BCC Agenda 02/27/2024 Item #16D 4 (Approve and Income Distribution from the Harvey M. Sheve Jr. Irrivocable Trust Accountto the Collier County Public Library)02/27/2024
EXECUTIVE SUMMARY
Recommendation to approve an Income Distribution from the Harvey M. Shreve Jr. Irrevocable Trust Account in
the amount of $305,996.85 to the Collier County Public Library, to authorize the County Manager, or his designee,
to complete any required forms, and to approve any necessary Budget Amendments.
OBJECTIVE: To accept a distribution from a trust in the sum of $305,996.85 to the Collier County Public
Library.
CONSIDERATIONS: In April 2019, the Northern Trust Company advised the Collier County Public Library that
it is named as a remainder beneficiary of the Harvey M. Shreve Jr. Irrevocable Trust (Trust).
At the November 12, 2019, Board of County Commissioners (Board) Meeting, Agenda Item #16.D.9, the Library
was approved to receive an initial distribution from the Trust in the amount of $1,600,000. Resolution #2019 -219
recognized the public purpose and acceptance of this distribution and any subsequent distributions from the Trust to
the Collier County Public Library.
The remainder of the Trust is being held pending receipt of the Internal Revenue Service (IRS) closing letter and
discharge by the probate court. The income that has accumulated on the Library’s five percent (5%) residuary share
of the Trust and has been disbursed from the trust; as of the end of September 2023 is $305,996.85.
FISCAL IMPACT: A Budget Amendment is needed to recognize a carry forward donation from FY 2023
provided by the Harvey M. Shreve Jr. Irrevocable Trust in the amount of $305,996.85 in the Library Adm in. Grant
Fund (181000000) Cost Center 156112 - WBS Project 46047. There is no requirement for a County match.
LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, raises no legal issues and
requires majority vote for approval. -JAK
GROWTH MANAGEMENT IMPACT: None
RECOMMENDATION: To approve an Income Distribution from the Harvey M. Shreve Jr. Irrevocable Trust, to
accept a distribution from the Trust in the amount of $305,996.85 to the Collier County Public Library, to authorize
the County Manager, or his designee, to complete any required forms, and to approve any additional Budget
Amendments as necessary to allocate funds to expense accounts.
Prepared By: Catherine Cowser, Library Director, Library Division
Jeffrey Newman, Manager - Financial Operations, Operations and Veterans Services Division
ATTACHMENT(S)
1. Resolution 2019-219_Signed Docs (PDF)
2. Signed+LOD+Shreve+Trust_Redacted (PDF)
3. CR202306-27ShreveTrustDonationtoLib_304,993.48_20240126141943.033_X (PDF)
4. CR202307-06ShreveTrustDonationtoLib_1,003.37_20240126142039.432_X (PDF)
16.D.4
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02/27/2024
COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.4
Doc ID: 27830
Item Summary: Recommendation to approve an Income Distribution from the Harvey M. Shreve Jr. Irrevocable
Trust Account in the amount of $305,996.85 to the Collier County Public Library, to authorize the County
Manager, or his designee, to complete any required forms, and to approve any necessary Budget Amendments.
Meeting Date: 02/27/2024
Prepared by:
Title: Administrative Assistant – Library
Name: Karen Tibbetts
01/26/2024 10:50 AM
Submitted by:
Title: – Library
Name: Catherine Cowser
01/26/2024 10:50 AM
Approved By:
Review:
Library Catherine Cowser Director Review Completed 01/29/2024 8:38 AM
Operations & Veteran Services Jeff Weir OVS Director Review Completed 01/29/2024 9:55 AM
Public Services Department Todd Henry Level 1 Department Review Completed 02/06/2024 8:15 AM
County Attorney's Office Jeffrey A. Klatzkow Level 2 Attorney Review Completed 02/05/2024 9:03 AM
Public Services Department Tanya Williams PSD Department Head Review Completed 02/20/2024 7:55 AM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 02/20/2024 8:32 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 02/20/2024 8:36 AM
Office of Management and Budget Blanca Aquino Luque OMB Reviewer Completed 02/20/2024 4:18 PM
County Manager's Office Dan Rodriguez Level 4 County Manager Review Completed 02/21/2024 9:39 AM
Board of County Commissioners Geoffrey Willig Meeting Pending 02/27/2024 9:00 AM
16.D.4
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4!
RESOLUTION NO, 2019-21 9
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF
COLLIER COUNTY, FLORIDA, AS THE GOVERNING BOARD OF THE
COLLIER COUNTY PUBLIC LIBRARY, DECLARING A PUBLIC PURPOSE
FOR THE RECOGNITION AND ACCEPTANCE OF A DISTRIBUTION FROM
THE HARVEY M. SHREVE, JR. IRREVOCABLE TRUST OF 1997 TO THE
COLLIER COUNTY PUBLIC LIBRARY IN THE ESTIMATED AMOUNT OF
1,600,000, AND ANY SUBSEQUENT DISTRIBUTIONS TO THE COLLIER
COUNTY PUBLIC LIBRARY FROM THE TRUST AND AUTHORIZING THE
COUNTY OR DESIGNEE TO EXECUTE ALL NECESSARY DOCUMENTS.
WHEREAS,the Board of County Commissioners("Board")was notified by The Northern Trust
Company that the Collier County Public Library("Library") is a 5% residuary beneficiary of the Harvey
M. Shreve,Jr. Irrevocable Trust of 1997 ("Trust"); and
WHEREAS,the Trust is prepared to make an initial distribution of the Library's residuary share
of the Trust in the estimated amount of$1,600,000 and plans to make subsequent future distributions of the
remaining reserves to the Library; and
WHEREAS, Northern Trust retained the law offices of Cohen & Grigsby to represent it in its
fiduciary roles as Personal Representative and Trustee the Trust; and
WHEREAS, fees for legal services, as well as other administrative fees, were deducted from the
Library's initial share of the Trust and will be deducted from future disbursements to the Library as is
customary in such cases; and
WHEREAS, Mr. Shreve's wife, Sarah Anne Shreve, predeceased him. Her estate is being
administered in probate court and certain documents are necessary to be signed by Library as a qualified
beneficiary of her estate; and
WHEREAS, the Board formally agrees by adoption of this Resolution to abide by the provisions
set forth in the Trust; and
WHEREAS, the Board agrees to direct the transfer of funds to the Collier County Clerk of Courts
and Comptroller ("Clerk of Courts") for the benefit of the Library owned and operated by the Board
pursuant to wire instructions to be provided to the Trust.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF COLLIER COUNTY,FLORIDA,that:
1. The donation of monies by the Trust to the Collier County Public Library serves a valid public
purpose.
2. The Board will accept,on behalf of the Library,a wire in the amount of$1,600,000, and all future
distributions, if any, from the Trust. As custodian of County Funds, the Clerk of Courts' and its
1 The Clerk of Court is Crystal K. Kinzel.
1
16.D.4.a
Packet Pg. 563 Attachment: Resolution 2019-219_Signed Docs (27830 : Approve income distribution from Shreve Irrevocable Trust in the amount $305,996.85
Finance Director2 and their successors in position are authorized to provide to the Trust and its
representatives written transfer instructions and otherwise communicate with the Trust to facilitate
the Board's receipt of the funds.
3. The$1,600,000 and any and all future funds received from the Trust, less any administrative fees
and expenses, shall be given to and deposited by the Clerk of Courts, and that the budget of the
Library Donation — Project Fund" shall be amended accordingly reflecting that the funds are
deposited for its use.
4. The County Managei3 or designee is authorized to execute all documents required to process and
otherwise accept donation of monies by the Trust.
5. The County Manager or designee is also authorized to execute Probate Court documents needed
at the closing of the Sarah Anne Shreve Estate and Harvey M. Shreve,Jr. Estate.
THIS RESOLUTION ADOPTED upon majority vote on the I a day of c,1,dA4., ,2019.
ATTEST: BSS Y COM S . • . R
CRYSTAL K.KINZEL,Clerk CC r O,?/ , F • ' .A i
By. i , By
fittest as to Chairman'eeputy Clerk William McDaniel,Jr., Chairman
SlglRtl(g'ya's to form andlegality:
Jenner A. Belped o 01
Assistant County Attor` CY
tea.
oI
2 The Finance Director is Derek Johnssen.
3 Leo E. Ochs,Jr., is the County Manager
2
C'
16.D.4.a
Packet Pg. 564 Attachment: Resolution 2019-219_Signed Docs (27830 : Approve income distribution from Shreve Irrevocable Trust in the amount $305,996.85
512013
HARVEY M. SHREVE, JR.IRREVOCABLE TRUST
DATED 4/28/1997 AS AMENDED AND RESTATED
Trust No.: 02-52855
Total or Partial Distribution of Trust to Beneficiary
APPROVAL OF ACCOUNTS AND
DISTRIBUTION,RELEASE,AND REFUNDING AGREEMENT
To: The Northern Trust Company("Northern Trust"), as Trustee of the Harvey M. Shreve, Jr.
Irrevocable Trust dated 4/28/1997,as amended and restated
Northern Trust is the Trustee(the"Trustee") of the above-captioned trust(the"Trust")
which benefits me as beneficiary. Northern Trust is prepared to distribute to me the property
listed on the attached Plan of Distribution Statement, subject to the provisions of this Approval
of Accounts and Distribution,Release, and Refunding Agreement(the"Agreement").
A. Sequence of Events. I will sign and deliver this Agreement to Northern Trust, and
then.Northern Trust will distribute the trust property to me;provided, however,that this
Agreement shall not become effective until Northern Trust has in fact distributed the trust
property listed on the attached Plan of Distribution Statement to me.
B. Accounts. In connection with this settlement and distribution,I acknowledge that
1)the Trustee has given me all required accounts during its trusteeship of the Trust since May
2018 and(2) copies of accounts for prior periods not previously furnished during its trusteeship
have been made available to me upon request. The Trustee will not give me any further trust
accountings with respect to this distribution.
C. Approval of Accounts and Release. In consideration of the distribution by
Northern Trust of the property listed on the attached Plan of Distribution Statement to me, and to
induce Northern Trust not to require a court proceeding in which a judge approves its accounts
and grants it a discharge, I state as follows:
1. Approval of Accounts and Full Distribution. I approve the administration.
and accounts of Northern Trust, as Trustee,and agree that the distribution of the property
listed on the attached Plan of Distribution Statement,subject to any Reserve provided for
on said Schedule, is in full satisfaction, distribution and settlement of all property which
is now due to me, as beneficiary,pursuant to the provisions of the Trust.
2. Release. I release and discharge Northern Trust,both individually and as
Trustee, and its employees, directors, agents, affiliates, successors and assigns, from any
and all claims,demands, lawsuits,actions, damages,liabilities, losses,responsibilities or
expenses of whatsoever kind or nature,which may arise out of or in connection with the
trusteeship of the Trust.
NTAC:2SE-18
0
16.D.4.a
Packet Pg. 565 Attachment: Resolution 2019-219_Signed Docs (27830 : Approve income distribution from Shreve Irrevocable Trust in the amount $305,996.85
5/201.3
3. Refunding.
a. I agree to assume and pay all taxes and claims,debts and liabilities of
whatever nature(in excess of any Reserve provided for on the Plan of Distribution.
Statement and stillretained by Northern Trust)for which.Northern Trust may hereafter be
personally liable,to the extent that Northern Trust would have been entitled to be
reimbursed or exonerated from the property listed on the Plan of Distribution Statement
had such property remained in the possession of Northern Trust.
b. The Plan of Distribution Statement may provide for a Reserve. When
all taxes and claims,debts and liabilities of whatever nature for which Northern Trust or
the Trust may hereafter be liable shall have been determined and paid,then Northern
Trust shall deliver to me any portion of the Reserve which has not been required to
discharge or secure the payment of such taxes, claims,debts, or liabilities.
c. If it is determined within one year of receiving the distribution that a
part or all of this distribution sho*have been paid to someone else rather than to me, or
the amount of the distribution represents an overdisfribution for whatever reason,I agree
to refund that property(including the earnings and appreciation on it)to Northern Trust
within sixty(60)days of Northern Trust's demand.
d. The undersigned agrees to reimburse Northern Trust for its reasonable
attorney fees and costs which may arise out of or in connection with this Section C.3
should the Collier County Public Library fail to return the funds within 60 days written
notice to the County. Such notice shall be sent to the Director of the Collier County
Public Library and to the Collier County Attorney's Office.
D. Miscellaneous. This Agreement shall benefit not only Northern Trust but also any
co-trustees or prior trustees at any time acting under the Trust. This Agreement is binding upon
me and my personal representative,heirs, successors and assigns.
Dated this oC day of y `Qµe 14
AP
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ft-
OA A ! , ' Ail,I ''' _
Bo./..of County Commissioners of Collier County,App
a.>t+ .. f:"
prim
and legality Florida(Collier County Public Library),as beneficiary
Jeffrey
A 'a 11, ,
ounty
Attorney Note:
Staple the Plan of Distribution Statement to this Form]AT
E T:ii :2
CRYSTAL' K. KINZhL,'CLERK NTAC:
2SE-18 T), •, ^_;v . .,i,
Ampati Depu -
IV AttestastoChairman's,i
CAO signature
only,
16.D.4.a
Packet Pg. 566 Attachment: Resolution 2019-219_Signed Docs (27830 : Approve income distribution from Shreve Irrevocable Trust in the amount $305,996.85
FLORIDA DEPARTMENT Of STATEr
RICK SCOTT KEN DETZNER
Governor Secretary of State
January 18, 2018 C O Py
Mr. Jeffrey A. Klatzkow, County Attorney
Office of the County Attorney
Collier County Government Complex
3299 East Tamiami Trail, Suite 800
Naples, Florida 34112-5749
Dear Mr. Klatzkow:
We are in receipt of the facsimile signatures, under oath, filed by Andy Solis,Chairman and William L.
McDaniel, Jr., Vice Chairman of the Board of County Commissioners of Collier County, Florida and
Donna Fiala, Co-Chairman and William L. McDaniel, Jr. Co-Chairman of the Collier County
Redevelopment Agency.
This information was filed in this office on January 16, 2018.
If we may be of further assistance, please contact this office at the number listed below.
Sincerely,
Ernest L. Reddick
Program Administrator
ELR/lb
i'e
r..
r
R. A. Gray Building • 500 South Bronough Street • Tallahassee, Florida 32399-0250
Telephone: (850) 245-6270
www.dos.state.fl.us
16.D.4.a
Packet Pg. 567 Attachment: Resolution 2019-219_Signed Docs (27830 : Approve income distribution from Shreve Irrevocable Trust in the amount $305,996.85
16.D.4.b
Packet Pg. 568 Attachment: Signed+LOD+Shreve+Trust_Redacted (27830 : Approve income distribution from Shreve Irrevocable Trust in the amount
7/10/23, 10:57 AM FFB Commercial Online
https://firstfoundation.olbanking.com/onlineMessenger 1/1
Copyright 2023 First Foundation Bank. Member FDIC. Equal Housing Lender
Account Number
Check Number
Posting Date
Amount
Transaction Groups
*6407 - Demand Deposit (101 BOCC CONCENTRATION
From To
From 06/25/2023 To 07/10/2023
From 304993.48 To 304993.48
All
Transaction Search
Search Transactions
* indicates req
Page generated on 07/10/2023 at 10
Search
Posting Date Description Credit De
06/27/2023 Domestic Wire in
NORTHERN TRUST/TRUSTEE/02-52855 Wires
$304,993.48
Results returned in
16.D.4.c
Packet Pg. 569 Attachment: CR202306-27ShreveTrustDonationtoLib_304,993.48_20240126141943.033_X (27830 : Approve income distribution from Shreve
11/12/2019
EXECUTIVE SUMMARY
Recommendation to approve a Resolution authorizing the County Manager to sign all documents
required to accept an initial distribution from The Harvey M. Shreve Jr. Irrevocable Trust of 1997
Trust), in the amount of $1,600,000 and any subsequent distributions to the Collier County Public
Library, and to approve any necessary Budget Amendments.
OBJECTIVE: To accept the initial distribution from the Trust in the estimated sum of $1,600,000 to the
Collier County Library Division (Library) as well as any future distributions.
CONSIDERATIONS: The Board of County Commissioners (Board) was notified by The Northern Trust
Company that the Library is a five percent (5%) residuary beneficiary of the Trust. The Trust is prepared
to make an initial distribution of the Library’s residuary share of the Trust in the estimated amount of
1,600,000 and plans to make subsequent future distributions of the remaining reserves to the Library.
Fees for legal services, as well as other administrative fees, were deducted from the Library’s initial share
of the Trust and will be deducted from future disbursements to the Library as is customary in such cases.
Mr. Shreve’s wife, Sarah Anne Shreve, predeceased him. Her estate is being administered in probate
court and certain documents are necessary to be signed by the Library as a qualified beneficiary of her
estate. A qualified beneficiary is entitled to receive the income or principal if the current recipients’ (Mr.
Shreve) rights are terminated.
The proposed resolution provides that:
1. The donation of monies by the Trust to the Collier County Public Library serves a valid public
purpose.
2. The Board will accept, on behalf of the Library, a wire in the amount of $1,600,000, and all
future distributions, if any, from the Trust. As custodian of County Funds, the Clerk of Courts
and its Finance Director and their successors in position are authorized to provide to the Trust
and its representative's written transfer instructions and otherwise communicate with the Trust to
facilitate the Board’s receipt of the funds.
3. The $1,600,000 and any and all future funds received from the Trust, less any administrative
fees and expenses, shall be given to and deposited by the Clerk of Courts, and that the budget of
the “Library Donation - Project Fund” shall be amended accordingly reflecting that the funds are
deposited for its use.
4. The County Manager or designee is authorized to execute all documents required to process and
otherwise accept the donation of monies by the Trust.
5. The County Manager or designee is also authorized to execute Probate Court documents needed
at the closing of the Sarah Anne Shreve Estate and Harvey M. Shreve, Jr. Estate.
Documents required to be signed include, but are not limited to: Approval of Accounts and Distribution
Agreement and Waiver of Accounting, Portions of Petition for Discharge and Service of Petition for
Discharge; Receipt of Beneficiary and Consent to Discharge. All required documents will be routed to the
County Manager or designee after approved for legality by The Office of the County Attorney.
16.D.9
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16.D.4.c
Packet Pg. 570 Attachment: CR202306-27ShreveTrustDonationtoLib_304,993.48_20240126141943.033_X (27830 : Approve income distribution from Shreve
11/12/2019
FISCAL IMPACT: The initial distribution of $1,600,000 and all future distributions provided by the
Trust in the will be recognized and budgeted in Library Donations Fund (129), Fund Center 156112,
Shreve Trust Project/Grant No. 46047 . There is no requirement for a County match.
LEGAL CONSIDERATIONS: This Item is approved for form and legality and requires a majority vote
for Board approval. -JAB
GROWTH MANAGEMENT IMPACT: None
RECOMMENDATION: To approve a Resolution authorizing the County Manager to sign all
documents required to accept an initial distribution from The Harvey M. Shreve Jr. Irrevocable Trust of
1997, in the amount of $1,600,000 and any subsequent distributions to the Collier County Public Library,
and to approve any necessary Budget Amendments.
Prepared By: Tanya Williams, Director, Library Division
ATTACHMENT(S)
1. Cohen&Grisby Letter.05.13.19 (PDF)
2. Resolution SHREVE DONATION CAO STAMPED.10.22.19 (PDF)
3. Shreve Irrevocable Trust_Northern Trust letter (PDF)
4. Shreve Refunding Agreement_CAO STAMPED (PDF)
16.D.9
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16.D.4.c
Packet Pg. 571 Attachment: CR202306-27ShreveTrustDonationtoLib_304,993.48_20240126141943.033_X (27830 : Approve income distribution from Shreve
From:ColemanIan
To:Bernadette Tracy
Cc:CowserCatherine; EtzelMatthew
Subject:RE: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Date:Tuesday, July 11, 2023 9:59:58 AM
Attachments:image003.png
image010.png
image012.png
image013.png
image015.png
image001.png
image002.png
image004.png
Thanks for the heads up Bernadette, I appreciate it. I just sent the Project Set Up form off to be signed, so when I get it back, I will shorten the
WBS name as I initially put the description down as was provided. Also, yes you are correct, the distribution should be $60,000 to 46047.6 and
the remaining of the combined $1,003.37 wire and the balance of $244,993.48 will go to 46047.7.
As I am sure you saw, Catherine will be out of the office for a few days and in her absence, Rosemary LaBarge will sign, so we will not lose any
time on this.
Thank you as always for all of your help with this, we truly appreciate it.
Ian
Ian Coleman
Procurement Specialist
239-252-5544
ian.coleman@colliercountyfl.gov
From: Bernadette Tracy <bernadette.tracy@collierclerk.com>
Sent: Tuesday, July 11, 2023 9:49 AM
To: ColemanIan <Ian.Coleman@colliercountyfl.gov>
Cc: CowserCatherine <Catherine.Cowser@colliercountyfl.gov>
Subject: RE: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
EXTERNAL EMAIL: This email is from an external source. Confirm this is a trusted sender and use extreme caution when opening
attachments or clicking links.
Hi Ian,
I will wait to post these wires until I receive the new WBS request. Just a heads up – there is a 40 character limit on the WBS name. The ones
provided below exceed that so please adjust accordingly!
And I just want to make sure I understand the allocation correctly. From the 6/27 wire, $60,000 will go to 46047.6 and the remaining
$244,993.48 will go to 46047.7? Then then the entire $1,003.37 wire from 7/6 will also go to 46047.7?
Thank you,
Bernadette TracyAccountant I – Grants
Office: (239) 252-7913
bernadette.tracy@collierclerk.com
Office of the Clerk of the Circuit Court
& Comptroller of Collier County
3299 Tamiami Trail E, Suite #403
Naples, FL 34112-5749
www.CollierClerk.com
From: ColemanIan <Ian.Coleman@colliercountyfl.gov>
Sent: Monday, July 10, 2023 4:07 PM
16.D.4.c
Packet Pg. 572 Attachment: CR202306-27ShreveTrustDonationtoLib_304,993.48_20240126141943.033_X (27830 : Approve income distribution from Shreve
To: Bernadette Tracy <bernadette.tracy@collierclerk.com>
Subject: RE: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Hi Bernadette, we talked to Catherine and I will be submitting a new Project Form for approval and then send it on to you for your records. What
she would like is two separate subprojects added to the main project 46047.
1. 46047.6: Professional development, conferences, training, tuition assistance
2. 46047.7: Library improvements (carpet, building fixtures, technology, A/V equipment)
$60,000 will go into the first one, and the remainder would go to the library improvement.
It will probably take a couple days to get the approved Project Form back and then I’ll send it on to you.
Thanks Bernadette,
Ian
Ian Coleman
Procurement Specialist
239-252-5544
ian.coleman@colliercountyfl.gov
From: Bernadette Tracy <bernadette.tracy@collierclerk.com>
Sent: Monday, July 10, 2023 11:19 AM
To: ColemanIan <Ian.Coleman@colliercountyfl.gov>
Subject: FW: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
EXTERNAL EMAIL: This email is from an external source. Confirm this is a trusted sender and use extreme caution when opening
attachments or clicking links.
Hi Ian,
Can you please confirm the account string for the two below wires?
1810000000-156112-366900-46047 – which WBS element would you like to use?
101 BOCC
CONCENTRATION 6/27/2023
Domestic
Wire in NORTHERN TRUST/TRUSTEE/02-52855 Wires
304,993.48 CR
101 BOCC
CONCENTRATION 7/6/2023
Domestic
Wire in SHREVE, HARVEY IRREV TRUST Wires 1,003.37 CR
Thank you,
Bernadette Tracy
Accountant I – Grants
Office: (239) 252-7913
bernadette.tracy@collierclerk.com
Office of the Clerk of the Circuit Court
& Comptroller of Collier County
3299 Tamiami Trail E, Suite #403
Naples, FL 34112-5749
www.CollierClerk.com
From: Fabiola E. DeCristofaro <fabiola.decristofaro@collierclerk.com>
Sent: Friday, July 7, 2023 10:43 AM
To: Bernadette Tracy <bernadette.tracy@collierclerk.com>; Kyle E. Wagner <Kyle.Wagner@collierclerk.com>
Subject: FW: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Good morning,
16.D.4.c
Packet Pg. 573 Attachment: CR202306-27ShreveTrustDonationtoLib_304,993.48_20240126141943.033_X (27830 : Approve income distribution from Shreve
Attached is the backup from the Library for the donation.
Respectfully, Fabiola E. DeCristofaro
Accounting Technician - Revenue
Office: 239-252-7827
fabiola.decristofaro@collierclerk.com
Office of the Clerk of the Circuit Court
& Comptroller of Collier County
3299 Tamiami Trail E, Suite #700
Naples, FL 34112-5749
www.CollierClerk.com
From: ColemanIan <Ian.Coleman@colliercountyfl.gov>
Sent: Friday, July 7, 2023 9:59 AM
To: TibbettsKaren <Karen.Tibbetts@colliercountyfl.gov>; MageeYahaira <Yahaira.Magee@colliercountyfl.gov>; CowserCatherine
<Catherine.Cowser@colliercountyfl.gov>; EtzelMatthew <Matthew.Etzel@colliercountyfl.gov>
Cc: Fabiola E. DeCristofaro <fabiola.decristofaro@collierclerk.com>
Subject: RE: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Thank you Karen, this is extremely helpful information. Fabiola, additionally it appears Derek Johnson had correspondence with Ann Graham on
June 6th 2023 concerning this and may have signed to LOD for distribution, (please see attached). I hope this additional information is helpful.
Please let me know if you need anything additional.
Thanks Fabiola,
Ian
Ian Coleman
Procurement Specialist
239-252-5544
ian.coleman@colliercountyfl.gov
From: TibbettsKaren <Karen.Tibbetts@colliercountyfl.gov>
Sent: Friday, July 7, 2023 9:43 AM
To: ColemanIan <Ian.Coleman@colliercountyfl.gov>; MageeYahaira <Yahaira.Magee@colliercountyfl.gov>; CowserCatherine
<Catherine.Cowser@colliercountyfl.gov>; EtzelMatthew <Matthew.Etzel@colliercountyfl.gov>
Cc: fabiola.decristofaro@collierclerk.com
Subject: RE: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Hi Ian,
Here is the information I found regarding the Shreve Irrevocable Trust distribution.
Please let me know if you need any additional information.
16.D.4.c
Packet Pg. 574 Attachment: CR202306-27ShreveTrustDonationtoLib_304,993.48_20240126141943.033_X (27830 : Approve income distribution from Shreve
Respectfully,
Karen Tibbetts
Operations Support Specialist I
Karen.Tibbetts@CollierCountyFL.gov
Library Division
Exceeding Expectations Everyday!
2385 Orange Blossom Drive, Naples, FL 34109
Phone: 239.252.7386 Fax: 239.254.8167
From: ColemanIan <Ian.Coleman@colliercountyfl.gov>
Sent: Friday, July 7, 2023 9:01 AM
To: MageeYahaira <Yahaira.Magee@colliercountyfl.gov>; CowserCatherine <Catherine.Cowser@colliercountyfl.gov>; EtzelMatthew
<Matthew.Etzel@colliercountyfl.gov>; TibbettsKaren <Karen.Tibbetts@colliercountyfl.gov>
Cc: fabiola.decristofaro@collierclerk.com
Subject: FW: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Importance: High
Good morning, please see the attached from the Clerks Office and First Foundation Bank. Has anyone received any correspondence or
information concerning this gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855 wire? At this point, I have received nothing from the
normal channels that I would typically receive donations in. Any information that you may come across concerning this would be very much
appreciated.
Thank you for your help as always,
Ian
Ian Coleman
Procurement Specialist
239-252-5544
ian.coleman@colliercountyfl.gov
From: Fabiola E. DeCristofaro <fabiola.decristofaro@collierclerk.com>
Sent: Friday, July 7, 2023 8:23 AM
To: ColemanIan <Ian.Coleman@colliercountyfl.gov>
Cc: Lib-Money <Lib-Money@colliercountyfl.gov>; Revenue <Revenue@collierclerk.com>; Bernadette.Tracy@collierclerk.com
Subject: FW: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Importance: High
EXTERNAL EMAIL: This email is from an external source. Confirm this is a trusted sender and use extreme caution when opening
attachments or clicking links.
Good morning,
Do you have the agenda for the below donations?
16.D.4.c
Packet Pg. 575 Attachment: CR202306-27ShreveTrustDonationtoLib_304,993.48_20240126141943.033_X (27830 : Approve income distribution from Shreve
101 BOCC
CONCENTRATION 6/27/2023
Domestic
Wire in NORTHERN TRUST/TRUSTEE/02-52855 Wires
304,993.48 CR
101 BOCC
CONCENTRATION 7/6/2023
Domestic
Wire in SHREVE, HARVEY IRREV TRUST Wires 1,003.37 CR
Respectfully, Fabiola E. DeCristofaro
Accounting Technician - Revenue
Office: 239-252-7827
fabiola.decristofaro@collierclerk.com
Office of the Clerk of the Circuit Court
& Comptroller of Collier County
3299 Tamiami Trail E, Suite #700
Naples, FL 34112-5749
www.CollierClerk.com
From: Maribel Martinez <RMT3@ntrs.com>
Sent: Thursday, July 6, 2023 5:09 PM
To: Fabiola E. DeCristofaro <fabiola.decristofaro@collierclerk.com>
Cc: Ann C. Graham <aga1@ntrs.com>
Subject: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Importance: High
External Message: Please use caution when opening attachments, clicking links, or replying to this message.
Good afternoon Fabiola,
Following our conversation, we confirm that the wire transfer in the amount of $304,993.48 from Northern Trust is a gift from the Harvey
Shreve Irrevocable Trust account 02-52855 to the Collier County Public Library. Please let us know if you need anything further.
Thank you,
R. Maribel Martinez
Second Vice President/ Estate Administration
4001 Tamiami Trail N, Suite 100, Naples, Florida 34103 USA
+1 239-213-6196 | F +1 239-213-6292 rmt3@ntrs.com
Please read our Privacy Notice to learn how we use the personal information you provide and your related rights. If you would like our latest insights, including
Cyber Security topics, add e.northerntrust.com to your contacts. Learn more about how to safelist messages from Northern Trust.
CONFIDENTIALITY NOTICE: This communication is confidential, may be privileged and is meant only for the intended recipient. If you are not the intended
recipient, please notify the sender ASAP and delete this message from your system.
NTAC:3NS-20
This electronic communication contains information intended solely for the named addressee(s). If you have received this communication in
error, please forward the email in its entirety to the Clerk's Office at collierclerk@collierclerk.com and delete the email.
Under Florida Law, email addresses are public.
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a public records request, do not
16.D.4.c
Packet Pg. 576 Attachment: CR202306-27ShreveTrustDonationtoLib_304,993.48_20240126141943.033_X (27830 : Approve income distribution from Shreve
send electronic mail to this entity. Instead, contact this office by telephone or in writing.
16.D.4.c
Packet Pg. 577 Attachment: CR202306-27ShreveTrustDonationtoLib_304,993.48_20240126141943.033_X (27830 : Approve income distribution from Shreve
7/10/23, 10:57 AM FFB Commercial Online
https://firstfoundation.olbanking.com/onlineMessenger 1/1
Copyright 2023 First Foundation Bank. Member FDIC. Equal Housing Lender
Account Number
Check Number
Posting Date
Amount
Transaction Groups
*6407 - Demand Deposit (101 BOCC CONCENTRATION
From To
From 06/25/2023 To 07/10/2023
From 1,003.37 To 1,003.37
All
Transaction Search
Search Transactions
* indicates req
Page generated on 07/10/2023 at 10
Search
Posting Date Description Credit Deb
07/06/2023 Domestic Wire in
SHREVE, HARVEY IRREV TRUST Wires
$1,003.37
Results returned in 0
16.D.4.d
Packet Pg. 578 Attachment: CR202307-06ShreveTrustDonationtoLib_1,003.37_20240126142039.432_X (27830 : Approve income distribution from Shreve
11/12/2019
EXECUTIVE SUMMARY
Recommendation to approve a Resolution authorizing the County Manager to sign all documents
required to accept an initial distribution from The Harvey M. Shreve Jr. Irrevocable Trust of 1997
Trust), in the amount of $1,600,000 and any subsequent distributions to the Collier County Public
Library, and to approve any necessary Budget Amendments.
OBJECTIVE: To accept the initial distribution from the Trust in the estimated sum of $1,600,000 to the
Collier County Library Division (Library) as well as any future distributions.
CONSIDERATIONS: The Board of County Commissioners (Board) was notified by The Northern Trust
Company that the Library is a five percent (5%) residuary beneficiary of the Trust. The Trust is prepared
to make an initial distribution of the Library’s residuary share of the Trust in the estimated amount of
1,600,000 and plans to make subsequent future distributions of the remaining reserves to the Library.
Fees for legal services, as well as other administrative fees, were deducted from the Library’s initial share
of the Trust and will be deducted from future disbursements to the Library as is customary in such cases.
Mr. Shreve’s wife, Sarah Anne Shreve, predeceased him. Her estate is being administered in probate
court and certain documents are necessary to be signed by the Library as a qualified beneficiary of her
estate. A qualified beneficiary is entitled to receive the income or principal if the current recipients’ (Mr.
Shreve) rights are terminated.
The proposed resolution provides that:
1. The donation of monies by the Trust to the Collier County Public Library serves a valid public
purpose.
2. The Board will accept, on behalf of the Library, a wire in the amount of $1,600,000, and all
future distributions, if any, from the Trust. As custodian of County Funds, the Clerk of Courts
and its Finance Director and their successors in position are authorized to provide to the Trust
and its representative's written transfer instructions and otherwise communicate with the Trust to
facilitate the Board’s receipt of the funds.
3. The $1,600,000 and any and all future funds received from the Trust, less any administrative
fees and expenses, shall be given to and deposited by the Clerk of Courts, and that the budget of
the “Library Donation - Project Fund” shall be amended accordingly reflecting that the funds are
deposited for its use.
4. The County Manager or designee is authorized to execute all documents required to process and
otherwise accept the donation of monies by the Trust.
5. The County Manager or designee is also authorized to execute Probate Court documents needed
at the closing of the Sarah Anne Shreve Estate and Harvey M. Shreve, Jr. Estate.
Documents required to be signed include, but are not limited to: Approval of Accounts and Distribution
Agreement and Waiver of Accounting, Portions of Petition for Discharge and Service of Petition for
Discharge; Receipt of Beneficiary and Consent to Discharge. All required documents will be routed to the
County Manager or designee after approved for legality by The Office of the County Attorney.
16.D.9
Packet Pg. 1567
16.D.4.d
Packet Pg. 579 Attachment: CR202307-06ShreveTrustDonationtoLib_1,003.37_20240126142039.432_X (27830 : Approve income distribution from Shreve
11/12/2019
FISCAL IMPACT: The initial distribution of $1,600,000 and all future distributions provided by the
Trust in the will be recognized and budgeted in Library Donations Fund (129), Fund Center 156112,
Shreve Trust Project/Grant No. 46047 . There is no requirement for a County match.
LEGAL CONSIDERATIONS: This Item is approved for form and legality and requires a majority vote
for Board approval. -JAB
GROWTH MANAGEMENT IMPACT: None
RECOMMENDATION: To approve a Resolution authorizing the County Manager to sign all
documents required to accept an initial distribution from The Harvey M. Shreve Jr. Irrevocable Trust of
1997, in the amount of $1,600,000 and any subsequent distributions to the Collier County Public Library,
and to approve any necessary Budget Amendments.
Prepared By: Tanya Williams, Director, Library Division
ATTACHMENT(S)
1. Cohen&Grisby Letter.05.13.19 (PDF)
2. Resolution SHREVE DONATION CAO STAMPED.10.22.19 (PDF)
3. Shreve Irrevocable Trust_Northern Trust letter (PDF)
4. Shreve Refunding Agreement_CAO STAMPED (PDF)
16.D.9
Packet Pg. 1568
16.D.4.d
Packet Pg. 580 Attachment: CR202307-06ShreveTrustDonationtoLib_1,003.37_20240126142039.432_X (27830 : Approve income distribution from Shreve
From:ColemanIan
To:Bernadette Tracy
Cc:CowserCatherine; EtzelMatthew
Subject:RE: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Date:Tuesday, July 11, 2023 9:59:58 AM
Attachments:image003.png
image010.png
image012.png
image013.png
image015.png
image001.png
image002.png
image004.png
Thanks for the heads up Bernadette, I appreciate it. I just sent the Project Set Up form off to be signed, so when I get it back, I will shorten the
WBS name as I initially put the description down as was provided. Also, yes you are correct, the distribution should be $60,000 to 46047.6 and
the remaining of the combined $1,003.37 wire and the balance of $244,993.48 will go to 46047.7.
As I am sure you saw, Catherine will be out of the office for a few days and in her absence, Rosemary LaBarge will sign, so we will not lose any
time on this.
Thank you as always for all of your help with this, we truly appreciate it.
Ian
Ian Coleman
Procurement Specialist
239-252-5544
ian.coleman@colliercountyfl.gov
From: Bernadette Tracy <bernadette.tracy@collierclerk.com>
Sent: Tuesday, July 11, 2023 9:49 AM
To: ColemanIan <Ian.Coleman@colliercountyfl.gov>
Cc: CowserCatherine <Catherine.Cowser@colliercountyfl.gov>
Subject: RE: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
EXTERNAL EMAIL: This email is from an external source. Confirm this is a trusted sender and use extreme caution when opening
attachments or clicking links.
Hi Ian,
I will wait to post these wires until I receive the new WBS request. Just a heads up – there is a 40 character limit on the WBS name. The ones
provided below exceed that so please adjust accordingly!
And I just want to make sure I understand the allocation correctly. From the 6/27 wire, $60,000 will go to 46047.6 and the remaining
$244,993.48 will go to 46047.7? Then then the entire $1,003.37 wire from 7/6 will also go to 46047.7?
Thank you,
Bernadette TracyAccountant I – Grants
Office: (239) 252-7913
bernadette.tracy@collierclerk.com
Office of the Clerk of the Circuit Court
& Comptroller of Collier County
3299 Tamiami Trail E, Suite #403
Naples, FL 34112-5749
www.CollierClerk.com
From: ColemanIan <Ian.Coleman@colliercountyfl.gov>
Sent: Monday, July 10, 2023 4:07 PM
16.D.4.d
Packet Pg. 581 Attachment: CR202307-06ShreveTrustDonationtoLib_1,003.37_20240126142039.432_X (27830 : Approve income distribution from Shreve
To: Bernadette Tracy <bernadette.tracy@collierclerk.com>
Subject: RE: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Hi Bernadette, we talked to Catherine and I will be submitting a new Project Form for approval and then send it on to you for your records. What
she would like is two separate subprojects added to the main project 46047.
1. 46047.6: Professional development, conferences, training, tuition assistance
2. 46047.7: Library improvements (carpet, building fixtures, technology, A/V equipment)
$60,000 will go into the first one, and the remainder would go to the library improvement.
It will probably take a couple days to get the approved Project Form back and then I’ll send it on to you.
Thanks Bernadette,
Ian
Ian Coleman
Procurement Specialist
239-252-5544
ian.coleman@colliercountyfl.gov
From: Bernadette Tracy <bernadette.tracy@collierclerk.com>
Sent: Monday, July 10, 2023 11:19 AM
To: ColemanIan <Ian.Coleman@colliercountyfl.gov>
Subject: FW: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
EXTERNAL EMAIL: This email is from an external source. Confirm this is a trusted sender and use extreme caution when opening
attachments or clicking links.
Hi Ian,
Can you please confirm the account string for the two below wires?
1810000000-156112-366900-46047 – which WBS element would you like to use?
101 BOCC
CONCENTRATION 6/27/2023
Domestic
Wire in NORTHERN TRUST/TRUSTEE/02-52855 Wires
304,993.48 CR
101 BOCC
CONCENTRATION 7/6/2023
Domestic
Wire in SHREVE, HARVEY IRREV TRUST Wires 1,003.37 CR
Thank you,
Bernadette Tracy
Accountant I – Grants
Office: (239) 252-7913
bernadette.tracy@collierclerk.com
Office of the Clerk of the Circuit Court
& Comptroller of Collier County
3299 Tamiami Trail E, Suite #403
Naples, FL 34112-5749
www.CollierClerk.com
From: Fabiola E. DeCristofaro <fabiola.decristofaro@collierclerk.com>
Sent: Friday, July 7, 2023 10:43 AM
To: Bernadette Tracy <bernadette.tracy@collierclerk.com>; Kyle E. Wagner <Kyle.Wagner@collierclerk.com>
Subject: FW: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Good morning,
16.D.4.d
Packet Pg. 582 Attachment: CR202307-06ShreveTrustDonationtoLib_1,003.37_20240126142039.432_X (27830 : Approve income distribution from Shreve
Attached is the backup from the Library for the donation.
Respectfully, Fabiola E. DeCristofaro
Accounting Technician - Revenue
Office: 239-252-7827
fabiola.decristofaro@collierclerk.com
Office of the Clerk of the Circuit Court
& Comptroller of Collier County
3299 Tamiami Trail E, Suite #700
Naples, FL 34112-5749
www.CollierClerk.com
From: ColemanIan <Ian.Coleman@colliercountyfl.gov>
Sent: Friday, July 7, 2023 9:59 AM
To: TibbettsKaren <Karen.Tibbetts@colliercountyfl.gov>; MageeYahaira <Yahaira.Magee@colliercountyfl.gov>; CowserCatherine
<Catherine.Cowser@colliercountyfl.gov>; EtzelMatthew <Matthew.Etzel@colliercountyfl.gov>
Cc: Fabiola E. DeCristofaro <fabiola.decristofaro@collierclerk.com>
Subject: RE: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Thank you Karen, this is extremely helpful information. Fabiola, additionally it appears Derek Johnson had correspondence with Ann Graham on
June 6th 2023 concerning this and may have signed to LOD for distribution, (please see attached). I hope this additional information is helpful.
Please let me know if you need anything additional.
Thanks Fabiola,
Ian
Ian Coleman
Procurement Specialist
239-252-5544
ian.coleman@colliercountyfl.gov
From: TibbettsKaren <Karen.Tibbetts@colliercountyfl.gov>
Sent: Friday, July 7, 2023 9:43 AM
To: ColemanIan <Ian.Coleman@colliercountyfl.gov>; MageeYahaira <Yahaira.Magee@colliercountyfl.gov>; CowserCatherine
<Catherine.Cowser@colliercountyfl.gov>; EtzelMatthew <Matthew.Etzel@colliercountyfl.gov>
Cc: fabiola.decristofaro@collierclerk.com
Subject: RE: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Hi Ian,
Here is the information I found regarding the Shreve Irrevocable Trust distribution.
Please let me know if you need any additional information.
16.D.4.d
Packet Pg. 583 Attachment: CR202307-06ShreveTrustDonationtoLib_1,003.37_20240126142039.432_X (27830 : Approve income distribution from Shreve
Respectfully,
Karen Tibbetts
Operations Support Specialist I
Karen.Tibbetts@CollierCountyFL.gov
Library Division
Exceeding Expectations Everyday!
2385 Orange Blossom Drive, Naples, FL 34109
Phone: 239.252.7386 Fax: 239.254.8167
From: ColemanIan <Ian.Coleman@colliercountyfl.gov>
Sent: Friday, July 7, 2023 9:01 AM
To: MageeYahaira <Yahaira.Magee@colliercountyfl.gov>; CowserCatherine <Catherine.Cowser@colliercountyfl.gov>; EtzelMatthew
<Matthew.Etzel@colliercountyfl.gov>; TibbettsKaren <Karen.Tibbetts@colliercountyfl.gov>
Cc: fabiola.decristofaro@collierclerk.com
Subject: FW: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Importance: High
Good morning, please see the attached from the Clerks Office and First Foundation Bank. Has anyone received any correspondence or
information concerning this gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855 wire? At this point, I have received nothing from the
normal channels that I would typically receive donations in. Any information that you may come across concerning this would be very much
appreciated.
Thank you for your help as always,
Ian
Ian Coleman
Procurement Specialist
239-252-5544
ian.coleman@colliercountyfl.gov
From: Fabiola E. DeCristofaro <fabiola.decristofaro@collierclerk.com>
Sent: Friday, July 7, 2023 8:23 AM
To: ColemanIan <Ian.Coleman@colliercountyfl.gov>
Cc: Lib-Money <Lib-Money@colliercountyfl.gov>; Revenue <Revenue@collierclerk.com>; Bernadette.Tracy@collierclerk.com
Subject: FW: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Importance: High
EXTERNAL EMAIL: This email is from an external source. Confirm this is a trusted sender and use extreme caution when opening
attachments or clicking links.
Good morning,
Do you have the agenda for the below donations?
16.D.4.d
Packet Pg. 584 Attachment: CR202307-06ShreveTrustDonationtoLib_1,003.37_20240126142039.432_X (27830 : Approve income distribution from Shreve
101 BOCC
CONCENTRATION 6/27/2023
Domestic
Wire in NORTHERN TRUST/TRUSTEE/02-52855 Wires
304,993.48 CR
101 BOCC
CONCENTRATION 7/6/2023
Domestic
Wire in SHREVE, HARVEY IRREV TRUST Wires 1,003.37 CR
Respectfully, Fabiola E. DeCristofaro
Accounting Technician - Revenue
Office: 239-252-7827
fabiola.decristofaro@collierclerk.com
Office of the Clerk of the Circuit Court
& Comptroller of Collier County
3299 Tamiami Trail E, Suite #700
Naples, FL 34112-5749
www.CollierClerk.com
From: Maribel Martinez <RMT3@ntrs.com>
Sent: Thursday, July 6, 2023 5:09 PM
To: Fabiola E. DeCristofaro <fabiola.decristofaro@collierclerk.com>
Cc: Ann C. Graham <aga1@ntrs.com>
Subject: Gift from Harvey Shreve Jr. Irrevocable Trust Account 02-52855
Importance: High
External Message: Please use caution when opening attachments, clicking links, or replying to this message.
Good afternoon Fabiola,
Following our conversation, we confirm that the wire transfer in the amount of $304,993.48 from Northern Trust is a gift from the Harvey
Shreve Irrevocable Trust account 02-52855 to the Collier County Public Library. Please let us know if you need anything further.
Thank you,
R. Maribel Martinez
Second Vice President/ Estate Administration
4001 Tamiami Trail N, Suite 100, Naples, Florida 34103 USA
+1 239-213-6196 | F +1 239-213-6292 rmt3@ntrs.com
Please read our Privacy Notice to learn how we use the personal information you provide and your related rights. If you would like our latest insights, including
Cyber Security topics, add e.northerntrust.com to your contacts. Learn more about how to safelist messages from Northern Trust.
CONFIDENTIALITY NOTICE: This communication is confidential, may be privileged and is meant only for the intended recipient. If you are not the intended
recipient, please notify the sender ASAP and delete this message from your system.
NTAC:3NS-20
This electronic communication contains information intended solely for the named addressee(s). If you have received this communication in
error, please forward the email in its entirety to the Clerk's Office at collierclerk@collierclerk.com and delete the email.
Under Florida Law, email addresses are public.
Under Florida Law, e-mail addresses are public records. If you do not want your e-mail address released in response to a public records request, do not
16.D.4.d
Packet Pg. 585 Attachment: CR202307-06ShreveTrustDonationtoLib_1,003.37_20240126142039.432_X (27830 : Approve income distribution from Shreve
send electronic mail to this entity. Instead, contact this office by telephone or in writing.
16.D.4.d
Packet Pg. 586 Attachment: CR202307-06ShreveTrustDonationtoLib_1,003.37_20240126142039.432_X (27830 : Approve income distribution from Shreve