CFE Agenda 02132023 - Laserfiche WebLink

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Schedule A(Form 990 or 990-EZ) 2020 Page 5 Supporting Organizations (continued) Yes No 11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in lines lib and 11c below,the governing body of a supported organization? Ila b A family member of a person described in 11a above? llb c A 35%controlled entity of a person described in line lla or llb above?If"Yes"to 11a, 11b, or 11c,provide detail in Part Sic Section B. Type I Supporting Organizations Yes No 1 Did the officers,directors,trustees,or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year?If"No," describe in Part VI how the supported organization(s)effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. 1 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s)that operated, supervised, or controlled the supporting organization?If"Yes,"explain in Part VI how providing such benefit carried out the purposes of the supported organization(s)that operated, supervised or controlled the supporting 2 organization. Section C. Type II Supporting Organizations Yes No 1 Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)?If"No,"describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s). 1 Section D. All Type III Supporting Organizations Yes No 1 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i)a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification,to the extent not previously provided? 1 2 Were any of the organization's officers, directors,or trustees either(i)appointed or elected by the supported organization (s) or(ii) serving on the governing body of a supported organization?If"No,"explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). 2 3 By reason of the relationship described in line 2 above,did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year?If"Yes,"describe in Part VI the role the organization's supported organizations played in this regard. 3 Section E. Type III Functionally-Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year(see instructions): a ❑ The organization satisfied the Activities Test. Complete line 2 below. b ❑ The organization is the parent of each of its supported organizations. Complete line 3 below. c ❑ The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions) 2 Activities Test.Answer lines 2a and 2b below. Yes No a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s)to which the organization was responsive?If"Yes,"then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes,how the organization was responsive to those supported organizations,and how the organization determined that these activities constituted substantially all of its activities. 2a b Did the activities described in line 2a constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in?If"Yes,"explain in Part VI the reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement. 2b 3 Parent of Supported Organizations.Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of 3a the supported organizations?If"Yes"or"No"provide details in Part VI. b Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations?If"Yes,"describe in Part VI. the role played by the organization in this regard. 3b Schedule A(Form 990 or 990-EZ) 2020