Joseph and Sherry Felson Family Foundation

“The form 990 is prepared based on audited consolidated financial statements and with the assistance of the related party's finance and accounting staff. The final draft of the 990 is reviewed by the treasurer. The president and/or other officers receive the final version of the form prior to filing.”

“The organization regularly and consistently monitors and enforces compliance with its conflict of interest policy. For trustees and officers conflict of interest policy, the supported organization requests completion of an annual disclosure form by january 31 for all trustees and officers. The supported organization ensures that all forms have been received and prepares a summary of disclosures and forwards the forms and summary to its legal counsel. The supported organization's cfo also receives a copy of the summary and reviews all forms and is responsible for assuring appropriate reporting to the external auditors and disclosure in the annual tax filings.”

“The organization is a part of the jewish community foundation, a related party, that makes its consolidated audited financial statements and form 990 for the most recent three years and conflict of interest policy available to the public upon request.”

“Due to tax software limitations, certain questions that should have been answered n/a were left blank as follows: 1) part iv, question 20b, 24b, 24c, 24d, 35b 2) part v, question 1c, 2b, 3b, 4b, 5c, 6b, 7b, 7d, 7g, 7h, 8, 9a, 9b, 10a, 10b, 11a, 11b, 12a, 12b, 13a, 13b, 13c, 14b 3) part vi, question 10b, 16b 4) part xii, question 3b 5) schedule a part iv question 3b, 3c, 4b, 4c, 5b, 5c, 10b 6) schedule j, question 1b, 2, 9”