SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
ARTHUR F AND ALICE E ADAMS
 
Employer identification number

84-1695029
Return Reference Explanation
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a Each CoTrustee has one voting right
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a The co-trustees have the power to elect or appoint one or more members of the governing body
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a Minutes are recorded for every board meeting as required by the corporate bylaws
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b The corporate bylaws require written minutes, filed electronically on an internal secure site for actions of a committee.
FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW Wells Fargo Bank, corporate trustee, reviews Form 990 prior to filing
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c All employees are required to take regular yearly compliance training that is tracked at the coporation level
FORM 990, PAGE 6, PART VI, LINE 18 Upon request
FORM 990, PAGE 6, PART VI, LINE 19 No documents available to the public
FORM 990, PAGE 7, PART VII, SECTION A Wells Fargo Bank NA as trustee, Wells Fargo is not required to file Form 941 for compensation.
EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING ADJ: $560, PY RETURN OF CAPITAL ADJ: -$323, TAX LOT BASIS ADJ: -$32, COST BASIS ADJ: -$205
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


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