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Lance Corporal Stephen Tatum Legal Defense Fund
c/o Christopher M. Odell, Trustee
711 Louisiana Street, Suite 2100
Houston, Texas  77002


Thank you for considering making a donation to the Lance Corporal Stephen Tatum Legal Defense Fund (the “Fund”).  This Donor Disclosure Statement is made to donors interested in contributing to the Fund.  Please read this statement carefully.  It contains important information you should know before making a donation to the Fund.

Purpose of the Legal Defense Fund.  The Fund has been established to help defray the legal costs, including attorneys’ fees and related expenses, incurred by LCpl Stephen Tatum, an active-duty United States Marine currently under investigation by the Marine Corps in connection with the reported incident in Haditha, Iraq.

Use of Contributions: Approved Use of Funds.  The Fund was established with the sole purpose of helping to ensure LCpl Tatum’s financial access to competent civilian legal defense.  As a result, all donations to the Fund are maintained in an independently-administered trust account, from which disbursements are made as needed to pay for LCpl Tatum’s legal fees and related expenses.  Disbursements from the Fund are made directly to LCpl Tatum’s legal counsel upon receipt of qualified invoices.  Because a significant amount of legal fees were incurred prior to establishment of the Fund, disbursements have also been authorized to reimburse LCpl Tatum’s family for verified prior expenditures.  No funds received or administered by the Fund have or shall be disbursed to LCpl Tatum, directly or indirectly, for any purpose other than payment of reasonable and necessary legal fees and expenses incurred in connection with the Haditha investigation and any criminal charges resulting therefrom.  (LCpl Tatum’s civilian defense counsel, the law firm of Zimmerman & Lavine, P.C., is not connected or affiliated in any way with the Trustee.)

Not Affiliated with the U.S. Marine Corps; Donations Not Tax-Deductible.  The Fund is not connected with or recognized by the U.S. Marine Corps in any way, and receives no funding or support from the government.  Additionally, the Fund is not a 501(c)(3) registered tax-exempt organization under the U.S. Internal Revenue Code.  As a result, donations to the Fund are not tax-deductible.  Donors are advised to confer with their tax advisors regarding applicable state and/or federal tax implications.

No Fiduciary Obligations to Donors.  Although the Fund is a beneficial trust established to provide for the legal defense of LCpl Tatum, contributions to the Fund will not create a trust relationship between the Fund and you or any third party, nor shall contributions be held in trust for third parties except as described herein.  Neither the Trustee nor the Fund itself will assume fiduciary obligations to any third party other than the beneficiary, LCpl Tatum.

Privacy.  The Fund will not disclose the names of donors to the public or to third parties without first obtaining the permission of the donor, or as required by law.  The Fund reserves the right, however, to publicly disclose “anonymous” information, such as the total number of donors or the total amount contributed to the Fund, in the Trustee’s discretion.

Use of Remaining Funds.  In the event that donations to the Fund exceed the total amount of fees and expenses incurred in LCpl Tatum’s legal defense, the Fund shall terminate and the remainder of the Fund’s cash on hand shall be distributed, pro rata, to the other legal defense funds established on behalf of the Marines in Company K, 3rd Battalion, 1st Marines, 1st Marine Division who are also under investigation in the Haditha incident.  Should those defense funds also have terminated, the remainder, if any, shall be contributed in LCpl Tatum’s name to the Marine Corps Scholarship Foundation in Princeton, New Jersey, a charitable organization dedicated to supporting Marine families by providing college and vocational school scholarships to their children.  The Fund is not formally associated with the Marine Corps Scholarship Foundation in any way.  Donations made to the Fund will not be returned to the donors.

How to Contribute.  All donors to the Fund must indicate they have read and understand this Statement and agree to its terms before their contributions will be accepted.  To indicate your agreement, please print, sign, and date this Statement, and send it to the Fund’s Trustee by mail with your check or money order to: Lance Corporal Stephen Tatum Legal Defense Fund, c/o Christopher M. Odell, Fund Administrator and Trustee, 711 Louisiana Street, Suite 2100, Houston, Texas 77002.  At this time, contributions to the Fund may only be made by check or money order.  Please make your check or money order payable to “Lance Corporal Stephen Tatum Legal Defense Fund.”  Contributions by individuals may only be made if the donor is 18 years of age or older.

Thank you for assisting LCpl Tatum and his family in this difficult time.


 Agreement to Terms of Donor Disclosure Statement

I have read and hereby agree to the terms of this Donor Disclosure Statement.  If I am an individual, I am over the age of 18.  My contribution to the Lance Corporal Stephen Tatum Legal Defense Fund is enclosed with my signature below.


________________________________                    $___________________________________

Signature                                                               Amount of Contribution


________________________________                    ____________________________________

Print name                                                            Mailing Address  - Street No.


________________________________                    ____________________________________

Name of company donating, if any                           Mailing Address – City/State/Zip



Position with company (if applic.)


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