2012-03-21T10:05:05-04:00 2011-06-30 Byerley Payne & White CPA PA 114 WN First Street Seneca SC 29678 990 2010-07-01 753187397 Anabaptist Foundation ANAB 1245 Old Route 15 New Columbia PA 17856 Tim Stoltzfus 8006539817 2012-03-03 false Mark A Payne 8648821937 2012-03-21 2010 2016-02-24 21:20:13Z Richie Lauer 3459609 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 3 0 0 0 2660300 2673428 537821 707786 18646 17356 1340 21051 3218107 3419621 992623 2314930 0 40925 64031 0 20960 482115 617553 1515663 2996514 1702444 423107 15309026 17312679 12289649 13843352 3019377 3469327 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 2365027 2314930 Anabaptist Foundation makes grants and allocations to exempt organiztions including churches and other publicly supported organizations During FY 10-11 Anabaptist Foundation made grants to approximately 130 exempt organizations totaling 231493 0 534002 713378 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 122 outstanding loans in its loan portfol io totaling loan receivables of 15050881 These loans assist Anabaptists in maintaining their religious beliefs and cultural lifestyles 15537 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 2914566 true true false false true false false false true true true false true true true true false false true true true false false false false false true false false false false false true false false false false false false false false false true false false false false true 74 0 true 0 false false false false false false false false false false false false false X 9 3 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 Amos Kauffman 1.00 X 0 0 0 David G Martin 1.00 X 0 0 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 Marvin Weaver 1.00 X 0 0 0 Merle Burkholder 1.00 X 0 0 0 Richard Shank 7.00 X 0 18704 0 Merle Herr 10.00 X 2240 29760 0 Richie Lauer 25.00 X 37814 6511 0 Tim Stoltzfus 15.00 X 8478 48042 0 Tim Thomas 7.00 X 15500 37200 0 64032 140217 0 0 false false false 2673428 17556 2673428 Loan program interest 900099 672816 672816 Loan origination fees 900099 21170 21170 Affiliated NPO rent 532000 13800 13800 707786 16423 16423 26668 14253 25735 14253 933 933 933 Account fees 900099 1659 1659 Interest from offrdsps 900099 19392 19392 21051 3419621 728837 0 17356 2304930 2304930 10000 10000 64031 30214 23292 10525 14282 14282 29970 19485 8388 2097 6810 111 6699 8237 3746 4070 421 8048 4024 3565 459 5581 2870 2169 542 14906 13054 1852 469142 469142 4331 2165 1949 217 Provision for loan losses 51242 51242 Filings and other fees 3617 2307 1310 1387 1387 2996514 2914566 60988 20960 340997 520072 873883 948792 7562 4899 72684 82789 309272 336676 12784780 14501858 134905 13373 125862 121532 360261 371182 433725 424879 15309026 17312679 56366 16798 12233283 13826554 12289649 13843352 X 2019959 2382548 262906 470074 736512 616705 3019377 3469327 15309026 17312679 X 423107 26843 X X false true false X false X 2099987 1123288 1290051 2660300 2673428 9847054 2099987 1123288 1290051 2660300 2673428 9847054 3051649 6795405 32341 31067 25414 18290 16423 123535 9970589 1850517 0.68150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47 1 2536384 2098592 3000 2153667 131948 true true 763046 103609 30766 47718 224 849479 488960 295870 23900 45684 763046 0.72600 0.27400 false false 30000 30000 95145 6541 88604 9760 6832 2928 121532 Common stocks 186502 F Cash and money market funds 184680 F 371182 Interest receivable 34879 Future interest in real estate 390000 424879 Deposit under investment mgmt 13670831 Life estate liability 155723 13826554 3419621 2996514 423107 4794 4794 427901 3424415 4794 4794 3419621 3419621 2996514 2996514 2996514 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 eight 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 Program services Financial education 15537 North American Not the United Grant making 10000 1 1 25537 25537 North American Not t Operating 10000 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 Allegeny Boys Camp 20700 Wagner Cutoff Road Oldtown MD 21555 232703530 501 c3 19000 Operations American Red Cross Lancaster 430 W Orange Street Lancaster PA 17603 231352020 501 c3 10000 Operations Ashland Bible School 125 Sleepy Hollow Road Lititz PA 17543 251723419 501 c3 15000 Operations Asia Harvest 353 Jonestown Road Winston Salem NC 27104 201648411 501 c3 93000 OperProject Bald Eagle Wilderness Boys Cmp 1077 Wilderness Trail Mill Hall PA 17751 232703530 501 c3 75370 Operations Beard of Life Ministries 920 Center Church Road East Earl PA 17519 752957263 501 c3 15000 Orphanage Camp Andrews 1226 Silver Spring Road Holtwood PA 17532 222513049 501 c3 15000 Operations CARE 5202-C Old Philadelphia Pike Kinzers PA 17535 264770895 501 c3 25000 Operating Cat Tail Amish Church District 130 W Cat Tail Road Gordonville PA 17529 501 c3 11000 OperAlms Fd Christian Aid Ministries PO Box 360 Berlin OH 44610 341344364 501 c3 272955 OperPrgms Clinic for Special Children 595 Bunker Hill Road Strasburg PA 17579 232555373 501 c3 95000 Operating Day Seven Ministries 802 Olde Hickory Road Lancaster PA 17601 251616063 501 c3 15000 Operating Doctors Wihout Borders PO Box 5030 Hagerstown MD 21741 133433452 501 c3 12000 Operating Faith Builders Educational Prg 28500 Guys Mills Road Guys Mills PA 16327 251685931 501 c3 17750 OperBld Fnd Fairmont Homes 333 Wheat Ridge Drive Ephrata PA 17522 231680874 501 c3 33000 Sharing Fnd Galilean Home Ministries 712 Fork Road Liberty KY 42539 611080398 501 c3 23500 Operating Global Tribes Outreach PO Box 130 Washingtonville PA 17884 582352770 501 c3 40000 Projects Groffdale Amish Church Dist 440 Peach Road Ephrata PA 17522 201077398 501 c3 12000 Alms Fund Groffdale Conference 382 Hahnstown Road Ephrata PA 17522 271480401 501 c3 120000 OperProject Hartville Conservative Menn Ch 9720 Summerset Ave NW Uniontown OH 44685 341334989 501 c3 10000 Operating Harvest USA 3901B Main Street Suite 304 Philadelphia PA 19127 232684968 501 c3 20000 Operating Haven of Rest Ministries 176 Bootjack Road Narvon PA 17555 030468144 501 c3 10500 Operating Heralds of Hope PO Box 3 Breezewood PA 15533 236434992 501 c3 10000 OperPrgm Home Messenger Literature Serv 1200 Mount Airy Road Stevens PA 17578 222540031 501 c3 10308 Operating Institute for Global Opportuni 198 West Lexington Road Lititz PA 17543 202313547 501 c3 45000 OperPrgm Irish Valley Amish Church Dist 1610 Irish Valley Road Paxinos PA 17860 501 c3 7750 Alms Fund Lamp & Light Publishers 26 Road 5577 Farmington NM 87401 237441339 501 c3 6000 Operating Lebanon County Amish Church Ds 160 Salem Road Bethel PA 19507 501 c3 15500 Alms Fund Lebanon Valley Christian Schoo 7821 Lancaster Avenue Myerstown PA 17067 232139075 501 c3 10000 Operating Lebanon Valley Mennonite Churc 3 High Street Myerstown PA 17067 232189328 501 c3 16400 Operating LIFE Ministries 250 Meadow Lane Conestoga PA 17516 232488042 501 c3 23000 Operating Light of Hope Ministries PO Box 567 Ephrata PA 17522 208597936 501 c3 20000 Operating Loving Touch Ministries 1 Red Tail Court Royersford PA 19468 232757790 501 c3 10000 Operating Lower West Millcreek Amish Chu 930 Musser School Road Gordonville PA 17529 501 c3 10000 Alms Fund Meadville Mennonite Chapel 703 Pine Street Meadville PA 16335 208016131 501 c3 15000 OperAlms Mennonite Air Missions 140 Rothsville Station Road Lititz PA 17543 363913502 501 c3 8500 Vehicle Mennonite Central Committee 21 S 12th Street Akron PA 17501 236002702 501 c 3 20800 Canning Prj Mennonite Disaster Services 584 Gibbons Road Bird In Hand PA 17505 232713127 501 c3 12000 Operating Mennonite Messianic Missions 1364 Garber Road Elizabethtown PA 17022 231677140 501 c3 25000 Operating Mexico Mennonite Aid PO Box 150 Nappanee IN 46550 352108944 501 c3 15000 Operating Mission Development Fund 1245 Old Route 15 New Columbia PA 17856 251671908 501 c3 20000 Operating Mission Interest Committee 1111 Maplewood Road Harrison AR 72601 486119343 501 c3 27000 OperPrg Northern Youth Programs PO Box 171 International Falls MN 56649 411280851 501c3 15000 Operating Ohio Wilderness Boys Camp 44642 Zerger Quarry Road Summerfield OH 43788 260472588 501c3 40000 OperPrj Olive Branch Mennonite Mission 2486 Lebanon Road Manheim PA 17545 232593407 501c3 20000 Operating Osceola Christian Fellowship PO Box 164 Grandview TX 76050 141908310 501c3 10000 SLCH Program Paradise Mennonite Church 15640 Oak Road Waynesboro PA 17268 521076598 501c3 20000 Asst Fund Pioneer Valley Mennonite Fello PO Box 157 Russell MA 01071 043559729 501c3 35000 Programs Pure Life Ministries 14 School Road Dry Ridge KY 41035 680095964 501c3 289000 Operating Sandy Ridge Mennonite Church 3085 7th Road Bremen IN 46506 501c3 9000 Operating Shalom Mennonite School 1410 Union Grove Road Terre Hill PA 17581 203194833 501c3 14000 Operating Son Light Missions 1391 Davis Road Brooksville MS 39739 237099150 501c3 10000 Programs South New Providence 85 Archery Road New Providence PA 17560 501c3 8000 Alms Fund Stauffer Mennonite Church 401 Peach Road Port Trevorton PA 17864 260524443 501c3 10000 Alms Fund Stauffer Menn Churc Port Trev 6013 Produce Road Port Trevorton PA 17864 800437158 501c3 10000 Alms Fund Sunrise Meadows 210 Snyder Road Ephrata PA 17522 234238875 501c3 20000 Operating Teen Challenge PO Box 98 Rehrersburg PA 19550 231695361 501c3 10000 Operating Voice of the Martyrs PO Box 443 Bartlesville OK 74005 731395057 501c3 57500 OperPrgms Weaverland Mennonite Homes 140 Chapel View Drive Reinholds PA 17569 061781309 501c3 49845 Operating Weaverland Mennonite School 73 Orchard Road Bird In Hand PA 17505 232267675 11250 Building Fnd Wisler Mennonite Church 66857 CR 7 Wakarusa IN 46573 356569690 501c3 8579 Alms Fund World Challenge PO Box 260 Lindale TX 75771 237249005 501c3 17000 Operating Fair Play Camp School Inc 347 Wilderness Trail Westminster SC 29693 570705796 501c3 10500 Operating Hope International 227 Granite Run Drive Lancaster PA 17601 232836648 501c3 84044 Programs Mine Road Amish Menn Church 5091 Woodland Drive Kinzers PA 17535 311279870 501c3 20000 Operating Mennonite Gospel Missions 296 Wheat Road Ridge Road Ephrata PA 17522 222540031 501c3 10012 Pequea Christian School 3618 Rose Avenue Gordonville PA 17529 232970847 501c3 31194 67 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 82789 false true true Limestone Acres Business X 350000 336676 false true true 419465 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 made the following adjustments to net assets Prior period restatement 22049 Unrealized gain on investments 4794 ------------------------------------------ Total other changes in net assets 26843 Anabaptist Financial 1245 Old Route 15 New Columbia PA 17856 320158554 Anabaptist community loan prg PA 501 c3 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