2025-11-07T15:08:13-05:00 2025-06-30 581941470 HOLLAND BROMLEY BARNHILL & BRETT LLP 530 STEPHENSON AVE STE 200 SAVANNAH GA 31405 990 2024-07-01 586033468 THE SAVANNAH COMMUNITY FOUNDATION INC SAVA 9129217700 2225 NORWOOD AVE SUITE B SAVANNAH GA 31406 K RUSSELL SIMPSON PRESIDENT 9129217700 2025-11-03 true S STEWART BROMLEY P00336389 9122353410 2025-11-03 X 2024 2025-03-06 01:10:19Z K RUSSELL SIMPSON 2225 NORWOOD AVENUE SUITE B SAVANNAH GA 31406 46187860 false X SAVFOUNDATION.ORG X 1956 GA THE SAVANNAH COMMUNITY FOUNDATION BENEFITS DONORS, DONEES, AND THE COMMUNITY BY PROVIDING A SAFE, SIMPLE, INEXPENSIVE, AND TAX EFFICIENT VEHICLE FOR PHILANTHROPIC CAPITAL ACCUMULATION, INVESTMENT AND DISTRIBUTION TO PUBLIC CHARITIES. 17 17 0 0 28307168 13783452 0 2640091 4933994 1209 380 30948468 18717826 5507313 6129191 0 0 0 0 578881 799482 6086194 6928673 24862274 11789153 85581064 103559912 0 85581064 103559912 X THE SAVANNAH COMMUNITY FOUNDATION BENEFITS DONORS, DONEES, AND THE COMMUNITY BY PROVIDING A SAFE, SIMPLE, INEXPENSIVE, AND TAX EFFICIENT VEHICLE FOR PHILANTHROPIC CAPITAL ACCUMULATION, INVESTMENT AND DISTRIBUTION TO PUBLIC CHARITIES. false false 6129191 6129191 CONTRIBUTIONS MADE TO EXEMPT RELIGIOUS, CHARITABLE, OR EDUCATIONAL ORGANIZATIONS FROM DISCRETIONARY AND OTHER FUNDS HELD BY THE COMMUNITY FOUNDATION. 6129191 true true false false false true false false false false true false false false false false true false false false false false false false false false false true false false false false false false false false false true true false false false false false false false false true 0 0 0 false false false false false false false false false false false false false false false false false X 17 17 true true false false false false false true true false false true true true true true true false false false GA X X K RUSSELL SIMPSON 9129217700 2225 NORWOOD AVENUE SUITE B SAVANNAH GA 31406 X JENNIFER ABSHIRE DIRECTOR 1.00 X 0 0 0 RUSSELL C JACOBS III CFP DIRECTOR 1.00 X 0 0 0 FRANK S MACGILL ESQ DIRECTOR 2.00 X 0 0 0 GENNIE G LONG ESQ DIRECTOR 1.00 X 0 0 0 ROBERT L MCCORKLE III ESQ CHAIR 2.00 X X 0 0 0 LINDA J EVANS DIRECTOR 1.00 X 0 0 0 JENNY L GENTRY TREASURER 2.00 X X 0 0 0 JUSTIN A GODCHAUX DIRECTOR 1.00 X 0 0 0 JOHN C HELMKEN II ASSISTANT TR 2.00 X X 0 0 0 BEN JONES JR DIRECTOR 1.00 X 0 0 0 JAMES C MCCURRY JR DIRECTOR 1.00 X 0 0 0 PHILIP SOLOMONS JR IMMEDIATE PA 2.00 X X 0 0 0 STEPHEN S LEONARD DIRECTOR 1.00 X 0 0 0 KACEY K RAY VICE PRESIDE 2.00 X X 0 0 0 STEPHEN R RILEE DIRECTOR 1.00 X 0 0 0 JOYCE M ROCHE DIRECTOR 1.00 X 0 0 0 MICHAEL C TRAYNOR SECRETARY 2.00 X X 0 0 0 K RUSSELL SIMPSON PRESIDENT 15.00 X 0 0 0 false false false SIMPSON LAW PC 2225 NORWOOD AVENUE SUITE A SAVANNAH GA 31406 MGMT CONTRACT 210900 1 13783452 6785016 13783452 2659726 2659726 29744302 27470034 2274268 2274268 2274268 MISCELLANEOUS 380 380 380 18717826 4934374 6129191 6129191 210900 210900 8900 8900 464773 464773 31527 31527 11883 11883 CUSTODIAL FEES 51319 51319 FOREIGN TAX 17008 17008 CC FEES 2227 2227 PRESIDENT'S DISCRETIONARY 600 600 345 345 6928673 6129191 799482 0 238879 246600 4809349 4846266 49147 49147 80532836 98467046 85581064 103559912 0 0 X 85581064 103559912 85581064 103559912 85581064 103559912 X 11789153 6189695 X X false true X true false X 22736084 7447659 4818174 28307168 13783452 77092537 22736084 7447659 4818174 28307168 13783452 77092537 25243351 51849186 751575 1229926 1498596 1982863 2659726 8122686 209 380 589 85215812 0.60840 0.60780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84 60 10180440 3603013 4978164 1039232 78138979 25420923 true true 49147 49147 24391429 6189695 -516092 5673603 18717826 18717826 6412581 6412581 516092 516092 6928673 SCHEDULE D, PAGE 4, PART XI, LINE 2D INVESTMENT EXPENSES -516,092 SCHEDULE D, PAGE 4, PART XII, LINE 4B INVESTMENT EXPENSES 516,092 true ALZHEIMER'S ASSOCIATION P O BOX 96011 WASHINGTON DC 200906011 133039601 20000 FINANCIAL SUPPORT AMERICA'S SECOND HARVEST OF COASTAL 1380 CHATHAM PARKWAY SAVANNAH GA 31405 581442013 203519 FINANCIAL SUPPORT BETHESDA UNION SOCIETY OF SAVANNAH D/B/A BETHESDA ACADEMY SAVANNAH GA 31416 580637013 39225 FINANCIAL SUPPORT BOYS & GIRLS CLUBS OF MAGIC VALLEY 650 ADDISON AVE W STE 210 TWIN FALLS ID 83301 943176622 10000 FINANCIAL SUPPORT BRIGHTSIDE CHILD & FAMILY ADVOCACY 761 WHEATON ST 5TH FLOOR SAVANNAH GA 31401 582058358 48650 FINANCIAL SUPPORT CANDLER FOUNDATION 5356 REYNOLDS STREET STE 400 SAVANNAH GA 31405 581553254 16050 FINANCIAL SUPPORT CATHEDRAL BASILICA OF ST JOHN THE 222 EAST HARRIS STREET SAVANNAH GA 31401 580864009 5700 FINANCIAL SUPPORT CHATHAM-SAVANNAH CITIZEN ADVOCACY 517 E CONGRESS STREET SAVANNAH GA 31401 581515792 21594 FINANCIAL SUPPORT CHRIST CHURCH - EPISCOPAL 18 ABERCORN STREET SAVANNAH GA 31401 753259262 8333 FINANCIAL SUPPORT CHRIST CHURCH - ANGLICAN 2020 BULL STREET SAVANNAH GA 31401 455198901 12000 FINANCIAL SUPPORT CITY OF SAVANNAH PO BOX 1027 SAVANNAH GA 31402 586000660 26500 FINANCIAL SUPPORT COASTAL CHILDREN'S ADVOCACY CENTER PO BOX 9926 SAVANNAH GA 31412 581944825 77250 FINANCIAL SUPPORT COASTAL EMPIRE HABITAT FOR HUMANITY POST OFFICE BOX 2431 SAVANNAH GA 31402 581537535 9000 FINANCIAL SUPPORT COASTAL HERITAGE SOCIETY 303 MARTIN LUTHER KING JR BLVD SAVANNAH GA 31401 581246230 125750 FINANCIAL SUPPORT CONGREGATION MICKVE ISRAEL POST OFFICE BOX 816 SAVANNAH GA 314020816 580603139 45710 FINANCIAL SUPPORT CONGREGATION RODEPH SHALOM 615 NORTH BROAD STREET PHILADELPHIA PA 19123 231365228 7070 FINANCIAL SUPPORT CRU INC 100 LAKE HART DRIVE ORLANDO FL 32832 956006173 10000 FINANCIAL SUPPORT DANCE LAB NY 433 WEST 34TH ST NEW YORK NY 10001 462689988 15000 FINANCIAL SUPPORT DUKE UNIVERSITY 324 BLACKWELL ST DURHAM NC 27701 560532129 10000 FINANCIAL SUPPORT EAST SAVANNAH UNITED INC PO BOX 565 SAVANNAH GA 31402 861566364 50000 FINANCIAL SUPPORT ECONOMIC OPPORTUNITY AUTHORITY FOR 618 W ANDERSON STREET SAVANNAH GA 31415 580623603 5150 FINANCIAL SUPPORT EDUCATE CHATHAM FOUNDATION INC 208 BULL STREET SAVANNAH GA 31401 753226391 10000 FINANCIAL SUPPORT ELEVATE SAVANNAH CORPORATION PO BOX 13118 SAVANNAH GA 31416 832623406 57500 FINANCIAL SUPPORT FELLOWSHIP OF CHRISTIAN ATHLETES 5710 OGEECHEE ROAD SAVANNAH GA 31405 440610626 10000 FINANCIAL SUPPORT FIRST PRESBYTERIAN CHURCH 520 WASHINGTON AVENUE SAVANNAH GA 31405 580612608 16000 FINANCIAL SUPPORT FLANNERY O'CONNOR HOME FOUNDATION 207 EAST CHARLTON STREET SAVANNAH GA 31401 581861601 11657 FINANCIAL SUPPORT FORSYTH FARMERS MARKET INC PO BOX 5012 SAVANNAH GA 31414 461112698 46500 FINANCIAL SUPPORT FRANK CALLEN BOYS & GIRLS CLUB INC 510 E CHARLTON STREET SAVANNAH GA 31401 580622969 10700 FINANCIAL SUPPORT FRIENDS OF THE CHILDREN OF HAITI PO BOX 789 PEORIA IL 61653 371274477 50000 FINANCIAL SUPPORT GEORGIA HISTORICAL SOCIETY 104 WEST GASTON STREET SAVANNAH GA 31401 580593403 74250 FINANCIAL SUPPORT GEORGIA SOUTHERN UNIVERSITY FOUNDAT PO BOX 1107 STATESBORO GA 30459 586034031 48850 FINANCIAL SUPPORT GIRL SCOUTS OF HISTORIC GEORGIA IN 535 E LIBERTY STREET SAVANNAH GA 31401 580610074 5420 FINANCIAL SUPPORT GREY MATTERS PROJECT INC D/B/A THE CURRENT SAVANNAH GA 31401 842657297 25500 FINANCIAL SUPPORT HOSPICE SAVANNAH FOUNDATION INC POST OFFICE BOX 13190 SAVANNAH GA 31416 582215819 57151 FINANCIAL SUPPORT HUGS - HEADS-UP GUIDANCE SERVICES PO BOX 16026 SAVANNAH GA 31416 270754097 38600 FINANCIAL SUPPORT HUMANE SOCIETY FOR GREATER SAVANNAH 7215 SALLIE MOOD DRIVE SAVANNAH GA 31406 580809399 5425 FINANCIAL SUPPORT ISLANDS CHRISTIAN CHURCH 4601 US HIGHWAY 80 E SAVANNAH GA 31410 800097450 6500 FINANCIAL SUPPORT ISLE OF HOPE UNITED METHODIST CHURC 412 PARKERSBURG ROAD SAVANNAH GA 31406 581081612 60100 FINANCIAL SUPPORT JEWISH EDUCATIONAL ALLIANCE 5111 ABERCORN STREET SAVANNAH GA 314055214 580568690 20800 FINANCIAL SUPPORT JUNIOR ACHIEVEMENT OF GEORGIA-COAST 11935 ABERCORN ST SAVANNAH GA 31419 580593403 5500 FINANCIAL SUPPORT KATHERINE'S LIGHT FOUNDATION 309 LOCUST THORN COURT MILLERSVILLE MD 21108 932389250 6250 FINANCIAL SUPPORT KING-TISDELL COTTAGE FOUNDATION IN ATTN TREASURER SAVANNAH GA 31401 581613243 13000 FINANCIAL SUPPORT LIGHT FOR THE NATIONS 154 PALMETTO DRIVE RINCON GA 31326 582609776 10000 FINANCIAL SUPPORT LIVE OAK PUBLIC LIBRARIES 2002 BULL STREET SAVANNAH GA 31401 586000478 8319 FINANCIAL SUPPORT LOCAL OUTREACH VOLUNTEER EDUCATORS 54 DIAMOND CAUSEWAY SAVANNAH GA 31411 873134783 5050 FINANCIAL SUPPORT LOOP IT UP SAVANNAH INC 1106 E 59TH STREET SAVANNAH GA 31404 473647962 16750 FINANCIAL SUPPORT MATTHEW REARDON CENTER FOR AUTISM 11500 MIDDLEGROUND ROAD SAVANNAH GA 31419 582570318 20428 FINANCIAL SUPPORT MEDICAL COLLEGE OF GEORGIA FOUNDATI 720 SAINT SEBASTIAN WAY STE 150 AUGUSTA GA 30901 580706796 25000 FINANCIAL SUPPORT NAMI SAVANNAH INC PO BOX 13731 SAVANNAH GA 31416 582177389 9501 FINANCIAL SUPPORT NATIONAL COAST GUARD MUSEUM ASSN I 78 HOWARD ST STE A NEW LONDON CT 06320 061621858 10000 FINANCIAL SUPPORT OGEECHEE-CANOOCHEE RIVERKEEPER PO BOX 16206 SAVANNAH GA 31416 582636669 11400 FINANCIAL SUPPORT ONE HUNDRED MILES PO BOX 2056 BRUNSWICK GA 31521 455260656 30100 FINANCIAL SUPPORT PARENTS & FRIENDS OF HANCOCK INC 6600 HOWARD FOSS DRIVE SAVANNAH GA 31406 593779528 6200 FINANCIAL SUPPORT PARK PLACE OUTREACH INC 514 EAST HENRY STREET SAVANNAH GA 31401 581623253 65244 FINANCIAL SUPPORT PARKER'S COMMUNITY FUND 171 CROSSROADS PARKWAY SAVANNAH GA 31407 873527043 63714 FINANCIAL SUPPORT PARKER KA'LEAH 5 LAKE SHORE BLVD PORT WENTWORTH GA 31407 237075014 6000 FINANCIAL SUPPORT PEOPLE OF ACTION CARING FOR KIDS I 4 MALL TERRACE SAVANNAH GA 31406 812615493 10000 FINANCIAL SUPPORT PERFORMANCE INITIATIVES INC POST OFFICE BOX 5036 SAVANNAH GA 31414 202984292 244100 FINANCIAL SUPPORT PLANNED PARENTHOOD OF IL 17 N STATE ST STE 500 CHICAGO IL 60602 362170901 20000 FINANCIAL SUPPORT REPURPOSE SAVANNAH 2302 GWINNETT ST SAVANNAH GA 31404 273072146 10000 FINANCIAL SUPPORT REED HOUSE INC C/O GATEWAY COMMUNITY SERVICE BOARD BRUNSWICK GA 31523 260786026 9501 FINANCIAL SUPPORT RIDDLEVILLE BAPTIST CHURCH 9500 GA HWY 242 HARRISON GA 31035 582153508 10000 FINANCIAL SUPPORT RONALD MCDONALD HOUSE CHARITIES OF 4710 WATERS AVENUE SAVANNAH GA 31404 581630107 201750 FINANCIAL SUPPORT ROYCE LEARNING CENTER 4 OGLETHORPE PROFESSIONAL BLVD SAVANNAH GA 31406 237079608 155525 FINANCIAL SUPPORT SAFE SHELTER INC POST OFFICE BOX 61119 SAVANNAH GA 31420 581392664 32332 FINANCIAL SUPPORT SAVANNAH ASSOCIATION FOR THE BLIND 1141 CORNELL AVENUE SAVANNAH GA 31406 581115656 15250 FINANCIAL SUPPORT SAVANNAH BOOK FESTIVAL 37 E FAIRMONT AVE 216 SAVANNAH GA 31406 205945596 6200 FINANCIAL SUPPORT SAVANNAH CLASSICAL ACADEMY FOUNDATI 705 E ANDERSON STREET SAVANNAH GA 31401 814766728 151463 FINANCIAL SUPPORT SAVANNAH CLASSICAL ACADEMY INC 705 E ANDERSON STREET SAVANNAH GA 31401 800576349 40000 FINANCIAL SUPPORT SAVANNAH COUNTRY DAY SCHOOL 824 STILLWOOD DRIVE SAVANNAH GA 31419 580655290 245250 FINANCIAL SUPPORT SAVANNAH JEWISH FEDERATION 5111 ABERCORN STREET SAVANNAH GA 314055214 580566231 45500 FINANCIAL SUPPORT SAVANNAH MUSIC FESTIVAL INC 120 E 42ND STREET SAVANNAH GA 31401 581401616 37500 FINANCIAL SUPPORT SAVANNAH PHILHARMONIC CORPORATION PO BOX 11323 SAVANNAH GA 31412 264016312 167350 FINANCIAL SUPPORT SAVANNAH RIVERKEEPER PO BOX 60 AUGUSTA GA 30903 582630660 201629 FINANCIAL SUPPORT SAVANNAH SCIENCE MUSEUM CARETTA RESEARCH PROJECT SAVANNAH GA 314129841 580669887 17329 FINANCIAL SUPPORT SAVANNAH SPEECH AND HEARING CENTER 5414 SKIDAWAY ROAD SAVANNAH GA 31406 580656409 7484 FINANCIAL SUPPORT SAVANNAH TECHNICAL COLLEGE FOUNDATI 5717 WHITE BLUFF ROAD SAVANNAH GA 314055521 581609038 42000 FINANCIAL SUPPORT SAVANNAH WILDLIFE RESCUE CENTER 2213 ROWLAND AVE STE C SAVANNAH GA 31404 473796934 101000 FINANCIAL SUPPORT SENIOR CITIZENS INC 3025 BULL STREET SAVANNAH GA 31405 580864009 65800 FINANCIAL SUPPORT SHRINERS HOSPITALS FOR CHILDREN 2900 N ROCKY POINT DRIVE TAMPA FL 33607 362193608 8225 FINANCIAL SUPPORT SOUTHEASTERN GUIDE DOGS INC 4210 77TH STREET E PALMETTO FL 34221 592252352 10000 FINANCIAL SUPPORT ST JOHN'S EPISCOPAL CHURCH 1 WEST MACON STREET SAVANNAH GA 31401 580692297 60600 FINANCIAL SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPIT POST OFFICE BOX 50 MEMPHIS TN 38101 620646012 25000 FINANCIAL SUPPORT ST PETER'S EPISCOPAL CHURCH 3 WEST RIDGE ROAD SAVANNAH GA 31411 581893801 18523 FINANCIAL SUPPORT ST THOMAS EPISCOPAL CHURCH 2 ST THOMAS AVENUE SAVANNAH GA 31406 580687573 17000 FINANCIAL SUPPORT TELFAIR MUSEUMS POST OFFICE BOX 10081 SAVANNAH GA 31412 580610074 96700 FINANCIAL SUPPORT THARROS PLACE INC PO BOX 23141 SAVANNAH GA 31403 873134783 371650 FINANCIAL SUPPORT THE CARTER CENTER 453 JOHN LEWIS FREEDOM PARKWAY NE ATLANTA GA 30307 581454716 20000 FINANCIAL SUPPORT THE LEUKEMIA & LYMPHOMA SOCIETY DONOR SERVICES BUFFALO NY 14222 580655290 5200 FINANCIAL SUPPORT THE LIVING VINE 535 EAST 54TH STREET SAVANNAH GA 31405 582088326 19450 FINANCIAL SUPPORT THE OSSABAW ISLAND FOUNDATION 13040 ABERCORN STREET STE 20 SAVANNAH GA 31419 581397054 11600 FINANCIAL SUPPORT THE SALVATION ARMY POST OFFICE BOX 23798 SAVANNAH GA 314033798 580660607 43855 FINANCIAL SUPPORT THE SAVANNAH SCOTTISH GAMES INC PO BOX 13435 SAVANNAH GA 31416 581514403 66000 FINANCIAL SUPPORT THE SAVANNAH TREE FOUNDATION PO BOX 8880 SAVANNAH GA 31412 581494721 14500 FINANCIAL SUPPORT THOMAS HEYWARD ACADEMY 1727 MALPHRUS ROAD RIDGELAND SC 29936 237075014 100000 FINANCIAL SUPPORT UNION MISSION INC 120 FAHM STREET SAVANNAH GA 31401 580827524 142189 FINANCIAL SUPPORT UNITED FOR LIFE TO HIS GLORY 5302 FREDERICK ST STE 107 SAVANNAH GA 31405 821622301 10024 FINANCIAL SUPPORT UNITED WAY OF NC 1130 KILDAIRE FARM RD CARY NC 27511 560564547 7500 FINANCIAL SUPPORT UNITED WAY OF THE COASTAL EMPIRE I PO BOX 2946 SAVANNAH GA 31402 580623603 534363 FINANCIAL SUPPORT UNIVERSITY OF GEORGIA FOUNDATION 1 PRESS PLACE STE 101 ATHENS GA 30601 586033837 58600 FINANCIAL SUPPORT UNIVERSITY OF VIRGINIA PO BOX 37963 BOONE IA 50037 546001796 500000 FINANCIAL SUPPORT USO FORT STEWART PO BOX 3510 FORT STEWART GA 31315 131610451 15000 FINANCIAL SUPPORT VICTOR B JENKINS JR MEMORIAL ATHL POST OFFICE BOX 14271 SAVANNAH GA 31416 581442013 5250 FINANCIAL SUPPORT VMI FOUNDATION PO BOX 932 LEXINGTON VA 24450 540505966 64608 FINANCIAL SUPPORT WESLEY COMMUNITY CENTERS OF SAVANNA 1601 DRAYTON STREET SAVANNAH GA 31401 581029611 6400 FINANCIAL SUPPORT WORLD CENTRAL KITCHEN INC ATTN DONOR SERVICES TEAM WASHINGTON DC 200906538 273521132 21000 FINANCIAL SUPPORT WORLD'S LARGEST SHAMROCK INC 900 MOHAWK ST STE E SAVANNAH GA 31419 463672387 10000 FINANCIAL SUPPORT WORMSLOE INSTITUTE FOR ENVIRONMENTA 22 W BRYAN ST PMB 300 SAVANNAH GA 31401 262900532 12000 FINANCIAL SUPPORT YMCA OF COASTAL GA INC 6400 HABERSHAM ST STE A SAVANNAH GA 31405 264016312 5750 FINANCIAL SUPPORT SIMPSON LAW PC PRESIDENT 210900 false JOHN C HELMKEN FOUNDATION GA MARKET PRESI 51319 false SCHEDULE L, PART V (A) NAME OF PERSON: SIMPSON LAW, PC (D) DESCRIPTION OF TRANSACTION: OPERATES THE ORGANIZATION UNDER A TURN-KEY MANAGEMENT CONTRACT. THE OWNER AND PRESIDENT, K. RUSSELL SIMPSON, SERVES AS THE PRESIDENT OF THE ORGANIZATION, BUT IS NOT A DIRECTOR. (A) NAME OF PERSON: JOHN C. HELMKEN, FOUNDATION DIRECTOR & ASSISTANT TREASURER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: GEORGIA MARKET PRESIDENT - SOUTH STATE BANK (D) DESCRIPTION OF TRANSACTION; CUSTODIAL AND BANKING SERVICES X 12 6785016 FAIR MARKET VALUE false true false FORM 990 - ORGANIZATION'S MISSION THE SAVANNAH COMMUNITY FOUNDATION BENEFITS DONORS, DONEES, AND THE COMMUNITY BY PROVIDING A SAFE, SIMPLE, INEXPENSIVE, AND TAX EFFICIENT VEHICLE FOR PHILANTHROPIC CAPITAL ACCUMULATION, INVESTMENT AND DISTRIBUTION TO PUBLIC CHARITIES. FORM 990, PART VI SOME DIRECTORS HAVE BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS IN THE LOCAL COMMUNITY. FORM 990, PAGE 6, PART VI, LINE 2 SIMPSON LAW, PC PRESIDENT FORM 990, PAGE 6, PART VI, LINE 3 INVESTMENT ADVICE IS PROVIDED BY PROFESSIONAL MONEY MANAGERS. THE ORGANIZATION HAS A MANAGEMENT CONTRACT. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF DIRECTORS DISCUSSES THE CONFLICT OF INTEREST POLICY AND DISCLOSURES OF CONFLICTS AT LEAST ANNUALLY. ALL BOARD OF DIRECTORS SIGN A CONFLICTS OF INTEREST POLICY DOCUMENT THAT IS MAINTAINED IN THE ORGANIZATION'S RECORDS. FORM 990, PAGE 6, PART VI, LINE 19 THE BOARD OF DIRECTORS WILL PROVIDE COPIES OF THE GOVERNING DOCUMENTS POLICIES, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART XI, LINE 9 INVESTMENT EXPENSES -516,092 INVESTMENT EXPENSES 516,092 FORM 990, PART XII THE ORGANIZATION HAS NOT CHANGED ANY OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR.