2025-10-09T09:59:26-05:00 2024-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-01-01 204715708 Former Agents of the FBI Foundation FORM 7034450026 3717 Fettler Park Drive Dumfries VA 220252048 Nancy L Savage Executive Director 7034450026 2025-09-04 1 1 Yong Zhang CPA P01249785 7038930300 2025-09-04 2024 2025-03-06 01:10:19Z Nancy L Savage 3717 Fettler Park Drive Dumfries VA 220252048 4405139 0 X www.socxfbi.org/foundation X 2006 VA Preserve our shared FBI values and the ideals of the FBI family through scholarships and programs. 7 7 0 9 0 0 696740 1946561 1433 2226 610248 907425 0 0 1308421 2856212 262546 276656 0 0 141035 148864 0 0 69435 315635 379884 719216 805404 589205 2050808 14229681 16775433 39122 33311 14190559 16742122 X The Foundation's mission is to preserve our shared FBI values and the ideals of the FBI family; to support the welfare of members of the Society, family members, and others in need; and to promote education, history, and humanitarian service through scholarships and programs. 1 0 338021 225402 Scholarships: Provide college scholarships based on financial need, leadership and academic criteria to the children and grandchildren of members. Also provide scholarships to other children of law enforcement members, as well as to college students in criminal justice programs. 47419 31425 Assistance Program: Provides Assistance to Members and their families, FBI employees. 43546 Lifetime Member Program: Pays the membership expenses (dues) for all Lifetime Members. 43015 2226 History Program: Documents history of the FBI in a variety of ways to include oral histories, written histories, calendars, FBI historical events. 36543 Grapevine Widow Program: Provides Grapevines to widows of members and to Legacy Partners. 32312 Service Martyr Program: FBI Service Martyrs are memorialized annually with graveside services. Plaques and memorials paid for and associated expenses reimbursed. 29617 19829 Awards: FBI Service Martyrs are memorialized annually with graveside services. Plaques and memorials paid for and associated expenses reimbursed. 141487 19829 2226 570473 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 X 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 1 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 NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X Nancy L Savage Executive Director 7034450026 3717 Fettler Park Drive Dumfries VA 220252048 Philip Doty Chairman 10.00 X X 0 0 0 Philip Sprick Treasurer 5.00 X X 0 0 0 Shawnee Critides Trustee 5.00 X 0 0 0 Amy Wisotsky Trustee 5.00 X 0 0 0 Christine Epstein Secretary 5.00 X X 0 0 0 Tom Clark Trustee 5.00 X 0 0 0 William Hurburt Treasurer 5.00 X 0 0 0 Ken Neu Chairman 10.00 X X 0 0 0 Michael Clark Trustee Ex-Offico 5.00 20.00 X 0 0 0 Nancy L Savage Executive Director 16.00 24.00 X 0 126830 7302 0 126830 7302 0 0 0 0 0 1946561 1371322 1946561 Program revenue 900099 2226 2226 2226 489682 489682 1966670 1548927 417743 417743 417743 2856212 2226 0 907425 276656 276656 127162 96281 23154 7727 4340 3286 790 264 7732 5853 1409 470 9630 7291 1754 585 75 75 11172 11172 72989 72989 15827 14812 927 88 102794 30911 29081 42802 1232 862 272 98 16709 10360 6349 4813 2984 1829 12913 9201 1725 1987 6965 4874 1538 553 History and remembrance 50561 43988 6573 Legacy Program 44235 44235 Annual Rep/Holiday Card 26871 18804 5934 2133 State Registration Fees 12728 12728 805404 570473 165496 69435 282836 314018 0 1190 431 8507 10468 279852 98681 194084 181171 13743064 16261977 0 7368 14229681 16775433 19751 33311 19371 0 39122 33311 X 11252704 13554520 2937855 3187602 14190559 16742122 14229681 16775433 2050808 500755 0 X X 0 1 X 1 0 X 514630 1073364 757372 696740 1946561 4988667 514630 1073364 757372 696740 1946561 4988667 1276284 3712383 344334 653738 531836 581676 489682 2601266 7589933 9820 0.48910 0.51600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70437 70437 151063 59482 91581 16744 8339 8405 12077 10188 1889 29531 20672 8859 181171 X 3283978 500755 500755 2783223 72989 72989 2856212 732415 0 732415 72989 72989 805404 Part X, Line 2: Management has evaluated the Foundation's tax positions and concluded that the Foundation's financial statements do not include any uncertain tax positions. 1 Scholarships 107 225402 Assistance to Individuals 28 31425 Awards 39 19829 Part I, Line 2: Items are approved by the Board of Trustees. For scholarships, the Foundation makes direct payments available to the student. For assistance payments, the Foundation receives documentation for the disbursement of funds. For awards and other expenses, proper documentation is maintained by the Foundation to support payment and any related expenses. X 4 1370632 FMV X 6 690 Estimated value 0 1 0 Form 990, Part III, line 2 The organization undertook the following new programs during FY 24: Lifetime Member Program; History Program; Grapevine Widow Program; Service Martyr Program. See Part III lines 4a - 4d for more detail. Part V, Lines 2a & b, and Part IX Compensation & Benefits Reporting: The Foundation does not have any employees. The Foundation reimburses staffing costs to the Society of Former Special Agents of the Federal Bureau of Investigation, Inc., a related organization, based upon time allocations and actual payroll costs. The related organization files all required federal employment returns. Form 990, Part VI, Section A, line 7a The Trustees are appointed by the Board of Directors of the Society of the Former Special Agents of the Federal Bureau of Investigation, Inc., except for the Ex-Officio member which consists of the President of the Society. Form 990, Part VI, Section A, line 7b The budget is approved by the Board of Directors of the Society of Former Special Agents of the Federal Bureau of Investigation, Inc., Inc. after being approved by the Board of Trustees of the Former Agents of the FBI Foundation. Form 990, Part VI, Section B, line 11b A copy of the return is provided to the Executive Director and Treasurer who each review and approve the return. It is then sent to the entire Board of Trustees for approval before it is filed with the IRS. Form 990, Part VI, Section B, line 12c All board members are required to provide an annual Conflict of Interest Disclosure Statement. The organization reviews the responses and have not had any listed. We do further inquiry when the trustees review the scholarships to confirm they have no conflicts with the applicants or with the grantees of assistance cases. Form 990, Part VI, Section B, line 15 The Foundation does not have any employees as it shares employees with the Society of Former Special Agents of the Federal Bureau of Investigation, Inc. Management of the Society provides for performance evaluations of all employees excluding the Executive Director and makes recommendations to the Society's Board for annual increases and bonuses and adjustments to compensation. Form 990, Part VI, Section C, line 19 Requests for documents will be considered on a case-by-case basis. Form 990, Part XII, Line 2c: The Society's Board of Directors assumes responsibility for oversight of the audit of the financial statements and selection of an independent accountant. The process is consistent with prior years. Society of Former Special Agents of the Federal Bureau of Investigation Inc 3717 Fettler Park Drive Dumfries VA 220252048 204716067 Membership association VA 501(c)(7) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 Society of Former Special Agents of the FBI Inc O 150317 Cost Society of Former Special Agents of the FBI Inc Q 51566 Cost Society of Former Special Agents of the FBI Inc S 196373 Cost