SIOR FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SIOR FOUNDATION (EIN 52-0808480)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-04-27
- IRS object ID
- 201521179349300707
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-27T09:43:13-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N FAIRFAX DRIVE SUITE 1020 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIOR | BusinessNameControlTxt |
| Phone | 2024498200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW NO 350 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA ML TUCKER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2024498200 | PhoneNum |
| Signature | 2015-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID TRIMNER | PreparerPersonNm |
| PTIN | P00444822 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DIANA M L TUCKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW NO 350 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $870,552 | 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 | DC | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, EXPAND & ENHANCE THE COMMERCIAL REAL ESTATE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 48 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $315,660 | PYContributionsGrantsAmt |
| CY Contributions Grants | $303,207 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $100,064 | PYInvestmentIncomeAmt |
| CY Investment Income | $162,044 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,629 | PYOtherRevenueAmt |
| CY Other Revenue | $1,764 | CYOtherRevenueAmt |
| PY Total Revenue | $417,353 | PYTotalRevenueAmt |
| CY Total Revenue | $467,015 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $99,802 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $122,593 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $92,101 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $99,723 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $56,105 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $125,674 | PYOtherExpensesAmt |
| CY Other Expenses | $116,125 | CYOtherExpensesAmt |
| PY Total Expenses | $317,577 | PYTotalExpensesAmt |
| CY Total Expenses | $338,441 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $99,776 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $128,574 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,302,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,746,071 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $67,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,742 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,234,547 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,657,329 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, EXPAND & ENHANCE THE COMMERCIAL REAL ESTATE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $60,988 | ExpenseAmt |
| Grant | $60,509 | 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 FURTHER SUPPORTING 60 STUDENTS ATTENDING 29 EDUCATIONAL INSTITUTIONS AROUND THE U.S. AND CANADA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $35,280 | ExpenseAmt |
| Grant | $35,000 | GrantAmt |
| Desc | GRANTS TO SIOR AND NON-PROFIT ORGANIZATIONS FOR SUPPORT OF REAL ESTATE EDUCATION AND RESEARCH: TO SUPPORT COMMERCIAL REAL ESTATE ARTICLES IN A QUARTERLY PUBLICATION THAT REACHED OVER 3,000 COMMERCIAL REAL ESTATE PROFESSIONALS PER ISSUE IN CIRCULATION. TO SUPPORT LEADING INDUSTRY EXPERTS CONDUCTING RESEARCH IN REAL ESTATE PRODUCT SUSTAINABILITY. TO SUPPORT LEADING INDUSTRY EXPERT SPEAKERS THAT IMPACTED 1,700 COMMERCIAL REAL ESTATE PROFESSIONALS. TO SUPPORT UNIVERSITY GRADUATE CENTER OF REAL ESTATE STUDIES WITH STUDENT SCHOLARSHIP. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,729 | ExpenseAmt |
| Grant | $18,584 | GrantAmt |
| Desc | SIOR CHAPTER MATCHING EDUCATIONAL SPEAKERS AND COMMUNITY PROGRAMS: TO ASSIST SIOR CHAPTERS IN EDUCATING THEIR MEMBERS AND CONSTITUENTS, AND TO ENHANCE PUBLIC EDUCATION, UNDERSTANDING AND AWARENESS OF THE INDUSTRY. SUPPORTED 9 SIOR CHAPTERS AROUND THE U.S. AND CANADA TO PROVIDE 10 COMMERCIAL REAL ESTATE EDUCATIONAL AND RESEARCH PROGRAMS WITH LEADING INDUSTRY EXPERT SPEAKERS AND UNIVERSITY PROGRAMS THAT IMPACTED OVER 1,000 COMMERCIAL REAL ESTATE PROFESSIONALS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $7,533 | $6,000 | 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. |
| $3,003 | $2,500 | DAVID T. HOUSTON, JR. SIOR MEMORIAL SCHOLARSHIP PROGRAM: TO ENCOURAGE, PROMOTE, AND SUPPORT ADULT CONTINUING EDUCATION IN COMMERCIAL REAL ESTATE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,536 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $8,500 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $125,533 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANA M L TUCKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024498200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW SUITE 350 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| BRYCE T ABERG SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN H ALDRICH SIOR | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WALT ARRINGTON SIOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN T BARKER JR SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH V BARNA SIOR | |||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON BARNARD SIOR CCIM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN M BEAUDRY SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM A BURGESS SIOR CCIM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK D BYERS SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL R CAPOBIANCO SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MILTON H CHARBONNEAU SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN J CROWLEY SIOR | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER W CURTIS SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL J DOHERTY SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID B DOUGLAS SIOR CCIM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT S GALAMBA SIOR CCIM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BILL GINDER SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| H ALLEN GUMP SIOR CCIM | |||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHNATHAN D GUMP SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID B HAGAN SIOR CCIM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER O HANSON SIOR CIPS | |||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE HILLIS SIOR CCIM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA JOHNSON SIOR CCIM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| D SHELDON JOHNSON SIOR CCIM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STAN KLEWENO | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEIN KOSS SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GEOFFREY E KREUSSER SIOR FRICS | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID C LOCKWOOD SIOR CCIM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TOM LOUER SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA J LOVEALL SIOR | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THOMAS E MCCORMICK III SIOR FRICS | |||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT MCNEEL SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM P O'BRIEN SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL W OHMES SIOR CCIM | |||||||
| PRESIDENT ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRISTOPHER J PENDROY SIOR CCIM | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES B PLANEY SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN H PODOLSKY SIOR | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEWART D RANDALL JR SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LYNN REICH SIOR CCIM | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK SENTNER SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUE SMITH SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J STANIFORTH SIOR | |||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DONN SULLIVAN SIOR | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LAURENCE J TAYLOR SIOR | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL L WALKER SIOR | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| J PETER WHATMORE SIOR | |||||||
| PAST PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL F WILKINSON SIOR CRE FRICS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID J ZIMMER SIOR FRICS | |||||||
| PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA ML TUCKER CAE | |||||||
| EXECUTIVE DIRECTOR | 4.00 | $15,000 | $116,945 | $30,519 | Yes (X) | 41.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $116,945 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,519 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $303,207 | AllOtherContributionsAmt |
| Noncash Contributions | $3,403 | NoncashContributionsAmt |
| Total Contributions | $303,207 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,451 | TotalRevenueColumnAmt |
| Exclusion | $63,451 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $502,130 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $403,537 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $98,593 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,593 | TotalRevenueColumnAmt |
| Exclusion | $98,593 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP ADMIN FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $1,764 | TotalRevenueColumnAmt |
| Exclusion | $1,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,764 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $467,015 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $163,808 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,084 | TotalAmt |
| Program Services | $106,084 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,500 | TotalAmt |
| Program Services | $8,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,009 | TotalAmt |
| Program Services | $8,009 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $287 | ProgramServicesAmt |
| Management And General | $13,753 | ManagementAndGeneralAmt |
| Fundraising | $960 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,776 | TotalAmt |
| Program Services | $453 | ProgramServicesAmt |
| Management And General | $54,087 | ManagementAndGeneralAmt |
| Fundraising | $8,236 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,645 | TotalAmt |
| Program Services | $116 | ProgramServicesAmt |
| Management And General | $14,211 | ManagementAndGeneralAmt |
| Fundraising | $2,318 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,302 | TotalAmt |
| Program Services | $48 | ProgramServicesAmt |
| Management And General | $4,559 | ManagementAndGeneralAmt |
| Fundraising | $695 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,542 | TotalAmt |
| Management And General | $27,542 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,597 | TotalAmt |
| Management And General | $19,597 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,025 | TotalAmt |
| Management And General | $1,025 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,103 | TotalAmt |
| Management And General | $3,934 | ManagementAndGeneralAmt |
| Fundraising | $7,169 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,526 | TotalAmt |
| Management And General | $2,526 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,360 | TotalAmt |
| Management And General | $5,360 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,601 | TotalAmt |
| Management And General | $7,364 | ManagementAndGeneralAmt |
| Fundraising | $237 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,245 | TotalAmt |
| Management And General | $2,245 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DIRECT FUNDRAISING EXPE | $30,837 | $30,837 | ||
| MISCELLANEOUS | $4,573 | $2,250 | $2,036 | $287 |
| IN-KIND EXPENSES | $3,403 | $3,403 | ||
| PUBLIC RELATIONS - PRIN | $313 | $313 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,441 | TotalAmt |
| Program Services | $125,533 | ProgramServicesAmt |
| Management And General | $156,803 | ManagementAndGeneralAmt |
| Fundraising | $56,105 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,268 | BOYAmt |
| EOY | $27,979 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,011 | BOYAmt |
| EOY | $172,877 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,084 | BOYAmt |
| EOY | $92,071 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454 | BOYAmt |
| EOY | $540 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,578 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,761 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,177 | BOYAmt |
| EOY | $1,817 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,060,301 | BOYAmt |
| EOY | $3,441,327 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,057 | BOYAmt |
| EOY | $9,460 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,302,352 | BOYAmt |
| EOY | $3,746,071 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,499 | BOYAmt |
| EOY | $14,169 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,500 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,806 | BOYAmt |
| EOY | $49,573 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,805 | BOYAmt |
| EOY | $88,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,569,479 | BOYAmt |
| EOY | $2,986,929 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,068 | BOYAmt |
| EOY | $670,400 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,234,547 | BOYAmt |
| EOY | $3,657,329 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,302,352 | BOYAmt |
| EOY | $3,746,071 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $128,574 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $294,208 | 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 | $284,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $423,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $300,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $315,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $303,207 | CurrentTaxYearAmt |
| Total | $1,626,717 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $284,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $423,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $300,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $315,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $303,207 | CurrentTaxYearAmt |
| Total | $1,626,717 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $193,316 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,433,401 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,686 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,451 | CurrentTaxYearAmt |
| Total | $289,327 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,764 | CurrentTaxYearAmt |
| Total | $7,284 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,923,328 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $230 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74530 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, SECTION B, LINE 10 | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP ADMIN FEES: THE FOUNDATION ASSESSES AN ANNUAL ADMINISTRATION FEE EQUAL TO 15% OF THE MILDRED C. HANSON, SIOR MEMORIAL SCHOLARSHIP, THE DAVID T. HOUSTON JR. SIOR MEMORIAL SCHOLARSHIP, AND THE SIOR LA/MS/AL/NW FL CHAPTER SCHOLARSHIP FUNDS' EARNINGS AS OF FISCAL YEAR-END, RESPECTIVELY. | ExplanationTxt |
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 | $51,578 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,761 | DepreciationAmt |
| Book Value | $1,817 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,817 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO SIOR | $10,534 |
| SIOR CHAPTER PAYABLE | $39,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $49,573 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $765,296 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $294,208 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $4,073 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $298,281 | RevenueNotReportedAmt |
| Revenue Subtotal | $467,015 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $467,015 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $342,514 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,073 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $4,073 | ExpensesNotReportedAmt |
| Expenses Subtotal | $338,441 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $338,441 | 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 2014 AND 2013, 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. THE FOUNDATION FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, THE FOUNDATION'S 2011, 2012, AND 2013 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Purpose Of Grant | TO SUPPORT THE COMMERCIAL REAL ESTATE EDUCATIONAL PROGRAMS THAT INCLUDED SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY ON CURRENT INDUSTRY AND ECONOMIC TRENDS AND TO SUPPORT 11 STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. | PurposeOfGrantTxt |
| Cash Grant | $8,009 | CashGrantAmt |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| THE CT WESTERN MA CHAPTER OF THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS | |||||||
| 2 SUMMIT PLACE | BRANFORD | CT | 06405 | 364726276 | $6,000 | TO SUPPORT FIVE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN A REAL ESTATE RELATED DEGREE PROGRAM. | |
| INDUSTRIAL ASSET MANAGEMENT COUNCIL INC | |||||||
| 6625 THE CORNERS PARKWAY SUITE 200 | PEACHTREE CORNERS | GA | 30092 | 134204733 | $10,000 | TO SUPPORT RESEARCH AND PUBLICATION OF WHITE PAPERS BY LEADING COMMERCIAL REAL ESTATE EXPERTS ON PRODUCT DESIGN, INNOVATION, AND FLEXIBILITY TO ENHANCE ADAPTIVE RE-USE OF A RANGE OF INDUSTRIAL PRODUCT TYPES. | 501C6 |
| THE PHILADELPHIA CHAPTER OF THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS | |||||||
| 1015 MUMMA ROAD | LEMOYNE | PA | 17043 | 237182740 | $5,500 | TO SUPPORT TWO STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS 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. | 501C6 |
| REALTOR UNIVERSITY SCHOLARSHIP FUND | |||||||
| 430 MICHIGAN AVE 6TH FL | CHICAGO | IL | 60611 | 452102449 | $5,000 | TO SUPPORT PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION IN BUSINESS AND REAL ESTATE PROGRAMS AND FOSTER LIFE-LONG STUDENT LEARNING. | 501C3 |
| SIOR ST LOUIS CHAPTER | |||||||
| 8235 FORSYTH BLVD SUITE 210 | ST LOUIS | MO | 63105 | 431389713 | $8,500 | 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. | |
| SOCIETY OF INDUSTRIAL AND OFFICE REALTORS CHICAGO CHAPTER INC | |||||||
| 214 N HALE STREET | WHEATON | IL | 60187 | 311724163 | $6,000 | TO SUPPORT FOUR STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. | 501C6 |
| SOCIETY OF INDUSTRIAL AND OFFICE REALTORS DFWNORTH TEXAS CHAPTER INC | |||||||
| 5950 BERKSHIRE LN SUITE 500 | DALLAS | TX | 75225 | 472225107 | $6,000 | TO SUPPORT FIVE STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. | 501C6 |
| SOCIETY OF INDUSTRIAL AND OFFICE REALTORS LA MS AL AND NW FL CHAPTER INC | |||||||
| 8710 JEFFERSON HWY | BATON ROUGE | LA | 70809 | 720689485 | $5,798 | TO SUPPORT FOUR STUDENTS STUDYING AT TWO ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS 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. | 501C6 |
| THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR | |||||||
| 1201 NEW YORK AVE NW SUITE 350 | WASHINGTON | DC | 20005 | 530184820 | $20,000 | TO SUPPORT COMMERCIAL REAL ESTATE ARTICLES ON TIMELY, RELEVANT TOPICS IN THE INDUSTRY AND SUPPORT COMMERCIAL REAL ESTATE CONTINUING EDUCATIONAL PROGRAMS THAT INCLUDE SPEAKERS FROM THE COMMERCIAL REAL ESTATE INDUSTRY SPEAKING ON CURRENT INDUSTRY AND ECONOMIC TRENDS. | 501C6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 3 | RecipientCnt |
| Cash Grant | $8,500 | CashGrantAmt |
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) |
|---|---|---|
| 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA ML TUCKER CAE | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $15,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $116,945 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $13,195 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $17,324 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $15,000 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $147,464 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII, SECTION A, LINE 1A | FormAndLineReferenceDesc |
| Explanation | EMPLOYEES ARE SHARED WITH THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS (SIOR) AND THEREFORE, THE COMPENSATION IS PAID BY SIOR. DIANA M.L. TUCKER'S TIME CHARGED TO THE FOUNDATION ON AN AVERAGE WEEKLY BASIS IS 4 HOURS FROM TOTAL WEEKLY HOURS OF 45 HOURS. 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | FAMILY RELATIONSHIP EXISTS BETWEEN H. ALLEN GUMP AND JOHNATHAN D. GUMP. WALT ARRINGTON, DAVID DOUGLAS, JOHNATHAN GUMP, ROBERT STANIFORTH AND J. PETER WHATMORE WORK FOR A SAME COMPANY. MICHAEL CAPOBIANCO, DANIEL DOHERTY, DAVID DRUMMOND, PETER FENNELLY, ROBERT GALAMBA, H. ALLEN GUMP, GEOFFREY KREUSSER, DAVID LOCKWOOD, III, STEWART RANDALL, JR, LYNN REICH, PATRICK SENTNER AND DANIEL WILKINSON WORK FOR A SAME COMPANY. JOSEPH BARNA, MIKE HILLIS, AARON BARNARD, AND MIKE OHMES WORK FOR A SAME COMPANY. KEVIN CROWLEY AND CHRISTOPHER PENDROY WORK FOR A SAME COMPANY. LAURENCE TAYLOR, STEIN KOSS, TOM LOUER AND JAMES PLANEY WORK FOR A SAME COMPANY. |
| FORM 990, PART VI, SECTION A, LINE 4 | REVISED BYLAWS TO SPECIFY ELIGIBILITY REQUIREMENTS FOR OFFICERS AND TO NOTE THAT A TRUSTEE CAN BE REMOVED BY A VOTE OF 60% OF THE CURRENT TRUSTEES AT A MEETING WITH A QUORUM PRESENT; A TRUSTEE MAY AUTHORIZE IN WRITING THE PRESIDENT-ELECT OR 1ST VICE PRESIDENT TO SERVE AS PROXY FOR QUORUM PURPOSES ONLY, AND ACTIONS ON MOTIONS AND ELECTIONS MAY BE CONDUCTED ELECTRONICALLY. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 ASKED TO COMPLETE AND SUBMIT TO THE FOUNDATION. 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW SUITE 350 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530184820 | EIN |
| Primary Activities | PROFESSIONAL ASSOCIATION | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR | ||
| O | $99,354 | BOOK VALUE |
| SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR | ||
| M | $15,004 | BOOK VALUE |
| SOCIETY OF INDUSTRIAL AND OFFICE REALTORS OF THE NAR | ||
| B | $20,000 | CASH PAID |
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