2024-10-07T13:35:19-05:00 2023-12-31 203992693 RANDY WALKER & CO 7800 IH 10 WEST STE 505 SAN ANTONIO TX 78230 990 2023-01-01 271206961 GREEN BERET FOUNDATION GREE 8442877133 15618 SUMMIT PARK DRIVE 801 MONTGOMERY TX 773561737 CHARLES IACONO PRESIDENT & CEO 8442877133 2024-09-26 1 1 RANDY L WALKER CPA P00963779 2103669430 2023 2024-10-15 13:58:12Z X CHARLES IACONO 15618 SUMMIT PARK DRIVE 801 MONTGOMERY TX 773561737 3586279 0 X WWW.GREENBERETFOUNDATION.ORG X 2010 CA PROVIDE FINANCIAL ASSISTANCE, SUPPORT, AND LIAISING FOR THE WOUNDED, ILL, INJURED AND THE FAMILY MEMBERS (INCLUDING KILLED IN ACTION) OF THE SPECIAL FORCES REGIMENT (GREEN BERETS) WHEN THE CARE SYSTEM DOES NOT COVER THE NEED DIRECTLY RELATED TO THE HEALTH AND WELFARE OF THAT SERVICE MEMBER OR THEIR FAMILY. 9 9 19 60 0 0 3213219 2885717 0 0 88932 116027 245299 46314 3547450 3048058 1692203 845611 0 0 874759 1178798 0 0 288344 959160 912521 3526122 2936930 21328 111128 4396784 4840854 227818 257464 4168966 4583390 X PROVIDE FINANCIAL ASSISTANCE, SUPPORT, AND LIAISING FOR THE WOUNDED, ILL, INJURED AND THE FAMILY MEMBERS (INCLUDING KILLED IN ACTION) OF THE SPECIAL FORCES REGIMENT (GREEN BERETS) WHEN THE CARE SYSTEM DOES NOT COVER THE NEED DIRECTLY RELATED TO THE HEALTH AND WELFARE OF THAT SERVICE MEMBER OR THEIR FAMILY. 0 0 27472 13817 CASUALTY SUPPORT: CASUALTY SUPPORT IS PROVIDED IN TWO FORMS: C3 CHECK AND GORUCK GR1. AS A MATTER OF PRACTICE, THE GREEN BERET FOUNDATION ("GBF") IMMEDIATELY PROVIDES A $2,500 CHECK TO OFFSET HISTORICALLY PREDICTABLE AND UNPREDICTABLE EXPENSES AND A HIGHLY SPECIALIZED RUCKSACK PACKED WITH NON-TRIVIAL ESSENTIALS TO THOSE GREEN BERETS THAT HAVE BEEN MEDEVAC'D AWAY FROM THEIR PERMANENT DUTY STATION. THIS RUCKSACK IS A TOOL TO COMMUNICATE OUR INITIAL ENGAGEMENT WITH THE GREEN BERET AND THEIR FAMILY. WE ENGAGE IMMEDIATELY AND REMAIN ENGAGED WITH THAT FAMILY. AS CASUALTY IMPACTS NOT JUST THE SOLDIER, BUT ALSO THEIR ENTIRE FAMILY. GBF STEPS IN TO PROVIDE THE EXTRA SUPPORT GREEN BERETS AND THEIR FAMILIES NEED IMMEDIATELY AFTER BEING INJURED. 750338 422170 HEALTH AND WELLNESS SUPPORT: WE PROVIDE THE STRENGTH OF LONG-TERM OR ONGOING SUPPORT FOR SPECIAL FORCES SOLDIERS AS THEY MANAGE INJURIES AND CONDITIONS THAT HAVE RESULTED FROM THEIR SERVICE. THE GOAL OF THIS PROGRAM IS TO ENSURE THAT THEIR MIND, BODY, AND SPIRIT ARE HEALTHY BY SUPPLEMENTING THE CARE THEY RECEIVE THROUGH THE MILITARY HEALTH SYSTEM AND THE VETERANS HEALTH ADMINISTRATION. THIS PROGRAM INCLUDES: FINANCIAL SUPPORT FOR ALTERNATIVE TREATMENTS AND THERAPIES NOT COVERED BY THE U.S. DEPARTMENT OF DEFENSE (DOD) AND THE DEPARTMENT OF VETERANS AFFAIRS (VA) INCLUDING MENTAL HEALTH, ADDICTION TREATMENT, OR HYPERBARIC OXYGEN THERAPY. FINANCIAL SUPPORT FOR ADAPTIVE MEDICAL EQUIPMENT SUCH AS SPECIALIZED WHEELCHAIRS, BRACES, STIMULATION MACHINES, PROSTHETICS, ADAPTIVE EQUIPMENT, COMPRESSION SYSTEMS FOR INJURIES, CHAIR LIFTS, CHEMOTHERAPY TREATMENTS, OR MEDICAL SUPPLIES NOT COVERED BY INSURANCE. TRAVEL AND LODGING COSTS FOR TREATMENTS, INCLUDING FOR FAMILY OR CAREGIVERS WHEN NEEDED. FINANCIAL SUPPORT FOR HOSPICE CARE AND SUBSTANCE ABUSE TREATMENTS. 886301 94860 NEXT RIDGELINE SUPPORT: THE NEXT RIDGELINE IS A METAPHOR USED TO SYMBOLIZE A JOURNEY FROM ONE PEAK TO ANOTHER. IN MILITARY TERMS IT MEANS THE HARD OBJECTIVE - VISIBLE BUT REQUIRES TIME AND EFFORT TO GET TO THE NEXT RIDGELINE. THE NEXT RIDGELINE ENSURES THAT SPECIAL FORCES SOLDIERS AND THEIR FAMILIES ARE PREPARED TO TRANSITION FROM ACTIVE-DUTY SERVICE TO CIVILIAN LIFE AND HAVE A TRUSTED RESOURCE FOR NAVIGATING THE VA. THE GREEN BERET FOUNDATION'S NEXT RIDGELINE PROGRAM PROVIDES TRANSITIONING SPECIAL FORCES SOLDIERS DIRECTION AND ACCESS TO A COMPREHENSIVE UNDERSTANDING OF THE VETERANS AFFAIRS BENEFITS & DISABILITY CLAIMS PROCESS AND INTERNAL SYSTEMS TO ENSURE A FAIR AND THOROUGH EVALUATION OF VA CLAIMS. THE ACCURACY OF THESE CLAIMS CAN RESULT IN A QUANTIFIABLE INCREASE IN TAX-FREE COMPENSATION TO A SPECIAL FORCE SOLDIER'S ENTIRE HOUSEHOLD. THIS PROGRAM INCLUDES: VETERAN AFFAIRS ADVOCACY TO REVIEW CURRENT MILITARY/PERSONNEL SERVICE MEDICAL RECORDS OR POST-SERVICE VA. LOCATING ANY TREATMENT RECORDS OR ARCHIVED DOCUMENTS AS EVIDENCE TO SUBMIT WHEN FILING VA DISABILITY CLAIMS. ASSESS PREVIOUS SERVICE DOCUMENTATION OR RECORDS FOR A CONDITION OR AN INJURY THAT COULD HAVE POTENTIALLY LED TO A SERVICE-CONNECTION: THE IN-SERVICE INJURY OR DIAGNOSIS. ACCESS TO OUR REGIONAL ACCREDITED VETERANS SERVICES OFFICERS (VSO) TO FILE AN ORIGINAL OR UPDATED VA DISABILITY CLAIM. PRE-TRANSITION BRIEFINGS FOR SPECIAL FORCES SOLDIERS AND THEIR FAMILY. 660701 314764 FAMILY SUPPORT: THE FAMILY OF A SPECIAL FORCES SOLDIER IS THEIR FIRST AND MOST IMPORTANT SUPPORT, AND SO IT'S CRITICAL THAT THE GREEN BERET FOUNDATION PROVIDES TRUST, STRENGTH, AND SERVICES TO MEET THE NEEDS OF THE ENTIRE FAMILY. THE FAMILY SUPPORT PROGRAMS INCLUDE SCHOLARSHIPS, HEALTH AND WELLNESS PROGRAMS, AND ACCESS TO OUR VERY OWN STEEL MAGS SISTERHOOD PROGRAM. THESE PROGRAMS PROVIDE DIRECT ASSISTANCE FOR THE SPOUSES AND CHILDREN OF SPECIAL FORCES SOLDIERS AS THEY NAVIGATE THE CHALLENGES OF TRAINING, DEPLOYMENTS, AND LIFE AFTER THE MILITARY THAT ARE NOT AVAILABLE BY OTHER MEANS. THESE PROGRAMS INCLUDE: SUPPORT AND FINANCIAL ASSISTANCE TO THE SPOUSES WHO MUST BECOME A CAREGIVER TO A SPECIAL FORCES SOLDIER. THIS SITUATION CAN AFFECT THEM EMOTIONALLY, PHYSICALLY, AND CAN OFTEN SEEM OVERWHELMING. WE HELP THEM MAKE SURE THEY ARE TAKING CARE OF THEMSELVES THROUGHOUT THE CAREGIVING PROCESS. FINANCIAL SUPPORT, CARE, AND EDUCATION FOR SPECIAL FORCES PARENTS WITH SPECIAL-NEEDS CHILDREN. HEALTHCARE AND FINANCIAL SUPPORT FOR SPOUSES AND CHILDREN SUFFERING FROM CONDITIONS NOT COVERED BY THE DOD/VA, INCLUDING CANCER, MEDICAL DEVICES, CHILDCARE, THERAPIES AND RETREATS, AND MEAL TRAINS. THE DE OPPRESSO LIBER (DOL) SCHOLARSHIP PROGRAM, FOR QUALIFIED CHILDREN OF SPECIAL FORCES SOLDIERS. DOL1 SCHOLARSHIPS ARE FOR CHILDREN OF NON-COMMISSIONED OFFICERS, DOL2 SCHOLARSHIPS ARE FOR THE CHILDREN OF WARRANT OFFICERS, AND DOL3 SCHOLARSHIPS ARE FOR THE CHILDREN OF COMMISSIONED OFFICERS. THE ATHENA SCHOLARSHIP PROGRAM IS FOR SPECIAL FORCES SPOUSES PURSUING THEIR UNDERGRADUATE AND GRADUATE DEGREES. THE ATHENA GRANT PROVIDES SPECIAL FORCES SPOUSES FINANCIAL SUPPORT TO COVER THE COSTS OF VOCATIONAL PROGRAMS, EXAMS, AND PROFESSIONAL DEVELOPMENT COURSES. THE STEEL MAGS SISTERHOOD PROGRAM IS EXCLUSIVE TO THE GREEN BERET FOUNDATION. IT PROVIDES SPOUSES, PARENTS, SIBLINGS, AND CAREGIVERS OF SPECIAL FORCES SOLDIERS. THEY RECEIVE UNCONDITIONAL SUPPORT, STRENGTH, ADVOCACY, AND DIRECTION ON HOW TO ACCESS CRITICAL RESOURCES THAT EMPOWER THEM TO BUILD A LIFE WHERE THEY CAN THRIVE FOR THEMSELVES AND THEIR FAMILY. FINANCIAL SUPPORT FOR MONTHLY LIVING EXPENSES DUE TO EXTENUATING CIRCUMSTANCES.GOLD STAR & SURVIVING FAMILIES SUPPORT: OUR GOLD STAR FAMILY PROGRAM BEGINS IN THE IMMEDIATE WAKE OF A COMBAT DEATH, ASSISTING WITH A WIDE VARIETY OF NEEDS TO SUPPORT THE FAMILY DURING THE DIGNIFIED TRANSFER, MEMORIAL SERVICE, AND FUNERAL. OUR SACRED DUTY AND PRIVILEGE AT THE GREEN BERET FOUNDATION IS TO SERVE THE FAMILIES AND LOVED ONES WHO LOST A SPECIAL FORCES SOLDIER. THE FINAL SACRIFICE OF A FALLEN SPECIAL FORCES SOLDIER CAUSES US TO PAUSE, REFLECT, AND GIVE THANKS FOR THE FREEDOMS WE HOLD SO DEAR. FOR THIS REASON, OUR GOLD STAR PROGRAM REMAINS A CRITICAL FOCUS OF OUR MISSION. NOT EVERY LOSS OF A GREEN BERET IS COMBAT RELATED. OUR SURVIVING FAMILY SUPPORT OFTEN BEGINS BEFORE THE GREEN BERET PASSES DUE TO INJURY IN TRAINING, ILLNESS, OR SUICIDE. WITH SUDDEN NON-COMBAT RELATED DEATHS, WE CAN REACT QUICKLY AND PROVIDE SEAMLESS SUPPORT.THIS PROGRAM INCLUDES: POSSIBLE ASSISTANCE OF FUNERAL COSTS NOT COVERED BY THE MILITARY AND CONTINUOUS ENGAGEMENT WITH FAMILIES TO SUPPORT THE HEALING OF THE GREEN BERET'S IMMEDIATE FAMILY THROUGH THERAPIES, ACTIVITIES, AND NETWORKING. 660701 314764 2324812 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR CA CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OR PA RI SC TN UT VA WV WI X X X CHARLES IACONO 8442877133 15618 SUMMIT PARK DRIVE 801 MONTGOMERY TX 773561737 JASON MCCARTHY DIRECTOR 2.00 X 0 0 0 FRAN WESSELING DIRECTOR 5.00 X 0 0 0 KRISTA ANDERSON DIRECTOR (THRU 12/14/23) 2.00 X 0 0 0 MICHAEL WISE DIRECTOR 2.00 X 0 0 0 JASON MCCARTHY DIRECTOR 2.00 X 0 0 0 ROBERT MCKEE DIRECTOR (STARTING 12/14/23) 2.00 X 0 0 0 NATE BEULOW DIRECTOR (THRU 12/14/23) 2.00 X 0 0 0 WALT COOPER DIRECTOR 2.00 X 0 0 0 LTGR KEN TOVO CHAIRMAN 5.00 X X 0 0 0 ANDREW BRAY SECRETARY 5.00 X X 0 0 0 CHRIS ROBINETTE TREASURER 5.00 X X 0 0 0 CHARLES P IACONO PRESIDENT & CEO (STARTING 4/7/2023) 40.00 X 149092 0 5107 FRANCES ARIAS INTER ED (THRU 3/23) COO (THRU 9/23) 40.00 X 119814 0 0 268906 0 5107 2 0 1 0 0 711080 2174637 47915 2885717 116027 116027 413537 711080 441815 -28278 -28278 70643 0 70643 70643 100355 96406 3949 3949 3048058 3949 0 158392 23975 23975 821636 821636 274013 223073 26227 24713 773594 629766 74059 69769 41859 34115 3965 3779 89332 73383 8166 7783 264780 128393 85478 50909 151327 71163 45980 34184 160560 75480 43938 41142 94873 78795 10544 5534 19230 2344 16886 19805 19175 630 18297 14637 1830 1830 16546 8273 4137 4136 EDUCATIONAL AND PROGRAM 148083 107705 15111 25267 REPAIRS & MAINTENANCE 13658 13658 MEALS & ENTERTAINMENT 4762 985 1365 2412 PROFESSIONAL DEVELOPMEN 600 600 2936930 2324812 323774 288344 709658 574695 200 286312 71589 71295 89416 38741 52616 17074 67065 43995 31897 23070 3329836 3749152 111572 80515 4396784 4840854 92890 175314 22759 0 112169 82150 227818 257464 X 3565432 3685531 603534 897859 4168966 4583390 4396784 4840854 111128 303296 0 X X 0 1 X 1 0 X 2092916 2028290 2716564 3213219 2885717 12936706 2092916 2028290 2716564 3213219 2885717 12936706 505441 12431265 62059 83606 104471 91603 116027 457766 49788 84112 579055 206860 42365 962180 8496 5255 13751 14370403 428448 0.86510 0.82470 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 8,496. 2022 AMOUNT: $ 5,255. SCHEDULE A, PART II GREEN BERET FOUNDATION CHANGED ACCOUNTING FIRMS FOR THE PREPARATION OF THE FORM 990 DURING THE 2019 FILING PERIOD. AS SUCH, A CHANGE WAS MADE TO THE PRESENTATION OF THE CONTRIBUTIONS FROM FUNDRAISING TO MORE ACCURATELY REFLECT THE STREAMS OF SUPPORT AND COMPLY WITH THE IRS FORM 990 GUIDELINES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67065 43995 23070 23070 OPERATING LEASE PAYABLE 82150 82150 3447760 303296 303296 3144464 -96406 -96406 3048058 3033336 96406 96406 2936930 0 2936930 PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOOD SOLD -96,406. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 96,406. SPECIAL EVENTS 1124617 711080 413537 441815 1124617 711080 413537 441815 441815 -28278 70643 1 0.99000 70643 70643 OH FL NV NH 1 0 1 0 1.00000 DANA KYLE 15618 SUMMIT PARK DRIVE 801 MONTGOMERY TX 773561737 0 DANA KYLE 511 COORDINATION OF RAFFLE DURING FUNDRAISING EVENTS. X 0 1 SPECIAL FORCES ASSOCIATION CHAPTER 500 1350-C SOUTHPORT RD 258 INDIANAPOLIS IN 46217 566148492 501(C)(19) 15000 0 SFA CONVENTION 0 1 CASUALTY SUPPORT 6 13710 HEALTH & WELLNESS SUPPORT 292 419239 NEXT RIDGELINE SUPPORT 2901 79771 FAMILY SUPPORT 479 291631 GOLD STAR FAMILIES 40 17285 PART I, LINE 2: CASUALTY SUPPORT CASES AND THEIR RESPECTIVE GRANT FUNDS ARE ONLY USED WHEN A REQUEST IS FORMALLY MADE (VIA EMAIL) TO THE FOUNDATION BY USSOCOM WARRIOR CARE PROGRAM. FOR ALL REQUESTS FOR SUPPORT, A NARRATIVE IS SENT TO THE FOUNDATION FOR REVIEW TO ENSURE THAT EACH REQUEST FALLS UNDER THE ORGANIZATION'S MISSION. THE PRESIDENT & CEO IS GRANTED PURCHASE AUTHORITY. SHOULD A REQUEST MEET A CERTAIN THRESHOLD, A WRITTEN NARRATIVE IS PREPARED AS A TASKER AT WHICH TIME IT IS SENT TO THE ENTIRE BOARD OF DIRECTORS FOR A VOTE. SCHEDULE I, PART III NEXT RIDGELINE SUPPORT: THE NUMBER OF RECIPIENTS OF 2,901 IN COLUMN (B) REPRESENTS THE NUMBER OF INDIVIDUALS WHO RECEIVED DIRECT FINANCIAL ASSISTANCE AS WELL AS INDIRECT SUPPORT SUCH AS RESOURCES, REFERRALS TO PROGRAM PARTNERS, ETC. X X X 1 0 0 0 0 0 0 0 0 CHARLES P IACONO PRESIDENT & CEO (STARTING 4/7/2023) 144092 0 5000 0 0 0 0 0 5107 0 154199 0 0 0 PART I, LINE 4A FRANCES ARIAS, $18,750 SEVERANCE PAYMENT. X AUCTION ITEMS 10 47265 FAIR MARKET VALUE X PROGRAM SUPPLIES 1 650 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE ORGANIZATION USES A COMBINATION OF THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS RECEIVED FOR THE PRESENTATION OF PART I, COLUMN (B). SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION GREEN BERET FOUNDATION 15618 SUMMIT PARK DRIVE, SUITE 801 MONTGOMERY, TX 77356-1737 EMPLOYER IDENTIFICATION NUMBER: 27-1206961 FOR THE YEAR ENDING DECEMBER 31, 2023 GREEN BERET FOUNDATION IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT & CEO DISTRIBUTES THE COMPLETED FORM 990 TO THE BOARD OF DIRECTORS FOR REVIEW. IF THE BOARD MEMBERS HAVE ANY QUESTIONS, THE PRESIDENT & CEO ADDRESSES THOSE INQUIRIES. FORM 990, PART VI, SECTION B, LINE 12C 1. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD. ANY DIRECTOR MAY RECUSE HIMSELF OR HERSELF AT ANY TIME FROM INVOLVEMENT IN ANY DECISION OR DISCUSSION IN WHICH THE DIRECTOR BELIEVES HE OR SHE HAS OR MAY HAVE A CONFLICT OF INTEREST, WITHOUT GOING THROUGH THE PROCESS FOR DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE BOARD SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL DETERMINE WHETHER GBF CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN GBF'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS GBF 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. 2. EACH VOTING MEMBER OF THE BOARD SHALL ANNUALLY SIGN A STATEMENT WHICH DECLARES WHETHER SUCH PERSON IS AN INDEPENDENT DIRECTOR. 3. IF AT ANY TIME DURING THE YEAR, THE INFORMATION IN THE ANNUAL STATEMENT CHANGES MATERIALLY, THE DIRECTOR SHALL DISCLOSE SUCH CHANGES AND REVISE THE ANNUAL DISCLOSURE FORM. 4. THE BOARD SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO CONDUCTS RESEARCH TO IDENTIFY FAIR AND EQUITABLE COMPENSATION RATES FOR EACH POSITION COMMENSURATE WITH JOB DUTIES, LEVEL OF EXPERIENCE, QUALIFICATIONS AND OTHER RELEVANT FACTORS WITH THE ASSISTANCE OF FINANCIAL AND ADMINISTRATIVE SUPPORT RESOURCES INCLUDING ASSESSMENT OF INTERNAL EQUITY. COMPENSATION INFORMATION IS INCLUDED IN THE ANNUAL BUDGET PROCESS WHICH IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION FOR THE PRESIDENT & CEO IS SET BY THE BOARD OF DIRECTORS, THE PROCESS FOR WHICH INCLUDES REVIEW OF 990'S, MARKET DATA AND SIMILAR ASSESSMENTS OF POSITION SCOPE, EXPERIENCE AND QUALIFICATIONS. FORM 990, PART VI, SECTION C, LINE 19 GREEN BERET FOUNDATION MAKES ITS ANNUAL REPORTS, CONFLICT OF INTEREST POLICY, AND 990 AVAILABLE TO THE PUBLIC ON ITS PUBLIC WEBSITE AND/OR UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S PROCESS FOR ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM THE PRIOR YEAR.