Moore Family Trust Foundation
Moore Family Trust Foundation
STATEMENT OF DISCLOSURE AND LIMITATION OF SCOPE
The Moore Family Trust Foundation formally announced the establishment of The Moore Family Trust on 9/1/26, a consolidated financial and administrative structure established for the benefit of Randal G. Moore and the continued funding, operational support, and long-term sustainability of the Foundation’s philanthropic mission.
The establishment of The Moore Family Trust follows the consolidation and reorganization of previously constituted personal and business trust arrangements, including the Randal G. Moore HCPH Trust, which historically served as a principal source of funding for the Foundation’s charitable activities.
The newly established Moore Family Trust encompasses a coordinated financial structure consisting of two trusts, one designated Endowment Reserve, and a donor-advised fund (DAF), each serving a defined purpose within the broader framework of asset preservation, financial stewardship, and generational philanthropy.
The consolidation provides for the unified administration of designated assets, the responsible management and allocation of capital, and the preservation of financial resources intended to support both personal interests and the continuing philanthropic commitments of The Moore Family Trust Foundation.
This organizational restructuring shall not alter, diminish, or otherwise affect any existing charitable commitment, institutional endowment, philanthropic partnership, or future program of giving. The Foundation shall continue its established mission, guided by the principles and charitable intentions upon which it was founded.
The governance structure provides for institutional fiduciary oversight, with JP Morgan Private Bank designated as successor trustee under the applicable governing instruments. Provisions have also been established for designated successor advisors who may, at an appropriate future time, assume specified responsibilities relating to financial administration, investment stewardship, and philanthropic oversight.
For all matters concerning the administration, financial management, and operational oversight of the consolidated structure, the designation The Moore Family Trust shall be employed.
The Moore Family Trust Foundation shall retain its established institutional identity for all matters concerning charitable initiatives, grants, endowments, institutional partnerships, and philanthropic activities.
This reorganization represents a continuation of the principles of responsible stewardship, institutional independence, and generational legacy, ensuring that the philanthropic commitments established over decades remain supported by a durable and carefully governed financial structure.
LIMITATION OF SCOPE
This disclosure is intended solely as a condensed overview of a comprehensive and multifaceted consolidation of trust structures, financial interests, and associated assets. It does not constitute, represent, or effectuate the transfer, assignment, or disposition of assets in their entirety.
The restructuring encompasses jointly held and individually owned assets, together with certain personal, corporate, and trust-held interests, some of which may overlap across multiple ownership structures, entities, and financial arrangements.
JP Morgan Private Bank, serving in an advisory capacity and in its designated fiduciary roles concerning RMT and MFT, acknowledges that this statement is provided for informational purposes only and is not intended to constitute a complete representation of the underlying transactions, ownership interests, or governing arrangements.
The terms, provisions, and representations contained herein remain subject to the applicable trust instruments, executed agreements, fiduciary determinations, and any subsequent amendments, modifications, or supplemental agreements that may be adopted.
In the event of any inconsistency, the duly executed governing instruments and applicable law shall prevail over this summary disclosure.
This statement shall not be construed as modifying existing ownership rights, fiduciary responsibilities, beneficial interests, or established philanthropic commitments.
The restructuring further reflects the need to address certain significant circumstances arising during 2025, which necessitated a comprehensive review and subsequent realignment of previously established trust instruments, beneficial interests, and related administrative arrangements. These adjustments were undertaken to ensure continuity of fiduciary oversight, clarity of ownership and administration, and the preservation of the long-term financial and philanthropic intentions underlying the respective trusts.