Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS FIRST REVIEWED BY THE FINANCE DEPARTMENT OF THE TRUST. IT IS THEN SENT TO THE BOARD OF TRUSTEES FOR THEIR APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONNECTION INC. AND THE CONNECTION FUND INC. REQUIRE EMPLOYEES TO NOTIFY THEIR SUPERVISORS OF ANY CONFLICTS OF INTEREST RELATED TO THE TRUST. THE CONNECTION INC. AND THE CONNECTION FUND INC. RECERTIFY EACH EMPLOYEE'S COMPLIANCE RELATED TO THE TRUST ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990 PART XII LINE 2C | THE BOARD OF TRUSTEES OVERSEE THE AUDIT AND REVIEW THE FINANCIAL STATEMENTS PRIOR TO ISSUE. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR A SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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