PUEBLA I'B'P'

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FUNDACIÓN COMUNITARIA

• PUEBLA I.B.P.
• July 12th, 2005, Thailand.

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SERVICES PROVIDED BY THE FOUNDAITON

• STATE NGO DATA BASE.
• FUND STRUCTURING TO THE SPECIFIC DONOR NEEDS AND
  REQUIERMENTS.
• EFFICIENTLY FINNANCIAL MANAGMENT
• DONOR RECOGNITION.
• TRANSPARENCY AND ACCOUNTABILITY
• Net Funds 300,000. Donations ½ million

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1.- OPERATIONAL FUND
4
2. UNRESTRICTED FUNDS
5
3.- ADVISED OR PARTICIPATORY FUNDS
6
4.- AREA OF INTEREST FUNDS
7
5.- DESIGNATED FUNDS
8
6.- SCHOLARSHIP FUNDS
9
7.- NATURAL DISASTER FUNDS
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7.- PAYOUT SCHEDULE

• In order to maintain the growth and value of the
  funds the Foundation grants only five percent of
  the market value of the permanent funds held. The
  Payout Schedule is
• Payout Schedule Concept Percentage
• Annual Average Return of the Investment 10
• Operation Fee of the Fund 1-2
• Annual Average Inflation rate 3
• Growth of the Fund 1
• Payout Rate (Grant making money) 5

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FUND ANNUAL FEE
Exhibit 7 Administrative Fees. CHARLEVOIX COUNTY
COMMUNITY FOUNDATION There are two charges for
funds held with the Community Foundation An
investment manager fee, and our administrative
fee. The investment fee is set by different
investment managers. TYPE OF FUND ANNUAL
FEE Unrestricted 2 Field-of Interest 2 Donor
Advised 2 Scholarship 2 Scholarship (w/advisory
committee) 1 Designated 1 Agency/Organization
1 Trusts Negotiable Less than 5,000 (a) Waive
fee 5,000 - 10,000 Annual fee or 100,
whichever is greater Pass-through Fund 2
revenue a) Generally, the minimum amount to
establish a fund is 5,000. A fund may be created
with less than 5,000 if it is the intention of
the donor to increase it to the minimum level
within a reasonably short period of time (one
year). Source Charlevoix County Community
Foundation
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FUNDACION COMUNITARIA PUEBLA I.B.P.

• THANK YOU