L~~e~ded No Li .if Li - Marine Corps Scholarship … · f~aitt II Signature Block 0 a ... MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062 Page2 ~ Part Ill Statement of Program

** PUBLIC DISCLOSURE COPY **

Return of Organization Exempt From Income Tax o1~5~7

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)I IU I ~)~ Do not enter Social Security numbers on this form as it may be made public. I Open to Public

~ Information about Form 990 and its instructions is~ vIf~,mp~q1___~~i inspection

990Department of the Treasuryinternal Revenu. Se,vice

A For the 2013 calendar year. or tax year beginning and ending

B Check if C Name of organization D Employer identification numberapplicable:

j~ MARINE CORPS SCHOLARSHIP FOUNDATION INC~ DoingBusinessAs 22—1905062L~J Initial . .return Number and street (or P.O. box if mail is not delivered to street address) Room/suite E Telephone numberEIT~h1~- 909 N. WASHINGTON STREET 400 70 3—549 0060L~~e~ded City or town, state or province, country, and ZIP or foreign postal code G Gross receipts $ 6 1, 009 , 828.[Z~~ ALEXANDRIA, VA 22314 H(a) Is this a group return

pending F Name and address of principal officer:MARGARET B. DAVIS for subordinates? LiVes E~1 No

SAME AS C ABOVE H(b) Are all subordinates inciuded?E]YeS Li No

I Tax-exempt status: [Xi 501(c)(3) [_l 501(c) ( 1 (insert no.) Li 4947(a)(1) or L_J 527 If’ No,’ attach a list. (see instructions)J Website: ~ WWW . MCSF . ORG i-i(c) Group exemption number ~K Form of organization: [Xl Corporation L_J Trust L_J Association [_J Other ~‘ 1 Year of formation: 19621 M State of legal domicile: NJ[fart I] Summaly

~ 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE POST—HIGH SCHOOL~ SCHOLARSHIPS TO DESERVING CHILDREN OF MARINES & NAVY CORPSMEN.E 2 Check this box ~ Li if the organization discontinued its operations or disposed of more than 25% of its net acsets.~ 3 Number of voting members of the governing body (Part VI, line 1 a) 3 35~ 4 Number of independent voting members of the governing body (Part VI, line 1 b) 34~ 5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) 36~ 6 Total number of voTunteers (estimate if necessary) 6 92~ 7 a Total unrelated business revenue from Part VIII, column (C), line 12 0

b Net unrelated business taxable income from Form 990T, line 34 7b 0.Prior Year Current Year

~ 8 Contributionsandgrants(PartVlll,lineih) 18,973,358 16,204,271.~ 9 Programservicerevenue(PartVIll,line2g) 0 0.~ 10 Investmentincome(PartVlll,column(A),Iines3,4,and7d) 1, 504,029 2,873,077.~ 11 Otherrevenue(PartVIlI, column (A), lines5, 6d, 8c, 9c, bc, and lie) 986,081 900 , 520.

12 Total revenue - add lines B through 11 (must equal Part Vill, column (A), line 12) 19 , 491, 306 18, 176 , 828.13 Grantsandsimilaramountspaid(PartlX,column(A),Iinesl-3) 5,897,297 6,436,925.14 Benefits paid to or for members (Part IX, column (A), line 4) 0 0.

~ 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 2, 237 , 996 2, 604 , 727.~ 16a Professional fundraising fees (Part IX, column (A), line lie) 643 , 70 6 959 , 088.~ b Total fundraising expenses (Part IX, column (D), line 25) ~ 2 , 783 , 076.Lii 17 Otherexpenses(PartlX,column(A), lines lla-lid,iif-24e) 3,617,605 3,104,681.

IS Totalexpenses.Addlinesl3-17(mustequalPartlX,column(A),line25) 12,396,604 13,105, 421.19 Revenueiessexpenses.Subtractlinei8fromlinel2 7,094,702 5,071,407.

Beginning of CurrentYear End of Year— 20 Total assets (Part X, line 16) 55, 887 , 386 61, 192 , 002.~ 21 Totalliabilities(PartX,line26) 2,428,693 2,095,042.~ 22 Netassetsorfundbalances.Subtractline2ifromIine2o 53,458,693 59,096,960.

f~aitt II Signature Block

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tinder penalties of u , I declare that I havfl examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it istrue, correct, and c . Declaration of~based on all information of which preparer has any knowledge.

~. ~M~) ~J~I~SSign r Signature of offic r Date IHere MARGARE B. DAVIS, PRESIDENT

Type or print name and title

Paid Print/Type preparers name ~ iut~ IsellimPlotud 1P00078514Preparer Firm’s name ~ CLIFTONLARSONAI1L LLP Firm’s EIN ~. 41—0746749Une Only Firm’saddress~,. 4250 N. FAIRFAX DRIVE, SUITE 1020

ARLINGTON, VA 22203 Phoneno.57l—227—9500May the IRS discuss this return with the preparer shown above? (see instructions) LXI Yes Li No332001 10-29-13 LHA Foo~ Paperwork Reduction Act Notice, see the separate instructions. Form 990(2013)

Form99O(2013) MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062 Page2

~ Part Ill Statement of Program Service AccomphshmentsCheck if Schedule 0 contains a response or note to any line in this Part III L~1

1 Briefly describe the organization’s mission:TO PROVIDE POST-HIGH SCHOOL SCHOLARSHIPS TO DESERVING SONS ANDDAUGHTERS OF MARINES (BOTH CURRENT AND FORMER).. AS THE OLDEST,LARGEST, FINANCIAL NEED-BASED SCHOLARSHIP PROVIDER TO MILITARYCHILDREN, THE FOUNDATION PROVIDES POST-HIGH SCHOOL SCHOLARSHIPS TO

2 Did the organization undertake any significant program services during the year which were not listed onthe prior Form 990 or 990-EZ? E]Yes [X] No

If “Yes, describe these new services on Schedule 0.3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? LiVes E~1 No

If Yes,’ describe these changes on ScheduleD.4 Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses.

Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and

revenue, if any, for each program service reported.4a (coda: ___________ ) (Expenses $ 8 , 4 5 6 , 6 5 8 including grants of $ 6 , 4 3 6 , 9 2 5 . ) (Revenue $ _______________________________

FOR MORE THAN 50 YEARS, THE MARINE CORPS SCHOLARSHIP FOUNDATION -

SUPPORTED BY INVESTORS AND VOLUNTEERS ACROSS THE COUNTRY - HAS MET THENEED OF OUR NATION’S MARINE AND NAVY CORPSMAN FAMILIES BY PROVIDINGTHEIR CHILDREN WITH SCHOLARSHIPS TO ATTEND ACCREDITED COMMUNITYCOLLEGES, UNIVERSITIES, AND VOCATIONAL/TECHNICAL INSTITUTIONS. SINCEOUR INCEPTION, WE HAVE GROWN TO BECOME THE COUNTRY’S OLDEST AND LARGESTPROVIDER OF NEED-BASED SCHOLARSHIPS TO MILITARY CHILDREN, AWARDING MORETHAN 30,000 SCHOLARSHIPS, VALUED AT OVER $80,000,000. IN 2013, THEORGANIZATION PROVIDED EDUCATIONAL SUPPORT OF $6,436,925 TO 2,045INDIVIDUALS.

4b (code: ___________ ) (expenses $ including grants of $ ) (Revenue$ _____________________________

4c (code: ___________ ) (expenses S including grants of $ ) (Revenue$ ___________________________

4d Other program services (Describe in Schedule 0.)(Expenses S including grants of S ) (Revenue S

4e Total program service expenses ~ 8 , 456 , 658.

33200210-29-13

2

Form 990(2013)

07560722 137216 064—03816600 2013.04010 MARINE CORPS SCHOLARSHIP FO 064-OOL1

Form99O(2013) MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062 Page3I:Pa~Y;:I Checklist of Required Schedules

Yes No1 Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)?

If “Yes,’ complete Schedule A 1 X2 Is the organization required to complete Schedule B, Schedule of Contributors? 2 X3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for

public office? If “Yes,” complete Schedule C, Part! ..~...

4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effectduring the tax year? If “Yes, “complete Schedule C, Part!! 4 X

5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, orsimilar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III ._~_ ~

6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right toprovide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I 6 X

7 Did the organization receive or hold a conservation easement, including easements to preserve open space,the environment, historic land areas, or historic structures? If ‘Yes,” complete Schedule D, Part!! 7 X

8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,’ completeSchedule D, Part III a X

9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian foramounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?If “Yes,” complete ScheduleD, Part IV 9 X

10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanentendowments, or quasi-endowments? If Yes,’ complete Schedule D, Part V -10 X

11 If the organization s answer to any of the following questions is Yes then complete Schedule D Parts VI VII VIII IX or Xas applicable.

a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If ‘Yes,” complete Schedule D,Part VI ha X

b Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its totalassets reported in Part X, line 16? If “Yes,’ complete ScheduleD, Part VII lib X

c Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its totalassets reported in Part X, line 16? If ‘Yes, complete Schedule D, Part VIII hic X

d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported inPart X, line 16? If ‘Yes, complete Schedule D, Part IX lid X

e Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,’ complete Schedule D, Part X lie X —

f Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addressesthe organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete ScheduleD, Part X i-if X

12a Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” completeSchedule QParts Xl and XII 12a X

b Was the organization included in consolidated, independent audited financial statements for the tax year?If “Yes,’ and if the organization answered “No” to line 12a, then completing Schedule D, Parts Xl and XII is optional

-13 Is the organization a school described in section 1 70(b)(1)(A)(ii)? If “Yes,’ complete Schedule E 13 X14a Did the organization maintain an office, employees, or agents outside of the United States? i4a X

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000or more? If “Yes,” complete Schedule F Parts land IV X

15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for anyforeign organization? If “Yes,” complete Schedule F Parts II and IV 15 X

16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance toor for foreign individuals? If “Yes,” complete Schedule g Parts Ill and IV 16 X

17 Did the organization report a total of more than $15,000 of expenses for professional fund raising services on Part IX,column (A), lines 6 and lie? If “Yes,” complete Schedule G, Part! 17 X

18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines1 c and 8a? If “Yes,” complete Schedule G, Part!! -~ X

19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,”complete Schedule 13, Part III 19 X

20a Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H 20a Xb If ‘Yes’ to line 20a, did the organization attach a copy of its audited financial statements to this return? 20b — —

Form 990 (2013)

33200310-29-13


Form99O(2013) MARINE CORPS SCHOLARSHIP FOUNDATION INC 22—1905062 Page4Part IV Checklist of Required Schedules (continued) —

21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization orgovernment on Part IX, column (A), line 1? If “Yes,” complete Schedule 4 Parts land!!

22 Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX,column (A), line 2? If “Yes,” complete Schedule I, Parts land!!!

23 Did the organization answer “Yes’ to Part VII, Section A, line 3,4, or 5 about compensation of the organization’s current

and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” completeSchedule J

24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of thelast day of the year, that was issued after December31, 2002? If “Yes,” answer lines 24b through 24d and completeSchedule K. If “No”, go to line 25a

b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?

c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defeaseany tax-exempt bonds?

d Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a

disqualified person during the year? If “Yes,” complete Schedule L, Part I

b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, andthat the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” completeSchedule L, Part!

26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current orformer officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so,

complete Schedule L, Part II

27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantialcontributor or employee thereof, a grant selection committee member~ or to a 35% controlled entity or family member

of any of these persons? If “Yes,” complete Schedule L, Part Ill

28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IVinstructions for applicable filing thresholds, conditions, and exceptions):

a A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IVb A family member of a current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IVc An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer,

director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV

29 Did the organization receive more than $25,000 in non-cash contributions? If “Yes,’ complete Schedule M30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation

contributions? If “Yes,’ complete Schedule M

31 Did the organization liquidate, terminate, or dissolve and cease operations?If “Yes,” complete Schedule t~4 Part!

32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? lf “Yes,” completeSchedule N, Part II

33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulationssections 301.7701-2 and 301.7701-3? If “Yes,’ complete Schedule R, Part!

34 Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part 14111, or IV~ andPart V, line 1

35a Did the organization have a controlled entity within the meaning of section 512(b) (1 3)?b If “Yes” to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity

within the meaning of section 512(b)(13)? If “Yes,” complete Schedule P. Part ~ line 2

36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization?If “Yes,” complete Schedule R, Part V, line 2

37 Did the organization conduct more than 5% of its activities through an entity that is not a related organizationand that is treated as a partnership for federal income tax purposes? If “Yes,” complete ScheduleR, Part VI

38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 b and 19?Note. All Form 990 filers are required to complete Schedule 0

33200410-29-13

407560722 137216 064-03816600 2013.04010 MARINE CORPS SCHOLARSHIP FO 064-OOL1

Yes No

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07560722 137216 064—03816600 2013.04010 MARINE CORPS SCHOLARSHIP FO 064—OOL1

Part.V Statements Regarding Other IRS Filings and Tax ComplianceCheck if Schedule 0 contains a response or note to any line in this Part V

Fomi99O(2013) MARINE CORPS SCHOLARSHIP FOUNDATION INC 221905062 PageS

ElYes

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Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable la 35Enter the number of Forms W-2G included in line 1 a. Enter -0- if not applicable lb 1Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming

(gambling) winnings to prize winners? Ic

Enter the number of employees reported on Form W-3, Transmittal of-Wage and Tax Statements,

tiled for the calendar year ending with or within the year covered by this return 2a 36If at least one is reported on line 2a, did the organization tile all required federal employment tax returns? 2bNote. If the sum of lines 1 a and 2a is greater than 250, you may be required toe-file (see instructions) - -.

Did the organization have unrelated business gross income of $1,000 or more during the year? 33

If ‘Yes,’ has it tiled a Form 990-T for this year? if ‘No, to line 3b, provide an explanation in Schedule 0At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a

financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a

If ‘Yes,’ enter the name of the foreign country: frSee instructions for filing requirements for Form TO F 90-22.1, Report of Foreign Bank and Financial Accounts.Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 53

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? Sb

If ‘Yes,’ to line 5a or 5b, did the organization tile Form 8886-T? ScDoes the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicitany contributions that were not tax deductible as charitable contributions? .~.. — -~

If ‘Yes,” did the organization include with every solicitation an express statement that such contributions or giftswere not tax deductible? 6b

Organizations that may receive deductible contributions under section 170(c).Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? 7aIf ‘Yes, did the organization notify the donor of the value of the goods or services provided? 7bDid the organization sell, exchange, or otherwise dispose of tangible personal property for which it was requiredto tile Form 82829 7cIf “Yes,” indicate the number of Forms 8282 filed during the year [ 7d IDid the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? is..Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?If the organization received a contribution of qualified intellectual property, did the organization tile Form 8899 as required? ~ 7gIf the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1 098-C? 7hSponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supportingorganization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? 8Sponsoring organizations maintaining donor advised funds.Did the organization make any taxable distributions under section 4966? 9aDid the organization make a distribution to a donor, donor advisor, or related person?Section 50l(c)(7) organizations. Enter:Initiation fees and capital contributions included on Part VIII, line 12 lOaGross receipts included on Form 990 Part VIII line 12 for public use of club facilities lObSection 50l(c)(12) organizations. Enter:Gross income from members or shareholders 1 laGross income from other sources (Do not net amounts due or paid to other sources againstamounts due or received from them.) libSection 4947(a)(1) non~exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12aIf “Yes,” enter the amount of tax-exempt interest received or accrued during the year I 12b -

Section 501(c)(29) qualified nonprofit health insurance issuers.Is the organization licensed to issue qualified health plans in more than one state? 13aNote. See the instructions for additional information the organization must report on Schedule 0.Enter the amount of reserves the organization is required to maintain by the states in which theorganization is licensed to issue qualified health plans 13bEnter the amount of reserves on hand 13c

Did the organization receive any payments for indoor tanning services during the tax year? 14a —

If ‘Yes.” has it filed a Form 720 to renort these Davments? If ‘No.” provide an explanation in Schedule 0 14b

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Forrn99Q(2013) MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062 Page6Part VI Governance, Management, and Disclosure For each Yes” response to lines 2 through lb beloui and fora “No” response

to line 8a, 8b, or lOb below~ describe the circumstances, processes, or changes in Schedule 0. See instructions.

Check if Schedule 0 contains a response or note to any line in this Part VI L~.1Section A. Governing Body and Management

Yes No

Ia Enter the number of voting members of the governing body at the end of the tax year _____________________

If there are material differences in voting rights among members of the governing body or ii the governingbody delegated broad authority to an executive committee or similar committee explain in Schedule 0

b Enter the number of voting members included in line la above who are independent ___________________

2 Did any officer director trustee or key employee have a family relationship or a business relationship with any otherofficer, director, trustee, or key employee? — X

3 Did the organization delegate control over management duties customarily performed by or under the direct supervisionof officers, directors, or trustees, or key employees to a management company or other person? —

4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? —

5 Did the organization become aware during the year of a significant diversion of the organization’s assets?6 Did the organization have members or stockholders?7a Did the organization have members, stockholders, or other persons who had the power to-elect or appoint one or

more members of the governing body? .i~ .~.

b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, orpersons other than the governing body?

8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:a The governing body?b Each committee with authority to act on behalf of the governing body?

9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at theorganization’s mailing address? If “Yes,” provide the names and addresses in Schedule 0 9 — —

Section B. Policies (This Section B requests in formation about policies not required by the Internal Revenue Code.)Yes

lOa Did the organization have local chapters, branches, or affiliates?b If Yes,’ did the organization have written policies and procedures governing the activities of such chapters, affiliates,

and branches to ensure their operations are consistent with the organization’s exempt purposes? —

ha Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? Xb Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. --

12a Did the organization have a written conflict of interest policy? If ~‘No,”go to line 13

b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?c Did the organization regularly and consistently monitor and enforce compliance with the policy? If ‘Yes, describe

in Schedule 0 how this was done

13 Did the organization have a written whistleblower policy?14 Did the organization have a written document retention and destruction policy?

15 Did the process for determining compensation of the following persons include a review and approval by independent - - --

persons, comparability data, and contemporaneous substantiation of the deliberation and decision?a The organization’s CEO, Executive Director, or top management officialb Other officers or key employees of the organization X

If Yes” to line iSa or 15b, describe the process in Schedule 0 (see instructions). - - - -

16a Did the organization invest in contnbute assets to or participate in a joint venture or similar arrangement with ataxable entity during the year? X

b If Yes, did the organization follow a written policy or procedure requiring the organization to evaluate its participation - - -

in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s -

exempt status with respect to such arrangements? — —

Section C. Disclosure17 List the states with which a copy of this Form 990 is required to be filed ~‘AK ,AR , CA, CT , FL ,GA, HI , IL ,KS ,KY, MA ,MI18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501 (c)(3)s only) available

for public inspection. Indicate how you made these available. Check all that apply.E~1 Own website LI Mother’s website Upon request El Other (explain in Schedule 0)

19 Describe in Schedule 0 whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financialstatements available to the public during the tax year.

20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization: ~. _________

ROBIN F. KLtJNG - 703-549-0060909 N. WASHINGTON STREET, NO. 400, ALEXANDRIA, VA 22314

332006 10.2913 SEE SCHEDULE 0 FOR FULL LIST OF STATES Form99O(2013)6


Form99O(2013) MARINE CORPS SCHOLARSHIP FOUNDATION INC 221905062 page7

I PartVll~ Compensation of Officers, Directors, Trustees, Key Employees, Highest CompensatedEmployees, and Independent ContractorsCheck if Schedule 0 contains a response or note to any line in this Part VII LI

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

Ia Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.• List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.

Enter -0- in columns (0), (E), and (F) if no compensation was paid.• list all of the organization’s current key employees, if any. See instructions for definition of ‘key employee.’• List the organization’s five current highest compensated employees (other than an officer, director, trustee, or key employee) who received report

able compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.• List all of the organization’s former officers, key employees, and highest compensated employees who received more than $100,000 of

reportable compensation from the organization and any related organizations.• List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization,

more than $10,000 of reportable compensation from the organization and any related organizations.list persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees;and former such persons.

LI Check this box if neither the organization nor any related organization comoensated any current officer. director, or trustee. ______________

(A) (B) (C) ([3) (E) (F)Name and Title Average (do not check more than one Reportable Reportable Estimated

hours per box, unless person is both an compensation compensation amount ofweek ~ from from related other

(list any ~ the organizations compensationhours for organization ~-2/1 099-MISC) from therelated ~-2J1 099-MISC) organization

. organizations ~ ~. and relatedbelow .. organizations

- H Bline)

(1) MARTIN R. STEELE (cHAIR) 1.00 —

DIRECTOR X 0. 0. 0.(2) ERIC J. CAHDELORI (VICE CHAIR) 1.00 — — — — — —

DIRECTOR X 0. 0. 0.(3) RICHARD C. HARTHACK 1.00TREASURER X X — — 0. 0. 0.(4) KEVIN N. AINSW0RTE 1. 00 — — —

GENERAL COUNSEL X — X — — — 0. 0. 0.(5) C. MICHAEL ARMSTRONG 1.00DIRECTOR X - 0. 0. 0.(6) RICHARD A. BERGEN 1.00 — — — — — —

DIRECTOR X — — — — — 0. 0. 0.(7) MATTHEW J. CARROLL 1.00DIRECTOR X — 0. 0. 0.(8) DEBORAH G. CARSTENS 1.00 — — — — —

DIRECTOR X — — — — — 0. 0. 0.(9) RONALD S. COLEMAN 1 00DIRECTOR X 0. 0. 0.(10) H. LEE DIXSON 1.00 — — — — — —

DIRECTOR X 0. 0. 0.(11) JOSEPH L. DRISCOLL 1.00 — — — — — —

DIRECTOR X 0. 0. 0.(12) CRAIG 3. DUCHOSSOIS 1.00 — — — — — —

DIRECTOR X — 0. 0. 0.(13) DONALD V. ESM0ND 1. 00 — — — — —

DIRECTOR X — — — — — 0. 0. 0.(14) DONALD W, FAUL 1. 00DIRECTOR X — — — — — 0. 0. 0.(15) NATHANIEL C. TICK 1.00DIRECTOR X — — — — — 0. 0. 0.(16) MICHAEL K. HAYDE 1.00DIRECTOR X 0. 0. 0.(17) JOHN C. HEENAN 1 . 00 — — — — — —

DIRECTOR X — — — — — 0. 0. 0.332007 10-29-13

7Form 990(2013)


I Part VIII Section A. Officers, Directors, Trustees, Key Em’~Eovees. and Highest Compensated Employees (continued)(A) (B) - (C) - (D) - (E) (F)

Name and title Average (do not check mare than ~ Reportable Reportable Estimatedhours per box, unless person is both an compensation compensation amount of

week officer .r,da director/trustee) from from related other(list any the organizations compensation

hours for organization (W-2J1 099-MISC) from therelated (W-2/1 099-MISC) organization

organizations and relatedbelow ~ .. organizationsline) ~

(18) MICHAEL HEGARTY 1. 00 — —

DIRECTOR X 0. 0. 0.(19) JANC. HOLY 1.00 — — — — —

DIRECTOR X — — — — 0. 0. 0.(20) DAVID A. JONES 1.00DIRECTOR X — — — — — 0. 0. 0.(21) KAREN KELLY 1.00DIRECTOR X — — — — — 0. 0. 0.(22) CARLTOK W. KENT 1. 00DIRECTOR X — — — — — 0. 0. 0.(23) JAMES D. KING 1.00DIRECTOR X — — — — 0. 0. 0.(24) BIJRRELL H. LANDES 1.00DIRECTOR X 0. 0. 0.(25) RICHARD B. LIEB 1.00 — — — — — —

DIRECTOR X 0. 0. 0.(26) KATHERINE C. MCCALLUM 1.00 —

DIRECTOR X 0. 0. 0.lb Sub-total 0. 0. 0.

c TotalfromcontinuationsheetstoPartVll,SectionA 962,585. 0. 74,159.d Total (add lines lb and ic) 962,585. 0. 74,159.

2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable V

compensation from the organization ~ — 5Yes No

3 Did the organization list any former officer director or trustee key employee or highest compensated employee on

line 1 a? If “Yes,” complete Scheduled for such individual 3 — X4 For any individual listed on line 1 a is the sum of reportable compensation and other compensation from the organization

and related organizations greater than $150,000? If “Yes,’ complete Scheduled for such individual 4 X —

5 Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual for services V V V

rendered to the organization? If “Yes,” complete Scheduled for such person — XSectionS. Independent Confractors

1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation fromthe organization. Report compensation for the calendar year ending with or within the organization’s tax year.

~ (A) (B) (C)Name and business address Description of services Compensation

DATOCWITTEN GROUP, INC.13145 APPLEGROVE LANE, HERNDON, VA 20171 ~VENT MANAGEMENT 288,119.CREATIVE LIQUID PRODUCTIONS LLC IIDEO PRODUCTION1313 KING STREET, ALEXANDRIA, VA 22314 ~ERVIES 161,319.HILL & KNOWLTON, INC. DONTRACTED MEDIAP.O. BOX 7247—7193, PHILADELPHIA, PA 19170 SERVICES 126,570.

2 Total number of independent contractors (including but not limited to those listed above) who received more than V V.V~ V V V

$100,000 of compensation from the organization ~. 3 V V V S VV V

33200810-29-13

SEE PART VII, SECTION A CONTINUATION SHEETS Form99O~2013)

Form 990 (2013) MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062 Page8


MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062I Part VII I Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) (B) (C) (D) (E) (9Name and title Average Position Reportable Reportable Estimated

hours (check all that apply) compensation compensation amount ofper from from related other

week the organizations compensation(list any organization (W-2/1 099-MISC) from the

hours for (W-2/1099-MISC) organizationrelated ~ and related

organizations ~ ~. ~ organizationsbelow

. H H aline) ~

(27) FREDERICK MCCORKLE 1.00DIRECTOR X — - 0. 0. 0.(28) JAMES P. MCGINTY 1.00 — — — — —

DIRECTOR X — — 0. 0. 0.(29) DENNIS P. MORRIS 1.00 — — —

DIRECTOR X — — — — 0. 0. 0.(30) BERNARD A, PEKALA 1.00 —

DIRECTOR X — — — — 0. 0. 0.(31) PAMELA SCEMIDLE 1.00 —

DIRECTOR X — — 0. 0. 0.(32) CHARLES C. SCIARNA 1.00 — — —

DIRECTOR X — — — 0. 0. 0.(33) K. PATRICK SIRNON 1.00 — —

DIRECTOR X — — 0. 0. 0.(34) WILLIAM SKILES 1.00 — — —

DIRECTOR X 0. 0. 0.(35) EARNING J. SMITH 1.00 — — — — — —

DIRECTOR X 0. 0. 0.(36) RICHARD STEPHENS 1.00 — — — — — —

DIRECTOR X 0. 0. 0.(37) SARAH H. STOKES 1.00 — — — — — —

DIRECTOR X 0. 0. 0.(38) GEORGE J. TRAUTMAN 1. 00 — — — — — —

DIRECTOR X 0. 0. 0.(39) MARGARET B. DAVIS 40 . 00 — — — — — —

PRESIDENT/CEO X — X — 298,095. 0. 15,534.(40) ALAN HAMMER 40.00 — —

SECRETARY — — X — 63,861. 0. 5,446.(41) ROBIN F. KLUNG 40.00 — —

DIRECTOR OF ACCOUNTING & FINANCE X 136,085. 0. 24,681.(42) KENNETH R. ASHWORTH 40.00 — — — — —

DIRECTOR, AMERICAN PATRIOTS CAMPAIGN — — X 176,449. 0. 14,362.(43) STEVEN D. PETERSON 40.00 — — — —

CHIEF OPERATIONS OFFICER — — — X 145,535. 0. 6,635.(44) JOIIMI4. RIPLEY 40.00 — — —

SENIOR DEVELOPMENT OFFICER — — — — X — 142,560. 0. 7,501.

TotaltoPartVll, SectionA,Iine ic 962,585. 74,159.

Form 990

33220105-01-13


MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062 Pacie9

Part Viii Statement of RevenueCheck if Schedule 0 contains a response or note to any line in this Part VIII LI

~ V: V ... (A) (B) (C) (D).... ~. Total revenue Related or Unrelated Revenue excluded

V V V V VV~ V V V V V V V V V V V V exempt function business rornun erV• V V V VV V V VV V V V• . V V V revenue revenue 512-514

~ 1 a Federated campaigns la

~ ~ b Membership dues lb V V V V V VV V V V V •. : V V V

~ c Fundraising events lo 8,844,016. V VV . V V VV . : V V V V V V V V

~ ~ d Related organizations .~ V V V V•VVVVV V .~ - V V V V V V V V V V V

~ e Government grants (contributions) le ..VV V VV V V. V V... V V

2~ f All other contributions gifts grants and

~ similar amounts not included above If 7, 360, 255. V :V V~ V~ V V V V V

~ 0 g Noncash contributions included in lines ia-li: $ 995 , 689. V V V V V V V

8~ h TotaiAdd lines ia-if ~. 16,204,271. . V V V

usiness Code .. V V V . V .V V V

~ 2a

~e b~U)~ c

utC>~o d~~cco e°- f All other program service revenue V

g TotaL Add lines 2a-21 : .

3 Investment income (including dividends, interest, andothersimilaramounts) ~ 935,250 935, 250.

4 Income from investment of ta*exernpt bond proceeds ~

5 Royalties(i) Real (e) Personal

6 a Grossrents V .V V V V V .~ V

b Less rental expenses

c Rental income or (loss) V V V V V V ~. V V V V f V

d Net rental income or (loss) V

7 a Gross amount from sales of (i) Securities (ii) Other V ~ - V~ V V V

. assets other than inventory 42,780, 846 V : V ~ V V

b Less: cost or other basis V V V V V V V V V

andsalesexpenses 40 843 019

c Gain or(Ioss) 1 937 827d Netgainor(loss) 1,937,827 1,937,827.

~ 8 a Gross income from fundraising events (not~ including $ 8 844 016 of

~ contributions reported on line 1 c). See V ~. V V V V V~ V~

~ PartIV,Iinel8 a 1,074,555 = - V

~ b Less direct expenses b 1 989 981~ c Net income or (loss) from fundraising events —915,426. . V V V V -915 ,426.

9 a Gross income from gaming activaies SeePart IV, line 19 .~ V V V V f V= V~ V V V

b Less direct expenses

c Net income or (loss) from gaming activities - V V -

10 a Gross sales of inventory less returnsand allowances a

b Less cost of goods sold bc Net income or (loss) from sales of inventory .

Miscellaneous Revenue lusiness Code . . . . ~ - V V V V~ V V V. . V

11 a M~,.NAGEMENT FEE 900099 12,000 12,000.

b OTHER REVENUE 900099 2,906 2,906.C

d All other revenue

e Total Add lines lialid 14 90612 Totairevenue.Seeinstructions. ~ 18,176,828 0 0 1,972,557.

10-29-13 Form 990 (2013)10


Form 990 (2013’i

Form 990 (2013) MARINE CORPS SCHOLARSHIP FOUNDATION INC 221905062 PaqelOI Part IX j Statement of Functional Expenses

I Grants and other assistance to governments andorganizations in the United States. See Part IV, line 21

2 Grants and other assistance to individuals inthe United States. See Part IV, line 22

3 Grants and other assistance to governments,organizations, and individuals outside theUnited States. See Part IV, lines 15 and 16

4 Benefits paid to or for members5 Compensation of current officers, directors,

trustees, and key employees6 Compensation not included above, to disqualified

persons (as defined under section 4958(f)(1)) andpersons described in section 4958(c)(3)(B)

7 Other salaries and wages8 Pension plan accruals and contributions (include

section 401(k) and 403(b) employer contributions)9 Other employee benefits

10 Payroll taxesII Fees for services (non-employees):

a Managementb Legalo Accountingd Lobbyinge Professional fundraising services. See Part IV, line 17f Investment management fees

g Other. (If line hg amount exceeds 10% of line 25,column (A) amount, list line hg expenses on Sch 0.)

12 Advertising and promotion13 Office expenses14 Information technology15 Royalties16 Occupancy17 Travel18 Payments of travel or entertainment expenses

for any federal, state, or local public officials19 Conferences, conventions, and meetings20 Interest21 Payments to affiliates22 Depreciation, depletion, and amortization23 Insurance24 Other expenses. Itemize expenses not covered

above. (List miscellaneous expenses in line 24e. If line24e amount exceeds 10% of line 25, column (A)amount, list line 24e expenses on Schedule 0.)

a MISCELLANEOUSb

C

de Allotherexpenses ___________________

25 Total functional expenses. Add lines 1 through 24e26 Joint costs. Complete this line only if the organization

reported in column (B) joint costs from a combinededucational campaign and fundraising solicitation.check here ~ EEl i followinq SOP 98-2 (ASO 958.720)

332010 10-29-13

102,232 *

149 ,52.i.

79,800.

194,426.

462,347.322,729.166,888.

157,384.

48,564.58 , 476.

90,691.59,127.69,756.

38, 819.

841, 605.

13,105,421. 8,456,6S~

20 , 322.40 , 063.

33 , 346.50,984.

79 ,800.

194,426.

230,438.62,599.40,312.

24,138.

141,218.201,003.56, 820.

94,427.

1,865,687. 2,7133,076.

Form 990(2013)

Section 501(c) (3) and 501(c)(4) organizations must complete all columns. AU other organizations must complete column (A).

Check if Schedule 0 contains a response or note to any line in this Part IX LiDo not include amounts reported on lines 6b, Total ~xiLnses progra~nLrvice Manag~m~ent and Fun~r~sing7b, 8b, 9b, and lOb of Part VIII. expenses general expenses expenses

6,436,925. 6,436,925. . .~ -~

543,703. 172,257. 221,879. 149,567.

1,753,101. 724,187. 400,499. 628,415.

56,168. 25,066. 11,855. 19,247.

17,082. 3,270. 13,812.

959,088. - - - . - 959,088.

495,692. 95,607. 244,982. 155,103.

169,879. 54,818. 56,515. 58,546.

552,323. 166,128. 123,154.

83,093. 28,667. 24,097. 30,329.. 18,923. 18,923.

72,833. 1,375.BAD DEBT 22,000. 22,000.

3,441. 68,017.

1107560722 137216 064—03816600 2013.04010 MARINE CORPS SCHOL.A.RSHIP FO 064—OOL1

Form 990 (2013) MARINE CORPS SCHOLARSHIP FOUNDATION INC 22—1905062 Pa~e11

ParL X j Balance Sheet

Check if Schedule 0 contains a response or note to any line in this Part X Li(A) (B)

Beginning of year End of year

I Cash - non-interest~bearing 7 , 466, 095. 7 7 , 569 , 994.2 Savings and temporary cash investments 23 Pledges and grants receivable, net 9 , 262 , 934 ~ 9 , 545 , 440.4 Accountsreceivable,net 26,293. 70,185.5 Loans and other receivables from current and former officers, directors,

trustees, key employees, and highest compensated employees. Complete

Part II of Schedule L 5

6 Loans and other receivables from other disqualified persons (as defined undersection 4958(0(1)), persons described in section 4958(c)(3)(8), and contributing

employers and sponsoring organizations of section 501 (c)(9) voluntary.~ employees’ beneficiary organizations (see instr). Complete Part II of Sch L 6~)~ 7 Notes and loans receivable, net< 8 Inventories for sale or use 8

9 Prepaidexpensesanddeferred charges 338,407. 377,367.ba Land, buildings, and equipment: cost or other -

basis. Complete Part VI of ScheduleD lOa 960 ,245 - -

b Less:accumulateddepreciation lob 603,340 387,607 bc 356,905.11 lnvestments-publiclytradedsecurities 35,721,884 ii 40, 352,272.12 Investments~ other securities. See Part IV, line 11 1213 Investments - program-related. See Part IV, line 11 j~.

14 Intangible assets

15 Otherassets.SeePartlV,linell 2,684,166 15 2,919,839.16 Totalassets.Addlinesl throughl5(mustequalline34) 55,887,386 i~ 61,192,002.17 Accounts payable and accrued expenses 355,003. 327,503.18 Grantspayable 214,829 18 124,770.19 Deferredrevenue 841,721 ~g 700,745.20 Tax-exempt bond liabilities 2021 Escrow or custodial account liability. Complete Part IV of Schedule D 413 , 551. 2.1 416 , 034.

~ 22 Loans and other payables to current and former officers, directors, trustees,

~E key employees, highest compensated employees, and disqualified persons -

~ Complete Part II of Schedule L 22

~ 23 Secured mortgages and notes payable to unrelated third parties 23

24 Unsecured notes and loans payable to unrelated third parties 2425 Other liabilities ~ncluding federal income tax, payables to related third

parties, and other liabilities not included on lines 17.24). Complete Part X ofScheduleD 603,589 25 525,990.

26 Total liabilities.Add linesl7through 25 2,428,693 ~ 2,095,042.Organizations that follow SFAS 117 (ASC 958), check here ~ [Xi and -.

~ complete lines 27 through 29, and lines 33 and 34.

~ 27 Unrestricted net assets 660 , 762 27 644, 227.~ 28 Temporarilyrestrictednetassets 19,044,935 ~ 23,329,354•o 29 Permanentlyrestrictednetassets 33,752,996 ~g 35, 123 ,379.~ Organizations that do not follow SFAS 117 (ASC 958), check here ~- El~ and complete lines 30 through 34 - -

-~ 30 Capital stock or trust principal, or current funds 30,~ 31 Paid-in or capital surplus, or land, building, or equipment fund 31

t~ 32 Retained earnings, endowment, accumulated income, or other funds 32Z ~ Totalnetassetsorfund balances 53 ,458 ,693 33 59,096,960.

34 Totalliabilitiesandnetassets/fundbalances 55,887,386 ~ 61,192,002.

33201110-29-13

12

Form 990(2013)


Form 990 (2013) MARINE CORPS SCHOLARSHIP FOUNDATION INC 22—1905062 Paael2Part Xli Reconciliation of Net Assets

Check if Schedule 0 contains a response or note to any line in this Part Xl

I Total revenue (must equal Part VIII, column (A), line 12) 1 18 , 17 6 , 828.2 Total expenses (must equal Part IX, column (A), line 25) 2 13 , 10 5 , 421.3 Revenue less expenses. Subtract line 2 from line 1 5 , 07 1 , 407.4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) 4 53 , 458, 69 35 Net unrealized gains (losses) on investments 5 607 , 03 96 Donated services and use of facilities 67 Investment expenses8 Prior period adjustments —p—.9 Other changes in net assets or fund balances (explain in Schedule 0) 40 , 179.

10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,

column (B)) 10 59 , 096, 960.~ Part XIII Financial Statements and Reporting

Check if Schedule 0 contains a response or note to any line in this Part XII .... E~1Yes No

I Accounting method used to prepare the Form 990: LI Cash E~1 Accrual El OtherIf the organization changed its method of accounting from a prior year or checked Other,’ explain in Schedule 0. -

2a Were the organization’s financial statements compiled or reviewed by an independent accountant?If “Yes,” check a box below to indicate whether the financial statements for the year were compiled or reviewed on a - -

separate basis, consolidated basis, or both:El Separate basis El Consolidated basis El Both consolidated and separate basis

b Were the organization’s financial statements audited by an independent accountant? ~If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis,consolidated basis, or both:L~1 Separate basis El Consolidated basis El Both consolidated and separate basis

c If “Yes’ to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, -:

review, or compilation of its financial statements and selection of an independent accountant? 2c XIf the organization changed either its oversight process or selection process during the tax year; explain in Schedule 0 : - -

3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single AuditAct and 0MB CircularA-133? — X

b If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required auditor audits, explain why in Schedule 0 and describe any steps taken to undergo such audits 3b — —

Form 990(2013)

33201210-29-13


0MB No. 1545-0047SCHEDULE A - -

(Form 990 or 990-EZ) Public Charity Status and Public SupportComplete if the organization is a section 501(c)(3) organization or a section

4947(a)(1) nonexempt charitable trust. .

Department ot the TreaeLvy fr Attach to Form 990 or Form 990-EZ. . Open to Publicintemal Revenue Smvice P Information about Schedule A (Form 990 or 990—EZ) and its instructions is atwwwjrs.gov/form99O. : Inspection

Name of the organization Employer identification number

MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062[Part 1:1 Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11 check only one box.)i LI A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

2 EZI A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)3 El A hospital or a cooperative hospital service organization described in section 170(b)(I)(A)(iii).

~ El A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital’s name,city, and state:

~ El An organization operated for the benefit of a college or university owned or operated by a governmental unit described insection 170(b)(1)(A)(iv). (Complete Part II.)

6 El A federal, state, or local government or governmental unit described in section 170(b)(I)(A)(v).

~ E~l An organization that normally receives a substantial part of its support from a governmental unit or from the general public described insection 170(b)(1)(A)(vi). (Complete Part II.)

8 El A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)~ El An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from

activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of~ts support from gross investment

income and unrelated business taxable income Qess section 511 tax) from businesses acquired by the organization after June 30, 1975.See section 509(a)(2). (Complete Part Ill.)

10 El An organization organized and operated exclusively to test for public safety. See section 509(a)(4).ii El An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or

more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that

describes the type of supporting organization and complete lines 11 e through 11 h.a El Type I b El Type II c El Type Ill - Functionally integrated d El Type Ill - Non-functionally integrated

e El By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other thanfoundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

I If the organization received a written determination from the IRS that it is a Type I, Type Il, or Type Illsupporting organization, check this box El

g Since August17, 2006, has the organization accepted any gift or contribution from any of the following persons?(I) A person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below,

the governing body of the supported organization?

(ii) A family member of a person described in Q) above?(iii) A 35% controlled entity of a person described in (i) or (ii) above?

h Provide the following information about the supported organization(s).

(I) Name of supported (ii) ElM (iii)Type of organization iv) Is the organization (v) Did you notify the orga~~~ col (Vii) Amount of monetaryorganization (described on lines 1-9 n cot. (i) listed in your organization in col. (I) organized in the support

above or BC section governing document? (i)of your support? U.S.?(see instructions))

Yes No Yes No Yes No

Total . . . . . . . ,. ., . . ...

WA For Paperwork Reduction Act Notice, see the Instructions for Schedule A (Form 990 or 990-EZ) 2013Form 990 or 990-EZ.

33202109-25-13


Schedule A (Form 990 or 990-EZ) 2013 MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062 Page 2IPartill Support Schedule for Organizations Described in Sections 17O(b)(1J~A)(iv) and 170(b)(lflAHvI)

(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organizationfails to qualify under the tests listed below, please complete Part Ill.)

Section A. Public SupportCalendar year (or fiscal year beginning in)~r _______________ _______________ _______________ ________________ _______________ ________________

I Gifts, grants, contributions, andmembership fees received. (Do notinclude any unusual grants.’) ______________ ______________ ______________ _______________ ______________ _______________

2 Tax revenues levied for the organization’s benefit and either paid toor expended on its behalf _____________ _____________ _____________ _____________ _____________ ______________

3 The value of services or facilitiesfurnished by a governmental unit tothe organization without charge ______________ ______________ ______________ _______________ ______________ _______________

4 Total. Add lines 1 through 3 _____________ _____________ _____________ _____________ _____________ ______________

5 The portion of total contributionsby each person (other than agovemmental unit or publiclysupported organization) includedon line 1 that exceeds 2% of theamount shown on line 11,column (f) ______________ ______________ ______________ ______________ ______________ _______________

6 Public support. Subtract Itna S frnm ma 4.

Section B. Total SupportCalendar year (or fiscal year beginning in) ~

7 Amounts from line 48 Gross income from interest,

dividends, payments received on

securities loans, rents, royalties

and income from similar sources9 Net income from unrelated business

activities, whether or not thebusiness is regularly carried on

10 Other income. Do not include gainor loss from the sale of capitalassets (Explain in Part IV.)

11 Total support. Add lines 7 through 10

(a’l 2009 (bI 2010 (ci 2011 (dl 2012 (el 2013 (fI Total6,479,610. 10,678,804. 13,865,393. 18,973,358. 16,204,271. 66,201,436.

679,679. 784,537. 758,671. 1,034,880. 935,250. 4,193,017.

68,805. 153,091. 270,087. 14,906. 506,889.70 901 342

Gross receipts from related activities, etc. (see instructions) 12First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501 (c)(3)

organization, check this box and stop here ~LISection C. Computation of Public Support Percentage14 Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f)) 14 8 0 . 69 %15 Public support percentage from 2012 Schedule A, Part II, line 14 15 80 . 34 %16a 33 1/3% support test - 2013. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and

stop here. The organization qualifies as a publicly supported organization

b 33 1/3% support test -2012. If the organization did not check a box on line 13 or 1 6a, and line 15 is 33 1/3% or more, check this boxand stop here. The organization qualifies as a publicly supported organization ~- LI

17a 10°!. -facts-and-circumstances test -2013. If the organization did not check a box on line 13, 16a, or 1Gb, and line 14 is 10% or more,and if the organization meets the ‘facts-and-circumstances” test, check this box and stop here. Explain in Part IV how the organization

meets the ‘facts-and-circumstances” test. The organization qualifies as a publicly supported organization ~- LIb 10% -facts-and-circumstances test -2012. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or

more, and if the organization meets the ‘facts-and-circumstances” test, check this box and stop here. Explain in Part IV how theorganization meets the ‘facts-and-circumstances’ test. The organization qualifies as a publicly supported organization ~I’ LI

18 Private foundation. If the organization did not check a box on line 13, 1 Ga, 1 6b, 17a, or 1 7b, check this box and see instructions ~. LISchedule A (Form 990 or 990-EZ) 2013


33202209-25-13

(a~ 2009 (b) 2010 (ci 2011 Cd) 2012 (e) 2013 (fI Total

6,479,610. 10,678,804. 13,865,393. 18,973,358. 16,204,271. 66,201,436.

6,479,610 10,678,804. 13,865,393. 18,973,358. 16,204,271. 66,201,436.

8 992 075

57,209,361.

12

13

Schedule A (Form 990 or 990-EZI 2013 Paae 3

Section A. Public SupportCalendar year (or fiscal year beginning in) P

1 Gifts, grants, contributions, andmembership fees received. (Do notinclude any unusual grants.)

2 Gross receipts from admissions,merchandise sold or services performed, or facilities fumished inany activity that is related to theorganization’s tax-exempt purpose

3 Gross receipts from activities thatare not an unrelated trade or business under section 513

4 Tax revenues levied for the organization’s benefit and either paid toor expended on its behalf

5 The value of services or facilitiesfumished by a governmental unit tothe organization without charge -- -

6 Total. Add lines 1 through 57a Amounts included on lines 1, 2, and

3 received from disqualified personsb Amounts included on lines 2 end 3 received

from other than disqualified persons thatexceed the greater of $5,000 or 1% of theamount on lIne 13 fer the year

c Add lines 7a and 7b

8 Public SUpI3OTt (Subtract line 7c 1rpm tine 5.t

Section B. Total Support

Part lllJ Support Sch&iule for Organizations Described in Section 509(a)(2)(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part Il. If the organization fails tonualifv under the tests listed below. please comolete Part II.)

(a) 2009 Cb)2010 M2011 (d)2012 (e) 2013 (f) Total

Calendar year (or fiscal year beginning in) P (a) 2009 (b) 2010 (c) 2011 (dl 2012 (el 2013 (ii Total

9 Amounts from line 6lOa Gross income from interest,

dividends, payments received onsecurities loans, rents, royaltiesand income from similar sources -. -

b Unrelated business taxable income(less section 511 taxes) from businessesacquired after June 30, 1975

cAdd lines lOa and lObII Net income from unrelated business

activities not included in line lab,whether or not the business isregulatly carried on

12 Other income. Do not include gainor loss from the sale of capitalassets (Explain in Part lv.)

13 Total SUftIfOrt. (Add tines 9, lOc, 11, and 12.)

14 First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organization,

check this box and stop here PSection C. Computation of Public Support Percentage15 Public support percentage for 2013 (line 8, column (f) divided by line 13, column (fl) 15 %

16 Public support percentage from 2012 Schedule A, Part Ill, line 15 16 %Section D. Computation of Investment Income Percentage17 Investment income percentage for 2013 (line bc, column (f) divided by line 13, column (t)) 17 %

18 Investment income percentage from 2012 Schedule A, Part Ill, line 17 18 %19a 33 1/3% support tests - 2013. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not

more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ~ Elb 33 1IY/u support tests - 2012. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and

line 18 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization P LI20 Private foundation. If the organization did not check a box on line 14, 1 9a, or 1 9b, check this box and see instructions ~El332023 09-25-13 Schedule A (Form 990 or 990-EZ) 2013


Schedule A (Form 990 or 990~EZ) 2013 MARINE CORPS SCHOLARSHIP FOUNDATION INC 22 1905062 Page 4Pait~~j SuppIementa~ Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part Ill, line 12.

Also complete this part for any additional information. (See instructions).

332024 09-20-13 Schedule A (Form 990 or 990-EZ) 201317


** PUBLIC DISCLOSURE COPY **

Schedule of Contributors Ifr Attach to Form 990, Form 990-EZ, or Form 990-PR

~- Information about Schedule B (Form 990, 990-EZ, or 990-PF) andits instructions is at~irc olformP.clfl.


MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062Organization type (check one):

Filers of: Section:

Form 990 or 990-EZ E~1 501 (c)( 3 ) (enter number) organization

LZI 4947(a)(1) nonexempt charitable trust tiot treated as a private fQundation

El 527 political organization

Form 990-PF El 501 (c)(3) exempt private foundation

El 4947(a)(1) nonexempt charitable trust treated as a private foundation

El 501 (c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.Note. Only a section 501 (c)17), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

El For an organization filing Form 990, 99Q~EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any onecontributor. Complete Parts I and II.

Special Rules

For a section 501 (c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of(1) $5,000 or (2)2%

of the amount on (i) Form 990, Part VIII, line 1 h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

El For a section 501 (c)17), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, orthe prevention of cruelty to children or animals. Complete Parts I, II, and Ill.

For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year,

contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not total to more than $1000.

If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc.,purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received noneXclusivelyreligious, charitable, etc., contributions of $5,000 or more during the year ~ $ _________________

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF),

but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, tocertify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).

Schedule B(Form 990, 990-EZ,or 990-PF)Department of the TreasuryInternal Revenue Service

0MB No. 1545-0047

2013

El

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PR Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

32345110-24-13

Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page 2Name of organization Employer identification number

MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062

Part I Contributors (see instructions) Use duplicate copies of Part I if additional space is needed

(a) (b) (c) (d)

No. Name, address, and ZIP + 4 Total contributions Type of contribution

1 Person E~lPayroll LZI

~ 2 , 350 $ 000. Noncash LZ~(Complete Part II for

noncash contributions.)

(a) (b) (c) (d)


2 Person [~]Payroll El

$ 540 , 000. Norrcash El(Complete Part II fornoncash contributions.)

(a) (b) (c) (d)


3 Person E~lPayroll El

$ 376,579. Noncash El(Complete Part II fornoncash contributions.)

(a) (b) (c) (d)No. Name, address, and ZIP + 4 Total contributions Type of contribution

4 Person [XlPayroll El

$ 350,000. Noncash El(Complete Part II fornoncash contributions.)

(a) (b) (c) (d)No. Name, address, and ZIP +4 Total contributions Type of contribution

~ Person [XiPayroll El

$ 485,000. Noncash El(Complete Part II for

noncash contributions.)

(a) (b) (c) (d)No. Name, address, and ZIP + 4 Total contributions Type of contribution

Person El~ Payroll El

~ Noncash El(Complete Part II fornoncash contributions.)

323452 10-24-13

19Schedule B (Form 990, 990-EZ, or 990-FE) (2013)


Schedule B (Form 990, 990-EZ, or990-P9 (2013) Paqe 3Name of organization I Employer identification number -

MARINE CORPS SCHOLARSHIP FO~fl~DATION INC 22-1905062

~ PártH~ Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.

(a)(c)No. (b) (d)

FMV (or estimate)from Description of noncash property given Date received

(see instructions)Part I

$

(a)No. (b) (c) (d)

FMV (or estimate)from Description of noncash property given Date received(see instructions)Part I

S

(a>(c)No. (b) (d)

FMV (or estimate)from Description of noncash property given Date received(see instructions)Part I

$

(a)(c)

No. (b) (d)FMV (or estimate)

from Description of noncash property given Date received(see instructions)Part I

s

(a)(c)

No, (b) (d)FMV (or estimate)

from Description of noncash property given Date received(see instructions)

Part I

S

(a)(c)

No. (b) (ci)FMV (or estimate)

from Description of noncash property given Date receivedPart (see instructions)

S323453 10-24-13

20Schedule B (Form ~90, 990-EZ, or 990-PF) (2013)


Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page 4Name of organization Employer identification number

MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062~ III Excki lye! religious, charitable, etc., individual contributions to section tilil(c)(l), (ti), or (lii) organizations thattotal more than ~1,UUU lorthe.:. year. ~om~iete columns (a)through (e) andthe following line entry. For organizations completing Part Ill, enter

the total of exclusively religious, charitable, etc., contributions of $1 ,00a or less for the year. (Eflterthis~n~rmaliafl once.) ~‘ $_______________________________

Use duplicate copies of Part Ill if additional space is needed.(a) No.from (b) Purpose of gift (c) Use of gift (d) Description of how gift is heldPart I

(e) Transfer of gift

Transferee’s name, address, and ZIP +4 Relationship of transferor to transferee

(a) No.from (b) Purpose of gift (c) Use of gift (d) Description of how gift is heldPartl


Transferee’s name, address, and ZIP + 4 Relationship of transferor to transferee

(a) No.from (b) Purpose of gift (c) Use of gift (ci) Description of how gift is heldPart I



(a) No.from (b) Purpose of gift (c) Use of gift (d) Description of how gift is heldPart I



323454 10-24-13

21Schedule 8 (Form 990, 990-EZ, or 990-PF) (2013)


Name of the organization Employer identification numberMARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062

IP~-t Ill Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.complete if theorganization answered Yes” to Form 990, Part IV, line 6.

(a) Donor advised funds (b) Funds and other accounts

1 Total number at end of year2 Aggregate contributions to (during year)3 Aggregate grants from (during year)4 Aggregate value at end of year5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds

are the organization’s property, subject to the organization’s exclusive legal control? El Yes El No6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only

for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferringimpermissible private benefit9 El Yes El No

I~Pa~~ li:~.I Conservation Easements. Complete if the organization answered ‘Yes’ to Form 990, Part IV, line 7.Purpose(s) of conservation easements held by the organization (check all that apply).El Preservation of land for public use (e.g., recreation or education) El Preservation of an historically important land area

El Protection of natural habitat El Preservation of a certified historic structureEl Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the lastday of the tax year. _______________________

Total number of conservation easementsTotal acreage restricted by conservation easements _________________________

Number of conservation easements on a certified historic structure included in (a) _________________________

Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structurelisted in the National Register _________________________

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the taxyear~ _______________

Number of states where property subject to conservation easement is located ~ ________________

Does the organization have a written policy regarding the periodic monitoring, inspection, handling ofviolations, and enforcement of the conservation easements it holds? El Yes El NoStaff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year ~ _______________

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year ~- $ _______________

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 1 70(h)(4)(B)(i)and section 1 70(h)(4)(B)(i~? El Yes El No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, andinclude, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting forconservation easements.

Part Ill I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar AssetsComplete if the organization answered “Yes to Form 990, Part IV, line 8.

la If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art,historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII,

the text of the footnote to its financial statements that describes these items.

b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historicaltreasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amountsrelating to these items:

(I) Revenues included in Form 990, Part VIII, line 1 ~ S _______________________

(ii) Assets included in Form 990, Part X ~ S _______________________

2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, providethe following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

a Revenues included in Form 990, Part VIII, line 1 ~‘- S _____________________

b Assets included in Form 990, Part X ~‘- S _____________________

Held at the End of the Tax Year

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.33205109-25-13

22

Schedule 0 (Form 990)2013

SCHEDULE D Supplemental Finandal Statements(Form 990) ~‘- Complete if the organization answered “Yes,” to Form 990,

Part IV, line 6,7,8,9, 10, ha, hib, lic, lid, lie, hf, 12a, or 12b.Department of the Treasury fr Attach to Form 990.Internal Revenue Service ~‘ Information about Schedule 0 (Form 990~ and its instructions is at ~

I 0MB No. 1545-0047

2013Inspection

a

b

C

d

2

3

45

6

78

9

2a2b

2c

2d


Schedule 0 (Form 990t 2013 MARINE CORPS SCHOLARSHIP FOUNDATION INC 221905062 Page2

Pârtillj Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets(continued)

3 Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items(check all that apply):

a El Public exhibition d El Loan or exchange programsb El Scholarly research e El Other_____________________________________________________o El Preservation for future generations

4 Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in Part XIII.5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets

to be sold to raise funds rather than to be maintained as part of the organization’s collection’? El Yes El NoPart IV. I Escrow and Custodial Arrangements. Complete itthe organization answered ‘Yes’ to Form 990, Part IV, line 9, or

reported an amount on Form 990, Part X, line 21.

Ia Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not includedonForm990,PartX? ElYes E~lNo

b If ‘Yes,’ explain the arrangement in Part XIII and complete the following table:Amount

c Beginning balance ic

d Additions during the year ide Distributions during the year le

f Ending balance If2a Did the organization include an amount on Form 990, Part X, line 21? [Xi Yes Li No

b If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII E~l~ Part V ~1 Endowment Funds. Complete “the organization answered ‘Yes’ to Form 990, Part IV, line 10.

(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back

Ia Beginningofyearbalance 34,573,570. 25,927,113. 25,366,522. 21,332,597 17,031,125.

b Contributions 2,594,211. 6,410,094. 5,520,078. 1,410,869 2,248,494.

c Netinvestmenteamings,gains,andlosses 2,834,286. 3,043,454. —1,093,788. 3,219,244 3,121,587.d Grantsorscholarships 1,002,195. 807,091. 3,865,699. 596,188 60,295.

e Other expenditures for facilitiesandprograms 1,008,314.

f Administrative expenses

g Endofyearbalance 38,999,872. 34,573,570. 25,927,113. 25,366,522 21,332,597.2 Provide the estimated percentage of the current year end balance (line ig, column (a)) held as:

a Board designated or quasi-endowment ~ 1. 73 ~b Permanent endowment ~ 78. 58c Temporarily restricted endowment ~ 19 . 69

The percentages in lines 2a, 2b, and 2c should equal 100%.3a Are there endowment funds not in the possession of the organization that are held and administered for the organization

by: Yes No(I) unrelated organizations 3a(i) X(ii) related organizations 3a(iI) X

b If “Yes” to 3a(.ii), are the related organizations listed as required on Schedule R? 3b

4 Describe in Part XIII the intended uses of the organization’s endowment funds.

~ Part VI I Land, Buildings, and Equipment.Complete if the organization answered “Yes” to Form 990, Part IV, line 11 a. See Form 990, Part X, line 10.

Description of property (a) Cost or other (b) Cost or other (c) Accumulated (d) Book valuebasis (investment) basis (other) depreciation

la ~ndb Buildingsc Leaseholdimprovements 327,400 77,082 250,318.d Equipment 632,845 526,258 106,587.e Other

Total. Add lines 1 a through 1 e. (Column (d) must equal Form 990, Part )( column (B), line 10(c).) 356 , 90 5ScheduleD (Form 990) 2013

33205209-25-13


ScheduleD(ForrnB9O’)2013 MARINE CORPS SCHOLARSHIP FOUNDATION INC 22—1905062 Page3j.PartVllj Investments - Other Securities.

Complete if the organization answered Yes to Form 990, Part IV, line 11 b. See Form 990, Part X, line 12.(a) Description of security or category ~i~cluaing name of security) (b) Book value (c) Method of valuation: Cost or end-of-year market value

(1) Financial derivatives(2) Closely-held equity interests(3) Other

(A)

(B)

(C)(D)

(F)(F)

(G)(H)

Total. (Col. (b) must equal Form 990, PartX, col. (B) line 12.) ~- :- ~ .‘. •~:‘- :- ~~:-~:~:-.

I:PartV11II Investments -~ Program Related.Complete if the organization answered ‘Yes to Form 990, Part IV, line 1 ic, See Form 990, Part X, line 13.

(a) Description of investment (b) Book value (c) Method of valuation: Cost or end-of-year market value

(1)

(2)(3)

(4)(5)

(6)

(7)(8)

(9)Total. (Col. (b) must equal Form 990, Part X, col. (8) line 13.) ~- -. :-- i~- :::. ~-:-:~: ~:-: ~-~-:

jRart IXI Other Assets,Complete if the organization answered ‘Yes” to Form 990, Part IV, line lid. See Form 990, Part X, line 15.

(a) Description (b) Book value

(1)(2)

(3)

(4)(5)

(6)(7)(8)

(9)Total. (Column (b) must equal Form 990, Part X~ col. (B) line 15.)

I Part:X-j Other Liabilities.Complete if the organization answered ‘Yes’ to Form 990, Part IV, line lie or 1 if. See Form 990, Part X, line 25.

j (a) Description of liability (b) Book value - ‘- - - ‘ =

(1) Federal income taxes - -V -~ - -

(2) OBLIGATIONS UNDER CHARITABLE - : -- --

(3) TRUSTS 525,990. ---V -- - -. V

(4) - -- -- - - - - - - --

(5) : - - - -- - - - -- - - V - - -

(6) - - - .--~ -: - - -

0 ~. - - :-~- - ‘- -- V

(8) ‘V-:- ‘:-• - V - -

(9) - - -. - - V - - V

Total. (Column (b) must equal Form 990, Part)~ col. (B) line 25.) 525 , 990. - - ‘. - -V - - - - - - V V - -

2. Uability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization’s financial statements that reports theorganization’s liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII E~1

Schedule D (Form 990)2013

33205309-25-13


[P~fXi f Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.Complete if the organization answered ‘Yes” to Form 990, Part IV, line 1 2a.

Total revenue, gains, and other support per audited financial statements

Amounts included on line 1 but not on Form 990, Part VIII, line 12:Net unrealized gains on investments 2a 6 07 , 039Donated services and use of facilities 21j 93 , 666.Recoveries of prior year grants 2cOther(Describe in PartXIll.) 2d 1, 949 , 802.Add lines 2a through 2d

Subtract line 2e from line 1Amounts included on Form 990, Part VIII, line 12, but not on line 1:

Investment expenses not included on Form 990, Part VIII, line 7b 4a 194 , 426.Other (Describe in Part XIII.) 4b

Add lines 4a and 4bTotal revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)

Total expenses and losses per audited financial statements

Amounts included on line 1 but not on Form 990, Part IX, line 25:Donated services and use of facilities 2a 9 3 , 666Prior year adjustments 2bOther losses 2cOther(DescribeinPartXlll.) 2d 1,989, 981.Add lines 2a through 2d

Subtract line 2e from line 1Amounts included on Form 990, Part IX, line 25, but not on line 1:ln~estment expenses not included on Form 990, Part VIII, line 7b 4a 194 , 426.Other (Describe in Part XIII.) 4b

Add lines 4a and 4bTotal expenses. Add lines 3 and 4c. (This must equal Form 990, Part!, line 18.)

PART IV, LINE 2B:

EXPLANATION: AMOUNTS HELD FOR OTHERS REPRESENT FUNDS NOT CONTROLLED BY THE

FOUNDATION AND HELD IN A CUSTODIAL CAPACITY ON BEHALF OF OTHERS. THE

AMOUNTS HELD FOR OTHERS RELATE TO A REVOLVING LOW-INTEREST LOAN FUND

ESTABLISHED BY COLONEL WALTER AND ELEANOR SHORT FOR NEEDY UNDERGRADUATE

STUDENTS ENROLLED IN NROTC, MECEP AND PLC PROGRAMS, WHO ARE COMPLETING

PRE-CONMISSIONING REQUIREMENTS TO BECOME MARINE OFFICERS. THE FOUNDATION

DOES NOT CONTROL THE DISBURSEMENTS OF THESE FUNDS. TO DATE, NO LOANS HAVE

BEEN MADE.

INVESTMENTS AND CASH EQUIVALENTS AT DECEMBER 31, 2013 AND 2012 INCLUDE

$416,034 AND $413,551 RESPECTIVELY, REPRESENTING THE PRINCIPAL OF~iZLJ3409-25-13 Schedule D (Form 990)2013

Schedule D (Form 990’~ 2013 MARINE CORPS SCHOLARSHIP FOUNDATION INC 221905062 Page4

12

ab

C

de

3

4a

bC

5

I 20 ,632,909.

2e 2,650,507.~ 17,982,402.

194,426.

Part X~J Reconciliation of Expenses per Audited Financial Statements With Expenses perComplete if the organization answered ‘Yes to Form 990, Part IV, line 12a.

5

12

ab

C

de

3

4ab

C

5

Return.18,176,828.

1 14,994,642.

2e

Part Xliii Supplemental Information.

2,083,647.-.~— 12,910,995.

194,426.

Provide the descriptions required for Part II, lines 3,5, and 9; Part III, lines la and 4; Part IV, lines lb and 2b; Part V, line 4; Part X, line 2; Part Xl,

lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

5 13,105,421.

2507560722 137216 064-03816600 2013.04010 MARINE CORPS SCHOLARSHIP FO 064—OOL1

ScheduleD (Form 990) 2013 MARINE CORPS SCHOLARSHIP FOUNDATION INC 22—1905062 Page 5rt~)(iIi Supp’emental Information (continued)

APPROXIMA.TELY $109,000 AND APPRECIATION OF $307,034 AND $304,551

RESPECTIVELY, ON THE SHORT FUND.

PART V, LINE 4:

EXPLANATION: THE FOUNDATION’S ENDOWMENT FUNDS ARE USED TO PROVIDE

SCHOLARSHIP AWARDS TO THOSE STUDENTS WHO ARE CHILDREN OF PERSONS WHO

SERVED IN THE U.S. MARINE CORPS, WHO APPLY AND QUALIFY ACCORDING TO THE

REQUIREMENTS AS SET BY THE FOUNDATION’S POLICY.

PART X, LINE 2:

EXPLANATION: THE FOUNDATION ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN

TAX POSITIONS. THE FOUNDATION EVALUATED ITS TAX POSITIONS AND DETERMINED

THAT ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON

EXAMINATION. THE FOUNDATION’S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND

EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE

FISCAL YEARS 2010 THROUGH 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND

STATE AUTHORITIES.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

FUNDRAISING EVENT EXPENSES 1,989,981.

CHANGE IN VALUE OF CHARITABLE TRUSTS -40,179.

TOTAL TO SCHEDULE D, PART XI, LINE 2D 1,949,802.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

EXPENSES OF INTERNAL EVENTS NETTED AGAINST REVENUE 1,989,981.

Schedule D (Form 990)201333205509-25-13


0MB No. 1045-0047

Supplemental Information Regarding Fundraising or Gaming ActivitiesComplete if the organization answered “Yes” to Form 990, Part IV, lines 17, 18, or 19, or if the

organization entered more than $15,000 on Form 990-EZ, line 6a.~- Attach to Form 990 or Form 990-EZ.

~‘—~‘- ‘~ ‘~— 990 or 990—EZI and its instructions is at,m,,,,,, kn ,-c--,,,Ifr,rrn 090

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.SEE PART IV FOR CONTINUATIONS

33205108-12-13

27

Schedule G (Form 990 or 990-EZ) 2013

SCHEDULE G(Form 990 or 990—EZ)

Department of the TreasuryInternal Revenue Service

2013Open To,PüblicInspection

Name of the organization - - U Employer identification number


Part i Fundraising Activities. Complete if the organization answered Yes” to Form 990, Part IV, line 17. Form 990-EZ filers are not- required to complete this part.

1 Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a EX~1 Mail solicitations e L~1 Solicitation of non-govemment grantsb E~1 Intemet and email solicitations ~ LZI Solicitation of govemment grants

c E~1 Phone solicitations g L~1 Special fundraising eventsd E~1 In-person solicitations

2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or

key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? E~1 Yes El Nob If “Yes,’ list the ten highest paid indiviØuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be

compensated at least $5,000 by the organization.

. . (iii~ Did - (v) Amount paid , -‘ A +(I) Name and address of individual fundraiser (iv) Gross receipts to (or retained by) jVIj moun pai

. (ii) Activity have custody . . . to (or retained by)or entity (fundraiser) or control of from activity iunuraiser zaticontributions? listed in col. (I) organi Ofl

DATOCWITTEN GROUP - 13145

APPLEGROVE LANE, IIERND0N, VA VENT MANAGEMENT X 2,470,280. 180,667. 2,289,613.

EM EVENTS — 2040 NORTH LOOP

VEST, SUITE 22, H0tISTON, TX VENT MANAGEMENT X 1,262,365. 25,000. 1,237,365.

PROJECTS PLUS, INC. - 145 —

VEST 45TH ST, NEW YORK, NY VENT MANAGEMENT X 1,175,322. 83,666. 1,091,656.

PATRICIA J, EURLEY B

ASSOCIATES — 205 W WACKER DR, VENT MANAGEMENT X 1,143,133. 84,677. 1,058,456.

GORDON C. JAMES PUBLIC

RELATIONS — 4715 N 32ND ST, VENT MANAGEMENT X 988,869. 83,694. 905,175.

GABRIEL GROUP - 3190 RIDER

TRAIL SOUTH, EARTH CITY, MO iIRHCT MAIL PROGRJthO H 774,270. 612,973. 161,297.

TEE RICHARD MAHAN GROUP -

3415 SOUTH SEPULVEDA VENT MANAGEMENT H 421,708. 64,145. 357,563.

HARRIS CONNECT - 1400-A

CROSSWAYS BLVD., CHESAPEAKE, ‘HONE SOLICITATION PROGRAM H 168,792. 100,872. 67,920.

CONVENTURES, INC. - ONE

DESIGN CENTHR PLACE, BOSTON, ~VENT MANAGEMENT — X 50,000. 20,000. 30,000.

Total 8,454,739. 1,255,694. 7,199,045.

3 list all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registrationor licensing.

AL,AK,AZ ,AR,CA,CO,CT,FL,GA,HI,IL,KS ,KY,ME,MD,MA.,MI ,MN,MS ,MO,NH,NJ,N~M,NY,NCND,OH,OK,OR,PA,RI,SC,TN,UT,VA,WA,WV,WI,DE,IA,ID,IN,LA,MT,NE,NV,SD,,TX,VT,WY


Schedule G (Form 990 or 99O-~) 2013 MARINE CORPS SCHOLARSHIP FOUNDATION INC 22—1905062 Page 2Part.II j Fundraising Events. Complete if the organization answered ‘Yes’ to Form 990, Part IV, line 18, or reported more than $15,000

of fundraising e’~’ent contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.(a) Event #1 (Li) Event #2 (c) Other events

(d) Total events~EW YORK IOUSTON (add col. (a) through3ALL ~WARDS DINNE 27 col (c))

to (event type) (event type) (total number)

~ I Grossreceipts 1,175,322. 1,262,365. 7,480,884. 9,918,571.

2Less:Contributions 1,154,315. 1,239,115. 6,450,586. 8,844,016.

3 Grossincome(linelminusline2) 21,007. 23,250. 1,030,298. 1,074,555.

4 Cash prizes

5 Noncashprizes 7,125. 2,187. 194,030. 203,342.

~ 6 Rent/facilitycosts 14,829 14,829.~ 7 Foodandbeverages 91,055. 65,061. 583,532. 739,648.0

8 Entertainment 4,800. 250. 10,040. 15,090.9 Otherd~rectexpenses 80,702. 50,078. 886,292. 1,017,072.10 Direct expense summary. Add lines 4 through 9 in column (d) ~ 1 , 9 89 , 981.11 Net income summary. Subtract line 10 from line 3, column (d) 915 , 426.

fFart 111 Gaming Complete if the organization answered Yes to Form 990 Part IV line 19 or reported more than

$15,000 on Form 990-EZ, line 6a.. (b) Pull tabs/instant . (d) Total gaming (add~to (a) Bingo bingo/progressive bingo (c) Other gaming col. (a) through col. (c))

1 Gross revenue

,n 2 Cash prizesti)U)

~ 3 Noncash prizes

~ 4 Rent/facility costs0

5 Other direct expensesLi Yes______ % Li Yes______ % Li Yes______

6 Volunteer labor Li No Li No Li No

7 Direct expense summary. Add lines 2 through 5 in column (d)

8 Net gaming income summary. Subtract line 7 from line 1, column (d)

9 Enter the state(s) in which the organization operates gaming activities: _______________________________________________________________

a Is the organization licensed to operate gaming activities in each of these states? Li Yes Li NoLi If “No,” explain:

ba Were any of the organization’s gaming licenses revoked, suspended or terminated during the tax year? Li Yes Li Nob If “Yes,’ explain:

332082 09-12-13 Schedule G (Form 990 or 990-EZ) 2013

2807560722 137216 064—03816600 2013.04010 MARINE CORPS SCHOLARSHIP P0 064—OOL1

Schedule G (Form 990 or 990.EZ) 2013 MARINE CORPS SCHOLARSHIP FOUNDATION INC 22—1905062 Page 3

II Does the organization operate gaming activities with nonmembers? Li Yes Li No12 Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed

to administer charitable gaming? LE~ Yes EZI No13 Indicate the percentage of gaming activity operated in:

a The organization’s facility 13a

b An outside facility 13b %14 Enter the name and address of the person who prepares the organization’s gaming/special events books and records:

Name ~-

Address fr

iSa Does the organization have a contract with a third party from whom the organization receives gaming revenue? El Yes LI No

b If ‘Yes,’ enter the amount of gaming revenue received by the organization ~‘ $ _________________ and the amount

of gaming revenue retained by the third party ~- $ ________________

o If ‘Yes,’ enter name and address of the third party:

Name ~-

Address ~-

16 Gaming manager information:

Name ~‘

Gaming manager compensation ~‘ $ _________________

Description of services provided ~- ___________________________________________________________________________________________

El Director/officer El Employee El Independent contractor

17 Mandatory distributions:

a Is the organization required under state law to make charitable distributions from the gaming proceeds toretain the state gaming license? El Yes El No

b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in theorganization’s own exempt activities during the tax year ~ $

I Pail IVJ Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, lob, 15b,15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).

SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FTJNDRAISERS:

(I) NAME OF FtJNDRZUSER: DATOCWITTEN GROUP

(I) ADDRESS OF FUNDR1~JSER: 13145 APPLEGROVE LANE, HERNDON, VA 20171

(I) NAME OF FUNDRAISER: EM EVENTS

(I) ADDRESS OF FUNDRAISER:

2040 NORTH LOOP WEST, SUITE 22, HOUSTON, TX 77018

332083 09-12-13 Schedule G (Form 990 or 990-EZ) 201329


ScheduleG(FormG9Oor99O-EZ) MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062 Paqe4jPart:IV. I Supplemental Information (continued)

(I) NAME OF FUNDRAISER: PROJECTS PLUS, INC.

(I) ADDRESS OF FUNDRAISER: 145 WEST 45TH ST, NEW YORK, NY 10036

(I) NAME OF FUNDRAISER: PATRICIA J. HURLEY & ASSOCIATES

(I) ADDRESS OF FUNDRAISER: 205 W WACKER DR, STE 1400, CHICAGO, IL 60606

(I) NAME OF FUNDRAISER: GORDON C. JAMES PUBLIC RELATIONS

(I) ADDRESS OF FTJNDRAISER: 4715 N 32ND ST. STE 104, PHOENIX, AZ 85018

(I) NAME OF FUNDRAISER: GABRIEL GROUP

(I) ADDRESS OF FUNDRAISER: 3190 RIDER TRAIL SOUTH, EARTH CITY, MO 63045

(I) NAME OF FUNDRAISER: THE RICHARD MAHAN GROUP

(I) ADDRESS OF FUNIJRAISER:

3415 SOUTH SEPULVEDA BOULEVARD, STE 640, LOS ANGELES, CA 90034

(I) NAME OF FUNDRA.ISER: HARRIS CONNECT

(I) ADDRESS OF FUNDRAISER: 140 0-A CROSSWAYS BLVD., CHESAPEAKE, VA 23320

(I) NAME OF FUNDRAISER: CONVENTURES, INC.

(I) ADDRESS OF FtJNDRAISER: ONE DESIGN CENTER PLACE, BOSTON, MA 02210

Schedule G (Form 990 or 990-EZ)33208405-01—13


Grants and Other Assistance to Organizations,Governments, and Individuals in the United States

Complete if the organization answered “Yes’ to Form 990, Part IV, line 21 or 22.~- Attach to Form 990.

__________________ ~ Information about Schedule I (Form 990) and its instructions is at www !r~ pnvlforrnPcnName of the organization Employer identification number

MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062[Part I-~.i General Information on Grants and Assistance

I Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees’ eligibility for the grants or assistance, and the selectioncriteria used to award the grants or assistance? ~ Yes ~ No

2 Describe in Part IV the organization’s procedures for monitoring the use of grant funds in the United States.Part II. Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 21, for any

recipient that received more than ~5,000. Part II can be duplicated if additional space is needed.I (a) Name and address of organization (b) EIN (c) IRC section (d) Amount of (e) Amount of ~ (~) M~tho~d Olk (9) Description of (h) Purpose of grant

or govemment if applicable cash grant non-cash FMV ~n raisal non-cash assistance or assistanceassistance oth~e~r)

2 Enter total number of section 501 (c)(3) and govemment organizations listed in the line 1 table3 Enter total number of other organizations listed in the line 1 table

SCHEDULE I(Form 990)

Oepartrnard of tha TreasuryInter~a{ Ravar,ua Service

0MB No. 1545-0047

2013Open to Public

Inspection

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2013)

33210110-20-13 31

Schedulel(Form99O)(2013) MARINE CORPS SCHOLARSHIP FOUNDATION INC 22—1905062 Paqe2j~artIll~j Grants and Other Assistance to Individuals in the United States. Complete if the organization answered Yes to Form 990, Part IV, line 22.

Part Ill can be duplicated if additional space is needed.

(a) Type of grant or assistance (b) Number of (c) Amount of (d) Amount of non- (e) Method of valuation (f) Description of non-cash assistancerecipients cash grant cash assistance (bock, FMV, appraisal, other)

SCHOLARSHIP AWARDS 2045 6,436,925. 0. I/A I/A

I ~PaftIV;’~I Supplemental Information. Provide the information required in Part I, line 2, Part lii, column (b), and any other additional information.

PART I, LINE 2:

EXPLANATION~ BEFORE AWARDS ARE MADE, STUDENTS APPLY FOR THE SCHOLARSHIPS

AND A POINT SYSTEM IS USED TO DETERMINE THE AWARD AMOUNT TO EACH STUDENT

BASED ON ELIGIBILITY AND NEED OF THE STUDENT. STUDENTS MUST PROVIDE

INFORMATION TO THE ORGANIZATION INCLUDING TRANSCRIPTS, VERIFICATION OF

STUDENT EXPENSES AND AID FROM THE COLLEGES, AND A STATEMENT OF USE OF THE

SCHOLARSHIP FUNDS.

EACH STUDENT AND THE EDUCATIONAL INSTITUTION WHERE THE STUDENT IS ENROLLED332102 10-29-13 3 2 Schedule I (Form 990) (2013)

Schedufel(Form99O) MARINE CORPS SCHOLARSHIP FOUNDATION INC 22—1905062 Paqe2Part JV.( Supp~ementaI Information

AGREES THAT THE PAYMENT, OR THE UNUSED PORTION OF THE PAYMENT, MUST BE

REFUNDED TO THE MARINE CORPS SCHOLARSHIP FOUNDATION IF 1) THE STUDENT

TRANSFERS, WITHDRAWS OR OTHERWISE LEAVES SCHOOL, 2> THE STUDENT DOES NOT

REMAIN IN SATISFACTORY ACADEMIC STANDING AS DEFINED BY THE SCHOOL, 3) THE

STUDENT’S BEHAVIOR IS NOT CONSISTENT WITH THE ACADEMIC INSTITUTION’S

STUDENT CONDUCT CODE, OR 4) THE STUDENT IS FOUND GUILTY OF A VIOLATION OF

ANY CIVIL CODE.

Schedule ((Form 990)33229105-01-13


SCHEDULE J Compensation Information OMS No. 1545-0047

(Form 990) For certain Officers, Directors, Trustees, Key Employees, and HighestCompensated Employees

~ Complete if the organization answered “Yes” on Form 990, Part IV, line 23. ~-::,

Department of the Treasury ~- Attach to Form 990. ~i’ See separate instructions.intemat Revenue Service ~‘ Information about Schedule J (Form 990) and its instructions is at~~ pnv/fn~Q9fl :• lp orName of the organization Employer identification number

MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062Part. I Questions Regarding Compensation —

Yes No

Ia Check the appropnate box(es) if the organization provided any of the following to or for a person listed in Form 990

Part VII Section A line 1 a Complete Part Ill to provide any relevant information regarding these itemsLZI First class or charter travel LI Housing allowance or residence for personal use

LI Travel for companions LI Payments for business use of personal residence

LI Tax indemnification and gross up payments LI Health or social club dues or initiation feesLI Discretionary spending account LI Personal services (e g maid chauffeur chef)

b If any of the boxes on line 1 a are checked did the organization follow a wntten policy regarding payment orreimbursement or provision of all of the expenses described above? If No,’ complete Part III to explain lb —

2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors

trustees, and officers, including the CEO/Executive Director, regarding the items checked in line 1 a? 2

3 Indicate which if any of the following the filing organization used to establish the compensation of the organizations

CEO/Executive Director Check all that apply Do not check any boxes for methods used by a related organization toestablish compensation of the CEO/Executive Director but explain in Part Ill

E~1 Compensation committee LI Wntten employment contractIndependent compensation consultant 1~X1 Compensation survey or study

LI Form 990 of other organizations E~1 Approval by the board or compensation committee

4 During the year did any person listed in Form 990 Part VII Section A, line 1 a with respect to the filing

organization or a related organizationa Receive a severance payment or change-of-control payment? —

b Participate in, or receive payment from, a supplemental nonqualified retirement plan? ..~ —

c Participate in, or receive payment from, an equity-based compensation arrangement? 4c XIf Yes to any of lines 4a c list the persons and provide the applicable amounts for each item in Part Ill

Only section 501(c)(3) and 50l(c)(4) organizations must complete lines 5-9.5 For persons listed in Form 990 Part VII Section A line 1 a did the organization pay or accrue any compensation

contingent on the revenues of

a The organization? —

b Any related organization?

If Yes to line 5a or Sb describe in Part Ill

6 For persons listed in Form 990 Part VII Section A line 1 a did the organization pay or accrue any compensationcontingent on the net earnings of

a The organization? Xb Any related organization? 613 X

If Yes to line 6a or6b describe in Part Ill7 For persons listed in Form 990 Part VII Section A, line la did the organization provide any non fixed payments

not described in lines 5 and 6? If “Yes, describe in Part III 7 X8 Were any amounts reported in Form 990 Part VII paid or accrued pursuant to a contract that was sublect to the

initial contract exception described in Regulations section 534958-4~a)~3)? If “Yes,’ describe in Part III 8 X9 If “Yes” to line 8, did the organization also follow the rebuttable presumption procedure described in

Regulations section 53.4958-6(c)9 9 — —

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2013

33211109-13-13


Schedule J (Form 990) 2013 MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062 Pace 2

Part II 1 Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (I) and from related organizations, described in the instructions, on row (ii).

Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(~.(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1 a, applicable column (D) and (E) amounts for that individual.

(B) Breakdown of W~2 and/or 1 099~MlSC compensation (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensationother deferred benefits (B)(i)-(D) reported as deferred

(I) Base (ii) Bonus & (UI) Other compensation in prior Form 990(A) Name and Title compensation incentive reportable

compensation compensation

(1) MARGARETB. DAVIS ~ 241,513. 56,324. 258. 12,750. 2,784. 313,629. 0.

PRESIDENT/CEO 0 . 0. 0 . 0. 0 . 0 . 0

(2) ROBINF. KLUNG (I) 118,579. 17,416. 90. 7,229. 17,452. 160,766. 0.DIRECTOR OF ACCOUNTING & FINANCE (~) 0. 0. 0. 0. 0. 0. 0.(3) RENNETHR. ASHWORTH (I) 142,147. 34,044. 258. 6,916. 7,446. 190,811. 0.DIRECTOR, ANERICAN PATRIOTS CAMPAIG~ (~ 0 • 0. 0. 0. 0. 0. 0.

(4) STEVEND. PETERSON (I) 136,445. 9,000. 90. 2,758. 3,877. 152,170. 0.CHIEF OPERATIONS OFFICER (!fl 0. 0 . 0. 0 . 0 . 0 . 0(5) JOHNM. RIPLEY (I) 127,500. 15,006. 54. 4,659. 2,842. 150,061. 0.

SENIOR DEVELOPMENT OFFICER 0. 0. 0. 0. 0 . 0 . 0

(I)

(ii)

(I)(ii)(I)

~

(I)(ii)

(I)

(I!) V

(I)(ii)(I)(ii)(i)(ii)

(I)~_)

(I) —

(!D(i)

LI!)Schedule J (Form 990) 2013

33211209-13-13 35

Scheduled(Form99D)2013 MARINE CORPS SCHOLARSHIP FOUNDATION INC 221905062 Page3IPartlIi :1 SuppEemental InformationProvide the information, explanation, or descriptions required for Part I, lines 1 a, 1 b, 3, 4a, 4b, 40, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Schedule J (Form 990) 2013

33211309-13-18

Noncash Contributions

~‘ Complete if the organizations answered “Yes on Form 990, Part IV, lines 29 or 30.P Attach to Form 990.

P Information about Schedule M (Form 990) and its instructions is at

SCHEDULE M(Form 990)

Department of the Treasuryinternal Revenue Service

0MB No. 15450047

2013Open to Public

Inspection- ~•- nrmHHt,


MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062IPa~~~ Types of Property

(a) (b) (c) (d)Check if Number of Noncash contribution Method of determining

applicable contributions or amounts reported on noncash contribution amountsitems contributed Form 990, Part VIII, line lq

1 Art-Worksofart2 Art - Historical treasures3 Art - Fractional interests

4 Books and publications5 clothing and household goods

6 cars and other vehicles

7 Boats and planes8 Intellectual property9 Securities-Publiclytraded X 22 809 , 804 STOCK MARKET QUOTES

10 Securities - Closely held stock

II Securities - Partnership, LLG, ortrust interests

12 Securities - Miscellaneous13 Qualified conservation contribution -

Historic structures

14 Qualified conservation contribution - Other15 Real estate - Residential

16 Real estate . commercial17 Real estate- Other

18 Collectibles19 Food inventory20 Drugs and medical supplies

21 Taxidermy22 Historical artifacts23 Scientific specimens

24 Archeological artifacts25 Other ~ (AIRLINE MILES) X 1 165,000. ~EBSITE QUOTE26 Other ~ (EVENT SUPPLIE) X 25 20,885. DONOR ESTIMATE27 Other ~28 Other ~‘

29 Number of Forms. 8283 received by the organization during the tax year for contributionsfor which the organization completed Form 8283, Part IV, Donee Acknowledgement 29 — —

Yes No

30a During the year did the organization receive by contribution any property reported in Part I lines 1 28 that it must hold forat least three years from the date of the initial contnbution and which is not required to be used for exempt purposes forthe entire holding period? 30a X

b If Yes descnbe the arrangement in Part II31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? 31 X —

32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncashcontributions? 32a X —

b If Yes descnbe in Part II33 If the organization did not report an amount in column (c) for a type of property for which column (a) is checked

describe in Part II.

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) (2013)

33214109-03-13


Schedule M(Form 990) (2013) MARINE CORPS SCHOLARSHIP FOUNDATION INC 2219 05062 Page2

I Part~j Supplemental Information. Provide the information required by Part, lines 3Db, 32b, and 33, and whether the organizationis reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also completethis part for any additional information.

SCHEDULE M, LINE 32B:

EXPLANATION: STOCK CONTRIBUTIONS THROUGH EVENTS THAT USE THIRD PARTY

SOLICITORS.

332142 09-03-13 Schedule M (Form 990) (2013)


0MB No. 1545-0a47SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ(Form 990 or 99o-Ez) Complete to provide information for responses to specific questions on

Form 990 or 990-EZ or to provide any additional information.Deportment of the Treosury ~r. Attach to Form 990 or 990-EL Open to Public,Internet Revenue Service ~ I~fprm~tjpi~ pbout Schedule 0 Worm 990 or 990—EZ) and its instructions is at,eio,w i,-.t grtw/ nrm°,qfl Inspection


FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

SONS AND DAUGHTERS OF MARINES AND NAVY CORPSMEN IN ORDER TO HONOR THE

MILITARY SERVICE AND BUILD A STRONGER AMERICA. THE SCHOLARSHIP

FOUNDATION HONORS MARINES BY EDUCATING THEIR CHILDREN.

FORM 990, PART VI, SECTION A, LINE 1:

EXPLANATION: THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF

THE ENTIRE BOARD, SHALL APPOINT FROM AMONG THE DIRECTORS AN EXECUTIVE

COMMITTEE (WHICH SHALL INCLUDE COMPENSATION AMONG ITS FUNCTIONS), AND FROM

AMONG THE DIRECTORS AND, IN THE BOARD’S SOLE DISCRETION, PERSONS WHO ARE

NOT DIRECTORS, A CORPORATE GOVERNANCE COMMITTEE (WHICH SHALL INCLUDE

NOMINATIONS AMONG ITS FUNCTIONS), A SCHOLARSHIP COMMITTEE, A DEVELOPMENT

COMMITTEE, AN INVESTMENT COMMITTEE, AND AN AUDIT COMMITTEE (WHICH SHALL

INCLUDE FINANCE AMONG ITS FUNCTIONS). DIRECTORS SHALL COMPRISE A MAJORITY

OF ANY SUCH STANDING COMMITTEE TO WHICH PERSONS WHO ARE NOT DIRECTORS MAY

BE APPOINTED. THE BOARD, IN ITS SOLE DISCRETION, MAY ALSO APPOINT FROM

AMONG THE DIRECTORS AND PERSONS WHO ARE NOT DIRECTORS ONE OR MORE OTHER

COMMITTEES, EACH OF WHICH SHALL HAVE ONE OR MORE COMMITTEE MEMBERS

INCLUDING AT LEAST ONE DIRECTOR. THE NUMBER OF DIRECTORS TO BE APPOINTED

TO THE EXECUTIVE COMMITTEE SHALL NOT EXCEED TEN AND SHALL INCLUDE THE

CHAIRMAN, THE VICE CHAIRMAN OR, IF THERE IS MORE THAN ONE, THE VICE

CHAIRMAN DESIGNATED TO SUCCEED THE CHAIRMAN IN HIS OR HER ABSENCE, THE

PRESIDENT, THE CHAIR OF EACH OF THE OTHER STANDING COMMITTEES, THE

TREASURER AND THE GENERAL COUNSEL. THE EXECUTIVE COMMITTEE SHALL HAVE AND

EXERCISE THE FULL AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF

THE CORPORATION. ALL OTHER COMMITTEES, TO THE EXTENT PROVIDED IN THEIRLHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule 0 (Form 990 or 990-EZ) (2013)33221109-04-13


Schedule 0 (Form 990 or 99Q-EZ) (2013) Page 2


RESPECTIVE ENABLING RESOLUTIONS AND NOT RESTRICTED BY LAW, SHALL HAVE AND

EXERCISE SUCH AUTHORITY AS THE BOARD OF DIRECTORS SHALL PRESCRIBE IN THE

MANAGEMENT OF THE CORPORATION. THE DESIGNATION OF ANY COM~4ITTEE, WHETHER

UNDER THESE BYLAWS OR BY RESOLUTION ADOPTED BY THE BOARD, AND THE

DELEGATION THERETO OF AUTHORITY SHALL NOT OPERATE TO RELIEVE THE BOARD OF

DIRECTORS, OR ANY INDIVIDUAL DIRECTOR, OF ANY RESPONSIBILITY IMPOSED ON IT,

HIM, OR HER BY LAW.

FORM 990, PART VI, SECTION A, LINE 6:

EXPLANATION: THE FOUNDATION HAS ONLY ONE CLASS OF MEMBERSHIP. NO PERSON MAY

BE DENIED MEMBERSHIP ON THE BASIS OF SEX, RACE, CREED, AGE, COLOR, NATIONAL

ORIGIN, OR ANY OTHER ILLEGALLY DISCRIMINATORY BASIS. AN APPLICANT FOR

MEMBERSHIP SHALL, UPON HAVING FILED WITH THE FOUNDATION A SIGNED WRITTEN

DOCUMENT EXPRESSING HIS OR HER INTEREST IN PROMOTING THE PURPOSES OF THE

FOUNDATION AND ABSENT GOOD CAUSE FOR DENIAL, BE ACCEPTED AS A MEMBER.

FORM 990, PART VI, SECTION A, LINE 7A:

EXPLANATION: EACH MEMBER SHALL BE ENTITLED TO CAST ONE VOTE FOR EACH

DIRECTOR TO BE ELECTED IN ANY ELECTION OF DIRECTORS AND FOR THE REMOVAL OF

ANY DIRECTOR. NO MEMBER SHALL HAVE THE RIGHT TO VOTE ON ANY OTHER MATTER.

FORM 990, PART VI, SECTION B, LINE 11:

EXPLANATION: THE FORM 990 IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM

BASED ON INFORMATION PROVIDED BY AND IMPUT FROM MANAGEMENT. THE

ORGANIZATION’S MANAGEMENT AND GENERAL COUNSEL REVIEWS THE 990 ON BEHALF OF

THE BOARD OF DIRECTORS PRIOR TO FILING.

FORM 990, PART VI, SECTION B, LINE 12C:33221209-04-13 Schedule 0 (Form 990 or 990-EZ) (2013)


Schedule 0 (Form 990 or 990-EZ) (2013) Page 2Name of the organization Employer identification number


EXPLANATION: THE BOARD MEMBERS ARE REQUIRED TO READ THE CONFLICT OF

INTEREST POLICY ON AN A1~Th1UAL BASIS. THEY MUST SIGN THAT THEY READ IT AND

THEN COMPLETE A FORM THAT LISTS ANY CONFLICTS. THERE ARE PERIODIC REVIEWS

TO ENSURE COMPLIANCE. AT SUCH TIME AS ANY MATTER COMES BEFORE THE BOARD IN

SUCH A WAY AS TO GIVE RISE TO A CONFLICT OF INTEREST, THE INTERESTED

OFFICER, IF ATTENDING THE MEETING, OR DIRECTOR SHALL MAKE KNOWN THE

POTENTIAL CONFLICT, WHETHER OR NOT DISCLOSED BY HIS OR HER WRITTEN

STATEMENT, AND AFTER ANSWERING ANY QUESTIONS THAT MIGHT BE ASKED OF SUCH

OFFICER OR DIRECTOR, HE OR SHE SHALL WITHDRAW FROM THE MEETING FOR SO LONG

AS THE MATTER SHALL CONTINUE UNDER DISCUSSION. SHOULD THE MATTER BE BROUGHT

TO A VOTE, NEITHER THE INTERESTED DIRECTOR NOR ANY OTHER DIRECTOR HAVING A

PECUNIARY BENEFIT TRANSACTION WITH THE FOUNDATION SHALL VOTE ON IT. A

TWO-THIRDS (66 2/3%) VOTE OF THE ENTIRE BOARD IS REQUIRED TO AUTHORIZE ANY

TRANSACTION OR OTHER MATTER IN WHICH AN OFFICER OR DIRECTOR HAS A POTENTIAL

CONFLICT OF INTEREST. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE

DOCUMENTED IN THE MEETING MINUTES.

FORM 990, PART VI, SECTION B, LINE 15A:

EXPLANATION: CEO, EXECUTIVE DIRECTOR, MANAGEMENT: CONSULTATION WITH ROMAN

RESOURCE (BR) CONSULTANT WHO PROVIDED A SALARY SURVEY OF COMPARABLE SIZED

NONPROFIT ORGANIZATIONS (NPOS) NATIONALLY AND IN THE DC AREA, INCLUDING

OTHER USMC-RELATED NPOS. AN ADDITIONAL SURVEY IS SENT TO ALL BOARD MEMBERS

REQUESTING ANSWERS TO SPECIFIC PERFORMANCE-RELATED QUESTIONS. CONSULTATION

OF MARKET DATA PROVIDED BY HR CONSULTANT AND PROFESSIONALS IN THE FIELD

COUPLED WITH SCOPE AND DEMANDS OF THE JOB, IS PROVIDED DIRECTLY TO THE

BOARD VICE-CHAIR. RECOMMENDED COMPENSATION IS PROVIDED THROUGH WRITTEN

COMMUNICATION TO MEMBERS OF THE EXECUTIVE COMMITTEE FOR APPROVAL, AND

EVIDENCE OF APPROVAL MAINTAINED BY BOARD VICE-CHAIR. THE PROCESS WAS LAST09-04-13 Schedule 0 (Form 990 or 990-EZ) (2013)

4107560722 137216 064-03816600 2013.04010 MARINE CORPS SCHOLARSHIP FO 064—00L1

Schedu’e 0 (Form 990 or 990-EZ) (2013) Page 2Name of the organization Emp’oyer identification number


UNDERTAKEN IN 2013.

OFFICERS AND KEY EMPLOYEES: CONSULTATION WITH HR CONSULTANT, WHICH INCLUDES

SALARY SURVEYS FOR RESPECTIVE POSITIONS AND/OR INTERVIEWS OF OTHER SIMILAR

NPOS, AND CONSULTATION WITH EXECUTIVE RECRUITERS REGARDING THEIR

RECOMMENDED SALARY BASED ON NATURE AND DUTIES OF THE POSITION. INFORM7~TION

REVIEWED BY PRESIDENT/CEO AND DOCUMENTED BY THE HR CONSULTANT. THE PROCESS

WAS LAST UNDERTAKEN IN 2013.

FORM 990, PART VI, LINE 17, LIST OF STATES RECEIVING COPY OF FORM 990:

AK,AR,CA,CT,FL,GA,HI , IL,KS,KY,MA.,MI ,MN,MS ,NH,NJ,NM,NY,NC,ND,OH,OK,OR,PA,RI

SC,UT,WA,WV,WI ,MD,VA,CO,AL

FORM 990, PART VI, SECTION C, LINE 19:

EXPLANATION: THE FOUNDATION PUBLISHES AN ANNUAL REPORT THAT INCLUDES

FINANCIAL DATA. THE ANNUAL REPORT, AS WELL AS AUDITED FINANCIAL

STATEMENTS, ARE POSTED TO THE WEBSITE. THE GOVERNING DOCUMENTS AND

CONFLICT OF INTEREST STATEMENT ARE NOT AVAILABLE TO THE PUBLIC BUT ARE

AVAILABLE UPON REQUEST.

FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:

CHANGE IN VALUE OF CHARITABLE TRUSTS -40,179.

FORM 990, PART XII, LINE 2C:

EXPLANATION: NO CHANGE IN METHOD SINCE PRIOR YEAR.

Schedule 0 (Form 990 or 990-EZ) (2013)42


Documents

L~~e~ded No Li .if Li - Marine Corps Scholarship … · f~aitt II Signature Block 0 a ... MARINE CORPS SCHOLARSHIP FOUNDATION INC 22-1905062 Page2 ~ Part Ill Statement of Program