| FORM 990, PART VI, SECTION A, LINE 2 |
BARBARA J. SIEMER IS THE MOTHER OF ELIZABETH M. SIEMER. |
| FORM 990, PART VI, SECTION B, LINE 11B |
TO FACILITATE THE TIMELY FILING OF THE FORM 990, THE RETURN IS NOT REVIEWED PRIOR TO ITS FILING BY ALL TRUSTEES. THE RETURN IS, HOWEVER, AVAILABLE FOR REVIEW AT THE NEXT REGULARLY SCHEDULED BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C |
ANNUALLY, TRUSTEES ARE REQUIRED, IN WRITING, TO CONFIRM BOTH THEIR UNDERSTANDING OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY, AND THAT HE/SHE IS IN COMPLIANCE WITH IT. |
| FORM 990, PART VI, SECTION B, LINE 15 |
LINES 15A & B: TOP OFFICERS ARE NOT COMPENSATED |
| FORM 990, PART VI, SECTION C, LINE 18 |
THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. FURTHER, THE ORGANIZATION'S FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG |
| FORM 990, PART VI, SECTION C, LINE 19 |
THIS ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: |
BOOK/TAX DIFFERENCE ON PASS-THROUGH INVESTMENTS -478,249. GRANTS REFUNDED 14,250. |
| FORM 990 PART XII, LINE 2C |
THE ORGANIZATION DOES NOT HAVE A FORMAL COMMITTEE WITH SPECIFIC DUTIES TO OVERSEE THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. HOWEVER, THE FOUNDATION?S FINANCIAL STATEMENTS ARE REVIEWED BY THE ENTIRE BOARD OF TRUSTEES EITHER AT A FORMAL BOARD MEETING, OR BY MEANS OF AN "ACTIONS WITHOUT A MEETING." AN OFFICER OF THE FOUNDATION, EITHER THE TREASURER, OR ASSISTANT TREASURER PRESENTS THE AUDITED FINANCIAL STATEMENTS. SIMILARLY, ANY DISCUSSION REGARDING THE SELECTION AND RETENTION OF THE INDEPENDENT ACCOUNTANT IS DONE AT THE BOARD LEVEL. THESE PROCESSES REMAIN UNCHANGED FROM THE PRIOR YEAR. |
Attach to Form 990 or 990-EZ.