Serving Union County since 1953 A 501(C)(3) Charitable Organization
126 N. Main Street, P.O. Box 608, Marysville, Ohio 43040
Phone: 937.642.9618 Fax: 937.642.7376
Administrative Fee Schedule
Annual Administrative Fee of 1% of the Fund Balance to be assessed and collected quarterly
at the rate of .25% on a per Fund basis.
The Foundation will retain all income on Funds whose deposits are held less than 180 days.
All Funds are subject to a minimum annual fee of $150.
The “market value” of a Fund is based on the quarterly Fund balance.
All Funds are subject to charge-backs for unusual expenses such as printing costs, postage,
etc.
