Self Help Ventures Fund

“The organizations bylaws were amended in 2023 to remove the membership component.”

“The form 990 is prepared by staff accountants. The Chief Financial Officer, the Controller, and in-house counsel review multiple drafts and verify all answers before the form is provided to the Chief Executive Officer and board of directors for further review.”

“The organizations Conflict of Interest Policy covers its officers, directors or trustees, all employees of the organization or any related organization, and family members of the person in these categories. All covered persons are required under the policy to disclose actual or potential conflicts as soon as they arise and the directors of the organization and related organizations confirm annually that there are no existing conflicts of interest. Persons with actual conflicts are prohibited from participating in any decisions revelant to the situation where the conflict exists. Most conflicts are clearly delineated by the policy; situations that are not so clear-cut are reviewed by in-house counsel, the CEO, or the Board as appropriate.”

“The organization pays its highest paid workers including the CEO, top management officials and other officers in accordance with a salary ceiling that is confirmed annually by the board, and was last confirmed in November 2023. The ceiling is subject to adjustment for increased costs of living associated with the geographical areas in which workers are working, but is well below the average market salary for workers with comparable levels of expertise and experience.”

“The organization pays its highest paid workers including the CEO, top management officials and other officers in accordance with a salary ceiling that is confirmed annually by the board, and was last confirmed in November 2023. The ceiling is subject to adjustment for increased costs of living associated with the geographical areas in which workers are working, but is well below the average market salary for workers with comparable levels of expertise and experience.”

“No documents are available to the public.”

“Form 990, Part VII, Section A, Line 1a: No director or officer received compensation for their work as a director, officer, or trustee; instead the amount listed in columns (E) and (F) are compensation paid to the full-time (approximately 40 hours per week) employees of the related organization, Self-Help Services Corporation, which serves as the employer for all of the filing organizations workers.”

“Other changes in net assets include, changes in noncontrolling interest, net unrealized losses on mortgage-backed securities and net amortization of forward purchase commitments.”