CIA OFFICERS MEMORIAL FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CIA OFFICERS MEMORIAL FOUNDATION (EIN 52-2360463)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201213179349301466
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-12T11:04:37-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470900880 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 WE | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522360463 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIA OFFICERS MEMORIAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CIAO | NameControl |
| Phone | 7033462723 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 VAN BUREN STREET NO 450A | AddressLine1 |
| City | HERNDON | City |
| State | VA | State |
| ZIP Code | 20170 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERALD KOMISAR | Name |
| Title | PRESIDENT | Title |
| Phone | 7033462723 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOANN WOODSON | Name |
| PTIN | P01293745 | PTIN |
| Phone | 2023319880 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GERALD KOMISAR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 VAN BUREN STREET NO 450A | AddressLine1 |
| City | HERNDON | City |
| State | VA | State |
| ZIP Code | 20170 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6106531 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.CIAMEMORIALFOUNDATION.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE EDUCATIONAL AND OTHER FINANCIAL ASSISTANCE TO THE FAMILIES OF CIA OFFICERS WHO LOST THEIR LIVES WHILE ON ACTIVE DUTY WITH THE CIA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4891732 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1895555 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 180231 | InvestmentIncomePriorYear |
| Investment Income Current Year | 228939 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5071963 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2124494 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 806044 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 492289 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 136100 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 301267 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 167763 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16410 | OtherExpensePriorYear |
| Other Expenses Current Year | 88181 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 958554 | TotalExpensesPriorYear |
| Total Expenses Current Year | 881737 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4113409 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1242757 | RevenuesLessExpensesCY |
| Total Assets BOY | 6411661 | TotalAssetsBOY |
| Total Assets EOY | 7634180 | TotalAssetsEOY |
| Total Liabilities BOY | 1889 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20780 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6409772 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7613400 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE EDUCATIONAL AND OTHER FINANCIAL ASSISTANCE TO THE FAMILIES OF CIA OFFICERS WHO LOST THEIR LIVES WHILE ON ACTIVE DUTY WITH THE CIA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 589373 | Expense |
| Grants | 492289 | Grants |
| Description | TO PROVIDE EDUCATIONAL AND OTHER FINANCIAL ASSISTANCE TO THE FAMILIES OF CIA OFFICERS WHO LOST THEIR LIVES WHILE ON ACTIVE DUTY WITH THE CIA. | Description |
| Total Program Service Expense | 589373 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET E MULDERRY CHIEF FINANCIAL OFFICER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7036385378 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 VAN BUREN STREET SUITE 450A | AddressLine1 |
| City | HERNDON | City |
| State | VA | State |
| ZIP Code | 20170 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| R EVANS HINEMAN | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | |
| JOAN DEMPSEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOHN GANNON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MEREDITH W WOODRUFF | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOHN MCLAUGHLIN | ||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | |
| JOANNE ISHAM | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | |
| VANCE COFFMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GILMAN LOUIE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PETER MARINO | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LLOYD SALVETTI | ||||||
| VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | |
| GERALD KOMISAR | ||||||
| PRESIDENT | 40.00 | X | 120000 | 0 | 0 | X |
| GENERAL MICHAEL V HAYDEN USAFRET | ||||||
| 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 | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JEFFREY L SMITH ESQ | ||||||
| GENERAL COUNSEL | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 120000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 1427744 | FundraisingEvents |
| All Other Contributions | 467811 | AllOtherContributions |
| Total Contributions | 1895555 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 288264 | TotalRevenueColumn |
| Exclusion | $288,264 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3783695 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3843020 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -59325 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -59325 | TotalRevenueColumn |
| Exclusion | -$59,325 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 139017 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1427744 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 139017 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2124494 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $228,939 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 492289 | Total |
| Program Services | 492289 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136021 | Total |
| Program Services | 27204 | ProgramServices |
| Management And General | 27204 | ManagementAndGeneral |
| Fundraising | 81613 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141959 | Total |
| Program Services | 53704 | ProgramServices |
| Management And General | 42643 | ManagementAndGeneral |
| Fundraising | 45612 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1855 | Total |
| Management And General | 1855 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21432 | Total |
| Program Services | 7216 | ProgramServices |
| Management And General | 1150 | ManagementAndGeneral |
| Fundraising | 13066 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3805 | Total |
| Management And General | 3805 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13988 | Total |
| Management And General | 13988 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10777 | Total |
| Management And General | 10777 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5746 | Total |
| Management And General | 5346 | ManagementAndGeneral |
| Fundraising | 400 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31630 | Total |
| Program Services | 485 | ProgramServices |
| Management And General | 6918 | ManagementAndGeneral |
| Fundraising | 24227 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1652 | Total |
| Management And General | 1652 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12823 | Total |
| Program Services | 8475 | ProgramServices |
| Management And General | 1503 | ManagementAndGeneral |
| Fundraising | 2845 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464 | Total |
| Management And General | 464 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1123 | Total |
| Management And General | 1123 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1441 | Total |
| Management And General | 1441 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LICENSE & FEES | Description |
| Total | 4732 | Total |
| Management And General | 4732 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 881737 | Total |
| Program Services | 589373 | ProgramServices |
| Management And General | 124601 | ManagementAndGeneral |
| Fundraising | 167763 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327219 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 678773 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400000 | BOY |
| EOY | 125000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58120 | BOY |
| EOY | 53274 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4860 | BOY |
| EOY | 15902 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3447 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1190 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2329 | BOY |
| EOY | 2257 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5619133 | BOY |
| EOY | 6758974 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6411661 | BOY |
| EOY | 7634180 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1889 | BOY |
| EOY | 20780 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1889 | BOY |
| EOY | 20780 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6209772 | BOY |
| EOY | 7430900 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200000 | BOY |
| EOY | 182500 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6409772 | BOY |
| EOY | 7613400 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6411661 | BOY |
| EOY | 7634180 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1242757 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -39129 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 271380 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 308395 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 412080 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4863978 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1895555 | CurrentTaxYear |
| Total | 7751388 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 271380 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 308395 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 412080 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4863978 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1895555 | CurrentTaxYear |
| Total | 7751388 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1088652 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6662736 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 71067 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 67429 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61225 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 231818 | CurrentTaxYearMinus1Year |
| Current Tax Year | 288264 | CurrentTaxYear |
| Total | 719803 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8471191 | TotalSupport |
| Public Support Pertcentage170 | 0.78650 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74240 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3447 | OtherCostOrOtherBasis |
| Depreciation | 1190 | Depreciation |
| Book Value | 2257 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2257 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PARTNERSHIP INVESTMENT IN-Q-TEL | 160822 | C |
| UBS MAIN ACCOUNT INVESTMENT | 5212760 | C |
| UBS ENDOWMENT ACCOUNT | 1385392 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6758974 | TotalOfBookValueSecurities |
| Total Revenue | 2124494 | TotalRevenue |
| Total Expenses | 881737 | TotalExpenses |
| Excess Or Deficit For Year | 1242757 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -39129 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -39129 | TotalAdjustments |
| Excess Or Deficit Per FS | 1203628 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2462784 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -39129 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 238402 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 139017 | OtherRevenues |
| Revenue Not Rptd F990 | 338290 | RevenueNotRptdF990 |
| Revenue Subtotal | 2124494 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2124494 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1259156 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 238402 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 139017 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 377419 | ExpensesNotRptdF990 |
| Expenses Subtotal | 881737 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 881737 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2010, 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. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUND RAISING EXPENSES 139,017. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUND RAISING EXPENSES 139,017. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 1566761 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1427744 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 139017 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 139017 | RentFacilityCostsEvent1 |
| Gross Receipts Total | 1566761 | GrossReceiptsTotal |
| Charitable Contributions Total | 1427744 | CharitableContributionsTotal |
| Gross Revenue Total Events | 139017 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 139017 | RentFacilityCostsTotalEvents |
| Direct Expense Summary Events | 139017 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 34 | 436030 |
| NON-SCHOLARSHIP PROGRAMS | 5 | 56259 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 15A | THE FOUNDATION ENGAGED ON A PRO BONO BASIS THE SERVICES OF A PROFESSIONAL SEARCH CONSULTANT WHO PUT TOGETHER A LIST OF CANDIDATES AND PERFORMED COMPARABLE MARKET ANALYSIS TO DETERMINE AN APPROPRIATE SALARY LEVEL FOR THE NEW POSITION OF EXECUTIVE DIRECTOR. BOTH THE EXCOM AND THE FULL BOARD OF DIRECTORS APPROVED THE SELECTION AND THE SALARY. | |
| 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 XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -39,129. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE FINANCE AND AUDIT COMMITTEE HAS THAT RESPONSIBILITY. THERE WERE NO CHANGES IN 2011. |