Epstein File EFTA01584236: Asset and Charitable Trust (DS10)

Epstein Index›Documents›EFTA01584236

💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01584236: Asset and Charitable Trust (DS10)

Calendar EntryMarch 12, 2010EFTA015842361 keyword hits

0

views

0

shares

0

reactions

0

persons

2

keywords

8

excerpts

A document related to a non-profit charitable trust, detailing fee schedule information, accounting methodology, and transaction rates. The document includes specifics about asset account management, with a fee start date of March 12, 2010.

👤 Named in This Document

No named persons linked yet

🔑 Evidence Keywords

asset charitable trust

📋 Key Excerpts8

PersonKeyword

Excerpt 1

Fee Refund N Pooled Fund Accounting Services Portfolio Accounting Methodology Non Profit Charitable Trust Sub Type: Non Profit Charitable Trust Type: Asset

Excerpt 2

Account : Asset Fee Schedule Information Fee Schedule: Asset Schedule B 2003 Fee Payment: Charge This Account Charge To: Principal Transaction Rates:

Excerpt 3

0.0 Minimum Fee: $0.00 Percent Principal: 0.0 Percent Income: 0.0 PRB Approval Date: Fee Start Date: 03/12/2010 Additional Fee Info: Asset Account : Funding