ARRL FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ARRL FOUNDATION INC (EIN 23-7325472)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201411349349306756
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T15:25:12-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221478099 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GLASTONBURY BOULEVARD | AddressLine1 |
| City | GLASTONBURY | City |
| State | CT | State |
| ZIP Code | 06033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237325472 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARRL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARRL | NameControl |
| Phone | 8605940200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MAIN STREET | AddressLine1 |
| City | NEWINGTON | City |
| State | CT | State |
| ZIP Code | 06111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAUREN CLARKE | Name |
| Title | ASST SECRETARY | Title |
| Phone | 8605940200 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL BALLASY | Name |
| PTIN | P00852868 | PTIN |
| Phone | 8606333000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LAUREN CLARKE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MAIN STREET | AddressLine1 |
| City | NEWINGTON | City |
| State | CT | State |
| ZIP Code | 06111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1460429 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ARRL.ORG/THE-ARRL-FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | TO ADMINISTER PROGRAMS THAT SUPPORT THE AMERICAN AMATEUR RADIO COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 592231 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 302783 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 181492 | InvestmentIncomePriorYear |
| Investment Income Current Year | 197979 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 773723 | TotalRevenuePriorYear |
| Total Revenue Current Year | 500762 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 171105 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 168590 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 34108 | OtherExpensePriorYear |
| Other Expenses Current Year | 34789 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 205213 | TotalExpensesPriorYear |
| Total Expenses Current Year | 203379 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 568510 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 297383 | RevenuesLessExpensesCY |
| Total Assets BOY | 3722177 | TotalAssetsBOY |
| Total Assets EOY | 4092372 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3722177 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4092372 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PURPOSES FOR WHICH THE FOUNDATION IS FORMED ARE THE FOLLOWING: THE PROMOTION OF INTEREST IN AMATEUR RADIO COMMUNICATION AND EXPERIMENTATION; THE ESTABLISHMENT OF AMATEUR RADIO NETWORKS TO PROVIDE ELECTRONIC COMMUNICATIONS IN THE EVENT OF DISASTERS OR OTHER EMERGENCIES; THE FURTHERANCE OF PUBLIC WELFARE; THE ADVANCEMENT OF THE RADIO ART; THE FOSTERING AND PROMOTION OF NON-COMMERCIAL INTERCOMMUNICATION BY ELECTRONIC MEANS THROUGHOUT THE WORLD; THE FOSTERING OF EDUCATION IN THE FIELD OF ELECTRONIC COMMUNICATION; THE PROMOTION AND CONDUCT OF RESEARCH AND DEVELOPMENT TO FURTHER THE DEVELOPMENT OF ELECTRONIC COMMUNICATION; THE DISSEMINATION OF TECHNICAL, EDUCATIONAL AND SCIENTIFIC INFORMATION RELATING TO ELECTRONIC COMMUNICATION; AND THE PRINTING AND PUBLISHING OF DOCUMENTS, BOOKS, MAGAZINES, NEWSPAPERS AND PAMPHLETS NECESSARY OR INCIDENTAL TO ANY OF THE ABOVE PURPOSES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 168590 | Expense |
| Grants | 168590 | Grants |
| Description | THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO STUDY AND CONTRIBUTE TO THE DEVELOPMENT OF AMATEUR SATELLITE PROGRAMS AND OTHER INNOVATIVE PROGRAMS RELATED TO THE PURPOSES OF THE AMERICAN RADIO RELAY LEAGUE, INC. THE FOUNDATION PROVIDED SCHOLARSHIPS TO 79 STUDENTS AND GRANTS TO 9 AMATEUR RADIO ORGANIZATIONS DURING THE YEAR. | Description |
| Total Program Service Expense | 168590 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY SHELLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8605940200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MAIN STREET | AddressLine1 |
| City | NEWINGTON | City |
| State | CT | State |
| ZIP Code | 061110000 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|
| THOMAS FRENAYE | |||||||
| PRESIDENT AND DIRECTOR | 0.50 | X | X | 0 | 0 | 0 | |
| GEORGE R ISELY | |||||||
| VICE PRESIDENT | 0.50 | X | X | 0 | 0 | 0 | |
| BRUCE FRAHM | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DAVID WOOLWEAVER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| EUGENE H HASTINGS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| GREG WIDIN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JIM FENSTERMAKER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MARTIN GREEN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BRIAN MILESHOSKY | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MARY M HOBART | |||||||
| SECRETARY | 4.00 | X | 0 | 138035 | 12483 | ||
| RICK NISWANDER | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | ||
| LAUREN CLARKE | |||||||
| ASST SECRETARY | 1.00 | X | 0 | 64075 | 2674 | 37.50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 202110 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 15157 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 302783 | AllOtherContributions |
| Total Contributions | 302783 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 199984 | TotalRevenueColumn |
| Exclusion | $199,984 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 957662 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 959667 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2005 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2005 | TotalRevenueColumn |
| Exclusion | -$2,005 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 500762 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $197,979 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168590 | Total |
| Program Services | 168590 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24000 | Total |
| Management And General | 24000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9366 | Total |
| Management And General | 9366 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50 | Total |
| Management And General | 50 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82 | Total |
| Management And General | 82 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1291 | Total |
| Management And General | 1291 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203379 | Total |
| Program Services | 168590 | ProgramServices |
| Management And General | 34789 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136118 | BOY |
| EOY | 617223 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14279 | BOY |
| EOY | 13745 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3571780 | BOY |
| EOY | 3461404 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3722177 | BOY |
| EOY | 4092372 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138820 | BOY |
| EOY | 682194 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2021589 | BOY |
| EOY | 1728160 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1561768 | BOY |
| EOY | 1682018 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3722177 | BOY |
| EOY | 4092372 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3722177 | BOY |
| EOY | 4092372 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 297383 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 72812 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMERICAN RADIO RELAY LEAGUE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066000004 | EIN |
| Type Of Organization | 9 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1968904 | BeginningOfYearBalance |
| Contributions | 591436 | Contributions |
| Investment Earnings Or Losses | 125531 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 97286 | GrantsOrScholarships |
| End Of Year Balance | 2588585 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1865870 | BeginningOfYearBalance |
| Contributions | 40000 | Contributions |
| Investment Earnings Or Losses | 167548 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 104514 | GrantsOrScholarships |
| End Of Year Balance | 1968904 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1761177 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 216982 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 112289 | GrantsOrScholarships |
| End Of Year Balance | 1865870 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1372127 | BeginningOfYearBalance |
| Contributions | 261353 | Contributions |
| Investment Earnings Or Losses | 208864 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 81167 | GrantsOrScholarships |
| End Of Year Balance | 1761177 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1434558 | BeginningOfYearBalance |
| Contributions | 28629 | Contributions |
| Investment Earnings Or Losses | -31081 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -59979 | GrantsOrScholarships |
| End Of Year Balance | 1372127 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.17600 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.65000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17400 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 573574 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 72812 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 72812 | RevenueNotRptdF990 |
| Revenue Subtotal | 500762 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 500762 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 203379 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 203379 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 203379 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION IS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "IRC") AND IS EXEMPT FROM PRIVATE FOUNDATION STATUS UNDER IRC SECTION 509(A)(3) AND AS SUCH IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE FOUNDATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2013. THE FOUNDATION'S U.S. FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2010 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| SCHOLARSHIPS | 79 | 160315 |
| GRANTS | 9 | 8275 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ARRL FOUNDATION GENERALLY AWARDS INITIAL FUNDING TO ORGANIZATIONS FOR NEW AMATEUR RADIO RELATED PROJECTS. THE FUNDING AWARDS RANGE FROM $1,000 TO $4,000, WITH MOST AWARDS APPROXIMATELY $2,000. THE FOUNDATION RARELY AWARDS FOLLOW UP GRANTS. THE FOCUS OF THE GRANT PROGRAM IS TO SUPPORT AMATEUR RADIO ORGANIZATIONS WITH PROGRAMS TO EDUCATE, LICENSE AND SUPPORT AMATEUR RADIO ACTIVITIES WITH EMPHASIS ON YOUTH-BASED ACTIVITIES. THE REVIEW PROCESS FOR GRANT PROPOSALS TAKES 8 TO 10 WEEKS. PROPOSALS ARE SENT TO A FOUR-MEMBER GRANTS COMMITTEE THAT MAKES A RECOMMENDATION TO THE FULL FOUNDATION BOARD. A MAJORITY VOTE OF THE FULL BOARD IS REQUIRED FOR GRANT APPROVAL. THE GRANTS COMMITTEE MAY HAVE QUESTIONS OR SEEK CLARIFICATIONS FROM APPLICANTS. RESPONSES TO SUCH INQUIRIES ARE REQUIRED IN WRITING (VIA EMAIL) BEFORE THE REVIEW PROCESS IS FINALIZED AND THE PROPOSAL IS SUBMITTED FOR BOARD VOTE. GRANTEES ARE REQUIRED TO PROVIDE THE ARRL FOUNDATION WITH PROGRESS REPORTS AND FINAL REPORTS ON THE COMPLETION OF THE PROJECT, DETAILING THE RESULTS AND IMPACT OF THE PROJECT, AND A FINAL FINANCIAL REPORT. THE ARRL FOUNDATION AWARDS ANNUAL SCHOLARSHIPS TO QUALIFIED APPLICANTS. EACH SCHOLARSHIP HAS DISTINCT QUALIFICATION REQUIREMENTS AND IS PREFUNDED THROUGH DONATIONS AND EARNINGS ON THOSE DONATIONS. RECIPIENTS OF THE SCHOLARSHIPS ARE DETERMINED BY THE ARRL FOUNDATION SCHOLARSHIP COMMITTEE AFTER A RIGOROUS REVIEW OF APPLICATIONS AND SUPPORTING DOCUMENTS. MOST SCHOLARSHIPS HAVE ELIGIBILITY REQUIREMENTS SUCH AS AREA OF STUDY AND/OR REGIONAL CRITERIA, AS DICTATED BY THE DONOR IN THE TERMS OF REFERENCE WHEN THE SCHOLARSHIP WAS CREATED. SCHOLARSHIPS, WITH ONE EXCEPTION, ARE MERIT BASED AND THE MOST QUALIFIED RECIPIENT(S) IS SELECTED BASED ON THESE REQUIREMENTS. MEMBERS OF THE SCHOLARSHIP COMMITTEE ARE APPOINTED ANNUALLY BY THE ARRL FOUNDATION BOARD PRESIDENT. THE ARRL FOUNDATION AWARDS MORE THAN 80 SCHOLARSHIPS ANNUALLY. MONETARY AWARDS ARE PAID DIRECTLY TO THE EDUCATIONAL FACILITY THE RECIPIENT WILL ATTEND. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARY M HOBART | NamePerson |
| Title | SECRETARY | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 137212 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 823 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 5621 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 6862 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 150518 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED WITH THE ASSISTANCE OF THE INDEPENDENT ACCOUNTANTS AND, BEFORE FILING, IS RECONCILED TO THE ORGANIZATION'S BOOKS AND RECORDS AND REVIEWED AND APPROVED BY BOTH THE CONTROLLER AND CHIEF FINANCIAL OFFICER OF THE ORGANIZATION. ALSO, PRIOR TO FILING WITH THE IRS, AN ELECTRONIC COPY IS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | NO LESS FREQUENTLY THAN ONCE A YEAR, EACH BOARD MEMBER SHALL PROMPTLY SUBMIT A STATEMENT TO THE FOUNDATION PRESIDENT IDENTIFYING ALL BUSINESS AND OTHER AFFILIATIONS IN WHICH THE BOARD MEMBER HAS A FINANCIAL INTEREST, AS DEFINED. A BOARD MEMBER SHALL PROMPTLY DISCLOSE TO THE FOUNDATION PRESIDENT ANY SITUATION WHERE A FAMILY MEMBER (SPOUSE, CHILD, GRANDCHILD, NIECE OR NEPHEW) HAS APPLIED FOR AN ARRL FOUNDATION SCHOLARSHIP. IF THE BOARD MEMBER SERVES ON THE SCHOLARSHIP COMMITTEE, THE FOUNDATION PRESIDENT WILL ADVISE THE CHAIRMAN OF THE SCHOLARSHIP COMMITTEE AND THE BOARD MEMBER WILL RECUSE HIMSELF FROM THE SCHOLARSHIP SELECTION PROCESS FOR THAT YEAR. EXCEPT IN THE INSTANCE OF A CONTINUING AND PERVASIVE CONFLICT, NO ACTION SHALL BE TAKEN WHEN A BOARD MEMBER FULLY DISCLOSES TO THE BOARD HIS OR HER FINANCIAL INTEREST AND ABSTAINS FROM PARTICIPATION IN THE BOARD'S CONSIDERATION OF THE PROPOSED TRANSACTION, CONTRACT, OR ARRANGEMENT COULD REASONABLY BE CONSIDERED TO A "FINANCIAL BENEFIT" TO SUCH BOARD MEMBER, AS DEFINED, WHETHER OR NOT THE BOARD MEMBER BELIEVES A CONFLICT EXISTS. AFTER DISCLOSURE OF THE POTENTIAL CONFLICT OF INTEREST, THE FOUNDATION PRESIDENT AND DISINTERESTED MEMBERS OF THE ARRL FOUNDATION BOARD SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS OR CONTINUING AND PERVASIVE CONFLICT OF INTEREST EXISTS. NEITHER THE BOARD NOR ANY COMMITTEE OF THE BOARD SHALL VOTE UPON ANY PROPOSED MATTER, TRANSACTION, CONTRACT, OR ARRANGEMENT IN CONNECTION WITH WHICH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST HAS BEEN DISCLOSED BY A BOARD MEMBER UNTIL SUCH TIME AS THE FOUNDATION PRESIDENT HAS ADDRESSED THE ACTUAL OR POSSIBLE CONFLICT OF INTEREST. DECISIONS REGARDING CONFLICTS OF INTEREST WILL BE REVIEWED BY THE FOUNDATION PRESIDENT AND DISINTERESTED FOUNDATION DIRECTORS SHALL BE LIMITED TO THE MATERIALS SUBMITTED WHICH ARE PERTINENT TO THE PROPOSED CONFLICT OF INTEREST. A MAJORITY OF THE BOARD OF DIRECTORS IS REQUIRED TO REVERSE ANY DECISION. EACH BOARD MEMBER SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: HAS RECEIVED A COPY OF THE CURRENT CONFLICT OF INTEREST POLICY; HAS READ AND UNDERSTANDS THE POLICY; HAS AGREED TO COMPLY WITH THE POLICY; AND UNDERSTANDS THAT THE ARRL FOUNDATION IS A NON-PROFIT ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 15B: THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION THAT RECEIVE COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S BY LAWS, ARTICLES OF ASSOCIATION AND FINANCIAL STATEMENTS ARE ALL POSTED ON ARRL'S WEB SITE. THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE BY LAWS. |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMERICAN RADIO RELAY LEAGUE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 MAIN STREET | AddressLine1 |
| City | NEWINGTON | City |
| State | CT | State |
| ZIP Code | 06111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066000004 | EIN |
| Primary Activities | PROMOTION OF INTEREST IN AMATEUR RADIO AND NETWORKS | PrimaryActivities |
| Legal Domicile State | CT | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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