2020-11-13T14:09:30-07:00 2019-12-31 990 2019-01-01 752675978 NATIONAL BOY SCOUTS OF AMERICA FOUNDATION NATI 9725802300 1325 West Walnut Hill Lane Irving TX 750383008 Michael Ashline Chief Financial Officer 9725802002 2020-11-13 107.77.196.68 2019 2021-01-29 14:40:06Z Michael A Ashline 1325 West Walnut Hill Lane Irving TX 75038 27777403 0 X http://www.bsafoundation.org X 1995 DC To financially support the mission, values, and programs of the Boy Scouts of America by promoting and soliciting gifts, grants and matching funds from those interested in supporting Scouting, nationally and internationally, through local councils and other Scouting organizations. 10 10 0 15 9476 8476 7074681 3215210 0 0 2223658 6031747 1383004 1491791 10681343 10738748 4095681 3505372 0 0 5245 3627 0 0 1041916 5008494 7325699 9109420 10834698 1571923 -95950 66795788 70904862 10412477 11361997 56383311 59542865 X To develop a fund to financially support the mission, values, and programs for the Boy Scouts of America by promoting and soliciting gifts, grants, and matching funds from individuals, corporations, and foundations (Continued on Schedule O) 0 0 19995 19995 0 Providing camperships, uniforms and equipment and travel stipends to disadvantaged youth and Scout leaders, to enable them to attend outdoor leadership programs at Boy Scouts of America High Adventure bases, especially the Summit facility in West Virginia. 408015 408015 0 Providing funding for innovation and science-based learning opportunities, funding the STEM Scouts program and supporting STEM training at national events and activities for youth. 6908887 4726317 1491791 To develop a fund to financially support the mission, values, and programs for the Boy Scouts of America by promoting and soliciting gifts, grants, and matching funds from individuals, corporations, and foundations interested in supporting Scouting through their local councils and other Scouting organizations, both nationally and internationally. Provide emergency assistance during natural disasters. 604600 604600 0 Providing scholarships to youth to attend college and other higher-education opportunities, based on merit applications and achievements within the Scouting program. Emergency assistance for Scouts in disaster areas. 759963 748654 0 Support International Scouting through World Scout Bureau and other organizations. 1364563 1353254 0 8701460 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 AL AR AZ CA CT FL GA HI IL KS KY MA MI MN MS NH NJ NM NY OK OR PA RI SC TN UT VA WV X Stephanie Phillips 9725802300 1325 West Walnut Hill Lane S407 Irving TX 750383008 Michael B Surbaugh Secretary 1 41.00 X 0 909437 204790 John H Mosby Assistant Secretary 6 40 X 0 372001 191268 Bradley D Farmer Former Assistant Secretary (Jan-May 2018) 6 40 X 0 273080 89538 Bradley D Tilden Treasurer and Director 1 1 X X 0 0 0 Randall L Stephenson Immediate Past President and Director 1 1 X X 0 0 0 James S Turley President and Director 1 1 X X 0 0 0 B Howard Bulloch Vice President and Director 1 1 X X 0 0 0 Thomas C Edwards Vice President, Director 1 1 X X 0 0 0 Craig E Fenneman Vice President and Director 1 1 X X 0 0 0 Dr Robert M Gates Past President and Director 1 1 X X 0 0 0 Wayne M Perry Past President and Director 1 1 X X 0 0 0 Dan Ownby President-Elect 1 1 X X 0 0 0 Jack D Furst Vice President-Development and Director 1 1 X X 0 0 0 0 1554518 485596 0 1 1 0 0 0 0 0 627375 0 2587835 555721 3215210 0 673770 0 9476 664294 0 0 0 0 0 0 0 0 0 0 22396632 0 17038655 0 5357977 0 5357977 0 0 5357977 0 Local Council Assessments and Miscellaneous 900099 836340 836340 0 0 Admin Fees 900099 655451 655451 0 0 0 0 0 0 1491791 10738748 1491791 9476 6022271 2687718 2687718 19000 19000 798654 798654 3627 2285 181 1161 2500 2500 916392 916392 142362 89688 7118 45556 21754 13705 1088 6961 30321 19102 1516 9703 417082 261422 20748 134912 146794 146794 3002209 3002209 Allocated Wages and Benefits 2636322 1660883 131816 843623 Licenses and Taxes 4716 0 4716 0 Dues 5247 0 5247 0 10834698 8701460 1091322 1041916 3443222 3553606 3411022 32218 39240 36855996 38461806 24733780 24349572 1200000 1200000 420188 0 66795788 70904862 10412477 11361997 0 0 10412477 11361997 X 2982374 6094559 53400937 53448306 56383311 59542865 66795788 70904862 X -95950 3535280 0 0 0 -279776 X 0 0 0 X 6397216 8440096 6928679 7074681 3215210 32055882 0 0 0 0 0 0 0 0 0 0 0 0 6397216 8440096 6928679 7074681 3215210 32055882 15260510 16795372 309620 483356 528582 485163 664294 2471015 269 0 18356 9476 28101 1043629 1917435 1494694 1383004 1491791 7330553 41885551 7331053 0.40098 0.67775 X Schedule A, Part II, Line 10 Miscellaneous income. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 0 267553 0 1514843 0 10732013 0 1 1 31710392 286033 5840332 2510979 253108 311776 34760894 32604788 142808 2022720 1202719 1921965 201510 31444122 28607752 1561996 4385128 1583964 20835 345289 32604788 28777529 1578666 2119261 3420849 16805 430050 28607752 27952540 2502997 63792 1539078 131551 269393 28579307 0.1408 0.7375 0.1217 0 1 1 BSA Commingled Endowment Fund LP 24349572 F 24349572 Schedule D, Part V, Line 1a The difference in beginning balance compared to the prior year ending balance is due the correction of a misclassification the prior year. Schedule D, Part V, Line 4 Donor specified endowment funds serve to further the National Scouting Museum and World Scouting. 1 Europe (including Iceland and Greenland) 0 0 Grantmaking Support International Scouting. 748654 Sub-Saharan Africa 0 0 Grantmaking STEM Grant to develop skills in underserved youth. 50000 0 0 798654 Europe (including Iceland and Greenland) Support International Scouting. 748234 wire transfer 0 Sub-Saharan Africa STEM Grant to develop skills in underserved youth. 50000 wire transfer 0 5 0 1 0 1 0 1 0 Schedule F, Part I, Line 2 The organization has an established relationship with the existing world Scouting organizations that are given grants. These specific organizations are supported due to their effectiveness and legitimacy with program documentation and finances. The organization is in contact with these organizations regularly to follow up on projects. Schedule F, Part IV, Line 5 Ownership percentages and dollars invested are below the reporting threshold required for Forms 926, 5471, and 8865. 1 ANDREW JACKSON CNCL #303 855 Riverside Dr Jackson MS 39202 640303071 501(c)(3) 13334 Support local and national Scouting movement. AUSTIN INDEPENDENT SCHOOL DISTRICT 1111 W Sixth St Austin TX 78703 746000064 501(c)(3) 100000 Science Technology Engineering and Math (STEM) grant. BALTIMORE AREA CNCL #220 701 Wyman Park Dr Baltimore MD 21211 520591572 501(c)(3) 21854 Support local and national Scouting movement. BAY LAKES CNCL #635 255 Northern Rd Appleton WI 54912 391184320 501(c)(3) 14379 Support local and national Scouting movement. STANFORD UNIVERSITY 641 East Campus Dr Stanford CA 94305 941156365 501(c)(3) 12500 Support the university. BLUE RIDGE CNCL #551 1 Park Plaza Greenville SC 29607 570314427 501(c)(3) 36250 Support local and national Scouting movement. CAPITOL AREA CNCL #564 12500 N IH35 Austin TX 78753 741143057 501(c)(3) 145000 Support local and national Scouting movement. CHIPPEWA VALLEY CNCL NO 637 710 S Hastings Way Chippewa Falls WI 54701 390807227 501(c)(3) 18797 Support local and national Scouting movement. CHOCTAW AREA CNCL NO 302 PO Box 3784 Meridian MS 39305 640324398 501(c)(3) 7832 Support local and national Scouting movement. CORNHUSKER CNCL NO 324 600 South 120th St Walton NE 68491 470378985 501(c)(3) 31377 Support local and national Scouting movement. GOLDEN EMPIRE CNCL #47 PO BOX 13558 SACRAMENTO CA 95853 237627152 501(c)(3) 17690 Support local and national Scouting movement. GRAND CANYON COUNCIL 2969 N Greenfield Phoenix AZ 85016 860101295 501(c)(3) 445000 GREATER LOS ANGELES AREA CNCL #33 2333 SCOUT WAY LOS ANGELES CA 90026 951643982 501(c)(3) 28500 Support local and national Scouting movement. GREATER NEW YORK CNCL NO 640 475 RIVERSIDE DR STE 600 NEW YORK NY 10115 131624015 501(c)(3) 279500 Support local and national Scouting movement. HOOSIER TRAILS CNCL #145 5625 E STATE RD 46 BLOOMINGTON IN 47401 351290776 501(c)(3) 15425 Support local and national Scouting movement. LONGHORN COUNCIL #662 PO BOX 54190 HURST TX 76054 741157377 501(c)(3) 65087 Support local and national Scouting movement. MAUI COUNTY CNCL #102 200 LIHOLIHO ST WAILUKU MAUI HI 96793 990074594 501(c)(3) 13845 Support local and national Scouting movement. MICHIGAN CROSSROADS COUNCIL 780 137 MARKETPLACE BLVD LANSING MI 48917 454003240 501(c)(3) 124938 Support local and national Scouting movement. MOUNT DIABLO-SILVERADO CNCL #23 800 ELLINWOOD WAY PLEASANT HILL CA 94523 941156249 501(c)(3) 11266 Support local and national Scouting movement. NEW YORK PUBLIC RADIO 160 VARICK ST NEW YORK NY 10013 133015230 501(c)(3) 25000 Support public radio. NORTHERN STAR COUNCIL #250 6202 BLOOMINGTON RD FT SNELLING MN 55111 203000282 501(c)(3) 50514 Support local and national Scouting movement. PATHWAY TO ADVENTURE COUNCIL 811 W HILLGROVE AVENUE LAGRANGE IL 60525 475066720 501(c)(3) 53000 Support local and national Scouting movement. PENNSYLVANIA DUTCH CNCL #524 630 JANET AVE STE B-114 LANCASTER PA 17601 231855082 501(c)(3) 235000 Support local and national Scouting movement. PIEDMONT CNCL #42 10 HIGHLAND WAY PIEDMONT CA 94611 941156325 501(c)(3) 20000 PINE BURR AREA CNCL #304 1318 HARDY ST HATTIESBURG MS 39401 640303072 501(c)(3) 11571 PRESIDENT GERALD R FORD FSC #781 3213 WALKER AVE NW GRAND RAPIDS MI 49544 381359240 501(c)(3) 308130 PUSHMATAHA AREA CNCL #691 420 31ST AVE NORTH COLUMBUS MS 39701 640334268 501(c)(3) 7289 Support local and national Scouting movement. QUIVIRA CNCL #198 3247 N OLIVER WICHITA KS 67220 237147508 501(c)(3) 25000 Support local and national Scouting movement. SAMOSET CNCL #627 3511 CAMP PHILLIPS RD WESTON WI 54476 390813397 501(c)(3) 15179 Support local and national Scouting movement. SAN DIEGO-IMPERIAL CNCL #49 1207 UPAS ST SAN DIEGO CA 92103 951643983 501(c)(3) 21000 Support local and national Scouting movement. SILICON VALLEY MONTEREY BAY CNCL #55 970 W JULIAN ST SAN JOSE CA 95126 941156254 501(c)(3) 28750 Support local and national Scouting movement. THREE FIRES CNCL #127 415 N 2nd St St Charles IL 60174 363831877 501(c)(3) 20000 Support local and national Scouting movement. UNIVERSITY FOUNDATION At SACRAMENTO STATE 6000 J Street MS 6030 Sacramento CA 95819 943001359 501(c)(3) 35000 Support university. YOCONA AREA CNCL #748 505 Air Park Rd Tupelo MS 38801 640315213 501(c)(3) 8087 Support local and national Scouting movement. TRANSATLANTIC CNCL #802 Unit 28100 Box 24 APO AE 09714 980000121 501(c)(3) 10000 Support local and national Scouting movement. DARTMOUTH COLLEGE 6066 Development Office Hanover NH 03755 020222111 501(c)(3) 155000 Support university. NORTHERN NEW JERSEY CNCL #333 25 RAMAX VALLEY RD OAKLAND NJ 07436 223626147 501(c)(3) 195675 Support local and national Scouting movement. 37 0 National Capital Area Council International Fund 2 1000 0 Paul KeKich Scholarship 5 5000 0 Naples Carpe Diem Scholarships Fund 1 3000 0 Dr Gates - National Advanced Youth Leadership Experience scholarship 25 10000 0 Schedule I, Part I, Line 2 Due diligence on a grant recipient is done prior to any grant distributions to insure that they are primarily providing services within the U.S., and the National BSA Foundation regularly requires, on an annual basis, Grant Impact Reports from all grant recipients describing and detailing the use of the funds, the impact of the funds and verifying that all grant funds have been spent. 1 1 0 0 1 0 0 0 0 Michael B Surbaugh Secretary 0 469042 0 200833 0 239562 0 179273 0 30193 0 1118903 0 0 John H Mosby Assistant Secretary 0 290212 0 42985 0 38805 0 160027 0 34295 0 566324 0 0 Bradley D Farmer Former Assistant Secretary (Jan-May 2018) 0 26898 0 34481 0 211701 0 75834 0 14044 0 362958 0 0 Schedule J, Part I, Line 3 The National Boy Scouts of America Foundation has no compensated employees. This information presented refers to compensation paid by the Boy Scouts of America EIN: 22-1576300 to the Officers listed on Schedule J. Schedule J, Part I, Line 4 The BSA's National Executive Board approved a non-qualified Retirement Benefits Restoration Plan for the benefit of all employees whose benefits would otherwise be limited by the Omnibus Budget Reconciliation Act of 1993 Benefits attributed under the Restoration Plan supplement those accrued under the qualified Retirement Plan and payments do not commence until an employee's retirement. Participants include employees with compensation over $280,000. Michael Surbaugh $134,227 restoration plan; Bradley Farmer $121,626 restoration plan; John Mosby $13,210 restoration plan. Bradley Farmer change of control payment $18,361. Schedule J, Part I, Line 5 An Annual Incentive Plan has a component of compensation based on items such as: membership, obtaining funding commitments, maintaining operations within budget and achieving goals within the organization's strategic plan. Schedule J, Part I, Line 6 An Annual Incentive Plan has a component of compensation based on items such as: membership, obtaining funding commitments, maintaining operations within budget and achieving goals within the organization's strategic plan. X 11 555721 Fair Market Value 0 0 1 0 Schedule M, Part I, Line 9 Contribution of 11 stocks during 2019. Form 990, Part III, Line 1 interested in supporting Scouting through their local councils and other Scouting organizations, both nationally and internationally. Form 990, Part VI, Section B, Line 11b Form 990 was reviewed and approved by the Controller and national Legal Counsel of the Boy Scouts of America. An executive summary was prepared and that, along with From 990 without Schedule B, was distributed to the Officers and the Audit Committee for their review. PricewaterhouseCoopers reviewed and signed Form 990 as paid preparer. Finally, Form 990 without Schedule B was distributed to all Executive Board members before it was filed. Schedule B was not included due to confidentiality agreements with donors, some of which are members of the Executive Board. Form 990, Part VI, Section B, Line 12c Annually a conflict of interest policy confirmation is required of the organization's Executive Board Members and employees responsible for every department. The organization uses an outside company for anonymous reporting of potential ethics violations. A report of the violation is e-mailed to Internal Audit and National Legal Counsel for thorough research, review and resolution. The report, issues and resolutions are presented to the Audit Committee for review. Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policy and financial statements are available upon request. Form 990, Part XI, Line 9 Allowance for Pledges Receivable Boy Scouts of America 1325 West Walnut Hill Lane Irving TX 750383008 221576300 Scouting TX 501(c)(3) 7 N/A 0 Boy Scouts of America Employee Welfare Benefits Plan PO Box 152079 Irving TX 750152079 752347824 Welfare Benefits Plan TX 501(c)(9) N/A 0 Scout Executives Alliance PO Box 152079 Irving TX 750152079 226069455 Support Scouts' employees TX 501(c)(9) N/A 0 Arrow WV Inc 1325 West Walnut Hill Lane Irving TX 750383008 270441319 Develop program & facility for Boy Scouts WV 501(c)(3) 7 N/A 0 BSA Commingled Endowment Fund LP 1325 West Walnut Hill Lane Irving TX 750383008 262474514 Endowment Investments TX Boy Scouts of America Excluded 7884523 27090695 0 9476 0 0.0753 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 1 1