2023-05-31T09:52:10-05:00 2022-12-31 560570567 DMJPS PLLC 703 GREEN VALLEY ROAD SUITE 201 GREENSBORO NC 27408 990 2022-01-01 200232968 PATRIOT FOUNDATION PATR 9103159292 PO BOX 5069 PINEHURST NC 283745069 KIM GILLEY EXECUTIVE DIRECTOR 9103159292 2023-05-30 1 KIM GILLEY 999009999 1 AMY B THABET CPA P01243405 3362759886 2023-05-30 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIM GILLEY PO BOX 5069 PINEHURST NC 28374 3205144 0 X N/A X 2003 NC FUNDRAISING ORGANIZATION PROVIDING SCHOLARSHIP FUNDS FOR THE FAMILIES OF SERVICE WOMEN AND MEN KILLED, WOUNDED, AND INJURED WHILE SERVING OUR NATION. 7 7 4 36 0 0 676284 3176313 0 0 185840 28831 81 0 862205 3205144 586500 2362600 0 0 64590 76263 0 0 9064 101611 283972 752701 2722835 109504 482309 1492250 1727446 20130 7707 1472120 1719739 FUNDRAISING ORGANIZATION PROVIDING SCHOLARSHIP FUNDS FOR THE FAMILIES OF SERVICE WOMEN AND MEN KILLED, WOUNDED, AND INJURED WHILE SERVING OUR NATION. 0 0 2414883 2362600 THE ORGANIZATION DISTRIBUTES PRIVATE FUNDS RAISED TO DOWNSTREAM NON-PROFITS TO PROVIDE SUPPORT FOR THE FAMILIES OF FORT BRAGG; NORTH CAROLINA (AIRBORNE); FORT CAMPBELL, KENTUCKY (AIR ASSAULT); SPECIAL OPERATIONS SOLDIERS; AND OTHER SELECTED WARRIORS. THE ORGANIZATION ALSO RECEIVES FEDERAL AND STATE GRANTS WHICH ARE AWARDED TO STUDENTS THAT MEET CERTAIN REQUIREMENTS DICTATED BY THE LEGISLATURE THROUGH AN IN-HOUSE APPLICATION PROCESS. 143638 SOLDIERS APPRECIATION WEEKEND IS AN ANNUAL GALA EVENT FOR MAINTAINING AND ENHANCING "GOODWILL" EQUITY PRODUCING INCOME, SERVICES, AND SUPPORT. IT CONNECTS SUPPORTERS TO THE FOUNDATION'S MISSION AND MILITARY COMMUNITY THE FOUNDATION SUPPORTS; AND, BOOSTS PUBLIC AND COMMUNITY AWARENESS OF THE FOUNDATION'S RELEVANCE AND CONTRIBUTIONS RECOGNIZING OUR NATION'S MILITARY'S DEDICATION AND SACRIFICE. THE EVENT ENABLES SUPPORTERS AND SUPPORTED TO BECONNECTED, ENGAGED, AND PASSIONATE ABOUT THE FOUNDATION'S CAUSE. 2558521 1 1 0 1 0 0 0 0 0 1 0 0 1 0 0 1 1 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 0 1 9 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 X BETSY MCDOUGALD 9102956317 50 RATTLESNAKE TRAIL PINEHURST NC 28374 FERD IRIZARRY CHAIRMAN AS OF 10/1/2022 20.00 X X 0 0 0 ED BROYHILL DIRECTOR 3.00 X 0 0 0 STAN BRADSHAW DIRECTOR 3.00 X 0 0 0 WHIT MCCRARY DIRECTOR 3.00 X 0 0 0 BAILEY VAUGHAN DIRECTOR AND VP OF COMPLIANCE AND TREASURER 3.00 X X 0 0 0 CHRIS MORRIS DIRECTOR 3.00 X 0 0 0 MATT MAJURI DIRECTOR 3.00 X 0 0 0 KURT SONNTAG PRESIDENT 20.00 X X 0 0 0 KIM GILLEY EXECUTIVE DIRECTOR 30.00 X 18662 0 0 SPIKE SMITH FOUNDER 5.00 X 0 0 0 BARRETT WALKER FORMER EXECUTIVE DIRECTOR 30.00 X 39231 0 0 57893 0 0 0 0 0 0 0 2371000 805313 3176313 28831 28831 3205144 28831 0 0 2362600 2362600 69600 69600 6663 6663 42880 42880 16468 16468 120 120 769 769 1849 1849 MILITARY SERVICE AWAREN 143638 143638 PATRIOT RECOVERY ACT 48483 48483 FUNDRAISING 9064 9064 PRINTING 5494 5494 15207 3800 11407 2722835 2558521 155250 9064 161037 508461 76972 140819 5000 4642 17754 0 0 1231487 1073524 1492250 1727446 3880 7707 16250 20130 7707 X 1384861 1212318 87259 507421 1472120 1719739 1492250 1727446 482309 -234690 0 X X 0 1 X 1 1 1 X 842163 879949 1267961 676284 3025628 6691985 105308 105308 947471 879949 1267961 676284 3025628 6797293 0 0 0 6797293 188241 144842 185921 28831 547835 188241 144842 185921 28831 547835 947471 1068190 1412803 862205 3054459 7345128 0.92540 0.07460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 24000 0 0 24000 0 PART II-B, LINE 1: ENCOURAGED LEGISLATORS AND OTHER GOVERNMENT OFFICIALS TO INCREASE SUPPORT PROVIDED TO MILITARY SERVICE MEMBERS AND THEIR FAMILIES. 1194278 -149896 1044382 796597 397681 1194278 684378 112219 796597 565150 119228 684378 312353 252797 565150 0.96000 0.04000 0 0 0 PATRIOT ENDOWMENT FUND - VANGUARD BD DES 981432 F PATRIOT ENDOWMENT FUND - VANGUARD CATO 62949 F PATRIOT NC 529 SAVINGS PLAN 29143 F 1073524 X 2970454 -234690 -234690 3205144 0 3205144 2722835 0 2722835 0 2722835 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3). ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. THE FOUNDATION ACCOUNTS FOR UNCERTAIN INCOME TAX POSITIONS BY PRESCRIBING A MINIMUM PROBABILITY THRESHOLD A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT INCOME TAX BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION, BASED SOLELY ON ITS TECHNICAL MERITS, THAT WOULD MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAX AUTHORITY WITH KNOWLEDGE OF THE SAME FACTS. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE RESOLUTION. BASED ON ALL KNOWN FACTS AND CIRCUMSTANCES AND CURRENT TAX LAW, THE PARTNERSHIP BELIEVES THE TOTAL AMOUNT OF UNCERTAIN INCOME TAX POSITION LIABILITIES AND RELATED ACCRUED INTEREST ARE NOT MATERIAL TO ITS FINANCIAL POSITION. AS OF DECEMBER 31, 2022 AND INCLUDING THE PREVIOUS THREE YEARS CONSIDERING EXTENSIONS, THE FOUNDATION'S INCOME TAX RETURNS ARE OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES WITH RELEVANT JURISDICTION. SHOULD SUCH AN EXAMINATION TAKE PLACE, MANAGEMENT DOES NOT ANTICIPATE ANY SIGNIFICANT ISSUES RELATED TO THE OPEN YEARS. 0 CAMPBELL UNIVERSITY 40 T T LANIER STREET BUIES CREEK NC 27506 560529940 60000 0 SCHOLARSHIP FUNDING EAST CAROLINA UNIVERSITY G120 OLD CAFETERIA COMPLEX GREENVILLE NC 27858 566000403 20000 0 SCHOLARSHIP FUNDING FAYETTEVILLE STATE UNIVERSITY 1200 MURCHISON ROAD FAYETTEVILLE NC 28301 561238736 20000 0 SCHOLARSHIP FUNDING NCSEAA PO BOX 41349 RALEIGH NC 27629 566172047 665000 0 SCHOLARSHIP FUNDING UNIVERSITY OF MOUNT OLIVE 634 HENDERSON STREET MOUNT OLIVE NC 28365 566053091 10000 0 SCHOLARSHIP FUNDING UNIVERSITY OF NC AT GREENSBORO PO BOX 26170 GREENSBORO NC 27402 566001468 10000 0 SCHOLARSHIP FUNDING NORTH CAROLINA A&T STATE UNIVERSITY 1601 E MARKET STREET GREENSBORO NC 27411 566000007 10000 0 SCHOLARSHIP FUNDING 10 FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED AND APPROVED BY THE TREASURER AND PRESIDENT OF THE ORGANIZATION. THE TAX RETURN IS DISCUSSED AND PROVIDED TO EACH BOARD MEMBER AT A BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 ALL POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII, LINE 2C THE FINANCE COMMITTEE IS ENTRUSTED BY THE BOARD TO PROVIDE OVERSIGHT OVER THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED IN THE CURRENT TAX YEAR.