2024-03-06T13:32:06-06:00 2023-11-30 721396621 CARR RIGGS & INGRAM LLC 500 N SHORELINE BLVD STE 701 CORPUS CHRISTI TX 78401 990 2022-12-01 311680916 UNA CHAPMAN COX FOUNDATION UNAC 2023313918 802 N CARANCAHUA 2300 CORPUS CHRISTI TX 78401 LARRY WOOD SECRETARY/TREASURER 2023313918 2024-03-06 1 LARRY WOOD 999009999 1 KELLIE J SHIPLEY P00531022 3618823132 2024-03-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X SHANNON WILDE 802 N CARANCAHUA SUITE 2300 CORPUS CHRISTI TX 78401 28799493 0 X UCCOXFOUNDATION.ORG X 1999 TX SUPPORTS THE U.S. FOREIGN SVC THROUGH PROJECTS, PROGRAMS AND PROMOTION OF PUBLIC AWARENESS. 4 2 4 0 0 0 0 0 0 0 4091035 2331123 22276 12140 4113311 2343263 321714 408050 0 0 466715 418686 0 0 0 1224379 923416 2012808 1750152 2100503 593111 57480839 60019583 17201 19882 57463638 59999701 X THE FOUNDATION SUPPORTS THE U.S. FOREIGN SERVICE BY PROMOTING PUBLIC AWARENESS OF THE IMPORTANCE OF THE U.S. FOREIGN SERVICE AND UNDERTAKING AND/OR FUNDING VARIOUS PROJECTS AND PROGRAMS WHICH SUPPORT THE U.S. FOREIGN SERVICE. 0 0 318069 AMERICAN DIPLOMACY PROJECT PHASE III: THE COX FOUNDATION CONTRACTED WITH THE AMERICAN ACADEMY OF DIPLOMACY TO SECURE ADOPTION AND FUNDING FOR KEY RECOMMENDATION OF THE AMERICAN DIPLOMACY PROJECT, PHASE II, BLUEPRINTS FOR A MORE MODERN U.S. DIPLOMATIC SERVICE, A 2022 PROJECT OF THE COX FOUNDATION DEVELOPED WITH ARIZONA STATE UNIVERSITY. IN THE EXECUTION OF PHASE III, THE COX FOUNDATION HAS SECURED SUPPORT FROM THE DEPARTMENT OF STATE IN FURTHERANCE OF THE PHASE II RECOMMENDATIONS AND HAS SOUGHT LEGISLATIVE SUPPORT AND FUNDING FOR SAID RECOMMENDATIONS. THE FOUNDATION HAS ALSO ENGAGED IN A WIDE-REACHING PUBLIC OUTREACH PROGRAM TO BUILD SUPPORT FOR THE IMPLEMENTATION OF THE PHASE II RECOMMENDATIONS TO STRENGTHEN THE U.S. FOREIGN SERVICE. 136019 FOREIGN SERVICE - CONGRESSIONAL COMMUNICATION WORKSHOPS: THE COX FOUNDATION CONTRACTED WITH THE PARTNERSHIP FOR A SECURE AMERICA TO DEVELOP CONTENT FOR AND HOST TWO ADDITIONAL FOREIGN SERVICE - CONGRESSIONAL COMMUNICATIONS WORKSHOPS IN 2023-24. THE FIRST WORKSHOP HOSTED 14 STATE DEPARTMENT AND 16 CONGRESSIONAL STAFF; APPLICATIONS ARE CURRENTLY BEING RECEIVED FOR THE SECOND WORKSHOP SCHEDULED TO BEGIN IN MARCH 2024. THE COX FOUNDATION AND PSA WILL JOINTLY ORGANIZE AND HOST AN ADDITIONAL THREE WORKSHOPS IN 2024-25. 125000 125000 DG SCORING RUBRIC TOOL: WITH SUPPORT FROM THE COX FOUNDATION, THE STATE DEPARTMENT'S BUREAU OF GLOBAL TALENT MANAGEMENT DEVELOPED A RUBRIC TO SCORE INDIVIDUAL ELEMENTS OF THE FOREIGN SERVICE PROMOTION PRECEPTS, ENABLING ALL FOREIGN SERVICE EMPLOYEES WHO COMPETED FOR PROMOTION TO SEE HOW SELECTION BOARDS EVALUATED THEIR ACCOMPLISHMENTS IN EACH INDIVIDUAL PRECEPT. THIS SCORING RUBRIC IMPROVES TRANSPARENCY IN THE PROMOTION PROCESS AND PROVIDES USEFUL INFORMATION TO FOREIGN SERVICE OFFICERS HOW THEY COULD IMPROVE OVERALL PERFORMANCE. 928129 283050 GRANTS:COX SABBATICAL FELLOWSHIPS $80,000FSI TRAINING SUPPORT $15,000FSI PILOT MANAGEMENT PROGRAM $118,050DG FOCUS GROUPS FOR FOREIGN SERVICE SPOUSE SUPPORT $60,000PRESIDENT'S CONTINGENCY PROJECT $10,000TOTAL $283,050 928129 283050 1507217 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 12 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X CARR RIGGS & INGRAM LLC KELLIE SHIPLEY CPA 3618823132 500 N SHORELINE SUITE 701 CORPUS CHRISTI TX 78401 LARRY WOOD SECRETARY/TREASURER 10.00 X X 37016 0 0 DIAN VAN DEMARK TRUSTEE 10.00 X 29105 0 0 SHANNON WILDE PRESIDENT 10.00 X X 66061 0 0 GLYN DAVIES FOREIGN SERVICE TRUSTEE 10.00 X 7000 0 0 139182 0 0 0 0 0 0 ARIZONA STATE UNIVERSITY 1151 S FOREST AVE TEMPE AZ 85281 THE AMERICAN DIPLOMACY PROJECT FOR THE 2 277200 PARTNERSHIP FOR A SECURE AMERICA 110 MARYLAND AVE NE SUITE 311 WASHINGTON DC 20002 FS CONGRESS COMMUNICATION PROJECT 214641 AMERICAN FOREIGN SERVICE ASSOCIATION 2101 E STREET NW WASHINGTON DC 20037 WHY I SERVE, HOW I SERVE PROJECT 125000 3 1343975 1343975 12140 12140 27443378 26456230 987148 987148 987148 2343263 0 0 2343263 X 408050 408050 214195 114898 99297 204491 204491 4168 2084 2084 23450 23450 76077 76077 699518 673940 25578 9773 9773 30713 30713 24412 12206 12206 4068 4068 EX OFFICIO 30000 30000 POLICY COUNCIL HONORARI 20887 20887 MISCELLANEOUS 350 175 175 1750152 1507217 242935 0 558486 934106 56903446 59066570 18907 18907 57480839 60019583 17201 19882 17201 19882 X 57463638 59999701 57463638 59999701 57480839 60019583 593111 1942952 0 X 0 0 0 X X 1 US FRGN SVC 530200682 6 1 408050 0 1 408050 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X PART IV, SECTION A, LINE 2: THE FOUNDATION SUPPORTS THE FOREIGN SERVICE, WHICH IS DESCRIBED IN SECTION 509(A)(1) BY VIRTUE OF BEING A GOVERNMENTAL UNIT DESCRIBED IN SECTIONS 170(C)(1) AND 509(A)(1). BECAUSE IT IS A GOVERNMENTAL UNIT, THE FOREIGN SERVICE DOES NOT HAVE A DETERMINATION LETTER. PART IV, SECTION D, LINE 2: THE FOUNDATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE FOREIGN SERVICE THROUGH ONGOING COMMUNICATIONS WITH THE DIRECTOR GENERAL OF THE FOREIGN SERVICE BY THE OFFICERS AND TRUSTEES OF THE FOUNDATION. THE OFFICERS AND TRUSTEES OF THE FOUNDATION FORMALLY MEET ON AN ANNUAL BASIS WITH THE DIRECTOR GENERAL AND HIS/HER STAFF, AND INFORMALLY MEET THROUGHOUT THE YEAR WITH THE DIRECTOR GENERAL AND OTHER FOREIGN SERVICE OFFICERS INVOLVED IN THE ADMINISTRATION OF THE FOREIGN SERVICE, TO REVIEW ALL ASPECTS OF THE FOUNDATION'S ACTIVITIES, INCLUDING ITS INVESTMENTS, GRANTS, AND OTHER USES OF ITS INCOME AND ASSETS, AND TO SOLICIT RECOMMENDATIONS WITH RESPECT TO THESE ACTIVITIES. THE EXECUTIVE DIRECTOR OF THE FOUNDATION AND ONE OF ITS TRUSTEES ARE ALSO RETIRED FOREIGN SERVICE OFFICERS. ADDITIONALLY, THE FOUNDATION IS ADVISED BY A POLICY COUNCIL, NEARLY ALL OF THE MEMBERS OF WHICH ARE ACTIVE DUTY OR RETIRED FOREIGN SERVICE OFFICERS. PART IV, SECTION D, LINE 3: THE RESPONSE TO PART IV, SECTION D, LINE 2 DESCRIBES HOW THE SIGNIFICANT VOICE TEST WAS MET DURING THE TAX YEAR. PART IV, SECTION E, LINE 1C: A SUBSTANTIAL PART OF THE FOUNDATIONS ACTIVITIES ARE ACTIVITIES THAT DIRECTLY FURTHER THE PURPOSES OF THE FOREIGN SERVICE. THE FOUNDATION CONDUCTS PROGRAMS AND PROJECTS THAT AMONG OTHER THINGS: ATTRACT THOSE WHO WILL SUSTAIN A HIGH QUALITY, REPRESENTATIVE FOREIGN SERVICE; PROVIDE IN-SERVICE TRAINING AND QUALITY OF LIFE FOR FOREIGN SERVICE PERSONNEL AND THEIR FAMILIES; AND EDUCATE THE PUBLIC ABOUT THE VITAL ROLE OF THE FOREIGN SERVICE AND BUILD SUPPORT FOR A GLOBALLY COMPETITIVE U.S. DIPLOMACY. TO A LESSER DEGREE, THE FOUNDATION PROVIDES ADDITIONAL SUPPORT FOR THE FOREIGN SERVICE BY PROVIDING FUNDING DIRECTLY TO THE STATE DEPARTMENT AND OTHER GOVERNMENT AGENCIES THAT COMPRISE THE FOREIGN SERVICE FOR PROJECTS THAT ACCOMPLISH THESE PURPOSES. SCHEDULE A, PART I, LINE 12G THE US FOREIGN SERVICE DOES NOT HAVE AN EIN, BUT BECAUSE THE IRS HAS DECLINED TO ACCEPT ELECTRONIC FILING OF THE RETURN WITHOUT ONE, THE FOUNDATION IS PROVIDING THE DEPARTMENT OF STATE'S EIN IN LIEU THEREOF. 0 0 0 0 0 0 0 0 1 US DEPARTMENT OF STATE 22ND C STREETS NW WASHINGTON DC 20520 530200682 170(B)(1)(A)(V) 408050 0 SUPPORT FOR STATE DEPARTMENT PROGRAMS THAT BENEFIT THE FOREIGN SERVICE, INCLUDING FSI. PART I, LINE 2: THE FOUNDATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE FOREIGN SERVICE THROUGH ONGOING COMMUNICATIONS WITH THE DIRECTOR GENERAL OF THE FOREIGN SERVICE. THE OFFICERS AND TRUSTEES OF THE FOUNDATION FORMALLY MEET ON AN ANNUAL BASIS WITH THE DIRECTOR GENERAL AND HIS/HER STAFF AND INFORMALLY MEET THROUGHOUT THE YEAR WITH THE DIRECTOR GENERAL AND HIS/HER STAFF TO PROVIDE INPUT ON, AND REVIEW THE PROGRESS OF, PROGRAMS AND INITIATIVES FUNDED BY THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES WITH THE FOUNDATION'S ACCOUNTANTS AT ITS ANNUAL BUSINESS MEETING. EACH TRUSTEE HAS THE OPPORTUNITY TO COMMENT ON THE DRAFT FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH TRUSTEE AND THE EXECUTIVE DIRECTOR COMPLETE A CONFLICT OF INTEREST DISCLOSURE. THOSE DISCLOSURES ARE REVIEWED BY ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR AND DISCUSSED. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FS CONGRESS COMMUNICATION PROJECT: PROGRAM SERVICE EXPENSES 136,019. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,019. FS ORAL HISTORY PROJECT - AAFSW: PROGRAM SERVICE EXPENSES 875. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 875. VOLUNTEER MAP PROJECT - AAFSW: PROGRAM SERVICE EXPENSES 8,409. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,409. WEBSITE UPDATE - KANOPY: PROGRAM SERVICE EXPENSES 36,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,053. DIVERSITY, EQUITY, INCLUSION, AND ACCESSIBILITY PROJECT: PROGRAM SERVICE EXPENSES 74,515. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,515. TRUST DEPARTMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 25,578. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,578. FOREIGN SERVICE CENTENNIAL - AFSA: PROGRAM SERVICE EXPENSES 40,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,000. PHASE 3 A DIPLOMATIC SERVICE FOR 21ST CENTURY: PROGRAM SERVICE EXPENSES 318,069. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 318,069. U.S. DIPLOMACY EXHIBIT UPDATE: PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000. US FOREIGN SERVICE 22ND C STREETS NW WASHINGTON DC 20520 530200682 FOREIGN SERVICE DC N/A N/A N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 US FOREIGN SERVICE B 408050 CASH