| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE DAY TO DAY OPERATIONS OF THE TRUST ARE DELEGATED TO A PROFESSIONAL MANAGEMENT COMPANY. HOWEVER, THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY FOR THE TRUST. |
| FORM 990, PART VI, SECTION B, LINE 11B | DRAFT DOCUMENTS ARE SENT TO THE ADMINISTRATOR AND GENERAL AGENT FOR REVIEW BEFORE GOING IN FRONT OF THE BOARD OF TRUSTEES FOR FINAL APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL LIST OF PARTIES IN INTEREST IS DISCLOSED TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XII, LINE 2C | AUDITED FINANCIALS ARE REVIEWED BY THE CLIENT MANAGER, AND TRUSTEES, AS WELL AS THE TRUST ACCOUNTING SUPERVISOR, MANAGER AND OR DIRECTOR. THE OVERSIGHT PROCESS AND SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR. |
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