Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE COPY OF FORM 990 SHALL BE GIVEN TO THE BOARD OF TRUSTEES FOR REVIEW. FORM 990 WILL BE FILED AFTER TRUSTEES APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | IN CONNECTION WITH ANY ACTURAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES CONSIDERING THE PROPSED TRANSACTION OR APPANGEMENT. AFTER SUCH DISCLOSURE, AND IN THE CASE OF ANY QUESTION ABOUT A POTENTIAL CONFLICT OF INTEREST OR ANY REMAINING QUESTION BY ANY TRUSTEE, THE TRUST'S LEGAL COUNSEL SHALL MAKE A RECOMMENDATION ON A COURSE OF ACTION THAT WILL KEEP ALL TRUSTEES AND THE FUND IN COMPLIANCE WITH APPLICABLE LAWS AND A RECORD OF SUCH DISCLOSURE AND THE SOURSE OF ACTION SHALL BE RECORDED IN MINUTES OF THE APPLICABLE TRUSTEE MEETING. THE INTERESTED PERSON SHALL AVOID PARTICIPATING IN DISCUSSION OR VOTING ON ANY MATTER THAT WILL PERSONALLY AFFECT, BENEFIT OR IMPACT FAVORABLE THE INTERESTED PERSON OR A PERSON OR ENTITY RELATED TO THE INTERESTED PERSON. A TRUSTEE SHOULD REFRAIN FROM SOLLCITING OR RECEIVING ITEMS OR VALUE OR GIFTS FROM ANY PARTY-IN-INTEREST. TRUSTEE SHOULD AVOID COMPLETELY THE USE, BENEFIT OR ACCEPTANCE OF ANY FUND ASSETS FOR PERSONAL GAIN OR FOR PERSONAL USE. THERE ARE VIOLATTIONS OF THE CONFLICT OF INTEREST POLICY IN PLACE SHOULD A TRUSTEE VIOLATE THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE FOR REVIEW AT THE ADMINSTRATIVE OFFICE. |
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