Charles P O'Connor Tuw 0384-00-17

“The glenmede trust company, n.a. As sole trustee arranges for the preparation of form 990. The form 990 is reviewed by the director of endowment and foundation advisory, an officer of the glenmede trust company, n.a., and the tax officer before filing with the irs and state agencies.”

“The entity's conflict of interest policy is monitored by trustee's compliance department.”

“The supported charity has received a full copy of the entity's governing documents. The documents are also available upon reasonable request.”

“The charles p o'connor t/u/w (the trust) is a non-functionally integrated type iii supporting organization under irc section 509 (a) (3). Through annual distributions, the trust provides support to the lankenau hospital foundation, the supported organization, which is a public charity described in irc section 509(a)(1) and section 170(b)(1)(a). The glenmede trust company, n.a. Is the sole trustee of the trust. The trustee”

“Relationship with the officers of the supported organization. The trustee engages in regular ongoing communication with the supported organization and ensures that the supported organization has a significant voice in the operations of the trust. In addition, the annual distribution of the supported organization from the trust represents a sufficient part of the supported organization's total support as it provides a significant portion of the funding for a”

“Activity of the supported organization.”

“The change in beginning and ending net assets is due to 2024 sales posted in 2025 in the amount of $1,064, beginning balance adjustment in the amount of ($464,664), partnership capital adjustment in the amount of $1,389,634, mutual funds adjustment of ($14) , cost basis adjustment of $1,015, and rounding adjustment of $9.”