Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND FUND ADMINISTRATOR PRIOR TO FILING. AFTER THE BOARDS' REVIEW, THE FORM IS APPROVED AND FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES AND THE FUND ADMINISTRATOR SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY TAKING ALL STEPS THEY DEEM NECESSARY TO ENSURE SUCH MONITORING AND ENFORCEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. |
| FORM 990, PART VII, SECTION A, LINE 1A: | THE ORGANIZATION'S ADMINISTRATOR, COLLECTION COORDINATOR AND CONTROLLER ALSO HOLD THE SAME POSITIONS FOR FIVE OTHER RELATED ORGANIZATIONS, ONE OF WHICH IS RESPONSIBLE FOR PAYROLL AND SALARY RELATED EXPENSES. THIS REPORTING ORGANIZATION REIMBURSES THAT RELATED ORGANIZATION FOR ITS ALLOCATED PORTION OF THEIR SALARY AND SALARY RELATED EXPENSES. |
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