2023-05-31T15:52:26-05:00 2022-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-10-01 521152624 UNIVERSITY OF DC FOUNDATION INC UNIV 2022745312 4200 CONNECTICUT AVENUE NW WASHINGTON DC 20008 RODNEY TRAPP EXECUTIVE SECRETARY 2022745312 2023-05-31 1 RODNEY TRAPP 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JOSEPH M PERTA 4200 CONNECTICUT AVENUE NW WASHINGTON DC 20008 13313177 0 X WWW.UDC.EDU/FOUNDATION X 1978 DC SEE PART III, LINE 1. 11 10 0 12 0 0 3124933 5547962 0 0 645334 514450 0 0 3770267 6062412 546336 1074758 0 0 96898 94961 0 0 111129 752001 889543 1395235 2059262 2375032 4003150 16289548 16880614 14128 16393 16275420 16864221 THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR SCIENTIFIC, LITERARY, CHARITABLE, EDUCATIONAL PURPOSES FOR THE BENEFIT OF THE UNIVERSITY OF THE DISTRICT OF COLUMBIA. 0 0 1479566 1074758 PROVIDED SCHOLARSHIPS, FELLOWSHIPS AND INTERNSHIPS SUPPORT TO STUDENTS AT THE UNIVERSITY OF THE DISTRICT OF COLUMBIA. 1479566 1 1 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 90 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 X RODNEY TRAPP 2022745312 4200 CONNECTICUT AVENUE NW WASHINGTON DC 20008 RONALD E MASON JR DIRECTOR 1.00 40.00 X 0 426756 0 DOUGLAS FIRSTENBERG PRESIDENT 1.00 0.00 X X 0 0 0 BEVERLY J BURKE VICE PRESIDENT 1.00 0.00 X X 0 0 0 TROY LEMAILE-STOVALL TREASURER 1.00 0.00 X X 0 0 0 MICHAEL B GOLDSTEIN SECRETARY 1.00 0.00 X X 0 0 0 BARRINGTON D SCOTT DIRECTOR 1.00 1.00 X 0 0 0 CAROLYN RUDD DIRECTOR 1.00 1.00 X 0 0 0 JANICE ADAMS DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH PERTA DIRECTOR 1.00 0.00 X 0 0 0 JUDITH F TERRA DIRECTOR 1.00 0.00 X 0 0 0 TSHAKA CUNNINGHAM DIRECTOR 1.00 0.00 X 0 0 0 RODNEY E TRAPP EXECUTIVE SECRETARY 25.00 25.00 X 0 156568 10162 0 583324 10162 0 0 1 0 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVE 5TH FL NEW YORK NY 10022 CONSULTING 262500 1 7602 858285 4682075 5547962 219398 219398 7545817 7250765 295052 295052 295052 6062412 0 0 514450 X 1074758 1074758 94961 19379 27133 48449 96831 96831 75217 75217 215769 39077 159486 17206 39638 5791 33847 82236 58166 12443 11627 49984 6248 43736 10312 7093 3219 67319 49355 17964 6137 6137 PROGRAM COSTS 169130 165843 3287 HONORARIUMS AND AWARDS 37250 37080 170 CONTRIBUTIONS & GIFTS 26278 13308 12970 DUES & SUBSCRIPTIONS 11759 9259 2500 1683 1683 2059262 1479566 468567 111129 2354525 1294705 1258129 1710492 1416296 858285 70673 57974 10709433 12478666 480492 480492 16289548 16880614 14128 16393 14128 16393 X 3660666 3627455 12614754 13236766 16275420 16864221 16289548 16880614 4003150 -3414349 0 X 0 1 X 1 0 X 3309171 2081534 2890515 3124933 5547962 16954115 3309171 2081534 2890515 3124933 5547962 16954115 1954452 14999663 130513 165098 168556 198787 219398 882352 7900 7900 17844367 0.84060 0.93050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 9368590 464405 -2371638 237163 35550 7188644 7076809 847367 1543524 99110 9368590 7424828 611197 486845 42430 1403631 7076809 6655981 946552 254092 395721 36076 7424828 5226674 1188621 412573 136948 34939 6655981 0.89420 0.10580 0 0 0 X 2572846 -3414349 -3414349 5987195 75217 75217 6062412 1984045 0 1984045 75217 75217 2059262 PART III, LINE 4: THE FOUNDATION'S COLLECTION OF ART, WHICH WAS ACQUIRED PRIMARILY THROUGH GIFTS/DONATIONS, COMPRISES APPROXIMATELY EIGHTY-TWO OBJECTS RELATED TO HISTORICAL AND MODERN HISTORY AND ART, INCLUDING PAINTINGS, SCULPTURES, WORKS ON PAPER, ETHNOGRAPHIC MATERIAL AND PHOTOGRAPHS. THE COLLECTION IS HELD FOR EDUCATIONAL, RESEARCH AND CURATORIAL PURPOSES. PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY SEVENTEEN INDIVIDUAL FUNDS ESTABLISHED FOR VARIETY OF SCHOLARSHIP PURPOSES. PART X, LINE 2: FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART V, LINE F, COLUMN (B): FY20 RECLASSIFICATION - CERTAIN AMOUNTS IN COLUMN (C)'S FINANCIAL STATEMENTS HAVE BEEN RECLASSIFIED TO CONFORM TO COLUMN (B)'S PRESENTATION. THE RECLASSIFICATIONS ARE PRIMARILY DUE TO ADDITIONAL ANALYSIS PERFORMED ON THE FOUNDATION'S NET ASSETS WHICH RESULTED IN CHANGES IN THE CLASSIFICATIONS TO MORE ACCURATELY REFLECT THE ASSOCIATED BALANCES. THESE RECLASSIFICATIONS HAD NO EFFECT ON THE OVERALL CHANGE IN NET ASSETS FOR THE YEAR ENDED SEPTEMBER 30, 2019. THE RECLASSIFICATION FROM THE ENDOWMENT FUND RESTRICTION $1,403,631 HAS BEEN REPORTED ON SCHEDULE D, PART V, LINE F COLUMN (B) AS A RECONCILING ITEM TO THE FUND IN FY20. 1 TUITION AND FEES 269 581233 SCHOLARSHIPS & FELLOWSHIPS 85 184321 STIPENDS 91 309204 PART I, LINE 2: THE FOUNDATION USES SCHOLARSHIP AGREEMENTS TO SET THE REQUIREMENTS FOR SCHOLARSHIP. STUDENTS ARE SELECTED, SIGN SCHOLARSHIP AGREEMENTS, AND THE FOUNDATION IS INVOICED FOR THE SCHOLARSHIPS BY THE UNIVERSITY. 0 0 0 0 0 0 0 0 0 RONALD E MASON JR DIRECTOR 0 426756 0 0 0 0 0 0 0 0 0 426756 0 0 RODNEY E TRAPP EXECUTIVE SECRETARY 0 156568 0 0 0 0 0 0 0 10162 0 166730 0 0 PART I, LINE 3 THE UDC FOUNDATION'S TOP MANAGEMENT OFFICIAL REPORTS TO AND IS EVALUATED BY THE UDC PRESIDENT. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE FOUNDATION ARE THE UNIVERSITY OF THE DISTRICT OF COLUMBIA BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE FOUNDATION ARE THE UDC BOARD OF TRUSTEES WHO HAVE THE RESPONSIBILITY FOR APPROVING OR REJECTING BOARD NOMINEES. THEY ALSO APPOINT TWO MEMBERS TO SERVE ON THE FOUNDATION BOARD. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS SHALL RATIFY AMENDMENTS TO THE BY-LAWS AND ARTICLES OF INCORPORATION APPROVED BY THE UDC FOUNDATION'S BOARD OF DIRECTORS. THE MEMBERS ALSO RATIFY THE NOMINEES TO THE UDC FOUNDATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD PRESIDENT AND TREASURER. CHANGES AND/OR CORRECTIONS ARE COMMUNICATED TO THE CPA FIRM/TAX PREPARER. AFTER CHANGES ARE MADE AND ACCEPTED THE 990 IS FINALIZED. IT IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS, THEREAFTER, IT IS SIGNED AND SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER, VOLUNTEER, AND EMPLOYEE SHALL BE GIVEN A COPY OF THE CONFLICT-OF-INTEREST POLICY AND SHALL SIGN AND SUBMIT ANNUALLY TO THE BOARD OF DIRECTORS, AT COMMENCEMENT OF EACH FISCAL YEAR, A NOTARIZED STATEMENT OF NO CONFLICT OF INTEREST PROVIDED BY THE EXECUTIVE DIRECTOR. CONFLICTS THAT ARISE ARE HANDLED ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE UDC FOUNDATION'S TOP MANAGEMENT OFFICIAL REPORTS TO AND IS EVALUATED BY THE UDC PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MAINTAINED IN THE OFFICE OF THE UDC FOUNDATION AND CAN BE REQUESTED FOR REVIEW THROUGH THE UDC FOUNDATION EXECUTIVE DIRECTOR. FORM 990, PART IX, LINE 11G PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 6,950. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,950. MARKETING & EVENTS: PROGRAM SERVICE EXPENSES 5,023. MANAGEMENT AND GENERAL EXPENSES 24,936. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,959. TRAINING, COURSE DEVELOPMENT: PROGRAM SERVICE EXPENSES 3,923. MANAGEMENT AND GENERAL EXPENSES 19,477. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,400. CONSULTING: PROGRAM SERVICE EXPENSES 22,265. MANAGEMENT AND GENERAL EXPENSES 110,529. FUNDRAISING EXPENSES 17,206. TOTAL EXPENSES 150,000. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 916. MANAGEMENT AND GENERAL EXPENSES 4,544. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,460. THE UNIVERSITY OF THE DISTRICT OF COLUMBIA 4200 CONECTICUT AVENUE NW WASHINGTON DC 20008 536001131 URBAN LAND GRANT INSTITUTION DC 115 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE UNIVERSITY OF THE DISTRICT OF COLUMBIA O 94961 REIMBURSEMENT