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gptkbp:instance_of
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gptkb:trust
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gptkbp:assets
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Real estate
Investments
Debts
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gptkbp:audited_by
|
External auditor
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gptkbp:beneficiary
|
Shrigley heirs
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gptkbp:charity_work
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Local charities
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gptkbp:created
|
Charitable purposes
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gptkbp:created_in
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Last will and testament
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gptkbp:distribution
|
Annual income
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gptkbp:duration
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Perpetual
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gptkbp:established_in
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Shrigley Family
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gptkbp:financial_reports
|
Annual financial statements
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gptkbp:governed_by
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gptkb:Board_of_Trustees
Trust Agreement
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gptkbp:has_meetings
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Quarterly
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https://www.w3.org/2000/01/rdf-schema#label
|
The Shrigley Testamentary Trust
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gptkbp:influenced_by
|
Family values
|
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gptkbp:investment_strategy
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Conservative
Variable
Diversified portfolio
|
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gptkbp:is_debated_in
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Mediation
|
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gptkbp:is_regulated_by
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State law
|
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gptkbp:jurisdiction
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gptkb:United_States
|
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gptkbp:legal_status
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gptkb:lawyer
|
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gptkbp:location
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gptkb:California
|
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gptkbp:managed_by
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gptkb:Board_of_Trustees
|
|
gptkbp:philanthropy
|
Promoted
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gptkbp:purpose
|
gptkb:Asset_Management
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gptkbp:related_to
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Estate planning
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gptkbp:reports_to
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gptkb:Annual_reports
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gptkbp:signatories
|
Discretionary authority
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gptkbp:termination_conditions
|
Beneficiaries reach age 30
|
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gptkbp:trustee_accountability
|
To beneficiaries
|
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gptkbp:trustee_appointment
|
By will
|
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gptkbp:trustee_communication
|
With beneficiaries
|
|
gptkbp:trustee_community_involvement
|
Encouraged
|
|
gptkbp:trustee_compensation
|
Fees
|
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gptkbp:trustee_compliance
|
With regulations
|
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gptkbp:trustee_conflict_of_interest
|
Disclosure required
|
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gptkbp:trustee_conflict_resolution
|
Internal procedures established
|
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gptkbp:trustee_decision_making
|
Majority vote required
|
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gptkbp:trustee_distributions
|
To beneficiaries
|
|
gptkbp:trustee_duties
|
Fiduciary responsibility
|
|
gptkbp:trustee_ethical_standards
|
High standards expected
|
|
gptkbp:trustee_ethics
|
Code of ethics
|
|
gptkbp:trustee_financial_reporting
|
To beneficiaries
|
|
gptkbp:trustee_independence
|
Independent trustee
|
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gptkbp:trustee_insurance
|
Liability insurance
|
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gptkbp:trustee_investment_goals
|
Long-term growth
|
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gptkbp:trustee_investment_review
|
Annual review required
|
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gptkbp:trustee_investments
|
In accordance with law
|
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gptkbp:trustee_legal_advice
|
Consult as needed
|
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gptkbp:trustee_liability
|
Limited liability
|
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gptkbp:trustee_meetings_frequency
|
Quarterly meetings
|
|
gptkbp:trustee_performance_evaluation
|
Annual evaluation required
|
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gptkbp:trustee_qualifications
|
Financial expertise
|
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gptkbp:trustee_record_keeping
|
Accurate records required
|
|
gptkbp:trustee_removal
|
By court order
|
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gptkbp:trustee_reporting
|
To state authorities
|
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gptkbp:trustee_reports
|
Annual report to beneficiaries
|
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gptkbp:trustee_resignation
|
Written notice required
|
|
gptkbp:trustee_responsibilities
|
Manage assets
|
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gptkbp:trustee_risk_management
|
Defined strategy
|
|
gptkbp:trustee_selection
|
Family members
|
|
gptkbp:trustee_stakeholder_engagement
|
Regular updates provided
|
|
gptkbp:trustee_succession_plan
|
In place
|
|
gptkbp:trustee_training
|
Ongoing education
|
|
gptkbp:trustee_transparency
|
Open to beneficiaries
|
|
gptkbp:type
|
gptkb:Testamentary_Trust
|
|
gptkbp:type_of
|
Tax-exempt
|
|
gptkbp:year_created
|
gptkb:1990
|
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gptkbp:bfsParent
|
gptkb:David_Shrigley
|
|
gptkbp:bfsLayer
|
5
|