2013-07-15T13:24:37-05:00 2012-08-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2011-09-01 520808480 SIOR FOUNDATION SIOR 2024498200 1201 NEW YORK AVENUE NW NO 350 WASHINGTON DC 20005 DIANA ML TUCKER 2024498200 2013-07-15 1 KAREN GRIES P00078514 5712279500 2011 2016-02-24 21:20:13Z DIANA M L TUCKER 1201 NEW YORK AVENUE NW NO 350 WASHINGTON DC 20005 636363 0 X WWW.SIORFOUNDATION.ORG X 1962 DC PROMOTE & SUPPORT INITIATIVES THAT EDUCATE, EXPAND & ENHANCE THE COMMERCIAL REAL ESTATE COMMUNITY 45 45 0 45 0 0 423136 300222 0 0 105632 71558 1081 -1927 529849 369853 143750 120319 0 0 187181 127141 0 0 77706 180796 136082 511727 383542 18122 -13689 2751338 2972428 98313 82648 2653025 2889780 X TO PROMOTE AND SUPPORT INITIATIVES THAT EXPAND, EDUCATE, AND ENHANCE THE COMMERCIAL REAL ESTATE COMMUNITY. 0 0 73903 72579 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. 26073 25274 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. 17790 16466 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. 6435 6000 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. 6435 6000 124201 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 X 45 45 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 IL X THE ORGANIZATION 2024498200 1201 NEW YORK AVENUE NW SUITE 350 WASHINGTON DC 20005 X JOHN H ALDRICH SIOR 0.50 X 0 0 0 WALT ARRINGTON 0.50 X 0 0 0 JOHN T BARKER JR SIOR 1.00 X 0 0 0 JOSEPH V BARNA SIOR 1.00 X X 0 0 0 KEVIN M BEAUDRY SIOR 0.50 X 0 0 0 WILLIAM A BURGESS SIOR CCIM 0.50 X 0 0 0 MARK D BYERS SIOR 0.50 X 0 0 0 J LEONARD CALDEIRA SIOR 0.50 X 0 0 0 MICHAEL R CAPOBIANCO SIOR 0.50 X 0 0 0 MILTON H CHARBONNEAU 0.50 X 0 0 0 KEVIN J CROWLEY SIOR 0.50 X 0 0 0 CHRISTOPHER W CURTIS SIOR 0.50 X 0 0 0 DANIEL J DOHERTY SIOR 0.50 X 0 0 0 DAVID B DOUGLAS SIOR CCIM 0.50 X 0 0 0 DAVID A DRUMMOND SIOR 0.50 X 0 0 0 ROBERT J FENA SIOR 0.50 X 0 0 0 PETER S FENNELLY SIOR MCR 0.50 X 0 0 0 H ALLEN GUMP SIOR CCIM 1.00 X 0 0 0 DAVID B HAGAN SIOR CCIM 0.50 X 0 0 0 PETER O HANSON SIOR CIPS 1.00 X 0 0 0 MIKE HILLIS SIOR CCIM 0.50 X 0 0 0 GEOFFREY E KREUSSER SIOR FRICS 0.50 X 0 0 0 DAVID C LOCKWOOD SIOR CCIM 0.50 X 0 0 0 TOM LOUER SIOR 0.50 X 0 0 0 PATRICIA J LOVEALL SIOR 0.50 X 0 0 0 THOMAS E MCCORMICK III SIOR FRICS 1.00 X 0 0 0 WILLIAM P O'BRIEN SIOR 0.50 X 0 0 0 MICHAEL W OHMES SIOR CCIM 1.00 X 0 0 0 CHRISTOPHER J PENDROY SIOR CCIM 0.50 X 0 0 0 JAMES B PLANEY SIOR 0.50 X 0 0 0 STEVEN H PODOLSKY SIOR 0.50 X 0 0 0 DAVID A PRIOR SIOR 0.50 X 0 0 0 STWEART D RANDALL JR SIOR 0.50 X 0 0 0 LYNN E REICH SIOR CCIM FRICS 0.50 X 0 0 0 R KIRK RICH SIOR 0.50 X 0 0 0 VICENTE A RIOS SIOR CCIM CIPS 0.50 X 0 0 0 SUE SMITH SIOR 0.50 X 0 0 0 ROBERT J STANIFORTH SIOR 1.00 X X 0 0 0 DONN SULLIVAN SIOR 0.50 X 0 0 0 LAURENCE J TAYLOR SIOR 0.50 X 0 0 0 GRANT J TIDEMANN SIOR CRE 0.50 X 0 0 0 RANDALL L WALKER SIOR 0.50 X 0 0 0 J PETER WHATMORE SIOR 1.00 X X 0 0 0 DANIEL F WILKINSON SIOR CRE FRICS 0.50 X 0 0 0 DAVID J ZIMMER SIOR FRICS 0.50 X 0 0 0 DIANA M L TUCKER CAE 7.30 X 11637 104731 24403 11637 104731 24403 0 0 0 0 0 300222 15145 300222 51686 51686 282773 262901 19872 19872 19872 3609 -3609 -3609 SCHOLARSHIP ADMIN FEES 561000 1682 1682 1682 369853 0 0 69631 111819 111819 8500 8500 14660 451 13158 1051 96544 2871 71363 22310 8691 339 6051 2301 7246 221 5419 1606 15063 15063 35049 35049 15714 3404 12310 2532 2532 8072 8072 12925 7222 5703 9979 9979 IN-KIND EXPENSES 15145 15145 DIRECT FUNDRAISING EXPE 12030 12030 MISCELLANEOUS 5952 702 5250 PUBLIC RELATIONS - PRIN 3621 3621 383542 124201 181635 77706 19645 56980 202433 121236 302398 181986 3609 50692 40596 16763 10096 2199639 2595025 6851 7105 2751338 2972428 36166 38753 44500 34132 17647 9763 98313 82648 X 1887293 2193847 765732 695933 2653025 2889780 2751338 2972428 X -13689 250445 X 0 1 1 X 0 X 978716 444259 284492 423136 300222 2430825 978716 444259 284492 423136 300222 2430825 186548 2244277 77330 63882 58882 55843 51686 307623 6000 7200 1144 1065 1682 17091 2755539 58976 0.81450 0.87700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50692 40596 10096 10096 DUE TO SIOR 9763 9763 369853 383542 -13689 250445 250445 236756 631323 250445 7416 3609 261470 369853 0 369853 394568 7416 3609 11025 383543 0 383543 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. 1 0 0 0 0 0 0 0 0 0 X NORTH AMERICA 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. 8500 CHECK 0 1 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: 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. 1 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. 1 5 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 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. EXPLANATION FOR HOURS WORKED 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 250,445. SOCIETY OF INDUSTRIAL AND OFFICE REALTORS 1201 NEW YORK AVENUE NW WASHINGTON DC 20005 530184820 PROFESSIONAL ASSOCIATION DC 501(C)(6) N/A N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 SOCIETY OF INDUSTRIAL AND OFFICE REALTORS N 120984 BOOK VALUE