2023-11-14T15:17:26-06:00 2022-12-31 061298465 SM ESPOSITO & CO PC 3013 DIXWELL AVENUE HAMDEN CT 06518 990 2022-01-01 222973653 THE ASSOCIATION OF MARSHALL SCHOLARS INC ASSO 9178593483 12 DUNSTABLE ROAD CAMBRIDGE MA 02138 NELL BREYER EXECUTIVE DIRECTOR 9178593483 2023-11-14 1 NELL BREYER XXX-XX-XXXX 0 DANA HARVEY CPA P01452206 2033877771 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NELL BREYER 12 DUNSTABLE ROAD CAMBRIDGE MA 02138 814181 0 X WWW.MARSHALLSCHOLARS.ORG X 1988 MA TO PUBLICIZE PROGRAM ON BRITISH EDUCATION AND TO MAINTAIN CONTACT AMONG (CONTINUED ON SCH O) (CONTINUED FROM 990 PAGE 1) MARSHALL SCHOLARS AND MARSHALL ALUMNI; TO SPONSOR PROGRAMS THAT WOULD FURTHER CHARITABLE AND EDUCATIONAL AIMS. 22 21 3 50 0 0 1530583 666326 75 5400 37846 35564 7645 21571 1576149 728861 555127 396259 0 0 232747 255763 0 0 119673 509802 609793 1297676 1261815 278473 -532954 3395554 2513015 55259 47295 3340295 2465720 X THE ASSOCIATION OF MARSHALL SCHOLARS FOSTERS PERSONAL AND PROFESSIONAL RELATIONSHIPS AMONG MARSHALL SCHOLARS; SUPPORTS AND PUBLICIZES THE AIMS OF THE MARSHALL SCHOLARSHIP PROGRAM; AND ENHANCES (CONTINUED ON SCHEDULE O)(CONTINUED FROM 990 PAGE 2) THE EXPERIENCE OF MARSHALL SCHOLARS STUDYING IN THE UNITED KINGDOM, THEREBY STRENGTHENING THE ENDURING RELATIONSHIP BETWEEN THE THE UNITED KINGDOM AND THE UNITED STATES. 0 0 120567 TO PROVIDE MARSHALL SCHOLARS WITH INFORMATION THROUGH THE INTERNET, MAIL AND OTHER FORMS OF COMMUNICATION TO FOSTER CONTINUED ENGAGEMENT WITH THE ORGANIZATION. 380256 HOSTING REGIONAL AND NATIONAL CONVENTIONS TO FOSTER PERSONAL AND PROFESSIONAL RELATIONSHIPS AMONG MARSHALL SCHOLARS, AND TO PROVIDE INFORMATION ON THE PROGRAM. 500467 396259 204993 SCHOLARSHIPS AND ASSISTANCE GRANTED 1001290 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 MA X X SM ESPOSITO & COMPANY PC 2033877771 3013 DIXWELL AVENUE HAMDEN CT 06518 ZACHARY D KAUFMAN DIRECTOR OF COMMUNICATIONS 3.00 X X 0 0 0 SCOTT GRINSELL PRESIDENT/CHAIR 4.00 X X 0 0 0 LINN HOBBS (FORMER) REGIONAL DIRECTOR 0.10 X 0 0 0 JEFF GELL (FORMER) REGIONAL DIRECTOR 0.10 X 0 0 0 LEONARD SRNKA TREASURER/CLERK 1.00 X X 0 0 0 MARGOT SINGER (FORMER) CLASS YEAR DIRECTOR 1.00 X 0 0 0 PETER BARACK AT-LARGE DIRECTOR 0.10 X 0 0 0 TED KAMMAN AT-LARGE DIRECTOR 0.10 X 0 0 0 SAJ CHERIAN AT-LARGE DIRECTOR 0.10 X 0 0 0 CHAIRMAN-MARSHALL AID COMMON COMM (LONDON) EX-OFFICIO D 0.10 X 0 0 0 HMAMBASSADOR TO US OR THEIR DESIGNEE (EX-OFFICIO DIREC 0.10 X 0 0 0 MARTIN BUDD DIRECTOR 0.10 X 0 0 0 MICHAEL LI DIRECTOR 0.10 X 0 0 0 MARTIN GILKES DIRECTOR 0.10 X 0 0 0 BOB KYLE DIRECTOR 0.10 X 0 0 0 PARKER HUDSON CLASS YEAR DIRECTOR 1.00 X 0 0 0 JESSICA SEBEOK DIRECTOR 0.10 X 0 0 0 NATHAN FAGRE DIRECTOR 0.10 X 0 0 0 JAMES EISENHOWER DIRECTOR 0.10 X 0 0 0 ELIZABETH HARMER DIONNE DIRECTOR 0.10 X 0 0 0 JULIA RAFAL-BAER DIRECTOR 0.10 X 0 0 0 AVERY WILLIS HOFFMAN DIRECTOR 0.10 X 0 0 0 TOM LUPFER DIRECTOR 0.10 X 0 0 0 REBECCA PETERS DIRECTOR 0.10 X 0 0 0 ANNA QUIDER DIRECTOR 0.10 X 0 0 0 THEODORE LEINBAUGH (FORMER) DIRECTOR OF BRITISH AFFAIR 4.00 X 0 0 0 NELL BREYER SECRETARY/EXECUTIVE DIRECT 40.00 X 195000 0 7527 195000 0 7527 1 0 1 0 0 666326 85320 666326 REGISTRATION FEES 611710 5400 5400 5400 34829 34829 86055 85320 735 735 735 REFUNDS AND REIMBURSME 900099 21571 21571 21571 728861 26971 0 35564 X 396259 396259 195000 117000 29250 48750 38250 19125 19125 2400 1440 360 600 5128 3077 769 1282 14985 8991 2248 3746 21300 21300 189863 159885 14989 14989 47421 28453 4742 14226 18008 4502 9004 4502 24962 12481 12481 18335 917 13751 3667 95649 84171 1913 9565 192508 164989 9173 18346 1747 1747 1261815 1001290 140852 119673 365385 232085 980018 803734 84886 30500 180630 1965265 1266066 3395554 2513015 55259 47295 55259 47295 X 1498230 997023 1842065 1468697 3340295 2465720 3395554 2513015 -532954 -341621 0 X X 0 1 X 1 0 X 936029 640704 1799019 1028258 666326 5070336 936029 640704 1799019 1028258 666326 5070336 2449189 2621147 30544 37636 29175 37846 35564 170765 5241101 19858 0.50010 0.57250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1846311 333550 -306404 393351 1480106 1674646 14851 206814 50000 1846311 1333720 236645 182969 50000 28688 1674646 1157382 7803 229295 60760 1333720 1292365 1785 -82410 54358 1157382 0.01000 0.95000 0.04000 0 0 0 X 387240 -341621 -341621 728861 0 728861 1261815 0 1261815 0 1261815 PART X, LINE 2: THE ORGANIZATION HAS NO REQUIREMENT TO COMPLETE PART X OF FORM 990 AND HAS NO LIABILITIES FOR UNCERTAIN TAX POSITIONS UNDER FASB ASC 740 AND THUS NO FOOTNOTE TO THE AUDITIED FINANCIAL STATEMENTS. 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO UNIVERSITIES PROVIDE GRANTS TO UNIVERSITIES TO SUPPORT SCHOLARSHIP AWARDS TO STUDENTS FROM THE UNITED STATES ATTENDING UNIVERSITIES IN THE UK. 396259 0 0 0 0 0 0 396259 0 396259 EUROPE (INCLUDING ICELAND & GREENLAND) SCHOLARSHIPS 58000 WIRE TRANSFER 0 CASH EUROPE (INCLUDING ICELAND & GREENLAND) SCHOLARSHIPS 28000 WIRE TRANSFER 0 CASH EUROPE (INCLUDING ICELAND & GREENLAND) SCHOLARSHIPS 50000 WIRE TRANSFER 0 CASH EUROPE (INCLUDING ICELAND & GREENLAND) SCHOLARSHIPS 50000 WIRE TRANSFER 0 CASH EUROPE (INCLUDING ICELAND & GREENLAND) SCHOLARSHIPS AND EDUCATIONAL SUPPORT 107351 WIRE TRANSFER 0 CASH EUROPE (INCLUDING ICELAND & GREENLAND) FELLOWSHIP GRANT 100000 WIRE TRANSFER 0 CASH VALUE 5 PROVIDE PROGRAM SUPPORT FOR EDUCATIONAL EXPERIANCES FOR MARSHALL SCHOLARS ATTENDING UNIVERSITIES IN THE UK AS WELL AS HARDSHIP FUNDING DUE TO COVID-19. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 15 2908 CASH TRANSFER TO MARSHALL SCHOLARS CASH VALUE 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION WORKS WITH VARIOUS UNIVERSITIES IN THE U.K. TO IDENTIFY STUDENTS THAT ARE ELIGIBLE TO RECEIVE SCHOLARSHIPS. THE ORGANIZATION MAINTAINS CONTACT WITH THE UNIVERSITIES THROUGH OUT THE PROCESS TO ENSURE THE SCHOLARS RECEIVE THE PROPER FUNDING WITH RESPECT TO THE AMOUNT AWARDED FOR SCHOLARSHIP. PART III ACCOUNTING METHOD: X X 0 0 0 0 0 0 0 0 0 NELL BREYER SECRETARY/EXECUTIVE DIRECT 195000 0 0 0 0 0 2400 0 5127 0 202527 0 0 0 PART I, LINE 3 THE SEARCH COMMITTEE REVIEWED PUBLICLY AVAILABLE INFORMATION ON THE COMPENSATION FOR CEO & EXECUTIVE DIRECTORS OF SIMILAR ORGANIZATIONS. THE BOARD APPROVED THE EXECUTIVE DIRECTOR SALARY. X 3 85320 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE AUDIT COMMITTEE AND A COPY IS ELECTRONICALLY DISTRIBUTED TO ALL DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION OF MARSHALL SCHOLARS ASKS ALL OFFICERS AND DIRECTORS ANNUALLY TO SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS READ AND AGREES TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE SEARCH COMMITTEE REVIEWED PUBLICLY AVAILABLE INFORMATION ON THE COMPENSATION FOR CEO & EXECUTIVE DIRECTORS OF SELECTED COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES WILL BE PROVIDED IMMEDIATELY IN THE CASE OF IN-PERSON REQUESTS DURING NORMAL BUSINESS HOURS PROVIDING NO UNUSUAL CIRCUMSTANCES EXIST. WRITTEN, PHONE, FAXED OR E-MAILED REQUESTS WILL BE HONORED IN ACCORDANCE WITH REGULATION SEC. 301.6104(D)-1(D)(2)(II). THE CURRENT AND THREE PRIOR YEARS (EXCLUDING NON-PUBLIC INFORMATION) AND FORM 1023 CAN BE REQUESTED. WE RESERVE THE RIGHT TO CHARGE A REASONABLE COPYING FEE PLUS ACTUAL POSTAGE. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, ETC. ARE AVAILABLE AT THE BUSINESS OFFICE UPON REQUEST. FORM 990, PART IX, LINE 11G COMMUNICATIONS CONSULTANT: PROGRAM SERVICE EXPENSES 50,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. GOVERNMENT AND PUBLIC AFFAIRS CONSULTING: PROGRAM SERVICE EXPENSES 38,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,500. EVENT AND PROGRAMMING CONSULTANTS: PROGRAM SERVICE EXPENSES 71,385. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,385. DEVELOPMENT & MANAGEMENT CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,989. FUNDRAISING EXPENSES 14,989. TOTAL EXPENSES 29,978. FORM 990, PART XII LINE 2C THERE HAS BEEN NO CHANGE BY THE AUDIT COMMITTEE IN THE OVERSIGHT AND SELECTION PROCESS OF AN INDEPENDENT ACCOUNT IN THE CURRENT YEAR.