2013-02-08T11:46:44-06:00 2012-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2011-07-01 237122882 CLOSE UP FOUNDATION CLOS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS 7037063300 2013-02-08 1 3019519090 2011 2016-02-25 16:41:14Z TIMOTHY DAVIS 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 26472039 0 X WWW.CLOSEUP.ORG X 1971 DC SEE PART III, LINE 1. 23 22 166 22 0 0 5624152 5248173 20720834 20949291 17745 20357 93441 254218 26456172 26472039 2942491 1048988 0 0 5285832 5659584 0 0 626831 18731721 20408533 26960044 27117105 -503872 -645066 10145642 11665588 6344171 8506646 3801471 3158942 X THE CLOSE UP FOUNDATION IS A NONPROFIT, NONPARTISAN CITIZENSHIP EDUCATION ORGANIZATION THAT WORKS TO PROMOTE RESPONSIBLE AND INFORMED PARTICIPATION IN THE DEMOCRATIC PROCESS THROUGH EDUCATIONAL PROGRAMS FOR MIDDLE AND HIGH SCHOOL STUDENTS AND TEACHERS. 0 0 16900272 959722 13798743 WASHINGTON HIGH SCHOOL PROGRAM - A SERIES OF PROGRAMS ABOUT GOVERNMENT AND POLITICS IN WASHINGTON, DC FOR SECONDARY SCHOOL STUDENTS AND TEACHERS FROM COMMUNITIES THROUGHOUT THE UNITED STATES AND ABROAD. 4844426 89266 5167826 WASHINGTON MIDDLE SCHOOL PROGRAM - A SERIES OF SEMINARS IN WASHINGTON, DC ABOUT GOVERNMENT AND POLITICS FOR MIDDLE SCHOOL STUDENTS AND TEACHERS FROM COMMUNITIES THROUGHOUT THE UNITED STATES AND ABROAD. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT, BASIC THEMES IN AMERICAN DEMOCRACY, AND EXPLORE THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT IN COMMUNITY SERVICES WHICH OFFERS INSIGHT AND FOSTERS CONFIDENCE FOR ACTIVE CITIZENSHIP. 1305435 1563427 PROGRAM FOR NEW AMERICANS (PNA): A SEMINAR IN WASHINGTON, DC EXAMINING THE FEDERAL SYSTEM AND ITS RESPONSE TO THE CHANGING DEMANDS OF A PLURALISTIC SOCIETY, FOR HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS WHO HAVE IMMIGRATED TO THE US WITHIN THE PAST 8 YEARS. STUDENTS STUDY THE ROLES OF THE THREE BRANCHES OF GOVERNMENT IN MAINTAINING UNITY AND STABILITY IN A DIVERSE NATION, BASIC THEMES IN AMERICAN DEMOCRACY, AND EXPLORE THE ROLE OF CITIZENS IN CIVIC INVOLVEMENT IN COMMUNITY SERVICE WHICH OFFERS INSIGHT AND FOSTERS CONFIDENCE FOR ACTIVE CITIZENSHIP. 258733 TV & VIDEO PRODUCTION 250245 419295 ACADEMIC MATERIALS/PUBLICATIONS 508978 419295 23559111 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 130 0 1 166 1 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AZ AR CA CT FL GA IL MI MN MS NY NC ND OH OK OR PA VA WA WI X X TIMOTHY DAVIS 7037063300 1330 BRADDOCK PLACE NO 400 ALEXANDRIA VA 22314 TIMOTHY DAVIS 40.00 X X 247826 0 9930 JOEL JANKOWSKY 2.00 X X 0 0 0 CHARLIE MCBRIDE 2.00 X X 0 0 0 ANN M VENEMAN 1.50 X 0 0 0 BRUCE W JENTLESON 1.50 X 0 0 0 DAVE MCCURDY 1.50 X 0 0 0 E IVAN ZAPIEN 1.50 X 0 0 0 ELIZABETH BACARDI 1.50 X 0 0 0 ERIC ROSENFELD 1.50 X 0 0 0 JAMES C DINEGAR 1.50 X 0 0 0 JANET HALE 1.50 X 0 0 0 JASON BERMAN 1.50 X 0 0 0 KAREN MYERS 1.50 X 0 0 0 LINDA E MCMAHON 1.50 X 0 0 0 MARGERY KRAUS 1.50 X 0 0 0 ROBIN L BRONK 1.50 X 0 0 0 WILSON K PIPESTEM 1.50 X 0 0 0 TOD COHEN 1.50 X 0 0 0 JIM CONZELMAN 1.50 X 0 0 0 FRANK C DAMRELL JR 1.50 X 0 0 0 THERESA M FARIELLO 1.50 X 0 0 0 BRODERICK JOHNSON 1.50 X 0 0 0 JOHN E SUNUNU 1.50 X 0 0 0 STEPHEN DOUGHERTY 40.00 X 85644 0 644 ERIC ADYDAN 40.00 X 142222 0 5545 MIA CHARITY 40.00 X 139668 0 5563 RACHEL TALBERT 40.00 X 120959 0 5481 JUSTIN ANDERSON 40.00 X 121452 0 9804 SETH MAIMAN 40.00 X 122298 0 12762 JODI MITEVA 40.00 X 102167 0 9499 LARRY TAIT 40.00 X 103989 0 10414 1186225 0 69642 8 0 1 0 OUTSOURCE PARTNERS INTL INC 477 MADISON AVENUE SUITE 240 NEW YORK NY 10022 FINANCE AND ACCOUNTING 514106 PERIS COMPANIES INC 282 N WASHINGTON STREET FALLS CHURCH VA 22046 CONSTRUCTION CONTRACTOR 431875 ASSOCIATION TRAVEL 1330 BRADDOCK PLACE 4TH FLOOR ALEXANDRIA VA 22314 TRAVEL AGENCY SERVICES 205747 APCO WORLDWIDE 700 12TH STREET NW STE 800 WASHINGTON DC 20005 BUSINESS STRATEGY 180112 4 1048988 4199185 5248173 TUITION AND FEES 900099 20529994 20529994 ACADEMIC MATERIALS 900099 419297 419297 20949291 20357 20357 MISCELLANEOUS 900099 254218 254218 254218 26472039 20949291 0 274575 1048988 1048988 848377 275070 327060 246247 4247519 3103780 1072633 71106 5261 5261 134931 723654 -647096 58373 423496 12 423484 79894 79894 47288 47288 850560 91485 614644 144431 578263 511239 36216 30808 336151 244456 89397 2298 384 384 323343 323940 -22304 21707 424040 378769 9958 35313 57452 51351 2369 3732 184875 184875 141951 293 141658 411132 12355 398777 TRANSPORTATION 7092671 7091638 836 197 PROGRAM MEALS 3601821 3601821 PROGRAM LODGING 3550199 3550199 TRANSFERS AND TOURS 1464403 1464403 1264106 1085658 165829 12619 27117105 23559111 2931163 626831 19918 24456 4593440 5088130 188500 1460136 3392965 2773038 1033 32369 506922 397447 1658440 245810 968460 1412630 95349 97886 379055 379496 10145642 11665588 4196727 6151176 1153075 1217114 994369 1138356 6344171 8506646 X 2550181 609308 1086665 2385009 164625 164625 3801471 3158942 10145642 11665588 X -645066 2537 X 0 1 1 X 1 1 X 6025321 5771999 5709669 5624152 5248173 28379314 6025321 5771999 5709669 5624152 5248173 28379314 3652678 24726636 116412 72321 20091 43493 20357 272674 90848 69778 72766 93441 254218 581051 29233039 106401212 0.84580 0.88090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40950 40950 27076155 27117105 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 35269 40950 40950 40950 158119 250000 250000 250000 250000 1000000 1500000 164625 2511 2511 164625 164823 1105 1303 164625 164817 3366 3360 164823 164789 3927 3899 164817 1.00000 0 0 692545 94438 598107 4400 4400 0 961495 146972 814523 1412630 DEFERRED RENTAL ABATEMENT 1138356 1138356 26472039 27117105 -645066 2537 2537 -642529 26474576 2537 2537 26472039 0 26472039 27117105 0 27117105 0 27117105 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INVESTMENT INCOME IS TEMPORARILY RESTRICTED TO PROVIDE FELLOWSHIP AWARDS TO TEACHERS AND STUDENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) RELEASED FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES. FOR THE YEAR ENDED JUNE 30, 2012, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED. 1 GRANT FROM THE DEPARTMENT OF INTERIOR 264 1048988 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: CLOSE UP FOUNDATION'S GRANT THROUGH THE DEPARTMENT OF THE INTERIOR OFFICE OF INSULAR AFFAIRS IS TO FUND CIVIC EDUCATION PROGRAMS FOR STUDENTS AND TEACHERS FROM THE PACIFIC ISLANDS. X X X 0 0 0 0 0 0 0 0 0 TIMOTHY DAVIS 197826 0 50000 0 0 0 0 0 9930 0 257756 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE CONTROLLER, CFO AND CEO. IT WAS THEN FORWARDED TO THE FINANCE COMMITTEE FOR FURTHER REVIEW. THE FINAL DRAFT WAS SENT TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CLOSE UP FOUNDATION'S CONFLICT OF INTEREST POLICY IS OUTLINED IN DETAIL BY THE FOUNDATION'S BYLAWS AND INCLUDED IN THE EMPLOYEE HANDBOOK. ACCORDING TO ITS POLICY, EACH DIRECTOR AND OFFICER IS REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS AND SIGN THE AFFIRMATION OF DUTY TO DISCLOSE. UPON THE IDENTIFICATION OF A CONFLICT OF INTEREST, THE BOARD ADDRESSES EACH SITUATION BASED ON ITS MERITS AS IT ARISES. FORM 990, PART VI, SECTION B, LINE 15A AS PER THE WRITTEN EMPLOYMENT CONTRACT, DATED 6/20/05 AND AMENDED 6/6/08, THE COMPENSATION OF THE EXECUTIVE OFFICER IS PRESCRIBED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS OBTAINED AND RELIED UPON APPROPRIATE DATA AS TO COMPARABILITY OF PAYMENTS OR COMPENSATION MADE BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY SIMILAR SERVICES, OR FAIR MARKET VALUE OF THE CONSIDERATION, AND ADEQUATELY AND CONTEMPORANEOUSLY DOCUMENTED THE BASIS FOR ITS DETERMINATION. THE LAST COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR TOOK PLACE IN JUNE 2011. SALARIES OF THE EXECUTIVE OFFICERS OTHER THAN THE CEO ARE DETERMINED BY THE CEO AND APPROVED BY THE BOARD OF DIRECTORS. ALL DECISIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS, INCLUDING FORM 990, AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,537.