Fact Sheet
| Current Foundation Relationships | Number | Value as of 2/28/18 |
|---|---|---|
| Local church related | 231 | $44,919,603 |
| Individual endowments | 89 | $8,311,438 |
| District and agency funds | 65 | $11,967,422 |
| Charitable Gift Annuities | 45 | $805,629 |
| Foundation controlled funds5 | 5 | $636,019 |
| Total: | $66,640,111 |
Fee Schedule as of 1/1/2018:
- Up to $200,000: 75 bps
- $200,001 to $500,000: 72 bps
- $500,001 to $1,000,000: 69 bps
- $1,000,001 to $2,000,000: 66 bps
- $2,000,001 to $3,500,000: 64 bps
- Over $3,500,001: 62 bps
Merrill Lynch Global Institutional Consulting
| Relationships | Assets | |
| M/L Global Institutional Consulting | 2,638 | $135 Billion |
| Non-Profit/Religious-Based | 732 | $27 Billion |
Humphrey Kelly Group
A designated institutional investment consulting team with Merrill Lynch’s Global Institutional Consulting group with a focus on non-profit faith based organizations. The team consists of 19 members and includes 5 institutional consultants, 8 philanthropic specialists/administrators, 3 analysts and 3 support staff.
| Humphrey-Kelly Group | Number | Assets |
| Clients | 27 | $1.1 Billion |
| Non-Profit/Religious-Based | 16 | $600 Million |
Advisors for VUMF:
- Scott Kelly, Senior Vice President – 26 years experience
- Mark Humphrey, Senior Consultant – 33 years experience
- Junaid Ahmad, First Vice President – 18 years experience
Other Methodist Foundations who are Merrill Lynch clients:
Kentucky, Indiana, Tennessee, New Mexico, and Louisiana