SIOR FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SIOR FOUNDATION (EIN 52-0808480)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-06-17
- IRS object ID
- 202631689349301853
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-17T17:01:54-05:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 NORTH GLEBE ROAD SUITE 1200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520808480 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIOR | BusinessNameControlTxt |
| Phone | 2024498208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 NEW YORK AVENUE NW 703 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THEODORE KONIGSBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2024498208 | PhoneNum |
| Signature | 2026-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHICHI MSANGI | PreparerPersonNm |
| PTIN | P01972113 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2026-06-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THEODORE KONIGSBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 NEW YORK AVENUE NW 703 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,962,606 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SIORFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, ENHANCE & EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $420,924 | PYContributionsGrantsAmt |
| CY Contributions Grants | $481,259 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $374,989 | PYInvestmentIncomeAmt |
| CY Investment Income | $310,941 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,791 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $797,704 | PYTotalRevenueAmt |
| CY Total Revenue | $792,200 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $390,431 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $426,937 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $137,326 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $140,062 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $57,911 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $194,286 | PYOtherExpensesAmt |
| CY Other Expenses | $250,179 | CYOtherExpensesAmt |
| PY Total Expenses | $722,043 | PYTotalExpensesAmt |
| CY Total Expenses | $817,178 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $75,661 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$24,978 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,093,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,508,852 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $188,309 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $181,719 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,905,500 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,327,133 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROMOTE AND SUPPORT INITIATIVES THAT EDUCATE, ENHANCE AND EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $238,600 | ExpenseAmt |
| Grant | $237,702 | GrantAmt |
| Desc | GRANTS TO SIOR AND NON-PROFIT ENTITIES FOR SUPPORT OF REAL ESTATE EDUCATION AND LEADERSHIP TRAINING. TO SUPPORT COMMERCIAL REAL ESTATE ARTICLES IN A QUARTERLY PUBLICATION THAT REACHED OVER 4,000 PROFESSIONALS PER ISSUE IN CIRCULATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $89,705 | ExpenseAmt |
| Grant | $89,705 | GrantAmt |
| Desc | SIOR CHAPTER MATCHING SCHOLARSHIP PROGRAM: TO ENCOURAGE AND ASSIST THE BEST AND BRIGHTEST STUDENTS STUDYING COMMERCIAL REAL ESTATE. SUPPORTED 18 SIOR CHAPTERS IN THE U.S. AND CANADA IN SUPPORTING 60+ STUDENTS AT 31 EDUCATIONAL INSTITUTIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $50,000 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Desc | SIOR CHAPTER MATCHING EDUCATIONAL SPEAKERS AND COMMUNITY PROGRAMS: TO ASSIST SIOR CHAPTERS IN EDUCATING COMMERCIAL REAL ESTATE PROFESSIONALS AND INDUSTRY STAKEHOLDERS, AND TO ENHANCE PUBLIC EDUCATION, UNDERSTANDING, AND AWARENESS OF THE INDUSTRY. SUPPORTED 2 SIOR CHAPTERS AND 6 REGIONS AROUND THE U.S., CANADA, & EUROPE TO PROVIDE 8 COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS WITH LEADING INDUSTRY EXPERT SPEAKERS THAT IMPACTED OVER 2,000 COMMERCIAL REAL ESTATE PROFESSIONALS AND STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $30,419 | $27,535 | STUDENT REAL ESTATE EXPERIENCE PROGRAM: TO PROVIDE A PROGRAM THAT WILL ENABLE UNDERGRADUATE AND GRADUATE STUDENTS TO ATTEND INDUSTRY WIDE CONFERENCES AS WELL AS REGIONAL AND CHAPTER EVENTS IN ORDER TO PROMOTE THE COMMERCIAL REAL ESTATE INDUSTRY AS A VIABLE AND EXCITING CAREER OPTION TO POTENTIAL PROFESSIONALS. |
| $21,995 | $21,995 | MILDRED C. HANSON, SIOR MEMORIAL SCHOLARSHIP PROGRAM: TO ENCOURAGE AND ASSIST FEMALE STUDENTS IN OBTAINING AN EDUCATION THAT WILL LEAD THEM INTO PRODUCTIVE CAREERS IN THE REAL ESTATE INDUSTRY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $52,414 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $49,530 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $430,719 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CORRINE NOWAK | PersonNm |
| Phone | 2024498208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 NEW YORK AVE NW STE 307 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RICHARD SLEASMAN | ||||||
| IMM PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THEODORE KONIGSBERG | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KRAIG HEETER | ||||||
| PRESIDENT-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STAN KLEWENO | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM BURGESS | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH BARNA | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KEVIN CROWLEY | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHRIS CURTIS | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ALLEN GUMP | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVID HAGAN | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PETER HANSON | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| THOMAS MCCORMICK III | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ALBERT MCNEEL | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RANDALL WALKER | ||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | |
| AARON BARNARD | ||||||
| EMERITUS | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BILL GINDER | ||||||
| EMERITUS | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL OHMES | ||||||
| EMERITUS | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LYNN REICH | ||||||
| EMERITUS | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN ADAMS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ADRIAN ARRIAGA | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KIM BAKER | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN BARKER JR | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JIM BIJOU | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL CAPOBIANO | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARK DUCLOS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL FALK | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ERIC FLESKE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHRIS GARCIA | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BLAKE GARRETT | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARK GOODE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TRIMBLE GREEN | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ALFREDO GUTIERREZ | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM HANSON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE HUDSON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MELANIE JACKSON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TOM KENNEDY | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW LEGUEN DE LACROIX | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BRIAN LIGHTLE | ||||||
| TRUSTEE (UNTIL 12/24) | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MCFALL | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| J ANDREW MILLS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW OLSON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DANIEL PALMERI | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PETER RICHARDSON | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JEFF WILKE | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOSHUA WYSS | ||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CORRINE NOWAK | ||||||
| DIRECTOR | 37.50 | Yes (X) | $103,124 | $0 | $24,739 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $103,124 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,739 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $481,259 | AllOtherContributionsAmt |
| Total Contributions | $481,259 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,339 | TotalRevenueColumnAmt |
| Exclusion | $151,339 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,330,008 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,170,406 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $159,602 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $159,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $159,602 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $792,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $159,602 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $151,339 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,446 | TotalAmt |
| Program Services | $322,446 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,995 | TotalAmt |
| Program Services | $21,995 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,496 | TotalAmt |
| Program Services | $82,496 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,062 | TotalAmt |
| Program Services | $3,633 | ProgramServicesAmt |
| Management And General | $124,652 | ManagementAndGeneralAmt |
| Fundraising | $11,777 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,206 | TotalAmt |
| Management And General | $51,206 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,052 | TotalAmt |
| Management And General | $44,052 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,746 | TotalAmt |
| Management And General | $31,746 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Management And General | $45,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,790 | TotalAmt |
| Program Services | $149 | ProgramServicesAmt |
| Management And General | $12,208 | ManagementAndGeneralAmt |
| Fundraising | $7,433 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,593 | TotalAmt |
| Management And General | $4,593 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,490 | TotalAmt |
| Management And General | $4,490 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,826 | TotalAmt |
| Management And General | $10,601 | ManagementAndGeneralAmt |
| Fundraising | $10,225 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONEVENT FUNDRAISING EX | Desc |
| Total | $28,476 | TotalAmt |
| Fundraising | $28,476 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,178 | TotalAmt |
| Program Services | $430,719 | ProgramServicesAmt |
| Management And General | $328,548 | ManagementAndGeneralAmt |
| Fundraising | $57,911 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,441 | BOYAmt |
| EOY | $65,608 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,835 | BOYAmt |
| EOY | $300,996 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,576 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,680 | BOYAmt |
| EOY | $1,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $56,569 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,569 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,593,689 | BOYAmt |
| EOY | $8,112,255 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,164 | BOYAmt |
| EOY | $21,667 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,093,809 | BOYAmt |
| EOY | $8,508,852 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,434 | BOYAmt |
| EOY | $36,694 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,806 | BOYAmt |
| EOY | $115,347 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,069 | BOYAmt |
| EOY | $29,678 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,309 | BOYAmt |
| EOY | $181,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,271,760 | BOYAmt |
| EOY | $7,677,388 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $633,740 | BOYAmt |
| EOY | $649,745 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,905,500 | BOYAmt |
| EOY | $8,327,133 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,093,809 | BOYAmt |
| EOY | $8,508,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$24,978 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $446,611 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $348,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $485,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $476,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $420,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $481,259 | CurrentTaxYearAmt |
| Total | $2,213,249 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $348,596 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $485,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $476,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $420,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $481,259 | CurrentTaxYearAmt |
| Total | $2,213,249 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $78,344 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,134,905 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,635 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $151,339 | CurrentTaxYearAmt |
| Total | $613,011 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,826,260 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,965 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,569 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,569 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO SIOR | Desc |
| Amt | $29,678 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,678 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,197,339 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $446,611 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,580 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $449,191 | RevenueNotReportedAmt |
| Revenue Subtotal | $748,148 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $44,052 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $44,052 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $792,200 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $775,706 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,580 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $2,580 | ExpensesNotReportedAmt |
| Expenses Subtotal | $773,126 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $44,052 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $44,052 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $817,178 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. DURING FISCAL YEARS 2025 AND 2024, THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN ACCRUED IN THESE FINANCIAL STATEMENTS. THE FOUNDATION FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, AND ITS TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $31,000 |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | $51,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $82,496 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $82,496 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| NORTH AMERICA | CREATION OF ENDOWED SCHOLARSHIPS | $25,000 | CHECK | $0 | N/A | N/A |
| NORTH AMERICA | EDUCATIONAL SCHOLARSHIPS | $6,000 | CHECK | $0 | N/A | N/A |
| EUROPE | TO SUPPORT INTERNATIONAL REAL ESTATE COMPETITION | $37,602 | WIRE TRANSFER | $0 | N/A | N/A |
| EUROPE | ESTABLISHMENT OF REAL ESTATE PROGRAM | $10,600 | WIRE TRANSFER | $0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUIRES EITHER AN APPLICATION FOR REIMBURSEMENT OF FUNDS AWARDED TO SCHOLARSHIP RECIPIENTS OR USED IN PROGRAM EXPENSES INCLUDING PROOF OF RECEIPTS, SCHOLARSHIP APPLICATIONS OR PROMOTIONAL MATERIALS, OR PLANS SHOWING DETERMINED AWARD RECIPIENTS, SCHOLARSHIP PROGRAM DETAILS, AND ANTICIPATED DATE OF AWARDS ANNOUNCEMENTS. THE FOUNDATION ALSO REQUIRES PROGRESS/STATUS REPORTS AND FINANCIAL REPORTS DURING AND AFTER PHASES OF GRANT DISTRIBUTION. ALL GRANTS INFORMATION IS SHARED WITH AND REVIEWED BY THE BOARD OF TRUSTEES SEMI-ANNUALLY. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CREI EVENTS LLC | |||||||||||
| 4640 BRUNNING COURT | DUNWOODY | GA | 30338 | 862143548 | $9,500 | $0 | N/A | N/A | TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS | ||
| SIOR ARIZONA CHAPTER | |||||||||||
| 2390 E CAMELBACK RD STE 100 | PHOENIX | AZ | 85016 | 471826078 | $5,250 | $0 | N/A | N/A | TO SUPPORT THREE STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. | 501C(6) | |
| SIOR CAROLINAS CHAPTER | |||||||||||
| 23 OAK BRANCH DR | GREENSBORO | NC | 27407 | 561304185 | $26,484 | $0 | N/A | N/A | TO SUPPORT STUDENTS ENROLLED AT TWO ACCREDITED MRE PROGRAMS; TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS; TO SUPPORT 19 STUDENTS' ATTENDANCE AT INDUSTRY RELATED EVENTS | 501C(6) | |
| SIOR CONNECTICUT CHAPTER | |||||||||||
| 103 MILL PLAIN RD | DANBURY | CT | 06811 | 472479704 | $9,377 | $0 | N/A | N/A | TO SUPPORT FOUR STUDENTS STUDYING AT AN ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES; TO SUPPORT SIX STUDENTS' ATTENDANCE AT INDUSTRY RELATED EVENTS | 501C(6) | |
| SIOR GREATER LA CHAPTER | |||||||||||
| 16830 VENTURA BLVD STE J | ENCINO | CA | 91436 | 953668753 | $6,503 | $0 | N/A | N/A | TO SUPPORT TWO STUDENTS STUDYING AT AN ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES; TO SUPPORT ONE STUDENT'S ATTENDANCE AT INDUSTRY RELATED EVENTS | 501C(6) | |
| SIOR MDDCNOVA CHAPTER | |||||||||||
| 6801 OAK HALL LANE | COLUMBIA | MD | 21045 | 521313308 | $10,000 | $0 | N/A | N/A | TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS | 501C(6) | |
| SIOR MINNESOTA CHAPTER | |||||||||||
| 225 S 6TH ST STE 4760 | MINNEAPOLIS | MN | 55402 | 270683839 | $6,000 | $0 | N/A | N/A | TO SUPPORT TWO STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. | 501C(6) | |
| SIOR NORTH TEXAS CHAPTER | |||||||||||
| 5950 BERKSHIRE LN STE 500 | DALLAS | TX | 75225 | 472225107 | $8,000 | $0 | N/A | N/A | TO SUPPORT TEN STUDENTS STUDYING AT THREE ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. | 501C(6) | |
| SIOR OREGON CHAPTER | |||||||||||
| 6745 SW HAMPTON | PORTLAND | OR | 97223 | 262395250 | $6,000 | $0 | N/A | N/A | TO SUPPORT ONE STUDENT ENROLLED AT AN ACCREDITED MRE PROGRAMS | 501C(6) | |
| SIOR PHILADELPHIA CHAPTER | |||||||||||
| 500 NORTH 12TH ST | LEMOYNE | PA | 17043 | 237182740 | $8,000 | $0 | N/A | N/A | TO SUPPORT FOUR STUDENTS STUDYING AT THREE ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. | 501C(6) | |
| SIOR SAN DIEGO CHAPTER | |||||||||||
| 4653 CARMEL MOUNTAIN RD SUITE 308 | SAN DIEGO | CA | 92130 | 330720368 | $8,000 | $0 | N/A | N/A | TO SUPPORT TWO STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS | 501C(6) | AA10 |
| SIOR WASHINGTON CHAPER | |||||||||||
| 12131 113TH AVE NE STE 100 | KIRKLAND | WA | 98034 | 911567593 | $10,000 | $0 | N/A | N/A | TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS | 501C(6) | |
| SOCIETY OF INDUSTRIAL AND OFFICE REALTORS | |||||||||||
| 1307 NEW YORK AVE NW STE 703 | WASHINGTON | DC | 20005 | 530184820 | $118,000 | $0 | N/A | N/A | TO SUPPORT INFORMATIVE ARTICLES ON TIMELY, RELEVANT TOPICS IN COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS. TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS. | 501C(6) | |
| THE GOLDIE INITIATIVE | |||||||||||
| 485 HALF DAY RD STE 350 | BUFFALO GROVE | IL | 60089 | 474018659 | $7,500 | $0 | N/A | N/A | TO SUPPORT PROGRAM DEDICATED TO REDEFINING THE COMMERCIAL REAL ESTATE INDUSTRY BY ELEVATING AND ADVANCING THE CAREERS OF WOMEN WITH HIGH POTENTIAL. | 501C(3) | |
| UNC CHARLOTTE | |||||||||||
| 8724 UNIVERSITY CITY BOULEVARD | CHARLOTTE | NC | 28213 | 566059417 | $25,000 | $0 | N/A | N/A | TO HELP ESTABLISH ENDOWED SCHOLARSHIP FOR STUDENTS ENGAGED IN REAL ESTATE STUDIES | 501C(3) | |
| SIOR WISCONSIN | |||||||||||
| 250 E WISCONSIN AVE | MILWAUKEE | WI | 53202 | 500604340 | $8,000 | $0 | N/A | N/A | TO SUPPORT TWO STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS | 501C(6) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 14 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SCHOLARSHIPS | 2 | $16,000 | N/A | N/A |
| CONFERENCE ATTENDANCE | 3 | $5,995 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUIRES EITHER AN APPLICATION FOR REIMBURSEMENT OF FUNDS AWARDED TO SCHOLARSHIP RECIPIENTS OR USED IN PROGRAM EXPENSES INCLUDING PROOF OF RECEIPTS, SCHOLARSHIP APPLICATIONS OR PROMOTIONAL MATERIALS, OR PLANS SHOWING DETERMINED AWARD RECIPIENTS, SCHOLARSHIP PROGRAM DETAILS, AND ANTICIPATED DATE OF AWARDS ANNOUNCEMENTS. THE FOUNDATION ALSO REQUIRES PROGRESS/STATUS REPORTS AND FINANCIAL REPORTS DURING AND AFTER PHASES OF GRANT DISTRIBUTION. ALL GRANTS INFORMATION IS SHARED WITH AND REVIEWED BY THE BOARD OF TRUSTEES SEMI-ANNUALLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII, SECTION A, LINE 1 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION FOR CORRINE NOWAK, DIRECTOR, IS THROUGH THE UNRELATED ORGANIZATION, SOCIETY OF INDUSTRIAL & OFFICE REALTORS, SIOR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, TREASURER, THE IMMEDIATE PAST PRESIDENT, AND THE CHAIRS OF THE REMAINING STANDING COMMITTEES. THE EXECUTIVE COMMITTEE SHALL BE CHAIRED BY THE PRESIDENT AND SHALL PERFORM THE DAY-TO-DAY MANAGEMENT OF THE CORPORATION AND SHALL FORMULATE POLICY TO PROPOSE FOR ACTION TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN ADAMS, DAVID HAGAN, DANIEL PALMERI, AND RICHARD SLEASMAN - BUSINESS RELATIONSHIP H. ALLEN GUMP, LYNN REICH, AND MICHAEL FALK - BUSINESS RELATIONSHIP AARON BARNARD, MELANIE JACKSON, AND JOSHUA WYSS - BUSINESS RELATIONSHIP TOM KENNEDY, KEVIN CROWLEY, WILLIAM HANSON, PETER HANSON, TRIMBLEGREEN, AND JEFF WILKE - BUSINESS RELATIONSHIP PETER HANSON AND WILLIAM HANSON - FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING THE TAX YEAR, THE SIOR FOUNDATION REVIEWED AND APPROVED UPDATED BYLAWS (APPROVED OCTOBER 2024). A COMPARISON OF THE REVISED BYLAWS TO THE PRIOR VERSION REFLECTS THAT NO MATERIAL GOVERNANCE, FIDUCIARY, OR OPERATIONAL CHANGES WERE MADE. THE UPDATES PRIMARILY CONSISTED OF: TERMINOLOGY ALIGNMENT TO REFLECT CURRENT SIOR MEMBERSHIP CLASSIFICATIONS (E.G., REPLACING "ASSOCIATE AFFILIATE" WITH "AFFILIATE" WHERE APPLICABLE). EDITORIAL AND FORMATTING CORRECTIONS, INCLUDING MINOR TYPOGRAPHICAL EDITS AND PAGINATION. PROCEDURAL FLEXIBILITY ENHANCEMENTS, INCLUDING REMOVAL OF PRESCRIPTIVE TIMING LANGUAGE RELATED TO PAST PRESIDENTS COMMITTEE NOMINATION PROCESSES, WITHOUT CHANGING THE COMMITTEE'S AUTHORITY OR RESPONSIBILITIES. CLARIFYING LANGUAGE RELATED TO COMMITTEE TERMS AND OFFICER ELIGIBILITY, CONSISTENT WITH EXISTING PRACTICES. THE REVISED BYLAWS DID NOT CHANGE: THE SIZE, COMPOSITION, OR VOTING AUTHORITY OF THE BOARD OF TRUSTEES; TRUSTEE TERM LENGTHS, ELIGIBILITY REQUIREMENTS, OR REMOVAL STANDARDS; OFFICER ROLES, SUCCESSION, OR ELECTION AUTHORITY; INVESTMENT OVERSIGHT, SPENDING POLICIES, OR FINANCIAL CONTROLS; INDEMNIFICATION PROVISIONS OR 501(C)(3) COMPLIANCE SAFEGUARDS. THE BOARD OF TRUSTEES DETERMINED THAT THE AMENDMENTS WERE NON SUBSTANTIVE AND WERE ADOPTED TO IMPROVE CLARITY, CONSISTENCY, AND ALIGNMENT WITH CURRENT ORGANIZATIONAL PRACTICES. COPIES OF THE BYLAWS ARE MAINTAINED IN THE FOUNDATION'S RECORDS AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT REVIEWS AND DISTRIBUTES THE DRAFT FORM 990 AND SUPPORTING SCHEDULES TO THE EXECUTIVE COMMITTEE FOR REVIEW, COMMENT, AND CORRECTIONS. THE FINAL DRAFT IS DISTRIBUTED TO THE FOUNDATION BOARD OF TRUSTEES FOR REVIEW AND COMMENT UP TO ONE WEEK PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION ADOPTED A DOCUMENT RETENTION AND DESTRUCTION POLICY, A WHISTLEBLOWER POLICY, A CODE OF CONDUCT, AND A CONFLICT-OF-INTEREST POLICY. THESE ARE PRESENTED AND REVIEWED SEMI-ANNUALLY AT BOARD MEETINGS. ALL TRUSTEES AND OFFICERS RECEIVE ANNUALLY A CONFLICT OF INTEREST/STATEMENT OF DISCLOSURE AND CONFLICT OF INTEREST QUESTIONNAIRE THAT ALL ARE REQUIRED TO COMPLETE AND SUBMIT TO THE SIOR FOUNDATION OFFICE. THE DISCLOSURES ARE KEPT ON FILE AND USED TO MAKE REQUIRED DISCLOSURES ON THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE FILING ORGANIZATION RELIED ON A UNRELATED ORGANIZATION FOR THE PURPOSES OF DETERMINING COMPENSATION. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES TO ESTABLISH COMPENSATION OF THE FOUNDATION DIRECTOR: EXECUTIVE COMMITTEE (IN LIEU OF A COMPENSATION COMMITTEE), COMPENSATION SURVEY OR STUDY, AND APPROVAL BY BOARD OR EXECUTIVE COMMITTEE. EMPLOYEES ARE SHARED WITH THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR (SIOR) AND THEREFORE, THE COMPENSATION IS PAID BY SIOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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