2023-12-19T10:13:28-06:00 2023-06-30 251616561 S R SNODGRASS PC 2009 MACKENZIE WAY SUITE 340 CRANBERRY TOWNSHIP PA 16066 990 2022-07-01 208954604 ANGLICAN RELIEF AND DEVELOPMENT FUND ANGL 7242516045 140 N OCOEE STREET SUITE 102 CLEVELAND TN 37311 DAVID SOUTTER BOARD PRESIDENT 7242516045 2023-12-13 1 DAVID SOUTTER 999009999 1 X DANELLE R STEWART CPA P00535522 7249340344 2023-12-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X DAVID SOUTTER 1290 BOYCE RD APT C318 UPPER ST CLAIR PA 15241 2840084 0 X WWW.ARDF.ORG X 2007 PA THE ANGLICAN RELIEF AND DEVELOPMENT FUND'S (ARDF) MISSION IS TO WORK ALONGSIDE STRATEGIC PARTNERS TO ALLEVIATE SUFFERING THROUGH DISASTER RELIEF AND FOSTER THE FLOURISHING OF COMMUNITIES THROUGH DEVELOPMENT PROJECTS, EXPANDING THE KINGDOM OF CHRIST THROUGH TANGIBLE WORKS OF COMPASSION. 13 13 10 123 0 0 4101738 2774879 0 0 428 23745 0 0 4102166 2798624 1977273 2172532 0 0 398065 602597 0 0 283794 336512 518046 2711850 3293175 1390316 -494551 2598564 2118969 84851 86108 2513713 2032861 X THE ANGLICAN RELIEF AND DEVELOPMENT FUND'S (ARDF) MISSION IS TO WORK ALONGSIDE STRATEGIC PARTNERS TO ALLEVIATE SUFFERING THROUGH DISASTER RELIEF AND FOSTER THE FLOURISHING OF COMMUNITIES THROUGH DEVELOPMENT PROJECTS, EXPANDING THE KINGDOM OF CHRIST THROUGH TANGIBLE WORKS OF COMPASSION. 0 0 1724000 1180578 GRANTS ARE USED FOR DEVELOPMENT PROJECTS. FISCAL YEAR CONTRIBUTIONS WERE GRANTED FOR THE FOLLOWING PROJECTS: EDUCATION IN EGYPT, CAMBODIA, GUATEMALA, KENYA, RWANDA, MADAGASCAR, NEPAL, TANZANIA, AND THAILAND; COMMUNITY DEVELOPMENT IN GUATEMALA, KENYA, NEPAL, NIGERIA, UGANDA, AND ZAMBIA; HEALTH CARE IN GHANA AND UGANDA; CLERGY/DIOCESAN SUPPORT IN IRAQ, NEPAL, AND KENYA. 1014294 991954 GRANTS ARE USED FOR RELIEF PROJECTS. FISCAL YEAR CONTRIBUTIONS WERE GRANTED FOR THE FOLLOWING INTERNATIONAL RELIEF EVENTS: COVID: MYANMAR; EBOLA: UGANDA; CYCLONE FREDDY: ZAMBIA AND MALAWI; CYCLONE MOCHA: MYANMAR; DROUGHT: KENYA; EARTHQUAKE: TURKEY AND SYRIA; FLOODING: DEMOCRATIC REPUBLIC OF THE CONGO, RWANDA, CAMBODIA, AND PAKISTAN; FAMINE: UGANDA, MYANMAR, KENYA; INTERNALLY DISPLACED PEOPLE: MYANMAR; WAR RELIEF: UKRAINE; GENERAL: CUBA AND ANGOLA.DOMESTIC RELIEF EVENTS INCLUDE HURRICANE IAN: FLORIDA; TORNADOS: MISSISSIPPI AND ARKANSAS; FLOODING: KENTUCKY AND ILLINOIS; REFUGEE RESETTLEMENT: FLORIDA. 2738294 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 10 1 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 1 1 1 1 0 PA MA WV WA SC TN AK CA CO FL GA HI KY ME MI MN MS MO NH NJ NM NY NC ND OR RI VA WI MD NV X X X ANGLICAN RELIEF AND DEVELOPMENT FUND 7242516045 140 N OCOEE STREET SUITE 102 CLEVELAND TN 37311 THE MOST REV FOLEY BEACH PRES/GLOBAL AND ARDF 1.00 X X 0 0 0 REV DAVID CUMBIE ARDF US TRUSTEE 1.00 X 0 0 0 MR SIMON GLASS ARDF US TRUSTEE 5.00 X 0 0 0 MR MICHAEL MCDOWELL ARDF US TRUSTEE 1.00 X 0 0 0 REV CANON DR JOHN MACDONALD ARDF US TRUSTEE 1.00 X 0 0 0 MR GEORGE W CONNORS IV ARDF US TRUSTEE 3.00 X 0 0 0 MS BARBARA L NELSON ARDF US TRUSTEE 1.00 X 0 0 0 MRS CINDY PENNINGTON ARDF US TRUSTEE 5.00 X 0 0 0 REV ANDREW ROWELL ARDF US TRUSTEE 1.00 X 0 0 0 MRS NANCY J SKANCKE ARDF SECRETARY 5.00 X X 0 0 0 MR DAVID SOUTTER CHAIRMAN 5.00 X X 0 0 0 MS GWEN BEEBY ARDF US TRUSTEE 2.00 X 0 0 0 MR GREG MUEFFELMANN ARDF US TRUSTEE 1.00 X 0 0 0 REV DR ROY JAKE STUM EXECUTIVE DIRECTOR 40.00 X 93639 0 54943 THE REV ROBERT R RICHARDS ARDF US TRUSTEE/TREASURER 1.00 X 0 0 0 93639 0 54943 1 0 0 0 0 2284 2772595 41460 2774879 23467 23467 41738 41460 278 278 278 0 2284 0 0 2798624 0 0 23745 87515 87515 2085017 2085017 148584 118666 14959 14959 369970 119585 126237 124148 39796 10915 13068 15813 8278 4064 4214 35969 15074 10520 10375 245 245 30932 30932 80629 58695 3914 18020 3796 521 350 2925 57145 5655 24804 26686 25169 6673 4844 13652 16020 6654 4644 4722 128417 74086 26266 28065 13617 9858 1563 2196 5582 1076 3788 718 DUE DILIGENCE 115399 115399 SPECIAL EVENT EXPENSES 17063 17063 XTORCH DEVELOPMENT COST 12590 12590 DOMESTIC RELIEF TRAILER 9750 9750 1692 565 889 238 3293175 2738294 271087 283794 150000 150500 2137280 1654829 3465 7379 20682 8913 287137 297348 2598564 2118969 84851 86108 84851 86108 X 1042017 878690 1471696 1154171 2513713 2032861 2598564 2118969 -494551 7171 6528 0 X X 0 1 X 1 0 X 1281841 1655463 1920671 4101738 2781407 11741120 1281841 1655463 1920671 4101738 2781407 11741120 329407 11411713 9606 7412 918 435 23467 41838 10975 1071 10317 22363 11805321 0.96670 0.96690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: RESEARCH FEES - 2018 AMOUNT: $ 10,975. 2019 AMOUNT: $ 1,071. 2020 AMOUNT: $ 10,317. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DEFERRED ANNUITIES 297348 297348 X 2812323 7171 6528 13699 2798624 0 2798624 3293175 0 3293175 0 3293175 PART X, LINE 2: ARDF ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. DURING THE YEAR ENDED JUNE 30, 2023, ARDF DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX RETURNS FILED BY ARDF ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2019 REMAIN OPEN. ARDF'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN INCOME TAX EXPENSE ON THE STATEMENTS OF FUNCTIONAL EXPENSES. 0 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CYCLONE RELIEF, FLOODING RELIEF, FAMINE RELIEF, AND HOLY CROSS SEMINARY 180700 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES LANGUAGE SCHOOL PROJECT AND SYRIA EARTHQUAKES RELIEF 187115 EUROPE 0 0 PROGRAM SERVICES TURKEY EARTHQUAKE RELIEF 186000 SOUTH ASIA 0 0 PROGRAM SERVICES FLOODING RELIEF, CHRISTMAS RELIEF, AND SCHOOL PROJECTS 130000 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES DROUGHT RELIEF, TUMAINI SPONSORSHIPS, SUPPLIES FOR MEDICAL CENTER, WATER WELL, AND BAKERY PROJECT 817183 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES COMMUNITY CENTER, CHURCH RELIEF 48019 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS, 0 0 PROGRAM SERVICES UKRAINE REFUGEE RELIEF 536000 0 0 0 0 0 0 2085017 0 2085017 CENTRAL AMERICA AND THE CARIBBEAN FRIAR DANA CROFT 13400 WIRE TRANSFER/CREDIT CARD 0 CENTRAL AMERICA AND THE CARIBBEAN COMMUNITY CENTER 33620 WIRE TRANSFER/CREDIT CARD 0 EAST ASIA AND THE PACIFIC REBUILD CHURCH PURSAT 25000 WIRE TRANSFER/CREDIT CARD 0 EAST ASIA AND THE PACIFIC IDP RELIEF, CYCLONE MOCHA, AND FAMINE RELIEF 19000 WIRE TRANSFER/CREDIT CARD 0 EAST ASIA AND THE PACIFIC GAFCON 32000 WIRE TRANSFER/CREDIT CARD 0 EAST ASIA AND THE PACIFIC FLOODING/RICE BANK 7000 WIRE TRANSFER/CREDIT CARD 0 EAST ASIA AND THE PACIFIC BOARDING FACILITIES 97700 WIRE TRANSFER/CREDIT CARD 0 EUROPE (INCLUDING ICELAND & GREENLAND) TURKEY/SYRIA EARTHQUAKE 36000 WIRE TRANSFER/CREDIT CARD 0 EUROPE (INCLUDING ICELAND & GREENLAND) TURKEY/SYRIA EARTHQUAKE 10000 WIRE TRANSFER/CREDIT CARD 0 EUROPE (INCLUDING ICELAND & GREENLAND) TURKEY/SYRIA EARTHQUAKE 45000 WIRE TRANSFER/CREDIT CARD 0 EUROPE (INCLUDING ICELAND & GREENLAND) TURKEY/SYRIA EARTHQUAKE 10000 WIRE TRANSFER/CREDIT CARD 0 EUROPE (INCLUDING ICELAND & GREENLAND) TURKEY/SYRIA EARTHQUAKE 15000 WIRE TRANSFER/CREDIT CARD 0 EUROPE (INCLUDING ICELAND & GREENLAND) TURKEY/SYRIA EARTHQUAKE 20000 WIRE TRANSFER/CREDIT CARD 0 EUROPE (INCLUDING ICELAND & GREENLAND) TURKEY/SYRIA EARTHQUAKE 50000 WIRE TRANSFER/CREDIT CARD 0 MIDDLE EAST AND NORTH AFRICA TURKEY/SYRIA EARTHQUAKE 7115 WIRE TRANSFER/CREDIT CARD 0 MIDDLE EAST AND NORTH AFRICA LANGUAGE SCHOOL 93000 WIRE TRANSFER/CREDIT CARD 0 MIDDLE EAST AND NORTH AFRICA LANGUAGE SCHOOL 57000 WIRE TRANSFER/CREDIT CARD 0 MIDDLE EAST AND NORTH AFRICA TURKEY/SYRIA EARTHQUAKE 30000 WIRE TRANSFER/CREDIT CARD 0 RUSSIA AND NEIGHBORING STATES UKRAINIAN REFUGEE RELIEF 50000 WIRE TRANSFER/CREDIT CARD 0 RUSSIA AND NEIGHBORING STATES UKRAINIAN REFUGEE RELIEF 15000 WIRE TRANSFER/CREDIT CARD 0 RUSSIA AND NEIGHBORING STATES UKRAINIAN REFUGEE RELIEF 6000 WIRE TRANSFER/CREDIT CARD 0 RUSSIA AND NEIGHBORING STATES UKRAINIAN REFUGEE RELIEF 265000 WIRE TRANSFER/CREDIT CARD 0 RUSSIA AND NEIGHBORING STATES UKRAINIAN REFUGEE RELIEF 40000 WIRE TRANSFER/CREDIT CARD 0 RUSSIA AND NEIGHBORING STATES UKRAINIAN REFUGEE RELIEF 20000 WIRE TRANSFER/CREDIT CARD 0 RUSSIA AND NEIGHBORING STATES UKRAINIAN REFUGEE RELIEF 20000 WIRE TRANSFER/CREDIT CARD 0 RUSSIA AND NEIGHBORING STATES UKRAINIAN REFUGEE RELIEF 30000 WIRE TRANSFER/CREDIT CARD 0 RUSSIA AND NEIGHBORING STATES UKRAINIAN REFUGEE RELIEF 25000 WIRE TRANSFER/CREDIT CARD 0 RUSSIA AND NEIGHBORING STATES UKRAINIAN REFUGEE RELIEF 65000 WIRE TRANSFER/CREDIT CARD 0 SOUTH ASIA FLOODING RELIEF 6000 WIRE TRANSFER/CREDIT CARD 0 SOUTH ASIA KINDERGARTEN BUILDING 90000 WIRE TRANSFER/CREDIT CARD 0 SOUTH ASIA FLOODING RELIEF 15000 WIRE TRANSFER/CREDIT CARD 0 SOUTH ASIA STUDENT/XMAS FUNDS 5000 WIRE TRANSFER/CREDIT CARD 0 SOUTH ASIA CHRISTMAS OUTREACH 6000 WIRE TRANSFER/CREDIT CARD 0 SOUTH ASIA FLOODING RELIEF 5000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA DROUGHT RELIEF, TUMAINI SCHOLARSHIPS, DIOCESE SCHOLARSHIPS, AND BOYS HS PHASE II 148428 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA SCHOOL NEEDS 10000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA WATER BOREHOLE 35000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA TWO BOREHOLES 7000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA FOOD AND SHELTER FOR CHILD LED HOUSEHOLD 10000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA 10 SCHOLARSHIPS 10000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA EBOLA RELIEF AND PURCHASE OF VAN 19702 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA FLOODING RELIEF 7000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA SCHOOL BUILDING 101000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA FINAL PHASE OF LEARNING CENTERS 27012 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA FAMINE RELIEF 5000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA FAMINE RELIEF 12500 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA CYCLONE FREDDY RELIEF 10000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA HEALTHCARE CLINICS 59337 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA FLOODING RELIEF 7000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA LATRINES & CHAIRS FOR SCHOOL 14000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA BAKERY - PHASE III 24990 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA FAMINE RELIEF 12500 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA HEALTHCARE CLINICS 57098 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA CYCLONE FREDDY 10000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA LAB FOR TUMAINI ACADEMY, TUMAINI SPONSORSHIPS, DIOCESE SCHOLARSHIPS, AND DROUGHT RELIEF 61679 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA MOTORCYCLES FOR CLERGY AND FAMINE RELIEF 26000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA SCHOOL CLASSROOMS AND CAFETERIA 10000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA LUKAYA MATERNAL HEALTH 26105 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA MARSABIT DIOCESE 80000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA FLOODING RELIEF 7000 WIRE TRANSFER/CREDIT CARD 0 SUB-SAHARAN AFRICA MENTORING PROGRAM 16133 WIRE TRANSFER/CREDIT CARD 0 16 45 0 0 0 0 0 0 PART I, LINE 2: ARDF RECEIVES PICTURES AND PROGRESS REPORTS FOR EACH PROJECT, AND AGREED-UPON PROGRESS OUTLINED IN A MEMORANDUM OF UNDERSTANDING MUST BE MET BEFORE ADDITIONAL FUNDS ARE SENT. UPON COMPLETION OF EACH PROJECT, AN INDEPENDENT RESEARCH AGENCY COMPARES EXPECTED RESULTS WITH ACTUAL RESULTS AND DOCUMENTS ITS FINDINGS IN A IMPACT ASSESSMENT REPORT. PART III ACCOUNTING METHOD: 1 NORTH AMERICAN LUTHERAN CHURCH 2655 INNSBRUCK DRIVE SUITE A NEW BRIGHTON MN 55112 273736567 501(C)(3) 5000 0 KENTUCKY FLOODING RELIEF THE ANGLICAN DIOCESE OF THE UPPER MIDWEST 935 W UNION AVENUE WHEATON IL 60187 463231932 501(C)(3) 5000 0 FLOODING RELIEF FOR CHURCH REFUGEE FOUNDATION PO BOX 1857 BILLINGS MT 59013 263581501 501(C)(3) 6000 0 SCHOLARSHIP FOR REST AND REFRESHMENT FOR PASTORS ST ANDREW'S CHURCH 8300 KANIS ROAD LITTLE ROCK AR 72204 710805822 501(C)(3) 7000 0 TORNADO RELIEF WORK GULF ATLANTIC DIOCESE OF THE ACNA INC 4042 HARTLEY ROAD JACKSONVILLE FL 32257 271520864 501(C)(3) 20000 0 HURRICANE IAN RELIEF ST PAUL'S ANGLICAN CHURCH INC 420 ROY KIDD AVENUE CORBIN KY 40701 352487234 501(C)(3) 20000 0 KENTUCKY FLOODING RELIEF APOSTLES BY THE SEA ANGLICAN CHURCH PO BOX 611 151 ROSEMARY BEACH FL 32461 814270743 501(C)(3) 10000 0 UKRAINE REFUGEE RESETTLEMENT IN LOCAL CHURCH COMMUNITY ADVENTURES IN MISSIONS 6000 WELLSPRING TRAIL GAINESVILLE GA 30506 650133113 501(C)(3) 10994 0 MISSION TRIP AND DONATION 8 PART I, LINE 2: THE ORGANIZATION RECEIVES RELIEF UPDATES FROM THE DIOCESES OR CHURCHES WHO RECEIVE THE FUNDS. UPDATES INCLUDE REPORTS, PICTURES, AND TESTIMONIES FROM THE CHURCHES, PEOPLE, AND COMMUNITIES THAT ARE RECIPIENTS OF THE RELIEF. X 485 41460 FMV X PROVINCIAL COUNCIL TRAVEL EXP 2 6528 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B DEPUTY DIRECTOR, EXECUTIVE DIRECTOR, AND ACCOUNTANT WILL REVIEW THE FORM 990 AND WILL ADDRESS ANY QUESTIONS TO THE PREPARER. THE DEPUTY DIRECTOR WILL SEND THE FORM 990 TO THE ARDF-US EXECUTIVE COMMITTEE AND FINANCE COMMITTEE FOR THEIR REVIEW AND APPROVAL. AFTER THEIR REVIEW AND APPROVAL (WITH ANY CHANGES CORRECTED), THE 990 WILL BE FINALIZED AND THE EXECUTIVE COMMITTEE WILL REPORT THIS INFORMATION AT THE NEXT ARDF-US TRUSTEE MEETING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST DISCLOSURES ARE COMPLETED BY THE BOARD OF TRUSTEES. ANY CONFLICTS ARE DISCUSSED BY THE BOARD OF TRUSTEES AND THE EXECUTIVE DIRECTOR AND ADDRESSED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS SET BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. WAGES ARE BASED ON COMPARABLE DATA SUCH AS COMPENSATION LEVELS PAID BY SIMILAR INSTITUTIONS AND THE AVAILABILITY OF SIMILAR SERVICES. FORM 990, PART VI, SECTION C, LINE 19 THE ANGLICAN RELIEF AND DEVELOPMENT FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ARDF BOARD OF TRUSTEES FORMED A FINANCE COMMITTEE TO COMMUNICATE WITH THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS DURING THE 2022-2023 FISCAL YEAR.