TCF Compensation

Each fund makes an annual unrestricted contribution to The Community Foundation to advance our charitable mission.

This support enables the Foundation to provide a high level of service in the following areas:

The following annual gift levels are applied to component funds of The Community Foundation, unless specified otherwise in the letter of agreement creating the component fund.

Please see our Policy on General Support from Component Funds and Attachment A for additional details. 

Type of Fund

Minimum Annual
Unrestricted Support    

Annual Contribution as %
of Asset Value

Minimum
Fund Size    

Unrestricted,
Field of Interest,
or Designated

$350

For fund balances up to $1 million:
    1% of the fund balance per annum; 

For fund balances over $1 million:
    .75% for the first million, and .50%      
    on additional amounts

Assessed quarterly

$10,000

Agency Endowment      

$700

Same as above

$25,000

Scholarship

$700

Same as above

$50,000

Donor Advised

    Endowed

$350

Same as above

$10,000

    Quasi-Endowed

$350

Same as above

$10,000

    Current or
    Nonpermanent
    Funds

$350

Principal available for distribution;
All income retained by TCF for  
general charitable purposes

$10,000

 

Information on investment related fees and expenses for TCF's common portfolio are available upon request.