FINANCIAL_SERVICESONGOING

Endowment Fund Managed Through Patriot Financial

Waterford Public Library continues to utilize Patriot Financial for its Endowment Fund account, referenced in the amended Investment Policy Statement. The end-of-April 2026 balance was pending at the time of the meeting, reflecting ongoing investment services.

Document date · May 12, 2026

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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
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 type
FINANCIAL_SERVICES
Renewal
Investment Policy Statement for the Endowment Fund was amended to reflect title change and account number, but no specific renewal or termination date was stated.
Document type
Minutes
Source document
Waterford Library Board of Trustees Official Meeting Minutes 2026-05-12

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Waterford Public Library?

Patriot Financial was awarded this financial services contract by Waterford Public Library, as recorded on May 12, 2026.

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 Waterford Library Board of Trustees Official Meeting Minutes 2026-05-12 (Minutes), dated May 12, 2026 from Waterford Public Library. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Patriot Financial hold?

Patriot Financial 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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