California Vineyard Orchard and Groves Tr

“California vineyard orchard & groves trust's outside auditors and finance staff prepare the form 990. The form is then reviewed and approved by the organization's management team. A complete copy, including all schedules, is then provided to the full board of trustees before filing.”

“The purpose of this code of ethics and conflicts of interest policy ("code") is to set forth basic principles to guide you in your activities as trustee members of the board or as plan administrator employees who work with the trustees. With regard to plan administrator employees, this code is in addition to the standards of conduct for employees of the plan administrator set forth by the administrator's employee manual. As fiduciaries, trustees involved in making investment decisions must make decisions in the best interest of plan participants based on appropriate consideration of relevant facts. The plan administrator believes that it is also important that trustees not take any action that could undermine the perception that trustee decisions were based on appropriate consideration of relevant facts. Thus, this code is intended to ensure not only that there is no actual conflict of interest that interferes with the fiduciary duty of the trustees, but also that there is no perceived conflict of interest. Such considerations are equally applicable to plan administrator employees whose work with the trustees could be seen to have influenced any investment or related decision of the trustees. Trustees and staff should avoid any conduct that would either impair their ability to perform their work objectively and effectively, or that could give the appearance of interfering with their responsibilities on behalf of the california vineyard, orchard and groves trust ("trust"). While it is not possible to describe every situation in which a conflict of interest or perceived conflict of interest may arise, the following are examples of situations that may raise a problem: 1- accepting gifts or any other special favors from any person or organization with which the trust has a current or potential business relationship. 2- acquiring an interest in a transaction involving the trust. 3- receiving services without charge, or with a materially discounted charge, from any person or organization with which the trust has a current or potential business relationship. 4- directing trust business to a vendor owned or managed by, or which employs, a relative or friend, without full disclosure.”

“Some or all of these items may be available upon request.”