FINANCIAL_SERVICESONGOING

Foundation Budgets $180,000 for State Street Custody Fees

The Foundation for Excellence continues using State Street for endowment custody services. The 2027 proposed budget allocates $180,000 for custodian fees, up from $170,000 in the amended 2026 budget.

Document date · September 14, 2026

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
$170,000 projected 2026 custody fees; $180,000 proposed 2027 custodian fees; $105,236 2026 actual through Q3
Contract type
FINANCIAL_SERVICES
Contract term
2026-2027 budget years
Document type
AgendaPacket
Source document
Kalamazoo Foundation for Excellence AgendaPacket Finance Committee Meeting September 14, 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Kalamazoo?

State Street was awarded this financial services contract by City of Kalamazoo, as recorded on September 14, 2026. The contract value is $170,000 projected 2026 custody fees; $180,000 proposed 2027 custodian fees; $105,236 2026 actual through Q3.

How much is the State Street contract with City of Kalamazoo worth?

The State Street contract with City of Kalamazoo is valued at $170,000 projected 2026 custody fees; $180,000 proposed 2027 custodian fees; $105,236 2026 actual through Q3, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Kalamazoo Foundation for Excellence AgendaPacket Finance Committee Meeting September 14, 2026 (AgendaPacket), dated September 14, 2026 from City of Kalamazoo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does State Street hold?

State Street 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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