Merrill Lynch Manages Scholarship Endowment Assets
East Aurora Union Free School DistrictSchool · East Aurora, NY- Document date
- Aug 30, 2019
The 30-second brief
The East Aurora Educational Foundation continues to utilize Merrill Lynch, Pierce, Fenner & Smith to hold and invest scholarship endowment assets for the East Aurora Union Free School District. Funds were legally transferred to the Foundation in 2010 for investment in renewable five-year periods subject to joint review by the District and EAEF.
Merrill Lynch Pierce Fenner & Smith holds this financial services contract with East Aurora Union Free School District. Its other public contracts on record include work for Saginaw Township Community Schools and Town of Southfield.
Term as filed: Five-year periods for investment on behalf of the District, with periodic reassessment.
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Contract details
- Contract type
- Financial Services
- Document date
- August 30, 2019
- Term
- Five-year periods for investment on behalf of the District, with periodic reassessment
- Source document
- marie_west_keller_memorial_scholarship_annual_repo.pdf (Report)
Merrill Lynch Pierce Fenner & Smith's other public contracts
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Questions about this contract
Who was awarded the financial services contract by East Aurora Union Free School District?
Merrill Lynch Pierce Fenner & Smith was awarded this financial services contract by East Aurora Union Free School District, as recorded on August 30, 2019.
What type of contract is this?
This is a Financial Services contract, documented as a report record.
Where was this contract approved?
This contract appears in marie_west_keller_memorial_scholarship_annual_repo.pdf (Report), dated August 30, 2019 from East Aurora Union Free School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Merrill Lynch Pierce Fenner & Smith hold?
Merrill Lynch Pierce Fenner & Smith 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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What is East Aurora Union Free School District currently buying?
Explore East Aurora Union Free School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.