2025-11-17T15:36:55-06:00 2024-12-31 362985770 SELDEN FOX LTD ONE PARKVIEW PLAZA SUITE 710 OAKBROOK TERRACE IL 60181 990 2024-01-01 651057720 FOUNDATION FINANCIAL OFFICERS GROUP INC FOUN 8564233156 19 MANTUA ROAD MT ROYAL NJ 08061 TIM OTTO TREASURER 8564233156 2025-11-14 1 0 JOHN T WOJCIK P01331805 6309541400 2024 2025-03-06 01:10:19Z TIM OTTO 19 MANTUA ROAD MT ROYAL NJ 08061 1359903 0 X WWW.FFOG.ORG X 2000 FL TO FACILITATE OPPORTUNITIES FOR THE EXCHANGE OF INFORMATION AND IDEAS, AND TO ENCOURAGE NETWORKING, AMONG ITS MEMBERS TO FURTHER THEIR DEVELOPMENT AS FINANCIAL AND INVESTMENT LEADERS AND FOUNDATION OFFICERS. 13 13 0 58 0 0 214600 86650 1025207 1235150 17439 38103 0 0 1257246 1359903 0 0 0 0 0 0 0 0 0 1295294 1341303 1295294 1341303 -38048 18600 907261 997852 141898 213889 765363 783963 TO FACILITATE OPPORTUNITIES FOR THE EXCHANGE OF INFORMATION AND IDEAS, AND TO ENCOURAGE NETWORKING, AMONG ITS MEMBERS TO FURTHER THEIR DEVELOPMENT AS FINANCIAL AND INVESTMENT LEADERS AND FOUNDATION OFFICERS. 0 0 713627 526250 MEMBER MEETINGS - SEMI-ANNUAL MEETINGS FOR CHIEF FINANCIAL AND INVESTMENT OFFICERS OF PRIVATE FOUNDATIONS; THE AGENDA FOCUSES ON CURRENT DEVELOPMENTS AND BEST PRACTICES IN THE MANAGEMENT OF PRIVATE FOUNDATIONS. 129078 708900 MEMBERSHIP SERVICES; THE GROUP ENGAGES VARIOUS COMMITTEES AND INDEPEDENT CONTRACTORS TO PERFORM ANNUAL SURVEYS ON BEHALF OF ITS MEMBERS. THESE INCLUDE SURVEYS OF MEMBERS' INVESTMENT PRACTICES, ADMINISTRATIVE EXPENSES, AND COMPENSATION PRACTICES. IN ADDITION, COMMITTEES ARE RESPONSIBLE FOR DEVELOPING CONTENT FOR AND FACILITATING THE EXCHANGE OF IDEAS VIA THE GROUP'S MEMBERSHIP WEBSITE. 72165 COMMITTEES - CONTENT, MEMBER ENGAGEMENT, RESEARCH, AND INVESTMENT AND ADMINISTRATIVE PROGRAM COMMITTEES DESIGNED TO MAINTAIN CONTENT AND COLLABORATION ON THE GROUP'S WEBSITE, MANAGE MEMBER ENGAGEMENT, AND ENHANCE THE LEVEL OF DISCOURSE AMONG MEMBERS ABOUT INVESTMENT AND ADMINISTRATIVE TOPICS. 914870 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TALLEY MANAGEMENT GROUP 8564233156 19 MANTUA ROAD MT ROYAL NJ 08061 X JEFFREY MALLOY PRESIDENT (THROUGH 10/18/24) 10.00 X X 0 0 0 TIM OTTO TRSR/PRES ELECT (THROUGH 10/18/24) 3.00 X X 0 0 0 TIM ORTEZ SECRETARY 3.00 X X 0 0 0 VALERIE MARTIN TREASURER(BEG 10/18/24) 3.00 X X 0 0 0 JENNIFER DEGER DIRECTOR/TTEE (THROUGH 10/18/24) 1.00 X 0 0 0 KENNETH JONES II DIRECTOR/TTEE (THROUGH 10/18/24) 1.00 X 0 0 0 JOYCE LEE DIRECTOR/TTEE (THROUGH 10/18/24) 1.00 X 0 0 0 MARLOW KEE DIRECTOR/TRUSTEE 1.00 X 0 0 0 WILLIAM MOON DIRECTOR/TRUSTEE 1.00 X 0 0 0 STEPHEN WEBSTER DIRECTOR/TRUSTEE 1.00 X 0 0 0 ADEN BLISS DIRECTOR/TRUSTEE 1.00 X 0 0 0 CAREY CHAMBERS DIRECTOR/TRUSTEE 1.00 X 0 0 0 CHRISTY UTBERG DIRECTOR/TRUSTEE 1.00 X 0 0 0 MARK RICH DIRECTOR/TRUSTEE 1.00 X 0 0 0 MATT AGUIAR DIRECTOR/TTEE (BEG 10/18/24) 1.00 X 0 0 0 ELIZABETH BANKS DIRECTOR/TTEE (BEG 10/18/24) 1.00 X 0 0 0 MARIA WOODRUFF-WRIGHT DIRECTOR/TTEE (BEG 10/18/24) 1.00 X 0 0 0 0 0 0 0 0 0 0 TALLEY MANAGEMENT GROUP 19 MANTUA ROAD MT ROYAL NJ 08061 ASSC MANAGEMENT SVCS 337291 1 86650 86650 MEMBERSHIP DUES 900099 708900 708900 MEETING REGISTRATION F 900099 526250 526250 1235150 38103 38103 1359903 1235150 0 38103 X 337291 337291 7848 7848 180735 180735 8510 8510 23528 20443 3085 714020 696368 17652 2160 2160 BANK AND CREDIT CARD FE 40268 40268 MISCELLANEOUS OTHER 26943 17324 9619 1341303 914870 426433 0 275793 328415 615604 561707 15864 107730 907261 997852 7748 9889 134150 204000 141898 213889 X 761774 780374 3589 3589 765363 783963 907261 997852 18600 0 X X 0 1 X 1 0 X 564875 763750 700950 772800 795550 3597925 59500 201600 405502 467007 526250 1659859 624375 965350 1106452 1239807 1321800 5257784 31000 189050 233350 152075 133175 738650 24856 24856 31000 189050 233350 176931 133175 763506 4494278 917 845 982 17439 38103 58286 917 845 982 17439 38103 58286 625292 966195 1107434 1257246 1359903 5316070 0.84540 0.85070 0.01100 0.00450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 1359903 0 1359903 0 1359903 1341303 0 1341303 0 1341303 PART X, LINE 2: THE GROUP FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS HAS DETERMINED THEY ARE NOT REQUIRED TO REPORT A LIABILITY FOR ANY SUCH POSITIONS. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION CONTRACTS WITH A MANAGEMENT COMPANY, THE TALLEY MANAGEMENT GROUP, INC., TO PROVIDE MANAGEMENT AND SUPPORT SERVICES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE PRESIDENT, TREASURER AND CHAIR OF THE AUDIT COMMITTEE. IT IS THEN CIRCULATED TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND THE MEMBERS OF EACH STANDING COMMITTEE ARE REMINDED ANNUALLY OF THEIR CONTINUING DUTY TO DISCLOSE A FINANCIAL INTEREST IN FFOG. ANY DISCLOSURE THAT MAY BE A CONFLICT OF INTEREST IS REVIEWED BY THE AUDIT COMMITTEE, THEN REPORTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 NOT APPLICABLE; NO EMPLOYEES FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS ON THE FFOG WEBSITE. FORM 990, PART IX, LINE 11G INVESTMENT PROGRAM SERVICES: PROGRAM SERVICE EXPENSES 51,657. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,657. SURVEY ADVISORY SERVICES: PROGRAM SERVICE EXPENSES 56,935. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,935. SURVEY DATA SERVICES: PROGRAM SERVICE EXPENSES 16,237. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,237. SURVEY DEVELOPMENT SERVICES: PROGRAM SERVICE EXPENSES 55,906. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,906. FORM 990 PART XII LINE 2C THE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE OVERSIGHT AND SELECTION PROCESSES DID NOT CHANGE FROM THE PRIOR YEAR.