2012-08-13T09:08:08-05:00 2011-12-31 231144520 TAIT WELLER & BAKER LLP 1818 MARKET STREET SUITE 2400 PHILADELPHIA PA 19103 990 2011-01-01 222714023 AMERICAN BAPTIST FOUNDATION AMER 6107682035 PO BOX 851 VALLEY FORGE PA 194820851 PERKIN SIMPSON 6107682035 2012-08-13 1 MARTIN MAUCH CPA P00764633 2159798800 2012-08-13 2011 2016-02-24 21:20:13Z PERKIN SIMPSON PO BOX 851 VALLEY FORGE PA 194820851 12710195 0 X AMERICANBAPTISTFDN.ORG X 1986 PA FUNDRAISING FOR AMERICAN BAPTIST MINISTRIES 15 14 5 0 0 0 8738210 6456411 511473 576660 1144877 1555489 5513 46094 10400073 8634654 25000 579388 0 0 856265 405326 0 0 34685 357813 317289 1239078 1302003 9160995 7332651 93124362 94743253 65667136 62386562 27457226 32356691 THE AMERICAN BAPTIST FOUNDATION WAS FOUNDED IN 1985 TO ENCOURAGE LONG-TERM STEWARDSHIP AMONG AMERICAN BAPTIST INDIVIDUALS, CONGREGATIONS AND AFFILIATED ORGANIZATIONS THROUGH PLANNED GIVING. 0 0 735133 579388 576660 RELIGIOUS PROGRAMS, GENERAL/OTHER THE FOUNDATION WORKS WITH AMERICAN BAPTISTS TO ENCOURAGE PLANNED GIFTS FOR AMERICAN BAPTIST MINISTRIES, ISSUING GIFT ANNUITIES AND SERVING AS TRUSTEE FOR CHARITABLE REMAINDER TRUSTS. THREE NEWSLETTERS ARE ISSUED ANNUALLY, STAFF CONDUCTS SEMINARS IN CHURCHES (ABOUT 100 ANNUALLY) AND WORK DIRECTLY WITH POTENTIAL DONORS. 735133 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 5 1 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X PAT SCANLON 6107682035 PO BOX 851 VALLEY FORGE PA 194820851 AIDSAND WRIGHT RIGGINS 1.00 X 0 0 0 CASEY GNAGE 1.00 X 0 0 0 MICHAELE BIRDSALL 1.00 X X 0 0 0 RILEY WALKER 1.00 X 0 0 0 WILLIAM CARLSEN 1.00 X X 27500 0 0 DAVID HASEL 1.00 X 0 0 0 DEBRA SCHILL 1.00 X X 0 0 0 REID TRULSON 1.00 X 0 0 0 LEO S THOME 1.00 X 0 0 0 LAWRENCE SWAIN 1.00 X 0 0 0 DAVID CARRICO 1.00 X 0 0 0 PHILLIP GSCHOCK 1.00 X 0 0 0 SARAH HODGES-AUSTIN 1.00 X 0 0 0 AROY MEDLEY 1.00 X 0 0 0 PERKIN SIMPSON 45.00 X 40749 0 35069 68249 0 35069 0 0 0 0 0 434661 6021750 6456411 MANAGEMENT FEES 525990 459036 459036 SERVICE INCOME 525990 117624 117624 576660 1660103 1660103 3970927 4075541 -104614 -104614 -104614 MISCELLANEOUS INCOME 900099 46094 46094 46094 8634654 622754 0 1555489 579388 579388 103319 25830 77489 239116 59779 179337 33621 8405 25216 13163 3291 9872 16107 4027 12080 42589 42589 34685 34685 23914 3778 20136 61967 15492 46475 27531 6883 20648 34354 15456 18898 25609 25609 CONTRACTED SERVICES 52537 12804 39733 BOARD EXPENSE 11107 11107 MISCELLANEOUS 2996 2996 1302003 735133 532185 34685 X 1651251 6168541 30869 51039 406441 415956 0 89364097 87329450 21954 41667 1649750 736600 93124362 94743253 331778 168898 65335358 62217664 65667136 62386562 X 3249890 2722323 3245068 79557 20962268 29554811 27457226 32356691 93124362 94743253 X 7332651 -2433186 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 32512 253000 1224284 1 1 24207336 5888598 -415718 25652 29654564 15709094 7662264 976871 140893 24207336 6866930 8506004 702436 366276 15709094 4455777 3367761 -496043 327548 6999947 0.61000 0.39000 0 0 0 ANNUITY ACTUARIAL LIABILITY 4335143 FUNDS OF OTHERS 57882521 62217664 8634654 1302003 7332651 -1478089 -955097 -2433186 4899465 6949436 -1478089 -207129 -1685218 8634654 0 8634654 2049971 747968 747968 1302003 0 1302003 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION HAS REVIEWED THEIR TAX POSITIONS AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 8 - OTHER ADJUSTMENTS: DISTRIBUTIONS FROM ENDOWMENT -747,968. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -207,129. TOTAL TO SCHEDULE D, PART XI, LINE 8: -955,097. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -207,129. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DISTRIBUTIONS FROM ENDOWMENT FUNDS 747,968. 1 PARSELLS AVENUE COMMUNITY CHURCH 345 PARSELLS AVENUE ROCHESTER NY 14609 161060994 501(C)(3) 18000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF NEW JERSEY 3752 NOTTINGHAM WAY SUITE 101 TRENTON NJ 08690 501(C)(3) 20000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. CHIN BAPTIST MISSION CHURCH 801 UNIVERSITY BLVD W SILVERSPRING MD 20901 010577111 501(C)(3) 18000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF INDIANA AND KENTUCKY 1350 NORTH DELAWARE ST INDIANAPOLIS IN 46202 351160926 501(C)(3) 24170 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. EMMANUEL BAPTIST CHURCH PO BOX 145 63 ROCKWOOD RD NORFOLK MA 02056 501(C)(3) 13000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. WISCONSIN AVENUE BAPTIST CHURCH 3920 ALTON PL NW WASHINGTON DC 20016 530229724 501(C)(3) 25000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. FIRST BAPTIST CHURCH - YPSILANTI 1110 WEST CROSS ST YPSILANTI MI 48197 501(C)(3) 32575 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. MCGEE AVENUE BAPTIST CHURCH 1640 STUART STREET BERKLEY CA 94703 942184326 501(C)(3) 23400 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. MEETING HOUSE CHURCH 239 BROADWAY TAUNTON MA 02780 501(C)(3) 17700 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. CHURCH IN THE ACRES 1383 WILBRAHAM RD SPRINGFIELD MA 01119 501(C)(3) 11000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. NEW HOPE BAPTIST CHURCH 106 SUSSEX AVENUE NEWARK NJ 07103 222012700 501(C)(3) 25000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. GEORGIA AVE COMMUNITY MINISTRY 645 GRANT STREET SOUTHEAST ATLANTA GA 30312 270000606 501(C)(3) 23000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. FIRST BAPTIST CHURCH OF STILWELL KS 19950 BROADMOOR LANE STILWELL KS 66085 501(C)(3) 11130 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. THE HOPE CENTER AT PULLEN 1801 HILLSBOROUGH ST RALEIGH NC 27605 611570567 501(C)(3) 18125 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST HISTORICAL SOCIETY 3001 MERCER UNIVERSITY DR ATLANTA GA 30341 061548721 501(C)(3) 25000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. RAINBOW ACRES 2120 W RESERVATION LOOP RD CAMP VERDE AZ 86322 860286420 501(C)(3) 25000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. FIRST BAPTIST CHURCH - ARDMORE PA 120 EAST ATHENS AVE ARDMORE PA 19003 231370417 501(C)(3) 15000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. FIRST UNITED CHURCH OF FULTON 33 SOUTH 3RD STREET FULTON NY 13069 160993720 501(C)(3) 5000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. IAU PR SCHOOL OF OPTOMETRY 500 JOHN WILL HARRIS BAYAMON PR 00957 501(C)(3) 19588 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF MICHIGAN 4578 SOUTH HAGADORN ROAD EAST LANSING MI 48823 381969700 501(C)(3) 20000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. PHILADELPHIA BAPTIST ASSOCIATION 8711 RIDGE AVENUE PHILADELPHIA PA 19128 230384350 501(C)(3) 25000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF THE TOCHESTERGENESEE RGN 1100 GOODMAN STREET SOUTH ROCHESTER NY 14620 501(C)(3) 10000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF THE METRO CHICAGO 109 E53RD ST CHICAGO IL 60615 501(C)(3) 23100 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. UNITED FIRST BAPTIST CHURCH OF SYRACUSE 5833 E SENECA TPKE JAMESVILLE NY 13078 501(C)(3) 15500 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. EVERGREEN ASSOCIATION OF AMERICAN BAPTIST CHURCH 409 3RD AVE SA KENT WA 98032 760704854 501(C)(3) 20000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF WISCONSIN 15330 WATERTOWN PLANK RD ELM GROVE WI 53122 501(C)(3) 25000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF THE ROCKY MOUNTAIN 3900 SOUTH WADSWORTH BLVD DENVER CO 80235 501(C)(3) 25000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. NEW HOPE BAPTIST CHURCH OF NIAGRA FALLS 1122 BUFFALO AVE NIAGARA FALLS NY 14303 160840412 501(C)(3) 6100 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. AMERICAN BAPTIST CHURCHES OF OHIO 136 NORTH GALAWAY DRIVE GRANVILLE OH 43023 501(C)(3) 25000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. MID AMERICAN BAPTIST CHURCHES 2400 86TH ST15 URBANDALE IA 50322 420703272 501(C)(3) 15000 PALMER GRANT PROGRAM. THESE GRANTS ENHANCE MINISTRIES OF DISCIPLESHIP AND INCARNATIONAL PRACTICE IN AMERICAN BAPTIST CHURCHES USA (ABCUSA) CONGREGATIONS AND ABCUSA-RELATED ORGANIZATIONS. 30 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION REQUIRES THE GRANT RECIPIENTS TO FILE AN INTERIM REPORT OF THE PROGRESS MADE ON THE PROJECT FOR WHICH THE GRANT WAS MADE NO LATER THAN SIX MONTHS AFTER THE DATE THAT THE GRANT FUNDS WERE DISBURSED. IN ADDITION, THE GRANT RECIPIENT MUST FILE A FINAL COMPREHENSIVE REPORT ON THE STRUCTURE, REACH AND IMPACT(S) OF THE PROJECT INCLUDING A CRITIQUE OF ITS STRENGTHS AND WEAKNESSES. THIS FINAL REPORT MUST BE SUBMITTED NO LATER THAN TWELVE MONTHS AFTER THE DATE THAT THE FUNDS WERE DISBURSED. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE PRESIDENT WHO IS ASSISTED IN THE PROCESS BY THE BUSINESS MANAGER. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. COMPLIANCE WITH THIS POLICY IS MONITORED ON A CONSISTENT BASIS BY THE BOARD OF DIRECTORS. IF ANY POTENTIAL CONFLICT ARISES, THE BOARD IMMEDIATELY MAKES IT KNOWN TO THE PERSON(S) INVOLVED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT AND OTHER ORGANIZATION OFFICERS IS DETERMINED BY THE BOARD OF DIRECTORS USING ALL RELEVANT INFORMATION THAT IS READILY AVAILABLE. 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: NET UNREALIZED LOSSES ON INVESTMENTS: -1,478,089. DISTRIBUTIONS FROM ENDOWMENT -747,968. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -207,129. TOTAL TO FORM 990, PART XI, LINE 5: -2,433,186. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN BAPTIST HOME MISSION SOCIETY PO BOX 851 VALLEY FORGE PA 19482 ESTABLISHING, MAINTAINING OR AIDING BAPTIST CHURCHES OR MISSIONS IN THE U.S. PA 501(C)(3) 1 0 AMERICAN BAPTIST FOREIGN MISSION SOCIETY PO BOX 851 VALLEY FORGE PA 19482 BRINGING U.S. AND PUERTO RICO CHURCHES TOGETHER WITH PARTNERS WORLDWIDE PA 501(C)(3) 1 0 AMERICAN BAPTIST MULTI-REGION CORPORATION PO BOX 851 VALLEY FORGE PA 19482 ESTABLISHING, MAINTAINING OR AIDING BAPTIST CHURCHES OR MISSIONS IN THE U.S. PA 501(C)(3) 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0