2025-11-14T10:30:41-06:00 2024-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2024-01-01 521788931 RESERVE OFFICERS ASSOCIATION MEMORIAL ENDOWMENT TRUST RESE 2026467728 ONE CONSTITUTION AVE NE WASHINGTON DC 20002 MAJ GEN JOHN B HASHEM EXECUTIVE DIRECTOR 2026467728 2025-11-14 1 1 ADAM KUCZYNSKI CPA P01560606 7035190990 2025-11-12 2024 2025-03-06 01:10:19Z MAJ GEN JOHN B HASHEM ONE CONSTITUTION AVE NE WASHINGTON DC 20002 149061 0 X WWW.ROA.ORG X 1991 DC TO PROVIDE FINANCIAL SUPPORT FOR THE RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES THROUGH THE RECEIPT OF CONTRIBUTIONS TO THE TRUST FUND. 14 13 0 20 0 0 3629 33344 0 0 30122 68237 0 0 33751 101581 0 0 0 0 0 0 0 0 0 14202 9857 14202 9857 19549 91724 5512843 5807608 1902 1901 5510941 5805707 TO PROVIDE FINANCIAL SUPPORT FOR THE RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES THROUGH THE RECEIPT OF CONTRIBUTIONS TO THE TRUST FUND. 0 0 0 0 0 INFORM AND PROMOTE CONTRIBUTORS AND POTENTIAL CONTRIBUTORS OF THE PURPOSE AND FUNCTION OF THE ROA ENDOWMENT TRUST. THE ENDOWMENT HAS A FORMAL PROGRAM FOR BEQUESTS AND WILLS. 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 DC X COUNCILOR BUCHANAN MITCHELL PC 3019860600 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 MG JEFFREY E PHILLIPS USA RET EXECUTIVE DIRECTOR 5.00 35.00 X X 0 188569 0 LT COL LAYNE R WROBLEWSKI USAF R PRESIDENT 10.00 40.00 X X 0 0 0 COL THOMAS H HUEG USAF RET TREASURER 1.00 3.00 X X 0 0 0 CAPT ROBERT H CARMACK USCG RET IMMEDIATE PAST PRESIDENT 1.00 3.00 X X 0 0 0 LT COL SUSAN E LUKAS USAF RET AIR FORCE VICE PRESIDENT 1.00 3.00 X X 0 0 0 COL MONTI G ZIMMERMAN USA RET ARMY VICE PRESIDENT 1.00 3.00 X X 0 0 0 CAPT HENRY E PLIMACK USCGR RET NAVAL SERVICES VICE PRESIDENT 1.00 3.00 X X 0 0 0 COL DONALD C BROWN USAF RET AIR FORCE EXECUTIVE COMMITTEEMAN 1.00 3.00 X X 0 0 0 LT COL JUDY M FORD USAF RET AIR FORCE EXECUTIVE COMMITTEEMAN 1.00 3.00 X X 0 0 0 MAJ R REECE NEWSOME USA RET ARMY EXECUTIVE COMMITTEEMAN 1.00 3.00 X X 0 0 0 COL STANLEY G REMER USA RET ARMY EXECUTIVE COMMITTEEMAN 1.00 3.00 X X 0 0 0 CAPT SAMUEL F WRIGHT USN RET NAVAL SERVICES EXECUTIVE COMMITTEEMAN 1.00 3.00 X X 0 0 0 CDR JOHN N LEONARD USCG RET NAVAL SERVICES EXECUTIVE COMMITTEEMAN 1.00 3.00 X X 0 0 0 MG MARGARET C WILMOTH USA RET NATIONAL PRESIDENT-ELECT (FROM OCT) 1.00 3.00 X X 0 0 0 MAJ JONATHAN SIH USAF AIR FORCE EXECUTIVE COMMITTEEMAN (FROM OCT) 1.00 3.00 X X 0 0 0 MSG KEVIN C HOLLINGER ARNG RET ARMY EXECUTIVE COMMITTEEMAN (FROM OCT) 1.00 3.00 X X 0 0 0 COL WILLIAM L HOLAHAN USMC RET NAVAL SERVICES EXECUTIVE COMMITTEEMAN (FROM DEC) 1.00 3.00 X X 0 0 0 COL ANTHONY K ATLAS SR USA RET ARMY VICE PRESIDENT (THRU OCT) 1.00 3.00 X X 0 0 0 CAPT REBECCA ARANGO USAF AIR FORCE JR VICE PRESIDENT (THRU DEC) 1.00 3.00 X X 0 0 0 CAPT STEVEN J ARANGO USMC NAVAL SERVICES JR VICE PRESIDENT (THRU DEC) 1.00 3.00 X X 0 0 0 COL BARBARA D ORTIZ USAF RET AIR FORCE EXECUTIVE COMMITTEEMAN (THRU OCT) 1.00 3.00 X X 0 0 0 COL SCOTT A WILLIS USMCR NAVAL SERVICES EXECUTIVE COMMITTEEMAN (THRU OCT) 1.00 3.00 X X 0 0 0 LTC HAZEL L ROBINSON USA RET CHAPLAIN 1.00 3.00 X 0 0 0 CSM TERRY R ATCHISON USA RET SERGEANT-AT-ARMS 1.00 3.00 X 0 0 0 LTC PETER POWELL JR USAR HISTORIAN (FROM FEB) 1.00 3.00 X 0 0 0 COL JAMES R SWEENEY II USMC RET INTERNATIONAL PROGRAMS OFFICER (FROM FEB) 1.00 3.00 X 0 0 0 LT JESSE P SAMLUK USPHS JUDGE ADVOCATE (FROM SEPT) 1.00 3.00 X 0 0 0 BG LISA DOUMONT USA RET HEALTH SERVICES OFFICER (THRU MAY) 1.00 3.00 X 0 0 0 0 188569 0 0 0 1 0 0 33344 33344 66028 66028 49689 47480 2209 2209 2209 101581 0 0 68237 7646 7646 283 283 ANNUITY PAYMENTS 1928 1928 9857 0 9857 0 10000 10000 2030962 2244412 0 58515 3471881 3494681 5512843 5807608 1902 1901 1902 1901 X 1681246 1336372 3829695 4469335 5510941 5805707 5512843 5807608 91724 203039 3 0 X 0 0 0 X 3377 13320 264957 3629 33344 318627 3377 13320 264957 3629 33344 318627 259722 58905 58034 33047 30084 53191 66028 240384 559011 0.10540 0.54920 X SCHEDULE A, PART II: THE 2022 COLUMN ON SCHEDULE A, PART III IS FOR THE SHORT YEAR 4/1/2022-12/31/2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4207916 263630 2211 4469335 3938586 3629 273404 7703 4207916 3829684 274957 -151416 14639 3938586 3779322 13320 37052 3829694 3471824 3377 304121 3779322 0.00000 0.69760 0.30240 0 0 0 DUE FROM RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES 3494681 3494681 PART V, LINE 4: THE MEMORIAL ENDOWMENT TRUST CONSISTS OF ALL GIFTS AND BEQUESTS RECEIVED BY THE RESERVE OFFICERS ASSOCIATION WHICH ARE DIRECTED BY THE DONOR AND INCOME ON INVESTMENTS HELD IN THE FUND. PRINCIPAL MAY NOT BE WITHDRAWN FOR ANY PURPOSE. EARNINGS MAY BE APPROPRIATED AS DESIGNATED BY THE NATIONAL EXECUTIVE COMMITTEE FOR CHARITABLE AND EDUCATIONAL PURPOSES OF THE RESERVE OFFICERS ASSOCIATION, BUT ONLY AS PART OF THE BUDGETARY PROCESS. 0 0 0 0 0 0 0 0 0 MG JEFFREY E PHILLIPS USA RET EXECUTIVE DIRECTOR 0 188569 0 0 0 0 0 0 0 0 0 188569 0 0 FORM 990, PART VI, SECTION A, LINE 6 ROA, THE SOLE MEMBER OF THE ORGANIZATION, IS GRANTED THE POWER TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE NATIONAL OFFICERS OF THE ORGANIZATION SHALL BE ELECTED BY THE SOLE MEMBER THROUGH ITS NATIONAL EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT, TREASURER, AND EXECUTIVE DIRECTOR WILL REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES ONE CONSTITUTION AVE NE WASHINGTON DC 20002 530132450 SUPPORT & PROMOTE DEVELOPMENT & EXECUTION OF MILITARY POLICY DC 501(C)(19) & (C)(23) 0 HENRY J REILLY MEMORIAL LIBRARY AND SCHOLARSHIP FUND ONE CONSTITUTION AVE NE WASHINGTON DC 20002 526056998 GRANTING EDUCATION SCHOLARSHIPS TO STUDENTS ENROLLED IN COURSES OF TRAINING DC 501(C)(3) LINE 12B, II RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES 0 ROA STANDING TOGETHER FOR AMERICA'S RESERVISTS FOUNDATION (STARS) ONE CONSTITUTION AVE NE WASHINGTON DC 20002 461374538 EDUCATE PUBLIC TO ISSUES AFFECTING AMERICA'S RESERVISTS DC 501(C)(3) LINE 7 RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES 0 DEFENSE EDUCATION TRUST FUND ONE CONSTITUTION AVE NE WASHINGTON DC 20002 521642747 EDUCATE AND INFORM PUBLIC OF KEY ISSUES AND PROBLEMS AFFECTING NATIONAL SECU DC 501(C)(3) LINE 10 RESERVE OFFICERS ASSOCIATION OF THE UNITED STATES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0