2014-08-28T15:27:37-05:00 2013-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2013-01-01 522360463 CIA OFFICERS MEMORIAL FOUNDATION CIAO 7033462723 2251 CORPORATE PARK DRIVE NO 3RD FL HERNDON VA 20171 GERALD KOMISAR PRESIDENT 7033462723 2014-08-28 1 JOANN WOODSON CPA P01293745 2023319880 2013 2015-11-30 17:44:51Z GERALD KOMISAR 2251 CORPORATE PARK DRIVE NO 3RD FL HERNDON VA 20171 10223573 0 X HTTP://WWW.CIAMEMORIALFOUNDATION.ORG/ X 2001 DE TO PROVIDE EDUCATIONAL AND OTHER FINANCIAL ASSISTANCE TO THE FAMILIES OF CIA OFFICERS WHO LOST THEIR LIVES WHILE ON ACTIVE DUTY WITH THE CIA. 15 14 7 0 0 0 2782525 3098220 0 0 406916 811298 0 2962 3189441 3912480 563887 602214 0 0 371308 394581 0 0 188221 114829 221191 1050024 1217986 2139417 2694494 10051322 13602335 39135 34005 10012187 13568330 TO PROVIDE EDUCATIONAL AND OTHER FINANCIAL ASSISTANCE TO THE FAMILIES OF CIA OFFICERS WHO LOST THEIR LIVES WHILE ON ACTIVE DUTY WITH THE CIA. 0 0 843361 602214 TO PROVIDE EDUCATIONAL AND OTHER FINANCIAL ASSISTANCE TO THE FAMILIES OF CIA OFFICERS WHO LOST THEIR LIVES WHILE ON ACTIVE DUTY WITH THE CIA. 843361 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 DE VA X X MARGARET E MULDERRY CFO 7036385378 2251 CORPORATE PARK DRIVE 3RD FL HERNDON VA 20171 JOHN E MCLAUGHLIN CHAIRMAN 2.00 X 0 0 0 JOANNE ISHAM SECRETARY 2.00 X 0 0 0 GILMAN LOUIE DIRECTOR 2.00 X 0 0 0 GENERAL MICHAEL V HAYDEN USAF DIRECTOR 2.00 X 0 0 0 JACK DEVINE DIRECTOR 2.00 X 0 0 0 DAVID W CAREY DIRECTOR 2.00 X 0 0 0 WILLIAM HARLOW DIRECTOR 2.00 X 0 0 0 MARK CHADASON DIRECTOR 2.00 X 0 0 0 MARY-MARGARET GRAHAM DIRECTOR 2.00 X 0 0 0 ROBERT GRENIER DIRECTOR 2.00 X 0 0 0 THOMAS HIGGINS DIRECTOR 2.00 X 0 0 0 MICHAEL SULICK DIRECTOR 2.00 X 0 0 0 SCOTT D WHITE TREASURER 2.00 X 0 0 0 GERALD KOMISAR PRESIDENT 40.00 X X 146944 0 0 JEFFREY L SMITH ESQ GENERAL COUNSEL 2.00 X 0 0 0 146944 0 0 1 0 0 0 0 81632 2314781 701807 3098220 306003 306003 2962 2962 6403019 5897724 505295 505295 505295 413369 2314781 413369 0 3912480 0 0 814260 602214 602214 146860 29372 29372 88116 221291 66091 75257 79943 26430 6845 7501 12084 134179 133410 769 24327 24327 17605 784 8743 8078 5291 5291 4886 4645 241 108 108 1069 1069 1730 1730 BAD DEBT EXPENSE 20000 20000 LICENSE & FEES 11996 11996 1217986 843361 186404 188221 283228 319727 270000 355000 29842 53678 21159 22040 3447 3411 1105 36 9445988 12851854 10051322 13602335 39135 34005 39135 34005 X 9561667 13167830 450520 400500 10012187 13568330 10051322 13602335 2694494 861649 0 X X 0 1 X 1 0 X 412080 4863978 1895555 2782525 3098220 13052358 412080 4863978 1895555 2782525 3098220 13052358 1073214 11979144 61225 231818 288264 295465 308965 1185737 14238095 793629 0.84130 0.82840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3447 3411 36 36 PARTNERSHIP INVESTMENT IN-Q-TEL 428744 F UBS MAIN ACCOUNT INVESTMENT 1544045 F UBS ENDOWMENT ACCOUNT 10879065 F 12851854 X 5386038 861649 198540 413369 1473558 3912480 0 3912480 1829895 198540 413369 611909 1217986 0 1217986 PART X, LINE 2: THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2013, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2010 THROUGH 2012 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FOUNDATION FILES RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 413,369. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 413,369. ANNUAL DINNER 1881145 1685280 195865 157 181731 5 125 13847 PALM BEACH (REGIONAL EVENT) 239000 72423 166577 48840 1055 116682 4 608005 557078 50927 41457 78 9392 2728150 2314781 413369 157 272028 83 1180 139921 413369 0 0 SCHOLARSHIPS 36 536282 GENERAL SUPPORT GRANT 9 65932 GENERAL SUPPORT X 0 0 X X X 0 0 0 0 0 0 0 0 0 PART I, LINE 1A A 2012 BONUS AND GROSS-UP WAS PAID TO THE PRESIDENT IN THE FIRST QUARTER OF 2013. A 2013 BONUS WAS AWARDED TO THE PRESIDENT AND ACCRUED FOR IN 2013. ACTUAL GROSS-UP AND PAYMENT IN 2014. PART I, LINE 1B A WRITTEN POLICY IS NOT IN PLACE FOR 2013, BUT THE ABOVE EXPENSES ARE NOT ALLOWED OR REIMBURSABLE, WITH THE EXCEPTION OF THE 'GROSS-UP' BONUS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE APPROPRIATE BOARD MEMBERS AND IT'S LEGAL COUNSEL BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C RENEWED ANNUALLY, GENERALLY AT ONE OF THE QUARTERLY BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15B APPROVED BY BOTH THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST DURING REGULAR BUSINESS HOURS. FORM 990, PART XII, LINE 2C THE FINANCE AND AUDIT COMMITTEE, ASSISTED BY THE CHIEF FINANCIAL OFFIER, HAS THE RESPONSIBILITY. IN 2012, THE CHAIRPERSON OF THE COMMITTEE WAS ALSO THE TREASURER OF THE ORGANIZATION.