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 A, Line 3 | The Organization delegated control over administrative duties to Rooney Insurance Agency, Inc. |
| Form 990, Part VI, Section A, Line 4 | During the fiscal year ended June 30, 2023, the Trust with proper approval made changes to the Bylaws. |
| Form 990, Part VI, Section B, Line 11b | A copy of the Form 990 is provided to the governing body for their review before being filed. |
| Form 990, Part VI, Section C, Line 19 | Copies of the organization's public information Form 990 are provided upon written request. |
| Form 990, Part XI, Line 9 | Unrealized Investment Gain = $969768 |
| Form 990, Part XII, Line 2c | A draft of the audited financial statements are reviewed by the full board of trustees and approved before issuance. The board approves the selection of the audit firm on an annual basis. |
| Software ID: | 22015553 |
| Software Version: | 2022v5.0 |