| Identifier | Return Reference | Explanation |
|---|---|---|
| LATE FILING PENALTY WAIVER | THE FOUNDATION REQUESTS THAT NO LATE FILING PENALTIES BE ASSESSED TO THE FOUNDATION EVEN THOUGH THE RETURN HAS BEEN FILED AFTER THE DUE DATE.PRIOR ADVISORS TO THE FOUNDATION INCORRECTLY INFORMED THE OFFICERS THAT THE FIRST RETURN FOR THE FOUNDATION WOULD BE DUE IN DECEMBER 2023. HOWEVER, THE FIRST RETURN WAS ACTUALLY DUE MAY 2022. UPON REALIZING THE ERROR, THE OFFICERS IMMEDIATELY BEGAN THE PROCESS OF COMPLETING THE RETURN.THE OFFICERS RELIED UPON THE ADVICE OF ITS FORMER ADVISORS AND, AS A RESULT, ARE FILING LATE. THE OFFICERS UNDERSTAND THE IMPORTANCE OF TIMELY FILING RETURNS AND WILL MAKE EVERY EFFORT IN THE FUTURE TO FILE RETURNS ON A TIMELY BASIS. THEY REGRET THAT THE RETURN WAS NOT FILED ON TIME AND HAVE SWITCHED ADVISORS TO ENSURE THAT FUTURE FILINGS ARE ACCURATE AND TIMELY FILED. |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| UNITED HEALTH GROUP, INC. | 451 | 268,645 |