SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
right arrow Attach to Form 990 or 990-EZ.
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OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
WATERFORD INSTITUTE INC
 
Employer identification number

51-0202349
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B THE TAX FIRM ENGAGED BY THE WATERFORD INSTITUTE AND THE WATERFORD INSTITUTE FINANCE TEAM WORK TOGETHER TO GATHER THE INFORMATION NECESSARY TO COMPLETE THE FORM 990. THE TAX FIRM PREPARES AN INITIAL DRAFT FORM 990, WHICH IS REVIEWED BY MANAGEMENT AS WELL AS THE BOARD OF TRUSTEES. ANY RECOMMENDED CHANGES AND COMMENTS ARE CONSIDERED AND THE FORM 990 IS UPDATED WITH A FINAL COPY DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO THE FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C WE REQUEST BOARD MEMBERS TO DISCLOSE ANY CONFLICTS AT BOARD MEETINGS.
FORM 990, PART VI, SECTION B, LINE 15 PERIODICALLY, AN INDEPENDENT COMPENSATION REVIEW TAKES PLACE FOR DAVID ANDREW MYERS AND BENJAMIN HEUSTON. THIS WAS LAST COMPLETED BY SULLIVANCOTTER FOR FISCAL YEAR END 8/31/2020.
FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2022


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