LAGUNA BEACH COMMUNITY FOUNDATION CURRENT CHARITABLE FUND FEES


$500 donation to Laguna Beach Community Enrichment Fund upon fund establishment.

No fees charged on deposits or distributions.

1.5% annual LBCF fee (billed quarterly).

Funds included in the LBCF investment pool will be charged a 0.50% annual investment management fee (billed quarterly).

Fee will be assessed quarterly in arrears, based on the average daily fund balance for each calendar quarter.

 

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