Extract to table

To the extent that the Foundation makes any PRIs in the future, such investments shall be documented and administered in accordance with the Foundation's grant-making policy and shall not be commingled with the investment assets governed by this IPS

The annual review shall take place no later than the Board's regularly scheduled meeting in the first quarter of each fiscal year

Hartfield, shall serve as the primary liaison between the Board and the investment manager for purposes of routine reporting, information requests, and day-to-day communication

Investment management fees payable to Havensbrook shall be reasonable and shall be fully disclosed in writing in the investment management agreement and in Havensbrook's periodic reporting to the Board

All potential self-dealing questions and issues relating to excess business holdings or jeopardizing investments shall be referred to Calderwood & Harkness LLP for analysis prior to the execution of any transaction

These expenses are necessary for the effective operation and governance of the Foundation and must be funded from investment returns