2023-07-07T13:19:22-05:00 2022-08-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2021-09-01 520808480 SIOR FOUNDATION SIOR 2024498208 1201 NEW YORK AVENUE NW 350 WASHINGTON DC 20005 RICHARD SLEASMAN PRESIDENT 2024498208 2023-07-06 1 RICHARD SLEASMAN XXX-XX-XXXX ROBERT WILLIAMS P01345960 5712279500 2023-07-06 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z RICHARD SLEASMAN 210 WASHINGTON AVENUE EXTENSION STE 201 ALBANY NY 12203 2299838 0 X WWW.SIORFOUNDATION.ORG X 1962 IL PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, ENHANCE & EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY. 40 40 0 40 0 0 348596 485564 0 0 129802 915863 1039 1485 479437 1402912 217975 364994 0 0 55149 79071 0 0 51502 116333 142501 389457 586566 89980 816346 7527340 6677357 48390 112152 7478950 6565205 X PROMOTE AND SUPPORT INITIATIVES THAT EDUCATE, ENHANCE AND EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY. 1 0 161966 160071 1485 GRANTS TO SIOR AND NON-PROFIT ORGANIZATIONS 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. TO SUPPORT HIGH QUALITY TRAINING THAT ENHANCES PROFESSIONAL AND PERSONAL LEADERSHIP SKILLS OF CORPORATE REAL ESTATE PROFESSIONALS. TO CREATE ENDOWED SCHOLARSHIPS AT REAL ESTATE SCHOOLS. 90882 89588 SIOR CHAPTER MATCHING SCHOLARSHIP PROGRAM: TO ENCOURAGE AND ASSIST THE BEST AND BRIGHTEST STUDENTS STUDYING COMMERCIAL REAL ESTATE. SUPPORTED 20 SIOR CHAPTERS IN THE U.S. AND SUPPORTING 70+ STUDENTS AT 32 EDUCATIONAL INSTITUTIONS AROUND THE U.S. 31166 31090 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 6 SIOR CHAPTERS AND 3 REGIONS AROUND THE U.S., CANADA, TO PROVIDE 10 COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS WITH LEADING INDUSTRY EXPERT SPEAKERS THAT IMPACTED OVER 1,400 COMMERCIAL REAL ESTATE PROFESSIONALS AND STUDENTS. 74850 72765 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. 285 DAVID T. HOUSTON, JR. SIOR MEMORIAL SCHOLARSHIP PROGRAM: TO ENCOURAGE, PROMOTE, AND SUPPORT ADULT CONTINUING EDUCATION IN COMMERCIAL REAL ESTATE. 14146 11480 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. 89281 84245 373295 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 40 40 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA IL NY X CORRINE NOWAK 2024498208 1201 NEW YORK AVENUE NW SUITE 350 WASHINGTON DC 20005 ELIZABETH KOENST LOKKEN EXECUTIVE DIRECTOR 1.90 40.00 X 3750 154640 35328 CORRINE NOWAK DIRECTOR 20.00 20.00 X 0 78634 26811 ALBERT M MCNEEL PRESIDENT 1.00 X X 0 0 0 BARBARA JOHNSON VICE PRESIDENT, CHAIR - PU 1.00 X X 0 0 0 RICHARD SLEASMAN PRESIDENT-ELECT 1.00 X X 0 0 0 STAN KLEWENO TREASURER 1.00 X X 0 0 0 PETER O HANSON CHAIR - ADVISORY COMMITTEE 1.00 X 0 0 0 THEODORE KONIGSBERG CHAIR - GRANT & SCHOLARSHI 1.00 X 0 0 0 AARON BARNARD PAST PRESIDENT 0.50 X 0 0 0 BILL GINDER PAST PRESIDENT 0.50 X 0 0 0 CHRISTOPHER CURTIS PAST PRESIDENT 0.50 X 0 0 0 DAVID HAGAN PAST PRESIDENT 0.50 X 0 0 0 H ALLEN GUMP PAST PRESIDENT 0.50 X 0 0 0 J PETER WHATMORE PAST PRESIDENT 0.50 X 0 0 0 JOSEPH V BARNA PAST PRESIDENT 0.50 X 0 0 0 KEVIN CROWLEY PAST PRESIDENT 0.50 X 0 0 0 LYNN REICH PAST PRESIDENT 0.50 X 0 0 0 MICHAEL OHMES PAST PRESIDENT 0.50 X 0 0 0 RANDALL WALKER PAST PRESIDENT 0.50 X 0 0 0 ROBERT STANIFORTH PAST PRESIDENT 0.50 X 0 0 0 THOMAS MCCORMICK PAST PRESIDENT 0.50 X 0 0 0 ADRIAN ARRIAGA TRUSTEE 0.50 X 0 0 0 CHRISTOPHER GARCIA TRUSTEE 0.50 X 0 0 0 DANIEL DOHERTY TRUSTEE 0.50 X 0 0 0 DAVID SCHILLER TRUSTEE 0.50 X 0 0 0 GARRY BOBKE TRUSTEE 0.50 X 0 0 0 JACK O'DONOGHUE TRUSTEE 0.50 X 0 0 0 JESSE LAIKIN TRUSTEE 0.50 X 0 0 0 JOHN BARKER JR TRUSTEE 0.50 X 0 0 0 KRAIG HEETER TRUSTEE 1.00 X 0 0 0 MARK GOODE TRUSTEE 0.50 X 0 0 0 MATTHEW LEGUEN DE LACROIX TRUSTEE 0.50 X 0 0 0 MATTHEW OLSON TRUSTEE 0.50 X 0 0 0 MICHAEL CAPOBIANCO TRUSTEE 0.50 X 0 0 0 MICHAEL FALK TRUSTEE 0.50 X 0 0 0 NANCY MORSE TRUSTEE 0.50 X 0 0 0 PETER RICHARDSON TRUSTEE 0.50 X 0 0 0 ROBERT DIKMAN TRUSTEE 0.50 X 0 0 0 ROBERT HORN TRUSTEE 0.50 X 0 0 0 TERRY SMITH TRUSTEE 0.50 X 0 0 0 WILLIAM BURGESS TRUSTEE 0.50 X 0 0 0 WILLIAM HANSON TRUSTEE 0.50 X 0 0 0 3750 233274 62139 0 0 1 0 0 485564 36420 485564 105325 105325 1707464 896926 810538 810538 810538 SCHOLARSHIP ADMIN FEES 561000 1485 1485 1485 1402912 1485 0 915863 312324 312324 17765 17765 34905 34905 5000 5000 54949 3862 41040 10047 15357 1157 11248 2952 3765 241 2898 626 17167 17167 36321 36321 24900 24900 9167 2064 7103 175 175 4040 4040 13041 13041 3333 3333 NON-EVENT FUNDRAISING E 23287 23287 PHONATHON 7487 7487 DAVID HOUSTON FUND 285 285 3298 2756 542 586566 373295 161769 51502 50799 35211 137039 656713 6000 5000 25000 3527 6657 56569 52124 7778 4445 7306481 5928635 15716 15696 7527340 6677357 16481 17277 19579 69888 12330 24987 48390 112152 X 6855614 5954979 623336 610226 7478950 6565205 7527340 6677357 816346 -1730091 0 X 0 1 X 1 0 X 330304 373267 387983 348596 485564 1925714 330304 373267 387983 348596 485564 1925714 58025 1867689 73408 80924 87440 93635 105325 440732 2366446 6615 0.78920 0.80170 X SCHEDULE A, PART II, SECTION B, LINE 12: SCHOLARSHIP FUNDS' ADMINISTRATION FEES. THE FOUNDATION ASSESSES AN ANNUAL ADMINISTRATION FEE EQUAL TO 15% OF THE RESPECTIVE FUNDS' INVESTMENT INTEREST AS OF FISCAL YEAR-END FROM EACH OF THE MILDRED C. HANSON, SIOR MEMORIAL SCHOLARSHIP FUND; THE DAVID T. HOUSTON JR. SIOR MEMORIAL SCHOLARSHIP FUND. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56569 52124 4445 4445 DUE TO SIOR 24987 24987 X -317297 -1730091 46203 -1683888 1366591 36321 36321 1402912 596448 46203 46203 550245 36321 36321 586566 PART X, LINE 2: 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 2022 AND 2021, 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. 1 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION N/A 6350 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION N/A 28555 0 0 0 0 0 0 34905 0 34905 EUROPE TO SUPPORT TEN STUDENTS' ATTENDANCE AT INDUSTRY RELATED EVENTS. 6350 WIRE TRANSFER 0 N/A N/A NORTH AMERICA - NONE U.S. TO SUPPORT ESTABLISHMENT OF AN ENDOWED SCHOLARSHIP FOR REAL ESTATE STUDENTS 28555 CHECK 0 N/A N/A 1 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 SIOR WESTERN MISSOURIKANSAS CHAPTER 1100 WALNUT STE 2000 KANSAS CITY MO 64106 800611868 501(C)(6) 5000 0 N/A N/A TO SUPPORT TWO STUDENTS STUDYING AT AN ACCREDITED UNIVERSITYS IN REAL ESTATE RELATED DEGREES. SIOR MINNESOTA CHAPTER 225 S 6TH ST STE 4760 MINNEAPOLIS MN 55402 270683839 501(C)(6) 9000 0 N/A N/A TO SUPPORT SIX STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. SIOR OREGON CHAPTER 6745 SW HAMPTON STE 101 PORTLAND OR 97223 262395230 501(C)(6) 6000 0 N/A N/A TO SUPPORT SIX STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES. SIOR CAROLINAS CHAPTER 23 OAK BRANCH DR GREENSBORO NC 27407 561304185 501(C)(6) 9797 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 THREE STUDENTS' ATTENDANCE AT INDUSTRY RELATED EVENTS. SIOR CONNECTICUT CHAPTER 103 MILL PLAIN RD DANBURY CT 06811 472479704 501(C)(6) 12460 0 N/A N/A TO SUPPORT FIVE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY 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; TO SUPPORT TWO STUDENTS' ATTENDANCE AT INDUSTRY RELATED EVENTS. SIOR PHILADELPHIA CHAPTER 500 NORTH 12TH ST LEMOYNE PA 17043 237182740 501(C)(6) 6000 0 N/A N/A TO SUPPORT THREE STUDENTS STUDYING AT THREE ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. SIOR FLORIDA CHAPTER 777 BRICKELL AVE STE 900 MIAMI FL 33131 204369236 501(C)(6) 16205 0 N/A N/A TO SUPPORT STUDENTS ENROLLED IN AN ACCREDITED MRE PROGRAM; TO SUPPORT TWO STUDENTS' ATTENDANCE AT INDUSTRY RELATED EVENTS. SOCIETY OF INDUSTRIAL AND OFFICE REALTORS 1201 NEW YORK AVE NW STE 350 WASHINGTON DC 20005 530184820 501(C)(6) 45071 0 N/A N/A TO SUPPORT INFORMATIVE ARTICLES ON TIMELY, RELEVANT TOPICS IN COMMERCIAL REAL ESTATE AND TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS. REAL ESTATE EXECUTIVE COUNCIL 330 N WABASH AVE 23RD FL CHICAGO IL 60611 830351380 501(C)(6) 50000 0 N/A N/A TO SUPPORT SUMMER ACADEMIC PROGRAM FOR UNDERSERVED AND DISADVANTAGED HIGH SCHOOL STUDENTS SIOR NORTH TEXAS CHAPTER 5950 BERKSHIRE LN STE 500 DALLAS TX 75225 472225107 501(C)(6) 10000 0 N/A N/A TO SUPPORT FOURTEEN STUDENTS STUDYING AT THREE ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. SIOR HOUSTONGULF COAT CHAPTER 1233 WEST LOOP SOUTH SUITE 900 HOUSTON TX 77027 582667155 501(C)(6) 6000 0 N/A N/A TO SUPPORT FOUR STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES. TEXAS A&M FOUNDATION 401 GEORGE BUSH DR COLLEGE STATION TX 77840 742245072 501(C)(3) 25000 0 N/A N/A TO SUPPORT ESTABLISHMENT OF AN ENDOWED SCHOLARSHIP FOR REAL ESTATE STUDENTS MONTCLAIR STATE UNIVERSITY FOUNDATION 1 NORMAL AVENUE MONTCLAIR NJ 07043 226017209 501(C)(3) 55000 0 N/A N/A TO SUPPORT ESTABLISHMENT OF AN ENDOWED SCHOLARSHIP FOR REAL ESTATE STUDENTS SIOR OHIO CHAPTER PO BOX 429 MOUNT ORAB OH 45154 900340336 501(C)(6) 12000 0 N/A N/A TO SUPPORT TWO STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY; TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS SIOR IDAHO CHAPTER 1880 S COBALT POINT WAY STE 200 MERIDIAN IN 83642 300856327 501(C)(6) 5000 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 CHICAGO CHAPTER 214 N HALE ST WHEATON IL 60187 311725163 501(C)(6) 6000 0 N/A N/A TO SUPPORT FOUR STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES. 2 14 SCHOLARSHIP 2 16000 1765 CASH CONFERENCE ATTENDANCE PART I, LINE 2: 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. 0 0 0 0 0 0 0 0 0 ELIZABETH KOENST LOKKEN EXECUTIVE DIRECTOR 3750 143640 0 11000 0 0 0 14364 0 20964 3750 189968 0 0 PART I, LINE 3 THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR THE PURPOSES OF DETERMINING COMPENSATION. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: EXECUTIVE COMMITTEE (IN LIEU OF A COMPENSATION COMMITTEE), WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY BOARD OR EXECUTIVE COMMITTEE. PART VII, SECTION A, LINE 1A: EMPLOYEES ARE SHARED WITH THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR (SIOR) AND THEREFORE, THE COMPENSATION IS PAID BY SIOR. SIOR DONATES HOURS FROM THE EXECUTIVE DIRECTOR; THEIR TIME IS CONSIDERED AS AN IN-KIND DONATION. X 3 36420 SALES PRICE 0 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENTS NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 2 THE UKRAINIAN SCHOLARSHIP FUND WAS ESTABLISHED TO SPECIFICALLY SUPPORT UKRAINIAN STUDENTS IN COMMERCIAL REAL ESTATE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, FIRST 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 PETER O. HANSON AND WILLIAM HANSON HAVE FAMILY RELATIONS. DAVID B. HAGAN, BARBARA JOHNSON, J. PETER WHATMORE, AND RICHARD SLEASMAN WORK FOR THE SAME COMPANY. DANIEL J. DOHERTY, H. ALLEN GUMP, CHRISTOPHER KIRK, LYNN E. REICH, AND TERRY E. SMITH, MICHAEL FALK WORK FOR THE SAME COMPANY. DAVID L. SCHILLER, AARON BARNARD, AND MICHAEL OHMES WORK FOR THE SAME COMPANY. CHRIS GARCIA AND JESSE LAIKIN WORK FOR THE SAME COMPANY. GARRY BOBKE, ROBERT STANIFORTH, PETER HANSON AND WILLIAM HANSON WORK FOR THE SAME COMPANY. FORM 990, PART VI, SECTION A, LINE 4 PAST PRESIDENTS OF THE FOUNDATION SHALL REMAIN FULL VOTING MEMBERS OF THE BOARD OF TRUSTEES, EX OFFICIO, AS LONG AS THEY MAINTAIN AN ACTIVE MEMBERSHIP IN THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS AND 1) ACTIVELY PARTICIPATE IN FOUNDATION FUNDRAISING ENDEAVORS, TO INCLUDE THE ANNUAL PHONATHON 2) ATTEND, AT MINIMUM, 1 SEMI-ANNUAL BOARD OF TRUSTEES MEETING PER YEAR 3) ACTIVELY PARTICIPATE IN CHOSEN COMMITTEE ACTIVITIES 4) MAINTAIN ANNUAL GIVING LEVEL AS STIPULATED IN THE TRUSTEES COMMITMENT AGREEMENT 5) AGREE IN WRITING, ANNUALLY, TO MAINTAIN THEIR MEMBERSHIP ON THE BOARD OF TRUSTEES. PAST PRESIDENTS WHO DO NOT MEET THESE CRITERIA ARE ENCOURAGED TO REMAIN ON THE BOARD OF TRUSTEES BUT ARE NOT ELIGIBLE TO VOTE ON BOARD OR COMMITTEE MOTIONS. THESE MEMBERS SHALL BE CALLED PAST PRESIDENT EMERITUS. 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 WILL BE 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 15 THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION FOR THE PURPOSES OF DETERMINING COMPENSATION. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: EXECUTIVE COMMITTEE (IN LIEU OF A COMPENSATION COMMITTEE), WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY BOARD OR EXECUTIVE COMMITTEE. THE PROCESS RECENTLY TOOK PLACE IN 2021. 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. THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR 1201 NEW YORK AVENUE NW 350 WASHINGTON DC 20005 530184820 PROFESSIONAL ASSOCIATION DC 501(C)(6) N/A N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 1 THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR B 45071 BOOK VALUE THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR M 43431 BOOK VALUE THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR O 77456 BOOK VALUE THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR Q 39758 BOOK VALUE THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR S 27791 BOOK VALUE