PURSUANT TO IRC 507b1A LUTHER VALLEY IS TERMIATING THE PRIVATE FOUNDATION KNOWN AS THE LAWRENCE SWAIN TOTAL RETURN TRUST. NET ASSETS HAVE BEEN TRANSFERRED TO LUTHER VALLEY LUTHERAN CHURCH A PUBLIC CHARITY DESCRIBED IN SEC 170b1A WHICH HAS BEEN IN EXISTENCE FOR MORE THAN 60 MONTHS BEFORE THIS DISTRIBUTION. FEBRUARY 11 1991 LAWRENCE SWAIN TOTAL RETURN TRUST WAS CREATED PURSUANT TO THE LAST WILL AND TESTAMENT OF LAWRENCE SWAIN. LUTHER VALLEY LUTHERAN CHURCH BELOIT WI "LUTHER VALLEY" IS THE SOLE BENEFICIARY OF THIS TRUST. BMO HARRIS BANK N.A. BMO WAS ACTING TRUSTEE. ON MAY 18 2022 BY MUTUAL AGREEMENT BETWEEN BMO AND LUTHER VALLEY BMO HAS RESIGNED AS TRUSTEE. SUE ALSETH IS THE ACCEPTING SUCCESSOR TRUSTEE OF THE TRUST. ON JULY 6 2022 THE BALANCE OF THE TRUST WAS TRANSFERRED TO THE ACCOUNTS OF LUTHER VALLEY LUTHERAN CHURCH AT THRIVENT FUNDS AS DIRECTED.
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