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Please list the Foundation’s current Board of Directors/Trustees, officers, and principal salaried executives, and indicate, (i) whether he/she has ever been convicted of a felony or misdemeanor, and (ii) his or her home address and telephone number. Please note that we understand the sensitive nature of home addresses. As such, Fraternal Law Partners will make every effort to only disclose this information to states that specifically require home addresses for directors/officers/principal salaried executives by law.

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For the top five highest compensated directors, officers, principal salaried executives and employees of the Foundation, please provide their names, titles, average hours worked per week, and respective compensations, unless they are specifically included in your Form 990.
Note: This information is required even if an individual’s compensation is not required to be reported on The Foundation’s Form 990. In other words, we need this information for the top 5 highest compensated individuals regardless of the amount of compensation. If another organization partially pays an employee’s compensation, still provide us with the compensation amount, but indicate the paying organization.

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Does the Foundation have any related organizations? “Related Organization” means (i) any organization(s) reported on Schedule R to the Form 990, or (ii) those organizations that exist to further the purposes of the Foundation, or the Foundation exists to further its purposes, and which engaged in business transactions or business arrangements with the Foundation, or paid compensation to an employee of the Foundation. If yes, please provide the name of such organization(s), and its purpose.

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During the past fiscal year, has the Foundation entered into any transaction with any officer, director/trustee, or employee, or the relative of any officer, director/trustee, or employee of the Foundation (this includes contributions to an organization for which that individual serves as an officer or director)? If yes, please indicate the following: (1) The name of the person and organization with which the Foundation is transacting, (2) The address and telephone number of the organization, (3) The relation of the organization to the Foundation’s officer, director/trustee, or employee, (4) The dates and nature of the transaction, and (5) The amount or value expended on the transaction.

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Please provide the person(s) currently responsible for the following:
a) Individual(s) responsible for custody of funds
b) Individual(s) responsible for fund raising
c) Individual(s) authorized to sign checks
d) Individual(s) responsible for distribution of funds
e) Individuals responsible for custody of financial records
f) Banks in which funds are deposited (include account number and bank address and phone number).


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Did the Foundation have a contract with a professional fundraiser or consultant that was in effect at any time during the last fiscal year, and/or does the Foundation currently have a contract with any professional fundraiser or consultant? If “yes”, please provide us with (i) a copy of the signed contract(s), including any exhibits or schedules referenced therein, and (ii) the amount raised by and paid to such fundraiser(s) or consultant(s) during the last fiscal year unless the information will be reported on Schedule G to the Form 990.

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Please provide the number of times the Board of Directors/Trustees met during the past fiscal year (this includes phone conferences).

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If soliciting in Ohio, please provide the amount of money received from, and disbursed for program services to Ohio during the past fiscal year, if any.

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If soliciting in Oregon, please provide the amount of money received from Oregon during the past fiscal year, and the value of all tangible assets held in Oregon as of the last day of the last fiscal year, if any.

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If soliciting in West Virginia, please provide the amount of funds received from West Virginia and the amount disbursed for program services in West Virginia during the past fiscal year, if any.

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If soliciting in North Dakota, please provide the amount of contributions and revenue received
from North Dakota and total expenditures in North Dakota, as well as itemized expenditures from North Dakota for the following items: program services, fundraising, other during the past fiscal year, if any.

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If soliciting in Minnesota, please provide the amount of money received from Minnesota during the past fiscal year, if any.

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Please indicate whether the Foundation plans to file its Form 990 by the initial IRS due date (4 months and 15 days after its fiscal year ends) or if it will, instead, file for an extension of time to file its Form 990. If the former, please provide a copy of the Form 990 and audited financial statements as soon as possible after they are available, but no later than 5 business days prior to the due date. If the latter, please provide a copy of the IRS Form 8868 (and the IRS acknowledgment/approval thereof) used to request the extension as soon as it is available, but no later than 3 business days prior to the due date.

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Has the Foundation made any changes to any of its governing documents (Articles, Bylaws/Code of Regulations) during the last fiscal year? If so, please provide a copy of the revised document(s).

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Important Notes: All information submitted in registration renewals must be signed by the authorized officer(s) of the organization under penalty of perjury. Further, Minnesota and Washington require that the authorized officer(s) sign renewals pursuant to a resolution of the Board of Directors/Trustees approving the contents and authorizing submission of the registration renewal. If you would like us to prepare such resolution, please let us know. To accommodate the Foundation in adopting the resolution, please provide a list of the upcoming Board meetings. If possible, we will prepare the resolution and corresponding renewals prior to the Board meeting and the renewal due date.
Furthermore, if any of the information that you provide in response to this form changes throughout the year, please let us know. For example, Board member elections or resignations, hiring of principal salaried executives, or entering into professional fundraising contracts. Renewals are prepared using the most recently provided information from the Foundation.
This form, upon completion, together with the Form 990 and audited financial statements, should provide us with the necessary information to complete annual renewals; however, we may need to request additional information throughout the year due to periodic changes to state forms or as a follow-up to information provided on the Form 990.