Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| HEADING, ITEM B | THE ORGANIZATION'S ADDRESS WAS CHANGED TO THE ADDRESS OF THE TRUSTEE TIAA-CREF TRUST COMPANY | |
| EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4 | ON DECEMBER 30, 2011, THE UNIVERSITY OF THE SCIENCES AND TIAA-CREF TRUST COMPANY SIGNED AN AMENDED AND RESTATED TRUST AGREEMENT FOR THE EMPLOYER CONTRIBUTION VEBA TRUST THE UNIVERSITY OF THE SCIENCES. | |
| EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a | TIAA-CREF TRUST COMPANY IS A DIRECTED TRUSTEE FOR THE PLAN SPONSOR. ALL REQUESTS RECEIVED FROM THE PLAN SPONSOR OR PARTICIPANTS ARE CAPTURED THROUGH A RECRODED LINE OR SERVICE REQUEST. | |
| FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW | TIAA-CREF TRUST COMPANY AS TRUSTEE IS RESPONSIBLE FOR PREPARAITON OF FORM 990 BASED ON THE FINANCIAL INFORMATION CONTAINED IN OUR RECORDS. UPON COMPLETION, A COPY OF FORM 90 IS FORWARDED TO THE PLAN SPONSOR FOR REVIEW AND APPROVAL. ONCE APPROVED, FROM 990 IS THEN FILED WITH THE FEDERAL TAXING AUTHORITY BY THE REGULATORY DEADLINE. | |
| DESCRIPTION FOR MAKING DOCUMENTS PUBLIC | FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION HAD NOT ADOPTED ANY FORMAL POLICIES, NOR DOES THE ORGANIZATION HAVE ANY DIRECT EMPLOYEES. THE ORGANIZATION DOES FOLLOW THE DOCUMENTS AND POLICIES OF THE PLAN SPONSOR WHICH ARE AVAILABLE UPON REQUEST. |
| CHANGE IN ACCOUNTING METHOD OR DESCRIPTION OF OTHER METHOD USED | FORM 990, PAGE 11, PART XII, LINE 1 | THE CHANGE IN ACCOUNTING METHODS IS DUE TO THE CHANGE IN RECORD KEEPERS TO TIAA-CREF TRUST COMPANY. |
| EXPLANATION FOR FORM 990, PART XI, LINE 9 | The adjustment to net assets reflected on Part I, line 22 of $36,302 represents unrealized gains for the 2012 tax year. |
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