2024-09-20T12:05:24-07:00 2023-12-31 990 2023-01-01 541752985 BERNIE L BATES FOUNDATION INC BERN 7038017091 5900 Barclay Drive Number 150653 Alexandria VA 22315 Jeffrey Owens Treasurer 7038017091 2024-08-19 1 2023 2024-08-08 14:25:15Z X X Bernie L Bates Foundation Inc 5900 Barclay Drive Number 150653 Alexandria VA 22315 156496 0 X www.blbinc.org X 1995 VA The Foundation awards scholarships to college bound students and college students; sponsors and supports community based organizations and schools focused on educational activities and quality of life improvements. Foundation supports Food Banks and community activities such as talent enrichment, college preparation programs, and support and mentor youth. 15 15 0 0 0 0 118741 146916 0 0 12218 9580 0 0 130959 156496 112161 109237 0 0 0 0 179 115 115 34197 13750 146537 123102 -15578 33394 424377 451195 0 130000 424377 321195 X The Bernie L Bates Foundation, Inc. shall award scholarships to college students and college-bound students. The Foundation shall provide support to the less fortunate by assisting to feed, clothe, house, and educate them. The Foundation will support food banks and other helping facilities in the community. The Foundation shall assist in community activities such as talent enrichment and college preparation programs. The Foundation shall seek out opportunities to support and mentor our youth in the community. 0 0 40500 40500 Scholarship Recipients: Camron Jackson-Berklee School of Music-$5,000; Katelynn Park-Brown University-$4,000;Ian McDaniels-Cornell University-$3,500;Belen Telahun-Univ of Mary Washington-$2,500; Kailah Augustine-Virginia Commonwealth Univ-$2,500; May Bentley-Univ of Miami-$2,000; Bhargav Venkata-Univ of Virginia-$2,000; Daryn Dickens-Howard Univ-$2,000; Ellias Awel-Virginia Commonwealth Univ-$2,000; Henry Davis-Jones-Savannah College of Art and Design-$2,000; Kamryn Shuler-Virginia Commonwealth Univ-$2,000; Kelvin Robinson-Hampton Univ-$2,000; Marcus Bailey, Jr.-NC A&T Univ-$2,000; Mariamawit Ezechie-George Mason Univ-$2,000; Ronald Woods-Ursinus College-$2,000; Yordanos Hailu-Northern Virginia Comm College-$2,000; Elaine Ranson-Spelman College-$1,000 31014 31014 Social Action and Community Support: Reading for Success-$300; Community Recognition-$2500; Fairfax County Foster Care-$1,800; Columbia Training Center-$3,260; Ghana Boreholes-Water for Life-$4,000; Gum Springs and Fort Belvior (Christmas and Thanksgiving Donations)-$290; Student Awards Program-$6,915; ManUP Mentoring Program-$2,220; Privilege Award-$8729; George Mason University Foundation-$1,000 2100 2100 Talent Hunt Awards: Camron Jackson-$1,000; Noah Tajudeen-$500; Christopher Jackson-$250; Chamir Yarborough-$250; Azarlya Bates-$50; Alayshia Spears-$50 36257 73302 Other Program Services 36257 0 73302 109871 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X X Jeffrey L Owens 7038017091 PO Box 150653 Alexandria VA 223150563 Marvin Chisolm President 4 X X 0 0 0 Hector Sheppard Jr Vice President 4 X X 0 0 0 Kenneth M Younger Secretary 6 X X 0 0 0 Jeffrey L Owens Treasurer 6 X X 0 0 0 Kerry Bell Assistant Treasurer 4 X X 0 0 0 Bradford M Caldwell Assistant Secretary 4 X X 0 0 0 Jerome W Haggins Director 3 X 0 0 0 Antonio Coleman Director 3 X 0 0 0 Myron B McDaniels Director 3 X 0 0 0 Norris C Middleton Director 3 X 0 0 0 Richard G Morris Director 3 X 0 0 0 Ray A Buckner Director 3 X 0 0 0 Mario T Powell Director 3 X 0 0 0 James W Cherry Director 3 X 0 0 0 Chester W Keller Director 3 X 0 0 0 0 0 0 0 0 0 0 0 2427 0 87901 0 0 56588 0 146916 0 9580 9580 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 87901 0 0 0 0 0 156496 9580 0 0 1000 1000 108237 108237 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 115 115 0 0 0 0 0 0 0 0 2660 0 2660 0 4131 0 4131 0 5925 0 5925 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 400 0 400 0 Investment Expenses 634 634 0 0 123102 109871 13116 115 X 33257 41139 12304 7161 0 0 0 0 0 0 0 0 59547 56147 0 0 0 0 0 0 0 319269 346748 0 0 0 0 0 0 424377 451195 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 130000 0 130000 X 424377 321195 0 0 424377 321195 424377 451195 X 33394 -2542 0 -634 0 -133400 X 0 1 X 1 0 X 64619 61917 92159 118741 146916 484352 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 64619 61917 92159 118741 146916 484352 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 484352 15637 3434 16154 12218 9580 57023 0 0 0 0 0 0 15637 3434 16154 12218 9580 57023 0 0 0 0 0 0 0 0 0 0 0 0 80256 65351 108313 130959 156496 541375 0.89467 0.87303 0.10533 0.12697 X 346748 F 0 346748 0 $1M Challenge 73855 Million Dollar Challenge Donations 26145 $1M Dollar Challenge Insurance 30000 130000 Achievement Week 11698 0 11698 0 0 0 0 0 0 Golf Tournament 24272 0 24272 0 0 0 0 0 0 5 51931 0 51931 0 0 0 0 0 0 87901 0 87901 0 0 0 0 0 0 0 87901 1 Scholarships and cash grants. 35 52775 Schedule I, Part I, Line 2 The Bernie L Bates Foundation, Inc conducts an extensive scholarship program via an application process that includes an evaluation of all extracurricular activities, community activities, and a written essay. Funds are distributed directly to the colleges that the students are selected to attend. Form 990, Header, Line B Correction to Part VI, Section B Policies, Lines 13 and 14. Form 990, Part III, Line 4d Other Expenses- $36,257: Achievement Week-$13,399; New Years Eve-$11,914; Golf Classic-$10,540; Other-$404 Form 990, Part VI, Section B, Line 11b The Treasurer approved Form 990 and provided a copy to the Officers. Form 990, Part VI, Section B, Line 12c All Directors are required to identify any conflicts of interests with any activities involving the Bernie L Bates Foundation. No improprieties have been identified during the audit review process. Form 990, Part VI, Section C, Line 19 All Policies and Procedures are provided on the website and provided to the public upon request. Form 990, Part X, Line 7 Board of Directors in conjunction with affiliated organization (Psi Alpha Alpha) special million dollar campaign to donate to the foundation via cash or life insurance. Funds received in the amount of $3,400. Notes Receivable decreased from $59,547 to $56,147;(-$3,400) Form 990, Part XI, Line 9 Notes Receivable decreased $59,547 to $56,147 (-$3,400) and Total Liabilities (-$130,000) Psi Alpha Alpha Chapter Omega Psi Phi Fraternity Inc PO Box 30876 Alexandria VA 22310 Social Service VA 501(c)(7) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 Psi Alpha Alpha Chapter Omega Psi Phi Fraternity Inc l 87901 Use of fundraising software licensed to the Bernie L Bates Foundation, Inc.