2018-09-14T17:22:36-07:00 2017-12-31 990 2017-01-01 752675978 NATIONAL BOY SCOUTS OF AMERICA FOUNDATION NATI 9725802300 1325 West Walnut Hill Lane Irving TX 750383008 Michael Ashline Chief Financial Officer 9725802002 2018-09-17 12.197.167.144 2017 2018-06-14 16:35:46Z Bradley D Farmer 1325 West Walnut Hill Lane Irving TX 750383008 22786509 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 35 -2421 -2421 8440096 6928679 0 0 9028172 1584605 1917435 1494694 19385703 10007978 5737781 5830098 0 0 0 0 22511 0 803553 4997155 4467477 10757447 10297575 8628256 -289597 65063619 71264286 10664375 10879907 54399244 60384379 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 3691427 3655183 0 Providing camperships, uniforms and equipment and travel stipends to disadvantaged youth and Scout leaders, to enable them to attend outdoor leadership programs at our High Adventure bases, especially the Summit facility in West Virginia. 1165350 1162672 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. 2161823 803893 1494694 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. 502661 502500 0 Providing scholarships to youth to attend college and other higher-education opportunities, based on merit applications and achievements within the Scouting program. 999782 965537 0 Support International Scouting through World Scout Bureau and other organizations. 1502443 1468037 0 8521043 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 1 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 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 Ste S407 Irving TX 750383008 Randall L Stephenson Director/President 1 1 X X 0 0 0 James S Turley Director/Pres-Elect 1 1 X X 0 0 0 Joseph P Landy Director/Treasurer 1 1 X X 0 0 0 Matthew K Rose Director/VP-Development 1 1 X X 0 0 0 B Howard Bulloch Director/Vice-President 1 1 X X 0 0 0 Thomas C Edwards Director/Vice-President (June - Dec 2017) 1 1 X X 0 0 0 Craig E Fenneman Director/Vice-President 1 1 X X 0 0 0 Rex W Tillerson Director/Vice-President (Jan to May 2017) 1 1 X X 0 0 0 Dr Robert M Gates Director/Past President 1 1 X X 0 0 0 Wayne M Perry Director/Past President 1 1 X X 0 0 0 Bradley D Farmer Assistant Secretary 6 40.00 X 0 359342 240393 Michael B Surbaugh Secretary 1 40.00 X 0 624713 245368 0 984055 485761 0 0 1 0 0 0 0 0 121489 0 6807190 1529272 6928679 0 526161 0 -2421 528582 0 0 0 0 0 0 0 0 0 0 13836975 0 12778531 0 1058444 0 1058444 0 0 1058444 0 Local Council Assessments and Miscellaneous 900099 549996 549996 0 0 Admin Fees 900099 944698 944698 0 0 0 0 0 0 1494694 10007978 1494694 -2421 1587026 5198161 5198161 213200 213200 418737 418737 2500 1575 125 800 0 861780 861780 87520 87520 117736 117736 35688 22480 1784 11424 26093 16439 1304 8350 252967 159369 12648 80950 126098 77377 6141 42580 1259688 1259688 Allocated Wages and Benefits 1692853 1066497 84643 541713 Property Taxes 4554 0 4554 0 10297575 8521043 972979 803553 3356928 3075884 72500 25020 35354614 39894008 20985958 24276407 1200000 1200000 4093619 2792967 65063619 71264286 10664375 10879907 0 0 0 10664375 10879907 X 3450899 3810045 25347711 28774170 25600634 27800164 54399244 60384379 65063619 71264286 -289597 6274732 0 0 0 0 X 0 1 X 1 0 X 3846885 8343313 6397216 8440096 6928679 33956189 0 0 0 0 0 0 0 0 3846885 8343313 6397216 8440096 6928679 33956189 6140012 27816177 875438 362565 309620 483356 528582 2559561 269 0 269 19945 1043629 1917435 1494694 4475703 40991722 4476203 0.67858 0.69068 X Schedule A, Part II, Line 10 Miscellaneous income. 15 0 50000 0 1333417 0 8044452 0 1 1 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 24528223 1301557 4512372 1418385 1214467 109336 27599964 0.0439 0.8357 0.1204 0 1 1 BSA Commingled Endowment Fund LP 24276407 F 24276407 0 0 X Schedule D, Part V, Line 4 Donor specified endowment funds serve to further the National Scouting Museum and World Scouting. Schedule D, Part X, Line 2 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, 2017, 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. 416737 Sub-Saharan Africa 0 0 Grantmaking Grants to support Scouting. 2000 0 0 418737 Europe (including Iceland and Greenland) Grants to support European Scouting. 416737 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 Alamo Area Council 583 2226 Northwest Military Highway San Antonio TX 78213 746079583 501 (c) 3 20075 0 Serving local & national Scouting movement Bay Lakes Council 635 2555 Northern Road Appleton WI 54912 391184320 501 (c) 3 21024 0 Serving local & national Scouting movement Boy Scouts of America 1325 W Walnut Hill Lane Irving TX 750383008 221576300 501 (c) 3 1301076 0 Serving local & national Scouting movement Catalina Area Council 11 5049 East Broadway Suite 200 Tucson AZ 857113636 860107516 501 (c) 3 26000 0 Serving local & national Scouting movement Cornhusker Council 324 P O Box 269 Walton NE 68461 470378985 501 (c) 3 59064 0 Serving local & national Scouting movement Crossroads Of America Council 160 7125 Fall Creek Road North Indianapolis IN 46256 350867962 501 (c) 3 25000 0 Serving local & national Scouting movement Dartmouth College 6066 Development Office Hanover NH 03755 020222111 501 (c) 3 20000 0 Educational assistance (colleges & universities) Grand Canyon Council 10 2969 North Greenfield Rd Phoenix AZ 850167715 860101295 501 (c) 3 431000 0 Serving local & national Scouting movement Greater Los Angeles Area Council 33 2333 Scout Way Los Angeles CA 900264995 951643982 501 (c) 3 22000 0 Serving local & national Scouting movement Greater New York Council 640 350 Fifth Avenue Suite 7820 New York NY 101180199 131624015 501 (c) 3 26500 0 Serving local & national Scouting movement Longhorn Council 662 P O Box 54190 Hurst TX 760544190 741157377 501 (c) 3 20000 0 Serving local & national Scouting movement Magical Bridge Foundation 654 Gilman St Palo Alto CA 94301 812377796 501 (c) 3 20000 0 Support charities in the U.S. Maui County Council 102 200 Liholiho Wailuku HI 967932508 990074594 501 (c) 3 7760 0 Serving local & national Scouting movement Mecklenburg County Council 415 1410 East 7th Street Charlotte NC 282042488 560529957 501 (c) 3 1000000 0 Serving local & national Scouting movement Michigan Crossroads Council 780 5001 S Eleven Mile Rd Auburn MI 48611 454003240 501 (c) 3 112556 0 Serving local & national Scouting movement Mount Diablo Silverado Council 23 800 Ellinwood Way Pleasant Hill CA 945230204 941156249 501 (c) 3 25158 0 Serving local & national Scouting movement New York Public Radio 160 Varick Street 9th Floor New York NY 10013 133015230 501 (c) 3 25000 0 Support charities in the U.S. Northern New Jersey Council 333 P O Box 670 Oakland NJ 07436 223626147 501 (c) 3 63800 0 Serving local & national Scouting movement Pathway to Adventure Council 456 811 West Hillgrove Avenue La Grange IL 605255897 475066720 501 (c) 3 90000 0 Serving local & national Scouting movement Penn State Univ - Hershey Pro Wellness Center 90 Hope Drive Suite A10 Hershey PA 17033 246000376 501 (c) 3 617500 0 Support charities in the U.S. Pennsylvania Dutch Council 524 630 Janet Avenue Lancaster PA 176014582 231855082 501 (c) 3 220000 0 Serving local & national Scouting movement Piedmont Council 42 10 Highland Way Piedmont CA 94611 941156325 501 (c) 3 16000 0 Serving local & national Scouting movement President Gerald R Ford FSC 781 5001 S Eleven Mile Rd Auburn MI 48611 381359240 501 (c) 3 8345 0 Serving local & national Scouting movement Puerto Rico Council 661 Ave Esmeralda 405 Suite 102 Guaynabo PR 00969 660201809 501 (c) 3 136890 0 Serving local & national Scouting movement Quivira Council 198 3247 N Oliver Wichita KS 67220 237147508 501 (c) 3 25000 0 Serving local & national Scouting movement Samoset Council 627 3511 Camp Phillips Road Weston WI 54476 390813397 501 (c) 3 15145 0 Serving local & national Scouting movement San Diego Imperial Council Box 33366-1207 Upas Street San Diego CA 92163 951643983 501 (c) 3 21000 0 Serving local & national Scouting movement Seminole Boosters Inc P O Box 1353 Tallahassee FL 32302 591561180 501 (c) 3 15000 0 Support charities in the U.S. Transatlantic Council 802 USAG Brussels Unit 28100 Box 24 APO AE 09714 980000121 501 (c) 3 6000 0 Serving local & national Scouting movement Learning for Life 1325 West Walnut Hill Lane Irving TX 75038 752396057 501 (c) 3 1065676 0 Horatio Alger Association 99 Canal Center Plaza Suite 320 Alexandria VA 22314 131669975 501(c)(3) 250000 0 Provide scholarships. 31 0 Hall Scholarships 36 180000 0 Cornhusker Scholarships 7 9500 0 A Ward Fund 9 6700 0 2017 Jamboree Volunteer Stipends 10 7000 0 Templeton Scholarship 1 500 0 Kekich Scholarships. 2 5000 0 Naples Scholarships. 2 4500 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 356456 0 84712 0 183545 0 221605 0 27609 0 873927 0 0 Bradley D Farmer Assistant Secretary 0 302766 0 31811 0 24765 0 215421 0 28111 0 602874 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 $270,000. Michael Surbaugh $89,081 restoration plan; Bradley Farmer $3,911 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 43 1529272 FMV on date of gift 0 0 1 0 Schedule M, Part I, Line 9 Contribution of 43 stocks during 2017. 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 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 846780 25877257 0 -2421 0 0.0414 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 1 1