2026-07-22T09:48:39-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 475 REGENCY PARK SUITE 175 OFALLON IL 62269 990 2024-10-01 431265685 HOPE HOUSE INC HOPE 8164614188 PO BOX 577 LEES SUMMIT MO 64063 MARY ANNE METHENY CEO 8164614188 2026-07-16 1 1 ERIKA MARTINEZ P02297196 6182331200 2026-07-16 2024 2025-03-06 01:10:19Z MARY ANNE METHENY PO BOX 577 LEES SUMMIT MO 64063 8030172 0 X WWW.HOPEHOUSE.NET X 1983 MO BREAK THE CYCLE OF DOMESTIC VIOLENCE BY PROVIDING SAFE REFUGE AND SUPPORTIVE SERVICES 20 20 104 216 0 0 7201409 7465489 0 0 154078 248664 -58663 -87153 7296824 7627000 1117081 924412 0 0 5045759 4717029 0 0 683062 1668003 1664983 7830843 7306424 -534019 320576 8459403 8840132 724484 770939 7734919 8069193 X SEE SCHEDULE O 0 0 5840400 924412 0 SEE SCHEDULE O. 5840400 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 93 0 104 1 0 0 0 0 0 1 1 1 11 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MO X X MARY ANNE METHENY 8164614188 PO BOX 577 LEES SUMMIT MO 64063 ABBY MOCEK CHAIR 1.00 X X 0 0 0 JAIME SIMPSON CHAIR ELECT 1.00 X X 0 0 0 JULIE ROSS IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 CRYSTAL HOWARD TREASURER 1.00 X X 0 0 0 KERRIE LINDBERG SECRETARY 1.00 X X 0 0 0 JULIE LONERGAN AT LARGE 1.00 X X 0 0 0 LANEY ABRAHAM BOARD MEMBER 1.00 X 0 0 0 LOLLY CERDA BOARD MEMBER 1.00 X 0 0 0 ALISHA DUARTE BOARD MEMBER 1.00 X 0 0 0 TJ DUNAVANT BOARD MEMBER 1.00 X 0 0 0 ERICA FROELICH BOARD MEMBER 1.00 X 0 0 0 NICOLE HARRIS BOARD MEMBER 1.00 X 0 0 0 MIKE JACKSON BOARD MEMBER 1.00 X 0 0 0 JOE KAUTEN BOARD MEMBER 1.00 X 0 0 0 JESSECA MAYHEW BOARD MEMBER 1.00 X 0 0 0 JENNY NEILL BOARD MEMBER 1.00 X 0 0 0 JENNY RAMSEY BOARD MEMBER 1.00 X 0 0 0 CAMILLE ROE BOARD MEMBER 1.00 X 0 0 0 JACKIE STEGNER BOARD MEMBER 1.00 X 0 0 0 KELLY TATE BOARD MEMBER 1.00 X 0 0 0 MARY ANNE METHENY CHIEF EXECUTIVE OFFICER 50.00 X 149031 0 7511 ILENE SHEHAN CHIEF OPERATING OFFICER 50.00 X 128167 0 6555 TRACI FRANCIS CHIEF QUALITY OFFICER 50.00 X 126724 0 17665 ASHLEY FREIVOGEL CFO 50.00 X 92548 0 20164 ANNE AUBUCHON CHIEF DEVELOPMENT OFFICER 50.00 X 89041 0 13617 585511 0 65512 3 0 1 0 0 96324 476944 5259251 1632970 151626 7465489 174699 174699 211960 13147 141650 9492 70310 3655 73965 73965 161787 476944 252030 -90243 -90243 MISCELLANEOUS INCOME 900099 3090 3090 3090 7627000 0 0 161511 924412 924412 290462 192241 98221 3657528 2893498 329202 434828 57161 46562 1953 8646 420210 328114 47706 44390 291668 228974 30167 32527 48952 48952 2064 2064 19176 19176 199053 180778 4517 13758 10158 7383 1318 1457 98069 69793 10038 18238 126591 66220 32669 27702 234358 183636 28643 22079 32320 23387 5765 3168 8889 3534 4502 853 999 757 136 106 443966 336338 60541 47087 177657 126899 33154 17604 PROGRAM SUPPLIES AND FO 84105 84105 NON-CAPITAL EQUIPMENT 54047 52925 758 364 BOARD AND STAFF DEVELOP 53477 48031 1765 3681 IN-KIND FOOD AND GOODS 25069 25037 32 46033 15712 23779 6542 7306424 5840400 782962 683062 156801 139803 1976032 2434848 802776 886330 105930 111973 12483597 8919417 3880558 3564180 1376388 1525505 160918 177493 8459403 8840132 289471 293024 28782 2458 406231 475457 724484 770939 X 6236037 6475981 1498882 1593212 7734919 8069193 8459403 8840132 X 320576 3198 10500 X X 0 1 X 1 1 1 X 7372141 6892918 8418016 7201409 7465489 37349973 7372141 6892918 8418016 7201409 7465489 37349973 443870 36906103 10995 19731 96866 138502 174699 440793 3792 5408 4631 5062 3090 21983 37812749 0.97600 0.98120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 3,792. 2021 AMOUNT: $ 5,408. 2022 AMOUNT: $ 4,631. 2023 AMOUNT: $ 5,062. 2024 AMOUNT: $ 3,090. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 2064 0 0 2064 0 SCHEDULE C, PART II-B, LINES 1B AND 1G THE CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER ATTEND ANNUAL MEETINGS WITH STATE AND NATIONAL LEGISLATORS TO EDUCATE THEM REGARDING DOMESTIC VIOLENCE AND VICTIMS. 0 0 1012197 200 93896 7874 1098419 886164 175679 41946 7701 1012197 850391 51 82234 39055 7457 886164 974367 1647 -118032 7591 850391 829352 153210 700 7495 974367 0.00000 1.00000 0.00000 1 0 531360 531360 8483413 6097682 2385731 3468824 2821735 647089 3564180 RETIREMENT PLAN OBLIGATIONS 427086 ROU LEASE LIABILITIES 48371 475457 X 7687212 3198 1624 10500 15322 7671890 19176 -64066 -44890 7627000 7352938 1624 64066 65690 7287248 19176 19176 7306424 PART V, LINE 4: INCOME FROM ALL FUNDS, LESS ADMINISTRATIVE FEES, IS DESIGNATED BY THE BOARD OF DIRECTORS TO SUPPORT OPERATIONS. THE CHIEF FINANCIAL OFFICER NOTIFIES THE FINANCE COMMITTEE IF/WHEN THE AVAILABLE FUNDS ARE NEEDED AND TO SUPPORT OPERATIONS AND THEN FUNDS ARE REQUESTED FROM TRUMAN HEARTLAND COMMUNITY FOUNDATION. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE STANDARD FOR EVALUATING UNCERTAIN TAX POSITIONS AND HAS DETERMINED NO LIABILITY SHOULD BE RECORDED FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: BENEIFICIAL INTEREST IN TRUST 10,500. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE -64,066. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 64,066. BELIEVE GALA 560926 406635 154291 101516 8530 65594 17387 46932 VOLLEYBALL HUSTLE 13826 12530 1296 1625 1200 272 5 63979 57779 6200 1620 4159 3195 638731 476944 161787 103141 11350 69753 17387 50399 252030 -90243 1 FOOD, HOUSING, CLOTHING, AND TRANSPORTATION 1034 501663 FMV FOOD, HOUSING, CLOTHING, AND TRANSPORTATION PROFESSIONAL SERVICES 833 422749 FMV SEE PART IV FOR COLUMN (F) DESCRIPTIONS PART I, LINE 2: ASSISTANCE REQUESTS OUTLINING NEED AND ELIGIBILITY ARE SUBMITTED TO THE PROGRAM DIRECTORS FOR APPROVAL. ONCE APPROVED, A DISBURSEMENT REQUEST IS SUBMITTED WITH DOCUMENTATION OF THE EXPENSE. THE ACCOUNTING DEPARTMENT THEN REVIEWS ALL GRANT EXPENDITURES TO CONFIRM GRANT FUNDS WERE USED AS INTENDED. PART III, COLUMN (F) UTILITY & RENTAL ASSISTANCE, EDUCATIONAL CLASSES, DAYCARE ASSISTANCE, LEGAL FEES, BIRTH CERTIFICATES, INTERPRETING SERVICES, LEGAL ADVOCACY AND FAMILY VISITATION SUPERVISION. X X X X 0 0 0 0 0 0 0 0 0 MARY ANNE METHENY CHIEF EXECUTIVE OFFICER 149031 0 0 0 0 0 4493 0 3018 0 156542 0 0 0 PART I, LINE 3 THE ORGANIZATION DETERMINES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER INDEPENDENTLY BY COMPARING PROPOSED COMPENSATION TO NONPROFIT SALARY STUDIES AND COMPENSATION OF CEOS WITH SIMILAR ROLES IN PEER ORGANIZATIONS HOPE HOUSE, INC 43-1265685 USING FORM 990 DATA. IN ADDITION, THE EXECUTIVE COMMITTEE OF THE BOARD OD DIRECTORS PERFORMS AN INDEPENDENT REVIEW OF THE PERFORMANCE EVALUATIONS FOR THE CEO. THIS INDEPENDENT REVIEW IS DOCUMENTED IN THE CEO COMPENSATION REVIEW FORM. THE LAST COMPENSATION REVIEW WAS CONDUCTED IN OCTOBER 2025 BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. X 21213 LOWER OF COST/FMV X 3 72672 FMV X AUCTION AND RAFFLE ITEMS 149 53045 LOWER OF COST/FMV X FOOD FOR CLIENTS 85 3824 LOWER OF COST/FMV X SPECIAL EVENT GOODS 1 840 LOWER OF COST/FMV X FUNDRAISING GOODS 1 32 LOWER OF COST/FMV 0 0 1 0 FORM 990, PART III, LINE 1 HOPE HOUSE'S MISSION IS TO BREAK THE CYCLE OF DOMESTIC VIOLENCE BY PROVIDING SAFE REFUGE AND SUPPORTIVE SERVICES THAT EDUCATE AND EMPOWER THOSE IMPACTED BY DOMESTIC VIOLENCE. HOPE HOUSE WILL ADVOCATE SOCIAL CHANGE THAT PROTECTS AND ENGENDERS A PERSON'S RIGHT TO LIVE A LIFE FREE OF ABUSE. FORM 990, PART III, LINE 4A: ESTABLISHED IN 1983, HOPE HOUSE, INC. PROVIDES SAFETY, SUPPORT, AND HOPE FOR SURVIVORS OF DOMESTIC VIOLENCE AND THEIR DEPENDENTS IN THE KANSAS CITY, MISSOURI METROPOLITAN AREA. OVER TIME, HOPE HOUSE SERVICES HAVE EXPANDED ALONG WITH ITS PHYSICAL FACILITIES AS SURVIVORS IDENTIFIED AND DEMONSTRATED THE NEED FOR COMPREHENSIVE, WRAP-AROUND CARE. IN FY2025, HOPE HOUSE SERVICES INCLUDED A 24 HOUR CRISIS HOTLINE; EMERGENCY SHELTER (OFFERED ONSITE AND THROUGH AN OFFSITE HOTEL PLACEMENT PROGRAM); ACCELERATED, TRANSITIONAL, AND PERMANENT HOUSING SERVICES; STRENGTHS-BASED CASE MANAGEMENT WITH AN EMPHASIS ON SELF-SUFFICIENCY, HOUSING, HEALTH, AND FAMILY; INDIVIDUAL, FAMILY, AND CHILDREN'S THERAPY AND SUPPORT GROUPS; ACTIVITIES THAT PROMOTE POSITIVE CHILD DEVELOPMENT AND PARENT/CHILD INTERACTION; A CLIENT ASSISTANCE FUND TO PROVIDE DIRECT FINANCIAL ASSISTANCE ON BEHALF OF SURVIVORS; AN ONSITE MEDICAL/DENTAL ROOM REGULARLY STAFFED BY VOLUNTEER DENTISTS AND HYGIENISTS; CIVIL LEGAL REPRESENTATION; INFORMATION, SUPPORT, AND SAFETY PLANNING IN AREA COURTS AND LOCAL HOSPITALS; AND SUPERVISED VISITATION AND MONITORED EXCHANGES OF CUSTODY. IN FY2025, HOPE HOUSE'S EMERGENCY SHELTER PROGRAM PROVIDED SAFE SHELTER TO 188 ADULTS AND 160 DEPENDENTS. SURVIVORS AND THEIR DEPENDENTS BENEFITED FROM A TOTAL OF 10,388 BEDNIGHTS OF SAFETY. IN ADDITION, AGENCY STAFF ANSWERED 5,214 HOTLINE CALLS. HOPE HOUSE'S TRANSITIONAL AND PERMANENT HOUSING PROGRAMS PROVIDED RENT/UTILITY SUBSIDIES AND SUPPORTIVE SERVICES TO 27 WOMEN, ONE (1) MAN, AND 54 CHILDREN/DEPENDENTS. ADDITIONALLY, HOPE HOUSE'S CASE MANAGEMENT PROGRAM (ONSITE AND OUTREACH) PROVIDED CASE MANAGEMENT AND RESOURCES REFERRALS TO 169 WOMEN AND 1 MAN. THE AGENCY'S CLINICAL SERVICES PROGRAM PROVIDED THERAPY SERVICES TO 585 WOMEN, 10 MEN, 144 CHILDREN, AND ELEVEN (11) CLIENTS WHO DID NOT DISCLOSE THEIR GENDER IDENTITY. CHILD AND FAMILY ADVOCACY SERVICES WERE PROVIDED TO 128 CHILDREN AND 136 NON-OFFENDING PARENTS. HOPE HOUSE'S CIVIL LEGAL PROGRAM OPENED 442 CASES, AND 5,152 DOMESTIC VIOLENCE DOCKET ENTRIES WERE HEARD IN THE MUNICIPAL COURTS IN WHICH HOPE HOUSE COURT ADVOCATES ARE PRESENT. HOPE HOUSE COURT ADVOCATES ALSO PROVIDED ASSISTANCE TO SURVIVORS SEEKING FULL ORDERS OF PROTECTION IN 737 DOCKET ENTRIES WITH FEMALE PETITIONERS, 130 DOCKET ENTRIES WITH MALE PETITIONERS, AND 410 DOCKET ENTRIES WITH PETITIONERS WHERE GENDER WAS NOT COLLECTED. FURTHERMORE, 142 WOMEN, 17 MEN WERE PROVIDED ASSISTANCE WITH COMPLETING PETITIONS FOR EX-PARTE ORDERS OF PROTECTION. HOPE HOUSE'S FAMILY COURT ADVOCACY PROGRAM SERVED 45 WOMEN, THREE (3) MAN, AND ZERO (0) SURVIVORS WHO DID NOT DISCLOSE THEIR GENDER IDENTITY. THROUGH HOPE HOUSE'S PARTNERSHIP WITH LOCAL LAW ENFORCEMENT, HOPE HOUSE STAFF REVISITED 133 FEMALE SURVIVORS, 10 MALE SURVIVORS, AND TWO (2) SURVIVORS WHO DID NOT DISCLOSE THEIR GENDER IDENTITY IN THEIR HOMES AND RESPONDED TO 83 POLICE CALL-OUTS TO THE SCENE OF DOMESTIC VIOLENCE INCIDENTS. AS PART OF ITS LETHALITY ASSESSMENT PROGRAM PARTNERSHIP WITH LOCAL POLICE DEPARTMENTS, POLICE OFFICERS SCREENED 1,180 SURVIVORS OF INTIMATE PARTNER VIOLENCE FOR LETHALITY; 82% SCREENED AS BEING HIGH RISK. THROUGH THE AGENCY'S GUARDIAN PROGRAM A TOTAL OF 104 FAMILIES WITH 149 CHILDREN PARTICIPATED IN SUPERVISED VISITATION AND/OR MONITORED EXCHANGE OF CUSTODY SERVICES. HOPE HOUSE RESPONDED TO HOSPITAL CALL-OUTS WITH 44 WOMEN THROUGH THE AGENCY'S BRIDGESPAN PROGRAM. HOPE HOUSE'S HAWTHORNE ADVOCACY PROGRAM PROVIDED SERVICES TO 69 WOMEN AND ONE (1) MAN. HOPE HOUSE STAFF SCREENED 916 SURVIVORS OF INTIMATE PARTNER VIOLENCE FOR LETHALITY; 68% SCREENED AS HIGH RISK. THE AGENCY'S CLIENT ASSISTANCE FUND PROVIDED 197 WOMEN AND SEVEN (7) MEN WITH FINANCIAL ASSISTANCE TO REMOVE BARRIERS TO HOUSING AND/OR SELF-SUFFICIENCY. HOPE HOUSE PERSONNEL HELD 44 TRAINING EVENTS DURING FY2025 AND REACHED 419 PARTICIPANTS. PERSONNEL ALSO PROVIDED 65 EDUCATIONAL PRESENTATIONS TO MORE THAN 2,983 INDIVIDUALS. ONE HUNDRED EIGHTY-ONE (181) INDIVIDUAL VOLUNTEERS AND 35 VOLUNTEER GROUPS CONTRIBUTED 5,151 HOURS OF SERVICE TO THE AGENCY. THROUGHOUT FY2025, HOPE HOUSE ENHANCED ITS TECHNOLOGY AND INFORMATION SYSTEMS THROUGH THE FOLLOWING IMPROVEMENTS: TRANSITIONING TO ONEDRIVE AND SHAREPOINT: HOPE HOUSE SUCCESSFULLY TRANSITIONED TO ONEDRIVE AND SHAREPOINT, CENTRALIZING DATA STORAGE AND ENHANCING COLLABORATION ACROSS TEAMS. THIS SHIFT IMPROVES DOCUMENT MANAGEMENT, ACCESSIBILITY, AND SECURITY, ENABLING EASIER FILE SHARING AND REAL-TIME UPDATES. UPGRADING OF DESKTOP COMPUTERS TO LAPTOPS AND DOCKING STATIONS: WITH THE SUPPORT OF A TECHNOLOGY GRANT, THE AGENCY REPLACED OUTDATED DESKTOPS WITH 30 LAPTOPS AND DOCKING STATIONS. THIS UPGRADE PROVIDES STAFF WITH GREATER FLEXIBILITY AND MOBILITY, IMPROVING EFFICIENCY, PARTICULARLY FOR REMOTE WORK AND TASKS ON THE GO, WHILE BOOSTING OVERALL WORKPLACE PRODUCTIVITY. MAINTENANCE AND OPTIMIZATION OF CLIENT DATABASE: THE AGENCY COMPLETED CRITICAL MAINTENANCE ON THE CLIENT DATABASE TO ENHANCE ITS FUNCTIONALITY AND RELIABILITY. THESE UPDATES OPTIMIZE PERFORMANCE, ENSURING MORE ACCURATE DATA MANAGEMENT AND IMPROVED SERVICE DELIVERY FOR CLIENTS. INSTALLING OF SECURITY CAMERA VIEWING STATIONS: VIEWING STATIONS WERE INSTALLED FOR THE SECURITY CAMERA SYSTEM IN THE INDEPENDENCE ADMINISTRATION BUILDING AND THE COMMUNITY PARTNERSHIP BUILDING, STRENGTHENING SURVEILLANCE CAPABILITIES. THIS UPGRADE IMPROVES SECURITY MONITORING, ENABLING STAFF TO ACCESS REAL-TIME FOOTAGE AND RESPOND PROMPTLY TO INCIDENTS. ACTIVATING THE PAGING FUNCTION ON PHONE SYSTEM: THE AGENCY PROGRAMMED THE CURRENT PHONE SYSTEM TO INCLUDE A PAGING FUNCTION ACCESSIBLE ACROSS THE ENTIRE ORGANIZATION. THIS FEATURE STREAMLINES COMMUNICATION, PARTICULARLY IN URGENT SITUATIONS, BY ALLOWING STAFF TO QUICKLY BROADCAST MESSAGES TO THE WHOLE AGENCY. PROVIDING LAPTOPS FOR SHELTER CLIENTS: THE AGENCY SECURED LAPTOPS AVAILABLE FOR CHECK-OUT BY SHELTER CLIENTS AS NEEDED. THIS INITIATIVE PROVIDES CLIENTS WITH ESSENTIAL TOOLS FOR JOB SEARCHING, EDUCATION, AND OTHER IMPORTANT TASKS, EMPOWERING THEM BY GRANTING ACCESS TO TECHNOLOGY THAT SUPPORTS THEIR INDEPENDENCE AND PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARES THE 990. THE 990 IS THEN REVIEWED BY THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS. ANY QUESTIONS OR CONCERNS THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT TO BE MADE ARE MADE. THE FINAL FORM 990 WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES THAT OFFICERS AND DIRECTORS DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. ANNUALLY AND AT THE TIME BOARD MEMBERS ARE ELECTED TO THEIR POSITIONS, THERE IS A REVIEW FOR ANY POTENTIAL CONFLICT OF INTEREST ISSUES. WHERE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH WHICH CONFLICT EXISTS, WILL NOT PARTICIPATE IN ANY DISCUSSION OR VOTE TAKEN WITH RESPECT TO SUCH INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION DETERMINES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER INDEPENDENTLY BY COMPARING PROPOSED COMPENSATION TO NONPROFIT SALARY STUDIES AND COMPENSATION OF CEOS WITH SIMILAR ROLES IN PEER ORGANIZATIONS HOPE HOUSE, INC 43-1265685 USING FORM 990 DATA. IN ADDITION, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN INDEPENDENT REVIEW OF THE PERFORMANCE EVALUATIONS FOR THE CEO. THIS INDEPENDENT REVIEW IS DOCUMENTED IN THE CEO COMPENSATION REVIEW FORM. THE LAST COMPENSATION REVIEW WAS CONDUCTED IN OCTOBER 2025 BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUST 10,500. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.