2022-11-15T16:44:02-06:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2021-01-01 825070897 THE SIGNATRY CHARITABLE TRUST SIGN 9133100279 7171 W 95TH STREET 501 OVERLAND PARK KS 66212 MARK W KLINGER CHIEF FINANCIAL OFFICER 9133100279 2022-08-09 1 MARK KLINGER 999009999 LAURA J KENNEY P00202198 6177170831 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z STEPHEN A FRENCH 7171 W 95TH STREET 501 OVERLAND PARK KS 66212 201426495 0 X N/A X 2018 DE SUPPORT COMMUNITY DEVELOPMENT, EDUCATION & RELIGIOUS MINISTRY BY MOBILIZING RESOURCES FOR* CHARITABLE PURPOSES, INCLUDING SUPPORTING THE PURPOSES OF SERVANT FOUNDATION D/B/A THE SIGNATRY. 1 1 0 0 0 0 69982125 128359975 0 0 3646196 2544390 0 1072561 73628321 131976926 15014245 77576810 0 0 0 0 0 0 0 1310028 181303 16324273 77758113 57304048 54218813 81194986 140693242 0 2176 81194986 140691066 THE SIGNATRY CHARITABLE TRUST EXISTS TO INSPIRE AND FACILITATE REVOLUTIONARY, BIBLICAL GENEROSITY. 0 0 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ORGANIZATIONS, COMPENSATION SURVEYS, AND BOARD APPROVAL IN THE PROCESS OF COMPENSATION DETERMINATION. RELATED TO SUBSTANTIAL CONTRIBUTOR RELATED TO SUBSTANTIAL CONTRIBUTOR TO SELL SHARES AND GAIN LIQUIDITY X 1670000 1543146 0 1 1 RELATED TO SUBSTANTIAL CONTRIBUTOR RELATED TO SUBSTANTIAL CONTRIBUTOR TO SELL SHARES AND GAIN LIQUIDITY X 7002670 6652679 0 1 1 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR TO SELL SHARES AND GAIN LIQUIDITY X 328904 201282 0 1 1 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR TO SELL SHARES AND GAIN LIQUIDITY X 12800000 12800000 0 1 1 21197107 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 16000000 SALE OF CLASS A MEMBERSHIP UNITS IN AN LLC 0 X 16 28288053 FMV X 12 49982085 FMV X 1 417500 FMV X 4 2533864 FMV 15 0 1 1 PART I, COLUMN (B): THE NUMBER REPORTED IN PART I, COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS RECEIVED. PART I, LINE 32B: THE ORGANIZATION USED THE SERVICES OF REAL ESTATE AGENTS TO SELL DONATIONS OF REAL PROPERTIES. THE SIGNATRY CHARITABLE TRUST: ITS CHARITABLE MISSION AND PROGRAM OVERVIEW: THE SIGNATRY CHARITABLE TRUST ("THE TRUST") IS A TAX-EXEMPT IRC SECTION 501(C)(3) PUBLICLY SUPPORTED CHARITABLE ORGANIZATION. THE TRUST JOINS SERVANT FOUNDATION IN ITS MISSION TO INSPIRE AND FACILITATE REVOLUTIONARY, BIBLICAL GENEROSITY PRIMARILY THROUGH THE RECEIPT OF GIFTS OF ASSETS NOT OF A TYPE THAT SERVANT FOUNDATION WOULD ACCEPT, IN PARTICULAR ASSETS SUCH AS EQUITY IN PRIVATE COMPANIES, PARTNERSHIP INTERESTS, AND REAL PROPERTY THAT CARRY WITH THEM POTENTIAL EXPOSURE FOR LIABILITIES SUCH AS INDEMNIFICATION CLAIMS FROM THIRD PARTIES, LIQUIDATION COMPLEXITIES, AND UNRELATED BUSINESS INCOME. BY WORKING WITH GENEROUS DONORS TO ACCOMPLISH GIFTS OF THEIR NET WORTH, THE SIGNATRY CHARITABLE TRUST ASPIRES TO INCREASE CHARITABLE GIVING AND ALLOW DONORS TO GIFT FROM THE ASSETS THAT GOD HAS ENTRUSTED TO THEM TO CREATE A MEANINGFUL IMPACT IN OUR COMMUNITIES AND AROUND THE GLOBE. SERVING AS A DONOR ADVISED FUND SPONSOR ALLOWS THE TRUST TO THINK HOLISTICALLY AND GENERATIONALLY ABOUT GENEROSITY. IN FURTHERANCE OF ITS CHARITABLE PURPOSE, THE SIGNATRY CHARITABLE TRUST WILL SEEK TO SELL ITS ILLIQUID ASSETS. THE TRUST EMPLOYS CAREFUL DUE DILIGENCE AND COMPLIANCE PROCESSES INCLUDING: - MAINTAIN CHARITABLE SOLICITATION REGISTRATIONS WHERE APPLICABLE; - DETERMINATION THAT ASSETS RECEIVED ARE ALIGNED WITH THE TRUST'S CHARITABLE MISSION; - BEST EFFORTS TO CONFIRM THAT ANY SALE OF GIFTED ASSETS IS A SALE AT (OR ABOVE) FMV AND IN AN ARMS-LENGTH TRANSACTION; - HEIGHTENED DUE DILIGENCE WHEN A SALE TRANSACTION INVOLVES ANY TRUST DONOR OR RELATED PARTY; ON OCCASION THE AVAILABLE PURCHASERS FOR SUCH ASSETS ARE SUBSTANTIAL CONTRIBUTORS TO THE ORGANIZATION OR PERSONS/ENTITIES RELATED TO SUCH SUBSTANTIAL CONTRIBUTORS. FROM TIME TO TIME THE SIGNATRY CHARITABLE TRUST WILL HAVE RECEIVABLES RELATED TO THESE SALES; - ALL TRANSACTIONS ARE STRUCTURED TO BENEFIT THE TRUST AND ITS MISSION AND NOT INDIVIDUALS OR FOR-PROFIT ENTERPRISES. FORM 990, PART VI, SECTION A, LINE 2 THE OFFICERS ALL HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER AS THEY ARE EMPLOYED BY A RELATED ORGANIZATION IN WHICH THEY ALL ALSO SERVE AS OFFICERS. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEE(S) OF THIS ORGANIZATION ARE APPOINTED BY ITS GRANTOR AND APPOINTER, SERVANT FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY TAX ADVISORS OF A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 IS PROVIDED TO THE BOARD MEMBER OF THE SIGNATRY CHARITABLE TRUST 82-5070897, ITS INSTITUTIONAL TRUSTEE, FOR REVIEW AND DISCUSSION PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION IS COVERED BY A WRITTEN CONFLICT OF INTEREST POLICY OF SERVANT FOUNDATION, ITS RELATED ORGANIZATION. ALL TRUSTEES AND OFFICERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST DISCLOSURES ANNUALLY. ANY PERSON WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE ANY RELEVANT FACTS THAT MIGHT GIVE RISE TO A CONFLICT. THE INDIVIDUAL WILL BE RECUSED FROM ANY DISCUSSION OR DECISION MAKING RELATIVE TO THE CONFLICT OF INTEREST. UPON DISCLOSURE OF A CONFLICT OF INTEREST, THE PRESIDENT OR CHAIRMAN OF THE BOARD OF SERVANT FOUNDATION, AS APPROPRIATE, WILL APPOINT A COMMITTEE TO INVESTIGATE AND RESOLVE THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII THE ORGANIZATION'S FINANCIAL INFORMATION IS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS WITH ITS RELATED ORGANIZATION, SERVANT FOUNDATION, WHICH HAS A MARCH 31, 2022 FISCAL YEAR END. AT THE TIME OF THIS FILING, THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ARE IN THE PROCESS OF BEING COMPLETED. 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