... Memorial trustees were requested to provide a list of pros and cons, with respect to the question as to whether or not ... would want to extend the term of the Memorial Trust. PROS OF CONTINUING THE FETZER MEMORIAL TRUST Benefits of read more...

Category: Trust Histories

... Fetzer Memorial Trust History Page 7 of 42 upon the 2003 payout of the complete ILM Trust to Inner Light Ministries). ... Trustees presented a memo (written by Bruce Fetzer) of “pros and cons” of extending the Trust, which in balance came 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

... this discussion is to allow in-depth consideration of the pros and cons of such an extension. This discussion will help ... Two: Financial and Administrative Benefits Mandatory payout rate. If the Trust’s endowment were transferred to the read more...

Category: Trust Histories

... strategic partnerships at the program level, lower combined payout, lower combined average excise tax, potential for ... Trust will produce a memorandum by April 30, on both the pros and cons of merging the Memorial Trust into the endowment read more...

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). ... Trustees presented a memo (written by Bruce Fetzer) of “pros and cons” of extending the Trust, which in balance came 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). ... Trustees presented a memo (written by Bruce Fetzer) of “pros and cons” of extending the Trust, which in balance came read more...

Category: Trust Histories
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