2023-04-24T08:52:11-05:00 2022-06-30 540504608 BROWN EDWARDS & COMPANY LLP 105 ARBOR DR 3RD FLOOR CHRISTIANSBURG VA 24073 990 2021-07-01 540505892 EMORY & HENRY COLLEGE EMOR 2769446800 PO BOX 947 EMORY VA 24327 ANGELA EDMONDSON CFO 2769446800 2023-04-20 1 ANGELA EDMONDSON 999009999 MARK WOOLWINE P00647446 5404433606 2023-04-20 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ANGELA EDMONDSON PO BOX 947 EMORY VA 24327 76692734 0 X WWW.EHC.EDU X 1836 VA WITH A MISSION STATEMENT FOUNDED UPON "INCREASE IN EXCELLENCE", THE COLLEGE IS CONSISTENTLY RANKED AMONG THE NATION'S BEST PRIVATE LIBERAL ARTS INSTITUTIONS. EMORY & HENRY COLLEGE IS AMONG THE TOP 40 INSTITUIONS IN THE NATION THAT TRANSFORMS STUDENTS LIVES. AS NOTED IN ONE OF THE NATION'S BEST SELLING COLLEGE GUIDE BOOKS, "VIRGINIA HAS NO SHORTAGE OF FAMILIAR SCHOOLS WITH ROBUST REPUTATIONS. BUT EMORY & HENRY DOES THE FINEST JOB OF THEM ALL PRODUCING CONTRIBUTORS TO SOCIETY" (OSWOLS, COLLEGES THAT CHANGE LIVES). AMONG OTHER TOP RANKINGS, THE INSTITUTION IS RECOGNIZED FOR ITS SERVICE TO COMMUNITIES AND RECEIVED TOP TIER RECOGNITION IN THE WASHINGTON MONTHLY, US NEWS AND WORLD REPORT, NEWSWEEK AND MANY OTHER PUBLICATIONS. MOST RECENTLY, IT WAS NAMED A TOP 25 RURAL COLLEGE IN THE NATION BY COLLEGE RAPTOR. 36 35 859 4 0 0 8889575 16992269 48916107 57448694 11757625 1686129 1364794 -296540 70928101 75830552 21883436 25800984 0 0 18707191 22012143 0 0 708249 22113955 28218591 62704582 76031718 8223519 -201166 275319124 254544230 73463138 69247851 201855986 185296379 X EMORY & HENRY COLLEGE IS A LEARNING COMMUNITY IN PURSUIT OF EXCELLENCE, ENGAGING A DIVERSE GROUP OF WELL-QUALIFIED MEN AND WOMEN IN EDUCATIONAL EXPERIENCES IN WHICH STUDENTS CONFRONT HISTORICAL AND CONTEMPORARY IDEAS AND ISSUES, AND DEVELOP THE ABILITY TO THINK CRITICALLY ABOUT ALL AREAS OF HUMAN EXPERIENCE. THESE EDUCATIONAL EXPERIENCES LEAD TO LIVES OF SERVICE, PRODUCTIVE CAREERS AND GLOBAL CITIZENSHIP. E&H STRIVES TO PROVIDE THE HIGHEST QUALITY EDUCATION COMBINING TRADITION AND INNOVATION AS IT TRANSFORMS LIVES AND CREATES POSITIVE SOCIAL CHANGE IN OUR REGION, OUR NATION, AND OUR WORLD. 0 0 51055231 25800984 43938596 E&H COLLEGE PROVIDED FORMAL INSTRUCTION AND RELATED ACADEMIC SUPPORT FOR 1,230 FULL-TIME EQUIVALENT UNDERGRADUATE AND GRADUATE STUDENTS TOWARD THE FULFILLMENT OF BACHELOR OF SCIENCE AND BACHELOR OF ART DEGREES IN A VARIETY OF FIELDS OF STUDY, AS WELL AS GRADUATE DEGREES IN PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND PHYSICIAN ASSISTANCE. THE COLLEGE'S UNDERGRADUATE ACADEMIC PROGRAM IS SHAPED BY GOALS TO DEVELOP THE STUDENTS' INTELLECTUAL ABILITIES, TO STRENGTHEN THEIR ABILITY TO THINK CRITICALLY ABOUT ETHICAL DECISIONS AND RESPONSIBLE ACTIONS, TO EVOKE A COMMITMENT TO SERVE OTHERS, AND TO NURTURE THEIR CURIOSITY THROUGH LIFELONG LEARNING. STUDENT FINANCIAL AID WAS PROVIDED TO MOST UNDERGRADUATE STUDENTS THROUGH A VARIETY OF SCHOLARSHIPS AND GRANTS, SUPPORTING THE PURSUIT OF DEGREES. FORMAL CLASSROOM INSTRUCTION WAS PROVIDED BY FACULTY MEMBERS IN SMALL CLASSROOM SETTINGS. TO ENHANCE THE ACADEMIC EXPERIENCE FOR STUDENTS, SERVICES WERE PROVIDED THROUGH THE LIBRARY, THE POWELL RESOURCE CENTER(FOR ACADEMC COUNSELING, PERSONAL COUNSELING, SKILL DEVELOPMENT, TESTING RESOURCES, TUTORING, WORKSHOPS, AND ACADEMIC ACCOMMODATIONS FOR STUDENTS WITH DOCUMENTED DISABILITIES), THE AMPERSAND CENTER (PROJECT LEARNING AND CAREER COUNSELING), AND THE OFFICE OF THE ACADEMIC DEAN. WRITING LABS AND QUANTITATIVE LABS WERE AVAILABLE TO STUDENTS ON AN ONGOING BASIS. 7246478 11490718 AUXILIARY SERVICES WERE PROVIDED TO ALL STUDENTS. AS A PRIMARILY RESIDENTIAL CAMPUS, MOST UNDERGRADUATE STUDENTS WERE PROVIDED HOUSING AND MEALS. THE MERCANTILE CONTINUED TO PROVIDE BOOKS, ART AND SCHOOL SUPPLIES, MEDICAL EQUIPMENT AND ESSENTIAL GROCERY AND HEALTH PRODUCTS TO STUDENTS FOR THEIR CONVENIENCE. 8927640 1722840 VARIOUS SERVICES WERE PROVIDED TO STUDENTS THROUGH MANY PROGRAMS AND OFFICES, INCLUDING INTRAMURAL SPORTS, GENERAL ATHLETICS, THE OUTDOOR PROGRAM, SPIRITUAL LIFE, THE MARTIN BROCK STUDENT CENTER, ADMISSIONS, FINANCIAL AID, THE REGISTRAR, THE STUDENT HEALTH CENTER, THE APPALACHIAN CENTER FOR COMMUNITY SERVICE, THE BONNER PROGRAM, THE CENTRALIZED STUDENT ASSISTANCE OFFICE, AND THE OFFICE OF THE DEAN OF STUDENTS. MOST STUDENTS RECEIVED SOME FORM OF FINANCIAL AID THROUGH VARIOUS SCHOLARSHIPS AND GRANTS, PROVIDING THE OPPORTUNITY TO PURSUE DEGREES. CAMPUS EMPLOYMENT AND INTERNSHIPS WERE MADE AVAILABLE TO MANY STUDENTS, PROVIDING FINANCIAL RESOURCES AND VALUABLE WORK EXPERIENCES. MANY COMMUNITY SERVICE OPPORTUNITIES WERE PROVIDED THROUGH THE APPALACHIAN CENTER, THE OUTDOOR PROGRAM, AND THE CHAPLAIN'S OFFICE. THE COLLEGE'S EQUESTRIAN RIDING TEAM CONTINUED TO BE SUCCESSFUL, OFFERING OPPORTUNITIES FOR STUDENTS TO GAIN EXPERTISE IN THE HUNTER, JUMPER, AND DRESSAGE AREAS. RIDING IS OPEN TO ALL STUDENTS AT EMORY & HENRY, REGARDLESS OF THEIR MAJOR OR LEVEL OF RIDING. 67229349 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 1877 0 1 859 1 0 0 0 0 0 0 0 0 0 0 X 36 35 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 2769446800 PO BOX 947 EMORY VA 24327 DR JOHN W WELLS PRESIDENT 40.00 X X 264764 0 20701 DR ANNE E SLUDER BOARD CHAIR 2.00 X X 0 0 0 HENRI L CANCIO-FITZGERALD BOARD TREASURER 2.00 X X 0 0 0 JEOFF B BODENHORST BOARD VICE CHAIR 2.00 X X 0 0 0 OLIVER W JORDAN III BOARD SECRETARY 2.00 X X 0 0 0 BR BLEVINS III BOARD MEMBER 1.00 X 0 0 0 BISHOP DEBRA WALLACE-PADGETT BOARD MEMBER 1.00 X 0 0 0 CATHERINE L LOWE BOARD MEMBER 1.00 X 0 0 0 CYNTHIA KENNEDY REEDY BOARD MEMBER 1.00 X 0 0 0 DARION A MORGAN BOARD MEMBER 1.00 X 0 0 0 DONNA PROFFIT VAUGHN BOARD MEMBER 1.00 X 0 0 0 DR E STEPHEN HUNT BOARD MEMBER 1.00 X 0 0 0 DR JANUARY D HAILE BOARD MEMBER 1.00 X 0 0 0 EMILY BLESI ANDERSON BOARD MEMBER 1.00 X 0 0 0 EUGENE M BECK JR BOARD MEMBER 1.00 X 0 0 0 GEORGE A WHITLEY BAORD MEMBER 1.00 X 0 0 0 HAROLD E CRAW JR BOARD MEMBER 1.00 X 0 0 0 ISRAEL D O'QUINN BOARD MEMBER 1.00 X 0 0 0 JANE E TAYLOR BOARD MEMBER 1.00 X 0 0 0 DR JANE K FERNANDES BOARD MEMBER 1.00 X 0 0 0 JOHN E ELDRIDGE BOARD MEMBER 1.00 X 0 0 0 JOHN W ASHWORTH III BOARD MEMBER 1.00 X 0 0 0 KAREN G TODD BOARD MEMBER 1.00 X 0 0 0 KATHRYN C DAVIDSON BOARD MEMBER 1.00 X 0 0 0 KIMBERLY G NICEWONDER BOARD MEMBER 1.00 X 0 0 0 LARRY J LENHART BOARD MEMBER 1.00 X 0 0 0 LINA ALTOM DRINKARD BOARD MEMBER 1.00 X 0 0 0 MOLLY METKE LUTON BOARD MEMBER 1.00 X 0 0 0 PETER G GERRY BOARD MEMBER 1.00 X 0 0 0 REV JEFFERY W WRIGHT BOARD MEMBER 1.00 X 0 0 0 ROBERT W THOMAS-GARCIA BOARD MEMBER 1.00 X 0 0 0 S THOMAS TERRY JR BOARD MEMBER 1.00 X 0 0 0 STEWART A TAYLOR BOARD MEMBER 1.00 X 0 0 0 T RICK HUGHES BOARD MEMBER 1.00 X 0 0 0 TYLER G KIDD BOARD MEMBER 1.00 X 0 0 0 DR BRIAN D WOLFE BOARD MEMBER 1.00 X 0 0 0 EMMET TRACY DEAN 40.00 X 166484 0 18351 ADA FINCHER VICE PRESIDENT 40.00 X 164613 0 16380 LAURIE FERGUSON DEAN 40.00 X 154602 0 11586 MICHAEL PUGLISI PROVOST 40.00 X 135631 0 12454 JENNIFER PEARCE VICE PRESIDENT 40.00 X 131580 0 12907 1017674 0 92379 21 0 1 0 SODEXO INC AFFILIATES PO BOX 360170 PITTSBURGH PA 15251 FOOD SERVICE PROVIDER 3076354 NATIONAL MANAGEMENT RESOURCES PO BOX 1224 LAGRANGE GA 30241 FACILITIES SERVICE PROVIDER 2296659 BURWIL CONSTRUCTION PO BOX 637 BRISTOL TN 37621 CONSTRUCTION 1715866 APOGEE TELECOM 715 WEST 23RD ST AUSTIN TX 78705 INTERNET SERVICE PROVIDER 890235 JENZABAR PO BOX 845588 BOSTON MA 02284 SOFTWARE 493747 17 4127327 12864942 3604776 16992269 TUITION & FEES 611310 44235136 44235136 SALES - AUXILLIARIES 611310 11490718 11490718 OTHER PROGRAMS 611310 1722840 1722840 57448694 2548311 2548311 862182 -862182 -862182 -862182 OTHER 611310 -296540 -296540 -296540 75830552 57152154 0 1686129 25800984 25800984 178201 178201 18381631 15422992 2497022 461617 267320 222253 45067 1903408 1654853 186637 61918 1281583 1061431 220152 7167 7167 59564 59564 634813 634813 372977 131400 181577 60000 223406 34063 189343 1640113 1381975 201664 56474 3942951 3536086 406865 879186 768684 77509 32993 1784982 1768660 16322 4312480 4028455 284025 741553 689081 52472 CONTRACT SERVICES 6780099 4897040 1883059 OTHER PROGRAMS & SERVIC 3498030 3102363 360420 35247 STUDENT AID 2233000 2233000 COVID 19 EXPENSES 296119 296119 812151 496029 316122 76031718 67229349 8094120 708249 7673 7850 16837096 10226013 1301658 1298165 1733117 2918146 738340 464865 442094 247448 237074 518128 201400237 67729570 133834161 133670667 84312286 72939985 28371109 22953682 3743637 3736767 3760879 5562514 275319124 254544230 1966228 1874325 668939 555785 1236384 985875 3423717 3165977 64598700 50807210 10188522 1569170 1670157 73463138 69247851 X 81416204 79145047 120439782 106151332 201855986 185296379 275319124 254544230 X -201166 -15820076 -538365 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3133 3133 0 PART II-B, LINE 1: THE COLLEGE IS A MEMBER OF THE COUNCIL OF INDEPENDENT COLLEGES IN VIRGINIA, INC. (CICV). THE PERCENTAGE OF MEMBERSHIP DUES THAT IS USED FOR LOBBYING IS 18.32% 115283706 3157380 -15132566 2765912 1556166 98986442 91060429 591158 28041013 2921559 1487335 115283706 90708134 2095850 2527331 2434727 1836159 91060429 89616800 2656757 3511720 2777970 2299173 90708134 88786994 1156384 6512961 5050932 1788607 89616800 0.06811 0.62493 0.30696 1 0 2957128 2957128 142299384 33388975 108910409 16568058 11356614 5211444 39575667 22983981 16591686 133670667 ABSOLUTE RETURN HEDGE FUND 10865791 F PRIVATE CREDIT AND EQUITY FUNDS 12087891 F 22953682 TRUST & ANNUITY OBLIGATION 739543 AMOUNTS HELD FOR OTHERS 563282 STUDENT & OTHER DEPOSITS 367332 1670157 X 33036314 -15820076 -538365 -16358441 49394755 634813 25800984 26435797 75830552 49595921 0 49595921 634813 25800984 26435797 76031718 PART V, LINE 4: THE ENDOWMENT INCLUDES OVER 400 FUNDS THAT SUPPORT STUDENTS THROUGH INSTITUTIONAL SCHOLARSHIPS, ACADEMIC PROGRAMMING THROUGH PROFESSORSHIPS, CHAIRS, LECTURESHIPS, FACULTY TRAVEL, RESEARCH, AND OTHER PROGRAM EXPENSES. A LIMITED PORTION OF THE ENDOWMENT SUPPORTS OTHER MISCELLANEOUS PROGRAMS AND INITIATIVES OF THE COLLEGE. PART X, LINE 2: THE COLLEGE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FUNDS HELD IN TRUST -538,365. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 25,800,984. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 25,800,984. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 E&H COLLEGE PUBLISHES THE FOLLOWING STATEMENT: "EMORY & HENRY COLLEGE DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, RELIGION, SEX, SEXUAL ORIENTATION, OR PHYSICAL HANDICAP IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, HIRING POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP OR LOAN PROGRAMS, AND ATHLETIC OR OTHER SCHOOL-ADMINISTERED PROGRAMS. EMORY & HENRY COLLEGE AFFIRMS THE DIGNITY AND WORTH OF EVERY INDIVIDUAL." SCHEDULE E, PART I, LINE 6 EMORY AND HENRY COLLEGE RECEIVED FUNDS FROM THE COMMONWEALTH OF VIRGINIA THROUGH THE ADMINISTRATION OF THE STATE COUNCIL OF HIGHER EDUCATION FOR VIRGINIA (SCHEV) FOR STUDENT FINANCIAL AID UNDER THE VIRGINIA TUITION ASSISTANCE GRANT PROGRAM. FUNDS ARE ALSO RECEIVED FROM THE FEDERAL GOVERMENT THROUGH VARIOUS PROGRAMS, INCLUDING FEDERAL WORK STUDY, FEDERAL PELL GRANTS, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS, FEDERAL PERKINS LOANS, TEACHER EDUCATION ASSISTANCE FOR COLLEGE AND HIGHER EDUCATION GRANT PROGRAM, AND FEDERAL DIRECT LOANS. 1 GRANTS AND SCHOLARSHIP 1083 25800984 BOOK VALUE VARIOUS AMOUNTS AND KINDS OF GRANTS AND SCHOLARSHIPS ARE AWARDED TO RECIPIENTS TO ASSIST WITH THE COST OF ATTENDANCE AT E&H COLLEGE, WHILE PURSUNG A VARIETY OF BACEHLOR OF ART AND SCHIENCE PROGRAMS. THE COST OF ATTENDANCE INCLUDES TUITION, BOOKS, ROOM, BOARD, AND OTHER LIVING EXPENSES. PART I, LINE 2: THE COLLEGE MAINTAINS COMPLETE RECORDS FOR THE GRANTS AND SCHOLARSHIPS PROVIDED TO ALL INDIVIDUALS. THOSE RECORDS INDICATE THE CRITERIA USED TO AWARD THE GRANTS, DOCUMENTATION SUPPORTING THE GRANTEE'S ELIGIBILITY OF THE AWARD, AND SUBSTANTIATION OF THE AMOUNTS AWARDED. DOCUMENTATION IS ALSO MAINTAINED AS TO WHEN AND HOW THE FUNDS ARE UTILIZED. WHERE APPROPRIATE, PERIODIC REPORTS ARE PREPARED, SUMMARIZING THE ALLOCATION OF THE FUNDS, AND RECONCILATION OF THE AMOUNTS SPENT FOR EACH GRANT AND SCHOLARHSIP. THE COLLEGE EMPLOYS INDIVIDUALS WHOSE PRIMARY RESPONSIBILITIES ARE TO OVERSEE THE PROCESS OF DISTRIBUTING FINANCIAL GRANTS AND SCHOLARSHIPS. THE NUMBER OF SCHOLARSHIP AND GRANT RECIPIENTS FOR THE COST OF ATTENDANCE ARE TRACKED BY THE ADMINISTRATIVE SYSTEM. THE NUMBER OF FACULTY AND STUDENT RECIPIENTS OF RESEARCH AWARDS ARE ESTIMATED BASED ON THE TYPE OF GRANTS AWARDED AND THE NUMBER OF PARTICIPANTS. X X X X 1 1 X 0 0 0 0 0 0 0 0 0 DR JOHN W WELLS PRESIDENT 264764 0 0 0 0 0 8050 0 12651 0 285465 0 0 0 EMMET TRACY DEAN 166484 0 0 0 0 0 9600 0 8751 0 184835 0 0 0 ADA FINCHER VICE PRESIDENT 164613 0 0 0 0 0 7635 0 8745 0 180993 0 0 0 LAURIE FERGUSON DEAN 154602 0 0 0 0 0 2835 0 8751 0 166188 0 0 0 PART I, LINE 1A HOUSING PROVIDED IS TO THE PRESIDENT OF THE COLLEGE. THE HOUSE IS LOCATED ON CAMPUS, IS FURNISHED FOR THE CONVENIENCE OF THE COLLEGE, AND IS A CONDITION OF EMPLOYMENT. HOUSEKEEPING IS PROVIDED AT THE RESIDENCE IN ALL PUBLIC AREAS, AS IT IS USED FOR ENTERTAINMENT AND BUSINESS ACTIVITIES OF THE COLLEGE. A INDUSTRIAL DEVELOPMENT AUTHORITY OF WASHINGTON COUNTY VIRGINIA 2009-12-31 5500000 CONSTRUCTION OF A 116-BED RESIDENCE HALL 0 0 0 A 5500000 41635 5458365 2010 0 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 0 A 0 X 20 620806 MARKET QUOTES X 1 2340000 APPRAISAL X HORSES 9 639999 APPRAISAL X MISCELLANEOUS OTHER 16 3971 FMV 0 1 1 PART I, LINE 32B: REAL ESTATE AGENTS ARE UTILIZED FOR THE SALE OF REAL PROPERTY FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS DISTRIBUTED TO THE PRESIDENT, AND THE MEMBERS OF THE AUDIT SUBCOMMITTEE OF THE BOARD OF TRUSTEES BUSINESS AFFAIRS/AUDIT COMMITTEE FOR REVIEW AND COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, THE PRESIDENT, AND THE EXECUTIVE COUNCIL ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. THE QUESTIONNAIRE IS DESIGNED TO DISCLOSE ANY CONFLICT OF INTEREST SO THAT THE BOARD CAN ADDRESS THE CONFLICT DIRECTLY AND IMMEDIATELY. IF AT ANY TIME DURING THE FISCAL YEAR A QUESTIONABLE RELATIONSHIP IS IDENTIFIED, THE EXECUTIVE COMMITTEE OF THE BOARD WILL ADDRESS IT IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE HAS THE RESPONSIBILITY OF REVIEWING THE SALARY AND BENEFITS OF THE PRESIDENT OF THE COLLEGE ON AN ANNUAL BASIS. A CONFIDENTIAL PERFORMACE EVALUATION IS COMPLETED, AND THEN REPORTED TO THE FULL BOARD. THE EXECUTIVE COMMITTEE DEVELOPS APPROPRIATE RECOMMENDATIONS, BASED ON THE EVALUATION, FOR CONSIDERATIONS BY THE FULL BOARD. COMPARATBLE DATA IS COMPILED FROM PEER INSTUTIONS, AND OTHER STANDARD COLLEGE AND UNIVERSITY ORGANZIATIONS AND PUBLICATIONS FOR PURPOSES OF DETERMING APPROPRIATE LEVELS OF SALARY AND BENEFITS. THE HUMAN RESOURCES MANAGER COMPILES COMPARABLE INFORMATION IN REGARD TO THE OTHER OFFICERS OF THE COLLEGE AND THE PRESIDENT MAKES ADJUSTMENTS AS APPROPRIATE, AND AS FISCALLY RESPONSIBLE BUDGETS WILL ALLOW. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND COPIES OF THE FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON A THIRD-PARTY WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN FUNDS HELD IN TRUST -538,365. 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