2022-09-15T11:28:43-05:00 2022-04-30 990 2021-05-01 416496379 JANE ADDAMS PEACE ASSN CHARITABLE TRUST C/O BRYN MAWR TRUST CO JANE 7175205663 1 E CHOCOLATE AVE 200 HERSHEY PA 17033 JENNIFER MARSHALL SENIOR VICE PRESIDENT 7175205663 2022-09-15 JENNIFER MARSHALL 999009999 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BARBARA M PETTIT 1436 LANCASTER AVENUE BERWYN PA 19312 974757 0 X N/A X 2000 PA THE JANE ADDAMS PEACE ASSN CHARITABLE TRUST PROVIDES FINANCIAL SUPPORT TO THE JANE ADDAMS PEACE ASSOCIATION, A NONPROFIT CORPORATION ESTABLISHED IN 1948 "TO FUND EDUCATIONAL PROJECTS, PROGRAMS AND ACTIVITIES WHICH FURTHER PEACE, THE ABOLITION OF WAR, AND THE ELIMINATION OF ALL FORMS OF DISCRIMINATION AND VIOLENCE." 1 1 0 0 0 0 0 0 0 0 237537 389460 0 0 237537 389460 64865 84662 0 0 16028 18261 0 0 0 1230 1230 82123 104153 155414 285307 1296249 1581556 0 0 1296249 1581556 X THE JANE ADDAMS PEACE ASSN CHARITABLE TRUST PROVIDES FINANCIAL SUPPORT TO THE JANE ADDAMS PEACE ASSOCIATION, A NONPROFIT CORPORATION ESTABLISHED IN 1948 "TO FUND EDUCATIONAL PROJECTS, PROGRAMS AND ACTIVITIES WHICH FURTHER PEACE, THE ABOLITION OF WAR, AND THE ELIMINATION OF ALL FORMS OF DISCRIMINATION AND VIOLENCE." 0 0 84662 84662 GRANT PAID TO THE JANE ADDAMS PEACE ASSOCIATION IN FURTHER PURPOSE OF IT'S MISSION, "TO FUND EDUCATIONAL PROJECTS, PROGRAMS AND ACTIVITIES WHICH FURTHER PEACE, THE ABOLITION OF WAR, AND THE ELIMINATION OF ALL FORMS OF DISCRIMINATION AND VIOLENCE." 84662 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 PA X X BRYN MAWR TRUST CO 7175205663 1 E CHOCOLATE AVE STE 200 HERSHEY PA 17033 BRYN MAWR TRUST CO TRUSTEE 3.00 X 18261 0 0 18261 0 0 0 0 0 0 0 26093 26093 948664 585297 363367 363367 363367 389460 0 0 389460 84662 84662 18261 18261 1200 1200 30 30 104153 84662 19491 0 25064 18151 1271185 1563405 1296249 1581556 0 0 X 1281287 1563773 0 0 14962 17783 1296249 1581556 1296249 1581556 285307 0 X 0 0 0 X X 1 JANE ADDAMS PEACE ASSOCIATION 131871554 10 1 84662 0 1 84662 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X 1 1 SCHEDULE A, PAGE 5, SECTION D, LINE 2 THE TRUSTEE WILL MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE DIRECTORS AND OFFICERS OF THE SUPPORTED ORGANIZATION BY DOING THE FOLLOWING: THE TRUSTEE WILL CONSIDER INVESTMENT SUGGESTIONS FROM THE DIRECTORS OF THE SUPPORTED ORGANIZATION. IN ADDITION, THE TRUSTEE WILL MEET WITH THE DIRECTORS AND/OR OFFICERS OF THE SUPPORTED ORGANIZATION, OR THEIR DESIGNEES, REGULARLY EACH YEAR. AT EACH MEETING, THE TRUSTEE AND THE DIRECTORS AND/OR OFFICERS OF THE SUPPORTED ORGANIZATION WILL DISCUSS THE INVESTMENT POLICY OF THE TRUST, ADMINISTRATIVE ISSUES, PROGRAMMATIC ISSUES, DISTRIBUTION DECISIONS, SHORT-TERM PLANNING AND LONG-TERM PLANNING. BASED UP ON THIS RELATIONSHIP, THE SUPPORTED ORGANIZATION WILL HAVE A SIGNIFICANT VOICE IN THE TRUST'S INVESTMENT POLICY AND WITH RESPECT TO THE TIMING OT THE TRUST'S DISTRIBUTIONS. SCHEDULE A, PAGE 5, SECTION D, LINE 3 THE TRUSTEE WILL MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE DIRECTORS AND OFFICERS OF THE SUPPORTED ORGANIZATION BY DOING THE FOLLOWING: THE TRUSTEE WILL CONSIDER INVESTMENT SUGGESTIONS FROM THE DIRECTORS OF THE SUPPORTED ORGANIZATION. IN ADDITION, THE TRUSTEE WILL MEET WITH THE DIRECTORS AND/OR OFFICERS OF THE SUPPORTED ORGANIZATION, OR THEIR DESIGNEES, REGULARLY EACH YEAR. AT EACH MEETING, THE TRUSTEE AND THE DIRECTORS AND/OR OFFICERS OF THE SUPPORTED ORGANIZATION WILL DISCUSS THE INVESTMENT POLICY OF THE TRUST, ADMINISTRATIVE ISSUES, PROGRAMMATIC ISSUES, DISTRIBUTION DECISIONS, SHORT-TERM PLANNING AND LONG-TERM PLANNING. BASED UP ON THIS RELATIONSHIP, THE SUPPORTED ORGANIZATION WILL HAVE A SIGNIFICANT VOICE IN THE TRUST'S INVESTMENT POLICY AND WITH RESPECT TO THE TIMING OF THE TRUST'S DISTRIBUTIONS. SCHEDULE A, PAGE 5, SECTION E, LINE 2A THE TRUST IS "OPERATED EXCLUSIVELY" TO SUPPORT THE SUPPORTED ORGANIZATION BECAUSE THE TRUST ENGAGES SOLELY IN ACTIVITIES THAT SUPPORT OR BENEFIT THE SUPPORTED ORGANZIATION, THE TRUST'S ACTIVITIES INVOLVE ONLY MAKING PAYMENTS TO AND FOR THE USE OF THE SUPPORTED ORGANIZATION. THE TRUSTEE PAYS "SUBSTANTIALLY ALL" OF THE TRUST'S INCOME TO OR FOR THE USE OF THE SUPPORTED ORGANIZATION, AND THE AMOUNT OF SUPPORT THAT THE TRUST PROVIDES TO THE SUPPORTED ORGANIZATION IS SUFFICIENT TO ENSURE THAT THE SUPPORTED ORGANIZATION WILL REMAIN ATTENTIVE TO THE OPERATION OF THE TRUST. "SUBSTANTIALLY ALL" OF ITS INCOME HAS BEEN DEFINED TO MEAN EIGHTY-FIVE PERCENT OF ITS INCOME. THE ANNUAL REQUIRED PAYOUT WILL ALWAYS EXCEED EIGHTY-FIVE PERCENT OF THE TRUST'S NET INCOME. SCHEDULE A, PAGE 5, SECTION E, LINE 2B THE SUPPORTED ORGANIZATION IS DEPENDENT UPON THE TRUST FOR THE TYPE OF SUPPORT THAT IT PROVIDES. THE TRUST PROVIDES THE SUPPORTED ORGANIZATION WITH A STEADY FLOW OF INCOME EACH YEAR, IN AN AMOUNT THAT THE SUPPORTED ORGANIZATION WOULD NOT OTHERWISE BE ABLE TO RAISE IN THIS DEPRESSED ECONOMY. 0 ETF- EQUITY 362604 C MUTUAL FUNDS- FIXED INCOME 199467 C MUTUAL FUNDS- EQUITY 1001334 C 1563405 1 JANE ADDAMS PEACE ASSOCIATION 777 UNITED NATIONAL PL NEW YORK NY 10017 131871554 3 84662 0 FMV GRANT MADE TO PROVIDE FINANCIAL SUPPORT TO THE JANE ADDAMS PEACE ASSOCIATION TO FURTHER THE MISSION OF THE ASSOCIATION PART I, LINE 2: THE JANE ADDAMS PEACE ASSN CHARITABLE TRUST SPECIFICALLY NAMES THE JANE ADDAMS PEACE ASSOCIATION IN THE GOVERNING DOCUMENT TO RECEIVE DISTRIBUTIONS SO THERE IS NO NEED TO ESTABLISH SELECTION CRITERIA. FORM 990, PART VI, SECTION A, LINE 8A THE BRYN MAWR TRUST COMPANY IS THE SOLE TRUSTEE OF THIS TRUST. IT CONFERS WITH THE JANE ADDAMS ASSOCIATION CONCERNING THE TRUST'S INVESTMENTS AND DISTRIBUTION OF FUNDS. THERE IS NO WRITTEN POLICY REGARDING THE DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PART VI, SECTION A, LINE 8B SEE ABOVE FORM 990, PART VI, SECTION B, LINE 11B SEE ABOVE. THE BRYN MAWR TRUST COMPANY AS SOLE TRUSTEE, PREPARES THE TAX RETURNS FOR THIS TRUST. THUS FORM 990 IS PREPARED BY THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY FOR TRUST ACCOUNTS REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST AND FROM GUIDESTAR.ORG. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC BRYN MAWR TRUST CO - 1436 LANCASTER AVENUE, BERWYN, PA 19312. JANE ADDAMS PEACE ASSOCIATION 777 UNITED NATIONS PLAZA NO 6C NEW YORK NY 100173521 131871554 TO FUND EDUCATIONAL PROJECTS, PROGRAMS AND ACTIVITIES THAT FURTHER PEACE, NY 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANE ADDAMS PEACE ASSOCIATION INC B 84662 DISTRIBUTIONS PAID