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.
MediumBullet Attach to Form 990 or 990-EZ.
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OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
WILLIAM CARTER AND MARLYS BURDETT SCHLR TR
 
Employer identification number

45-6540849
Return Reference Explanation
PART XII CAPE ANN SAVINGS BANK TRUST & FINANCIAL SERVICES DEPARTMENT EMPLOYS AN INDEPENDENT FIRM TO AUDIT ALL ACCOUNTS. THE BANK IS ALSO SUBJECT TO STATE AND FDIC AUDITS ON ALL ACCOUNTS.
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a TRUST COMMITTEE
FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW FORM 990 IS REVIEWED BY TRUST OFFICER FOR COMPLETENESS AND ACCURACY
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c TRUST COMMITTEE MEETS ON A MONTHLY BASIS AND REVIEWS ALL ACTIVITY WITHIN THE DEPARTMENT. ANY CONFLICT OF INTEREST IS REQUIRED TO BE DISCLOSED AND REPORTED AT MONTHLY MEETING BY ALL TRUST OFFICERS.
FORM 990, PAGE 6, PART VI, LINE 15a N/A
FORM 990, PAGE 6, PART VI, LINE 15b CAPE ANN SAVINGS BANK RECEIVES A .50% FLAT FEE FOR IT'S INVESTMENT MANAGEMENT AND TRUSTEE FEE
FORM 990, PAGE 6, PART VI, LINE 19 THE TRUST DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST
EXPLANATION FOR FORM 990, PART XI, LINE 9 MUTUAL FUND TIMING
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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