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 | FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES IN CONJUNCTION WITH THE REVIEW OF THE ANNUAL AUDIT. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS DISCUSSED ANNUALLY BY THE BOARD OF TRUSTEES TO ENSURE THE TRUSTEES UNDERSTAND THE CONFLICT OF INTEREST POLICY AND UNDERSTANDS THE FUND IS A TAX-EXEMPT ORGANIZATION THAT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. THE BOARD OF TRUSTEES (EXCEPT THOSE TRUSTEES WITH A POTENTIAL CONFLICT) DECIDES WHETHER A CONFLICT EXISTS. THE BOARD OF TRUSTEES IS RESPONSIBLE FOR MONITORING ITSELF AND OFFICERS FOR POTENTIAL CONFLICTS BY AGREEING TO THE CONFLICT OF INTEREST POLICY ANNUALLY. IF AN OFFICER OR TRUSTEE HAS A CONFLICT, THE DISINTERESTED TRUSTEES WILL DETERMINE THE APPROPRIATE COURSE OF ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION IS REVIEWED BY THE BOARD OF TRUSTEES ANNUALLY. THE BOARD LOOKS AT LOCAL COLLECTIVE BARGAINING AGREEMENTS FOR WAGE AND BENEFIT GUIDANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 1 ACCOUNTING METHOD | THE FUND USES THE MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS ANOTHER COMPREHENSIVE BASIS OF ACCOUNTING. |
| FORM 990, PART XII, LINE 2C OVERSIGHT RESPONSIBILITY | THE BOARD OF TRUSTEES OVERSEES THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
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