2011-11-02T14:20:44-05:00 2010-12-31 JOHNSON LAMBERT & CO LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2010-01-01 521699708 SENIOR LIVING FOUNDATION OF THE AMERICAN FOREIGN SERVICE INC SENI 2028334910 1716 N STREET NW WASHINGTON DC 20036 PAULA JAKUB 2028334910 2011-11-02 1 9197196400 2010 2016-03-07 17:11:31Z PAULA JAKUB 1716 N STREET NW WASHINGTON DC 20036 1769915 0 X WWW.SLFOUNDATION.ORG X 1988 DC TO PROVIDE SUPPORT TO RETIRED FOREIGN SERVICE PERSONNEL AND THEIR SPOUSES (INCLUDING SURVIVING OR DIVORCED SPOUSES) AND, ON THE BASIS OF NEED, TO DEFRAY THE COST OF HOME HEALTH CARE SERVICES, SENIOR HOUSING, LONG TERM CARE INSURANCE, OR OTHER SENIOR SERVICES THAT CONTRIBUTE TO THE HEALTH AND SECURITY OF THE RETIRED FOREIGN SERVICE FAMILY. 18 18 0 0 0 0 923859 350515 0 0 46732 51660 0 0 970591 402175 239790 273899 0 0 0 0 0 0 20819 77234 105032 317024 378931 653567 23244 3227627 3548034 44864 58027 3182763 3490007 X TO PROVIDE SUPPORT TO RETIRED FOREIGN SERVICE PERSONNEL AND THEIR SPOUSES (INCLUDING SURVIVING OR DIVORCED SPOUSES) AND, ON THE BASIS OF NEED, TO DEFRAY THE COST OF HOME HEALTH CARE SERVICES, SENIOR HOUSING, LONG TERM CARE INSURANCE, OR OTHER SENIOR SERVICES THAT CONTRIBUTE TO THE HEALTH AND SECURITY OF THE RETIRED FOREIGN SERVICE FAMILY. 0 0 273899 273899 PROVIDE SUPPORT TO RETIRED FOREIGN SERVICE PERSONNEL AND THEIR ELIGIBLE DEPENDENTS. 273899 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 X ANDREA HERRICK DIRECTOR OF ACCOUNT 2028878170 1716 N STREET NW WASHINGTON DC 20036 X MARC GROSSMAN 1.00 X X 0 0 0 ROBERT O BLAKE 1.00 X X 0 0 0 THOMAS M TRACY 1.00 X X 0 0 0 JOAN M CLARK 1.00 X 0 0 0 PAUL M CLEVELAND 1.00 X 0 0 0 ROBERT DUEMLING 1.00 X 0 0 0 SAMUEL R GAMMON 1.00 X 0 0 0 WILLIAM C HARROP 1.00 X 0 0 0 CAROLEE HEILEMAN 1.00 X 0 0 0 KEMPTON JENKINS 1.00 X 0 0 0 SHELDON J KRYS 1.00 X 0 0 0 ALAN W LUKENS 1.00 X 0 0 0 DONALD F MCHENRY 1.00 X 0 0 0 THOMAS R PICKERING 1.00 X 0 0 0 ROZANNE L RIDGWAY 1.00 X 0 0 0 KENNETH N ROGERS 1.00 X 0 0 0 JOHN P SHUMATE 1.00 X 0 0 0 GALEN L STONE 1.00 X 0 0 0 PAULA S JAKUB 1.00 X 0 233232 14038 KENNETH MESSNER 1.00 X 0 108567 5589 0 341799 19627 0 0 1 0 0 350515 1025 350515 66707 66707 1352693 1367740 -15047 -15047 -15047 402175 0 0 51660 251049 251049 22850 22850 7781 7781 27918 27918 8989 8989 37929 17110 20819 22300 22300 TAXES & GOVERNMENT FEES 115 115 378931 273899 84213 20819 162626 122228 26749 24420 3038252 3401386 3227627 3548034 44864 58027 44864 58027 X 3182763 3490007 3182763 3490007 3227627 3548034 X 23244 284000 X 0 1 1 X 0 X 291167 429080 853340 923859 350515 2847961 291167 429080 853340 923859 350515 2847961 1250555 1597406 7661 30008 34430 46732 66707 185538 3033499 0.52660 0.59420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 402175 378931 23244 284000 284000 307244 729933 284000 71676 355676 374257 27918 27918 402175 422689 71676 71676 351013 27918 27918 378931 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS CONCLUDED THAT SLF HAS PROPERLY MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITION AS OF DECEMBER 31, 2010. 1 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION PROVIDE SUPPORT TO RETIRED FOREIGN SERVICE PERSONNEL AND THEIR ELIGIBLE DEPENDANTS 22850 0 0 0 22850 0 22850 BASIC LIVING ASSISTANCE TO COVER SUCH THINGS AS RENT, FOOD, ETC. EUROPE 1 22850 CHECK 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: ALL GRANTEES, REGARDLESS OF WHERE THEY LIVE, HAVE TO PROVIDE ANNUAL FINANCIAL INFORMATION. THE SENIOR LIVING FOUNDATION APPOINTS A SOCIAL WORKER WHO IS THE POINT OF CONTACT FOR THE GRANTEES AND REVIEWS THEIR FINANCIAL INFORMATION. GRANTEES ARE NOT ASKED TO PROVIDE DETAILED PROOF OF HOW THEY SPENT THEIR GRANT UNLESS A SPECIFIC REIMBURSEMENT IS BEING PROVIDED. 1 LIVING ASSISTANCE BASED ON NEED 87 251049 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SINCE THE ORGANZIATION ASSISTS INDIVIDUALS AT OR BELOW LOW-INCOME LEVELS AS DEFINED BY HUD, GRANTEES ARE REQUIRED TO SUMBIT DOCUMENTATION. THEY ARE ASKED TO PROVIDE FINANCIAL INFORMATION THAT SHOWS THEY ARE UNDER THE LOW-INCOME HUD GUIDELINES FOR THEIR AREA. IF THEY MEET THE GUIDELINES, THE ORGANIZATION EITHER SETS UP A MONTHLY GRANT, OR PAYS CERTAIN EXPENSES DIRECTLY TO THE PROVIDER (SUCH AS DOCTORS, DENTISTS, ETC.) PERIODICALLY, GRANTEES ARE ASKED TO PROVIDE UPDATED FINANCIAL INFORMATION IN ORDER TO SHOW THAT THEY ARE STILL WITHIN THE HUD GUIDELINES FOR THEIR AREA. THE ORGANIZATION ALSO USES THE SERVICES OF SOCIAL WORK CONSULTANTS TO EVALUATE AND MONITOR ELIGIBILITY. 0 0 0 0 0 0 0 0 0 PAULA S JAKUB 0 233232 0 0 0 0 0 11908 0 2130 0 247270 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF ACCOUNTING REVIEWS THE FORMS IN CONCERT WITH THE EXECUTIVE MANAGEMENT, WHO THEN SIGNS AND FILES THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE REQUIRED TO ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY TO ENSURE COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS FOR THE SENIOR LIVING FOUNDATION OF THE AMERICAN FOREIGN SERVICES ARE NOT MADE AVAILABLE TO THE PUBLIC AT THIS TIME. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 284,000. FORM 990, PART VI, SECTION B, LINE 15 THE SENIOR LIVING FOUNDATION DOES NOT COMPENSATE TOP MANAGEMENT AND CURRENTLY HAS NO PAID EMPLOYEES. HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII PAULA JAKUB 40.0 HRS PER WEEK AFSPA KENNETH MESSNER 40.0 HRS PER WEEK AFSPA AMERICAN FOREIGN SERVICE PROTECTIVE ASSOCIATION 1716 N STREET NW WASHINGTON DC 20036 530200270 PROVIDE INSURANCE BENEFITS TO MEMBERS DC 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 AMERICAN FOREIGN SERVICE PROTECTIVE ASSOC M 71676