NORTH AMERICAN FOUNDATION FOR THE UNIVERSITY OF MANCHESTER INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
NORTH AMERICAN FOUNDATION FOR THE UNIVERSITY OF MANCHESTER INC (EIN 31-1598015)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-07-31
IRS object ID
201332129349301003
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

FieldValueIRS element (for citing)
Timestamp2013-07-31T14:23:10-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW R OLDEN PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line139 MAIN ST STE 301AddressLine1
CityAYERCity
StateMAState
ZIP Code014321378ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN311598015EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NORTH AMERICAN FOUNDATION FOR THEBusinessNameLine1
Business Name Line2UNIVERSITY OF MANCHESTERBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlNORTNameControl
Phone9787727635Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 MULBERRY LANEAddressLine1
CityAYERCity
StateMAState
ZIP Code01432ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGEORGE P RIGGName
TitleTREASURERTitle
Phone9787727635Phone
Date Signed2013-07-31DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameANDREW OLDENName
Phone9783914655Phone
Date Prepared2013-07-31DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGEORGE P RIGGNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line111833 S MONTEZUMA COURTAddressLine1
CityPHOENIXCity
StateAZState
ZIP Code85044ZIPCode
FieldValueIRS element (for citing)
Gross Receipts837007GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.MANCHESTER.AC.UK/ALUMNI/DONORPROGRWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2003YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionSUPPORT US STUDENTS ATTENDING THE UNIVERSITY OF MANCHESTER FOR GRADUATE EDUCATIONActivityOrMissionDescription
Nbr Voting Members Governing Body15NbrVotingMembersGoverningBody
Nbr Independent Voting Members15NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year1276414ContributionsGrantsPriorYear
Contributions Grants Current Year737270ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year8861InvestmentIncomePriorYear
Investment Income Current Year15737InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1285275TotalRevenuePriorYear
Total Revenue Current Year753007TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1533638GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY595531GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year12394TotalFundrsngExpCurrentYear
Other Expense Prior Year54697OtherExpensePriorYear
Other Expenses Current Year49719OtherExpensesCurrentYear
Total Expenses Prior Year1588335TotalExpensesPriorYear
Total Expenses Current Year645250TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-303060RevenuesLessExpensesPriorYear
Revenues Less Expenses CY107757RevenuesLessExpensesCY
Total Assets BOY744684TotalAssetsBOY
Total Assets EOY973721TotalAssetsEOY
Total Liabilities BOY508367TotalLiabilitiesBOY
Total Liabilities EOY621391TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY236317NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY352330NetAssetsOrFundBalancesEOY
Mission DescriptionSUPPORT US STUDENTS ATTENDING THE UNIVERSITY OF MANCHESTER FOR GRADUATE EDUCATIONMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense605849Expense
Grants595531Grants
DescriptionSUPPORT FOR US STUDENTS ATTENDING THE UNIVERSITY OF MANCHESTER FOR GRADUATE EDUCATION AND OTHER SUPPORT FOR THE UNIVERSITY.Description
Total Program Service Expense605849TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members15NbrVotingGoverningBodyMembers
Number Independent Voting Members15NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledDCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonMAUREEN KILCOMMINSNamePerson
Telephone Number9787292097TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 293AddressLine1
CityLITTLETONCity
StateMAState
ZIP Code01460ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
TONY THORNLEY
PRESIDENT3.00XX000
GEORGE P RIGG
TREASURER3.00XX000
PROFESSOR STUART LINDSAY
DIRECTOR3.00X000
CHRIS COX
DIRECTOR3.00X000
DR HARIN DE SILVA
DIRECTOR3.00X000
DR JOHN V EVANS
DIRECTOR3.00X000
DR STEPHEN FITZPATRICK
DIRECTOR3.00X000
GIAN M FULGONI
DIRECTOR3.00X000
DR WALTER GRATTIDGE
DIRECTOR3.00X000
PROF NANCY ROTHWELL
DIRECTOR3.00X000
TIM SEAR
DIRECTOR3.00X000
JUDITH SEAR
DIRECTOR3.00X000
DR ROBIN C WALKER
DIRECTOR3.00X000
NICHOLAS DUNPHY
DIRECTOR3.00X000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions737270AllOtherContributions
Total Contributions737270TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column9119TotalRevenueColumn
Exclusion$9,119ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities89808Securities
Other810Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities84000Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities5808Securities
Other810Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column6618TotalRevenueColumn
Related Or Exempt Function Income5808RelatedOrExemptFunctionIncome
Exclusion$810ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column753007TotalRevenueColumn
Related Or Exempt Function Income5808RelatedOrExemptFunctionIncome
Exclusion$9,929ExclusionAmount

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total595531Total
Program Services595531ProgramServices

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total17197Total
Program Services10318ProgramServices
Management And General6879ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total9000Total
Management And General9000ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total18664Total
Management And General6270ManagementAndGeneral
Fundraising12394Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total1825Total
Management And General1825ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
BANK CHARGES13591359
FILING FEES904904
TELEPHONE770770

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total645250Total
Program Services605849ProgramServices
Management And General27007ManagementAndGeneral
Fundraising12394Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY383441BOY
EOY575289EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY147350BOY
EOY166030EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY213893BOY
EOY232402EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY744684BOY
EOY973721EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY508367BOY
EOY621391EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY508367BOY
EOY621391EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY88967BOY
EOY186300EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY147350BOY
EOY166030EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY236317BOY
EOY352330EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY744684BOY
EOY973721EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses107757ReconcilationRevenueExpenses
Reconciliation Unrealized Invest8256ReconciliationUnrealizedInvest
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years426709CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years636815CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years399280CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1276414CurrentTaxYearMinus1Year
Current Tax Year737270CurrentTaxYear
Total3476488Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years426709CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years636815CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years399280CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1276414CurrentTaxYearMinus1Year
Current Tax Year737270CurrentTaxYear
Total3476488Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1581540AmountsSubstContributorsTotal
Public Support Total1701894948PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years17765CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7177CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6573CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8258CurrentTaxYearMinus1Year
Current Tax Year9929CurrentTaxYear
Total49702Total
FieldValueIRS element (for citing)
Total Support3526190TotalSupport
Public Support Pertcentage1700.53740PublicSupportPertcentage170
Public Support Pertcent Prior Year0.50760PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Tot Revenue Etc Audited Fincl Stmt761263TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments8256NetUnrealizedGainsInvestments
Revenue Not Rptd F9908256RevenueNotRptdF990
Revenue Subtotal753007RevenueSubtotal
Total Revenue Per Form990753007TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt645250TotExpensesEtcAuditedFinclStmt
Expenses Subtotal645250ExpensesSubtotal
Total Expenses Per Form990645250TotalExpensesPerForm990

Schedule F IRS990ScheduleF

Grants To Orgs Outside US GrantsToOrgsOutsideUS

FieldValueIRS element (for citing)
Purpose Of GrantEDUCATIONPurposeOfGrant
Amount Of Cash Grant595531AmountOfCashGrant
Manner Of Cash DisbursementCHECKMannerOfCashDisbursement
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
RELATED PARTY INFORMATION AMONG OFFICERSFORM 990, PAGE 6, PART VI, LINE 2TIM SEAR JUDITH SEAR DIRECTOR DIRECTOR MARRIED
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BTREASURER AND ADMINISTRATOR REVIEW FORM 990 IN DETAIL AND BOARD OF DIRECTORS REVIEWS FORM 990 FROM AN OVERVIEW PERSPECTIVE.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PAGE 6, PART VI, LINE 12CANNUAL DISCLOSURES ARE SOUGHT AND REVIEWED BY TREASURER, AND RELEVENT BOARD MEMBERS FOR COMPLETION EACH YEAR.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19DOCUMENTS PROVIDED UPON REQUEST.

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