TY 2016 Form 990 Schedule O

Instrumentl eFile RenderObject ID: 201820159349300902 - Rendered 2024-04-29 TIN: 33-0532423

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
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Attach to Form 990 or 990-EZ.
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Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2016

Open to Public
Inspection

Name of the organization

SISTERS OF ST JOSEPH OF ORANGE
HEALTHCARE FOUNDATION

Employer identification number

33-0532423

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 6	THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS THE SISTERS OF ST. JOSEPH OF ORANGE.
FORM 990, PART VI, SECTION A, LINE 7A	THE SOLE CORPORATE MEMBER MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7B	THE SOLE CORPORATE MEMBER CONTROLS THE ORGANIZATION AND THEREFORE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBER.
FORM 990, PART VI, SECTION B, LINE 11B	THE ORGANIZATION'S EXECUTIVE DIRECTOR, WHO IS A MEMBER OF THE BOARD, AND ALL BOARD MEMBERS RECEIVE AND REVIEW THE FORM 990 PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12C	ORGANIZATION MAINTAINS ITS CONFLICT OF INTEREST POLICY WITH ANNUAL DISCLOSURE QUESTIONNAIRES. EACH BOARD MEMBER IS REQUIRED TO SIGN THE POLICY DURING ITS FALL MEETING. THE ORGANIZATION MAINTAINS SIGNED FORMS FOR FUTURE REFERENCE.
FORM 990, PART VI, SECTION B, LINE 15	PART VI, SECTION B. POLICIES, QUESTIONS 15A AND 15B: THE ORGANIZATION DOES NOT COMPENSATE ANY EMPLOYEES AND THERFORE DOES NOT MAINTAIN ANY COMPENSATION POLICIES.
FORM 990, PART VI, SECTION C, LINE 18	THE ORGANIZATION'S FORM 990, ORGANIZATIONAL DOCUMENTS, AND FORM 1023 ARE AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICIES, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C	FINANCE COMITTEE - THE BOARD OF TRUSTEES HAS CONSTITUTED A FINANCE COMMITTEE. IN PRIOR YEARS THE RELATED ORGANIZATION ENGAGES INDEPENDENT AUDITORS TO AUDIT THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND THE RELATED ORGANIZATION. THE RELATED ORGANIZATION MONITORS THE AUDIT PROCESS. THE ORGANIZATION REVIEWS THE RESULTS OF THE AUDIT. DURING THE YEAR ENDED JUNE 30, 2014, THE RELATED ORGANIZATION IMPLEMENTED A NEW POLICY WHERE THEY WILL ENGAGE INDEPENDENT AUDITORS EVERY 2 YEARS. AN AUDIT WAS PERFORMED FOR THE YEAR ENDED JUNE 30, 2017.
990 PART VI, SECTION B POLICIES, QUESTION 13	WHISTLEBLOWER POLICY - THE ORGANIZATION DOESN'T MAINTAIN A WHISTLEBLOWER POLICY AS THE ORGANIZATION HAS NO EMPLOYEES.
FORM 990, SCHEDULE O	FORM 5471 FILING REQUIREMENT - THE ORGANIZATION'S FORM 5471 FILING REQUIREMENT WITH RESPECT TO ITS OWNERSHIP IN SRI OVERSEAS PARTNERS, L.P. HAS BEEN MET BY BBT CAPITAL MANAGEMENT, L.L.C., 201 MAIN STREET, SUITE 2300, FORT WORTH, TEXAS 76102. THE EIN OF BBT CAPITAL MANAGEMENT, L.L.C. IS 41-2028120 AND IT FILES ITS TAX RETURN IN OGDEN, UT.

Return Reference

Explanation

FORM 990, PART VI, SECTION A, LINE 6

THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS THE SISTERS OF ST. JOSEPH OF ORANGE.

FORM 990, PART VI, SECTION A, LINE 7A

THE SOLE CORPORATE MEMBER MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.

FORM 990, PART VI, SECTION A, LINE 7B

THE SOLE CORPORATE MEMBER CONTROLS THE ORGANIZATION AND THEREFORE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBER.

FORM 990, PART VI, SECTION B, LINE 11B

THE ORGANIZATION'S EXECUTIVE DIRECTOR, WHO IS A MEMBER OF THE BOARD, AND ALL BOARD MEMBERS RECEIVE AND REVIEW THE FORM 990 PRIOR TO ITS FILING.

FORM 990, PART VI, SECTION B, LINE 12C

ORGANIZATION MAINTAINS ITS CONFLICT OF INTEREST POLICY WITH ANNUAL DISCLOSURE QUESTIONNAIRES. EACH BOARD MEMBER IS REQUIRED TO SIGN THE POLICY DURING ITS FALL MEETING. THE ORGANIZATION MAINTAINS SIGNED FORMS FOR FUTURE REFERENCE.

FORM 990, PART VI, SECTION B, LINE 15

PART VI, SECTION B. POLICIES, QUESTIONS 15A AND 15B: THE ORGANIZATION DOES NOT COMPENSATE ANY EMPLOYEES AND THERFORE DOES NOT MAINTAIN ANY COMPENSATION POLICIES.

FORM 990, PART VI, SECTION C, LINE 18

THE ORGANIZATION'S FORM 990, ORGANIZATIONAL DOCUMENTS, AND FORM 1023 ARE AVAILABLE UPON REQUEST.

FORM 990, PART VI, SECTION C, LINE 19

THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICIES, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.

FORM 990, PART XII, LINE 2C

FINANCE COMITTEE - THE BOARD OF TRUSTEES HAS CONSTITUTED A FINANCE COMMITTEE. IN PRIOR YEARS THE RELATED ORGANIZATION ENGAGES INDEPENDENT AUDITORS TO AUDIT THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND THE RELATED ORGANIZATION. THE RELATED ORGANIZATION MONITORS THE AUDIT PROCESS. THE ORGANIZATION REVIEWS THE RESULTS OF THE AUDIT. DURING THE YEAR ENDED JUNE 30, 2014, THE RELATED ORGANIZATION IMPLEMENTED A NEW POLICY WHERE THEY WILL ENGAGE INDEPENDENT AUDITORS EVERY 2 YEARS. AN AUDIT WAS PERFORMED FOR THE YEAR ENDED JUNE 30, 2017.

990 PART VI, SECTION B POLICIES, QUESTION 13

WHISTLEBLOWER POLICY - THE ORGANIZATION DOESN'T MAINTAIN A WHISTLEBLOWER POLICY AS THE ORGANIZATION HAS NO EMPLOYEES.

FORM 990, SCHEDULE O

FORM 5471 FILING REQUIREMENT - THE ORGANIZATION'S FORM 5471 FILING REQUIREMENT WITH RESPECT TO ITS OWNERSHIP IN SRI OVERSEAS PARTNERS, L.P. HAS BEEN MET BY BBT CAPITAL MANAGEMENT, L.L.C., 201 MAIN STREET, SUITE 2300, FORT WORTH, TEXAS 76102. THE EIN OF BBT CAPITAL MANAGEMENT, L.L.C. IS 41-2028120 AND IT FILES ITS TAX RETURN IN OGDEN, UT.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2016

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