SIOR FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SIOR FOUNDATION (EIN 52-0808480)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-07-15
- IRS object ID
- 201301969349301115
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-07-15T13:24:37-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520808480 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIOR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SIOR | NameControl |
| Phone | 2024498200 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANA ML TUCKER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2024498200 | Phone |
| Date Signed | 2013-07-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN GRIES | Name |
| PTIN | P00078514 | PTIN |
| Phone | 5712279500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DIANA M L TUCKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 636363 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SIORFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, EXPAND & ENHANCE THE COMMERCIAL REAL ESTATE COMMUNITY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 45 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 45 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 423136 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 300222 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 105632 | InvestmentIncomePriorYear |
| Investment Income Current Year | 71558 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1081 | OtherRevenuePriorYear |
| Other Revenue Current Year | -1927 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 529849 | TotalRevenuePriorYear |
| Total Revenue Current Year | 369853 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 143750 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 120319 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 187181 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 127141 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 77706 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 180796 | OtherExpensePriorYear |
| Other Expenses Current Year | 136082 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 511727 | TotalExpensesPriorYear |
| Total Expenses Current Year | 383542 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 18122 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -13689 | RevenuesLessExpensesCY |
| Total Assets BOY | 2751338 | TotalAssetsBOY |
| Total Assets EOY | 2972428 | TotalAssetsEOY |
| Total Liabilities BOY | 98313 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 82648 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2653025 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2889780 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROMOTE AND SUPPORT INITIATIVES THAT EXPAND, EDUCATE, AND ENHANCE THE COMMERCIAL REAL ESTATE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 73903 | Expense |
| Grants | 72579 | Grants |
| Description | 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 FURTHER SUPPORTING 94 STUDENTS ATTENDING 37 EDUCATIONAL INSTITUTIONS AROUND THE U.S. AND CANADA. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 26073 | Expense |
| Grants | 25274 | Grants |
| Description | GRANTS TO SIOR AND OTHER UNIVERSITIES FOR SUPPORT OF REAL ESTATE EDUCATION: SUPPORTED COMMERCIAL REAL ESTATE ARTICLES IN A QUARTERLY PUBLICATION THAT REACHED OVER 3,000 COMMERCIAL REAL ESTATE PROFESSIONALS PER ISSUE IN CIRCULATION.SUPPORTED LEADING INDUSTRY EXPERT SPEAKERS THAT IMPACTED 1,700 COMMERCIAL REAL ESTATE PROFESSIONALS. SUPPORTED UNIVERSITY GRADUATE CENTER FOR REAL ESTATE STUDIES WITH STUDENT SCHOLARSHIP. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17790 | Expense |
| Grants | 16466 | Grants |
| Description | 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 10 SIOR CHAPTERS AROUND THE U.S. AND CANADA TO PROVIDE 11 COMMERCIAL REAL ESTATE EDUCATIONAL AND RESEARCH PROGRAMS WITH LEADING INDUSTRY EXPERT SPEAKERS AND UNIVERSITY PROGRAMS THAT IMPACTED OVER 1,000 COMMERCIAL REAL ESTATE PROFESSIONALS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6435 | Expense |
| Grants | 6000 | Grants |
| Description | 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 COMMERCIAL REAL ESTATE INDUSTRY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 6435 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 6000 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 124201 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 45 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 45 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2024498200 | TelephoneNumber |
Address US AddressUS
| 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) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JOHN H ALDRICH SIOR | ||||||
| PAST PRESIDENT | 0.50 | X | 0 | 0 | 0 | |
| WALT ARRINGTON | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| JOHN T BARKER JR SIOR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH V BARNA SIOR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X |
| KEVIN M BEAUDRY SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| WILLIAM A BURGESS SIOR CCIM | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| MARK D BYERS SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| J LEONARD CALDEIRA SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| MICHAEL R CAPOBIANCO SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| MILTON H CHARBONNEAU | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| KEVIN J CROWLEY SIOR | ||||||
| PAST PRESIDENT | 0.50 | X | 0 | 0 | 0 | |
| CHRISTOPHER W CURTIS SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| DANIEL J DOHERTY SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| DAVID B DOUGLAS SIOR CCIM | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| DAVID A DRUMMOND SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| ROBERT J FENA SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| PETER S FENNELLY SIOR MCR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| H ALLEN GUMP SIOR CCIM | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| DAVID B HAGAN SIOR CCIM | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| PETER O HANSON SIOR CIPS | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| MIKE HILLIS SIOR CCIM | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| GEOFFREY E KREUSSER SIOR FRICS | ||||||
| PAST PRESIDENT | 0.50 | X | 0 | 0 | 0 | |
| DAVID C LOCKWOOD SIOR CCIM | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| TOM LOUER SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| PATRICIA J LOVEALL SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| THOMAS E MCCORMICK III SIOR FRICS | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM P O'BRIEN SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| MICHAEL W OHMES SIOR CCIM | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER J PENDROY SIOR CCIM | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| JAMES B PLANEY SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| STEVEN H PODOLSKY SIOR | ||||||
| PAST PRESIDENT | 0.50 | X | 0 | 0 | 0 | |
| DAVID A PRIOR SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| STWEART D RANDALL JR SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| LYNN E REICH SIOR CCIM FRICS | ||||||
| PAST PRESIDENT | 0.50 | X | 0 | 0 | 0 | |
| R KIRK RICH SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| VICENTE A RIOS SIOR CCIM CIPS | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| SUE SMITH SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| ROBERT J STANIFORTH SIOR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X |
| DONN SULLIVAN SIOR | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| LAURENCE J TAYLOR SIOR | ||||||
| PAST PRESIDENT | 0.50 | X | 0 | 0 | 0 | |
| GRANT J TIDEMANN SIOR CRE | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| RANDALL L WALKER SIOR | ||||||
| PAST PRESIDENT | 0.50 | X | 0 | 0 | 0 | |
| J PETER WHATMORE SIOR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | X |
| DANIEL F WILKINSON SIOR CRE FRICS | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| DAVID J ZIMMER SIOR FRICS | ||||||
| PAST PRESIDENT | 0.50 | X | 0 | 0 | 0 | |
| DIANA M L TUCKER CAE | ||||||
| EXECUTIVE DIRECTOR | 7.30 | 11637 | 104731 | 24403 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 11637 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 104731 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 24403 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 300222 | AllOtherContributions |
| Noncash Contributions | 15145 | NoncashContributions |
| Total Contributions | 300222 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51686 | TotalRevenueColumn |
| Exclusion | $51,686 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 282773 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 262901 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19872 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19872 | TotalRevenueColumn |
| Exclusion | $19,872 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Of Goods Sold | 3609 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3609 | TotalRevenueColumn |
| Exclusion | -$3,609 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCHOLARSHIP ADMIN FEES | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 1682 | TotalRevenueColumn |
| Exclusion | $1,682 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1682 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 369853 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $69,631 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111819 | Total |
| Program Services | 111819 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8500 | Total |
| Program Services | 8500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14660 | Total |
| Program Services | 451 | ProgramServices |
| Management And General | 13158 | ManagementAndGeneral |
| Fundraising | 1051 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96544 | Total |
| Program Services | 2871 | ProgramServices |
| Management And General | 71363 | ManagementAndGeneral |
| Fundraising | 22310 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8691 | Total |
| Program Services | 339 | ProgramServices |
| Management And General | 6051 | ManagementAndGeneral |
| Fundraising | 2301 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7246 | Total |
| Program Services | 221 | ProgramServices |
| Management And General | 5419 | ManagementAndGeneral |
| Fundraising | 1606 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15063 | Total |
| Management And General | 15063 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35049 | Total |
| Management And General | 35049 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15714 | Total |
| Management And General | 3404 | ManagementAndGeneral |
| Fundraising | 12310 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2532 | Total |
| Management And General | 2532 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8072 | Total |
| Management And General | 8072 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12925 | Total |
| Management And General | 7222 | ManagementAndGeneral |
| Fundraising | 5703 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9979 | Total |
| Management And General | 9979 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| IN-KIND EXPENSES | 15145 | 15145 | |
| DIRECT FUNDRAISING EXPE | 12030 | 12030 | |
| MISCELLANEOUS | 5952 | 5250 | 702 |
| PUBLIC RELATIONS - PRIN | 3621 | 3621 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383542 | Total |
| Program Services | 124201 | ProgramServices |
| Management And General | 181635 | ManagementAndGeneral |
| Fundraising | 77706 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19645 | BOY |
| EOY | 56980 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202433 | BOY |
| EOY | 121236 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302398 | BOY |
| EOY | 181986 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3609 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 50692 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 40596 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16763 | BOY |
| EOY | 10096 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2199639 | BOY |
| EOY | 2595025 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6851 | BOY |
| EOY | 7105 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2751338 | BOY |
| EOY | 2972428 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36166 | BOY |
| EOY | 38753 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44500 | BOY |
| EOY | 34132 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17647 | BOY |
| EOY | 9763 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98313 | BOY |
| EOY | 82648 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1887293 | BOY |
| EOY | 2193847 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 765732 | BOY |
| EOY | 695933 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2653025 | BOY |
| EOY | 2889780 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2751338 | BOY |
| EOY | 2972428 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -13689 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 250445 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 978716 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 444259 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 284492 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 423136 | CurrentTaxYearMinus1Year |
| Current Tax Year | 300222 | CurrentTaxYear |
| Total | 2430825 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 978716 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 444259 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 284492 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 423136 | CurrentTaxYearMinus1Year |
| Current Tax Year | 300222 | CurrentTaxYear |
| Total | 2430825 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 186548 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2244277 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 77330 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 63882 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55843 | CurrentTaxYearMinus1Year |
| Current Tax Year | 51686 | CurrentTaxYear |
| Total | 307623 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1065 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1682 | CurrentTaxYear |
| Total | 17091 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2755539 | TotalSupport |
| Gross Receipts From Admissions Etc | 58976 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.81450 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 50692 | OtherCostOrOtherBasis |
| Depreciation | 40596 | Depreciation |
| Book Value | 10096 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10096 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO SIOR | Description |
| Amount | $9,763 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9763 | TotalOfAmounts |
| Total Revenue | 369853 | TotalRevenue |
| Total Expenses | 383542 | TotalExpenses |
| Excess Or Deficit For Year | -13689 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 250445 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 250445 | TotalAdjustments |
| Excess Or Deficit Per FS | 236756 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 631323 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 250445 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 7416 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 3609 | OtherRevenues |
| Revenue Not Rptd F990 | 261470 | RevenueNotRptdF990 |
| Revenue Subtotal | 369853 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 369853 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 394568 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 7416 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 3609 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 11025 | ExpensesNotRptdF990 |
| Expenses Subtotal | 383543 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 383543 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 2012 AND 2011, 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 2009, 2010, AND 2011 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,609. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 3,609. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | Region |
| 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 NINE STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. | PurposeOfGrant |
| Amount Of Cash Grant | 8500 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE FOUNDATION REQUIRES PROGRESS/STATUS REPORTS OR FINANCIAL REPORTS DURING AND AFTER PHASES OF GRANT DISTRIBUTION THAT ARE SHARED WITH AND REVIEWED BY THE BOARD OF TRUSTEES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| REALTOR UNIVERSITY SCHOLARSHIP FUND | |||||||
| 430 MICHIGAN AVE 6TH FLOOR | CHICAGO | IL | 60611 | 452102449 | 501(C)(3) | 5000 | TO SUPPORT PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION IN BUSINESS AND REAL ESTATE PROGRAMS AND FOSTER LIFE-LONG STUDENT LEARNING. |
| SIOR | |||||||
| 1201 NEW YORK AVE NW STE 350 | WASHINGTON | DC | 20005 | 530184820 | 501(C)(6) | 30368 | 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. |
| SIOR CHICAGO CHAPTER | |||||||
| 214 N HALE ST | WHEATON | IL | 60187 | 311725163 | 501(C)(6) | 6000 | TO SUPPORT FOUR STUDENTS STUDYING AT FOUR ACCREDITED UNIVERSITIES IN REAL ESTATE RELATED DEGREE PROGRAMS. |
| SIOR CONNECTICUT CHAPTER | |||||||
| 864 WETHERSFIELD AVE | HARTFORD | CT | 06114 | 060950628 | 501(C)(6) | 6000 | TO SUPPORT SEVEN STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREE PROGRAM. |
| SIOR FLORIDA CHAPTER | |||||||
| PO BOX 667682 | POMPANO BEACH | FL | 33066 | 204369236 | 501(C)(6) | 6000 | TO SUPPORT THREE STUDENTS STUDYING AT AN ACCREDITED UNIVERSITY IN REAL ESTATE RELATED DEGREE PROGRAM. |
| SIOR SAN DIEGO CHAPTER | |||||||
| 4435 EASTGATE MALL 2ND FLOOR | SAN DIEGO | CA | 92121 | 330720368 | 501(C)(6) | 7500 | TO SUPPORT FIVE STUDENTS STUDYING AT THREE 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 5 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT AND THE EXECUTIVE COMMITTEE WILL REVIEW THE DRAFT FORM 990 FOR COMMENT AND CORRECTIONS. THE FINAL DRAFT WILL BE DISTRIBUTED TO THE FOUNDATION'S BOARD OF TRUSTEES FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS. | |
| ANNUALLY, THE OFFICERS OF THE EXECUTIVE COMMITTEE CONVENE FOR BUDGET PLANNING. AT THAT TIME, A COMPENSATION REVIEW AND DISCUSSION IS HELD WITH THE EXECUTIVE DIRECTOR. COMPENSATION IS DETERMINED AND INCLUDED WITHIN THE ANNUAL OPERATING BUDGET WHICH IS SUBMITTED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. | ||
| 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. | |
| PART VII, SECTION A, LINE 1A | DIANA M. L. TUCKER WORKED APPROXIMATELY 44 HOURS PER WEEK AS FOLLOWS: SIOR 37 HOURS SIOR FOUNDATION 7 HOURS | EXPLANATION FOR HOURS WORKED |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 250,445. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF INDUSTRIAL AND OFFICE REALTORS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 NEW YORK AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530184820 | EIN |
| Primary Activities | PROFESSIONAL ASSOCIATION | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 501(C)(6) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF INDUSTRIAL AND OFFICE REALTORS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionType |
| Amount Involved | 120984 | AmountInvolved |
| Method Of Amt Determination | BOOK VALUE | MethodOfAmtDetermination |
Comments