balance | $3,929,133 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.59930 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.26940 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.13130 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,458 | DepreciationAmt |
| Book Value | $248 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $105,558 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $248 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (11 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MONEY MARKET - ENDOWMENT FUND A | $98,870 | F |
| CERTIFICATES OF DEPOSITS - ENDOWMENT FUND A | $884,197 | F |
| MONEY MARKET - ENDOWMENT FUND B | $10,160 | F |
| CERTIFICATES OF DEPOSITS - ENDOWMENT FUND B | $190,882 | F |
| MONEY MARKET - ENDOWMENT FUND C (DAVIS FUND) | $92,822 | F |
| CERTIFICATES OF DEPOSITS - ENDOWMENT FUND C (DAVIS FUND) | $415,645 | F |
| SECURITIES - ENDOWMENT FUND A | $136,868 | F |
| SECURITIES - ENDOWMENT FUND C | $86,639 | F |
| MUTUAL FUNDS - ENDOWMENT A | $2,207,769 | F |
| MUTUAL FUNDS - ENDOWMENT B | $413,904 | F |
| MUTUAL FUNDS - ENDOWMENT C | $1,023,183 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,560,939 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,095,841 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $537,774 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $537,774 | RevenueNotReportedAmt |
| Revenue Subtotal | $558,067 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $558,067 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $355,680 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $355,680 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $355,680 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE PROGRAMS OF THE ORGANIZATION. |
| PART X, LINE 2: | THE COUNCIL USES FASB ASC 740 FOR EVALUATING, RECOGNIZING, MEASURING AND PRESENTING UNCERTAIN TAX POSITIONS. FASB ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. THE COUNCIL BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE COUNCIL'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. |
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 |
|---|---|---|
| DAVIS FELLOWSHIP PROGRAM | 2 | $26,702 |
| INTERNATIONAL AFFAIRS FELLOWSHIP PROGRAM | 6 | $31,924 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DAVIS FELLOWSHIP PROGRAM: THE COUNCIL ISSUES A CHECK TO THE USC CENTER ON PUBLIC DIPLOMACY TO COVER THE SUMMER INSTITUTE TUITION FOR THE COUNCIL'S TWO DAVIS PUBLIC DIPLOMACY FELLOWS. EACH DAVIS FELLOW ALSO RECEIVES A $2,500 STIPEND. THE DAVIS FELLOWS MEET WITH COUNCIL MEMBER-MENTORS AND OTHERS DURING THE FELLOWSHIP. AT THE END OF THE FELLOWSHIP, EACH DAVIS FELLOW SUBMITS AN ARTICLE ON PUBLIC DIPLOMACY WRITTEN DURING THE FELLOWSHIP. THESE ARTICLES ARE PUBLISHED IN THE COUNCIL'S FOREIGN AFFAIRS JOURNAL, THE AMBASSADORS REVIEW. INTERNATIONAL AFFAIRS FELLOWSHIP PROGRAM: THE COUNCIL MAKES A CONTRIBUTION TO THE FUND FOR AMERICAN STUDIES (TFAS) TO COVER THE TUITION AND HOUSING FOR THE SIX ANNENBERG FELLOWS. THE FELLOWS ARE REQUIRED TO LIVE IN GEORGE WASHINGTON UNIVERSITY CAMPUS HOUSING AND ATTEND CLASS AT GEORGE MASON UNIVERSITY. TFAS STAFF IS ON SITE (AT GWU) TO MONITOR COMPLIANCE OF THE FELLOWS (AND OTHER TFAS STUDENTS). ADDITIONALLY, THE FELLOWS PARTICIPATE IN A FELLOWSHIP ALUMNI PROFESSIONAL SEMINAR SERIES AS WELL AS THREE MAJOR ACTIVITIES ORGANIZED BY THE COUNCIL DURING THEIR TEN-WEEK FELLOWSHIP. THEY ALSO MEET REGULARLY WITH THEIR COUNCIL MEMBER-MENTORS AND FELLOWSHIP ALUMNI PEER MENTORS WHO ALSO MONITOR THE FELLOWS' COMPLIANCE IN TERMS OF CLASS AND INTERNSHIP ATTENDANCE, ETC. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBER AMBASSADOR CHARLES E. COBB, JR. IS MARRIED TO BOARD MEMBER AMBASSADOR SUE M. COBB. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM AND A DRAFT COPY IS PROVIDED TO THE ORGANIZATION. THE COUNCIL'S PRESIDENT AND EXECUTIVE COMMITTEE REVIEW THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COUNCIL'S CONFLICT OF INTEREST POLICY IS CONSISTENTLY MONITORED AND ENFORCED. DIRECTORS SIGN A DOCUMENT INDICATING THAT THEY HAVE READ AND UNDERSTOOD THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | ANNUAL SALARY OF THE EXECUTIVE DIRECTOR IS BASED ON INPUT FROM THE COUNCIL'S PRESIDENT. THE BOARD OF DIRECTORS THEN REVIEWS AND APPROVES THE SALARY. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE COUNCIL COMPLIES WITH SECTION 6104 AND MAKES ITS FORM 1023 AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THERE IS A NOTICE ON THE COUNCIL'S WEBSITE THAT INDIVIDUALS MAY REQUEST A COPY OF THE FORM 990 BY CALLING OR EMAILING THE COUNCIL OFFICE. THE COUNCIL'S FORM 990 IS ALSO AVAILABLE THROUGH THE FOUNDATION CENTER'S WEBSITE (WWW.FOUNDATIONCENTER.ORG). THE COUNCIL ALSO ACCEPTS ORAL, WRITTEN AND ELECTRONIC REQUESTS FOR PUBLIC INSPECTION OF FORM 990. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COUNCIL MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BY PROVIDING COPIES ON REQUEST AND BY MAKING THEM AVAILABLE FOR INSPECTION AT THE COUNCIL OFFICE. IN ADDITION, THE COUNCIL HAS POSTED A NOTICE ON ITS WEB SITE INDICATING THAT MEMBERS OF THE PUBLIC CAN REQUEST THESE DOCUMENTS BY PHONE, LETTER AND EMAIL. |
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