2013-03-22T09:34:18-05:00 2012-06-30 221478099 COHNREZNICK LLP 180 GLASTONBURY BOULEVARD GLASTONBURY CT 06033 990 2011-07-01 060655482 JEWISH FEDERATION OF GREATER HARTFORD JEWI 8602324483 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 CATHRINE F SCHWARTZ 8602324483 2013-03-20 1 P00852868 8606333000 2011 2016-02-25 16:41:14Z CATHRINE F SCHWARTZ 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 5062415 0 X WWW.JEWISHHARTFORD.ORG X 1945 CT THE MISSION OF THE FEDERATION IS TO ENHANCE, BUILD AND PERPETUATE JEWISH LIFE IN GREATER HARTFORD, IN ISRAEL AND AROUND THE WORLD. THE FEDERATION RAISES FUNDS TO SUPPORT JEWISH PROGRAMS AND SERVICES. 25 24 32 420 0 0 6231123 4925522 125711 135016 3302 1877 0 0 6360136 5062415 3504947 2761620 0 0 1598429 1570213 0 0 621935 1185222 913369 6288598 5245202 71538 -182787 10595991 9949767 3756661 3274254 6839330 6675513 TO BE THE CENTRAL JEWISH COMMUNITY ORGANIZATION IN THE GREATER HARTFORD AREA FOR SOLICITING, COLLECTING, ALLOCATING, COORDINATING AND DISTRIBUTING FUNDS RECEIVED FROM ITS CONTRIBUTORS FOR THE PURPOSES OF PRESERVING AND ENRICHING THE JEWISH COMMUNITY. 0 0 4244591 2761620 135016 SUPPORT OF LOCAL, NATIONAL AND OVERSEAS JEWISH PHILANTHROPIC AGENCIES; AND TO ENHANCE, BUILD AND PERPETUATE JEWISH LIFE IN GREATER HARTFORD, IN ISRAEL, AND AROUND THE WORLD. 4244591 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 24 0 1 32 1 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X CHERYL WOLMER 8602324483 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 CATHRINE F SCHWARTZ 40.00 X X 209614 0 18065 LISA FISHMAN 5.00 X X 0 0 0 LEIGH A NEWMAN 1.00 X X 0 0 0 JUDITH SCHLOSSBERG 5.00 X X 0 0 0 ROBERT YASS 5.00 X X 0 0 0 RAYMOND S WEINSTEIN 0.50 X 0 0 0 JUDITH K RESNICK 0.50 X X 0 0 0 TED FICHTENHOLTZ 0.50 X 0 0 0 JEFFREY STEINBERG 0.50 X 0 0 0 ETHAN GOLDMAN 0.50 X X 0 0 0 JULIE SPIVAK 0.50 X 0 0 0 RANDI PIAKER 0.50 X 0 0 0 DR SIDNEY ULREICH 0.50 X 0 0 0 ARNOLD C GREENBERG 0.50 X 0 0 0 JONI HARRIS 0.50 X 0 0 0 CARY LAKENBACH 0.50 X 0 0 0 ALAN ROSENBERG 0.50 X 0 0 0 LAURI MILLER 0.50 X 0 0 0 BRAD MONDSCHEIN 0.50 X X 0 0 0 HENRY M ZACHS 5.00 X 0 0 0 JUDITH ROSENTHAL 5.00 X X 0 0 0 ALAN NATHAN 0.50 X X 0 0 0 ANNE MARTHA PITEGOFF 1.00 X X 0 0 0 DAVID MILLER 0.50 X 0 0 0 ALLISON SHELL 0.50 X 0 0 0 CHERYL WOLMER 40.00 X 73402 0 14714 ELIZABETH APPLEMAN 40.00 X 109077 0 16367 STEPHEN BAYER 40.00 X 22918 0 9604 415011 0 58750 2 0 1 0 0 4925522 832685 4925522 LITERACY AND EDUCATION 611710 91823 91823 COMMISSION ON JEWISH E 611710 43193 43193 135016 1877 1877 5062415 135016 0 1877 2729120 2729120 32500 32500 492792 281876 79820 131096 803626 484261 104343 215022 46327 26499 7504 12324 130123 73012 27556 29555 97345 55681 15767 25897 11080 11080 22250 22250 41112 28778 2056 10278 26693 8485 4823 13385 103819 45242 26555 32022 10806 3709 300 6797 11861 11861 266855 120085 72051 74719 7288 3280 1968 2040 PROGRAM EXPENSES 148483 148483 BAD DEBT EXP 127425 127425 DIRECT CAMPAIGN EXPENSE 60291 27130 33161 DATA PROCESSING 23418 7728 1171 14519 51988 29436 1432 21120 5245202 4244591 378676 621935 X 910606 0 0 910606 1313853 1223727 2489149 2397527 75354 83697 7866556 2183346 5941326 5683210 411188 4200 365121 557406 10595991 9949767 103120 157083 3218337 2863839 292086 140425 143118 112907 3756661 3274254 X 5839523 5640337 999807 1035176 6839330 6675513 10595991 9949767 X -182787 18970 X X 0 1 1 X 0 X 7122522 5925753 5318136 6231123 4925522 29523056 7122522 5925753 5318136 6231123 4925522 29523056 29523056 35391 16350 5628 3302 1877 62548 29585604 0.99790 0.93190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7202867 1576692 5626175 663689 606654 57035 5683210 OTHER RECEIVABLES 332141 ASSETS HELD IN CHARITABLE REMAINDER TRUSTS 146143 DEFERRED COMPENSATION TRUST 79122 557406 OTHER LIABILITIES 106897 LIABILITY UNDER CRT 6010 112907 5062415 5245202 -182787 18970 18970 -163817 5081385 18970 18970 5062415 0 5062415 5245202 0 5245202 0 5245202 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FEDERATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2012. THE FEDERATION'S FEDERAL INFORMATION AND STATE RETURNS PRIOR TO FISCAL YEAR 2009 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAWS AND NEW AUTHORITATIVE RULINGS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 18,970. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 18,970. 1 ASSOCIATION OF JEWISH CEMETERIES 060655482 501C(3) 73550 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY BETH ISRAEL 060692758 501C(3) 900 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY BIRTHRIGHT ISRAEL 134092050 501C(3) 25000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY CAMPERSHIP PROGRAM ONE HAPPY CAMPER 060655482 501C(3) 21600 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY CHAI CENTER - FARMINGTON VALLEY 060662142 501C(3) 20000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY CRT NUTRITION SITES 060795640 501C(3) 6000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW ACADEMY OF GREATER HARTFORD - EARLY CHILDHOOD 060665199 501C(3) 15000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW ACADEMY OF GREATER HARTFORD - K THROUGH 8 060665199 501C(3) 134000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW ACADEMY OF GREATER HARTFORD - 8TH GRADE ISRAEL TRIP 060665199 501C(3) 5000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW HIGH SCHOOL OF NEW ENGLAND - LANGUAGE AND ISRAEL 061455973 501C(3) 12500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW HIGH SCHOOL OF NEW ENGLAND - JUDAICS 061455973 501C(3) 30000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW HIGH SCHOOL OF NEW ENGLAND - MECHINA 061455973 501C(3) 18000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW HOME AND HOSPITAL - JEWISH VALUES 060646672 501C(3) 86000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW HOME AND HOSPITAL - PASTORAL CARE 060646672 501C(3) 40000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY ISRAEL PROGRAMMING 060655482 501C(3) 25000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH ASSOCIATION FOR COMMUNITY LIVING 061068312 501C(3) 16000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - RENT SUBSIDY 060653062 501C(3) 13169 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - HOLOCAUST PROGRAM 060653062 501C(3) 23000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - JETS 060653062 501C(3) 10000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - VOLUNTEER PROGRAM 060653062 501C(3) 16000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - KOSHER FOOD PANTRY 060653062 501C(3) 18000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - OLDER ADULT SERVICES 060653062 501C(3) 151000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - SPECIAL NEEDS PROGRAMMING 060653062 501C(3) 29300 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FEDERATION ASSOCIATION OF CONNECTICUT 066002641 501C(3) 31275 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD 061217339 501C(3) 9000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD - RENT SUBSIDY 061217339 501C(3) 8517 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY KOL HAVERIM - 92ND ST Y SIMULCAST 222586288 501C(3) 2250 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANCHESTER ADVISORY 060797859 501C(3) 17000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - CAMP & YOUTH 060662142 501C(3) 75000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - EARLY CHILDHOOD 060662142 501C(3) 60000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - FAMILY PROGRAMS 060662142 501C(3) 96000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - JEWISH ARTS & CULTURE 060662142 501C(3) 58500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - SENIORS 060662142 501C(3) 29000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - SPECIAL NEEDS 060662142 501C(3) 8000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MIKVEH BESS ISRAEL 411416330 501C(3) 1500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY SOLOMON SCHECHTER DAY SCHOOL - JEWISH DAY SCHOOL SCHOLARSHIPS 060873657 501C(3) 156025 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY SOLOMON SCHECHTER DAY SCHOOL - JEWISH EARLY CHILDHOOD EDUCATION 060873657 501C(3) 41250 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY TRAVEL TO ISRAEL 060655482 501C(3) 11000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY TRINITY COLLEGE HILLEL - SHABBAT & JEWISH HOLIDAYS 060646927 501C(3) 3150 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF CONNECTICUT HILLEL - SHABBAT & JEWISH HOLIDAYS 066071635 501C(3) 15750 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF CONNECTICUT HILLEL - JUDIAC STUDIES 066071635 501C(3) 5000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF HARTFORD HILLEL - STUDENT LEADERSHIP DEVELOPMENT 066068500 501C(3) 27900 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF HARTFORD HILLEL - HOLIDAY CELEBRATIONS 066068500 501C(3) 9000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL - RISHON 061329245 501C(3) 11700 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL - SCHOLARS 061329245 501C(3) 3000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL - CENTRAL 061329245 501C(3) 30000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL - WITHOUT WALLS 061329245 501C(3) 7800 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY THE JEWISH FEDERATION OF NORTH AMERICA 131624240 501C(3) 551749 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEXAGRAM SCHOLARSHIPS 6 32500 GRANTS TO ORGANIZATIONS THE FEDERATION MONITORS THE ALLOCATIONS GIVEN TO THE AGENCIES AND PROGRAMS BY DOING A MID-YEAR AND END OF YEAR EVALUATION FOR BOTH QUALITATIVE AND QUANTITATIVE FACTORS TO ENSURE THAT MONIES ARE BEING USED WISELY. GRANTS TO INDIVIDUALS THE FEDERATION AWARDED SCHOLARSHIPS TO INDIVIDUALS WHO MET CERTAIN CRITERIA. THIS PROGRAM HAS BEEN DISCONTINUED SO THERE ARE NO NEW SCHOLARSHIPS. ONLY PREVIOUS AWARDED SCHOLARSHIPS ARE BEING PAID. PROGRESS IS MONITORED AND THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE INSTITUTION. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 CATHRINE F SCHWARTZ 202000 0 0 0 7614 0 18065 0 0 0 227679 0 0 0 PART I, LINE 1A THE TRAVEL FOR COMPANIONS AND SOCIAL CLUB IS SPELLED OUT IN THE PRESIDENT'S CONTRACT AND STATES FOR THE CLUB, THE PRESIDENT WILL BE COVERED BY MEMBERSHIPS TO TUMBLEBROOK COUNTRY CLUB AND TO THE MANDELL JEWISH COMMUNITY CENTER. THESE MEMBERSHIPS WILL BE HELD IN THE NAME OF THE FEDERATION BUT WILL PROVIDE THE PRESIDENT WITH THE PRIVILEGES AT THE CLUB AND CENTER. THE PRESIDENT USES THE PRIVILEGES FOR PROFESSIONAL PURPOSES ONLY. FOR TRAVEL THE CONTRACT STATES THAT UPON APPROVAL OF THE CHAIRMAN OF THE BOARD, THE FEDERATION WILL REIMBURSE THE PRESIDENT FOR EXPENSES PERTAINING TO THE PRESIDENT'S SPOUSE IN CONNECTION WITH ATTENDANCE WITH THE PRESIDENT AT NO MORE THAN TWO CONFERENCES OR ASSEMBLIES PER YEAR, ATTENDANCE WITH THE PRESIDENT AT LOCAL FEDERATION ACTIVITIES TO WHICH SPOUSES ARE GENERALLY INVITED AND ACCOMPANYING THE PRESIDENT ON AN ANNUAL MISSION TO ISRAEL, PROVIDED THE OTHER PERSONS IN ATTENDANCE ARE GENERALLY TRAVELING WITH THEIR SPOUSES. THE PRESIDENT HAS NOT MADE USE OF THESE TRAVEL BENEFITS. THE FEDERATION MAINTAINS A DEFERRED COMPENSATION PLAN FOR CATHRINE SCHWARTZ, PRESIDENT. THE CONTRIBUTIONS TO THE PLAN FOR THE YEAR ENDED JUNE 30, 2012 WAS $10,000. JUDITH SCHLOSSBERG CHAIR CHAIR OF THE FEDERATION AND BOARD MEMBER OF ALL THE ORGANIZATION'S WHICH RECEIVE ALLOCATIONS FROM THE FEDERATION. 0 LISA FISHMAN BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONS. BOARD MEMBER OF THE FEDERATION, THE SOLOMON SCHECHTER DAY SCHOOL, THE JEWISH COMMUNITY RELATIONS COUNCIL, AND THE COMMISSION ON JEWISH EDUCATION AND LEADERSHIP OF WHICH RECEIVE ALLOCATIONS FROM THE FEDERATION. 0 JUDITH RESNICK BOARD MEMBER OF THE FEDERATION RELATED TO OFFICER AT RELATED ORGANIZATION BOARD MEMBER OF THE FEDERATION WHO'S SPOUSE IS THE CFO OF THE MANDELL JEWISH COMMUNITY CENTER WHICH RECEIVES AN ALLOCATION FROM THE FEDERATION. 0 ROBERT YASS BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATION BOARD MEMBER OF THE FEDERATION AND OF THE JEWISH COMMUNITY RELATIONS COUNCIL WHICH RECEIVES AN ALLOCATION FROM THE FEDERATION. 0 HENRY ZACHS BOARD MEMBER OF THE FEDERATION AND CHAIR OF RELATED ORGANIZATION BOARD MEMBER OF HILLELS OF TRINITY, UCONN AND UNIVERSITY OF HARTFORD WHICH ALL RECEIVE ALLOCATIONS FROM THE FEDERATION. 0 JUDITH ROSENTHAL BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATION BOARD MEMBER OF OF HEBREW HOME AND HEALTHCARE WHICH RECEIVES ALLOCATIONS FROM THE FEDERATION. 0 BRAD MONDSCHEIN BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATION BOARD MEMBER OF THE FEDERATION AND OF THE JEWISH COMMUNITY RELATIONS COUNCIL WHICH RECEIVES AN ALLOCATION FROM THE FEDERATION. 0 LAURI MILLER BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATION BOARD MEMBER OF HILLEL OF UCONN WHICH RECEIVES ALLOCATIONS FROM THE FEDERATION. 0 X 48 832685 STOCK PROCEEDS 0 0 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION MAINTAINS ACCOUNTS WITH VARIOUS FINANCIAL INSTITUTIONS WHICH ARE USED TO LIQUIDATE DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE WHO IS CHARGED BY THE BOARD TO REVIEW THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY DIRECTOR, TRUSTEE, COMMITTEE MEMBER OR SENIOR STAFF EMPLOYEE SHALL ANNUALLY SUBMIT A CONFLICT OF INTEREST FORM TO DISCLOSE ANY DIRECT OR INDIRECT CONFLICT OF INTEREST. IF A CONFLICT APPEARS TO EXIST, THE CHAIR WITH THE CONSENT OF THE BOARD MAY WAIVE SUCH CONFLICT OR DETERMINE ITS RESOLUTION. THE RESOLUTION SHALL BE RECORDED IN THE MINUTES OF THE DECIDING BODY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND TOP MANAGEMENT IS DETERMINED BY THE BOARD BASED ON RESEARCH AND ANALYSIS OF SIMILAR ORGANIZATION'S AND OTHER REGIONAL NON-PROFIT'S COMPENSATION OF COMPARABLE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION REGARDING GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS IS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 18,970. TOTAL TO FORM 990, PART XI, LINE 5: 18,970. FORM 990, PART XII, LINE 2C THE ORGANIZTION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.