AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC (EIN 13-6189382)
Tax period: 2017-10-01 to 2018-09-30
Filed: 2019-08-07
IRS object ID: 201922199349300277
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-08-07T07:40:53-05:00	ReturnTs
Tax Period End	2018-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	410746749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	901 N GLEBE ROAD SUITE 200	AddressLine1Txt
City	ARLINGTON	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22203	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	136189382	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE AMERICAN OCCUPATIONAL THERAPY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	AMER	BusinessNameControlTxt
Phone	2402921034	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4720 MONTGOMERY LANE NO 202	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20814	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARY LAWLOR	PersonNm
Person Title	CHAIRMAN	PersonTitleTxt
Phone	2402921034	PhoneNum
Signature	2019-08-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DAVID TRIMNER	PreparerPersonNm
PTIN	P00444822	PTIN
Phone	5712279500	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	67.137.57.251	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-08-05	IPDt
IP Tm	08:32:57	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	3F26782FE4A8D097B8E6D44DA42E2066FBD559CC	AtSubmissionCreationDeviceId
At Submission Filing Device Id	30AA84F5E78C5AA3800A9923CFABCD0D90B44FDF	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MARY LAWLOR	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4720 MONTGOMERY LANE NO 202	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20814	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$9,678,229	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	HTTP://WWW.AOTF.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1965	FormationYr
Legal Domicile State	DE	LegalDomicileStateCd
Activity Or Mission	SUPPORT FUTURE OF OCCUPATIONAL THERAPY AS AN EVIDENCE-BASED PROFESSION THROUGH RESEARCH.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	10	TotalEmployeeCnt
Total Volunteers	55	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$510	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$763,572	PYContributionsGrantsAmt
CY Contributions Grants	$1,793,009	CYContributionsGrantsAmt
PY Program Service Revenue	$282,184	PYProgramServiceRevenueAmt
CY Program Service Revenue	$247,960	CYProgramServiceRevenueAmt
PY Investment Income	$1,889,555	PYInvestmentIncomeAmt
CY Investment Income	$1,536,772	CYInvestmentIncomeAmt
PY Other Revenue	$136,179	PYOtherRevenueAmt
CY Other Revenue	$114,488	CYOtherRevenueAmt
PY Total Revenue	$3,071,490	PYTotalRevenueAmt
CY Total Revenue	$3,692,229	CYTotalRevenueAmt
PY Grants And Similar Paid	$279,267	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$335,881	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$667,102	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$682,018	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$272,845	CYTotalFundraisingExpenseAmt
PY Other Expenses	$716,941	PYOtherExpensesAmt
CY Other Expenses	$702,141	CYOtherExpensesAmt
PY Total Expenses	$1,663,310	PYTotalExpensesAmt
CY Total Expenses	$1,720,040	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,408,180	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,972,189	CYRevenuesLessExpensesAmt
Total Assets BOY	$27,174,788	TotalAssetsBOYAmt
Total Assets EOY	$29,424,583	TotalAssetsEOYAmt
Total Liabilities BOY	$120,271	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$181,811	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$27,054,517	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$29,242,772	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC. (AOTF) IS TO ADVANCE THE SCIENCE OF OCCUPATIONAL THERAPY TO SUPPORT PEOPLE'S FULL PARTICIPATION IN MEANINGFUL LIFE ACTIVITIES.	MissionDesc
Significant New Program Srvc	Yes (1)	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$619,694	ExpenseAmt
Grant	$250,687	GrantAmt
Revenue	$94,835	RevenueAmt
Desc	RESEARCH PROGRAMS: THE FOUNDATION SUPPORTS A WIDE ARRAY OF PROGRAMS THAT SUPPORT RESEARCH IN THE AREA OF OCCUPATIONAL THERAPY TO INCLUDE THE PUBLICATION OF OTJR: OCCUPATION, PARTICIPATION AND HEALTH (QUARTERLY), RESEARCH GRANTS (5 ANNUALLY) THAT FURTHER DEVELOPS THE SCIENCE OF OCCUPATIONAL THERAPY THROUGH STUDIES AND SURVEYS, TOPIC SPECIFIC COLLECTIVES - THAT BRING TOGETHER LEADING SCIENTISTS AND FUNDING SOURCES IN A SPECIFIC TOPIC AREA, SPONSOR WORKSHOPS AND SESSIONS AT THE ANNUAL CONFERENCE IN RELEVANT TOPICS TO THE PROFESSION AND PROVIDE LIBRARY SERVICES TO INCLUDE CATALOGING OF LITERATURE, COLLECTION DEVELOPMENT AND FULFILLMENT OF REFERENCE REQUESTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$324,605	ExpenseAmt
Grant	$85,194	GrantAmt
Revenue	$164,891	RevenueAmt
Desc	EDUCATIONAL & SCHOLARSHIP PROGRAMS: ANNUALLY AWARD OVER 50 SCHOLARSHIPS; PROVIDE A FELLOWSHIP TO AN INDIVIDUAL WORKING ON THEIR DOCTORATE OR POST-DOCTORATE AND SUPPORT STUDENTS ATTENDING THE OCCUPATIONAL THERAPY SUMMIT MEETING. SUPPORT THE PROFESSIONS' HONOR SOCIETY WHICH INDUCTS OVER 1200 NEW MEMBERS ANNUALLY AT THE 100 PLUS CHAPTER LEVEL.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$944,299	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	11	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	10	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JEANNE COOPER	PersonNm
Phone	2402921045	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4720 MONTGOMERY LANE SUITE 202	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20814	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
MARY LAWLOR
CHAIRMAN	1.50	Yes (X)	Yes (X)	$0	$0	$0
ELIZABETH FRANCIS-CONNOLLY
VICE CHAIRMAN	1.00	Yes (X)	Yes (X)	$0	$0	$0
WENDY COSTER
PRESIDENT - UNTIL 12/2017	1.50	Yes (X)	Yes (X)	$0	$0	$0
CHERYL MILLER
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
BETTE BONDER
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
JAN POLGAR
SECRETARY - UNTIL 12/2017	1.00	Yes (X)	Yes (X)	$0	$0	$0
TARA ALEXANDER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
NANCY BAKER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MARY ELLEN BUNING
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SUSAN GARBER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ROGER IDEISHI
TRUSTEE	1.00	Yes (X)		$0	$0	$0
KRISTIE KOENIG
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ROY C BRUMFIELD
TRUSTEE - UNTIL 02/2018	1.00	Yes (X)		$0	$0	$0
JOSEPH K BREY
TRUSTEE - UNTIL 11/2017	1.00	Yes (X)		$0	$0	$0
SCOTT CAMPBELL
CHIEF EXECUTIVE OFFICER	35.00		Yes (X)	$195,492	$0	$25,274

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$195,492	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$25,274	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$1,793,009	AllOtherContributionsAmt
Total Contributions	$1,793,009	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES	900099	$98,835	$98,835
SPONSORSHIP REVENUE	900099	$57,650	$57,650
LIBRARY SERVICES	900099	$38,312	$38,312
SUBSCRIPTIONS	900099	$33,103	$33,103
WORKSHOP/CONFERENCE	900099	$17,680	$17,680

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,380	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,380	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$247,960	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$657,341	TotalRevenueColumnAmt
Exclusion	$657,341	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$81,202	TotalRevenueColumnAmt
Exclusion	$81,202	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$6,856,058	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$5,976,627	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$879,431	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$879,431	TotalRevenueColumnAmt
Exclusion	$879,431	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$21,139	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$9,373	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,766	TotalRevenueColumnAmt
Related Or Exempt Func Income	$11,766	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	EXPENSE REIMBURSEMENT	Desc
Business	900099	BusinessCd
Total Revenue Column	$4,034	TotalRevenueColumnAmt
Exclusion	$4,034	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,486	TotalRevenueColumnAmt
Exclusion	$17,486	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$21,520	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,692,229	TotalRevenueColumnAmt
Related Or Exempt Func Income	$259,726	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,639,494	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$249,687	TotalAmt
Program Services	$249,687	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$86,194	TotalAmt
Program Services	$86,194	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$225,291	TotalAmt
Program Services	$56,324	ProgramServicesAmt
Management And General	$112,645	ManagementAndGeneralAmt
Fundraising	$56,322	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$372,112	TotalAmt
Program Services	$175,857	ProgramServicesAmt
Management And General	$90,261	ManagementAndGeneralAmt
Fundraising	$105,994	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,422	TotalAmt
Program Services	$5,664	ProgramServicesAmt
Management And General	$3,040	ManagementAndGeneralAmt
Fundraising	$1,718	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$35,177	TotalAmt
Program Services	$17,766	ProgramServicesAmt
Management And General	$12,193	ManagementAndGeneralAmt
Fundraising	$5,218	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$39,016	TotalAmt
Program Services	$15,603	ProgramServicesAmt
Management And General	$12,767	ManagementAndGeneralAmt
Fundraising	$10,646	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$14,657	TotalAmt
Program Services	$3,195	ProgramServicesAmt
Management And General	$10,357	ManagementAndGeneralAmt
Fundraising	$1,105	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$75,936	TotalAmt
Management And General	$75,936	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$92,800	TotalAmt
Program Services	$849	ProgramServicesAmt
Management And General	$91,951	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$213,991	TotalAmt
Program Services	$164,676	ProgramServicesAmt
Management And General	$12,647	ManagementAndGeneralAmt
Fundraising	$36,668	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$13,588	TotalAmt
Program Services	$386	ProgramServicesAmt
Management And General	$13,202	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$118,246	TotalAmt
Program Services	$69,147	ProgramServicesAmt
Management And General	$26,291	ManagementAndGeneralAmt
Fundraising	$22,808	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,788	TotalAmt
Program Services	$7,788	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$56,215	TotalAmt
Program Services	$22,215	ProgramServicesAmt
Management And General	$18,669	ManagementAndGeneralAmt
Fundraising	$15,331	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$69,952	TotalAmt
Program Services	$51,701	ProgramServicesAmt
Management And General	$11,114	ManagementAndGeneralAmt
Fundraising	$7,137	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$10,716	TotalAmt
Program Services	$6,434	ProgramServicesAmt
Management And General	$3,830	ManagementAndGeneralAmt
Fundraising	$452	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$775	TotalAmt
Management And General	$775	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,133	TotalAmt
Program Services	$2,424	ProgramServicesAmt
Management And General	$2,036	ManagementAndGeneralAmt
Fundraising	$1,673	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$8,527	TotalAmt
Program Services	$3,370	ProgramServicesAmt
Management And General	$2,832	ManagementAndGeneralAmt
Fundraising	$2,325	FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	FundraisingFundraisingAmt	Program ServicesProgramServicesAmt
STATE CHARITABLE REGIST	$5,448	$5,448
DUES AND SUBSCRIPTIONS	$4,591		$4,591

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,778	TotalAmt
Program Services	$428	ProgramServicesAmt
Management And General	$2,350	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,720,040	TotalAmt
Program Services	$944,299	ProgramServicesAmt
Management And General	$502,896	ManagementAndGeneralAmt
Fundraising	$272,845	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$152,993	BOYAmt
EOY	$161,690	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$842,026	BOYAmt
EOY	$1,321,795	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$317,357	BOYAmt
EOY	$849,642	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$16,866	BOYAmt
EOY	$14,717	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$354	BOYAmt
EOY	$358	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$9,828	BOYAmt
EOY	$9,471	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$145,808	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$101,940	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$15,627	BOYAmt
EOY	$43,868	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$23,567,539	BOYAmt
EOY	$24,796,659	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,252,198	BOYAmt
EOY	$2,226,383	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$27,174,788	BOYAmt
EOY	$29,424,583	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$111,600	BOYAmt
EOY	$155,850	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$7,179	BOYAmt
EOY	$24,469	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,492	BOYAmt
EOY	$1,492	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$120,271	BOYAmt
EOY	$181,811	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$18,362,669	BOYAmt
EOY	$19,044,065	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,224,266	BOYAmt
EOY	$2,606,324	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,467,582	BOYAmt
EOY	$7,592,383	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$27,054,517	BOYAmt
EOY	$29,242,772	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$27,174,788	BOYAmt
EOY	$29,424,583	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$1,972,189	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$227,507	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$11,441	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$593,985	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$739,611	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$823,189	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$763,572	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,793,009	CurrentTaxYearAmt
Total	$4,713,366	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$593,985	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$739,611	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$823,189	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$763,572	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,793,009	CurrentTaxYearAmt
Total	$4,713,366	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,598,108	SubstantialContributorsTotAmt
Public Support Total170	$3,115,258	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$816,989	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$546,435	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$515,244	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$658,254	CurrentTaxYearMinus1YearAmt
Current Tax Year	$738,543	CurrentTaxYearAmt
Total	$3,275,465	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$22,732	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$33,441	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$20,685	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$29,876	CurrentTaxYearMinus1YearAmt
Current Tax Year	$21,520	CurrentTaxYearAmt
Total	$128,254	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$8,117,085	TotalSupportAmt
Gross Receipts Rltd Activities	$1,281,173	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.38380	PublicSupportCY170Pct
Public Support PY170	0.40980	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,874,963	BeginningYearBalanceAmt
Contributions	$89,022	ContributionsAmt
Investment Earnings Or Losses	$454,579	InvestmentEarningsOrLossesAmt
Other Expenditures	$72,694	OtherExpendituresAmt
Administrative Expenses	$37,548	AdministrativeExpensesAmt
End Year Balance	$6,308,322	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,265,607	BeginningYearBalanceAmt
Contributions	$192,358	ContributionsAmt
Investment Earnings Or Losses	$533,141	InvestmentEarningsOrLossesAmt
Other Expenditures	$78,771	OtherExpendituresAmt
Administrative Expenses	$37,372	AdministrativeExpensesAmt
End Year Balance	$5,874,963	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,359,198	BeginningYearBalanceAmt
Contributions	$133,659	ContributionsAmt
Investment Earnings Or Losses	-$144,920	InvestmentEarningsOrLossesAmt
Other Expenditures	$50,250	OtherExpendituresAmt
Administrative Expenses	$32,080	AdministrativeExpensesAmt
End Year Balance	$5,265,607	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,408,786	BeginningYearBalanceAmt
Contributions	$85,313	ContributionsAmt
Investment Earnings Or Losses	-$82,526	InvestmentEarningsOrLossesAmt
Other Expenditures	$41,653	OtherExpendituresAmt
Administrative Expenses	$10,722	AdministrativeExpensesAmt
End Year Balance	$5,359,198	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$5,304,924	BeginningYearBalanceAmt
Contributions	$74,863	ContributionsAmt
Investment Earnings Or Losses	$83,366	InvestmentEarningsOrLossesAmt
Other Expenditures	$44,970	OtherExpendituresAmt
Administrative Expenses	$9,397	AdministrativeExpensesAmt
End Year Balance	$5,408,786	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.10530	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.85300	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.04170	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$145,808	OtherCostOrOtherBasisAmt
Depreciation	$101,940	DepreciationAmt
Book Value	$43,868	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$43,868	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
BENEFICIAL INTEREST IN REMAINDER AND PERPETUAL TRUSTS	$2,211,438
DUE FROM AFFILIATE (AOTA)	$9,278
INTEREST RECEIVABLE	$5,667

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$2,226,383	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	LIABILITY FOR FUTURE INTEREST IN POOLED INCOME FUND	Desc
Amt	$1,492	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,492	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,824,217	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$227,507	NetUnrealizedGainsInvstAmt
Other Revenue	-$2,719	OtherRevenueAmt
Revenue Not Reported	$224,788	RevenueNotReportedAmt
Revenue Subtotal	$3,599,429	RevenueSubtotalAmt
Investment Expenses Not Incld	$92,800	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$92,800	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,692,229	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,635,962	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$8,722	OtherExpensesIncludedAmt
Expenses Not Reported	$8,722	ExpensesNotReportedAmt
Expenses Subtotal	$1,627,240	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$92,800	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$92,800	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,720,040	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	TO SUPPORT THE SCHOLARSHIPS AND GRANTS GIVEN BY THE FOUNDATION TO WORTHY RECIPIENTS.
PART X, LINE 2:	THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS TAX POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, LOCAL AND FOREIGN AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 9,373. CHANGE IN THE VALUE OF SPLIT-INTEREST AGREEMENTS -12,092.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 9,373. REIMBURSEMENT OF UNUSED GRANTS -651.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (9 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
MGH INSTITUTE OF HEALTH PROFESSIONS
36 - 1ST AVENUE OFFICE OF THE	PROVOST	CHARLESTOWN	MA	02129	042868893	501(C)(3)	$24,990	INTERVENTION RESEARCH GRANT
NORTHERN ARIZONA UNIVERISTY
PO BOX 4070		FLAGSTAFF	AZ	860114070	742579628	501(C)(3)	$50,000	INTERVENTION RESEARCH GRANT
RUSH UNIVERSITY
1700 W VAN BUREN STRET SUITE 250		CHICAGO	IL	60612	362174823	501(C)(3)	$24,916	INTERVENTION RESEARCH GRANT
TRUSTEES OF DARTMOUTH COLLEGE
11 ROPE FERRY ROAD SUITE 6210		HANOVER	NH	037551404	020222111	501(C)(3)	$24,990	INTERVENTION RESEARCH GRANT
UNIVERSITY OF KANSAS CENTER FOR RESEARCH INC
2385 IRVING HILL ROAD		LAWRENCE	KS	660457568	480680117	501(C)(3)	$24,818	INTERVENTION RESEARCH GRANT
UNIVERSITY OF MISSOURI
PO BOX 807012		KANSAS CITY	MO	641807012	436003859	501(C)(3)	$25,000	INTERVENTION RESEARCH GRANT
UNIVERSITY OF PITTSBURGH
123 UNIVERSITY PLACE B21		PITTSBURGH	PA	15213	250965591	501(C)(3)	$25,000	INTERVENTION RESEARCH GRANT
UNIVERSITY OF SOUTHERN CALIFORNIA
2001 SOTO STREET SSB 205 MC 9235		LOS ANGELES	CA	900899235	951642394	501(C)(3)	$24,973	INTERVENTION RESEARCH GRANT
UNIVERSITY OF UTAH
201 PRESIDENTS CIRCLE ROOM 416		SALT LAKE CITY	UT	84112	876000525	501(C)(3)	$25,000	INTERVENTION RESEARCH GRANT

Field	Value	IRS element (for citing)
Total501c3 Org	9	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
FELLOWSHIP	2	$2,500
SCHOLARSHIP	56	$83,694

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	APPLICANT GOES THROUGH AN EXTENSIVE APPLICATION AND REVIEW PROCESS. GRANTS ARE PAID IN 2 PAYMENTS WITH START DATES PRE-DETERMINED OF APRIL OR JULY. EACH GRANT RECIPIENT IS REQUIRED TO SUBMIT A MID YEAR REPORT BEFORE THE 2ND PORTION OF THE GRANT MONIES ARE RELEASED, AND THEN THEY MUST SUBMIT A FINAL REPORT AND FINANCIAL DOCUMENTS TO SHOW THE FINAL USAGE OF THE FUNDS. SURPLUS MONIES MUST BE RETURNED.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	SCOTT CAMPBELL	PersonNm
Title	CHIEF EXECUTIVE OFFICER	TitleTxt
Base Compensation Filing Org	$195,492	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$8,308	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$16,966	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$220,766	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 2	THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION, INC. ADDED PLANNING GRANT COLLECTIVES ON SPECIFIC TOPIC AREAS.
FORM 990, PART VI, SECTION B, LINE 11B	THE 990 IS PRESENTED TO THE AUDIT COMMITTEE FOR FIRST REVIEW AND THEN PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL AND FILING.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY EACH DIRECTOR, VOLUNTEER AND STAFF PERSON MUST SIGN THE CONFLICT STATEMENT. THESE STATEMENTS ARE THEN COMPILED BY THE OFFICE. AS THIS IS A SMALL BOARD AND STAFF, IT IS NOT DIFFICULT TO MANAGE THE CONFLICT OF INTEREST. INDIVIDUALS GENERALLY RECUSE THEMSELVES FROM ISSUES WITH CONFLICT. WE HAVE NEVER NEEDED TO REMIND ANYONE ALTHOUGH WE CAN AND WOULD.
FORM 990, PART VI, SECTION B, LINE 15	THE COMPENSATION COMMITTEE CONSULTED WITH AN EMPLOYMENT ATTORNEY AND COLLECTED INFORMATION ON COMPARABLE POSITIONS AS PART OF DEVELOPING AN APPROPRIATE EMPLOYMENT CONTRACT FOR THE FOUNDATION'S TOP MANAGEMENT OFFICIALS. FOR CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL, THE MOST RECENT PROCESS WAS PERFORMED IN 2017. FOR OFFICERS OR KEY EMPLOYEES, THE MOST RECENT PROCESS WAS PERFORMED IN 2018.
FORM 990, PART VI, SECTION C, LINE 19	THE FINANCIAL STATEMENTS ARE PUBLISHED IN THE ANNUAL REPORT THAT IS AVAILABLE IN PRINT AND DIGITAL FORMAT. THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11G	SCHOLARSHIP MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 16,998. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 403. TOTAL EXPENSES 17,401. HONORARIUMS: PROGRAM SERVICE EXPENSES 2,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,850. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 144,828. MANAGEMENT AND GENERAL EXPENSES 12,647. FUNDRAISING EXPENSES 36,265. TOTAL EXPENSES 193,740.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -12,092. REIMBURSEMENT OF UNUSED GRANTS 651.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NATIONAL HONOR SOCIETY AFFILIATE	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4720 MONTGOMERY LANE SUITE 202	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20814	ZIPCd

Field	Value	IRS element (for citing)
EIN	136189382	EIN
Primary Activities	MANAGEMENT OF HONOR SOCIETY	PrimaryActivitiesTxt
Legal Domicile State	MD	LegalDomicileStateCd
Total Income	$195,153	TotalIncomeAmt
End Of Year Assets	$403,272	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	THE AMERICAN OCCUPATIONAL THERAPY FOUNDATION INC	BusinessNameLine1Txt