2026-03-11T09:50:06-05:00 2025-11-30 994625061 CRI ADVISORS LLC 500 NORTH SHORELINE STE 701 CORPUS CHRISTI TX 78401 990 2024-12-01 311680916 UNA CHAPMAN COX FOUNDATION UNAC 2023313918 802 N CARANCAHUA 2300 CORPUS CHRISTI TX 78401 LARRY WOOD SECRETARY/TREASURER 2023313918 2026-03-06 1 1 KELLIE J SHIPLEY P00531022 3618823132 2026-03-06 2024 2025-03-06 01:10:19Z SHANNON WILDE 802 N CARANCAHUA SUITE 2300 CORPUS CHRISTI TX 78401 3701532 0 X UCCOXFOUNDATION.ORG X 1999 TX SUPPORTS THE U.S. FOREIGN SVC THROUGH PROJECTS, PROGRAMS AND PROMOTION OF PUBLIC AWARENESS. 4 2 2 0 0 0 0 0 0 0 6797336 2000485 32380 17958 6829716 2018443 552660 95000 0 0 464295 441613 0 0 0 1065311 1034397 2082266 1571010 4747450 447433 70914949 78890969 19289 0 70895660 78890969 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 187500 MERIDIAN-COX FOREIGN SERVICE FELLOWSHIP: THE COX FOUNDATION AND MERIDIAN INTERNATIONAL CENTER HOSTED FOR A SECOND CONSECUTIVE YEAR A SUCCESSFUL WEEK-LONG SEMINAR THAT BROUGHT TOGETHER STUDENTS FROM AROUND THE COUNTRY TO LEARN ABOUT CAREERS IN THE U.S. FOREIGN SERVICE. THE SEMINAR OFFERED A UNIQUE OPPORTUNITY FOR STUDENTS TO ENGAGE WITH PRACTITIONERS OF DIPLOMACY AND VISIT ORGANIZATIONS THAT SHAPE U.S. FOREIGN POLICY. THE PROJECT CONCLUDED SUCCESSFULLY IN JUNE 2025. 150600 AMERICAN DIPLOMACY PROJECT: IN YEAR 3 OF THIS PROJECT, THE TEAM CONTINUED TO ENGAGE WITH SENATE AND HOUSE FOREIGN AFFAIRS COMMITTEES AS WELL AS WITH OTHER CONGRESSIONAL OFFICES TO ENSURE THAT PROVISIONS OF THE "BLUEPRINTS FOR A MORE MODERN U.S. DIPLOMATIC SERVICE" TO ESTABLISH A DIPLOMATIC RESERVE CORPS AND STRENGTHEN LONG-TERM PROFESSIONAL TRAINING FOR THE FOREIGN SERVICE CONTINUE TO RECEIVE DUE CONSIDERATION IN THE 2026 STATE AUTHORIZATION BILL. THAT PROCESS IS STILL UNDERWAY IN THE CONGRESS, AND INCLUDES LANGUAGE TO SUPPORT LONG-TERM PROFESSIONAL TRAINING FOR THE FOREIGN SERVICE. 104000 ADST - A CENTURY OF SERVICE AND SACRIFICE: TO MARK THE CENTENARY OF THE U.S. FOREIGN SERVICE, THE FOUNDATION CONTRACTED WITH THE ASSOCIATION FOR DIPLOMATIC STUDIES AND TRAINING CREATED AN ANTHOLOGY BASED ON ORAL HISTORIES OF MORE THAN 35 STORIES OF HOW AMERICAN DIPLOMATS HAVE PROTECTED U.S. CITIZENS ABROAD, SUPPORTED U.S. BUSINESSES AND FARMERS, SAFEGUARDED OUR COLLECTIVE SECURITY, HEALTH, AND IDEALS, AND MADE THE U.S. SAFER, STRONGER, AND MORE PROSPEROUS. ADST DELIVERED MORE THAN 30 CUSTOMIZED PRESENTATIONS AROUND THE COUNTRY, FROM ALABAMA TO WISCONSIN. THE PRESENTATIONS REMAIN IN HIGH DEMAND AND WILL CONTINUE IN 2026. 809563 95000 GRANTS:COX LANGUAGE AWARDS/ADST $10,000COX SABBATICAL FELLOWSHIPS $40,000GTM 360 BIDDER ASSESSMENT TOOL $45,000 809563 95000 1251663 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 12 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 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 63954 0 0 SHANNON WILDE PRESIDENT 10.00 X X 89650 0 0 GLYN DAVIES FOREIGN SERVICE TRUSTEE 10.00 X 31174 0 0 GREY VANDEMARK TRUSTEE 10.00 X 31174 0 0 JO ELLEN POWELL EXECUTIVE DIRECTOR 30.00 X 132869 0 0 DIAN VAN DE MARK FORMER TRUSTEE 10.00 X 31174 0 0 379995 0 0 1 1 0 0 0 1706410 1706410 17958 17958 1977164 1683089 294075 294075 294075 2018443 0 0 2018443 X 95000 95000 217082 116341 100741 224531 224531 20822 10411 10411 49650 49650 77618 77618 714458 673214 41244 10620 10620 26194 26194 47508 23754 23754 15929 15929 EX OFFICIO 40000 40000 POLICY COUNCIL HONORARI 31598 31598 1571010 1251663 319347 0 1009289 537532 69886753 78311089 18907 42348 70914949 78890969 19289 0 19289 0 X 70895660 78890969 70895660 78890969 70914949 78890969 447433 7547875 0 X 0 0 0 X X 1 US FRGN SVC 530200682 6 1 95000 0 1 95000 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 OR SENIOR BUREAU OFFICIAL 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 OR SENIOR BUREAU OFFICIAL AND HIS/HER STAFF, AND INFORMALLY MEET THROUGHOUT THE YEAR WITH THE DIRECTOR GENERAL OR SENIOR BUREAU OFFICIAL 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 1 US DEPARTMENT OF STATE 22ND C STREETS NW WASHINGTON DC 20520 530200682 170(B)(1)(A)(V) 95000 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 OR SENIOR BUREAU OFFICIAL OF THE FOREIGN SERVICE. THE OFFICERS AND TRUSTEES OF THE FOUNDATION FORMALLY MEET ON AN ANNUAL BASIS WITH THE DIRECTOR GENERAL OR SENIOR BUREAU OFFICIAL AND HIS/HER STAFF AND INFORMALLY MEET THROUGHOUT THE YEAR WITH THE DIRECTOR GENERAL OR SENIOR BUREAU OFFICIAL 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 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 150,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,600. ADST - CENTURY OF SERVICE AND SACRIFICE: PROGRAM SERVICE EXPENSES 104,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,000. MERIDIAN-FGN SVC DIP SEMINARS: PROGRAM SERVICE EXPENSES 187,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 187,500. ADMIN SUPPORT - FROST BANK: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 31,244. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,244. PSA DOS CONGRESS COMM PROJECT EXT: PROGRAM SERVICE EXPENSES 63,614. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,614. MIXED METHODS RESEARCH - FSYF: PROGRAM SERVICE EXPENSES 15,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,000. SOCIAL MEDIA STRATEGY - FSYF: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. ADP III FYE 2024 CARRYOVER - AAD: PROGRAM SERVICE EXPENSES 100,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,000. ISD @ GEORGETOWN DIVERSE DIPLOMACY: PROGRAM SERVICE EXPENSES 42,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,500. PRESIDENT'S CONTINGENCY PROJECT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. 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 95000 CASH