SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
THE HALO TRUST (USA) INC
 
Employer identification number

52-2158152
Return Reference Explanation
FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES PART V, LINE 4B AFGHANISTAN, GEORGIA, ANGOLA, CAMBODIA, COLOMBIA, KOSOVO, LAOS, NAGORNO KARABAKH, SOMALIA, SRI LANKA, ISRAEL, ZIMBABWE, UNITED KINGDOM. HALO USA SUBMITS A FBAR.
PROCESS USED TO REVIEW FORM 990 PART VI, LINE 11B THE FINANCE MANAGER PREPARES THE FORM 990 ALONG WITH SUPPLEMENTARY DATA AND RECONCILIATION TO THE INDEPENDENT ACCOUNTING FIRM GRANT THORNTON. THE FORM 990 RETURN DRAFT IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD TO REVIEW PRIOR TO ITS FILING.
CONFLICT OF INTEREST POLICY PART VI, LINE 12C THE BYLAWS ADDRESS THE RULES TO BE OBSERVED RELATING TO CONFLICTS OF INTEREST. EACH DIRECTOR SIGNS ANNUALLY A CONFLICTS OF INTEREST LETTER CONFIRMING THEIR AGREEMENT TO COMPLY WITH THE POLICY.
HOW FORM 990 IS MADE AVAILABLE PART VI, LINE 19 THE ORGANIZATION PROMPTLY PROVIDES THE REQUESTED INFORMATION BY E-MAIL OR MAIL. THE FORMS 1023 AND 990 AND THE SHORT LENGTH FINANCIAL STATEMENTS ARE MADE AVAILABLE ON HALO'S WEBSITE.
COMPENSATION PART VII, LINE 1; SCHEDULE J, PART II JAMES COWAN AND ANTHONY WIGAN ARE REMUNERATED FOR THEIR EMPLOYMENT WITH THE HALO TRUST (UK), AND RECEIVE NO ADDITIONAL COMPENSATION FOR THEIR ROLES IN HALO USA. THE FIGURES SHOWN ON PART VII AND SCHEDULE J ARE THE GROSS REMUNERATION PAID BY THE HALO TRUST (UK).
CHANGE IN NET ASSETS PART XI, LINE 9 CHANGE IN NET ASSETS FOREIGN EXCHANGE ADJUSTMENT: $23,037
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


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