Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Part VI, Section B, Line 11B | Form 990 Review The Form 990 is prepared by acounting firm Grant Thornton LLP. After the form is reviewed and its accuracy confirmed by individuals with direct knowledge of the operations of the organization, the form 990 is finalized and provided to a trustee for signature and filing. |
| Part VI, Section B, Line 12C | Conflict of Interest Policy Monitoring & Enforcement Plan management sign annual conflict of interest questionnaires which are reviewed and approved. |
| Part VI, Section C, Line 18 | How Documents Are Made Available to the Public As under regulations sections 301.6104(D)-1 through 3, the organization will make available for public inspection upon request the governing documents and each annual information return (Form 990) and related schedules and attachments (including the audited financial statements). |
| Part XII, Line 1 | Accounting Method The accounting method used to prepare Form 990 is the modified basis of cash receipts and disbursements. Consequently, revenue is recognized when received rather than earned and expenses are recognized when paid rather than when the obligation is incurred. Net appreciation or depreciation in fair value of investments is recorded by the trust. |
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