Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING DOCUMENT IS AN AGREEMENT OF TRUST ENTERED INTO BY TWO PARTIES, THE UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING AND PIPEFITTING INDUSTRY OF THE UNITED STATES AND CANADA (AFL-CIO) LOCAL UNION NO. 520 (THE "UNION) AND THE MECHANICAL CONTRACTORS ASSOCIATION OF CENTRAL PENNSYLVANIA (THE "ASSOCIATION"). EACH PARTY APPOINTS AN EQUAL NUMBER OF TRUSTEES. CURRENTLY, EACH APPOINTS THREE TRUSTEES TO THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY AMENDMENT TO THE TRUST AGREEMENT OR TERMINATION OF THE TRUST MUST BE APPROVED BY THE UNION AND THE ASSOCIATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AGREEMENT OF TRUST, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST SUBMITTED TO THE BOARD OF TRUSTEES. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 16,034. |
| FORM 990 PART XII; LINE 2C | ALL COMMITTEE MEMBERS ARE PROVIDED NECESSARY FINANCIAL REPORTS TO ENSURE THE ENTITY'S ACTIVITIES ARE COMPLIANT. |
| Software ID: | |
| Software Version: |