2025-03-12T13:04:50-05:00 2024-11-30 994625061 CRI ADVISORS LLC 500 NORTH SHORELINE STE 701 CORPUS CHRISTI TX 78401 990 2023-12-01 311680916 UNA CHAPMAN COX FOUNDATION UNAC 2023313918 802 N CARANCAHUA 2300 CORPUS CHRISTI TX 78401 LARRY WOOD SECRETARY/TREASURER 2023313918 2025-03-06 1 1 KELLIE J SHIPLEY P00531022 3618823132 2025-03-06 2023 2025-03-06 01:10:19Z SHANNON WILDE 802 N CARANCAHUA SUITE 2300 CORPUS CHRISTI TX 78401 28682677 0 X UCCOXFOUNDATION.ORG X 1999 TX SUPPORTS THE U.S. FOREIGN SVC THROUGH PROJECTS, PROGRAMS AND PROMOTION OF PUBLIC AWARENESS. 5 3 2 0 0 0 0 0 0 0 2331123 6797336 12140 32380 2343263 6829716 408050 552660 0 0 418686 464295 0 0 0 923416 1065311 1750152 2082266 593111 4747450 60019583 70914949 19882 19289 59999701 70895660 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 240277 AMERICAN DIPLOMACY PROJECT: CONTRACTOR ACTIVITIES TO IMPLEMENT RECOMMENDATIONS OF THE "BLUEPRINTS FOR A MORE MODERN U.S. DIPLOMATIC SERVICE" INCLUDED CONDUCTING MEETINGS WITH CONGRESSIONAL REPRESENTATIVES AND STAFF TO INFORM KEY MEMBERS AND COMMITTEE STAFF ABOUT THE BLUEPRINTS, WITH A FOCUS ON TRAINING AND PROFESSIONAL DEVELOPMENT AND THE ESTABLISHMENT OF A DIPLOMATIC RESERVE CORPS. NOTABLY, DRAFT LANGUAGE IN THE FY-2025 NATIONAL DEFENSE AUTHORIZATION ACT (NDAA) INCLUDED LANGUAGE SUPPORTING TRAINING AND PROFESSIONAL DEVELOPMENT OBJECTIVES OF THE BLUEPRINTS. THE CONTRACTOR CONTINUES TO WORK WITH CONGRESSIONAL MEMBERS AND STAFF TO DRAFT AND SPONSOR A BILL TO ESTABLISH A DIPLOMATIC RESERVE CORP. THE CONTRACTOR HAS ENGAGED REGULARLY WITH DEPARTMENT OF STATE LEADERSHIP TO ENSURE THAT ACTIVITIES ARE CONSISTENT WITH THE SECRETARY'S MODERNIZATION AGENDA AND HAS CONDUCTED A VIGOROUS PUBLIC OUTREACH PROGRAM TO GARNER PUBLIC INTEREST IN AND SUPPORT FOR THE PROPOSED REFORMS CONTAINED IN THE BLUEPRINTS. THE PROJECT REMAINS ONGOING. 200000 200000 DG/GTM - HR PROCESSING: THE OBJECTIVE OF THIS PROGRAM IS TO IMPROVE PROCESSING OF HUMAN RESOURCES ACTIVITIES (HIRING, APPOINTING, PAY-SETTING, PERFORMANCE EVALUATION) FOR FAMILY MEMBERS OF FOREIGN SERVICE PERSONNEL EMPLOYED AT POSTS OVERSEAS AND IN THE DEPARTMENT OF STATE, TO ENSURE CONSISTENCY AND REDUCE ERRORS. THE BUREAU OF GLOBAL TALENT MANAGEMENT, TASKED WITH UNDERTAKING A COMPREHENSIVE STUDY AND IMPLEMENTING IMPROVEMENTS, HAS APPOINTED A PROJECT MANAGER, HIRED A RESEARCH ASSISTANT, IDENTIFIED BEST PRACTICES, AND BEGUN WORKING WITH HR OFFICERS THROUGHOUT THE DEPARTMENT TO IMPLEMENT CHANGES. TARGET DATE FOR COMPLETION IS SPRING 2025. 140000 MERIDIAN-COX FOREIGN SERVICE SEMINAR FOR EMERGING LEADERS: THE COX FOUNDATION AND MERIDIAN INTERNATIONAL CENTER JOINTLY DEVELOPED AND HOSTED A SUCCESSFUL SEMINAR THAT BROUGHT STUDENTS FROM AROUND THE COUNTRY TO WASHINGTON DC FOR A WEEK OF ORIENTATION TO CAREERS IN THE U.S. FOREIGN SERVICE. THE SEMINAR OFFERED PARTICIPANTS A UNIQUE OPPORTUNITY TO ENGAGE WITH PRACTITIONERS AND VISIT INSTITUTIONS THAT SHAPE U.S. FOREIGN POLICY. THE PROJECT CONCLUDED SUCCESSFULLY IN JUNE 2024. 1212351 352660 GRANTS:COX LANGUAGE AWARDS/ADST $10,000COX SABBATICAL FELLOWSHIPS $80,000FSI TRAINING SUPPORT $10,000DG/GTM 10YRS OF USFIP $52,000DG/GTM TALENTCARE COORDINATOR $85,660DG/GTM TRAINING SUPPORT $10,000FSI-CD WEBINARS $105,000TOTAL $352,660 1212351 352660 1792628 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 11 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X CRI ADVISORS LLC KELLIE SHIPLEY CPA 3618823132 500 N SHORELINE SUITE 701 CORPUS CHRISTI TX 78401 LARRY WOOD SECRETARY/TREASURER 10.00 X X 63953 0 0 SHANNON WILDE PRESIDENT 10.00 X X 91920 0 0 GLYN DAVIES FOREIGN SERVICE TRUSTEE 10.00 X 31174 0 0 GREY VANDEMARK TRUSTEE 10.00 X 0 0 0 JO ELLEN POWELL EXECUTIVE DIRECTOR 30.00 X 128868 0 0 DIAN VAN DE MARK FORMER TRUSTEE 10.00 X 31174 0 0 347089 0 0 1 1 0 0 PARTNERSHIP FOR A SECURE AMERICA 110 MARYLAND AVE NE SUITE 311 WASHINGTON DC 20002 FS CONGRESS COMMUNICATION PROJECT 112019 1 2548692 2548692 32380 32380 26101605 21852961 4248644 4248644 4248644 6829716 0 0 6829716 X 552660 552660 246884 131242 115642 217411 217411 2100 1050 1050 22350 22350 98819 98819 819958 785910 34048 5690 5690 30713 30713 26357 14171 12186 5326 5326 EX OFFICIO 30000 30000 POLICY COUNCIL HONORARI 23564 23564 MISCELLANEOUS 434 217 217 2082266 1792628 289638 0 934106 1009289 59066570 69886753 18907 18907 60019583 70914949 19882 19289 19882 19289 X 59999701 70895660 59999701 70895660 60019583 70914949 4747450 6148509 0 X X 0 1 X 1 0 X X 1 US FRGN SVC 530200682 6 1 552660 0 1 552660 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, 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 0 X 12978225 6148509 6148509 6829716 0 6829716 2082266 0 2082266 0 2082266 PART X, LINE 2: THE UNA CHAPMAN COX FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. MANAGEMENT BELIEVES TAX YEARS PRIOR TO 2020 ARE NOT SUBJECT TO EXAMINATION. THE FOUNDATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF NOVEMBER 30, 2024, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 US DEPARTMENT OF STATE 22ND C STREETS NW WASHINGTON DC 20520 530200682 170(B)(1)(A)(V) 552660 0 SUPPORT FOR STATE DEPARTMENT PROGRAMS THAT BENEFIT THE FOREIGN SERVICE, INCLUDING FSI. 1 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. 1 X 0 0 0 0 0 0 0 0 0 DIAN VAN DE MARK FORMER TRUSTEE 31174 0 0 0 0 0 0 0 0 0 31174 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DIAN VAN DEMARK AND GREY VAN DEMARK HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION IS MANAGED BY ITS BOARD OF TRUSTEES, ONE OF WHOM IS DESIGNATED AS A PERMANENT TRUSTEE WHO APPOINTS THE OTHER TRUSTEES. 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 AMERICAN DIPLOMACY PROJECT: PROGRAM SERVICE EXPENSES 240,277. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 240,277. CENTENNIAL BOOK - ADST: PROGRAM SERVICE EXPENSES 97,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,000. CONSTRUCTIVE DISSENT AWARD - ADST: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. LANGUAGE CLUBS - FSYF: PROGRAM SERVICE EXPENSES 7,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,000. MERIDIAN-FGN SVC DIP SEMINARS: PROGRAM SERVICE EXPENSES 140,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 140,000. ORAL HISTRORIES - ADST: PROGRAM SERVICE EXPENSES 91,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,000. PSA DOS CONGRESS COMM PROJECT: PROGRAM SERVICE EXPENSES 112,019. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,019. PSA DOS CONGRESS COMM PROJECT 2: PROGRAM SERVICE EXPENSES 63,614. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,614. SEMINARS - ISH: PROGRAM SERVICE EXPENSES 25,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,000. ADMIN SUPPORT - FROST BANK: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 34,048. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,048. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE FOUNDATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR RELATED TO THE AUDIT OF THEIR FINANCIAL STATEMENTS. 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 552660 CASH