Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| Pt VI-A, Line 8a | The Organization records detailed minutes of every Board | |
| of directors meeting. | ||
| Pt VI-B, Line 11a | The Form 990 is presented to the Board of Directors for | |
| signature by the President, at which time the Board reviews | ||
| and discusses the Form 990 before approving it for | ||
| signature. | ||
| Pt VI-B, Line 12c | Annually the Board of Directors are inquired as to any | |
| possible conflicts of interest. | ||
| Pt VI-B, Line 15 | Annually the Board of Directors discusses, then votes on the | |
| compensation for the Manager and the President. | ||
| Pt VI-C, Line 19 | The Organization does not make its governing documents, | |
| conflict of interest policy or financial statements available | ||
| to the public. | ||
| Pt VI-A, Line 8b | There are no committees with the authority to act on behalf | |
| of the governing body. All decisions and actions are made | ||
| by the Board of Trustees. | ||
| Schedule L, Pt IV | Alex. Brown Investment Management ("ABIM") has provided | |
| investment management services to Green Mount Cemetery for | ||
| more than 30 years. During that period, the portfolios | ||
| managed by ABIM have achieved investment results that are | ||
| materially superior to broad market averages, and Green | ||
| Mount Cemetery has chosen to continue this investment | ||
| management relationship. Substantially after the initiation | ||
| of the investment management relationship with ABIM, J. | ||
| Dorsey Brown, III was asked to join the Board of Green Mount | ||
| Cemetery (the "Board") and has served continuously on the | ||
| Form 990, Part IX, Line 24f | MISCELLANEOUS 15799. REFUSE COLLECTION 5490. SECURITY 5099. UNIFORMS 3806. AUTO 2140. | |
| Board to date. Mr. Brown was a partner of SBIM both before | ||
| and after joining the Board. | ||
| Edward K. Dunn, III joined the Board in 2001. He had no | ||
| economic relationship to ABIM until 2008 when ABIM entered | ||
| into a merger with Brown Investment Advisory and Trust | ||
| Company ("Brown Advisory"). During the 2011 tax year, Mr. | ||
| Dunn and Mr. Brown were both referred to as Partners of | ||
| Brown Advisory, which is a corporate entity. Both own less | ||
| than 5% of the outstanding shares of Brown Advisory and | ||
| neither hold corporate officer titles such as president, | ||
| secretary or treasurer of Brown Advisory. | ||
| Green Mount Cemetery's written conflict of interest policy | ||
| states that it shall generally avoid business relationships | ||
| that give rise to conflicts of interest except where the | ||
| Board has determined that such a relationship will result | ||
| in superior services being rendered to Green Mount. To date, | ||
| the Board has decided to continue the investment management | ||
| relationship based on the determination that the | ||
| relationship will continue to result in superior services | ||
| being rendered to Green Mount. |
| Software ID: | 10000104 |
| Software Version: |