2022-11-07T13:52:05-06:00 2021-12-31 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2021-01-01 222714023 AMERICAN BAPTIST FOUNDATION AMER 6107682035 420 WEST GERMANTOWN PIKE EAST NORRITON PA 19403 LINDA CASSEL EXECUTIVE DIRECTOR 6107682035 2022-11-07 1 LINDA CASSEL 999009999 HARRISON PEREIRA P00746867 2159798800 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z LINDA CASSEL 420 WEST GERMANTOWN PIKE EAST NORRITON PA 19403 101871845 0 X WWW.ABCOFGIVING.ORG X 1986 PA TO FUNDRAISE FOR AMERICAN BAPTIST MINISTRIES. 17 17 11 17 0 0 2199364 20510145 1001761 1155377 2691758 3603072 0 0 5892883 25268594 872401 537046 0 0 1090733 1005217 0 0 244695 575993 599714 2539127 2141977 3353756 23126617 166035076 193005859 104827032 107574859 61208044 85431000 TO SUPPORT AND STRENGTHEN THE CHRISTIAN WITNESS FULFILLED BY THE FOUNDATION'S PARTNERS IN MINISTRY AND MISSION. THESE INCLUDE AMERICAN BAPTIST HOME MISSION SOCIETIES, AMERICAN BAPTIST INTERNATIONAL MINISTRIES AND A MAJORITY OF AMERICAN BAPTIST REGIONS. 0 0 1002653 537046 1155377 RELIGIOUS PROGRAMS. THE FOUNDATION WORKS WITH AMERICAN BAPTISTS TO ENCOURAGE PLANNED GIFTS FOR AMERICAN BAPTIST MINISTRIES, ISSUING GIFT ANNUITIES AND SERVING AS TRUSTEE FOR CHARITABLE REMAINDER TRUSTS. THREE NEWSLETTERS ARE ISSUED ANNUALLY, STAFF CONDUCTS SEMINARS IN CHURCHES (ABOUT 100 ANNUALLY) AND WORKS DIRECTLY WITH POTENTIAL DONORS. 1002653 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 271 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X LINDA CASSEL 6107682035 420 WEST GERMANTOWN PIKE EAST NORRITON PA 19403 NICHOLE TILLMAN CHAIR 1.00 X X 0 0 0 JACKIE SAXON VICE CHAIR 1.00 X X 0 0 0 MARCUS PEREIRA TREASURER 1.00 X X 0 0 0 KEN ELLISON SECRETARY 1.00 X X 0 0 0 JESSE BROWN DIRECTOR 1.00 X 0 0 0 PATTI GLASSER DIRECTOR 1.00 X 0 0 0 STEVE VAN OSTRAN DIRECTOR 1.00 X 0 0 0 MICHAELE BIRDSALL DIRECTOR 1.00 X 0 0 0 DEBRA SCHILL DIRECTOR 1.00 X 0 0 0 VINCENT DENT DIRECTOR 1.00 X 0 0 0 SHARON KOH DIRECTOR 1.00 X 0 0 0 GENE CRUME DIRECTOR 1.00 X 0 0 0 MARK CLICK DIRECTOR 1.00 X 0 0 0 ROBERT COCHRAN DIRECTOR 1.00 X 0 0 0 JIM KELSEY DIRECTOR 1.00 X 0 0 0 DON NG DIRECTOR 1.00 X 0 0 0 JEFF WOODS DIRECTOR 1.00 X 0 0 0 PERKIN SIMPSON EXECUTIVE DIRECTOR - UNTIL 2/19/21 45.00 X 40415 0 8854 LINDA CASSEL INTERIM EXECUTIVE DIRECTOR 45.00 X 122325 0 27146 162740 0 36000 1 0 0 0 0 311815 20198330 20510145 MANAGEMENT FEES 525990 1033777 1033777 SERVICE INCOME 525990 121600 121600 1155377 3123028 3123028 77083295 76603251 480044 480044 480044 25268594 1155377 0 3603072 395453 395453 141593 141593 198739 66246 66246 66247 568194 207632 301264 59298 107022 38928 55640 12454 84561 30610 43052 10899 46701 16732 22714 7255 54500 54500 100000 100000 4598 4598 41705 20853 20852 75870 20307 35521 20042 114768 28692 57384 28692 30730 11010 14946 4774 12418 6209 6209 46099 16516 22422 7161 33519 33519 CONTRACTED SERVICES 83193 1872 80509 812 BOARD EXPENSE 2314 2314 2141977 1002653 894629 244695 X 3371020 3042613 0 10039993 35835 30506 527940 531569 19919 5242 790365 98837 700774 691528 161355738 178653165 23850 11243 166035076 193005859 48449 117254 104778583 107457605 104827032 107574859 X 5175398 5949667 56032646 79481333 61208044 85431000 166035076 193005859 X 23126617 3367243 -2270904 X X 0 1 X 1 0 X X 2 AMERICAN BAPTIST HOME MISSION SOCIETY 135602314 1 0 120000 0 AMERICAN BAPTIST FOREIGN MISSION SOCIETY 135563392 1 0 120000 0 2 240000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 11200 292608 1089243 1 1 56036658 19530135 5673139 1758599 79481333 51057760 1014354 6029158 2064614 56036658 43631534 843380 8658898 1965091 51168721 49466606 266463 -4098531 2003004 43631534 44352490 71012 6654240 1611136 49466606 0.00000 0.81890 0.18110 0 0 751866 78120 673746 37704 20717 16987 795 795 691528 ANNUITY ACTUARIAL LIABILITY 4124858 FUNDS OF OTHERS 103332747 107457605 X 28130586 3367243 -405251 2961992 25168594 100000 100000 25268594 3907630 1865653 1865653 2041977 100000 100000 2141977 PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2018-2020) OR EXPECTED TO BE TAKEN IN THE FOUNDATION'S 2021 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -405,251. PART XII, LINE 2D - OTHER ADJUSTMENTS: DISTRIBUTIONS FROM ENDOWMENT FUNDS 1,865,653. 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 8000 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 60405 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 29000 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 44188 0 0 0 0 0 0 141593 0 141593 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. 30945 CHECK 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. 29460 CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. 29000 CHECK 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. 20000 CHECK 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. 17188 CHECK 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. 8000 CHECK 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. 7000 CHECK 0 7 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION REQUIRES THE GRANT RECIPIENTS TO FILE AN INTERIM REPORT OF THE PROGRESS MADE ON THE PROJECT FOR WHICH THE GRANT WAS MADE NO LATER THAN SIX MONTHS AFTER THE DATE THAT THE GRANT FUNDS WERE DISBURSED. IN ADDITION, THE GRANT RECIPIENT MUST FILE A FINAL COMPREHENSIVE REPORT ON THE STRUCTURE, REACH AND IMPACT(S) OF THE PROJECT INCLUDING A CRITIQUE OF ITS STRENGTHS AND WEAKNESSES. THIS FINAL REPORT MUST BE SUBMITTED NO LATER THAN TWELVE MONTHS AFTER THE DATE THAT THE FUNDS WERE DISBURSED. PART III ACCOUNTING METHOD: 1 AMERICAN BAPTIST CHURCHES OF NEBRASKA 11244 BLONDO STREET OMAHA NE 68164 470376625 501(C)(3) 25000 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. INTERNATIONAL MINISTRIES 1003 W 9TH AVENUE STE A KING OF PRUSSIA PA 19406 135563392 501(C)(3) 140808 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF GREATER INDIANAPOLIS 1100 WEST 42ND ST SUITE 218 INDIANAPOLIS IN 46208 350903063 501(C)(3) 25000 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF INDIANA & KENTUCKY 65 AIRPORT PARKWAY SUITE 120 GREENWOOD IN 46143 350868105 501(C)(3) 25000 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF METRO NEW YORK 475 RIVERSIDE DRIVE SUITE 432 NEW YORK NY 10115 135563027 501(C)(3) 12000 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF MICHIGAN 4578 SOUTH HAGADORN ROAD EAST LANSING MI 48823 381969700 501(C)(3) 24000 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF NEW JERSEY 3752 NOTTINGHAM WAY TRENTON NJ 08690 221487264 501(C)(3) 25000 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF NEW YORK STATE 3218 JAMES ST SYRACUSE NY 13206 150533568 501(C)(3) 11145 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF OHIO 136 N GALWAY DRIVE GRANVILLE OH 43023 314379525 501(C)(3) 25000 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF PENNSYLVANIA AND DELAWARE 15 WILD ROSE LANE MECHANICSBURG PA 17050 231352261 501(C)(3) 25000 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF THE DAKOTAS 1101 WEST 22ND STREET SIOUX FALLS SD 57105 460413495 501(C)(3) 7500 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF THE ROCKY MOUNTAINS 9085 E MINERAL CIRCLE CENTENNIAL CO 80112 840412007 501(C)(3) 25000 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. CLEVELAND BAPTIST ASSOCIATION 12200 FAIRHILL ROAD ROOM C/440 CLEVELAND OH 44120 340714645 501(C)(3) 25000 0 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. 13 0 PART I, LINE 2: THE ORGANIZATION REQUIRES THE GRANT RECIPIENTS TO FILE AN INTERIM REPORT OF THE PROGRESS MADE ON THE PROJECT FOR WHICH THE GRANT WAS MADE NO LATER THAN SIX MONTHS AFTER THE DATE THAT THE GRANT FUNDS WERE DISBURSED. IN ADDITION, THE GRANT RECIPIENT MUST FILE A FINAL COMPREHENSIVE REPORT ON THE STRUCTURE, REACH AND IMPACT(S) OF THE PROJECT INCLUDING A CRITIQUE OF ITS STRENGTHS AND WEAKNESSES. THIS FINAL REPORT MUST BE SUBMITTED NO LATER THAN TWELVE MONTHS AFTER THE DATE THAT THE FUNDS WERE DISBURSED. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR WHO IS ASSISTED IN THE PROCESS BY THE CONTROLLER BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. COMPLIANCE WITH THIS POLICY IS MONITORED ON A CONSISTENT BASIS BY THE BOARD OF DIRECTORS. IF ANY POTENTIAL CONFLICT ARISES, THE BOARD IMMEDIATELY MAKES IT KNOWN TO THE PERSON(S) INVOLVED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT AND OTHER ORGANIZATION OFFICERS IS DETERMINED BY THE BOARD OF DIRECTORS USING ALL RELEVANT INFORMATION THAT IS READILY AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: DISTRIBUTIONS FROM ENDOWMENT -1,865,653. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -405,251. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN BAPTIST HOME MISSION SOCIETY PO BOX 851 VALLEY FORGE PA 19482 135602314 ESTABLISHING, MAINTAINING OR AIDING BAPTIST CHURCHES OR MISSIONS IN THE U.S. PA 501(C)(3) 1 0 AMERICAN BAPTIST FOREIGN MISSION SOCIETY PO BOX 851 VALLEY FORGE PA 19482 135563392 BRINGING U.S. AND PUERTO RICO CHURCHES TOGETHER WITH PARTNERS WORLDWIDE PA 501(C)(3) 1 0 AMERICAN BAPTIST MULTI-REGION CORPORATION PO BOX 851 VALLEY FORGE PA 19482 ESTABLISHING, MAINTAINING OR AIDING BAPTIST CHURCHES OR MISSIONS IN THE U.S. PA 501(C)(3) 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0