990 FORMS AND FILES

IRS CHARITY SEARCH

Organizations that meet the requirements of Internal Revenue Code section 501(a) are exempt from federal income taxation. In addition, charitable contributions made to some section 501(a) organizations by individuals and corporations are deductible under Code section 170.

NYS CHARITIES BUREAU

All charitable organizations operating in New York State are required by law to register and file annual financial reports with the Attorney General's Office. This includes any organization that conducts charitable activities, holds property that is used for charitable purposes, or solicits financial or other contributions.

TRUST PERFORMANCE

The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities. There is over $9.9 trillion indexed or benchmarked to the index, with indexed assets comprising approximately $3.4 trillion of this total. The index includes 500 companies and covers approximately 80% of available market capitalization.