... Two: Financial and Administrative Benefits Mandatory payout rate. If the Trust’s endowment were transferred to the ... combined endowment would be subject to a mandatory minimum payout rate of approximately 3.5%. Because the current structure read more...

Category: Trust Histories
Memorandum to Board 1988 July 15, 1988

... medicine which investigates energetic mechanisms of the total organism. It is my view that our investigation should not ... I approved a termination contract which would enact a payout of approximately $1,900,000 over a period of five years. As read more...

... estate. At Fetzer’s death, the amount in the Memorial Trust totaled approx. $32.7 million. Both Trusts were established by ... the Memorial Trust and the Institute, of people that were totally devoted and dedicated, who all wanted to be involved. The read more...

Category: Trust Histories

... (assuming 9% return of both endowments). Therefore, the total additional monies to the John E. Fetzer endowment for the ... flexibility to manage its excise tax rate through adjusting payout. Pros and cons of continuing the Fetzer Memorial Trust read more...

Category: Trust Histories

... ” MT input to discussion framework pg. 2 Mandatory payout rate The concluding question is fine. The discussion ... section needs revamping:  The minimum payout rate for operating foundatinos is not always 3.5%. It’s read more...

Category: Trust Histories
Memorial Trust History April 28, 2020

... estate. At Fetzer’s death, the amount in the Memorial Trust totaled approx. $32.7 million. Both Trusts were established by ... the Memorial Trust and the Institute, of people that were totally devoted and dedicated, who all wanted to be involved. The read more...

Category: Trust Histories
MTrust History April 28, 2020

... estate. At Fetzer’s death, the amount in the Memorial Trust totaled approx. $32.7 million. Both Trusts were established by ... the Memorial Trust and the Institute, of people that were totally devoted and dedicated, who all wanted to be involved. The read more...

Category: Trust Histories
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