FINANCIAL_SERVICESRECOMMENDED

FFE Separately Identifies State Street as Endowment Custodian

The Foundation for Excellence’s proposed 2027 budget includes a collective investment management fee allocation for its listed portfolio managers. State Street is identified elsewhere in the packet as the custodian, with custody fees recorded separately.

Document date · September 14, 2026

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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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
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Scope & details

The full contract record, as filed.

Contract amount
$800,000 collective proposed 2027 investment management fee budget; $300,000 in 2026 amended budget
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 $800,000 collective proposed 2027 investment management fee budget; $300,000 in 2026 amended budget.

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

The State Street contract with City of Kalamazoo is valued at $800,000 collective proposed 2027 investment management fee budget; $300,000 in 2026 amended budget, 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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