... effect on the Institute’s endowment. 4. The Trust pays a lower average excise tax than the Institute, therefore saving taxes. 4. Reformed All of the above economic advantages could read more...

Category: Trust Histories

... because no overhead was paid. 15. The Memorial Trust pays a lower average excise tax than the Institute, and thereby ... significantly reduces taxes paid to the government. The trust has the flexibility to read more...

Category: Trust Histories

... but this separate Trust stayed open for seven years for tax reasons; then its remaining assets were transferred into ... Trust—kept open as a contingency in case of any unseen tax issue arose—was dissolved, and its assets folded into the read more...

Category: Trust Histories

... to form strategic partnerships at the program level, lower combined payout, lower combined average excise tax, ... potential for flexibility in grant making, potential to lower overhead costs. At the beginning of 2020, should the read more...

Memorial Trust History April 28, 2020

... but this separate Trust stayed open for seven years for tax reasons; then its remaining assets were transferred into ... Trust—kept open as a contingency in case of any unseen tax issue arose—was dissolved, and its assets folded into the read more...

Category: Trust Histories
MTrust History April 28, 2020

... but this separate Trust stayed open for seven years for tax reasons; then its remaining assets were transferred into ... Trust—kept open as a contingency in case of any unseen tax issue arose—was dissolved, and its assets folded into the read more...

Category: Trust Histories
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