As a beneficiary, you are entitled to a copy of the Trust Agreement, the Trustee's financial report and the Trust's Federal Tax Return - the 990 PF.
A trust consists of a gift from the donor (the settlor) to recipients (the beneficiaries) held by a third party (the trustee) to provide the gift to the recipients. A charitable trust's beneficiary is the general public - you! The Trustee of the Lincoln Charitable Trust works for all American voters, providing the gift made by Dr. John Templeton October 4, 2007.
Independence Square, Philadelphia PA 19105-1776