2012-05-02T07:26:52-05:00 2011-06-30 WHEELER WOLFENDEN & DWARES PA 4550 NEW LINDEN HILL ROAD SUITE 201 WILMINGTON DE 19808 990 2010-07-01 136171220 AMERICAN RESEARCH INSTITUTE IN TURKEY AMER 2158983474 C/O UPA MUSEUM 3260 SOUTH STREET PHILADELPHIA PA 191046324 NANCY W LEINWAND 2158983474 2012-04-18 1 DAVID M WOLFENDEN CPA MS 3022548240 2010 2016-02-24 21:20:13Z NANCY W LEINWAND C/O UPA MUSEUM 3260 SOUTH STREET PHILADELPHIA PA 191046324 1083313 0 X CCAT.SAS.UPENN.EDU/ARIT/ X 1964 PA PROMOTE RESEARCH IN TURKEY IN HUMANITIES AND SOCIAL SCIENCES. 13 13 6 30 0 0 1415447 1031414 36634 50275 1740 1624 0 0 1453821 1083313 981379 881325 0 0 235656 230892 0 0 5357 146755 116943 1363790 1229160 90031 -145847 2818286 2764263 549894 605784 2268392 2158479 PROMOTE RESEARCH IN TURKEY IN HUMANITIES AND SOCIAL SCIENCES. 0 0 1137609 881325 1083313 SCHOLARLY RESEARCH IN TURKEY AND INTENSIVE SUMMER PROGRAMS OF TURKISH LANGUAGE STUDIES IN TURKEY 1137609 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 6 1 0 1 TU 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 NY PA X X NANCY W LEINWAND 2158983474 3260 SOUTH STREET PHILADELPHIA PA 191046324 A KEVIN REINHART 12.00 X X 0 0 0 MARIA DEJONG ELLIS 4.00 X X 0 0 0 LINDA DARLING 1.00 X X 0 0 0 NICHOLAS CAHILL 1.00 X X 0 0 0 CHRISTOPHER ROOSEVELT 0.50 X 0 0 0 BULENT GULTEKIN 0.50 X 0 0 0 GOTTFRIED HAGEN 0.50 X 0 0 0 NINA J KOPRULU 0.50 X 0 0 0 BEATRICE MANZ 0.50 X 0 0 0 KATHLEEN LYNCH 0.50 X 0 0 0 SYLVIA ONDER 0.50 X 0 0 0 CL STRIKER 0.50 X 0 0 0 CATHERINE MILLARD 0.50 X 0 0 0 NANCY W LEINWAND 35.00 X 72180 0 13531 ANTONY W GREENWOOD 35.00 X 71419 0 9132 ELIF DENEL 35.00 X 41643 0 2938 185242 0 25601 0 0 0 0 0 43850 674428 313136 1031414 HOSTEL INCOME 900099 48745 48745 SERVICE FEES 900099 1530 1530 50275 1624 1624 1083313 50275 0 1624 676100 676100 205225 205225 214463 162991 49326 2146 3129 3129 13300 10108 3059 133 9949 9949 2205 2205 9925 8145 1780 3606 661 2945 8989 5010 3979 51908 51389 519 18187 14731 3456 POSTAGE AND SHIPPING 5164 3249 617 1298 MEALS & ENTERTAINMENT 3883 3883 DUES & SUBSCRIPTIONS 3127 3127 1229160 1137609 86194 5357 362046 133412 1764173 1848845 331086 444940 806040 468974 341123 337066 19858 2818286 2764263 333322 338044 196714 267740 19858 0 549894 605784 X 815309 682433 372988 378656 1080095 1097390 2268392 2158479 2818286 2764263 X -145847 35934 X X 0 1 1 X 1 1 X 1786546 1665600 1904155 1415447 1011067 7782815 1786546 1665600 1904155 1415447 1011067 7782815 510244 7272571 25793 48270 22910 1740 1624 100337 33518 20962 54480 7937632 258292 0.91620 0.91060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1204694 105439 978 1311111 1106849 96105 1740 1204694 873178 210760 22911 1106849 0.11700 0.83700 0.04600 0 0 79558 65705 13853 726482 403269 323213 337066 1083313 1229160 -145847 35934 35934 -109913 1144447 25200 35934 61134 1083313 0 1083313 1254360 25200 25200 1229160 0 1229160 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE BOARD INTENDS TO HOLD FUNDS INVESTED IN THE ENDOWMENT AND USE THE INCOME GENERATED BY THOSE FUNDS TO FINANCE THE ANKARA AND ISTANBUL, TURKEY LIBRARY OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE INSTITUTE QUALIFIES AS A NOT-FOR-PROFIT ORGANIZATION, WHICH IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. EFFECTIVE JULY 1, 2009, THE INSTITUTE ADOPTED ASC 740-10, INCOME TAXES, AS IT RELATES TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST FEDERAL INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF A RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. CURRENTLY, THE 2007, 2008 AND 2009 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. HOWEVER, THE INSTITUTE IS NOT CURRENTLY UNDER AUDIT NOR HAS THE INSTITUTE BEEN CONTACTED BY ANY JURISDICTION. INTEREST AND PENALTIES RELATED TO INCOME TAXES ARE INCLUDED IN INCOME TAX EXPENSE IF INCURRED. PART XI, LINE 8 - OTHER ADJUSTMENTS: DONATED LIBRARY BOOKS DONATED EQUIPMENT PART XII, LINE 2D - OTHER ADJUSTMENTS: DONATED LIBRARY BOOKS DONATED EQUIPMENT 1 EUROPE 2 2 PROGRAM SERVICES LIBRARY AND RESEARCH CENTERS 348462 2 2 0 0 2 2 348462 0 348462 FELLOWSHIPS EUROPE 22 205225 ELECTRONIC FUND OR WIRE TRANSFER, CHECK 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: ARIT USES GRANT FUNDS TO SUPPORT OPERATIONS IN ISTANBUL AND ANKARA. THOSE FUNDS ARE PAID DIRECTLY TO VENDORS AND TO THE CENTER DIRECTORS UPON REQUEST FOR EXPENSES PAID THROUGH THE CENTER. THE OVERSEAS DIRECTORS PROVIDE MONTHLY REPORTS THAT SHOW THEIR USE OF THE FUNDS. IN THE U.S., OVERSEAS DATA IS ENTERED IN THE OVERALL ACCOUNTS AND CLASSIFIED TO THE SPECIFIC GRANTS AS ALLOCATED IN THE GRANT BUDGETS NEGOTIATED WITH THE FUNDING AGENCIES. ARIT PAYS FELLOWSHIPS TO INDIVIDUAL SCHOLARS TO CARRY OUT THEIR RESEARCH ACCORDING TO THEIR APPROVED GRANT PROPOSALS. MOST SCHOLARS WORK INDEPENDENTLY AND MAY CARRY OUT THEIR WORK AT THE CENTERS IN ISTANBUL AND ANKARA OR IN ANOTHER LOCATION IN TURKEY. THE U.S. OFFICE COMMUNICATES WITH THE OVERSEAS CENTERS CONCERNING RESEARCHER SCHEDULES. ARIT REQUESTS THAT SCHOLARS VISIT ONE OF THE ARIT CENTERS TO CONFIRM THEIR ARRIVAL TO BEGIN WORK IN TURKEY. ARIT REQUIRES THAT SCHOLARS FILE A REPORT THAT DOCUMENTS THE COURSE OF THEIR RESEARCH TENURE AND ACCOUNTS FOR THE MONEY SPENT. ARIT REQUESTS THAT SCHOLARS PROVIDE THE ARIT CENTER LIBRARIES WITH COPIES OF ANY PUBLICATIONS THAT RESULT FROM FELLOWSHIP FUNDING AND TO REPORT ON ANY ACTIVITIES THAT RESULT FROM GRANT FUNDED RESEARCH. ARIT U.S. OFFICE CONTINUES TO COLLECT INFORMATION ABOUT THE FORMER FELLOWS PUBLICATIONS AND ACTIVITIES THAT ARE RELATED TO THEIR ARIT FELLOWSHIP SUPPORT. LANGUAGE PROGRAM PAYMENTS ARE MADE TO PARTNER PROGRAMS IN TURKEY AND STIPENDS ARE PAID DIRECTLY TO PARTICIPANTS. LANGUAGE PARTICIPANTS DEMONSTRATE THE LANGUAGE SKILLS THEY ACQUIRE THROUGH TESTING. THE PROGRAM IS SUPERVISED BY THE U.S. DIRECTOR AND EVALUATED ANNUALLY BY AN OUTSIDE EVALUATOR WHO PREPARES A REPORT. 1 FELLOWSHIPS 10 101750 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE GRANTS ARE MONITORED BY THE EXECUTIVE DIRECTOR THROUGH REVIEW OF GRANT AGREEMENT AND KNOWLEDGE OF THE REQUIREMENTS AND RESTRICTIONS. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS ARE PROVIDED WITH A DRAFT COPY OF THE FEDERAL FORM 990 FOR REVIEW AND APPROVAL BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND EMPLOYEES ARE ENCOURAGED THROUGH AN OPEN DOOR POLICY TO REVEAL ANY CONFLICTS THAT COULD GIVE RISE TO INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTORS CONTRACT IS RENEWED AT THE REQUEST OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: DONATED LIBRARY BOOKS 30,934. DONATED EQUIPMENT 5,000. TOTAL TO FORM 990, PART XI, LINE 5: 35,934. OVERSIGHT OF AUDIT AND SELECTION PROCESS OF INDEPENDENT ACCOUNTANT FORM 990, PART XI, LINE 2C THE PROCESS OF OVERSEEING THE FINANCIAL STATEMENT AUDIT AND THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.