Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| PART VI, LINE 2: | RODERICK L. STURGEON AND DAVID A. WELTE, DIRECTORS OF SREHC HAVE A BUSINESS RELATIONSHIP; THEY SERVE ON THE BOARD OF AMERICAN CENTURY COMPANIES, INC. AS DESCRIBED IN RESPONSE TO SCHEDULE L, PART IV. | |
| PART VI, LINES 6 & 7A: | SRM IS SREHC'S SOLE MEMBER AND ELECTS SREHC'S BOARD OF DIRECTORS. | |
| PART VI, LINE 11B: | THE DATA AND INFORMATION NECESSARY TO PREPARE SREHC'S FORM 990 IS COMPILED BY THE ORGANIZATION'S ACCOUNTING SUPPORT AND THEN REVIEWED BY OUR TAX ATTORNEY AT BRYAN CAVE, LLP. PWC, OUR EXTERNAL TAX PREPARERS, USE THIS INFORMATION TO PREPARE THE FORM 990. THE COMPLETED FORM 990, INCLUDING REQUIRED SCHEDULES, IS REVIEWED BY THE DIRECTORS BEFORE IT IS FILED WITH THE IRS. | |
| PART VI, LINE 12C: | SREHC HAS ADOPTED A "CONFLICTS OF INTEREST AND DIRECTOR INDEPENDENCE POLICY". EACH DIRECTOR, OFFICER, AND OTHER PERSON WHO IS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER DECISIONS OF SREHC ARE REQUIRED TO ANNUALLY COMPLETE AND SIGN A DISCLOSURE STATEMENT THAT IS PART OF THE POLICY. ALSO, A COVERED PERSON MUST DISCLOSE THE EXISTENCE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS TO THE GOVERNING BOARD AS SOON AS THE PERSON HAS KNOWLEDGE THAT A POTENTIAL CONFLICT MIGHT EXIST. SREHC ALSO CONDUCTS PERIODIC AND ADHOC REVIEWS OF TRANSACTIONS AND AGREEMENTS TO INSURE THAT IT ENGAGES ONLY IN ACTIVITIES THAT ARE CONSISTENT WITH ITS TAX-EXEMPT PURPOSE. | |
| PART VI, LINES 15A & 15B: | SREHC'S OFFICERS AND DIRECTORS ARE COMPENSATED BY A RELATED ORGANIZATION. | |
| PART VI, LINE 19: | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST. | |
| PART XI, LINE 5: | OTHER CHANGES TO NET ASSETS INCLUDES $9,243 IN UNREALIZED LOSSES ON INVESTMENTS AND A TRANSFER OF INCOME TO PARENT, STOWERS RESOURCE MANAGEMENT, INC., IN THE AMOUNT OF $1,239,830. | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:RODERICK L. STURGEON TITLE:DIRECTOR/PRESIDENT HOURS:48 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:DAVID A. WELTE TITLE:DIRECTOR/SECRETARY HOURS:48 |
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