The organization must list all of its current officers, directors, and trustees, as those terms are defined in the Glossary contained in the instructions. Investments – Other Securities.If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI,. VII, VIII, IX, or X as applicable. Attach to Form 990 or Form 990EZ. The following tips and FAQs relate to core form Part VII and Schedule J executive compensation reporting. View and print all executive compensation tips PDF. State the name, address, and telephone number of the person who possesses the organization's books and records. If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ). If "Yes," complete Schedule D, Part VII. 11b.