2012-10-19T14:20:24-04:00 2012-06-30 Byerley Payne & White CPA PA 114 WN First Street Seneca SC 29678 990 2011-07-01 753187397 Anabaptist Foundation ANAB 1245 Old Route 15 New Columbia PA 17856 Tim Stoltzfus 8006539817 2012-10-05 true Mark A Payne 8648821937 2012-10-19 2011 2016-02-24 21:20:13Z Richie Lauer 5111752 false X www.afweb.org X 2005 PA Anabaptist Foundation has been established to assist donors in channeling material resources within the Kingdom of Christ and to provide donors with financial counsel consistent with conservative Anabaptist beliefs and values 9 4 0 0 0 2673428 4305031 707786 723609 17356 25734 21051 20360 3419621 5074734 2314930 3393005 0 64031 69221 0 26638 617553 634999 2996514 4097225 423107 977509 17312679 21115815 13843352 16637329 3469327 4478486 Anabaptist Foundation has been established to assist donors in channeling material resources within the Kingdom of Christ and to provide donors with financial counsel consistent with conservative Anabaptist beliefs and values false false 3451824 3393005 Anabaptist Foundation makes grants and allocations to exempt organiztions including churches and other publicly supported organizations During FY 11-12 Anabaptist Foundation made grants to numerous exempt organizations totaling 3393005 515658 728493 Loan Program AF makes loans to Anabaptist individuals businesses and charitable organizations Loans include business real estate business operating and home mortgages As of its current year end AF had 145 outstanding loans in its loan portfol io totaling loan receivables of 17551848 These loans assist Anabaptists in maintaining their religious beliefs and cultural lifestyles 28592 Open Hands Program Support - The Open Hand Fund Program supports conservative Anabaptist mission work by providing a Christ-based curriculum financial teaching and saving groups Anabaptist Foundation covers various program expenses related to thi s program 3996074 true true false false true false false false true true false false false true true true false false true true true false false false false false true false false false false false true false false false false true false false false false true false false false false true 88 0 true 0 false false false false false false false false false false false false false X 9 4 false false false false false false false true true false false true true true true false false true true false PA MD VA KS X Tim Stoltzfus 8006539817 1245 Old Route 15 New Columbia PA 17856 X Amos Kauffman 1.00 X 0 0 0 David G Martin 1.00 X 0 1121 0 Dennis Martin 1.00 X 0 0 0 Dwayne Borkholder 1.00 X 0 0 0 John D Stoltzfus 1.00 X 0 0 0 Kenneth Burkholder 1.00 X 0 0 0 Merle Burkholder 1.00 X 0 0 0 Paul A Miller 1.00 X 0 0 0 Richard Shank 1.00 X 0 19515 0 Merle Herr 1.40 X 2532 33635 0 Richie Lauer 25.00 X 39511 10124 0 Tim Stoltzfus 6.90 X 10371 48549 0 Tim Thomas 8.50 X 17500 48300 0 69914 161244 0 0 false false false 4305031 315889 4305031 Loan program interest 900099 692606 692606 Loan origination fees 900099 14785 14785 Affiliated NPO rent 532000 13800 13800 Other loan fees 900099 2418 2418 723609 20218 20218 534 42000 518 36500 16 5500 5516 5516 Account fees 900099 1676 1676 Interest from offrdsps 900099 18684 18684 20360 5074734 743969 0 25734 3363005 3363005 30000 30000 69221 31925 25523 11773 298 298 14027 14027 43201 26630 13257 3314 9821 953 325 8543 19197 9592 8787 818 1265 633 625 7 7190 3595 2876 719 28799 20705 6630 1464 481162 481162 4330 2165 2165 Provision for loan losses 24174 24174 Filings and other fees 1535 1535 4097225 3996074 74513 26638 520072 411987 948792 2090118 4899 5768 82789 78556 336676 321677 14501858 16997302 720 134905 17704 121532 117201 371182 407212 424879 685274 17312679 21115815 16798 10591 13826554 16626738 13843352 16637329 X 2382548 3206649 470074 598113 616705 673724 3469327 4478486 17312679 21115815 X 977509 31650 X X false true false X false X 1123288 1290051 2660300 2673428 4305031 12052098 1123288 1290051 2660300 2673428 4305031 12052098 5523705 6528393 31067 25414 18290 16423 20218 111412 12163510 2446286 0.53670 0.68150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56 3755723 2931231 131948 2828341 true true 849479 166178 33260 67249 981668 763046 103609 30766 47718 224 849479 0.68610 0.31390 false false 30000 30000 95145 8920 86225 9760 8784 976 117201 Common stocks 218152 F Cash and money market funds 189060 F 407212 Interest receivable 45274 Future interest in real estate 390000 Donated real estate held for s 250000 685274 Deposit under investment mgmt 16526158 Life estate liability 100580 16626738 5074734 4097225 977509 31650 31650 1009159 5106384 31650 31650 5074734 5074734 4097225 4097225 4097225 Endowment funds intended uses Part V line 4 The purpose of Anabaptist Foundations endowment fund program is to provide operational support to designated exempt organizations At year end there were nine different endowment funds Beneficiaries included private Christian schools and other Christian based exempt organizations 02 Footnote for uncertain tax position under FIN 48 Part X Anabaptist Foundation is recognized as a tax-exempt organization under Section 501c 3 of the Internal Revenue Code Accordingly its income is not subject to federal or state income tax AF has adopted accounting principles related to accounting for uncertainty in income tax positions AFs policy is to record a liability for any tax position taken that is beneficial to AF including any related interest and penalties when it is more likely than not the position taken by management with respect to a transaction or class of transactions will be overturned by a taxing authority upon examination Penalties and interest related to underpayment of income taxes are not recorded as income taxes but as penalties and interest expense Management believes there are no such positions for either the current year or prior years and accordingly no liability has been accrued true Central America and the Caribb 1 1 Program services Financial education 28592 North American Not the United Grant making 30000 1 1 1 1 58592 58592 North American Not t Operating 30000 Check 1 false false false false false false Method of accounting for expenditures AF accounts for foreign expenses on the accural basis of accounting Monitoring procedures follow similar procedures as enumarated in Part IV of Schdule I true Agape Christian Fellowship 10154 Lower Trail Road Dundee OH 44624 800242976 501 c3 15000 Alms fund Allegany Boys Camp 20700 Wagner Cutoff Road SE Oldtown MD 21555 232703530 501 c3 84500 Operations Amish Innerlight Ministries PO Box 76 Charm OH 44617 341233154 501 c3 17500 Operations Amish Mennonite Aid 8916 Mission Home Road Free Union VA 22940 540803181 501 c3 137500 Operations Asia Harvest 353 Jonestown Road 320 Winston Salem NC 27104 201648411 501 c3 70000 Operations Beistand 4279 CT 168 Millersburg OH 44654 204046178 501 c3 10000 Operations Bourbon Christian School 1325 N Main Street Bourbon IN 46504 352025272 501 c3 10000 Operations Cattail Amish Church District 130 West Cat Tail Road Gordonville PA 17529 501 c3 6000 Alms fund Christian Aid Ministries PO Box 360 Berlin OH 44610 341344364 501 c3 280754 Operations Church of Cross Keys 2554 Siegrist Road Ronks PA 17572 800544192 501 c3 6800 Operations Clinic for Special Children 595 Bunker Hill Road Strasburg PA 17579 232555373 501 c3 96500 Operations Cold Spring Missions 522 Shrine Club Road Abbeville SC 29620 570673491 501 c3 5500 Operations Community Therapy Barn 1882 Mine Road Paradise PA 17562 275130392 501 c3 22496 Operating Day Seven Ministries 802 Olde Hickory Road Lancaster PA 17601 251616063 501 c3 18000 Operations Disability Relief Aid Foundatn 142 Meetinghouse Road Gap PA 17527 208188732 501 c3 90000 Operations Doughty View Amish Church 2019 TR 122 Millersburg OH 44654 800593362 501 c3 6000 Operating Ephrata Community Hospital 169 Martin Avenue Ephrata PA 17522 231370484 501 c3 40000 ER project Faith Mission Home 3540 Mission Home Lane Free Union VA 22940 590797087 501 c3 11000 Opertions Fair Play Camp School Inc 347 Wilderness Trail Westminster SC 29693 570705796 501 c3 21000 Operations Galilean Home Ministries 712 South Fork Road Liberty KY 42539 611080398 501 c3 15000 Operations Gifts of Love 256 Hummingbird Lane Bedford PA 15522 273408014 501 c3 9000 Operations Global Tribes Outreach PO Box 130 Washingtonville PA 17884 582352770 501 c3 61000 Operations Gospel Express Ministries PO Box 217 Lynn NC 28750 232306606 501 c3 7915 Operations Grace Press Inc 2175 Division Hwy Ephrata PA 17522 232546786 501 c3 23900 Operations Groffdale Amish Church Distric 440 Peach Road Ephrata PA 17522 201077398 501 c3 12000 Alms fund Groffdale Conference 382 Hahnstown Road Ephrata PA 17522 271480401 501 c3 70200 Opreations Hartville Consrv Mennonite Ch 2845 Greenbranch Road Uniontown OH 44685 341334989 501 c3 11000 Operations Harvest USA 3901B Main Street Suite 304 Philadelphia PA 19127 232684968 501 c3 33000 Operations Heritage Mennonite Bible Sch 113 Poag Road Macon MS 39341 581797050 501 c3 7000 Bld fund Heralds of Hope PO Box 3 Breezewood PA 15533 236434992 501 c3 13600 Opreations Home Messenger Literature Serv 1200 Mt Airy Road Stevens PA 17578 222540031 501 c3 14593 Operations Institute for Global Opportuni 198 West Lexington Road Lititz PA 17543 202313547 501 c3 25000 Operations Lantern Books 330A Fonderwhite Road Lebanon PA 17042 331211862 501 c3 12925 Operations Lebanon Valley Christian Sch 7821 Lancaster Avenue Myerstown PA 17067 232139075 501 c3 6000 Operations Lebanon Valley Mennonite Chrch 3 High Street Myerstown PA 17067 232189328 501 c3 9200 Operations Life-Streams PO Box 608 New Holland PA 17557 452159437 501 c3 7483 Operations Lighthouse Vocational Services 144 Orlan Road New Holland PA 17557 231973053 501 c 3 25000 Operations Maranatha Bible School 26724 541 Ave Box 123 Lansing MN 55950 501 c3 10000 Operations Maranatha Christian School 1485 Plotts Road Watsontown PA 17777 231885206 501 c3 51600 Operations Martindale Mennonite Church 168 Lauschtown Road Denver PA 17517 201893836 501 c3 73500 Operations Mennonite Central Committee 21 S 12th Street PO Box 500 Akron PA 17501 236002702 501 c3 10000 Operations Mexico Mennonite Aid PO Box 150 Nappanee IN 46550 352108944 501 c3 9000 Operations Mine Road Amish Mennonite Ch 5091 Woodland Drive Kinzers PA 17535 311279870 501c3 31000 Operations Mission Interests Committee 13200 CR 20 Middlebury IN 46540 486119343 501c3 76500 Operations Mount Zion Amish Mennonite Ch 280 Stuarts Draft Hwy Staunton VA 24401 501c3 8500 Operations Mt Zion Literature Ministry PO Box 37 Clarkrange TN 38553 621826550 501c3 16500 Operations Northern Youth Programs PO Box 171 International Falls MN 56649 411280851 501c3 138500 Operations Ohio Wilderness Boys Camp 44642 Zerger Quarry Road Summerfield OH 43788 260472588 501c3 23500 Operations Old Colony Mennonite Support PO Box 150 Nappanee IN 46550 352108944 501c3 57500 Operations Olive Branch Mennonite Mission 2486 Lebanon Road Manheim PA 17545 232593407 501c3 19500 Operations Olive Branch Ministries 8427 Knox School Road Minerva OH 44657 320306942 501c3 12500 Operations Peniel Christian Fellowship 8149 TWP Road 551 Shreve OH 44676 501c3 9500 Operations Philhaven PO Box 550 Mount Gretna PA 17064 231548822 501c3 20000 Operations Pioneer Valley Mennonite PO Box 157 Russell MA 01071 043559729 501c3 35000 Operations Pure Life Ministries 14 School Road Dry Ridge KY 41035 680095964 501c3 306500 Operations Red Rock Refuge 175 Manassa Road Blain PA 17006 264615480 501c3 25000 Operations Sandy Ridge Mennonite Church 6377 Fir Road Bremen IN 46506 073340110 501c3 23000 Operations SE Lower Millcreek Amish Ch Ds 227A North Hollander Road Gordonville PA 17529 273166985 501c3 9500 Operations Shalom Mennonite School 1410 Union Grove Road Terre Hill PA 17581 203194833 501c3 27000 Operations Shinning Light Childrens Home PO Box 164 Grandview TX 76050 141908310 501c3 20000 Operations South New Providence Amish Ch 85 Archery Road New Providence PA 17560 501c3 9000 Alms Fund Sunlight Gardens 145 Spring Garden Road Kinzers PA 17535 452078960 501c3 218000 Operations Sunrise Meadows 179 Meadow Valley Road Ephrata PA 17522 264238875 501c3 24000 Operations Support for Prison Ministries PO Box 134 Lititz PA 17543 222845401 501c3 6500 Operations Teen Challenge PO Box 98 Rehrersburg PA 19550 231695361 501c3 10000 Operations Voice of the Martyrs PO Box 443 Bartlesville OK 74005 731395057 501c3 55557 Operations Weaverland Mennonite Homes 140 Chapel View Drive Reinholds PA 17569 061781309 501c3 100000 Operations Weavertown Ministries 146 Hess Road Leola PA 17540 232267675 501c3 10000 Operations Wisler Mennonite Church 66857 CR 7 Wakarusa IN 46573 356569690 501c3 7655 Alms fund Word of Life Mennonite Felwshp 2046 West Main Street Ephrata PA 17522 270060192 501c3 20000 Operations Calvary Mennonite Fellowship 2352 Valley View Road Narvon PA 17555 501c3 14000 Alms fund Cedar Fork Mennonite Church 1362 Fountaintown Road Beulaville NC 28518 501c3 25000 Alms fund Hartwell Mennonite Center 7030 Festival Trail Road Springfield SC 29146 581797050 501c3 11000 Opertions HOPE International 227 Granite Run Dr Suite 250 Lancaster PA 17601 232836648 501c3 131464 Operations Island Creek Mennonite Church 358 Donald Lane Hillsville VA 24343 020627139 501c3 7500 Operations Pequea Amish Mennonite Church 724 Bulltown Road Elverson PA 19520 232286423 501c3 10000 Alms fund Roselawn Mennonite Church 1059 2B Road Bremen IN 46506 351623488 501c3 5500 Deacon fund Siloam Ministries 4646 Bowman Hwy Hartwell GA 30643 113724497 501c3 89000 Operations Stauffer Mennonite Church 1312 Cresswell Road Indiana PA 15701 510661967 501c3 7000 Alms fund Bald Eagle Wilderness Boys Cmp 1077 Wilderness Trail Mill Hall PA 17751 232703530 501c3 5505 Operations Muddy Creek Farm Library 296 Wheat Road Ridge Road Ephrata PA 17522 222540031 501c3 12393 Operations Pequea Christian School 3618 Rose Avenue Gordonville PA 17529 232970847 501c3 30755 Operations Terre Hill Mennonite High Sch 1416 Union Grove Road Terre Hill PA 17581 232325567 501c3 17977 Operations 83 Monitoring procedures (Part I, line 2) When a disbursement request is considered, management confirns the eligibility status of the recipient organization by either confirming it is a church or receiving from the prospective recipient organization a copy of their IRS determination letter. Recipient organizations are required to provide, on request, copies of their audited financial statements. Also, management reviews public relations materials and websites of recipient organizations to confirm that their activities are in line with the organizations' stated purposes. Churches are exempt from the requirement to provide, on request, audited financial statements. Timothy R Stoltzfus Home mortgage X 90000 78556 false true true Limestone Acres Business X 350000 321677 false true true 400233 X 1 518 Fair value X 1 250000 Fair value X Farm equipment 1 36500 Fair value X Commodities pigs 3 28871 Fair value false false true Schedule M Column B Disclosure The numbers listed in column b represent the number of contributions during the year Schedule M Part I Line 32b Anabaptist Foundation uses the services of various third parties to assit in selling donated noncash assets Third parties include a securites broker for liquidation of publicly traded securites and real estate agents that assist in finding buyers for donated real estate 01. Form 990 governing body review (Part VI, line 11) AFs CFO CEO Executive Officer and Operationss Officer review Form 990 for accuracy prior to its filing with the IRS 02. Conflict of interest policy compliance (Part VI, line 12c) Anabaptist Foundations governing board adopted a conflict of interest policy in June 2005 The policy covers all governing board members principal officers and members of any committees with governing board delegated powers It also covers interests in related business entities and family members of the aforemention individuals The following are pertinent provision of Foundations policy 1 Duty to disclose - In connection with any actual or possible conflict of interest a covered person must disclose the existence of the financial interest and be given opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement 2 Conflict of interest determination - After disclosure of the financial interest and all material facts and after any discussion with the covered person heshe shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon The remaining board or committee members shall decide if a conflict of interest exists 3 Addressing conflict of interests - A covered person may make a presentation at the governing board or committee meeting but heshe shall leave the meeting during the discussion of and vote on the transaction or arrangement involving a possible conflict of interest The chairperson of the governing board or committee shall if appropriate appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement After exercising due diligence the governing board or committee shall determine whether the organization can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest If such a more advantageous transaction or arrangement is not reasonably possible under the circumstances not producing a conflict of interest the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in Foundations best interest for its own benefit and whether it is fair and reasonable In comformity with the above determination it shall make its decision as to whether to enter into the transaction or arrangement 4 Conflict of interest policy violations - If the governing board or committee has reasonable cause to believe a covered person has failed to disclose actual or possible conflicts of interest it shall inform the member of the basis for such belief and afford the covered person an opportunity to explain the alleged failure to disclose If after hearing the covered persons response and after making further investigation as warranted by the circumstances the governing board or committee determines the covered person has failed to disclose an actual or possible conflict of interest it shall take appropriate disciplinary and corrective action 5 Record of Proceedings - The minutes of the governing board and all committees with board delegated powers shall contain the names of the persons who disclosed or otherwise were found to have a financial interest in connection with or possible conflict of interest the nature of the financial interest any action taken to determine whether a conflict of interest was present and the governing boards or committees decision as to whether a conflict of interest in fact existed The minutes must also contain the names of the persons who were present for discussions relating to the transaction or arrangement the content of the discussions including any alternatives to the proposed transaction or arrangement and a record of any votes taken in connection with the proceedings 6 Compensation - A voting member of the governing board who receives compensation directly or indirectly from Anabaptist Foundation for services is precluded from voting on matters pertaining to that members compensation 7 Statements - Each director principal officer and member of a committee with governing board delegated powers shall sign a statement that affirms such person has received a copy of the conflicts of interest policy has read and understood the policy has agreed to comply with the policy and understands that Anabaptist Foundation is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes 8 Periodic Reviews - To ensure that Anabaptist Foundation operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status periodic reviews shall be conducted The periodic reviews shall at a minimum include the following subjects whether compensation arrangements and benefits are reasonable based on competent survey information and the result of arms length bargaini 03. CEO, executive director, top management comp (Part VI, line 15a) The compensation of the Executive Director is reviewed annually by the governing board Comparative and other data is used to determine the proposed level of compensation The governing board approves the compensation arrangements which are documented in the board minutes 04. Other officer or key employee compensation (Part VI, line 15b Compensation is deremined for Foundations Operations Officer and other Executive Officer following the same procedure as described for Foundations Executive Director 05. Governing documents, etc, available to public (Part VI, line 19) Anabaptist Foundation makes its annual audited financial statements and other governing documents such as its conflict of interest policy by laws and articles of incorporation available upon request These documents may also be inspected at Foundations business office located in New Columbia PA during normal business hours 06. Audited by an independent accountant (Part XII, line 2b) The governing board oversees the selection of the independent accountant and the review of the audited financial statements 07. Explanation of other changes in net assets or fund balances (Part XI, line 5) Anabaptist Foundation had 31650 of unrealized gains recorded for FY 11-12 08. Average hours per week devoted to related organizations (Part VII, Col B) Anabaptist Foundations directors and officers worked for related entities as follows Mere Herr - 179 Tim Thomas - 242 Tim Stoltzfus - 315 Richie Lauer - 64 David G Martin - 5 Richard Shank - 89 Anabaptist Financial 1245 Old Route 15 New Columbia PA 17856 320158554 Anabaptist community loan prg PA 501 c3 9 NA false Anabaptist Financial Solutions 1245 Old Route 15 New Columbia PA 17856 770688163 Business advising and seminars PA NA C Corp 0.0000 false false false false false false false false true false true true true false true true false false