2026-06-10T07:32:13-05:00 2025-09-30 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2024-10-01 541827596 AIAA FOUNDATION AIAA 7032647500 12700 SUNRISE VALLEY DR 200 RESTON VA 201915807 LINDA MONTGOMERY CHIEF FINANCIAL OFFICER 7032647500 2026-06-09 1 0 J CALVIN MARKS P01226973 9197196400 2024 2025-03-06 01:10:19Z EUGENE C MOWRY 12700 SUNRISE VALLEY DR 200 RESTON VA 201915807 2083177 0 X WWW.AIAA.ORG X 1996 VA TO PROMOTE EDUCATION AND RECOGNIZE EXCELLENCE IN THE AEROSPACE COMMUNITY. 9 8 0 150 0 0 559429 329096 0 0 682224 1150220 0 0 1241653 1479316 298174 313099 0 0 0 0 0 0 28278 868106 776922 1166280 1090021 75373 389295 21207769 23017664 320620 316533 20887149 22701131 X THE PURPOSE OF THE AIAA FOUNDATION, IN CONJUNCTION WITH AIAA, IS TO PROMOTE EDUCATION AND RECOGNIZE EXCELLENCE WITHIN THE AEROSPACE COMMUNITY BY INSPIRING AND SUPPORTING THE NEXT GENERATION OF AEROSPACE PROFESSIONALS, PRACTICING AEROSPACE PROFESSIONALS, AND THE INSTITUTIONS ENGAGED IN AEROSPACE EDUCATION AND PRACTICE. 0 0 809243 313099 EDUCATION - THE AIAA FOUNDATION PROMOTES EDUCATIONAL ADVANCEMENT AND TECHNICAL EXCELLENCE IN THE AEROSPACE COMMUNITY BY PROVIDING FINANCIAL SUPPORT FOR UNDERGRADUATE AND GRADUATE SCHOLARSHIPS, STUDENT TECHNICAL PAPER CONFERENCES, AEROSPACE DESIGN COMPETITIONS, AND AWARDS RECOGNIZING OUTSTANDING ACHIEVEMENT IN VARIOUS AEROSPACE FIELDS. THE FOUNDATION ALSO PROMOTES STEM ACTIVITY AT THE K12 AND COLLEGIATE LEVELS, PROVIDES GRANTS AND ACHIEVEMENT AWARDS TO STEM EDUCATORS, AND PROVIDES RECOGNITION PLATFORMS FOR SIGNIFICANT AEROSPACE TECHNICAL AND COMMUNITY CONTRIBUTIONS.ALL SCHOLARSHIPS, AWARDS, AND DESIGN COMPETITION RECIPIENTS ARE SELECTED BY INDEPENDENT PANELS OF SUBJECT MATTER EXPERTS. DURING FY25, THE FOUNDATION AWARDED 30 SCHOLARSHIPS AND GRADUATE AWARDS, PRESENTED 16 PROFESSIONAL AWARDS, SUPPORTED 7 STUDENT CONFERENCES, SUPPORTED 17 DESIGN COMPETITIONS, RECOGNIZED 31 RISING STARS IN AEROSPACE, AND ISSUED 89 EDUCATOR GRANTS AND AWARDS. 809243 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 22 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NM NJ NY NC ND OH OK OR PA RI SC TN VA WV WI X X LINDA MONTGOMERY 7032647500 12700 SUNRISE VALLEY DR 200 RESTON VA 201915807 DANIEL L DUMBACHER EXECUTIVE DIRECTOR/SECRETARY (OUTGOING FY25) 1.00 37.50 X X 487884 0 14847 KAREN ROSENBLUM SVP, FINANCE, ADMIN & CFO (OUTGOING FY25) 1.00 37.50 X 340364 0 42630 MERRIE SCOTT SVP, MEMBERSHIP ENGAGEMENT 1.00 37.50 X 223688 0 25021 EUGENE MOWRY CEO/SECRETARY (INCOMING FY25) 1.00 37.50 X X 107142 0 109 LINDA MONTGOMERY CHIEF FINANCIAL OFFICER (INCOMING FY25) 1.00 37.50 X 0 0 0 DANIEL HASTINGS AIAA PRESIDENT 1.00 1.00 X X 0 0 0 LAURA MCGILL IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 R STEVEN JUSTICE TREASURER 1.00 1.00 X X 0 0 0 DANA KEOKI JACKSON AIAA PRESIDENT-ELECT (INCOMING FY25) 1.00 1.00 X 0 0 0 CARISSA CHRISTENSEN TRUSTEE 1.00 X 0 0 0 ANTHONY DESIMONE TRUSTEE (INCOMING FY25) 1.00 X 0 0 0 HOWARD MCKENZIE TRUSTEE 1.00 X 0 0 0 KRISTI MORGANSEN TRUSTEE 1.00 X 0 0 0 MARY SNITCH TRUSTEE (OUTGOING FY25) 1.00 X 0 0 0 1159078 0 82607 4 0 1 0 0 329096 329096 854081 854081 900000 603861 296139 296139 296139 1479316 0 0 1150220 184225 184225 106999 106999 21875 21875 10440 10440 33941 29720 4212 9 1397 684 33 680 18897 16206 2842 -151 42696 26098 9427 7171 146392 141708 4684 124282 123479 802 1 ALLOCATIONS 395755 155515 230113 10127 TAXES & LICENSES 3122 2734 387 1 1090021 809243 252500 28278 53705 131667 7920 21146144 22885997 21207769 23017664 14625 15496 305995 301037 320620 316533 X 15637149 16992131 5250000 5709000 20887149 22701131 21207769 23017664 X 389295 1421828 -141 3000 X 0 1 X 1 0 X X 1 AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS 131677290 10 1 0 1090021 1 0 1090021 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7580000 40325 965388 112399 94314 8379000 6205000 45341 1527341 109149 88533 7580000 5578000 62415 830346 206699 59062 6205000 5694000 1341984 -1335418 95513 27053 5578000 4473500 362885 972194 98046 16533 5694000 0.34410 0.65590 0.00000 0 0 0 DUE TO INSTITUTE 301037 301037 X PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO FUND SCHOLARSHIPS, AWARDS, AND CERTAIN PROGRAMS. PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THROUGH SEPTEMBER 30, 2025. 0 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES GRANTMAKING 4475 EUROPE 0 0 PROGRAM SERVICES GRANTMAKING 8750 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES GRANTMAKING 4000 NORTH AMERICA 0 0 PROGRAM SERVICES GRANTMAKING 1800 SOUTH ASIA 0 0 PROGRAM SERVICES GRANTMAKING 1350 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES GRANTMAKING 1500 0 0 0 0 0 0 21875 0 21875 ASHLEY AWARD MIDDLE EAST & NORTH AFRICA 1 4000 WIRE TRANSFER JAMES H STARNES JR AWARD EUROPE 1 4000 WIRE TRANSFER DESIGN, BUILD, & FLY COMPETITION AWARD EAST ASIA & PACIFIC 1 2000 WIRE TRANSFER REGIONAL STUDENT CONFERENCE AWARD EAST ASIA & PACIFIC 5 1475 WIRE TRANSFER REGIONAL STUDENT CONFERENCE AWARD NORTH AMERICA 4 1300 WIRE TRANSFER DESIGN COMPETITION PROCESS AWARD EUROPE 3 1250 WIRE TRANSFER GNC STUDENT PAPER AWARD EAST ASIA & PACIFIC 2 1000 WIRE TRANSFER REGIONAL STUDENT CONFERENCE AWARD SOUTH ASIA 3 850 WIRE TRANSFER DESIGN COMPETITION PROCESS AWARD NORTH AMERICA 1 500 WIRE TRANSFER HH STRUCTURES BEST STUDENT AWARD SOUTH ASIA 1 500 WIRE TRANSFER REGIONAL STUDENT CONFERENCE AWARD EUROPE 1 500 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: AWARDEES ARE SELECTED BY COMMITTEE BASED ON MERIT. DOCUMENTATION IS REQUIRED BEFORE A GRANT IS MADE. 1 PURDUE UNIVERSITY 610 PURDUE MALL WEST LAFAYETTE IN 47907 356002041 115(A) 15000 0 GENERAL SUPPORT GEORGIA INSTITUTE OF TECHNOLOGY 760 SPRING ST NW SUITE 400 ATLANTA GA 30308 586002023 115(A) 13000 0 GENERAL SUPPORT UNIVERSITY OF COLORADO 1800 GRANT ST SUITE 800 DENVER CO 80203 846000555 115(A) 11000 0 GENERAL SUPPORT WORCESTER POLYTECHNIC INSTITUTE 100 INSTITUTE RD WORCESTER MA 01609 042121659 501(C)(3) 10250 0 GENERAL SUPPORT GEORGE WASHINGTON UNIVERSITY 2121 EYE ST NW WASHINGTON DC 20052 530196584 501(C)(3) 10000 0 GENERAL SUPPORT HOWARD UNIVERSITY 2400 6TH ST NW WASHINGTON DC 20059 530204707 501(C)(3) 10000 0 GENERAL SUPPORT SPELMAN COLLEGE 350 SPELMAN LN SW ATLANTA GA 30314 580566243 501(C)(3) 10000 0 GENERAL SUPPORT STANFORD UNIVERSITY 485 BROADWAY REDWOOD CITY CA 94063 941156365 501(C)(3) 10000 0 GENERAL SUPPORT UNIVERSITY OF WISCONSIN-MADISON 711 STATE ST MADISON WI 53706 396006492 115(A) 10000 0 GENERAL SUPPORT WHEATON COLLEGE 501 COLLEGE AVE WHEATON IL 60187 362182171 501(C)(3) 10000 0 GENERAL SUPPORT 10 0 REGIONAL STUDENT CONFERENCE AWARD 51 17875 HASSAN GRAD AWARD 2 16000 EDUCATOR AWARD 3 15000 NEIL ARMSTRONG SCHOLARSHIP FUN AWARD 1 10000 WRIGHT BROTHERS GRADUATE AWARD 1 10000 SPEAS AWARD 2 7500 DESIGN COMPETITION PROCESS AWARD 8 4900 GNC TC GRADUATE AWARD 1 3500 DIGITAL AVIONICS TC UNDERGRAD AWARD 1 3000 GNC STUDENT PAPER AWARD 4 3000 LPTC UNDERGRADUATE SCHOLARSHIP AWARD 1 2500 INTERNATIONAL STUDENT PAPER CO AWARD 2 2000 GHIA AWARD 1 1500 SUMMERFIELD GRADUATE AWARD 1 1500 ATWOOD GRADUATE AWARD 1 1250 ABPTC COMP & GRAD AWARD 1 1000 PIPER/GASTC AWARD 1 1000 W LEMPERT BEST STUDENT PAPER AWARD 3 700 WEAVER FUND AWARD 1 599 COLLIER RES AIAA STRUCTURES AWARD 1 500 DANIEL GUGGENHEIM AWARD 1 500 DEFLOREZ AWARD 1 500 LM STRUCTURES BEST STUDENT AWARD 1 500 LYNCH AWARD 1 500 REED AWARD 1 500 SPERRY AWARD 1 500 ZAREM GRADUATE ENDOWMENT AWARD 1 500 THE GARDNER-LASSER AERO AWARD 1 175 PART I, LINE 2: AWARDEES ARE SELECTED BY COMMITTEE BASED ON MERIT. DOCUMENTATION IS REQUIRED BEFORE A GRANT IS MADE. 0 0 0 0 0 0 0 0 0 DANIEL L DUMBACHER EXECUTIVE DIRECTOR/SECRETARY (OUTGOI 371639 0 110970 0 5275 0 13800 0 1047 0 502731 0 0 0 KAREN ROSENBLUM SVP, FINANCE, ADMIN & CFO (OUTGOING 259850 0 76950 0 3564 0 13800 0 28830 0 382994 0 0 0 MERRIE SCOTT SVP, MEMBERSHIP ENGAGEMENT 185381 0 36620 0 1687 0 9118 0 15903 0 248709 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES ARE PROVIDED WITH A LINK TO FORM 990 BY EMAIL AND ASKED TO REVIEW THE FORM. MANAGEMENT REVIEWS FORM 990 BY VALIDATING THE ANSWERS AND RECONCILING FINANCIAL INFORMATION TO THE AUDITED FINANCIAL STATEMENTS TO ENSURE ACCURACY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, FOUNDATION BOARD MEMBERS AND STAFF ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT AND DISCLOSURE STATEMENTS AND CERTIFY THAT THE REQUIREMENTS OF THIS POLICY HAVE BEEN MET. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE AIAA WEBSITE. FORM 990, PART XI, LINE 9: RETURNED GRANTS 3,000. AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS 12700 SUNRISE VALLEY DR STE 200 RESTON VA 20191 131677290 EDUCATION VA 501(C)(3) 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0