0001398344-22-003491 Sample Contracts

AMENDED AND RESTATED AGREEMENT AND DECLARATION OF TRUST

Agreement and Declaration of Trust • February 15th, 2022 • Bluestone Community Development Fund

• Contract Type
  Agreement and Declaration of Trust
• Filed
  February 15th, 2022
• Company
  Bluestone Community Development Fund

OPERATING EXPENSES LIMITATION AGREEMENT

Operating Expenses Limitation Agreement • February 15th, 2022 • Bluestone Community Development Fund • Delaware

• Contract Type
  Operating Expenses Limitation Agreement
• Filed
  February 15th, 2022
• Company
  Bluestone Community Development Fund
• Jurisdiction
  Delaware

This AGREEMENT (the “Agreement”) is effective as of February 18, 2022 (the “Effective Date”), by and between Equalize Community Development Fund, a Delaware statutory trust (the “Fund”), and Equalize Capital LLC (the “Adviser”).

EQUALIZE COMMUNITY DEVELOPMENT FUND FIRST AMENDMENT TO THE INVESTMENT ADVISORY AGREEMENT

Investment Advisory Agreement • February 15th, 2022 • Bluestone Community Development Fund

• Contract Type
  Investment Advisory Agreement
• Filed
  February 15th, 2022
• Company
  Bluestone Community Development Fund

This FIRST AMENDMENT is dated as of February 18, 2022, and amends the Investment Advisory Agreement dated as of May 1, 2019 (the “Agreement”), entered into by and between Bluestone Community Development Fund, a Delaware statutory trust (the “Fund”), and Bluestone Capital Partners LLC, a Puerto Rico limited liability company (the “Adviser”).