2012-04-17T15:55:05-05:00 2011-09-30 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2010-10-01 136189382 The American Occupational Therapy Foundation Inc AMER 3016522682 4720 Montgomery Lane PO Box 31220 Bethesda MD 208241220 Diana L Ramsay 3016522682 2012-04-18 1 Michael A Benoudiz CPA 7038930300 2012-04-18 2010 2016-02-24 21:20:13Z Diana L Ramsay 4720 Montgomery Lane PO Box 31220 Bethesda MD 208241220 18008449 0 X http://www.aotf.org/ X 1965 DE The Foundation is a charitable, scientific and educational organization founded in 1965. It exists for the advancement of occupational therapy and works in the public interest. It accomplishes its aims primarily through programs supporting research, education, publications, and leadership development. 12 12 8 75 0 0 12513637 2623941 143777 194430 87973 8457700 70307 39087 12815694 11315158 51200 51500 0 0 384518 498031 0 8000 161393 524917 565459 960635 1122990 11855059 10192168 18769402 20273894 249188 137609 18520214 20136285 To advance 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 224281 51500 102890 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. 217001 91540 Research Programs - The Foundation awards grants to promote occupational therapy through studies and surveys. 441282 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 8 0 8 1 0 0 0 0 0 0 0 0 0 0 X 12 12 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 Rylan 1.00 X 0 0 0 Melissa Oliver 1.00 X 0 0 0 Cynthia Epstein 1.00 X 0 0 0 Ruth Ann Watkins 1.00 X 0 0 0 Charles H Christiansen 35.00 X 177355 0 6938 177355 0 6938 1 0 1 0 0 27485 2596456 2212095 2623941 Membership dues 900099 70412 70412 Library services 900099 55842 55842 Subcriptions 900099 47048 47048 Workshop/conference 900099 21128 21128 194430 587474 587474 3734 3734 14543837 6673611 7870226 7870226 7870226 15520 27485 15520 0 12330 4160 8170 8170 Other income 900099 27183 27183 27183 11315158 221613 0 8469604 51500 51500 171995 60225 85933 25837 233261 83730 113962 35569 23947 3905 19589 453 36493 6193 23478 6822 32335 11666 15632 5037 8360 8360 51182 51182 8000 8000 57501 57501 207053 103272 54010 49771 1123 1123 14808 2224 11483 1101 19176 4545 5911 8720 39067 14023 19087 5957 36783 15566 17031 4186 18441 295 16625 1521 8986 3226 4390 1370 12097 4342 5910 1845 Publications 46678 46678 Research contracts 12075 12075 Honorarium 8150 6000 950 1200 Invest. transaction fee 7884 7884 Miscellaneous 7607 265 3338 4004 8488 3668 4820 1122990 441282 520315 161393 2360508 434220 4290680 48038 2443 2443 953 703 145120 115731 30718 29389 10154342 17826646 1929758 1932455 18769402 20273894 235085 128161 7695 14103 1753 249188 137609 X 11977382 13642265 885562 720925 5657270 5773095 18520214 20136285 18769402 20273894 X 10192168 -8576097 X X 0 1 1 X 0 X 759021 698724 1303909 1540231 411846 4713731 759021 698724 1303909 1540231 411846 4713731 2116289 2597442 303883 62503 43143 80864 591208 1081601 1591 9671 9559 27183 48004 5843336 647935 0.44450 0.45000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3307770 264083 -181247 62400 96047 3232159 1279603 2204811 -106296 14900 55448 3307770 1470151 17250 -154781 38117 14900 1279603 0.02570 0.94640 0.02790 0 0 858 858 0 144262 114873 29389 0 29389 Cash surrender value of life insurance 1455 Charitable remainder trust 1886540 Interest receivable 39170 Due from related party 5290 1932455 Liability for future interest in pooled income fund 1753 1753 11315158 1122990 10192168 -8459382 -116715 -8576097 1616071 2875456 -8459382 -8459382 11334838 -19680 -19680 11315158 1142670 0 1142670 -19680 -19680 1122990 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, 2011. Part XI, Line 8 - Other Adjustments: Return of contributions to donors -116,715. Part XII, Line 4b - Other Adjustments: Cost of goods sold -4,160. Direct benefit to donors -15,520. Part XIII, Line 4b - Other Adjustments: Cost of goods sold -4,160. Direct benefits to donors -15,520. Gala and auction 43005 27485 15520 2200 13320 43005 27485 15520 2200 13320 15520 0 1 Scholarships 38 51500 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 105760 0 0 0 71595 0 5089 0 1849 0 184293 0 0 0 X 1 2212095 FMV of securities 0 1 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 losses on investments: -8,459,382. Return of contributions to donors -116,715. Total to Form 990, Part XI, Line 5: -8,576,097. Form 990, Part XI, 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.