2024-11-14T11:07:38-06:00 2023-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990 2023-01-01 541252635 THE ARMY RETIREMENT RESIDENCE FOUNDATION - POTOMAC ARMY 7037812460 9140 BELVOIR WOODS PKWY FORT BELVOIR VA 22060 CAPT TOM STALLMAN TREASURER 7037812460 2024-11-13 1 0 SCOTT D RODGVILLE CPA P00365285 4103565900 2023 2024-10-15 13:58:12Z CAPT TOM STALLMAN 9140 BELVOIR WOODS PKWY FORT BELVOIR VA 22060 359546 0 X WWW.ARRFP.ORG X 1983 VA ARMY RETIREMENT RESIDENCE FOUNDATION - POTOMAC ("FOUNDATION) ACTS TO INSURE THE STRENGTH OF OUR COMMUNITY AND QUALITY OF OUR RESIDENCE. IT SERVES ALL RESIDENTS IN MEANINGFUL WAYS- FROM PROVIDING A SUPPORTIVE, BEAUTIFUL ENVIRONMENT, TO HELPING RESIDENTS IN FINANCIAL NEED. 12 12 1 15 0 0 134147 148525 0 0 124745 76470 224 529 259116 225524 32428 22428 0 0 86893 108607 0 0 37392 107623 76072 226944 207107 32172 18417 3973943 4486219 222677 220904 3751266 4265315 THE FOUNDATION ACTS TO INSURE THE STRENGTH OF OUR COMMUNITY AND QUALITY OF OUR RESIDENCE. IT SERVES ALL RESIDENTS IN MEANINGFUL WAYS- FROM PROVIDING A SUPPORTIVE, BEAUTIFUL ENVIRONMENT, TO HELPING RESIDENTS IN FINANCIAL NEED. 0 0 84847 22428 AID IN THE PROVISION OF RETIREMENT RESIDENCES FOR RETIRED OFFICERS AND THEIR SPOUSES FROM THE U.S. UNIFORMED SERVICES, CIA, FBI, FOREIGN SERVICE AND OTHER FEDRAL AGENCIES AS WELL AS PARENTS OF ACTIVE AND RETIRED MILITARY PERSONNEL AND CIVILIANS. ACTS AS A SPONSOR OF THE FIRFAX LIFECARE RETIREMENT COMMUNITY (THE FAIRFAX), IN COORDINATION WITH SUNRISE ASSISTED LIVING, INC. (SUNRISE), THE CURRENT OPERATOR. 84847 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X X X CAPT TOM STALLMAN 7037811740 9140 BELVOIR WOODS PKWY FORT BELVOIR VA 220602703 BG ROBERT JORGENSEN USA RET PRESIDENT, EXECUTIVE 1.00 X X 0 0 0 MG RUSSELL L FUHRMAN USA RET VICE-PRESIDENT, EXECUTIVE, 0.50 X X 0 0 0 COL STEPHEN L HILL PROPERTY COMMITTEE 0.50 X 0 0 0 CAPT THOMAS F STALLMANCECUSN RET TREASURER, EXECUTIVE, PROPERTY, AND G&A COMMITTEES 1.00 X X 0 0 0 LTC MARTHA KIENE USA RET PROPERTY COMMITTEE 0.50 X 0 0 0 MG JOHN ALTENBURG JR USA RET EXECUTIVE, BYLAW AND G & A COMMITTEES 0.50 X 0 0 0 COL PAUL JACKSON RICE USA RET EXECUTIVE, INVESTMENT, G&A COMMITTEE 0.50 X 0 0 0 COL JOSEPH SCHWEITZER USA RET BYLAW AND INVESTMENT COMMITTEES 0.50 X 0 0 0 BRENDA DUVALL INVESTMENT COMMITTEE 0.50 X 0 0 0 MG CHARLES W FLETCHER JR USA RET G&A COMMITTEE 0.50 X 0 0 0 ROSEMARY HARRIS INVESTMENT COMMITTEE 0.50 X 0 0 0 COL JOHN LEE COUCH USA RET PROPERTY COMMITTEE 0.50 X 0 0 0 DIANA CARDWELL EXECUTIVE DIRECTOR 40.00 X 121975 0 0 121975 0 0 1 0 0 0 0 51500 97025 148525 76469 76469 134023 134022 1 1 1 OTHER INCOME 900099 529 529 529 225524 529 0 76470 22428 22428 98182 29455 44182 24545 10425 3128 4691 2606 19600 980 18620 3793 3793 9222 4611 4611 2780 2780 MISCELLANEOUS EXPENSES 10821 10770 51 LANDSCAPING AND MAINTEN 10304 10304 PERSONNEL COST 9939 2981 4473 2485 FUNDRASING EVENT 7756 7756 1857 190 1667 207107 84847 84868 37392 98614 165633 681302 6096 675206 675206 3040133 3529737 159990 115643 3973943 4486219 222677 220904 222677 220904 X 3659973 4182619 91293 82696 3751266 4265315 3973943 4486219 18417 495632 0 X 0 1 X 0 0 X 238329 181315 112598 134371 148525 815138 238329 181315 112598 134371 148525 815138 44278 770860 68388 58179 66940 57183 76469 327159 224 529 753 1143050 0.67440 0.68410 X PART II EFFECTIVE JANUARY 1, 2017, THE U.S. INTERNAL REVENUE SERVICE (IRS) ACKNOWLEDGED AND NOTIFIED THE FOUNDATION THAT IT WOULD BE TREATED AS A PUBLIC CHARITY AS DESCRIBED UNDER IRC SECTION CODES 509(A)(1) AND 170(B)(1)(A)(VI) FOR A PROBATIONARY PERIOD OF 60 MONTHS TO END ON DECEMBER 31, 2021. THE FOUNDATION HAS FILED THE FEDERAL FORM 990-PF FROM 2017 THROUGH 2021 AND WILL BE FILING THE FEDERAL FORM 990 AS A PUBLIC CHARITY STARTING FOR THE YEAR ENDED DECEMBER 31, 2022, AND ONWARDS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 675206 675206 6096 6096 0 675206 MEMBER DEPOSITS 217100 CHARITABLE GIFT ANNUITY 3804 220904 X 717363 495632 495632 221731 3793 3793 225524 203314 0 203314 3793 3793 207107 PART X, LINE 2: THE FOUNDATION IS A PUBLIC CHARITY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS NO TAX POSITIONS THAT REQUIRE DISCLOSURE OR RECOGNITION. 0 AID FOR MONTHLY LIVING EXPENSES 1 22428 CASH FORM 990, PART VI, SECTION A, LINE 6 ELIGIBLE MEMBERS JOIN THE FOUNDATION TO SUPPORT THE FOUNDATION'S PURPOSE. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS VOTE FOR BOARD OF DIRECTORS WHO ARE UP FOR ELECTION EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS IS REQUIRED TO TO REVIEW AND SIGN CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.