Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COMPLETED DRAFT OF THE 990 IS GIVEN TO DAN KOEPPEL, EXECUTIVE DIRECTOR, AND ALL TRUSTEES FOR THEIR REVIEW AND COMMENTS BEFORE IT IS SUBMITTED. FOLLOWING REVIEW, THE 990 IS SIGNED BY DAN KOEPPEL. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES ALL INDIVIDUALS TO DISCLOSE ANY CONFLICTS OF INTEREST TO THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL COMPENSATION FOR THE ORGANIZATION IS PAID BY A RELATED ORGANIZATION WHICH SHARES THE SAME MANAGEMENT. THE ORGANIZATIONS' PRESIDENT AND SECRETARY REVIEW EMPLOYEE PERFORMANCE AND DETERMINE COMPENSATION. ALL OTHER TRUSTEES REVIEW AND APPROVE COMPENSATION DETERMINED BY PRESIDENT AND SECRETARY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 57,731. |
| THE BOARD OF TRUSTEES IS STILL RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTING FIRM. |
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