... Fetzer Memorial Trust History Page 7 of 42 upon the 2003 payout of the complete ILM Trust to Inner Light Ministries). ... whereby The Institute could put the Trust’s state-mandated payout to the Institute into its {the Institute’s} corpus, instead read more...

Category: Trust Histories

... 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

... 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

... (ILM relinquished any claim to these monies upon the 2003 payout of the complete ILM Trust to Inner Light Ministries). ... whereby The Institute could put the Trust’s state-mandated payout to the Institute into its {the Institute’s} corpus, instead read more...

Category: Trust Histories
MTrust History April 28, 2020

... (ILM relinquished any claim to these monies upon the 2003 payout of the complete ILM Trust to Inner Light Ministries). ... whereby The Institute could put the Trust’s state-mandated payout to the Institute into its {the Institute’s} corpus, instead read more...

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

... I approved a termination contract which would enact a payout of approximately $1,900,000 over a period of five years. As read more...

... well as to not have to pay excess tax or to be subjected to payout. One of the statuses he was looking at was to be a school, read more...

... this to slip away, it will be so important to things like payout, and purpose, and a sense of what this is all about. When I read more...

Category: Trust Histories

... 2. Financial and administrative benefits A. Mandatory payout rates efficiencies – The Trust was seen as providing a ... to the Institute with respect to reducing the combined payout requirement. B. Investment strategies and returns – The read more...

Category: Trust Histories
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