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Administrative Fee Schedule for Funds

Endowed Funds           1.0%

Donor-Advised Funds  1.0%

Scholarship Funds        2.0%

Pass-through Funds      2.5%

 

Investment Management Fees

Currently all funds are invested with Morgan Stanley Wealth Management. In addition, investment fees are deducted quarterly from each fund. In 2017 they average less than 1% of asset value, decreasing as the amount in the total investment fund increases.





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