2026-08-11T17:27:57-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVE 17TH FLOOR WOODLAND HILLS CA 91367 990 2024-10-01 521509402 THE CATHERINE B REYNOLDS FOUNDATION INC CATH 2028338880 PO BOX 650157 STERLING VA 20165 MATTHEW MURRAY TREASURER 2028338880 2026-08-07 1 1 SHASHI MIRPURI P00874030 8189950090 2026-08-07 2024 2025-03-06 01:10:19Z CATHERINE B REYNOLDS PO BOX 650157 STERLING VA 20165 720827 0 X WWW.CBRF.ORG X 1986 MD SEE PART III, LINES 1 AND 4A 5 3 3 0 0 0 0 0 0 0 536989 655744 24000 65083 560989 720827 2587500 2490000 0 0 1872048 1180460 0 0 0 1158483 815599 5618031 4486059 -5057042 -3765232 24639270 21871725 205981 137103 24433289 21734622 TO SUPPORT A VARIETY OF PHILANTHROPIC PROGRAMS INCLUDING BUT NOT LIMITED TO IN THE AREAS OF EDUCATION, THE ARTS, AND RESEARCH, THROUGH GRANT MAKING TO OTHER 501(C) ORGANIZATIONS. 0 0 3378123 2490000 TO MAKE GRANTS TO OTHER 501(C)(3) ORGANIZATIONS IN FURTHERANCE OF ITS MISSION, FOCUSED UPON FOSTERING AN EDUCATED CITIZENRY THROUGH SUPPORT OF EDUCATION, THE ARTS, RESEARCH AND A VARIETY OF OTHER CHARITABLE AND EDUCATIONAL ACTIVITIES.DURING ITS FISCAL YEAR ENDING SEPTEMBER 30, 2025, THE ORGANIZATION HAS MADE GRANTS TOTALING $2,490,000 AND HAS PAID OUT $2,490,000 IN CASH CONTRIBUTIONS TO 12 DIFFERENT CHARITABLE ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 3378123 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 9 0 1 3 1 0 1 CJ 0 0 0 0 0 0 0 0 1 0 X 5 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE CATHERINE B REYNOLDS FOUNDATION INC 2028338880 PO BOX 650157 STERLING VA 20165 CATHERINE REYNOLDS CHAIRMAN OF THE BOARD & CE 40.00 X X 1102046 0 66383 WAYNE REYNOLDS DIRECTOR 2.00 X 0 0 0 JOSEPH RALSTON DIRECTOR 2.00 X 0 0 0 STEPHEN GLOVER DIRECTOR 2.00 X 0 0 0 MARGERY KRAUS DIRECTOR 2.00 X 0 0 0 MATTHEW MURRAY TREASURER 5.00 X 0 0 0 STEVE CADY SECRETARY 2.00 X 0 0 0 VANESSA MOORE EXECUTIVE ASSISTANT TO CHA 40.00 X 164846 0 25855 ETHEL TERRADO-LOWE DIRECTOR OF NEW MEDIA & DE 40.00 X 177810 0 8920 1444702 0 101158 3 0 1 0 0 655744 655744 MISCELLANEOUS INCOME 541900 41083 41083 REIMBURSED EXPENSES 541900 24000 24000 65083 720827 0 0 720827 2490000 2490000 804159 268026 536133 167480 55821 111659 46585 15527 31058 107162 35717 71445 55074 18356 36718 60149 20048 40101 49005 16333 32672 76915 25636 51279 6305 2101 4204 24646 8215 16431 79946 26646 53300 75958 25317 50641 101692 33894 67798 PROGRAM SUPPORT 334237 334237 0 BANK SERVICE FEES 2984 995 1989 LICENSES AND PERMITS 1939 646 1293 PAYROLL SERVICE 1823 608 1215 4486059 3378123 1107936 0 122 122 1819487 2120211 4000 2120 97506 72031 664335 346527 312223 317808 16171744 13933617 6234188 5425816 24639270 21871725 205981 137103 205981 137103 X 24433289 21734622 24433289 21734622 24639270 21871725 -3765232 1066565 0 X X 1 X 0 1 0 X 247263 247263 2998350 2585605 975644 0 0 6559599 2998350 2832868 975644 6806862 0 0 0 6806862 608179 564322 516186 536989 655744 2881420 608179 564322 516186 536989 655744 2881420 -12643 -5438 -5959 -2769 -26809 54362 24000 34156 24000 65083 201601 3648248 3415752 1520027 558220 720827 9863074 0.69010 0.77070 0.29210 0.20030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REIMBURSED EXPENSES - 2020 AMOUNT: $ 54,362. 2021 AMOUNT: $ 24,000. 2022 AMOUNT: $ 24,000. 2023 AMOUNT: $ 24,000. 2024 AMOUNT: $ 24,000. ADMINISTRATIVE FEES - 2022 AMOUNT: $ 10,156. OTHER INCOME - 2024 AMOUNT: $ 41,083. 51725 51725 0 514238 196430 317808 98372 98372 0 317808 ABSOLUTE RETURN 2901382 F HEDGED EQUITY 874355 F PRIVATE EQUITY LPS 1650079 F 5425816 X PART X, LINE 2: NONPROFIT ORGANIZATIONS ARE NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES, EXCEPT ACTIVITIES WHICH CREATE UNRELATED BUSINESS INCOME. ASC 740, INCOME TAXES, REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING AN ENTITY'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD OF BEING SUSTAINED WOULD BE RECORDED AS A TAX BENEFIT IN THE CURRENT PERIOD. MANAGEMENT HAS REVIEWED ALL OPEN TAX YEARS (2022 TO 2025) AND MAJOR JURISDICTIONS AND CONCLUDED IT HAS NO TAX LIABILITY RESULTING FROM UNRECOGNIZED TAX BENEFITS RELATING TO UNCERTAIN INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN FUTURE RETURNS. 1 ALASKA AVIATION HERITAGE MUSEUM 4721 AIRCRAFT DRIVE ANCHORAGE AK 99502 920071852 501(C)(3) 10000 0 GENERAL SUPPORT AMERICAN ACADEMY OF ACHIEVEMENT 1222 16TH STREET NW WASHINGTON DC 20036 756042129 501(C)(3) 2150000 0 GENERAL SUPPORT BIRMINGHAM BOTANICAL SOCIETY INC 2612 LANE PARK ROAD BIRMINGHAM AL 35223 630495111 501(C)(3) 10000 0 GENERAL SUPPORT BLACK STUDENT FUND 3636 16TH STREET NW 4TH FLOOR WASHINGTON DC 20010 526053597 501(C)(3) 10000 0 GENERAL SUPPORT CENTRONIA 1420 COLUMBIA ROAD NW WASHINGTON DC 20009 251689720 501(C)(3) 10000 0 GENERAL SUPPORT CLOSE UP FOUNDATION 1330 BRADDOCK PLACE SUITE 400 ALEXANDRIA VA 22314 237122882 501(C)(3) 10000 0 GENERAL SUPPORT COAST GUARD FOUNDATION 394 TAUGWONK ROAD STONINGTON CT 06378 042899862 501(C)(3) 12500 0 GENERAL SUPPORT JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS 2700 F STREET NW WASHINGTON DC 20566 530245017 501(C)(3) 250000 0 GENERAL SUPPORT UNIVERSITY OF MISSISSIPPI FOUNDATION 406 UNIVERSITY AVE OXFORD MS 38655 237310293 501(C)(3) 25000 0 GENERAL SUPPORT WASHINGTON NATIONAL CATHEDRAL 3101 WISCONSIN AVE NW WASHINGTON DC 20016 530196604 501(C)(3) 10000 0 GENERAL SUPPORT 10 0 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF FUNDS IT GRANTS TO OTHER NON-PROFIT ORGANIZATIONS AND TO GOVERNMENT ENTITIES IN A VARIETY OF WAYS, INCLUDING FIRST-HAND MONITORING, BOARD AFFILIATIONS, AND REPUTATIONAL AND OTHER FEEDBACK. X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 CATHERINE REYNOLDS CHAIRMAN OF THE BOARD & CE 643569 0 440000 0 18477 0 30500 0 35883 0 1168429 0 0 0 VANESSA MOORE EXECUTIVE ASSISTANT TO CHA 154385 0 10000 0 461 0 7719 0 18136 0 190701 0 0 0 ETHEL TERRADO-LOWE DIRECTOR OF NEW MEDIA & DE 167310 0 10000 0 500 0 8366 0 554 0 186730 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES FIRST CLASS TRAVEL FOR ITS SENIOR EXECUTIVES WHEN APPROPRIATE PURSUANT TO THE ORGANIZATION'S TRAVEL POLICY. WAYNE REYNOLDS THE AMERICAN ACADEMY OF ACHIEVEMENT'S PRESIDENT & CHAIRMAN IS MR. REYNOLDS 2150000 GRANTS ARE PROVIDED FROM THE ORGANIZATION TO THE AMERICAN ACADEMY OF ACHIEVEMENT. 0 WAYNE REYNOLDS THE AMERICAN ACADEMY OF ACHIEVEMENT'S PRESIDENT & CHAIRMAN IS MR. REYNOLDS 79946 OFFICE RENT IS PAID BY THE ORGANIZATION TO THE AMERICAN ACADEMY OF ACHIEVEMENT FOR OFFICE SPACE LEASED TO THE ORGANIZATION. 0 WAYNE REYNOLDS THE AMERICAN ACADEMY OF ACHIEVEMENT'S PRESIDENT & CHAIRMAN IS MR. REYNOLDS 24000 ACCOUNTING AND ADMINISTRATIVE SERVICES ARE PROVIDED BY THE ORGANIZATION TO THE AMERICAN ACADEMY OF ACHIEVEMENT. 0 FORM 990, PART VI, SECTION A, LINE 2 CATHERINE REYNOLDS AND WAYNE REYNOLDS, FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 REVIEW POLICY IS AS FOLLOWS: 1. THE ORGANIZATION PROVIDES ITS BOARD OF DIRECTORS WITH THE ORGANIZATION'S FORM 990 EACH YEAR PRIOR TO FILING THE FORM 990 WITH THE IRS. 2. THE AUDIT COMMITTEE OR A SPECIAL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. TO ASSIST THE AUDIT COMMITTEE OR A SPECIAL COMMITTEE WITH ITS REVIEW OF THE FORM 990, THE AUDIT COMMITTEE OR A SPECIAL COMMITTEE MAY, AMONG OTHER THINGS, SPEAK WITH THE ACCOUNTANT WHO PREPARED THE FORM 990 AND COUNSEL WHO REVIEWED THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C MONITORING, COMPLIANCE ENFORCEMENT, AND PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST MONITORING AND COMPLIANCE ENFORCEMENT - EACH DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE, AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY. B. HAS READ AND UNDERSTANDS THE POLICY. C. HAS AGREED TO COMPLY WITH THE POLICY. D. UNDERSTANDS THAT THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE IN PRIMARILY ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH TAX-EXEMPT PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER TAX-EXEMPT PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A BOARD MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE BOARD MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE BOARD MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE BOARD MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THE BOARD MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR OFFICERS IS APPROVED ANNUALLY BY THE SPECIAL COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT BOARD MEMBERS. ADDITIONALLY, THE SPECIAL COMMITTEE MEMBERS UTILIZE THE EXPERTISE OF AN INDEPENDENT COMPENSATION EXPERT WHO MEETS WITH THE SPECIAL COMMITTEE MEMBERS AND PROVIDES AND REVIEWS A COMPENSATION COMPARABILITY REPORT, IN ACCORDANCE WITH BEST PRACTICES OUTLINED BY THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION C, LINE 19 TO THE EXTENT REQUIRED BY LAW, THE FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE, COMPRISED OF INDEPENDENT BOARD MEMBERS, THAT ASSUMES OVERSIGHT OF THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR FISCAL YEAR.