Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS SENT TO THE GOVERNING BODY (THE BOARD OF TRUSTEES)FOR REVIEW AND APPROVAL BEFORE SIGNING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | IN THE EVENT AN INTERESTED PERSON HAS AN ACTUAL OR PROBABLE CONFLICT OF INTEREST, THE INTERESTED PERSON SHOULD DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIALS FACTS CONCERNING THE ACTUAL OR PROBABLE CONFLICT OF INTEREST TO THE TRUSTEES. IF THE DISINTERESTED TRUSTEES DETERMINE THAT AN ACTUAL OR PROBABLE CONFLICT OF INTEREST IS FOUND TO EXIST, THE TRUSTEES, AFTER EXERCISING DUE DILIGENCE, WILL TAKE ACTION BELIEVED TO BE APPROPRIATE FOR THE CIRCUMSTANCES. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | NONE OF THE BOARD OF TRUSTEES ARE COMPENSATED. HOWEVER, THE PLAN'S PROFESSIONAL SERVICE PROVIDERS' COMPENSATION FOR SERVICES RENDERED IS REVIEWED BY THE BOARD OF TRUSTEES AFTER DISCUSSION WITH LEGAL COUNSEL AND OTHER PLAN CONSULTANTS. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | SEE COMMENT ABOVE RELATING TO FORM 990, PART VI, LINE 15A |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | UNREALIZED APPRECIATION ON INVESTMENTS ...................8,333,829 |
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