Return Reference | Explanation |
---|---|
Pt VI, Line 11b | A copy of the tax return is made available to all Board members for review prior to its filing. |
Pt VI, Line 12c | Trustees are required at all times to disclose any potential relationships involving transactions which come before the Board. In such an instance, the disinterested Trustees shall review the transaction to determine that it is fair and reasonable to the Fund. A Trustee possessing a potential conflict is required to be absent during any vote surrounding the transaction. |
Pt VI, Line 15a | The Fund has not had a need to develop a compensation approval process as the Fund has no employees and compensates none of its Trustees. |
Pt VI, Line 19 | The Fund makes its governing documents, copies of its tax returns for the three most recent years, its Exemption Application and Determination Letter, and copies of various governing policies available to the public upon request, as well as providing versions of these documents for downloading on its website. |
Software ID: | 14000261 |
Software Version: |