Fund Minimum. A Fund may be opened with a $5,000 minimum. A minimum balance of $5,000 must be maintained. If the Fund balance at any time is less than $5,000, the Community Foundation shall give written notice to the Advisor. The Donor or Advisor shall have 30 days from the date of the written notice to restore the Fund balance to the minimum amount of $5,000. If the Donor or Advisor fails to restore the Fund balance to at least $5,000 within the 30-day period, the Community Foundation shall terminate the Fund and assets of the Fund shall be distributed to the permanent endowment fund of the Community Foundation.
Fund Minimum. A Fund may be opened with a $25,000 minimum. If the Fund balance at any time is less than $25,000, distributions from the Fund shall be deemed terminating distributions. Amendment - THESE GUIDELINES MAY BE SUPERSEDED, MODIFIED, REVOKED, REVISED, SUSPENDED, OR TERMINATED AT THE SOLE DISCRETION OF THE BOARD OF DIRECTORS OF THE COMMUNITY FOUNDATION AT ANY TIME WITH OR WITHOUT NOTICE. EXHIBIT B – 4/8/15 WHITEFISH COMMUNITY FOUNDATION SCHOLARSHIP POLICY Whitefish Community Foundation (the “Foundation”) may make scholarship grants to individuals in accordance with the following policy:
Fund Minimum. Annual Minimum Fee (includes custody, fund accounting and any other services per Fund) $ 25,000 XXXXX XXXXXX BANK AND TRUST COMPANY SUNAMERICA FUNDS CONFIDENTIAL FEE SCHEDULE AS OF OCTOBER 1, 2013
Fund Minimum. Annual Minimum Fee (includes custody, fund accounting and any other services per Fund) $25,000 Limited Access Column A Custody Agreement STATE STREET BANK AND TRUST COMPANY SUNAMERICA / VALIC FUNDS CONFIDENTIAL FEE SCHEDULE AS OF OCTOBER 1, 2013
