2020-07-06T07:39:33-05:00 2019-08-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2018-09-01 520808480 SIOR FOUNDATION SIOR 2024498200 1201 NEW YORK AVENUE NW NO 350 WASHINGTONTON DC 20005 ROBERT HAMMOND EXECUTIVE DIRECTOR 2024498200 2020-06-29 1 AMY CHAPMAN P00843460 5712279500 2020-06-29 67.137.57.251 2020-06-29 10:34:35 ED P 1938324BD4D887D076751857843371B82258E98C 0514B758026FFB4303D1E4DFF3C58ED2768E19CE 2018 2020-09-23 17:36:50Z ROBERT HAMMOND 1201 NEW YORK AVENUE NW NO 350 WASHINGTONTON DC 20005 1666381 0 X WWW.SIORFOUNDATION.ORG X 1962 DC PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, ENHANCE & EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY. 50 48 0 47 0 0 330304 373267 0 0 175191 210698 1386 1393 506881 585358 212130 261752 0 0 53660 47017 0 0 66847 134143 159662 399933 468431 106948 116927 4980171 5220218 36363 51658 4943808 5168560 X PROMOTE AND SUPPORT INITIATIVES THAT EDUCATE, ENHANCE AND EXPAND THE COMMERCIAL REAL ESTATE COMMUNITY. 0 0 113734 110951 0 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 IN MANUFACTURING AND INDUSTRIAL ASSET MANAGEMENT INDUSTRY. 87839 85454 0 SIOR CHAPTER MATCHING SCHOLARSHIP PROGRAM: TO ENCOURAGE AND ASSIST THE BEST AND BRIGHTEST STUDENTS STUDYING COMMERCIAL REAL ESTATE. SUPPORTED 21 SIOR CHAPTERS IN THE U.S. AND CANADA IN SUPPORTING 66 STUDENTS AT 32 EDUCATIONAL INSTITUTIONS AROUND THE U.S. AND CANADA, AS WELL AS 2 PROFESSIONALS ATTENDING CONTINUING EDUCATION PROGRAMS. 46178 44919 0 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 5 SIOR CHAPTERS AND 4 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. 12626 8252 0 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. 9095 8000 0 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. 303 0 0 DAVID T. HOUSTON, JR. SIOR MEMORIAL SCHOLARSHIP PROGRAM: TO ENCOURAGE, PROMOTE, AND SUPPORT ADULT CONTINUING EDUCATION IN COMMERCIAL REAL ESTATE. 22024 16252 0 269775 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 0 0 0 0 0 1 0 0 0 1 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 50 48 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA IL NY X CORRINE NOWAK 2024498200 1201 NEW YORK AVENUE NW SUITE 350 WASHINGTON DC 20005 AARON BARNARD PRESIDENT 1.00 0.00 X X 0 0 0 CHRISTOPHER CURTIS PRESIDENT-ELECT & GRANT & SCHOLARSHIP COMMITTEE CH 1.00 0.00 X X 0 0 0 ALBERT MCNEEL VICE PRESIDENT & FUNDRAISING COMMITTEE CHAIR 0.50 0.00 X X 0 0 0 STAN KLEWENO TREASURER 1.00 0.00 X X 0 0 0 BILL GINDER IMM PAST PRESIDENT 1.00 0.00 X X 0 0 0 PETER HANSON ADVISORY COMMITTEE CHAIR 1.00 0.00 X X 0 0 0 BARBARA JOHNSON PROGRAMS & PR COMMITTEE CHAIR 1.00 0.00 X X 0 0 0 THOMAS MCCORMICK PAST PRESIDENT AND SIOR CEO 1.90 0.00 X X 0 0 0 JOSEPH V BARNA PAST PRESIDENT 0.50 0.00 X 0 0 0 KEVIN CROWLEY PAST PRESIDENT 0.50 0.00 X 0 0 0 H ALLEN GUMP PAST PRESIDENT 0.50 0.00 X 0 0 0 DAVID HAGAN PAST PRESIDENT 0.50 0.00 X 0 0 0 PATRICIA LOVEALL PAST PRESIDENT 0.50 0.00 X 0 0 0 MICHAEL OHMES PAST PRESIDENT 0.50 0.00 X 0 0 0 LYNN REICH PAST PRESIDENT 0.50 0.00 X 0 0 0 ROBERT STANIFORTH PAST PRESIDENT 0.50 0.00 X 0 0 0 RANDALL WALKER PAST PRESIDENT 0.50 0.00 X 0 0 0 J PETER WHATMORE PAST PRESIDENT 0.50 0.00 X 0 0 0 JOHN ALDRICH PAST PRESIDENT (LEFT 10/18) 0.50 0.00 X 0 0 0 ADRIAN ARRIAGA TRUSTEE 0.50 0.00 X 0 0 0 JOHN BARKER JR TRUSTEE 0.50 0.00 X 0 0 0 GARRY BOBKE TRUSTEE 0.50 0.00 X 0 0 0 JAMES BOUDROT TRUSTEE 0.50 0.00 X 0 0 0 WILLIAM BURGESS TRUSTEE 0.50 0.00 X 0 0 0 MICHAEL CAPOBIANCO TRUSTEE 0.50 0.00 X 0 0 0 MILTON CHARBONNEAU TRUSTEE 0.50 0.00 X 0 0 0 ROBERT DIKMAN TRUSTEE 0.50 0.00 X 0 0 0 PATTI DILLON TRUSTEE 0.50 0.00 X 0 0 0 DANIEL DOHERTY TRUSTEE 0.50 0.00 X 0 0 0 CHRISTOPHER GARCIA TRUSTEE 0.50 0.00 X 0 0 0 MARK GOODE TRUSTEE 0.50 0.00 X 0 0 0 KRAIG HEETER TRUSTEE 0.50 0.00 X 0 0 0 D SHELDON JOHNSON TRUSTEE 0.50 0.00 X 0 0 0 RONALD KING TRUSTEE 0.50 0.00 X 0 0 0 CHRISTOPHER KIRK TRUSTEE 0.50 0.00 X 0 0 0 THEODORE KONIGSBERG TRUSTEE 0.50 0.00 X 0 0 0 JESSE LAIKIN TRUSTEE 0.50 0.00 X 0 0 0 MATTHEW LEGUEN DE LACROIX TRUSTEE 0.50 0.00 X 0 0 0 GARY MARSH TRUSTEE 0.50 0.00 X 0 0 0 NANCY MORSE TRUSTEE 0.50 0.00 X 0 0 0 JACK O'DONOGHUE TRUSTEE 0.50 0.00 X 0 0 0 MATTHEW OLSON TRUSTEE 0.50 0.00 X 0 0 0 PETER RICHARDSON TRUSTEE 0.50 0.00 X 0 0 0 DAVID SCHILLER TRUSTEE 0.50 0.00 X 0 0 0 RICHARD SLEASMAN TRUSTEE 0.50 0.00 X 0 0 0 TERRY SMITH TRUSTEE 0.50 0.00 X 0 0 0 DANIEL WILKINSON TRUSTEE 0.50 0.00 X 0 0 0 JOHN DOHM TRUSTEE (LEFT 10/18) 0.50 0.00 X 0 0 0 PATRICK SENTER TRUSTEE (LEFT 10/18) 0.50 0.00 X 0 0 0 ROBERT HAMMOND EXECUTIVE DIRECTOR 1.90 40.00 X 0 251562 36429 MICHAEL ROBERTS EXECUTIVE DIRECTOR (LEFT 11/18) 1.90 0.00 X 0 138748 38466 0 390310 74895 0 0 1 0 0 373267 11395 373267 80924 80924 1210797 1081023 129774 129774 129774 SCHOLARSHIP ADMIN FEES 561000 1393 1393 1393 585358 0 0 212091 246748 246748 8000 8000 7004 7004 34640 4916 23008 6716 9629 1333 5976 2320 2748 376 588 1784 33342 33342 25502 25502 1117 1117 10107 1744 8363 81 81 6430 6430 20078 20062 16 1850 1850 NON-EVENT FUNDRAISING E 47206 47206 PR PRINTING MATERIALS 11639 11639 DONATED GOODS 442 442 1868 1398 470 468431 269775 131809 66847 26016 15437 149009 179660 9000 6000 3047 4573 64523 63135 3238 1388 4778497 5000982 11364 12178 4980171 5220218 22294 30435 4545 4504 9524 16719 36363 51658 X 4365559 4578459 578249 590101 4943808 5168560 4980171 5220218 116927 107825 0 X 1 X 1 X 1 0 X 317835 324325 358723 330304 373267 1704454 317835 324325 358723 330304 373267 1704454 70376 1634078 66560 69962 68520 73408 80924 359374 1736 1940 1387 1386 1393 7842 2071670 0.78880 0.79300 X SCHEDULE A, PART II, SECTION B, LINE 10: 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 64523 63135 1388 1388 DUE TO SIOR 16719 16719 X 692136 107825 24455 132280 559856 25502 25502 585358 467384 24455 24455 442929 25502 25502 468431 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 2019 AND 2018, 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. 0 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS AND SCHOLARSHIPS. 7004 0 0 0 0 0 0 7004 0 7004 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS AND SCHOLARSHIPS. 7004 CHECK 0 BOOK 0 1 0 0 0 0 0 0 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. PART I, LINE 3: BOOK 1 SIOR WESTERN MISSOURIKANSAS CHAPTER 1100 WALNUT STE 2000 KANSAS CITY MO 64106 800611868 501(C)(6) 6000 TO SUPPORT ONE STUDENT STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREE. SIOR MINNESOTA CHAPTER 225 S 6TH ST STE 4760 MINNEAPOLIS MN 55402 270683839 501(C)(6) 6000 TO SUPPORT FOUR STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. SIOR OREGON CHAPTER 1300 SW FIFTH AVE STE 3000 PORTLAND OR 97124 262395230 501(C)(6) 6000 TO SUPPORT FOUR STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREE. SIOR CHICAGO CHAPTER 214 N HALE ST WHEATON IL 60187 311725163 501(C)(6) 9250 TO SUPPORT FIVE STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. SIOR CAROLINAS CHAPTER 23 OAK BRANCH DR GREENSBORO NC 27407 561304185 501(C)(6) 9101 TO SUPPORT FOUR STUDENTS STUDYING REAL ESTATE AT THREE ACCREDITED UNIVERSITIES TO ATTEND A NATIONAL REAL ESTATE CONFERENCE. TO PROVIDE SUPPORT FOR 10 STUDENTS STUDYING AT 2 ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREES. TO PROVIDE COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS. SIOR ST LOUIS CHAPTER 7700 FORSYTH BLVD STE 900 ST LOUIS MO 63105 431389713 501(C)(6) 8500 TO SUPPORT THREE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN A REAL ESTATE RELATED DEGREE PROGRAM AND TO SUPPORT A COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAM THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY SPEAKING ON CURRENT INDUSTRY AND ECONOMIC TRENDS. SIOR CONNECTICUT CHAPTER 103 MILL PLAIN RD DANBURY CT 06811 472479704 501(C)(6) 6407 TO SUPPORT FIVE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN A REAL ESTATE RELATED DEGREE PROGRAM AND TO SUPPORT TWO STUDENTS STUDYING REAL ESTATE AT ONE ACCREDITED UNIVERSITIES TO ATTEND A NATIONAL REAL ESTATE CONFERENCE. SIOR HOUSTON GULF COAST CHAPTER 1233 WEST LOOP S STE 900 HOUSTON TX 77027 582667155 501(C)(6) 6000 TO SUPPORT THREE STUDENTS STUDYING ATAN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREES. SIOR FLORIDA CHAPTER 777 BRICKELL AVE STE 900 MIAMI FL 33131 204369236 501(C)(6) 14963 TO SUPPORT THREE STUDENTS STUDYING REAL ESTATE AT THREE ACCREDITED UNIVERSITIES TO ATTEND A NATIONAL REAL ESTATE CONFERENCE. TO PROVIDE SUPPORT FOR UNIVERSITY CHALLENGE AND TO PROVIDE COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS. SIOR SE REGION 23 OAK BRANCH DR GREENSBORO NC 27407 561304185 501(C)(6) 10000 TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS. SOCIETY OF INDUSTRIAL AND OFFICE REALTORS 1201 NEW YORK AVE NW STE 350 WASHINGTON DC 20005 530184820 501(C)(6) 53951 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. INDUSTRIAL ASSET MANAGEMNET COUNCIL 6625 THE CORNERS PARKWAY STE 200 PEACHTREE CORNERS GA 30092 134204733 501(C)(6) 7000 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) 40000 TO SUPPORT COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMMING FOR 28 HIGH SCHOOL STUDENTS AT SUMMER IMMERSION PROGRAM. 0 13 SCHOLARSHIP 1 6000 0 N/A N/A PART I, LINE 2: THE SIOR FOUNDATION (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 ROBERT HAMMOND EXECUTIVE DIRECTOR 0 221171 0 22512 0 7879 0 21386 0 15043 0 287991 0 0 MICHAEL ROBERTS EXECUTIVE DIRECTOR (LEFT 11/18) 0 127642 0 11106 0 0 0 13466 0 25000 0 177214 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 ROBERT HAMMOND; HIS TIME IS CONSIDERED AS AN IN-KIND DONATION. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, TREASURER, IMMEDIATE PAST PRESIDENT, AND THE CHAIRS OF THE STANDING COMMITTEES. THE EXECUTIVE COMMITTEE IS EMPOWERED TO MAKE DAY-TO-DAY MANAGEMENT DECISIONS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 2 DAVID HAGAN, BARBARA JOHNSON, PATRICK SENTNER, J. PETER WHATMORE, AND RICHARD SLEASMAN WORK FOR THE SAME COMPANY. PATTI DILLON, DANIEL DOHERTY, H. ALLEN GUMP, CHRISTOPHER KIRK, LYNN REICH, TERRY SMITH, AND DANIEL WILKINSON WORK FOR THE SAME COMPANY. AARON BARNARD, MILTON CHARBONNEAU, MICHAEL OHMES, AND DAVID SCHILLER WORK FOR THE SAME COMPANY. CHRIS GARCIA AND JESSE LAIKIN WORK FOR THE SAME COMPANY. KRAIG HEETER, RONALD KING, AND PATRICIA LOVEALL WORK FOR THE SAME COMPANY. GARRY BOBKE, JAMES BOUDROT, PETER HANSON, AND ROBERT STANIFORTH WORK FOR THE SAME COMPANY. 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. 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 1 1 1 0 0 0 THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR B 63951 BOOK VALUE