2014-11-13T15:32:22-06:00 2014-03-31 580662558 HANCOCK ASKEW & CO LLP PO BOX 2486 SAVANNAH GA 31402 990 2013-04-01 203963486 VIRGIN UNITE USA INC VIRG 2124979086 65 BLEECKER STREET NEW YORK NY 10012 MARTIN PIENAAR MANAGEMENT ACCOUNTANT 2124979086 2014-11-13 1 MICHAEL T MCCARTHY P00863049 9122348243 2013 2016-03-07 17:11:31Z MARTIN PIENAAR 65 BLEECKER STREET NEW YORK NY 10012 8194804 0 X WWW.VIRGINUNITE.ORG X 2005 DE PROMOTE ENTREPRENEURIAL APPROACHES TO SOCIAL AND ENVIRONMENTAL ISSUES AND ADMINISTRATION OF VARIOUS FUNDRAISING ACTIVITIES. 5 1 0 0 0 0 4959134 7750450 0 0 2114 6354 0 80387 4961248 7837191 886620 779341 0 0 687631 718021 0 0 498093 1079871 702548 2654122 2199910 2307126 5637281 5250419 10252055 760555 124910 4489864 10127145 PROMOTE ENTREPRENEURIAL APPROACHES TO SOCIAL AND ENVIRONMENTAL ISSUES AND ADMINISTRATION OF VARIOUS FUNDRAISING ACTIVITIES. 0 0 1190404 779341 PROMOTE ENTREPRENEURIAL APPROACHES TO SOCIAL AND ENVIRONMENTAL ISSUES AND ADMINISTRATION OF VARIOUS FUNDRAISING ACTIVITIES. 1190404 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 0 0 0 0 0 0 0 0 0 X 5 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 DE X X EVAN SCHWARTZ 2124979063 65 BLEECKER STREET SIXTH FLOOR NEW YORK NY 10012 JEAN OELWANG TREASURER 8.00 X X 0 0 0 DAVID CUSH BOARD MEMBER 8.00 X 0 0 0 THAYER THOMPSON SECRETARY 8.00 X X 0 0 0 GEORGE WHITESIDES PRESIDENT 8.00 X X 0 0 0 ANDREA BARRON BOARD MEMBER 8.00 X 0 0 0 DIANE OSGOOD EMPLOYEE 40.00 X 0 146108 15214 TRICIA KELLER EMPLOYEE 40.00 X 0 172000 20863 0 318108 36077 2 0 1 0 0 1857513 5892937 7750450 6354 6354 0 1857513 357613 -357613 -357613 GAIN ON ACCRUAL FORGIVENESS 900099 438000 438000 438000 7837191 438000 0 -351259 588519 588519 190822 190822 613706 323237 134117 156352 22200 11692 4852 5656 29690 15638 6488 7564 52425 27612 11457 13356 219891 203880 16011 9100 9100 5765 5765 30680 12272 6136 12272 124764 124764 304825 20612 284213 LICENSES 4854 4854 BANK CHARGES 2669 2669 2199910 1190404 511413 498093 5250419 10252055 0 0 5250419 10252055 458000 124910 302555 0 760555 124910 X 3627342 8964234 862522 1162911 4489864 10127145 5250419 10252055 5637281 0 X 0 1 X 1 0 X 3252693 4212549 2749741 2528968 3788485 16532436 1373031 2430166 3961965 7765162 3252693 4212549 4122772 4959134 7750450 24297598 1228621 1487607 1001671 847870 1029403 5595172 0 1228621 1487607 1001671 847870 1029403 5595172 18702426 1459 2114 6354 9927 1459 2114 6354 9927 438000 438000 3252693 4212549 4124231 4961248 8194804 24745525 0.75580 0.66340 0.00040 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 7756804 357613 357613 7399191 438000 438000 7837191 2119523 357613 357613 1761910 438000 438000 2199910 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING ACTIVITY 357,613. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON ACCRUAL FORGIVENESS 438,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING 357,613. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON ACCRUAL FORGIVENESS 438,000. 1 0 0 0 0 0 0 0 0 0 MOROCCO TO FUND THE OPERATIONAL EXPENSES OF THE PROGRAM THAT PROVIDES SKILLS TRAINING AND EDUCATION TO LOW-INCOME INDIGENOUS COMMUNITIES IN THE HIGH ATLAS MOUNTAINS REGION OF MOROCCO, PARTICULARLY WOMEN, TO PROMOTE ECONOMIC EMPOWERMENT, INDEPENDENCE AND LEARNING. 108221 WIRE TRANSFER SOUTH AFRICA TO ASSIST LOW-INCOME INDIGENOUS COMMUNITIES IN THE SABI SANDS COMMUNITY IN RURAL SOUTH AFRICA THROUGH PROVISION OF EDUCATION, HEALTH CARE, SOCIAL SERVICES AND OPPORTUNITIES FOR ECONOMIC DEVELOPMENT. 24601 WIRE TRANSFER SOUTH AFRICA TO ASSIST IN THE FUNDING OF AN ACADEMIC SCHOLARSHIP FOR ONE HDSA (HISTORICALLY DISADVANTAGED SOUTH AFRICAN) STUDENT TO ATTEND COLLEGE. 8000 WIRE TRANSFER UNITED KINGDOM TO ASSIST IN THE FUNDING OF ACTIVITIES OF THE INDEPENDENT GROUP OF GLOBAL LEADERS TO OFFER THEIR COLLECTIVE INFLUENCE AND EXPERIENCE TO ADVANCE INTERNATIONAL CONFLICT RESOLUTION AND RECONCILIATION FOR THE PUBLIC BENEFIT WITH A VIEW TO RELIEVING SUFFERING, POVERTY, AND DISTRESS. 50000 WIRE TRANSFER 4 0 0 0 0 0 0 PART I, LINE 2: FOR ALL GRANTS OVER $5,000, THE RECEIVING ORGANIZATION MUST PROVIDE FINANCIAL STATEMENTS TO VIRGIN UNITE USA FOR EACH FISCAL YEAR UNTIL ALL OF THE GRANT FUNDS ARE EXPENDED. THE RECEIVING ORGANIZATIONS MUST ALSO PROVIDE SUPPORTING DETAIL FOR HOW THE GRANT FUNDS ARE EXPENDED. IGNITE CHANGE GATHERING 850601 850601 0 0 0 49317 GU ADVENTURE TRIP 358035 358035 0 6794 0 70365 648877 648877 22361 647 13411 194718 1857513 1857513 22361 7441 13411 314400 357613 -357613 1 CARBON WAR ROOM CORPORATION 1150 CONNECTICUT AVENUE NW SUITE 620 WASHINGTON DC 20036 270616224 501(C)(3) 25000 TO SUPPORT THE ORGANIZATION IN ITS WORK TO TRANSITION THE U.S. ECONOMY TO CLEAN ENERGY SOLUTIONS. COVENANT HOUSE MICHIGAN INC 2959 MARTIN LUTHER KING JR BLVD DETROIT MI 48208 383351777 501(C)(3) 5000 TO ASSIST IN THE FUNDING OF SERVICES TO HOMELESS AND AT-RISK ADOLESCENTS. SASHA BRUCE YOUTHWORK INC 741 8TH STREET SE WASHINGTON DC 20003 521006486 501(C)(3) 240000 TO ASSIST IN THE FUNDING OF SERVICES TO HOMELESS AND AT-RISK ADOLESCENTS. UNITED NEGRO COLLEGE FUND INC UNCF 1805 7TH STREET NW WASHINGTON DC 20001 131624241 501(C)(3) 16350 TO MAINTAIN AN ENDOWED SCHOLARSHIP FUND THAT PROVIDES ANNUAL SCHOLARSHIPS TO FEMALE STUDENTS PURSUING UNIVERSITY STUDIES IN STEM SUBJECTS. CH PENNSYLVANIA UNDER-21 31 EAST ARMAT STREET PHILADELPHIA PA 19144 233003176 501(C)(3) 5000 TO ASSIST IN THE FUNDING OF SERVICES TO HOMELESS AND AT-RISK ADOLESCENTS. CHALLENGER CENTRE FOR SPACE SCIENCE EDUCATION 422 FIRST ST SE 3RD FLOOR WASHINGTON DC 20003 760192067 501(C)(3) 5195 TO ASSIST IN THE FUNDING OF ACTIVITIES TO ENCOURAGE STUDENTS TO PURSUE STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS) CAREERS. COVENANT HOUSE FLORIDA 733 BREAKERS AVENUE FORT LAUDERDALE FL 33304 592323607 501(C)(3) 5000 TO ASSIST IN THE FUNDING OF SERVICES TO HOMELESS AND AT-RISK ADOLESCENTS. DUKE UNIVERSITY DUKE UNIVERSITY DURHAM NC 27708 560532129 501(C)(3) 17500 TO ASSIST IN THE FUNDING OF A SCIENTIFIC RESEARCH PROJECT OF THE DUKE UNIVERSITY LEMUR CENTER. OASIS CENTER INC 1704 CHARLOTTE AVENUE SUITE 200 NASHVILLE TN 37203 620968273 501(C)(3) 5000 TO ASSIST IN THE FUNDING OF SERVICES TO HOMELESS AND AT-RISK ADOLESCENTS. OCEANELDERS INC PO BOX 188 SEATTLE WA 98111 453034636 501(C)(3) 12475 TO ASSIST IN THE FUNDING OF ACTIVITIES TO PROMOTE OCEAN CONSERVATION, PURSUE THE PROTECTION OF THE OCEAN'S HABITAT AND WILDLIFE, AND PRESERVE ITS ECOSYSTEMS AND SPECIES BIODIVERSITY. SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330868418 501(C)(3) 20000 TO ASSIST IN THE FUNDING OF STEM ACADEMIC SCHOLARSHIPS AT THE SDSU DEPARTMENT OF ENGINEERING. THE B TEAM 2711 CENTERVILLE ROAD SUITE 400 WILMINGTON DE 19808 461860634 501(C)(3) 197000 TO ASSIST IN THE FUNDING OF CHARITABLE AND EDUCATION ACTIVITIES TO LEAD A GLOBAL INITIATIVE TO MAKE BUSINESS A DRIVING FORCE FOR SOCIAL, ENVIRONMENTAL AND ECONOMIC BENEFIT. THE NATURE CONSERVANCY 4245 N FAIRFAX DRIVE ARLINGTON VA 22203 530242652 501(C)(3) 5000 TO ASSIST IN THE FUNDING OF ACTIVITIES TO PROJTECT AND PRESERVE ECOLOGICALLY IMPORTANT LANDS AND WATERS. VALLEY YOUTH HOUSE 829 LINDEN STREET ALLENTOWN PA 18101 237178820 501(C)(3) 5000 TO ASSIST IN THE FUNDING OF SERVICES TO HOMELESS AND AT-RISK ADOLESCENTS. X PRIZE FOUNDATION 800 CORPORATE POINTE SUITE 350 CULVER CITY CA 90230 521876879 501(C)(3) 8000 TO ASSIST IN THE FUNDING OF AN AFTER SCHOOL PROGRAM WHICH AIMS TO EDUCATE CHILDREN ON IMPORTANT SCIENTIFIC AND MATHEMATICAL CONCEPTS AND PROVIDE A BENEFICIAL AND SAFE AFTER-SCHOOL ACTIVITY. YOUTH SERVICES OF TULSA INC 311 SOUTH MADISON AVE TULSA OK 74120 730785251 501(C)(3) 5000 TO ASSIST IN THE FUNDING OF SERVICES TO HOMELESS AND AT-RISK ADOLESCENTS. 16 PART I, LINE 2: FOR ALL GRANTS OVER $5,000, THE RECEIVING ORGANIZATION MUST PROVIDE FINANCIAL STATEMENTS TO VIRGIN UNITE USA FOR EACH FISCAL YEAR UNTIL ALL OF THE GRANT FUNDS ARE EXPENDED. THE RECEIVING ORGANIZATIONS MUST ALSO PROVIDE SUPPORTING DETAIL FOR HOW THE GRANT FUNDS ARE EXPENDED. X X 0 0 0 0 0 0 0 0 0 DIANE OSGOOD EMPLOYEE 0 106340 0 39768 0 0 0 10841 0 4373 0 161322 0 0 TRICIA KELLER EMPLOYEE 0 140000 0 32000 0 0 0 15953 0 4910 0 192863 0 0 FORM 990, PART VI, SECTION A, LINE 2 OUT OF THE 5 VOTING MEMBERS OF THE GOVERNING BODY, 4 OF THEM ARE EITHER AN OFFICER, DIRECTOR, AND/OR EMPLOYEE OF ONE OR MORE OF THE ENTITIES COMPRISING A RELATED GROUP OF COMPANIES AND THUS HAVE BUSINESS RELATIONSHIPS BETWEEN AND AMONG THEMSELVES. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS DISTRIBUTED TO THE BOARD MEMBERS, WHO REVIEW THE RETURN BEFORE IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C UNITE'S SENIOR MANAGEMENT TEAM IS RESPONSIBLE FOR ENSURING THAT ANY RELATIONSHIP OR INTERACTION WITH ANY VIRGIN COMPANY IS COMPLIANT WITH THE POLICY COVERING VIRGIN UNITE'S INTERACTIONS WITH THE VIRGIN COMPANIES. THIS POLICY IS ALSO AVAILABLE ON THE WEBSITE. THE BOARD HAS ALSO ADOPTED A POLICY THAT HALF THE TRUSTEES WILL BE INDEPENDENT. IN ADDITION, THE ARTICLES PROVIDE THE APPOINTMENT OF A VICE-CHAIRMAN WHO IS INDEPENDENT AND WILL HAVE A CASTING VOTE. VIRGIN UNITE'S ANNUAL PLAN SPECIFIES ANY FINANCIAL OR STAFF RESOURCES WHICH ARE TO BE USED IN CONNECTION WITH ACTIVITIES INVOLVING VIRGIN COMPANIES. THESE PLANS WILL BE CONSIDERED BY THE FULL TRUSTEE BOARD BUT WILL BE PROPOSED FOR FORMAL APPROVAL BY THE INDEPENDENT TRUSTEES ONLY. THE SENIOR MANAGEMENT TEAM WILL BE RESPONSIBLE FOR IDENTIFYING IN THE RELEVANT PLAN ANY POTENTIAL FOR ACTIVITY WHICH MIGHT INVOLVE A CONFLICT OF INTEREST OR A POSSIBILITY OF PRIVATE BENEFIT TO A VIRGIN COMPANY. THIS POLICY ALSO SETS OUT THE PROCESS FOR MANAGING ANY INTERACTION THAT INVOLVES PROVISION OF GOODS OR SERVICES BY A VIRGIN COMPANY AT A DISCOUNT. IT ALSO STATES THAT, IN ANY EVENT NO SUCH INTERACTION WILL TAKE PLACE UNLESS TWO CONDITIONS ARE MET: (A) ANY PRIVATE BENEFIT TO THE VIRGIN COMPANY MUST BE RELATIVELY INSIGNIFICANT AND (B) THE CHARITABLE BENEFITS WHICH WILL RESULT FROM THE INTERACTION MUST BE DEMONSTRABLE. RECORDED IN THE "GIFTS AND HOSPITALITY REGISTER" ARE ANY GIFTS AND/OR HOSPITALITY WORTH OVER 50 BRITISH POUND STERLINGS WHICH YOU HAVE BEEN OFFERED OR RECEIVED. FORM 990, PART VI, SECTION C, LINE 19 VIRGIN UNITE USA, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE WEBSITE. THE VIRGIN FOUNDATION 179 HARROW ROAD LONDON UK PROMOTE ENTREPRENEURIAL APPROACHES TO SOCIAL AND ENVIRONMENTAL ISSUES UK 501(C)(3) 0 VIRGIN MANAGEMENT USA INC 65 BLEECKER STREET 6TH FLOOR NEW YORK NY 10012 134188824 UNRELATED NY C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 THE VIRGIN FOUNDATION C 919403 CASH VIRGIN MANAGEMENT USAINC P 718021 CASH SCHEDULE R, PART V, LINE P EMPLOYEES THEMSELVES PROVIDE SERVICES EXCLUSIVELY TO VIRGIN UNITE USA, INC. ALL EMPLOYEES HOLD EMPLOYMENT CONTRACTS WITH VIRGIN MANAGEMENT USA, INC. VIRGIN MANAGEMENT USA, INC. RECHARGES THE COST OF THESE EMPLOYEES TO VIRGIN UNITE, INC.