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Trustees Seek Key Bank Trust Fund Termination

Town of Exeter logoTown of Exeter
Document date
Aug 4, 2025

The 30-second brief

What it covers

The Exeter Trustees of Trust Funds voted to request that the Select Board direct Key Bank to terminate the Swasey Bequest trust fund and transfer the assets to Exeter, with only regular fees charged up to the transfer date. The bank expects to complete the transfer within about 15 days after receiving the Select Board’s letter.

Who holds it

Key Bank holds this financial services contract with Town of Exeter. Its other public contracts on record include work for Unalaska City School District and Western Boone County Community School Corporation.

What happens next

Term as filed: One-time termination and transfer of Swasey Bequest trust fund within about 15 days after receipt of Select Board letter.

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Contract details

Contract type
Financial Services
Document date
August 4, 2025
Term
One-time termination and transfer of Swasey Bequest trust fund within about 15 days after receipt of Select Board letter
Vendor
Key Bank
Agency
Town of Exeter
Source document
town-of-exeter-trustees-of-trust-funds-meeting-minutes-august-4-2025_ccb.pdf (Minutes)

Key Bank's other public contracts

Unalaska City School District, AlaskaKey Bank Designated District Official Depository · Oct 20, 2026UndisclosedWestern Boone County Community School Corporation, IndianaKey Bank Accounts Contribute Interest Income · Oct 12, 2026UndisclosedCity of Bay Village, OhioBay Village Recommends Renewing Key Bank Agreement · Oct 5, 2026UndisclosedHudson Valley Community College, New YorkCollege Proposes Key Bank Repository Approval · Sep 29, 2026UndisclosedHOUSING AUTHORITY OF THE city OF CHARLESTON, South CarolinaCHA Plans $20 Million Key Bank Credit Facility · Sep 28, 2026$20MAll Key Bank contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Town of Exeter?

Key Bank was awarded this financial services contract by Town of Exeter, as recorded on August 4, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in town-of-exeter-trustees-of-trust-funds-meeting-minutes-august-4-2025_ccb.pdf (Minutes), dated August 4, 2025 from Town of Exeter. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Key Bank hold?

Key Bank may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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