Administrative Fees

The Coastal Bend Community Foundation operates at an extremely low cost. Administrative and staff are just slightly more than 1 percent of total assets, which is consistent with Council on Foundations guidelines.

Coastal Bend Community Foundation
Fee Schedule

Fund Type 

Annual Fee

      
Designated Funds – less than $1 million   .50 %
Designated Funds – more than $1 million.25%
Field-of-Interest Funds.50 %
Scholarship Funds 1 %
Donor-Advised Funds – Principal      Interest & Earnings
Donor-Advised Funds – Interest Only  1 %
Charitable Advised Funds (Minimum of $50,000)  .50 % or $500
Agency Endowments – less than $1 million   .50%
Agency Endowments – more than $1 million  .25%
Temporary Project Funds       1 %
Out-of-Area Funds 1 %
600 Leopard Street // Suite 1716 // Corpus Christi, TX 78473
ph: (361) 882-9745 // fax: (361) 882-2865 // www.cbcfoundation.org