Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PART I, LINE 6 | NUMBER OF VOLUNTEERS AND HOURS THE NUMBER OF VOLUNTEERS AND HOURS SERVED IS DETERMINED THROUGH AN ACTUAL UNDUPLICATED COUNT OF VOLUNTEERS. HOURS OF SERVICE ARE LOGGED AS VOLUNTEERS CLOCK IN AND OUT FOR VARIOUS ASSIGNMENTS. VOLUNTEERS SERVE IN SUPPORTIVE ROLES TO ENHANCE THE PATIENT EXPERIENCE. VOLUNTEERS PROVIDE NON-MEDICAL SERVICES AND INFORMATION TO PATIENTS AND FAMILIES; ASSIST WITH WAY FINDING AND ERRANDS/ESCORT; PROVIDE HOSPITALITY SERVICES TO WAITING AREAS AND PATIENT AND FAMILY VISITORS; AND ASSIST IN CLINICAL AREAS BY SUPPORTING THE SERVICES OF THE DEPARTMENT SUCH AS ASSEMBLY OF EDUCATIONAL PACKETS FOR PATIENTS. ADMINISTRATIVE VOLUNTEERS MAY SERVE IN DEPARTMENTS ASSISTING OFFICE STAFF WITH FILING AND ERRANDS. VOLUNTEERS ALSO SERVE OUTSIDE THE HOSPITAL ENVIRONMENT PRODUCING BABY BLANKETS, HATS, CANCER RESOURCE CENTER GIFTS AND VARIOUS GIFTS FOR PATIENTS AND THEIR FAMILIES. |
| FORM 990, PART VI, LINE 6 | MEMBERS OR STOCKHOLDERS OF THE ORGANIZATION USC HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION THROUGH A MEMBER SUBSTITUTION AGREEMENT, EFFECTIVE JULY 1, 2022. |
| FORM 990, PART VI, LINE 7A | THE MEMBERS OF THE CORPORATION ELECT THE DIRECTORS OF THE BOARD. |
| FORM 990, PART VI, LINE 11 | PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW THE FORM 990 THE FORM 990 IS PROVIDED TO AND REVIEWED WITH BOARD MEMBERS IN ADVANCE OF ITS FILING WITH ADEQUATE TIME TO MAKE AND ANSWER INQUIRIES. |
| FORM 990, PART VI, LINE 12C | AS A RELATED ORGANIZATION OF THE USC HEALTH SYSTEM, THE ORGANIZATION FOLLOWS THE HEALTH SYSTEM'S POLICIES INCLUDING THE CONFLICT-OF-INTEREST POLICY. THE CONFLICT-OF-INTEREST POLICY COVERS ALL INTERESTED PERSONS, EMPLOYEES, AND THEIR CLOSE RELATIONS. INTERESTED PERSONS WILL CONTINUE TO BE SUBJECT TO THE POLICY FOR FIVE YEARS AFTER CEASING TO BE AN INTERESTED PERSON. AN "INTERESTED PERSON" MEANS ANY DIRECTOR, MEMBER OF ANY COMMITTEE APPOINTED BY THE BOARD (WHETHER OR NOT SUCH PERSON IS A DIRECTOR), PRINCIPAL OFFICER, OR KEY EMPLOYEE WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IN A CONTEMPLATED TRANSACTION OR ARRANGEMENT. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTERESTED PERSON MUST FULLY DISCLOSE THE EXISTENCE OF AND ALL MATERIAL FACTS RELATED TO THE FINANCIAL INTEREST THAT GIVES RISE TO THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE MADE TO THE CHAIR OF THE BOARD, THE CHAIR OF THE EXECUTIVE COMMITTEE, OR THE CHAIR OF SUCH OTHER COMMITTEE OF THE BOARD AS IS AUTHORIZED TO REVIEW SUCH TRANSACTION OR ARRANGEMENT REFERRED TO AS AN "APPROPRIATE COMMITTEE". IF A DIRECTOR, COMMITTEE MEMBER, PRINCIPAL OFFICER, OR KEY EMPLOYEE BECOMES AWARE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST RELATED TO ANOTHER DIRECTOR, COMMITTEE MEMBER, PRINCIPAL OFFICER, OR KEY EMPLOYEE, SUCH PERSON SHALL PROMPTLY BRING IT TO THE ATTENTION OF THE CHAIR OF THE BOARD, THE CHAIR OF THE EXECUTIVE COMMITTEE, OR THE CHAIR OF AN APPROPRIATE COMMITTEE. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL BE EXCUSED FROM THE MEETING OF THE BOARD OR APPROPRIATE COMMITTEE DURING THE DISCUSSION OF THE FINANCIAL INTEREST AND THE VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS, WHICH SHALL BE DETERMINED BY A MAJORITY OF A DISINTERESTED QUORUM. THE REMAINING BOARD OR COMMITTEE MEMBERS (OR THE SOLE MEMBER IF THERE ARE NO DISINTERESTED DIRECTORS) SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE REMAINING BOARD OR COMMITTEE MEMBERS DETERMINE THAT THE FINANCIAL INTEREST OF AN INTERESTED PERSON DOES NOT CONSTITUTE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE REVIEW PROCESS IS COMPLETE. IF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST HAS BEEN FOUND, THE BOARD OR COMMITTEE SHALL PROCEED AS FOLLOWS: THE INTERESTED PERSON SHALL BE EXCUSED FROM THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT, PROVIDED THAT THE INTERESTED PERSON MAY WITH THE PERMISSION OR AT THE REQUEST OF THE PRESIDING OFFICER ADDRESS THE MEETING WITH RESPECT TO THE TRANSACTION OR ARRANGEMENT BEFORE LEAVING THE MEETING. THE BODY THAT CONSIDERS THE PROPOSED TRANSACTION OR ARRANGEMENT SHALL BE COMPOSED ENTIRELY OF INDIVIDUALS WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD OR APPROPRIATE COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE OF DISINTERESTED PERSONS TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT BEFORE VOTING ON SUCH TRANSACTION OR ARRANGEMENT. FURTHER, LEGAL COUNSEL MAY BE CONSULTED IF DESIRED BY THE BOARD OR COMMITTEE PRIOR TO CONSIDERING THE TRANSACTION OR ARRANGEMENT. THE BOARD OR AN APPROPRIATE COMMITTEE (EXCEPT AS PROVIDED BELOW), AFTER THE EXERCISE OF REASONABLE DUE DILIGENCE, MAY AUTHORIZE OR APPROVE A TRANSACTION OR ARRANGEMENT BY VOTE OF A MAJORITY OF THE DISINTERESTED DIRECTORS ON THE BOARD OR SUCH COMMITTEE AFTER MAKING THE DETERMINATIONS SET FORTH. IF A DIRECTOR HAS A MATERIAL FINANCIAL INTEREST IN A TRANSACTION OR ARRANGEMENT, THEN THE TRANSACTION OR ARRANGEMENT MAY ONLY BE APPROVED BY ACTION TAKEN BY THE FULL BOARD, OR BY AN APPROPRIATE COMMITTEE. TO AUTHORIZE OR APPROVE A TRANSACTION OR ARRANGEMENT, THE BOARD OR APPROPRIATE COMMITTEE MUST DETERMINE THE FOLLOWING: THAT THE BOARD (OR APPROPRIATE COMMITTEE) HAS KNOWLEDGE OF ALL MATERIAL FACTS CONCERNING THE TRANSACTION OR ARRANGEMENT AND THE FINANCIAL OR OTHER INTEREST OF ANY INTERESTED PERSON IN SUCH TRANSACTION OR ARRANGEMENT. THAT THE BOARD (OR APPROPRIATE COMMITTEE) HAS OBTAINED AND RELIED ON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS DETERMINATION, AS DESCRIBED IN SECTION 4958 OF THE CODE AND THE ACCOMPANYING TREASURY REGULATIONS. THAT THE BOARD (OR APPROPRIATE COMMITTEE) IS ACTING IN GOOD FAITH. THAT THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST AND FOR ITS OWN BENEFIT. THAT THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AT THE TIME THE CORPORATION WILL ENTER INTO IT. THAT, AFTER REASONABLE INVESTIGATION UNDER THE CIRCUMSTANCES, THE CORPORATION CANNOT OBTAIN A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES FROM A PERSON OR ENTITY THAT DOES NOT HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST; AND THAT THE BOARD (OR APPROPRIATE COMMITTEE) ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION, AS DESCRIBED IN SECTION 4958 OF THE CODE AND THE ACCOMPANYING TREASURY REGULATIONS. IF THE BOARD OR APPROPRIATE COMMITTEE HAS REASONABLE CAUSE TO BELIEVE ANY DIRECTOR, ANY MEMBER OF ANY COMMITTEE OF THE BOARD, ANY PRINCIPAL OFFICER, OR ANY KEY EMPLOYEE HAS FAILED TO DISCLOSE A FINANCIAL INTEREST, IT SHALL INFORM THE DIRECTOR, MEMBER OF THE COMMITTEE, PRINCIPAL OFFICER, OR KEY EMPLOYEE OF THE BASIS FOR SUCH BELIEF AND AFFORD THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE DIRECTOR, MEMBER OF THE COMMITTEE, PRINCIPAL OFFICER, OR KEY EMPLOYEE'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD OR APPROPRIATE COMMITTEE DETERMINES THAT THE MEMBER HAS FAILED TO DISCLOSE A FINANCIAL INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. EACH DIRECTOR, COMMITTEE MEMBER, PRINCIPAL OFFICER, AND KEY EMPLOYEE SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS SUCH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY, HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY; UNDERSTANDS THAT THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES; HAS AGREED TO PROMPTLY NOTIFY THE CHAIR OF THE BOARD, THE CHAIR OF THE EXECUTIVE COMMITTEE, OR THE CHAIR ON AN APPROPRIATE COMMITTEE OF ANY CONFLICT OF INTEREST HE OR SHE MAY HAVE RELATED TO ANY TRANSACTION OR ARRANGEMENT TO WHICH THE CORPORATION IS OR MAY BECOME A PARTY; AND, EACH DIRECTOR, COMMITTEE MEMBER, PRINCIPAL OFFICER, AND KEY EMPLOYEE WILL ANNUALLY EXECUTE A STATEMENT AFFIRMING EACH OF THESE ITEMS. |
| FORM 990, PART VI, LINES 15A & 15B | COMPENSATION ARRANGEMENTS INVOLVING ANY OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES ARE ESTABLISHED PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION OF REASONABLENESS AS PROVIDED FOR IN IRC SEC 4958 (EXCESS BENEFIT TRANSACTION TAX). THIS PROCESS REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, THE USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE DECISION MAKING PROCESS. THE BOARD PERFORMS PERIODIC REVIEW AND DETERMINATION OF APPROPRIATE COMPENSATION LEVELS FOR THE PREVIOUSLY MENTIONED OFFICERS AND KEY EMPLOYEES BASED UPON EXTERNAL SALARY DATA. THEIR MOST RECENT REVIEW INCLUDED A REPORT FROM AN INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANT WHICH USED BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EMPLOYEES, INCLUDING TOTAL ECONOMIC BENEFITS PAID BY ORGANIZATIONS WHICH THE GOVERNING BODY BELIEVES ARE SIMILARLY SITUATED FOR SIMILAR JOB RESPONSIBILITIES, AS OBTAINED FROM INDEPENDENT THIRD-PARTY SOURCES. THE BOARD'S WRITTEN RECORDS INCLUDE (1) THE TERMS OF THE ARRANGEMENT WITH THE DISQUALIFIED PERSON (INCLUDING THE DATE THE ARRANGEMENT WAS APPROVED); (2) A LIST OF MEMBERS PRESENT DURING THE DEBATE OF THE TRANSACTION (AND HOW THE MEMBERS VOTED WHEN IT WAS APPROVED); AND (3) A DESCRIPTION OF THE COMPARABLE DATA RELIED ON BY THE COMMITTEE. THE KEY DELIBERATIONS, A DESCRIPTION OF THE COMPARABILITY DATA, HOW IT WAS OBTAINED, THE MEMBERS PRESENT AND HOW THEY VOTED, WERE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES FOR ITS MEETING DURING THE YEAR. |
| FORM 990, PART VI, LINE 19 | THE AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE GENERAL PUBLIC UNDER CURRENT FEDERAL LAW IS NOT REQUIRED TO BE AVAILABLE FOR PUBLIC INSPECTION. HOWEVER, THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, ATTACHED TO PUBLIC INSPECTION COPY OF THE FORM 990. |
| FORM 990, PART VII, SECTION A: | THE TITLE FOR CATHERINE TONECK IS CHIEF RISK & COMPLIANCE OFFICER (UNTIL 3/8/24). THE TITLE FOR WILLIAM GRIGG IS CFO/ASSISTANT TREASURER OF FOUNDATION (UNTIL 7/07/24) AND FORMER CFO/ASSISTANT TREASURER OF FOUNDATION (UNTIL 1/17/25). THE TITLE FOR ABELARDO NUNEZ IS CFO/ASSISTANT TREASURER OF FOUNDATION (AS OF 7/08/24). THE TITLE FOR KEVIN MCFARLENE IS DIRECTOR/TREASURER (UNTIL 12/31/24) AND VICE CHAIR (AS OF 1/01/25). THE TITLE FOR E. DEWAYNE MCMULLIN IS DIRECTOR/SECRETARY (UNTIL 12/31/24) AND TREASURER (AS OF 1/01/25). THE TITLE FOR MICHAEL TSIA IS DIRECTOR/VICE CHAIR (UNTIL 12/31/24) AND CHAIR (AS OF 1/01/25). |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: CHANGES IN UNRESTRICTED NET ASSETS $ 5,019,838 CHANGES IN RESTRICTED NET ASSETS $ 407,297 ------------------ TOTAL $ 5,427,135 |
| Software ID: | |
| Software Version: |