The Paul G Duke Foundation

“To facilitate the timely filing of the form 990, the return is not reviewed prior to its filing by all trustees. The return is, however, available for review at the next regularly scheduled board meeting as applicable. The return is also posted to a secure portal for viewing, and the return is also available upon request.”

“Annually, trustees are required, in writing, to confirm both their understanding of the foundation's conflict of interest policy, and that he/she is in compliance with it.”

“Form 990, part vi, section b, lines 15a & b: top officials are not compensated”

“The organization's forms 1023 and 990 are available upon request. Further, the organization's form 990 is available at www.guidestar.org”

“This organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

“Statement of principles grants may be made to charitable organizations in the miami county region (includes counties contiguous to miami county) and central ohio. Special emphasis will be placed on grants to charitable organizations in the miami county region. Generally, 75 percent of available grantmaking funds shall be designated for use in the miami county region and 25 percent of available grantmaking funds shall be designated for use in central ohio. In the event that there are insufficient acceptable requests from the miami county region to reach the designated 75 percent, excess funds will be reserved for future disposition in the miami ohio county region. This statement underscores the foundations roots in miami county; however, the board may in its discretion authorize grants to charitable organizations outside the miami county and central ohio regions. The foundation will honor paul dukes concern for children, families, and the most needy members of society.”

“REFUNDED GRANTS 4,624.”

“The organization does not have a formal committee with specific duties to oversee the audit and the selection of the independent accountant. However, the foundation's financial statements are reviewed by the entire board of trustees either at a formal board meeting, or by means of an "actions without a meeting", or they are distributed to the board of trustees via e-mail or mail without a formal board meeting or "actions without a meeting". An officer of the foundation, either the treasurer or assistant treasurer presents or e-mails or mails the audited financial statements. Similarly, any discussion regarding the selection and retention of the independent accountant is done at the board level. These processes remain unchanged from the prior year.”