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Our administrative fees support the overall mission of the Community Foundation. This comprises staff time involved in managing charitable funds, assisting with grant requests, and researching community needs and causes that are important to donors, the publication of an annual report, preparation of an annual independent audit, oversight of investment performance and other functions to ensure the Community Foundation’s ability to carry out its broader purpose. Board members serve without compensation.
1.0% for first $1 million
0.8% for next $1 million
0.6% for next $1 million
0.3% on balance over $3 million
Assets up to $2 million: 1.25%
Assets over $2 million:
1.0% for low activity funds
1.25% for high activity funds
1.0% for low activity funds
1.25% for moderate activity funds
2.0% for high activity funds
1.25%
0.6%
0.6% for first $500,000
0.45% for next $1 million
0.3% for next $3.5 million
0.15% on balance over $5 million
Administrative fees are calculated using the average daily fund balance from the prior month. Spend-down funds with an average balance less than $10,000 for the previous fiscal year ending December 31 are assessed an additional $100 in September. Spend-down funds with an average balance of $10,000 or more are exempt from the additional yearly fee.
No administrative fees are assessed until the fund balance reaches the minimum endowment level of $10,000 ($15,000 minimum for a scholarship endowment).
Contact the Community Foundation if you have any questions: 920.830.1290, or info@cffoxvalley.org.
4455 W. Lawrence St.
Appleton, WI 54914
(920) 830-1290
Monday-Friday:
8:00am – 11:30am,
Noon – 4:00pm
Confirmed in compliance with national standards for U.S. community foundations.
