2019-10-24T12:07:32-07:00 2018-12-31 990 2018-01-01 752675978 NATIONAL BOY SCOUTS OF AMERICA FOUNDATION NATI 9725802300 1325 West Walnut Hill Lane Irving TX 750383008 Michael Ashline Chief Financial Officer 9725802002 2019-10-24 209.246.150.146 2018 2020-04-17 16:48:07Z Michael A Ashline 1325 W Walnut Hill Lane Irving TX 75038 29688183 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. 9 9 0 15 18356 12258 6928679 7074681 0 0 1584605 2223658 1494694 1383004 10007978 10681343 5830098 4095681 0 0 0 5245 0 0 864885 4467477 5008494 10297575 9109420 -289597 1571923 71264286 66795788 10879907 10412477 60384379 56383311 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 499356 499250 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. 540224 540224 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. 3887233 2329256 1383004 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. 508215 507683 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. 1654975 1435588 0 Support International Scouting through World Scout Bureau and other organizations. 2163190 1943271 0 7090003 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 9 9 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 MD 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 Randall L Stephenson President (Jan-May 18) and Director 1 1 X X 0 0 0 James S Turley President Elect (Jan-May 18) President (May-Dec 18) and Director 1 1 X X 0 0 0 Joseph P Landy Treasurer (Jan-May 18) and Director (Jan-May 18) 1 1 X X 0 0 0 Matthew K Rose Vice President-Development(Jan-May 18) and Director (Jan-May 18) 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 and Trustees Committee Chairman (Jan-May 18) 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 (May - Dec 2018) 1 1 X X 0 0 0 Bradley D Tilden Treasurer (May-Dec 18) and Director 1 1 X X 0 0 0 Jack D Furst Vice President-Development (May-Dec 18) and Director 1 1 X X 0 0 0 Michael B Surbaugh Secretary 1 40 X 0 793824 206878 Bradley D Farmer Assistant Secretary (Jan-May 18) 6 40 X 0 349140 175450 0 1142964 382328 0 0 1 0 0 0 0 0 3008167 0 4066514 823833 7074681 0 503519 0 18356 485163 0 0 0 0 0 0 0 0 0 0 20726979 0 19006840 0 1720139 0 1720139 0 0 1720139 0 Local Council Assessments and Miscellaneous 900099 653423 653423 0 0 Admin Fees 900099 729581 729581 0 0 0 0 0 0 1383004 10681343 1383004 18356 2205302 3410264 3410264 70075 70075 615342 615342 5245 3305 262 1678 0 2500 2500 955683 955683 58214 58214 2400 58 5 2337 25566 16107 1278 8181 20833 13125 1042 6666 293485 184896 14674 93915 278101 204729 9915 63457 1216321 1216321 Allocated Wages and Benefits 2152034 1355781 107602 688651 Licenses 80 0 80 0 Dues 3277 0 3277 0 9109420 7090003 1154532 864885 3075884 3553606 25020 32218 39894008 36855996 24276407 24733780 1200000 1200000 2792967 420188 71264286 66795788 10879907 10412477 0 0 10879907 10412477 X 3810045 2982374 28774170 26156459 27800164 27244478 60384379 56383311 71264286 66795788 1571923 -5572991 0 0 0 0 X 0 0 0 X 8343313 6397216 8440096 6928679 7074681 37183985 0 0 0 0 0 0 0 0 0 0 0 0 8343313 6397216 8440096 6928679 7074681 37183985 6542568 30641417 362565 309620 483356 528582 485163 2169286 269 0 18356 18625 1043629 1917435 1494694 1383004 5838762 45210658 5839262 0.67775 0.67858 X Schedule A, Part II, Line 10 Miscellaneous income. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 0 883182 0 1766620 0 8854648 0 1 1 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 27526932 4787627 1981061 6227870 0 115210 27952540 0.0403 0.8497 0.11 0 1 1 BSA Commingled Endowment Fund LP 24733780 F 24733780 Schedule D, Part V, Line 4 Donor specified endowment funds serve to further the National Scouting Museum and World Scouting. Schedule D, Part X Uncertainty in Income Taxes. The National Council recognizes interest and penalties related to underpayment of income taxes as income tax expense. As of December 31, 2018, the National Council had not recorded any amounts related to unrecognized income tax benefits or accrued interest and penalties. The National Council does not anticipate any significant changes to unrecognized income tax benefits over the next year. 1 Europe (including Iceland and Greenland) 0 0 Grantmaking Grants to support European scouting. 615342 0 0 615342 Europe (including Iceland and Greenland) Support International Scouting 615342 Wire 0 4 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. Theses 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 Alamo Area Council 2226 NW MILITARY HWY SAN ANTONIO TX 78213 746079583 501(c)(3) 67834 0 Serving local and national Scouting movement. Baltimore Area Council 701 WYMAN PARK DR BALTIMORE MD 21211 520591572 501(c)(3) 19044 0 Serving local and national Scouting movement. Bay Lakes Council PO BOX 267 APPLETON WI 54912 391184320 501(c)(3) 21500 0 Serving local and national Scouting movement. Blackhawk Area Council 2820 MCFARLAND RD ROCKFORD IL 61107 362169127 501(c)(3) 114737 0 Serving local and national Scouting movement. Buffalo Trace Council 3501 E LLOYD EXPY EVANSVILLE IN 47715 350867971 501(c)(3) 10000 0 Serving local and national Scouting movement. Capitol Area Council 12500 N IH 35 AUSTIN TX 78753 741143057 501(c)(3) 363350 0 Serving local and national Scouting movement. Chippewa Valley Council 710 S HASTINGS WAY EAU CLAIRE WI 54701 390807227 501(c)(3) 34440 0 Serving local and national Scouting movement. Cornhusker Council PO BOX 269 WALTON NE 68461 470378985 501(c)(3) 61373 0 Serving local and national Scouting movement. Grand Canyon Council 2969 N GREENFIELD RD PHOENIX AZ 85016 860101295 501(c)(3) 455000 0 Serving local and national Scouting movement. Greater Los Angeles Area Council 2333 Scout Way Los Angeles CA 90026 951643982 501(c)(3) 31000 0 Serving local and national Scouting movement. Greater New York Council 350 FIFTH AVENUE 78TH FL SUITE 78 NEW YORK NY 10118 131624015 501(c)(3) 58060 0 Serving local and national Scouting movement. Hoosier Trails Council 5625 E STATE ROAD 46 BLOOMINGTON IN 47401 351290776 501(c)(3) 32549 0 Serving local and national Scouting movement. Longhorn Council P O Box 54190 Hurst TX 76054 741157377 501(c)(3) 48000 0 Serving local and national Scouting movement. Longs Peak Council 2215 23RD AVE GREELEY CO 80632 840253710 501(c)(3) 10000 0 Serving local and national Scouting movement. Michigan Crossroads Council 137 SOUTH MARKETPLACE BLVD LANSING MI 48917 454003240 501(c)(3) 121757 0 Serving local and national Scouting movement. Mount Diablo-Silverado Council 800 ELLINWOOD WAY PLEASANT HILL CA 94523 941156249 501(c)(3) 12852 0 Serving local and national Scouting movement. New York Public Radio 160 Varick Street 9th Floor NEW YORK NY 10013 133015230 501(c)(3) 25000 0 Serving local and national Scouting movement. Northern New Jersey Council 25 RAMAPO VALLEY RD OAKLAND NJ 07436 223626147 501(c)(3) 40307 0 Serving local and national Scouting movement. Northern Star Council 6202 Bloomington Rd Fort Snelling MN 55111 203000282 501(c)(3) 55326 0 Serving local and national Scouting movement. Pacific Skyline Council 1150 CHESS DR FOSTER CITY CA 94404 941156483 501(c)(3) 50000 0 Serving local and national Scouting movement. Pathway to Adventure Council 1218 WEST ADAMS ST CHICAGO IL 60607 475066720 501(c)(3) 211250 0 Serving local and national Scouting movement. Pennsylvania Dutch Council 630 Janet Avenue Lancaster PA 17601 231855082 501(c)(3) 235000 0 Serving local and national Scouting movement. Philmont Staff Association 17 DEER RUN RD CIMARRON NM 87714 237360180 501(c)(3) 11500 0 Serving local and national Scouting movement. Puerto Rico Council Ave Esmeralda 405 Suite 102 Guaynabo PR 00969 660201809 501(c)(3) 200041 0 Serving local and national Scouting movement. Quivira Council 3247 N OLIVER ST WICHITA KS 67220 237147508 501(c)(3) 25000 0 Serving local and national Scouting movement. Redwood Empire Council 1000 APOLLO WAY SUITE 100 SANTA ROSA CA 95407 941167394 501(c)(3) 7070 0 Serving local and national Scouting movement. Samoset Council 3511 Camp Phillips Rd Weston WI 54476 390813397 501(c)(3) 14965 0 Serving local and national Scouting movement. San Diego-Imperial Council 1207 UPAS ST SAN DIEGO CA 92103 951643983 501(c)(3) 88250 0 Serving local and national Scouting movement. Shenandoah Area Council 107 Youth Development Court Winchester VA 22602 540505874 501(c)(3) 20000 0 Serving local and national Scouting movement. Twin Rivers Council 253 Washington Avenue Ext Albany NY 12205 141340028 501(c)(3) 20000 0 Serving local and national Scouting movement. Horation Alger Association 99 Canal Center Plaza Suite 320 Alexandria VA 22314 131669975 501(c)(3( 262918 0 Scholarships. The Trustees of Princeton University 330 Alexander St Princeton NJ 08540 210634501 501(c)(3) 12000 0 Support University 32 0 KeKich Scholarship 4 4500 0 Scouting Emergency Assistance Grant 1 2500 0 Naples Scholarship 1 3000 0 Longhorn Fund Grant - Eagle Scout project Funding. 3 1500 0 Camp Cornhuskers Scholarships 10 14500 0 Camperships from Second Century Fund. 3 1750 0 Venturingfest Scholarships 34 42325 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. 0 1 0 0 1 0 0 0 0 Michael B Surbaugh Secretary 0 457104 0 93320 0 243401 0 182332 0 29099 0 1005256 0 0 Bradley D Farmer Assistant Secretary (Jan-May 18) 0 303543 0 23316 0 22280 0 150907 0 27682 0 527728 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 $275,000. Michael Surbaugh $138,574 restoration plan; Bradley Farmer $4,219 restoration plan. 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. X 17 823833 Fair Market Value 0 0 1 0 Schedule M, Part I, Line 9 Contribution of 17 stocks during 2018. 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 IV, Line 11a Donated land is being evaluated to determine possible usefulness for local councils. Form 990, Part IV, Line 12b As of the date of the return preparation and filing, the consolidated audit had not been approved for release by the Board of Directors. 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 Form 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. 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 1066975 26218857 0 18356 0 0.0423 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 1 1