2024-05-15T10:05:56-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 541143646 MARINE CORPS UNIVERSITY FOUNDATION INC MARI 7036406835 PO BOX 122 QUANTICO VA 221340122 ANDREW AMMERMAN PRESIDENT & CEO 7036406835 2024-05-15 1 ANDREW AMMERMAN 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z ANDREW AMMERMAN PO BOX 122 QUANTICO VA 221340122 3809366 0 X WWW.MARINECORPSUNIVERSITYFOUNDATION.ORG X 1980 VA SEE PART III, LINE 1. 22 21 7 20 0 0 1084787 699292 0 0 330530 312071 -34574 -50167 1380743 961196 545649 411159 0 0 654359 638817 0 0 204548 280000 364952 1480008 1414928 -99265 -453732 9252589 9579411 140941 249601 9111648 9329810 TO PROVIDE RESOURCES THAT ENHANCE AND ENRICH THE PROFESSIONAL MILITARY EDUCATION AND LEADERSHIP OF ACTIVE DUTY AND RESERVE MARINES ACROSS THE CORPS. 0 0 1086691 411159 THE FOUNDATION SUPPLEMENTED EXISTING MARINE CORPS UNIVERSITY PROGRAMS BY PROVIDING ADDITIONAL RESOURCES FOR A WIDE RANGE OF PROGRAMS FOR WHICH GOVERNMENT FUNDING IS NOT AVAILABLE. ADDITIONALLY, THE FOUNDATION PROVIDED RESOURCES TO MARINE UNITS AROUND THE WORLD TO SUPPORT PROFESSIONAL MILITARY EDUCATIONAL AND LEADERSHIP OPPORTUNITIES FOR WHICH GOVERNMENT FUNDING IS NOT AVAILABLE. ALL GRANTS AND ALLOCATIONS WERE EXPENDED IN SUPPORT OF THE FOUNDATION'S EXEMPT PURPOSE. 1086691 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA GA MD MI MN MS NJ NY NC PA SC TN VA X SCOTT MANN 7036406835 715 BROADWAY ST 2ND FLOOR QUANTICO VA 22314 RICHARD P MILLS PRESIDENT & CEO 40.00 X X 150000 0 5750 JOHN F KELLY CHAIRMAN 1.00 X X 0 0 0 CHRISTOPHER G OPRISON GENERAL COUNSEL 1.00 X X 0 0 0 HARRY LEE CRISP III TREASURER 1.00 X X 0 0 0 KIM T ADAMSON SECRETARY 1.00 X X 0 0 0 DERRICK T DORTCH TRUSTEE 1.00 X 0 0 0 RAYMOND GILMARTIN TRUSTEE 1.00 X 0 0 0 ART GORMAN TRUSTEE 1.00 X 0 0 0 BOB HUGIN TRUSTEE 1.00 X 0 0 0 MATT JONES TRUSTEE 1.00 X 0 0 0 DONALD R KNAUSS TRUSTEE 1.00 X 0 0 0 ROBERT A LUTZ TRUSTEE 1.00 X 0 0 0 CHARLENE MARSHALL TRUSTEE 1.00 X 0 0 0 DOUG MCGOWAN TRUSTEE 1.00 X 0 0 0 STEVEN PICCIRILLI TRUSTEE 1.00 X 0 0 0 PAUL POHL TRUSTEE 1.00 X 0 0 0 FRANCIS QUINLAN TRUSTEE 1.00 X 0 0 0 KEVIN ROCHFORD TRUSTEE 1.00 X 0 0 0 JORDAN H SAUNDERS TRUSTEE 1.00 X 0 0 0 WILLIAM J SCOTT TRUSTEE 1.00 X 0 0 0 MITCH SHIVERS TRUSTEE 1.00 X 0 0 0 GUY P WYSER-PRATTE TRUSTEE 1.00 X 0 0 0 JON SACHRISON COO 40.00 X 106658 0 2206 JAMES G LACEY ACADEMIC CHAIR (NON STAFF MEMBER) 40.00 X 142000 0 0 MEREDITH K TERRIAN CHIEF DEVELOPMENT OFFICER 40.00 X 119533 0 500 518191 0 8456 4 0 1 0 0 2470 20000 146214 530608 38077 699292 235498 235498 1227 1227 2812528 2735955 76573 76573 76573 55061 146214 112215 -57154 -57154 MISCELLANEOUS 900099 5760 5760 5760 961196 0 0 261904 300353 300353 110806 110806 264615 185230 39692 39693 322379 176280 33863 112236 5880 3021 561 2298 2000 1144 225 631 43943 26946 5501 11496 88142 70514 8814 8814 43518 32203 11315 87122 69698 8712 8712 6032 3016 3016 27465 19313 4076 4076 11457 9165 1146 1146 71972 57578 7197 7197 2021 1617 202 202 4468 3574 447 447 EQUIPMENT & MAINTENANCE 9022 7218 902 902 CREDIT CARD PROC. FEES 4292 2146 2146 BOARD EXPENSES 2701 2161 270 270 PLAN ADMIN 2339 1438 292 609 4401 3270 474 657 1414928 1086691 123689 204548 270115 154839 90858 13862 42709 814 33655 22175 24480 36654 90619 82960 9680 7659 8749708 9315408 2641 28743 28000 9252589 9579411 95982 133142 44959 116459 140941 249601 X 1631908 1338932 7479740 7990878 9111648 9329810 9252589 9579411 -453732 671894 0 X 0 1 X 1 0 X 1208392 674489 1305467 1084787 699292 4972427 1208392 674489 1305467 1084787 699292 4972427 1198912 3773515 360054 229792 108847 144389 236725 1079807 442 2077 6630 5760 14909 6067143 0.62200 0.65630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 6942893 18680 734526 242420 7453679 8031639 14000 -836687 266059 6942893 7294351 8437 991093 262242 8031639 7137380 85799 304259 233087 7294351 6013002 59530 1166620 101772 7137380 0.05570 0.94430 0.00000 0 0 9258 9258 0 20145 12486 7659 61216 61216 0 7659 1589572 671894 671894 917678 43518 43518 961196 1371410 0 1371410 43518 43518 1414928 PART III, LINE 4: VARIETY OF ORIGINAL ARTWORK DISPLAYED AT MARINE CORPS UNIVERSITY, TECOM, AND MCUF OFFICES. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT THE PROGRAMS OF THE ORGANIZATION. SEMPER FIDELIS DINNER 104779 56629 48150 419 61382 1950 15599 RUSSELL LEADERSHIP LUNCHEON 96496 89585 6911 255 3625 12062 350 16573 1 201275 146214 55061 674 3625 73444 2300 32172 112215 -57154 1 MARINE CORPS UNIVERSITY 2076 SOUTH STREET QUANTICO VA 22134 GOV'T AGENCY 281470 0 PROFESSIONAL MILITARY LEADERSHIP AND EDUCATION TRAINING AND EDUCATION COMMAND 1019 ELLIOT ROAD QUANTICO VA 22134 GOV'T AGENCY 5328 0 PROFESSIONAL MILITARY LEADERSHIP AND EDUCATION COMMAND SUPPORT PROGRAM WORLDWIDE QUANTICO VA 22134 GOV'T AGENCY 13555 0 PROFESSIONAL MILITARY LEADERSHIP AND EDUCATION 3 0 SCHOLARSHIPS 3 110806 PART I, LINE 2: THE ORGANIZATION REQUIRES PHYSICAL RECEIPTS/SIGNATURES/AUTHORIZATIONS. DISBURSEMENTS MUST MEET OUR MISSION REQUIREMENTS: "PROVIDE RESOURCES THAT ENHANCE AND ENRICH MARINE CORPS PROFESSIONAL MILITARY EDUCATION AND LEADERSHIP". X 0 0 0 0 0 0 0 1 0 RICHARD P MILLS PRESIDENT & CEO 150000 0 0 0 0 0 5250 0 500 0 155750 0 0 0 PART I, LINE 7 DURING 2023, JON SACHRISON RECEIVED $1,083 IN BONUS COMPENSATION. DURING 2023, MEREDITH TERRIAN RECEIVED $1,083 IN BONUS COMPENSATION. X 1 17840 FMV X 2 20237 AVERAGE PRICE 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANT AND THE AUDIT FIRM. IT WAS REVIEWED BY SENIOR MANAGEMENT AND THEN SENT TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING BY THE PRESIDENT & CEO. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT. QUESTIONS OF POTENTIAL CONFLICTS OF INTEREST ARE RESOLVED THROUGH MANAGEMENT AND THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE. THE COMMITTEE INVESTIGATES ISSUES IN QUESTION AND MAKES RECOMMENDATIONS TO THE CHAIRMAN FOR APPROPRIATE CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS, THE FOUNDATION CHAIRMAN AND VICE CHAIRMAN REVIEW THE PRESIDENT/CHIEF EXECUTIVE OFFICER'S PERFORMANCE AND ATTAINMENT OF STATED GOALS. BASED UPON THIS REVIEW, COMPENSATION ADJUSTMENTS ARE EFFECTED, GOALS ARE ESTABLISHED FOR THE COMING YEAR, AND ADDITIONAL ITEMS OF INTEREST/CONCERN ARE DISCUSSED. RESULTS OF THIS PROCESS ARE DOCUMENTED. THE MOST RECENT REVIEW PROCESS WAS COMPLETED IN NOVEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE FURNISHED UPON REQUEST.