2020-07-08T12:34:55-05:00 2019-12-31 200079326 DINGUS ZARECOR & ASSOCIATES PLLC 12015 E MAIN AVE SPOKANE VALLEY WA 99206 990 2019-01-01 910995069 HOSPICE OF SPOKANE HOSP 5094560438 PO BOX 2215 SPOKANE WA 99037 GINA DRUMMOND CEO 5094560438 2020-07-06 true THOMAS DINGUS P00951009 5092420874 2020-07-08 13.64.95.211 2020-07-08 12:34:55 CD P 88E8E3E4BAC69E0C9162358B3AA4114E53627D17 88E8E3E4BAC69E0C9162358B3AA4114E53627D17 2019 2020-11-19 02:30:22Z GINA DRUMMOND PO BOX 2215 SPOKANE WA 99210 41207469 false X WWW.HOSPICEOFSPOKANE.ORG X 1976 WA HOSPICE OF SPOKANE PROVIDES A HOLISTIC APPROACH TO END-OF-LIFE CARE, ADDRESSING THE MEDICAL, EMOTIONAL, PSYCHOLOGICAL, AND SPIRITUAL NEEDS OF THE TERMINALLY ILL PERSON AND THEIR LOVED ONES. 9 9 211 235 0 1080636 657939 22243486 23872643 926617 908149 -8445 -3081 24242294 25435650 0 0 13905170 14213926 0 239246 7740718 8077052 21645888 22290978 2596406 3144672 44553783 50991065 2288621 2474570 42265162 48516495 X HOSPICE OF SPOKANE PROVIDES A HOLISTIC APPROACH TO END-OF-LIFE CARE, ADDRESSING THE MEDICAL, EMOTIONAL, PSYCHOLOGICAL, AND SPIRITUAL NEEDS OF THE TERMINALLY ILL PERSON AND THEIR LOVED ONES. false false 13966149 19684203 HOSPICE OF SPOKANE OFFERS CARE AND SUPPORT FOR TERMINALLY ILL PATIENTS AND THEIR LOVED ONES. THROUGH IN-HOME SKILLED NURSING CARE, HOME HEALTH AIDES FOR PERSONAL CARE, SPIRITUAL SUPPORT, GRIEF AND BEREAVEMENT COUNSELING SERVICES, PATIENTS AND THEIR LOVED ONES ARE ASSURED OF THE BEST POSSIBLE QUALITY OF DAYS TO THE END OF LIFE. THE FOCUS OF CARE IS ON COMFORT AND SUPPORTING QUALITY OF LIFE WHEN TREATMENTS AIMED AT CURE OR EXTENDING LIFE ARE NO LONGER DESIRABLE. HOSPICE CARE IS FOR ANYONE, OF ANY AGE, WHO IS NEARING THE END OF LIFE. THE HOSPICE BENEFIT THROUGH MEDICARE, MEDICAID AND MOST PRIVATE INSURANCE POLICIES PAYS FOR MEDICAL CARE, PRESCRIPTION DRUGS RELATED TO THE PATIENT'S TERMINAL ILLNESS, RESPITE CARE, MEDICAL EQUIPMENT, SUPPLIES, AND A FULL RANGE OF SOCIAL SERVICES. HOSPICE OF SPOKANE SERVED 2,171 UNDUPLICATED CLIENTS IN 2019, PROVIDING 110,005 DAYS OF ROUTINE HOME CARE, 2,682 DAYS OF ACUTE INPATIENT CARE, AND 310 DAYS OF RESPITE CARE FOR THE YEAR ENDED DECEMBER 31, 2019. IN KEEPING WITH ITS MISSION, HOSPICE OF SPOKANE (DBA SPOKANE PALLIATIVE CARE) CONTINUES OFFERING PALLIATIVE CARE CONSULTATION TO NON-HOSPICE INDIVIDUALS WITH LIFE-LIMITING DISEASES. A TOTAL OF 94 ADULT PATIENTS WERE SERVED BY THE PALLIATIVE CARE INTERDISCIPLINARY TEAM, ACHIEVING IMPROVED ADHERENCE TO TREATMENT PLANS, ASSISTING IN OPTIMAL SYMPTOM CONTROL AND IMPROVING QUALITY OF LIFE DESPITE LIFE-LIMITING ILLNESS. THERE WERE 44 CHILDREN UNDER THE AGE OF 21 AND THEIR FAMILIES WHO RECEIVED CONCURRENT PEDIATRIC PALLIATIVE CARE. PALLIATIVE CARE SERVICES INCLUDE PRIMARY CARE FOR INDIVIDUALS WHO HAVE DIFFICULTY GETTING TO AND FROM A PRIMARY CARE PROVIDER THROUGH OCTOBER 2019. DOING BUSINESS AS MOBILE MEDICINE OF SPOKANE, THIS CARE IS PROVIDED BY ARNPS WITH COLLABORATION AND GUIDANCE OF OUR MEDICAL DIRECTOR SERVING 202 PATIENTS DURING 2019. 5133088 4188440 WHEN HOSPICE PATIENTS ARE NO LONGER ABLE TO MANAGE AT HOME, THEY CAN GO TO ONE OF OUR TWO HOSPICE HOUSES TO RECEIVE HOSPICE CARE IN AN INPATIENT SETTING. WE HAVE A HOSPICE HOUSE LOCATED IN NORTH SPOKANE, WHICH OPENED IN 2014, AND OUR INITIAL HOSPICE HOUSE, LOCATED IN SOUTH SPOKANE, WHICH OPENED IN 2007. BETWEEN THE TWO HOUSES, WE HAVE THE CAPACITY TO SERVE A TOTAL OF 24 PATIENTS (12 IN EACH HOME). RESIDENTS OF A HOSPICE HOUSE HAVE PRIVATE ROOMS WITH MANY OF THE COMFORTS OF HOME AND SPACE FOR VISITING FAMILY AND FRIENDS. RESIDENTS CONTINUE TO RECEIVE ALL OF THE MEDICAL, EMOTIONAL, AND SPIRITUAL CARE SERVICES THAT HOSPICE OF SPOKANE OFFERS. PHYSICIANS, NURSES, NURSE AIDS, SOCIAL WORKERS, GRIEF COUNSELORS AND CHAPLAINS ALL PROVIDE SERVICES TO PATIENTS IN THE HOUSE. BEING IN A HOSPICE HOUSE MEANS PATIENTS CAN GET THE SAME LEVEL OF HOSPICE CARE THEY WOULD RECEIVE IN A HOSPITAL OR NURSING HOME. HOSPICE HOUSE IS ANOTHER OPTION FOR THAT SAME LEVEL OF CARE. THE HOSPICE HOUSES PROVIDED A TOTAL OF 7,404 PATIENT DAYS OF CARE FOR THE YEAR ENDED DECEMBER 31, 2019 TO 858 PATIENTS AND THEIR FAMILIES. 430436 HOSPICE OF SPOKANE PROVIDES GRIEF COUNSELING FOR ANYONE IN THE COMMUNITY WHO HAS EXPERIENCED LOSS THROUGH THE DEATH OF SOMEONE CLOSE TO THEM. MASTER'S-LEVEL COUNSELORS SPECIALLY TRAINED IN GRIEF AND LOSS ISSUES HELP THE GRIEVING IDENTIFY AND ATTEND TO THEIR UNIQUE NEEDS. GRIEF SUPPORT GROUPS PROVIDE A SAFE PLACE TO SHARE ONE'S PAIN WITH OTHERS WHO ARE GRIEVING. WITHIN THE GROUPS, EACH PERSON IS ENCOURAGED TO EXPRESS FEELINGS OPENLY AND TO GIVE AND RECEIVE SUPPORT. HOSPICE OF SPOKANE PROVIDED APPROXIMATELY 3,774 BEREAVEMENT ENCOUNTERS TO COMMUNITY MEMBERS OF ALL AGES FOR THE YEAR ENDED DECEMBER 31, 2019. 19529673 true true false false false false false false false true true false false false false true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 109 0 true 211 true false false false false false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false WA X RUSSELL HAAKINSON 5094560438 PO BOX 2215 SPOKANE WA 99210 RONDA BECKNER CHAIR 1.00 X X 0 0 0 LARRY SWARTZ VICE CHAIR 1.00 X X 0 0 0 ROBERT HAWLEY TREASURER 1.00 X X 0 0 0 CAROL HUNTER SECRETARY 1.00 X X 0 0 0 BRIAN STEVERSON PAST CHAIR 1.00 X X 0 0 0 GEORGE NOVAN TRUSTEE 1.00 X 0 0 0 BRIAN SEPPI TRUSTEE 1.00 X 0 0 0 LONNIE MITCHELL TRUSTEE 1.00 X 0 0 0 BRETT LARSEN TRUSTEE 1.00 X 0 0 0 GINA DRUMMOND CEO 40.00 X 233645 0 13037 SHERRIE SYKES FINANCE DIRE 40.00 X 202019 0 4979 RUSSELL HAAKINSON FINANCE DIRE 40.00 X 1500 0 290 ROBERT BRAY MEDICAL DIRE 40.00 X 243858 0 13044 TERESA STOTT DIRECTOR OF 40.00 X 119845 0 6359 COLLEEN CONNERS HR DIRECTOR 40.00 X 115267 0 6393 CHERYL KADMIRI NURSE PRACTI 40.00 X 114338 0 5114 AARON MISIUK NURSE PRACTI 40.00 X 105450 0 0 1135922 49216 7 false true false HEALTHCARE SERVICES GROUP INC PO BOX 829677 PHILADELPHIA PA 19185 HH HOUSEKEEPING 218867 1 17559 84232 556148 657939 HOSPICE CARE SERVICES, NET 621610 23872643 23872643 23872643 586252 586252 16053969 15732072 321897 321897 321897 30015 84232 39747 -9732 OTHER 900099 6651 6651 6651 25435650 23872643 914800 455470 455470 10714442 9764436 860070 89936 383864 223642 158408 1814 1561274 1363315 166300 31659 1098876 984932 106570 7374 2592 2592 36850 36850 118972 118972 1423085 1325863 91955 5267 111075 104026 7049 507409 453170 38586 15653 203924 172075 20800 11049 262661 224985 22052 15624 625640 610912 14388 340 77502 56571 20896 35 510210 468828 26476 14906 94311 66930 27381 MEDICAL SUPPLIES & DRUGS 3714791 3714791 COMMUNITY RELATIONS 285009 32051 214842 38116 DUES AND SUBSCRIPTIONS 68973 42393 26286 294 34048 24779 9139 130 22290978 19529673 2522059 239246 X 276 276 11499599 9872432 310000 10000 2797023 4807250 145861 151874 15101108 4919714 10617282 10181394 19012032 25770081 171710 197758 44553783 50991065 2288621 2474570 2288621 2474570 X 41588898 48114183 676264 402312 42265162 48516495 44553783 50991065 X 3144672 3080613 26048 X false true X true false X 660977 985202 1225430 1080636 657939 4610184 660977 985202 1225430 1080636 657939 4610184 742082 3868102 225570 238979 353861 475859 586252 1880521 7569 -2162 -5762 -8445 -3081 -11881 6478824 113794950 0.59700 0.69770 X PART II, LINE 10 FUNDRAISING -42,732 OTHER INCOME 30,851 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 426401 78210 -1974 502639 462470 -34082 -1987 426401 395034 69336 -1900 462470 368480 4991 21563 395034 379801 3128 -14449 368480 0.61000 0.39000 false false 1981173 1981173 10925913 3005612 7920301 2189022 1914102 274920 5000 5000 10181394 X 28423339 3080613 26048 3106661 25316678 118972 118972 25435650 22172006 22172006 118972 118972 22290978 SCHEDULE D, PAGE 2, PART V, LINE 4 EARNINGS FROM ENDOWMENT FUNDS ARE DESIGNATED FOR THE SUPPORT OF CURRENT OPERATIONAL EXPENSES OF HOSPICE OF SPOKANE. SCHEDULE D, PAGE 3, PART X HOSPICE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS NECESSARY. HOSPICE EVALUATES UNCERRTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF DECEMBER 31, 2019 AND 2018, HOSPICE HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN BENEFICIAL INTEREST IN TRUSTS 26,048 TASTE OF LIFE 68045 49970 18075 16234 6556 GOLF SCRAMBLE 44762 34262 10500 568 12236 4068 112807 84232 28575 16802 12236 10624 39662 -11087 X true true X X X X X X false true false false false false false true false GINA DRUMMOND CEO 233645 13037 246682 SHERRIE SYKES FINANCE DIRECTOR 202019 4979 206998 ROBERT BRAY MEDICAL DIRECTOR 238858 5000 13044 256902 SCHEDULE J, PAGE 1, PART I, LINE 4 GINA DRUMMOND 0 35,000 0 SHERRIE SYKES 0 5,302 0 ROBERT BRAY 0 15,000 0 SCHEDULE J, PAGE 1, PART I, LINE 7 THE CHIEF EXECUTIVE OFFICER, FINANCE DIRECTOR, AND MEDICAL DIRECTOR PARTICIPATED IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) DURING 2019. THE CHIEF EXECUTIVE OFFICER, FINANCE DIRECTOR, AND MEDICAL DIRECTOR WERE VESTED 100%, 100%, AND 68% RESPECTIVELY, DURING 2019 BUT THEY HAVE NOT YET RECEIVED ANY PAYMENTS FROM THE PLAN EXCEPT THE FINANCE DIRECTOR DID CASH OUT HER SERP DURING 2019. FORM 990, PART III IN KEEPING WITH OUR MISSION, HOSPICE OF SPOKANE, DOING BUSINESS AS SPOKANE PALLIATIVE CARE, PROVIDES PALLIATIVE CARE CONSULTATIONS TO PATIENTS. INTRODUCED IN 2012, THE PROGRAM EXPANDED COMMUNITY OFFERINGS PROVIDING NEEDED SERVICES TO INDIVIDUALS WITH LIFE-LIMITING DISEASES SUCH AS CANCER OR ADVANCED HEART, LUNG, HEPATIC, RENAL AND/OR NEUROLOGICAL CONDITIONS, WHO ARE NOT HOSPICE-ELIGIBLE. A PALLIATIVE CARE INTERDISCIPLINARY TEAM CONSISTING OF MD, ARNP, RN, MSW, CHAPLAIN AND BEREAVEMENT COUNSELOR ARE AVAILABLE AT THE REFERRAL OF THE PATIENT'S PRIMARY CARE PROVIDER (PCP). THESE SERVICES ARE AVAILABLE MONDAY-FRIDAY 8A-5P (HOLIDAYS EXCLUDED) AND ARE OVERSEEN BY OUR MEDICAL DIRECTOR. SERVICES ARE DELIVERED IN THE SETTING THE CLIENT CALLS HOME (PRIVATE RESIDENCE, EXTENDED CARE FACILITY, ETC.) AND THROUGH A CONTRACT WITH DEACONESS AND VALLEY HOSPITALS FOR ON-SITE CONSULTATION. SERVICES INCLUDE ASSISTING THE PATIENT'S PCP WITH ACHIEVING IMPROVED ADHERENCE TO TREATMENT PLANS, ASSISTING IN OPTIMAL SYMPTOM CONTROL AND IMPROVING QUALITY OF LIFE. WE WORK CLOSELY WITH THE PALLIATIVE CARE TEAM AT SACRED HEART AND HOLY FAMILY HOSPITALS AS WELL. THE SERVICES ARE CONSULTATIVE UPON THE PCP'S ORDER FOR COLLABORATION, CO-MANAGEMENT OR INITIATION OF THERAPEUTIC INTERVENTIONS. SERVICES DO NOT INCLUDE CHRONIC DISEASE MANAGEMENT OR CHRONIC PAIN MANAGEMENT FOR PATIENTS WITHOUT A LIFE-LIMITING ILLNESS. FORM 990, PAGE 2, PART III, LINE 4A HOSPICE OF SPOKANE OFFERS CARE AND SUPPORT FOR TERMINALLY ILL PATIENTS AND THEIR LOVED ONES. THROUGH IN-HOME SKILLED NURSING CARE, HOME HEALTH AIDES FOR PERSONAL CARE, SPIRITUAL SUPPORT, GRIEF AND BEREAVEMENT COUNSELING SERVICES, PATIENTS AND THEIR LOVED ONES ARE ASSURED OF THE BEST POSSIBLE QUALITY OF DAYS TO THE END OF LIFE. THE FOCUS OF CARE IS ON COMFORT AND SUPPORTING QUALITY OF LIFE WHEN TREATMENTS AIMED AT CURE OR EXTENDING LIFE ARE NO LONGER DESIRABLE. HOSPICE CARE IS FOR ANYONE, OF ANY AGE, WHO IS NEARING THE END OF LIFE. THE HOSPICE BENEFIT THROUGH MEDICARE, MEDICAID AND MOST PRIVATE INSURANCE POLICIES PAYS FOR MEDICAL CARE, PRESCRIPTION DRUGS RELATED TO THE PATIENT'S TERMINAL ILLNESS, RESPITE CARE, MEDICAL EQUIPMENT, SUPPLIES, AND A FULL RANGE OF SOCIAL SERVICES. HOSPICE OF SPOKANE SERVED 2,171 UNDUPLICATED CLIENTS IN 2019, PROVIDING 110,005 DAYS OF ROUTINE HOME CARE, 2,682 DAYS OF ACUTE INPATIENT CARE, AND 310 DAYS OF RESPITE CARE FOR THE YEAR ENDED DECEMBER 31, 2019. IN KEEPING WITH ITS MISSION, HOSPICE OF SPOKANE (DBA SPOKANE PALLIATIVE CARE) CONTINUES OFFERING PALLIATIVE CARE CONSULTATION TO NON-HOSPICE INDIVIDUALS WITH LIFE-LIMITING DISEASES. A TOTAL OF 94 ADULT PATIENTS WERE SERVED BY THE PALLIATIVE CARE INTERDISCIPLINARY TEAM, ACHIEVING IMPROVED ADHERENCE TO TREATMENT PLANS, ASSISTING IN OPTIMAL SYMPTOM CONTROL AND IMPROVING QUALITY OF LIFE DESPITE LIFE-LIMITING ILLNESS. THERE WERE 44 CHILDREN UNDER THE AGE OF 21 AND THEIR FAMILIES WHO RECEIVED CONCURRENT PEDIATRIC PALLIATIVE CARE. PALLIATIVE CARE SERVICES INCLUDE PRIMARY CARE FOR INDIVIDUALS WHO HAVE DIFFICULTY GETTING TO AND FROM A PRIMARY CARE PROVIDER THROUGH OCTOBER 2019. DOING BUSINESS AS MOBILE MEDICINE OF SPOKANE, THIS CARE IS PROVIDED BY ARNPS WITH COLLABORATION AND GUIDANCE OF OUR MEDICAL DIRECTOR SERVING 202 PATIENTS DURING 2019. FORM 990, PAGE 2, PART III, LINE 4B WHEN HOSPICE PATIENTS ARE NO LONGER ABLE TO MANAGE AT HOME, THEY CAN GO TO ONE OF OUR TWO HOSPICE HOUSES TO RECEIVE HOSPICE CARE IN AN INPATIENT SETTING. WE HAVE A HOSPICE HOUSE LOCATED IN NORTH SPOKANE, WHICH OPENED IN 2014, AND OUR INITIAL HOSPICE HOUSE, LOCATED IN SOUTH SPOKANE, WHICH OPENED IN 2007. BETWEEN THE TWO HOUSES, WE HAVE THE CAPACITY TO SERVE A TOTAL OF 24 PATIENTS (12 IN EACH HOME). RESIDENTS OF A HOSPICE HOUSE HAVE PRIVATE ROOMS WITH MANY OF THE COMFORTS OF HOME AND SPACE FOR VISITING FAMILY AND FRIENDS. RESIDENTS CONTINUE TO RECEIVE ALL OF THE MEDICAL, EMOTIONAL, AND SPIRITUAL CARE SERVICES THAT HOSPICE OF SPOKANE OFFERS. PHYSICIANS, NURSES, NURSE AIDS, SOCIAL WORKERS, GRIEF COUNSELORS AND CHAPLAINS ALL PROVIDE SERVICES TO PATIENTS IN THE HOUSE. BEING IN A HOSPICE HOUSE MEANS PATIENTS CAN GET THE SAME LEVEL OF HOSPICE CARE THEY WOULD RECEIVE IN A HOSPITAL OR NURSING HOME. HOSPICE HOUSE IS ANOTHER OPTION FOR THAT SAME LEVEL OF CARE. THE HOSPICE HOUSES PROVIDED A TOTAL OF 7,404 PATIENT DAYS OF CARE FOR THE YEAR ENDED DECEMBER 31, 2019 TO 858 PATIENTS AND THEIR FAMILIES. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE CEO AND THE DIRECTOR OF FINANCE, WHO REVIEW THE FORM, SCHEDULES AND RELATED ATTACHMENTS WITH THE HOSPICE OF SPOKANE BOARD'S FINANCE COMMITTEE. ANY COMMENTS OR QUESTIONS ARE ADDRESSED WITH THE PREPARER AND A FINAL APPROVAL IS GIVEN TO THE PREPARER BEFORE FINALIZING THE RETURN. THE CEO SIGNS OFF ON THE FORM 8879-EO BEFORE THE RETURN IS E-FILED BY THE PREPARER. FORM 990, PAGE 6, PART VI, LINE 12C NEW EMPLOYEES, VOLUNTEERS, AND TRUSTEES RECEIVE, REVIEW, AND SIGN THE CONFLICT OF INTEREST POLICY DURING ORIENTATION. THE POLICY IS INCLUDED IN THE EMPLOYEE HANDBOOK RECEIVED BY ALL STAFF. ONGOING ENFORCEMENT OCCURS VIA ROUTINE EDUCATION AND DISCUSSION AT VARIOUS TEAM MEETINGS AND AT ALL STAFF MEETINGS. CHART AUDITS, QUALITY ASSURANCE PERFORMANCE IMPROVEMENT QUARTERLY REVIEWS, SUPERVISORY VISITS, CARE CONFERENCES, AND SELF REPORTING ALLOW FOR CONTINUED MONITORING. IF AN ISSUE ARISES, THE SITUATION IS INVESTIGATED AND DISCIPLINARY PROCESSES ARE IMPLEMENTED ACCORDING TO THE POLICY, IF NECESSARY. FORM 990, PAGE 6, PART VI, LINE 15A COMPETITIVE WAGE INFORMATION IS OBTAINED THROUGH A CONSULTANT, ONLINE DATA, THROUGH PARTICIPATION IN AN INDUSTRY SURVEY, AND OTHER SIMILAR ORGANIZATIONS' IRS FORM 990. THE EXECUTIVE COMMITTEE (MADE UP OF THE OFFICERS OF THE BOARD OF TRUSTEES) REVIEWS THE COMPENSATION DATA AND MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR THE CEO COMPENSATION. THE BOARD OF TRUSTEES MUST THEN APPROVE AND DOCUMENT THE COMPENSATION AND NOTIFY HUMAN RESOURCES. FORM 990, PAGE 6, PART VI, LINE 15B COMPETITIVE WAGE INFORMATION IS OBTAINED THROUGH A CONSULTANT, ONLINE DATA, THROUGH PARTICIPATION IN AN INDUSTRY SURVEY, AND OTHER SIMILAR ORGANIZATIONS' IRS FORM 990. THE CEO USES THE COMPENSATION DATA OBTAINED TO MAKE COMPENSATION DECISIONS FOR OTHER OFFICERS AND EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 HOSPICE OF SPOKANE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST IN TRUSTS 26,048