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 A, LINE 7A | THREE COMMITTEE MEMBERS ARE APPOINTED BY THE UAW. |
| FORM 990, PART VI, SECTION B, LINE 11 | EACH MEMBER OF THE GOVERNING BODY RECEIVES, REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TRUST IS A COLLECTIVELY-BARGAINED PLAN AND WAS ESTABLISHED BY COURT SETTLEMENT. THE COURT APPROVED THE TRUST AGREEMENT INCLUDES A CODE OF ETHICS BY WHICH EACH COMMITTEE MEMBER AGREES TO ABIDE. IT IS REGULARLY REVIEWED WITH THE COMMITTEE. IN ADDITION, EACH COMMITTEE MEMBER MUST ANSWER THE FIDUCIARY LIABILITY INSURANCE RENEWAL QUESTIONNAIRE WHICH CONTAINS QUESTIONS REGARDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE TRUST IS A COLLECTIVELY-BARGAINED PLAN AND WAS ESTABLISHED BY COURT SETTLEMENT. THE COURT APPROVED THE TRUST DOCUMENT WHICH SETS FORTH THE COMPENSATION OF THE TRUST COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII | JACK MARTIN - 30200 TELEGRAPH RD., SUITE 444, BINGHAM FARMS, MI 48025. GARY PETRONI - 3011 WEST GRAND BLVD., SUITE 200, DETROIT, MI 48202. RODNEY UHELSKI - 8000 E. JEFFERSON, DETROIT, MI 48214. RICHARD ISAACSON - 8000 E. JEFFERSON, DETROIT, MI 48214. COMERICA BANK - TAFT-HARTLEY SERVICES, POB 75000, DETROIT, MI 48275. GEORGE HARDY - 8000 E. JEFFERSON, DETROIT, MI 48214. |
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