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Foundation Fees
July 29, 2010
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South County Office
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Foundation Fees
Private Foundation Options
Merrill Lynch Community Charitable Fund
Administrative Fee Schedule
Unrestricted and Field of Interest Funds
$10,000 minimum to establish a fund
1.30%
Designated Funds
10,000 minimum to establish a fund
1.00%
Scholarship Funds
$25,000 minimum to establish a fund
1.50%
Donor Advised Funds
$25,000 minimum to establish a fund
1.00%
Agency (Nonprofit) Endowment Fund
$10,000 minimum to establish a fund
1.00%