JOAN AND LEONARD ENGLE FAMILY FOUNDATION

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THE JOAN AND LEONARD ENGLE FAMILY FOUNDATION IS TERMINATING DUE TO THE TRANSFER OF THE ASSETS TO THREE DONOR-ADVISED FUNDS IN 2025. THE FOUNDATION WAS ORGANIZED AS A CHARITABLE TRUST IN 1986 AND CREATED BY JOAN & LEONARD ENGLE, WHO HAVE BOTH SINCE PASSED AWAY YEARS AGO. THIS 501(C)(3) EXEMPT PRIVATE FOUNDATION HAS BEEN MANAGED BY A 3 PERSON BOARD OF TRUSTEES. AS EACH TRUSTEE'S FAMILY HAS GROWN, THEY ALL DETERMINED THAT THE PURPOSE OF THIS FOUNDATION WOULD BE BETTER SERVED IF IT WAS CONVERTED TO 3 SEPARATE DONOR-ADVISED FUNDS. EACH FAMILY WOULD BE ABLE TO FULLFILL THEIR CHARITABLE PURPOSES AND MAKE A GREATER IMPACT THROUGH THE DONOR-ADVISED FUNDS VERSUS THE PRIVATE FOUNDATION. WE ARE ATTACHING THE CHARITABLE TRUST TERMINATION STATEMENT, WHICH WAS APPROVED BY THE RI ATTORNEY GENERAL'S OFFICE. WE ARE ALSO ATTACHING THE DETAIL OF THE ASSET AND CASH TRANSFERS TO THE 3 DONOR-ADVISED FUNDS THAT WERE ESTABLISHED. THE 3 DONOR-ADVISED FUNDS WERE ESTABLISHED TO BE EXLUSIVELY ADMINISTERED AND OPERATED FOR RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES, WHICH IS EXACTLY THE SAME AS TO WHY THE PRIVATE FOUNDATION WAS ORGANIZED: 1. FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE ROBIN & JIM ENGLE FAMILY AND JOAN & LEONARD ENGLE FUND; C/O JAMES & ROBIN ENGLE, 132 FREEMAN PARKWAY, PROVIDENCE, RI 02906 2. FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE E3 FAMILY FUND; C/O RICHARD & MARY ENGLE, 54 WINGATE ROAD, PROVIDENCE, RI 02906 3. FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE ENGLE CLIFFORD LEGACY FOUNDATION; C/O JUDITH ENGLE CLIFFORD, 2 HAWTHORNE PLACE, # 12M, BOSTON, MA 02114

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