2026-02-09T14:54:39-06:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 833 W LINCOLN HWY STE 210W SCHERERVILLE IN 46375 990 2024-09-01 366080766 MILLION DOLLAR ROUND TABLE FOUNDATION MILL 8475858943 325 W TOUHY AVENUE PARK RIDGE IL 60068 MICHELE L STAUFF EXECUTIVE DIRECTOR 8475858943 2026-02-09 1 1 MONICA JOHNSON P01325376 2198647300 2026-02-09 2024 2025-03-06 01:10:19Z MICHELE L STAUFF 325 W TOUHY AVENUE PARK RIDGE IL 60068 11397569 0 X WWW.MDRTFOUNDATION.ORG X 1959 IL THE MDRT FOUNDATION IS THE CHARITABLE ARM OF MILLION DOLLAR ROUND TABLE (MDRT), A GLOBAL ASSOCIATION OF FINANCIAL SERVICES PROFESSIONALS. THE MISSION OF THE MDRT FOUNDATION IS TO INCREASE MEMBER AND INDUSTRY PARTICIPATION AND TO GIVE FUNDS TO WORTHWHILE CHARITABLE ORGANIZATIONS THROUGHOUT THE WORLD. 19 19 0 361 0 0 1701856 1872977 0 0 1161038 1425805 16826 15156 2879720 3313938 1835968 2132051 0 0 0 0 0 0 62090 547444 501549 2383412 2633600 496308 680338 37279866 38843251 136216 39172 37143650 38804079 THE MDRT FOUNDATION GIVES TO CHARITABLE ORGANIZATIONS WORLDWIDE, DEMONSTRATING THE GENEROSITY, SERVICE, AND IMPACT OF MDRT MEMBERS. 0 0 2180926 2132051 THE MDRT FOUNDATION PROVIDES GRANT FUNDING TO A DIVERSE RANGE OF CHARITABLE PROGRAMS WORLDWIDE. GRANT AWARDS ARE DETERMINED BY A GRANT APPLICATION PROCESS, FOUNDATION POLICY, OR BY THE BOARD OF TRUSTEES. ALL GRANT RECIPIENTS MUST MEET ELIGIBILITY REQUIREMENTS, INCLUDING OPERATING AS A NOT-FOR-PROFIT FOR CHARITABLE PURPOSES. 2180926 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 1 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 IL X DAVID DICKHUDT 8475858943 325 W TOUHY AVE PARK RIDGE IL 60068 ALESSANDRO M FORTE FCII CFP PRESIDENT 1.00 X X 0 0 0 ANDREW C LORD CLU CHFC IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 DAVID C BLAKE VICE PRESIDENT 1.00 X X 0 0 0 HEATHER LINDSLEY LUTCF RICP SECRETARY 1.00 X X 0 0 0 TIMOTHY DANIEL CLAIRMONT MSFS LACP TREASURER 1.00 X X 0 0 0 JOHN R BENTON JR CHFC CLTC TRUSTEE 0.50 X 0 0 0 JOHAN FANGGARA CFP TRUSTEE 0.50 X 0 0 0 JULIANNE HERTEL CLU CHFC TRUSTEE 0.50 X 0 0 0 THIAN LUNG JONG TRUSTEE 0.50 X 0 0 0 JENNIFER P MANN MBA CFP TRUSTEE 0.50 X 0 0 0 MILIANA MARTEN AEPP TRUSTEE 0.50 X 0 0 0 GARY METCALF DIPPFS TRUSTEE 0.50 X 0 0 0 DANA MITCHELL CFP CLU TRUSTEE 0.50 X 0 0 0 HU MONG MONG SIEM TRUSTEE 0.50 X 0 0 0 ADDIE MURDOCK TRUSTEE 0.50 X 0 0 0 PARESH B SHAH CFP TRUSTEE 0.50 X 0 0 0 ROSS VANDERWOLF CFP TRUSTEE 0.50 X 0 0 0 WONG HUI DELIA TRUSTEE 0.50 X 0 0 0 CHENG HUANN YEOH CHFC CLU TRUSTEE 0.50 X 0 0 0 GREGORY B GAGNE CHFC CHFC EXECUTIVE COMMITTEE LIASON 0.25 X 0 0 0 MICHELE L STAUFF CFRE EXECUTIVE DIRECTOR 40.00 X 0 172163 43659 KAREN MATTS MANAGER OF STRATEGIC PARTNERSHIPS 40.00 X 0 114794 28080 0 286957 71739 0 0 1 0 0 317917 1555060 1872977 808876 808876 8700560 8083631 616929 616929 616929 OTHER REVENUE 900099 15156 15156 15156 3313938 0 0 1440961 1408806 1408806 723245 723245 139103 139103 37319 37319 9895 9895 25882 11937 13945 21098 21098 113406 108481 4925 7999 7999 GRANT AND SERVICE PROJE 48875 48875 TRANSLATION 46994 46994 DONOR DEVELOPMENT AND R 25326 25326 BANKING AND CREDIT CARD 23996 23996 1656 1656 2633600 2180926 390584 62090 170057 154179 2742795 3734010 55606 17068 18670 35103 228333 206725 29607 21608 25698734 24515274 3760929 5546356 4803468 4819653 37279866 38843251 136216 39172 136216 39172 X 37143650 38804079 37143650 38804079 37279866 38843251 X 680338 858197 121894 X X 0 1 X 1 0 X 1868542 1864262 1691704 1701856 1872977 8999341 1868542 1864262 1691704 1701856 1872977 8999341 1587138 7412203 528520 739286 746514 690119 808876 3513315 9108 15418 9336 16826 15156 65844 12578500 0.58930 0.56020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30250454 20332 2144899 834633 31581052 27183375 17845 3721847 672613 30250454 26085430 65797 1687783 655635 27183375 31135251 130345 -4540443 639723 26085430 26655454 58923 5012916 592042 31135251 1.00000 0 0 228333 206725 21608 21608 HEDGE FUNDS, PRIVATE EQUITY AND PRIVATE CREDIT 5546356 F 5546356 CASH SURRENDER VALUE - LIFE INSURANCE 4819653 4819653 X 5853840 858197 1698914 121894 2679005 3174835 139103 139103 3313938 4193411 1698914 1698914 2494497 139103 139103 2633600 PART V, LINE 4: TO GENERATE INCOME TO BE USED AS A BASIS FOR ISSUING GRANTS TO OTHER QUALIFIED ORGANIZATIONS. PART X, LINE 2: THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). CONTRIBUTIONS TO THE FOUNDATION QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). THE FOUNDATION FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2025 OR 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF CONTRIBUTED LIFE INSURANCE POLICIES, NET 121,894. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANT MAKING CHARITABLE GRANTS 6500 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS IN HEDGE FUNDS, PRIVATE EQUITY AND PRIVATE CREDIT INVESTMENTS IN HEDGE FUNDS, PRIVATE EQUITY AND PRIVATE CREDIT 5546356 EAST ASIA AND THE PACIFIC - 0 0 GRANT MAKING CHARITABLE GRANTS 353879 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANT MAKING CHARITABLE GRANTS 169198 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANT MAKING CHARITABLE GRANTS 56500 NORTH AMERICA - CANADA AND MEXICO, 0 0 GRANT MAKING CHARITABLE GRANTS 64000 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANT MAKING CHARITABLE GRANTS 54170 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANT MAKING CHARITABLE GRANTS 18998 0 0 0 0 0 0 6269601 0 6269601 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, SOCIAL SERVICES 50000 CASH PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SOCIAL SERVICES 28500 CASH PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SOCIAL SERVICES 21000 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SOCIAL SERVICES 10000 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SOCIAL SERVICES 10000 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SOCIAL SERVICES 10000 CASH PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SOCIAL SERVICES 10000 CASH PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SOCIAL SERVICES 10000 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SOCIAL SERVICES 10000 CASH PAYMENT 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, SOCIAL SERVICES 10000 CASH PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SOCIAL SERVICES 10000 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SOCIAL SERVICES 10000 CASH PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SOCIAL SERVICES 9000 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SOCIAL SERVICES 7000 CASH PAYMENT 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, SOCIAL SERVICES 6500 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SOCIAL SERVICES 6500 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SOCIAL SERVICES 6500 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SOCIAL SERVICES 6500 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SOCIAL SERVICES 6500 CASH PAYMENT 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SOCIAL SERVICES 6500 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SOCIAL SERVICES 6500 CASH PAYMENT 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, SOCIAL SERVICES 6500 CASH PAYMENT 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, SOCIAL SERVICES 6500 CASH PAYMENT 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, SOCIAL SERVICES 6500 CASH PAYMENT 0 24 0 0 1 0 0 0 PART I, LINE 2: THE FOUNDATION REQUIRES POTENTIAL GRANTEES TO PROVIDE FINANCIAL STATEMENTS, BUDGETS, AND DOCUMENTATION THAT THEY ARE OPERATING FOR CHARITABLE PURPOSES. UPON RECEIVING A GRANT, ORGANIZATIONS ARE REQUESTED TO PROVIDE A REPORT AS TO HOW GRANT FUNDS WERE USED RELATIVE TO THE PROJECT FOR WHICH FUNDING WAS AWARDED. 1 ALTRUSA FOUNDATION OF OAK RIDGE PO BOX 5763 OAK RIDGE TN 37831 621619212 501(C)(3) 10000 0 HUMAN SERVICES AMERICAN CANCER SOCIETY 270 PEACHTREE ST STE 1300 ATLANTA GA 30303 131788491 501(C)(3) 6500 0 CANCER SUPPORT SERVICES AMERICAN KENNEL CLUB CANINE HEALTH FOUNDATION INC 8051 ARCO CORPORATE DRIVE STE 300 RALEIGH NC 27617 133813813 501(C)(3) 10000 0 RESCUE ANIMALS BIKES FOR KIDS FOUNDATION 11300 SORRENTO VALLEY RD STE 220 SAN DIEGO CA 92121 043711941 501(C)(3) 7500 0 BIKE REWARD PROGRAM BISHOP DENIS J O'CONNELL HIGH SCHOOL 6600 LITTLE FALLS RD ARLINGTON VA 22213 540629316 501(C)(3) 6000 0 PROVIDE EDUCATION BIRIGANCE BRIGADE FOUNDATION 10045 RED RUN BLVD STE 130 OWINGS MILLS MD 21117 454718969 501(C)(3) 6500 0 ALS SUPPORT CHARITIES AID FOUNDATION AMERICA 225 REINEKERS LN STE 375 ALEXANDRIA VA 22314 431634280 501(C)(3) 13080 0 TO ASSIST CHARITIES THROUGHOUT THE WORLD EVERYCHILD INC 8400 NORTH MOPAC EXPRESSWAY AUSTIN TX 78759 742995059 501(C)(3) 10000 0 HELP CHILDREN WITH DISABILITIES GLOBAL DENTAL RELIEF 2090 S GRANT ST DENVER CO 80210 841569747 501(C)(3) 15000 0 DENTAL CARE FOR CHILDREN GOODR FOUNDATION 691 JOHN WESLEY DOBBS AVE NE SUITE A ATLANTA GA 30312 850720481 501(C)(3) 25000 0 FIGHT HUNGER GREEN BRONX MACHINE INTERNATIONAL 3935 BLACKSTONE AVE APT 12G BRONX NY 10471 453303493 501(C)(3) 6500 0 HUMAN SERVICES HAWAII INSTITUTE OF PACIFIC AGRICULTURE PO BOX 497 KAPAAU HI 96755 452534694 501(C)(3) 117905 0 TEACH REGENERATIVE AGRICULTURE HIGH SIERRA ANIMAL RESCUE 103 MEADOWRIDGE LANE PORTOLA CA 96122 680429722 501(C)(3) 20000 0 RESCUE ANIMALS HOPE MINISTRIES INTERNATIONAL 2871 EDISON ST NW UNIONTOWN OH 44685 341297008 501(C)(3) 6500 0 SCHOOL SUPPORT HOSPICE DREAMCATCHER FOUNDATION INC 10105 E VIA LINDA STE 103-141 SCOTTSDALE AZ 85258 050634716 501(C)(3) 10000 0 HOSPICE SUPPORT HOUSE OF CHAMPIONS FOUNDATION INC 375 N STEPHANIE STREET 20 HENDERSON NV 89014 884003799 501(C)(3) 6500 0 TO SUPPORT PEOPLE WITH DISABILITIES JAMES WHITCOMB RILEY HOSPITAL FOR CHILDREN 500 N MERIDIAN STREET INDIANAPOLIS IN 46204 350868147 501(C)(3) 6500 0 HEALTHCARE FOR CHILDREN LIFE HAPPENS 308 BOURQUE ST KAPLAN LA 70548 355087371 501(C)(3) 50000 0 FAMILY SERVICES LOVE WITHOUT BOUNDARIES FOUNDATION 87901 4TH ST N STE 8144 SAINT PETERSBURG FL 33702 061710161 501(C)(3) 50000 0 CHILDREN WELFARE MOTHERS2MOTHERS 7441 W SUNSET BLVD LOS ANGELES CA 90046 300545760 501(C)(3) 6500 0 FAMILY SERVICES NATIONAL BRAILLE PRESS 88 SAINT STEPHEN ST BOSTON MA 02115 042104740 501(C)(3) 6500 0 ASSIST VISUALLY IMPAIRED PEOPLE NIKOLAS RITSCHEL FOUNDATION 1915 STRATFORD LN ROCKFORD IL 61107 460679386 501(C)(3) 10000 0 CANCER SUPPORT SERVICES NOT ABANDONED 13313 127TH PL NE KIRKLAND WA 98034 911470478 501(C)(3) 20000 0 EMPOWERMENT THROUGH HOLISTIC PROGRAMS ONE WORLD SURGERY 569 BROOKWOOD VLG STE 901 BIRMINGHAM AL 35209 475128573 501(C)(3) 10000 0 SURGICAL CARE OREGON STATE UNIVERSITY FOUNDATION 4238 SW RESEARCH WAY CORVALLIS OR 97333 966022772 501(C)(3) 25000 0 HUMANS SERVICES OUTREACH INC PO BOX 361 UNIONTOWN IA 50258 200636360 501(C)(3) 20000 0 FIGHT HUNGER PAT TILLMAN FOUNDATION 180 N LA SALLE ST STE 2910 CHICAGO IL 60601 201072336 501(C)(3) 10000 0 EDUCATION SERVICES PROJECT VIETNAM FOUNDATION 15975 HARBOR BLVD FOUNTAIN VALLEY CA 92708 261422761 501(C)(3) 10000 0 IMPROVE HEALTH OF VIETNAMESE CHILDREN SACRAMENTO LIFE CENTER 2316 BELL EXECUTIVE LN SACRAMENTO CA 95825 237182685 501(C)(3) 6500 0 SUPPORT UNPLANNED PREGNANCIES SAFE FAMILIES FOR CHILDREN 4839 W IRVING PARK RD CHICAGO IL 60641 453194102 501(C)(3) 6500 0 FAMILY SERVICES SALUTE INC 18 N BOTHWELL ST PALATINE IL 60067 061718308 501(C)(3) 6500 0 ASSISTING VETERANS SCIENCE OLYMPIAD 2 TRANSAM PLAZA DR STE 310 OAK BROOK TERRACE IL 60181 382559611 6500 0 SCIENCE EDUCATION FOR YOUTHS SECOND HARVEST FOODBANK OF EAST TENNESSEE 136 HARVEST LANE MARYVILLE TN 37801 581450139 15000 0 FIGHT HUNGER SEVA FOUNDATION 1786 FIFTH STREET BERKELEY CA 94710 382231279 275953 0 HELP RESTORE SIGHT SMOKY MOUNTAIN SERVICE DOGS 8380 FAIRVIEW RD LENOIR CITY TN 37772 273365083 10000 0 PROVIDE DOGS TO DISABLED VETERANS SOLES4SOULS 2469 BRANSFORD AVENUE NASHVILLE TN 37204 204023482 6500 0 PROVIDING SHOES AND CLOTHING SURGE FOR WATER 201 WEST LAKE ST PMB 4056 CHICAGO IL 60606 462762697 20000 0 WATER SOLUTIONS THE TREVOR PROJECT INC PO BOX 69232 WEST HOLLYWOOD CA 90069 954681287 7000 0 SUICIDE PREVENTION UNIVERSITY OF TENNESSEE FOUNDATION INC 1525 UNIVERSITY AVENUE ROOM 223 KNOXVILLE TN 37921 621844686 10000 0 STUDENT SUPPORT SERVICES VETERANS BRIDGE HOME INC 5260 PARKWAY PLAZA BOULEVARD STE 110 CHARLOTTE NC 28217 452350728 6500 0 ASSISTING VETERANS WORLD CRANIOFACIAL FOUNDATION 7777 FOREST LN STE C616 DALLAS TX 75230 752304155 10000 0 PROVIDE CHILDREN WITH CORRECTIVE SURGERIES WORLDWIDE EDUCATION FUND OF THE DALLAS FOUNDATION PO BOX 258 ERIE CO 80516 454465237 6500 0 EDUCATION SERVICES FOR CHILDREN YOUTH HOMES INC 1200 CONCORD AVE STE 450 CONCORD CA 94520 946132574 15000 0 TRAUMA CARE FOR FOSTER YOUTHS 43 PART I, LINE 2: THE FOUNDATION REQUIRES POTENTIAL GRANTEES BASED IN THE UNITED STATES TO PROVIDE FINANCIAL STATEMENTS, BUDGETS, AND IRS DOCUMENTATION OF 501(C)(3) STATUS. UPON RECEIVING A GRANT, ORGANIZATIONS ARE REQUESTED TO PROVIDE A REPORT AS TO HOW GRANT FUNDS WERE USED RELATIVE TO THE PROJECT FOR WHICH FUNDING WAS AWARDED. 1 0 0 0 0 0 0 0 0 0 MICHELE L STAUFF CFRE EXECUTIVE DIRECTOR 0 167163 0 5000 0 0 0 5081 0 38578 0 215822 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S COMPENSATION IS PAID FOR AND DETERMINED BY A RELATED ORGANIZATION. COMPENSATION IS EVALUATED BY THE RELATED ORGANIZATION ON AN ANNUAL BASIS USING COMPENSATION STUDIES. ADDITIONALLY JOB DESCRIPTIONS AND SALARIES ARE REVIEWED BY AN EXTERNAL THIRD PARTY TO ASSESS WHETHER COMPENSATION IS COMPARABLE TO LIKE POSITIONS IN SIMILAR ORGANIZATIONS. THIS PROCESS IS PERFORMED AND DOCUMENTED APPROXIMATELY ONCE OVER TWO TO THREE YEARS. FORM 990, PART VI, SECTION A, LINE 3 DAY TO DAY MANAGEMENT OF THE FOUNDATION HAS BEEN DELEGATED TO THE MILLION DOLLAR ROUND TABLE UNDER A MANAGEMENT AGREEMENT. UNDER THE AGREEMENT, THE MILLION DOLLAR ROUND TABLE PROVIDES MANAGEMENT AND ACCOUNTING SERVICES AND FACILITIES. OTHER DIRECT EXPENSES ARE PROCESSED THROUGH THE MILLION DOLLAR ROUND TABLE'S ACCOUNTS PAYABLE SYSTEMS AND ARE REIMBURSED BY THE FOUNDATION MONTHLY. FORM 990, PART VI, SECTION A, LINE 7A ONE MEMBER OF THE BOARD OF TRUSTEES IS ELECTED EACH YEAR BY THE NOMINATING COMMITTEE OF THE MILLION DOLLAR ROUND TABLE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURN IS PROVIDED TO THE GOVERNING BODY VIA EMAIL FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION AT ITS FIRST BOARD MEETING EACH YEAR CONDUCTS AN ORIENTATION FOR NEW AND CONTINUING TRUSTEES. AT THIS MEETING, POLICIES AND PROCEDURES, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE DISTRIBUTED AND DISCUSSED. TRUSTEES ARE REQUIRED AT THIS MEETING TO COMPLETE AND SIGN A DISCLOSURE STATEMENT WITH REGARD TO POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS PAID FOR AND DETERMINED BY A RELATED ORGANIZATION. COMPENSATION IS EVALUATED BY THE RELATED ORGANIZATION. COMPENSATION IS EVALUATED BY THE RELATED ORGANIZATION ON AN ANNUAL BASIS USING COMPENSATION STUDIES. ADDITIONALLY, JOB DESCRIPTIONS AND SALARIES ARE REVIEWED BY AN EXTERNAL THIRD PARTY TO ASSESS WHETHER COMPENSATION IS COMPARABLE TO LIKE POSITIONS IN SIMILAR ORGANIZATIONS. THIS PROCESS IS PERFORMED AND DOCUMENTED APPROXIMATELY ONCE OVER TWO TO THREE YEARS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 121,894. FORM 990, PART XII, LINE 2C THE FOUNDATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MILLION DOLLAR ROUND TABLE 325 W TOUHY AVE PARK RIDGE IL 60068 362138427 MEMBERSHIP ORGANIZATION FOR INSURANCE AND FINANCIAL SERVICES PROFESSIONALS. IL 501(C)(6) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0