Htc Trustee Catherine D Sharpe

“The trustee carries out the terms of the trust by making distributions to designated beneficiaries or successors (pursuant to the exercise of limited discretion as set forth in the trust document), in the percentages specified in the trust, and by maintaining a record of trust distributions. Trustees are in frequent and continual contact with the grantees concerning the trust's investment results and investment policies with respect to”

“Specific purposes. The trustee receive and review information concerning the grantees' use of the granted funds to verify that the uses are consistent with the purposes established in the governing instrument and in that regard from time to time have exercised their discretion to vary grantees and otherwise work with the grantees to ensure appropriate use of the funds.”

“There is no delegation to any separate committee to act on their behalf.”

“The governing body of the organization (the trust) consists of the institutional trustee that receives and reviews form 990 before it is filed with the irs.form 990 is prepared and separately reviewed by the trust's legal counsel.”

“The trustee's actions are governed by pennsylvania law, which prohibits any activity or transaction that would constitute a conflict of interest in violation of the mandated duties of the fiduciary. Consequently, pennsylvania law serves as the trust's written conflict of interest policy.”

“The governing document is the trust under the will of catherine d sharpe. The said document has been provided to all the beneficiaries who are all charities. The trust is public record and available to anyone through the register of wills office of montgomery county, norristown, pa. The financial statements are sent to the beneficiaries. They are not specifically available to the public although the form 990 is, if requested. The trustee's actions are”

“Which prohibits any activity or transaction that would constitute a conflict of interest in violation of the mandated duties of the fiduciary. Consequently, pennsylvania law serves as the trust's written conflict of interest policy.”

“SEE SCHEDULE O”

“SEE SCHEDULE O”

“SEE SCHEDULE O”

“SEE SCHEDULE O”

“SEE SCHEDULE O”

“SEE SCHEDULE O”

“The academy of natural sciences for the maintenance and expansion of its reference library and for the extension of its teaching program and research facilities. Expenses 133,271.68 including grants of 133,271.68 revenue 0. The franklin institute with the suggestion for use by the museum education dept in furtherance of group visitations and instruction for school age children to encourage interest in engineering and science. Expenses 133,271.68 including grants of 133,271.68. Revenue 0. The salvation army for the pennsylvania division. Expenses 66,635.84 including grants of 66,635.84. Revenue 0. The seeing eye for general support. Expenses 66,635.84. Including grants of 66,635.84 revenue 0. Bryn mawr hospital with the”

“Suggestion that the income be expended one half for the purchase of xray and related equipment and one half for maintenance of the portion of the hospital buildings, housing the laboratory xray and out patient departments, and with the further suggestion that any portion of the grant which cannot be used profitably used for such purposes may be expended for the general operating expenses of the hospital. Expenses 66,635.84. Including grants of 66,635.84. Revenue 0. Greater philadelphia community alliance expenses 66,635.84. Including grants of 66,635.84. Revenue 0. The sharpe strumia research foundation expenses 41,647.40. Including grants of 41,647.40 revenue 0.”

“COST BASIS ADJUSTMENT”