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FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW | SOLE TRUSTEE RECEIVES AND REVIEWS FORM |
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c | ORGANIZATION COMPLIES WITH THE SAME AS ITS TRUSTEE |
FORM 990, PAGE 6, PART VI, LINE 19 | NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC |
FORM 990, PAGE 7, PART VII, SECTION A | INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORS. THE CORPORATE TRUSTEES COMPENSATION REPORTED IN COLUMN (C) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATE ONLY. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, COMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENTS |
FORM 990, PAGE 7, PART VII, SECTION A | REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIOS AS NECESSARY. |
EXPLANATION FOR FORM 990, PART XI, LINE 9 | MUTUAL FUND TIMING DIFFERENCE: $9, ROUNDING ($7) |
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