Return Reference | Explanation |
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FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW | TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED. |
FORM 990, PAGE 6, PART VI, LINE 19 | AS TRUSTEE, JPMORGAN CHASE BANK, NA. MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION.THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JP MORGAN CHASE BANK, NA, DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JP MORGAN CHASE BANK, NA, STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT. (ALSO APPLIES TO SCHEDULE A PART IV, SECTION D, QUESTION 2) |
EXPLANATION FOR FORM 990, PART XI, LINE 9 | 2019 TRANSACTIONS POSTED IN 2020 $3,170.31; 2020 TRANSACTIONS POSED IN 2021 ($3,653.16); MUTUAL FUNDS $49.84; ROUNDING $0.01 |
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