2013-08-13T15:21:13-05:00 2012-09-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2011-10-01 136189382 The American Occupational Therapy Foundation Inc AMER 3016522682 4720 Montgomery Lane PO Box 31220 Bethesda MD 208241220 Diana L Ramsay 3016522682 2013-08-13 1 Nicole M Simon CPA P01315245 7038930300 2013-08-12 2011 2016-02-24 21:20:13Z Diana L Ramsay 4720 Montgomery Lane PO Box 31220 Bethesda MD 208241220 9333954 0 X http://www.aotf.org/ X 1965 DE AOTF advances research, education and public awareness for occupational therapy. 11 11 8 70 0 0 2623941 712932 194430 227554 8457700 235318 39087 37510 11315158 1213314 51500 36916 0 0 498031 608674 8000 23101 245135 565459 696480 1122990 1365171 10192168 -151857 20273894 23080852 137609 83105 20136285 22997747 AOTF advances research, education and public awareness for occupational therapy so that all people may participate fully in life regardless of their physical, social, mental or developmental circumstances. 0 0 416525 2500 114282 Research Programs - The Foundation awards grants to promote occupational therapy through studies and surveys. 215066 34416 123652 Educational & Scholarship Programs - To increase knowledge and understanding of the profession through books, journals, and brochures. Scholarships and fellowships are given to encourage intellectual growth. 631591 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD NY X The Foundation 3016522682 4720 Montgomery Lane PO Box 31220 Bethesda MD 20824 Diana L Ramsay 1.00 X X 0 0 0 Wendy Coster 1.00 X X 0 0 0 Mary Foto 1.00 X X 0 0 0 Adam Drobot 1.00 X X 0 0 0 Patricia Booth 1.00 X 0 0 0 Aaron Eakman 1.00 X 0 0 0 Martha Kirkland 1.00 X 0 0 0 Kinsuk Maitra 1.00 X 0 0 0 Mark Sullivan 1.00 X 0 0 0 Alfred Chiplin 1.00 X 0 0 0 Sharon Ryan 1.00 X 0 0 0 Susan Fitzpatrick 1.00 X 0 0 0 Kim Schoessow 1.00 X 0 0 0 Charles H Christiansen 35.00 X 154408 0 21757 154408 0 21757 1 0 1 0 0 36998 36153 639781 712932 Membership dues 900099 85319 85319 Library services 900099 60710 60710 Workshop/conferences 900099 44522 44522 Subcriptions 900099 37003 37003 227554 579349 579349 16047 16047 7759288 8103319 -344031 -344031 -344031 13010 36998 13010 0 15394 4311 11083 11083 Other income 900099 10380 10380 10380 1213314 237934 0 262448 36916 36916 164568 70370 49803 44395 351175 151216 105251 94708 20434 15097 1557 3780 37098 9046 16595 11457 35399 16215 9274 9910 5584 574 5010 58291 58291 23101 23101 72540 72540 287891 189565 54790 43536 11875 3067 8120 688 40251 5291 28522 6438 8666 799 7741 126 39023 39023 47124 33293 11091 2740 17270 15869 161 1240 9189 9189 7976 7976 Publications 38620 38620 Miscellaneous 30228 27735 1597 896 Research contracts 7000 7000 Honorarium 6750 6750 8202 4168 1914 2120 1365171 631591 488445 245135 434220 915513 48038 63365 2443 589 703 3948 145120 124920 29389 20200 17826646 19930472 1932455 2146765 20273894 23080852 128161 81613 7695 0 1753 1492 137609 83105 X 13642265 15997290 720925 294788 5773095 6705669 20136285 22997747 20273894 23080852 X -151857 3013319 X X 0 1 1 X 0 X 698724 1303909 1540231 411846 712932 4667642 698724 1303909 1540231 411846 712932 4667642 1786313 2881329 62503 43143 80864 591208 595396 1373114 9671 9559 27183 10380 56793 6097549 777394 0.47250 0.44450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3232159 1081158 -178807 20916 105196 4008398 3307770 264083 -181247 62400 96047 3232159 1279603 2204811 -106296 14900 55448 3307770 1470151 17250 -154781 38117 14900 1279603 0.10480 0.86390 0.03130 0 0 858 858 0 144262 124062 20200 20200 Cash surrender value of life insurance 6679 Charitable remainder trust 2062417 Interest receivable 34415 Due from AOTA 43254 2146765 Liability for future interest in pooled income fund 1492 1492 1213314 1365171 -151857 3047727 -34408 3013319 2861462 4278362 3047727 17321 3065048 1213314 0 1213314 1382492 17321 17321 1365171 0 1365171 Description of Intended Use of Endowment Funds: Part V, Line 4: The Foundation's endowments are restricted for the purposes of awarding scholarships and other general purposes. Description of Uncertain Tax Positions Under FIN 48: Part X: The Foundation had no significant uncertain tax positions for the year ended September 30, 2012. Part XI, Line 8 - Other Adjustments: Return of contributions to donors -34,408. Part XII, Line 2d - Other Adjustments: Cost of goods sold 4,311. Direct benefit to donors 13,010. Part XIII, Line 2d - Other Adjustments: Cost of Goods Sold 4,311. Direct benefit to donors 13,010. X X X X X X 1 Lautman and Maska 1730 Rhode Island Ave 310 Washington DC 20036 Direct mail 0 0 16060 -16060 16060 -16060 AL AK AZ CA CO CT KY ME MD MA MI NH NM NY NC ND OR PA SC TN Gala and auction 50008 36998 13010 13010 50008 36998 13010 13010 13010 0 1 Scholarships 28 34416 Fellowships 2 2500 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Upon completion of the dissertation, grant recipients must provide a personal statement, which is required to include what the recipient is going to do next. A copy of the completed dissertation must be submitted to the Wilma L. West Library. X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 Charles H Christiansen 140296 0 0 0 14112 0 15067 0 6690 0 176165 0 0 0 Form 990, Part VI, Section B, line 11 The Foundation distributes electronically the completed 990, and then after having given the Board time to review, there is a conference call meeting where questions are asked and addressed. Form 990, Part VI, Section B, line 12c The Foundation's Board and key employees sign documents on an annual basis verifying no conflicts of interest. Should any conflict arise, the Board will take action, as deemed appropriate in the circumstances. 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. Form 990, Part VI, Section C, line 19 That Foundation's governing documents, conflict of interest policy, and financial statements are available to public upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 3,047,727. Return of contributions to donors -34,408. Total to Form 990, Part XI, Line 5: 3,013,319. Form 990, Part XII, Line 2c: The Foundation has a designated committee that assumes responsibility for oversight of the audit, including selection of the independent accountant. This process is consistent with prior years.