Sentences with phrase «as trust funds»

All monies received in relation to these services must be treated as trust funds under RESA.

Funds received from patrons * in the Pacific Division region and from gifts, bequests, or other sources may be invested as trust funds by the Executive Committee, and the income therefrom shall be expended for the purposes of the Division as set forth in Article 2.

Funds received from patrons in the Pacific Coast region and from gifts, bequests or other similar sources, shall be invested as trust funds by the Executive Committee, and the income therefrom shall be expended for the advancement and diffusion of knowledge.

Funds received from patrons * in the Pacific Coast region and from gifts, bequests, or other sources may be invested as trust funds by the Executive Director, as authorized by the Executive Committee, and the income therefrom shall be expended for the purposes of the Division as set forth in Article 2.

(c) Trust Funds shall consist of all life - membership contributions, all sustaining membership contributions, all funds appropriated by the Board of Directors for establishing special life memberships, all gifts and bequests accepted with specific restrictions prohibiting their allotment to either Current Funds or Investment Funds, and all other funds designated by the Board of Directors as Trust Funds.

Trust Funds shall consist of all life - membership contributions, all sustaining membership contributions, all funds appropriated by the Council for establishing special life memberships, all gifts and bequests accepted with specific restrictions prohibiting their allotment to either Current Funds or Investment Funds, and all other funds designated by the Council as Trust Funds.

The seven - mile trail linked east and west Aurora.In 1981, the Fox Valley Park District Foundation was created to serve as a trust fund for private donations.

Such funds shall be invested as a trust fund and the income used to support the annual John Wesley Powell Memorial Lecture.

Furthermore, Congress will eventually have to make some changes to the structure of the Social Security system to sure up the reserve savings for Social Security, referred to as the trust fund.

Baldwin sent a draft will to the Craigs in which the residuary estate was described as the trust fund to be divided in equal shares between the children and charities.

Set up a savings account and keep it in reserve or set it up as a trust fund that is regularly paid into, and which will become payable at the time of the named person's demise.

Not exact matches

Pennsylvania Representative Bill Shuster, the chairman of the House Transportation and Infrastructure Committee, has encouraged his Republican colleagues to consider raising the gas tax as a way to keep the Highway Trust Fund — which funds road, bridge and transit projects — solvent after 2021.

A special needs trust lets parents, other family members and other interested parties contribute funds for the benefit of a disabled person, while also enabling him or her to still receive means - tested benefits such as Medicaid and Security Supplemental Income (SSI).

Other restaurant trusts, such as A&W Revenue Royalties Income Fund, earn money on royalties paid by franchisees, whereas Priszm pays royalties to Yum and shoulders operating costs.

For the largest donor - advised fund sponsors, a $ 100,000 fund can incur administrative fees as high as 1.25 percent of the balance annually, according to the National Philanthropic Trust.

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

NVC Fund Holding Trust lists «Reverend Frank Ekejija» as its chairman, trustee and CEO and also states Ekejija holds an MA and MBA from Northfield University.

But trust me, they love the funding rounds, the IPOs, and their stock price just as much.

Actions that are considered Centennial Planned Gifts include making estate plans through a will or a living trust; creating a charitable remainder trust and naming the Business School as the remainder beneficiary; entering into a charitable gift annuity agreement with the School; naming Columbia as the beneficiary of a life insurance policy or retirement plan; or establishing a donor - advised fund at Columbia.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

MEXICO CITY Funds controlled by the family of Mexican billionaire Carlos Slim are set to acquire a large chunk of an investment trust to fund Mexico City's new airport, three sources with knowledge of the deal said, as doubts hang over the project's future.

[01:30] Introduction [02:30] Tony welcomes Alexandra [03:40] Launching in 2007 — it came from a place of passion [04:25] Establishing clear roles among founders [05:40] Flexing her multilingual skills in business [06:25] Adjusting how you speak to someone based on their objectives [08:10] The secret to Gilt's growth [09:20] Building a business that would thrive during winter [10:20] Finding the capital to purchase inventory [10:40] Moving from venture to private equity funding [11:20] It's all about smart money [11:40] The future of traditional retail [12:20] The subscription model [12:40] Catering to the time - starved customer [12:55] Bringing services into the home [13:10] Leaving Gilt to lead Glamsquad [16:10] Glamsquad started as an app [17:10] Vetting employees [18:10] Building trust with customers [19:00] Taking massive action — now [20:20] Launching the first sale on Gilt — without a return policy [21:30] Fitz [22:00] The average person wears only 20 % of their wardrobe [23:00] Taking the time to understand your customer [23:20] Challenges as a woman in business [24:40] Advice to a female entrepreneur that's just getting started [25:25] The importance of networking [25:50] Knowing the milestones to hit along the way

In a candid discussion, the Heising - Simons offered these insights, which apply to a range of donors, including those who use donor - advised funds as a standalone solution or in combination with other giving vehicles such as private foundations and trusts.

XCS, XEG, XEI, XFN, XIC, XIT, XIU, XMA, XMD, XRE, XST, XUT, XVX, XLA, XBM, XGD, XHC, XSP, and XPF are permitted to use the S&P marks, and, as applicable, the TSX marks, pursuant to a license agreement between Standard & Poor's Financial Services LLC, a subsidiary of The McGraw - Hill Companies, Inc., and BlackRock Institutional Trust Company, N.A., an affiliate of BlackRock Asset Management Canada Limited, which has sublicensed the use of those trademarks to BlackRock Asset Management Canada Limited, which has further sublicensed their use to the applicable funds.

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DALLAS --(BUSINESS WIRE)-- NexPoint Credit Strategies Fund (NYSE: NHF) announced today that its Board of Trustees has approved the separation of its business into two separate and independent publicly traded companies: NexPoint Credit Strategies Fund («NHF»), which will continue to operate as a non-diversified, closed - end investment company; and NexPoint Residential Trust, Inc. («NXRT»), which will acquire, own, operate and selectively develop multifamily properties.

DALLAS --(BUSINESS WIRE)-- NexPoint Credit Strategies Fund (NYSE: NHF)(«NHF») today announced that it has set February 17, 2015 as the new record date for its special meeting of shareholders, which is scheduled for March 6, 2015, to approve a new investment advisory agreement to be entered into by NHF's subsidiary NexPoint Residential Trust, Inc. («NXRT») in connection with NHF's proposed spin - off of NXRT.

DALLAS --(BUSINESS WIRE)-- NexPoint Credit Strategies Fund (NYSE: NHF) announced today a plan to separate its business into two separate and independent publicly traded companies: NexPoint Credit Strategies Fund («NHF»), which will continue to operate as a non-diversified, closed - end investment company; and NexPoint Residential Trust, Inc. («NXRT»), which will acquire, own, operate and selectively develop multifamily real property.

Other investors such as mutual funds, ETFs, foreign buyers, banks and real estate investment trusts (REITs) could keep the demand for MBS high.

Multi-asset funds may invest in a number of traditional equity and fixed income strategies, index - tracking funds, financial derivatives as well as alternative investments, such as real estate investment trusts (REITs) and commodities.

Offers increased asset allocation choices including a REIT (Real Estate Investment Trust) and natural resources ETF (exchange traded fund) as well as a single - stock diversification service so you can have increased portfolio diversification.

As for donations of monies to charities, why wouldn't a person just set up a trust fund that paid the charity for the next 100 years or so?

With the latest funding, Amino will continue on its quest to becoming «the single source of truth for American healthcare,» as the company says, meaning pulling together enough data from insurance claims to create a comprehensive and trusted source of information about healthcare access, cost and quality.

Previously, Ken worked as an Associate Vice President in Bessemer Trust's Private Equity Funds Group in New York.

How exactly this will manifest is anyone's guess, as users will essentially need to trust custodians with access to their personal funds.

The Fund pays State Street Bank and Trust Company for its services as custodian, transfer agent and shareholder servicing agent and pays SSGA Funds Management, Inc., an affiliate of State Street Bank and Trust Company, for investment advisory services.

Your account will comprise primarily exchange - traded funds (ETFs), but may contain other investment vehicles such as mutual funds.1 Diversification will be sought among common income sources like stocks and bonds, and lesser - known assets such as bank loans and real estate investment trusts (REITs).

When market conditions favor wider diversification in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may invest up to 30 % of its net assets in securities outside of the U.S. fixed - income market, such as utility and other energy - related stocks, precious metals and mining stocks, shares of real estate investment trusts («REITs»), shares of exchange - traded funds («ETFs») and other similar instruments, and foreign government debt securities, including debt issued by governments of emerging market countries.

Use limit orders to trade funds such as the First Trust Small Cap Value AlphaDEX Fund (FYT), due to their double - digit market spreads.

Italy made the biggest contribution to the Yasuní trust fund, about $ 4 million in deposits and another $ 44 million as a debt write - off.

As The Nation «s Ari Berman recently reported, Donors Trust is also the sole funder of the Project on Fair Representation, a group trying to gut the Voting Rights Act.

Trusts enjoy, effectively, indefinite longevity (they have a finite existence, but it can be a good long time) and can have limited liability for benficiaries (but not for trustees) and have legal personality (in the form of the trustee) and yet we permit them to pass income through to their benefiaries to avoid tax at the trust level (so that, for example, most mutual fund trusts in Canada pay no income tax - in fact, if you look at their trust indentures, most of them are required to arrange their affairs so as not to payTrusts enjoy, effectively, indefinite longevity (they have a finite existence, but it can be a good long time) and can have limited liability for benficiaries (but not for trustees) and have legal personality (in the form of the trustee) and yet we permit them to pass income through to their benefiaries to avoid tax at the trust level (so that, for example, most mutual fund trusts in Canada pay no income tax - in fact, if you look at their trust indentures, most of them are required to arrange their affairs so as not to paytrusts in Canada pay no income tax - in fact, if you look at their trust indentures, most of them are required to arrange their affairs so as not to pay tax).

This money is typically held in trust funds such as those for Social Security and Medicare.

The Funds are available for investment only by eligible retirement plans and entities as more fully described in the Funds» Declaration of Trust.

Active funds are on the way out for retirement plans, as those plans left costly actively managed funds behind in favor of moving billions into collective investment trusts.

The Schwab Bank Collective Trust Funds, which include the Schwab Managed Retirement Trust Funds ™, Schwab Indexed Retirement Trust Funds ® and Schwab Institutional Trust Funds ® portfolios, («Funds») are collective trust funds maintained by Charles Schwab Bank («Schwab Bank»), as trustee of the FTrust Funds, which include the Schwab Managed Retirement Trust Funds ™, Schwab Indexed Retirement Trust Funds ® and Schwab Institutional Trust Funds ® portfolios, («Funds») are collective trust funds maintained by Charles Schwab Bank («Schwab Bank»), as trustee of the FFunds, which include the Schwab Managed Retirement Trust Funds ™, Schwab Indexed Retirement Trust Funds ® and Schwab Institutional Trust Funds ® portfolios, («Funds») are collective trust funds maintained by Charles Schwab Bank («Schwab Bank»), as trustee of the FTrust Funds ™, Schwab Indexed Retirement Trust Funds ® and Schwab Institutional Trust Funds ® portfolios, («Funds») are collective trust funds maintained by Charles Schwab Bank («Schwab Bank»), as trustee of the FFunds ™, Schwab Indexed Retirement Trust Funds ® and Schwab Institutional Trust Funds ® portfolios, («Funds») are collective trust funds maintained by Charles Schwab Bank («Schwab Bank»), as trustee of the FTrust Funds ® and Schwab Institutional Trust Funds ® portfolios, («Funds») are collective trust funds maintained by Charles Schwab Bank («Schwab Bank»), as trustee of the FFunds ® and Schwab Institutional Trust Funds ® portfolios, («Funds») are collective trust funds maintained by Charles Schwab Bank («Schwab Bank»), as trustee of the FTrust Funds ® portfolios, («Funds») are collective trust funds maintained by Charles Schwab Bank («Schwab Bank»), as trustee of the FFunds ® portfolios, («Funds») are collective trust funds maintained by Charles Schwab Bank («Schwab Bank»), as trustee of the FFunds») are collective trust funds maintained by Charles Schwab Bank («Schwab Bank»), as trustee of the Ftrust funds maintained by Charles Schwab Bank («Schwab Bank»), as trustee of the Ffunds maintained by Charles Schwab Bank («Schwab Bank»), as trustee of the FundsFunds.

Sundaresan is CTO and co-founder of Trusted Key, which on May 2 also announced it raised $ 3 million as part of a seed funding round led by Founders Co-Op, an early - stage venture fund, with participation from Pithia, Inc., the venture capital company of The RChain Cooperative.

Lastly, our good friends at the Incrementum Fund, Ronald Stoeferle and Mark Valek, who our readers know as the authors the annual «In Gold We Trust» report, have released the inaugural issue of their new Crypto Research Report this December in cooperation with Demelza Kelso Hays and several other contributors.

As the dust settles on yet another eventful AGM season, a report by The Investment Association — the leading trade association for trust and fund managers in the UK — has sought to address the problems -LSB-...]

Do quantitatively - driven mutual fund managers such as John P. Hussman, Ph.D, president of Hussman Investment Trust, successfully time the stock market?