Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| PART VI, LINE 11B: | THE FORM 990 REVIEW PROCESS INVOLVES AN INITIAL REVIEW PERFORMED BY THE ADMINISTRATIVE OFFICE, THEN CO-COUNSEL IS ASKED TO REVIEW BEFORE GOING TO THE CO-CHAIRS FOR FINAL REVIEW AND APPROVAL FOR FILING. THE FILING IS NOTED AT THE SUBSEQUENT BOARD MEETING GIVING THE REST OF THE TRUSTEES AN OPPORTUNITY TO REVIEW AND COMMMENT. |
| PART VI, LINE 12C: | ANY TRUSTEE OR SERVICE PROVIDER AUTHORIZED TO CONDUCT TRANSACTIONS ON BEHALF OF THE TRUST WHO HAS REASON TO BELIEVE THAT A CONFLICT OF INTEREST MIGHT CONSTITUTE A PROHIBITED TRANSACTION IS OBLIGATED TO CONSULT WITH TRUST COUNSEL. TRUSTEES ARE ALSO REQUIRED TO NOTIFY THE TRUST OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. |
| PART VI, LINE 19: | THE PLAN'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON REQUEST. ADDITIONALLY, FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES ON A REGULAR BASIS. |
| PART VII, LINE 1A, COLUMNS (E) AND (F): | THE BOARD OF TRUSTEES SERVE WITHOUT COMPENSATION. THE PLAN DOES NOT MAINTAIN THE INFORMATION ON COMPENSATION FROM RELATED ORGANIZATIONS BUT BELIEVES THAT SUCH COMPENSATION, IF ANY, IS APPROPRIATELY REPORTED ON THE RETURNS OF THOSE ORGANIZATIONS. |
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