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
Unrestricted
None
Designated Funds – less than $1 million
.50 %
Designated Funds – more than $1 million
.25%
Field-of-Interest Funds
.50 %
Scholarships Funds
1 %
Donor-Advised Funds – Principal
Interest & Earnings
Donor-Advised Funds – Interest Only
1 %
Charitable Advised Funds (Minimum of $100,000)
.50 %
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