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  5. Naval War College Foundation, Inc.

Naval War College Foundation, Inc.

Company Details

Name: Naval War College Foundation, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Non-Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 28 Nov 1969 (55 years ago)
Identification Number: 000026680
ZIP code: 02841
County: Newport County
Principal Address: 686 CUSHING ROAD, NEWPORT, RI, 02841-1213, USA
Purpose: TO SOLICIT, RECEIVE, ADMINISTER AND DONATE FUNDS AND PROPERTY FOR THE ENCOURAGEMENT, SUPPORT AND FURTHERING OF THE NAVAL WAR COLLEGE FOUNDATION

Industry & Business Activity

NAICS

813211 Grantmaking Foundations

This U.S. industry comprises establishments known as grantmaking foundations or charitable trusts. Establishments in this industry award grants from trust funds based on a competitive selection process or the preferences of the foundation managers and grantors; or fund a single entity, such as a museum or university. Learn more at the U.S. Census Bureau

Companies doing Grantmaking foundations

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN 2023 237063084 2024-04-19 NAVAL WAR COLLEGE FOUNDATION 22
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Signature of
Role Plan administrator
Date 2024-04-19
Name of individual signing VICTOR STANESCU
Valid signature Filed with authorized/valid electronic signature
NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN 2022 237063084 2023-04-03 NAVAL WAR COLLEGE FOUNDATION 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Signature of
Role Plan administrator
Date 2023-03-30
Name of individual signing VICTOR STANESCU
Valid signature Filed with authorized/valid electronic signature
NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN 2021 237063084 2022-06-08 NAVAL WAR COLLEGE FOUNDATION 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Signature of
Role Plan administrator
Date 2022-06-07
Name of individual signing VICTOR STANESCU
Valid signature Filed with authorized/valid electronic signature
NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN 2020 237063084 2021-06-17 NAVAL WAR COLLEGE FOUNDATION 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Signature of
Role Plan administrator
Date 2021-06-17
Name of individual signing VICTOR STANESCU
Valid signature Filed with authorized/valid electronic signature
NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN 2019 237063084 2020-09-24 NAVAL WAR COLLEGE FOUNDATION 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Signature of
Role Plan administrator
Date 2020-09-23
Name of individual signing VICTOR STANESCU
Valid signature Filed with authorized/valid electronic signature
NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN 2018 237063084 2019-09-30 NAVAL WAR COLLEGE FOUNDATION 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Signature of
Role Plan administrator
Date 2019-09-30
Name of individual signing MELISSA CARTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-30
Name of individual signing MELISSA CARTEE
Valid signature Filed with authorized/valid electronic signature
NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN 2017 237063084 2018-09-24 NAVAL WAR COLLEGE FOUNDATION 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Signature of
Role Plan administrator
Date 2018-09-24
Name of individual signing MELISSA CARTEE
Valid signature Filed with authorized/valid electronic signature
NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN 2016 237063084 2017-07-17 NAVAL WAR COLLEGE FOUNDATION 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Signature of
Role Plan administrator
Date 2017-07-17
Name of individual signing JOHN E. ODEGAARD
Valid signature Filed with authorized/valid electronic signature
NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN 2015 237063084 2016-07-13 NAVAL WAR COLLEGE FOUNDATION 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Signature of
Role Plan administrator
Date 2016-07-13
Name of individual signing JOHN E. ODEGAARD
Valid signature Filed with authorized/valid electronic signature
NAVAL WAR COLLEGE FOUNDATION ANNUITY PLAN 2014 237063084 2015-09-30 NAVAL WAR COLLEGE FOUNDATION 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Signature of
Role Plan administrator
Date 2015-09-30
Name of individual signing JOHN E. ODEGAARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-30
Name of individual signing JOHN E. ODEGAARD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/03/20141003100928P030012179469001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Signature of
Role Plan administrator
Date 2014-10-02
Name of individual signing JOHN E. ODEGAARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-02
Name of individual signing JOHN E. ODEGAARD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/08/15/20130815144040P040129486549001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Signature of
Role Plan administrator
Date 2013-08-15
Name of individual signing JOHN E. ODEGAARD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-15
Name of individual signing JOHN E. ODEGAARD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/11/20120711154207P040002750256001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Plan administrator’s name and address
Administrator’s EIN 237063084
Plan administrator’s name NAVAL WAR COLLEGE FOUNDATION
Plan administrator’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213
Administrator’s telephone number 4018488300

Signature of
Role Plan administrator
Date 2012-07-11
Name of individual signing JOHN E. ODEGAARD
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/06/27/20110627073446P040085592897001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Plan administrator’s name and address
Administrator’s EIN 237063084
Plan administrator’s name NAVAL WAR COLLEGE FOUNDATION
Plan administrator’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213
Administrator’s telephone number 4018488300

Signature of
Role Plan administrator
Date 2011-06-24
Name of individual signing ROGER T. NOLAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-06-24
Name of individual signing ROGER T. NOLAN
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/09/15/20100915125939P030056203427001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1993-01-01
Business code 611000
Sponsor’s telephone number 4018488300
Plan sponsor’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213

Plan administrator’s name and address
Administrator’s EIN 237063084
Plan administrator’s name NAVAL WAR COLLEGE FOUNDATION
Plan administrator’s address 686 CUSHING ROAD, NEWPORT, RI, 028411213
Administrator’s telephone number 4018488300

Signature of
Role Plan administrator
Date 2010-09-15
Name of individual signing ROGER T. NOLAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-09-15
Name of individual signing ROGER T. NOLAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
GEORGE LANG Agent 686 CUSHING ROAD, NEWPORT, RI, 02841, USA

PRESIDENT

Name Role Address
DANIEL HOLLAND PRESIDENT TH20 UNION WHARF BOSTON, MA 02109 USA

SECRETARY

Name Role Address
MITCHELL WALDMAN SECRETARY 7414 DOROTHY CT SPRINGFIELD, VA 22153 USA

CEO

Name Role Address
GEORGE E LANG JR. CEO 53 HAMILTON DR PORTSMOUTH, RI 02871 US

DIRECTOR

Name Role Address
JAMES METCALF DIRECTOR 550 W ADAMS ST CHICAGO, IL 60661 USA
RONALD K. MACHTLEY DIRECTOR 62 SIGOURNEY RD PORTSMOUTH, RI 02871 USA
DOUG NEWHOUSE DIRECTOR 7 OLD REDDING RD WESTON, CT 06883 US
DAVID HUNTER DIRECTOR 312 WOODLAND PARK LN MOUNTAIN VIEW, CA 94043 US
CARL LIEBERT DIRECTOR 601 LAMONT AVE SAN ANTONIO, TX 78209 US
DOUG MATTHEWS DIRECTOR 15780 SUNWARD ST WELLINGTON, FL 33414 USA
RONALD TERWILLIGER DIRECTOR 1 OSPREY LANE KEY LARGO, FL 33037 USA
ERIK BETHEL DIRECTOR 526 JERONIMO DR CORAL GABLES, FL 33146 USA
GREG ANNICK DIRECTOR PO BOX 3687 PARK CITY, UT 84060 USA
PAUL DIMITRUK DIRECTOR 1 FRANKLIN ST UNIT 4906 BOSTON, MA 02110 US

VICE-PRESIDENT

Name Role Address
A.B. CRUZ VICE-PRESIDENT 114 GATEWOOD CT. SAN ANTONIO, TX 78209 USA

TREASURER

Name Role Address
JULIUS S. CAESAR TREASURER 12471 HAYES CT UNIT 302 FAIRFAX, VA 22033 USA

Filings

Number Name File Date
202449451210 Annual Report 2024-03-27
202328696510 Annual Report 2023-02-17
202213281030 Annual Report 2022-03-23
202197802940 Annual Report 2021-06-04
202193003800 Statement of Change of Registered/Resident Agent 2021-02-25
202192990390 Annual Report 2021-02-25
202191795950 Revocation Notice For Failure to File An Annual Report 2021-02-17
201998470170 Annual Report 2019-06-22
201870539980 Annual Report 2018-06-25
201747334380 Annual Report 2017-07-13

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
23-7063084 Corporation Unconditional Exemption 686 CUSHING RD, NEWPORT, RI, 02841-1213 1970-03
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 50,000,000 to greater
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 66658457
Income Amount 22702640
Form 990 Revenue Amount 18087303
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 202112
Filing Type E
Return Type 990T
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 202012
Filing Type E
Return Type 990T
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 201712
Filing Type P
Return Type 990T
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 201612
Filing Type E
Return Type 990T
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 201612
Filing Type P
Return Type 990T
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 201512
Filing Type E
Return Type 990
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 201412
Filing Type E
Return Type 990T
File View File
Organization Name NAVAL WAR COLLEGE FOUNDATION INC
EIN 23-7063084
Tax Period 201412
Filing Type P
Return Type 990T
File View File

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Date of last update: 06 Apr 2025

Sources: Rhode Island Department of State

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