Trustees of Trust Funds
Submitted on March 6, 2023 - 9:44am
Date:
Wednesday, March 8, 2023 - 5:30pm
BOARD/COMMITTEE: Trustees of Trust Funds
DATE: TIME: Wed 3/8 at 5:30pm
LOCATION: Town Hall Annex Small Room
VIRTUAL ATTENDENCE INFORMATION (IF APPLICABLE):
REQUESTED BY: Janelle Tanenbaum
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“The listings of matters are those reasonably anticipated by the Chair 48 hours before said meeting, which may be discussed at the meeting. Not all items listed may in fact be discussed and other items not listed may also be brought up for discussion to the extent permitted by law.”
LIST OF TOPICS TO BE DISCUSSED
- Review minutes from last meeting
- Review request to have trust funds audited
- Review response from Town Counsel regarding investments in equities
- Investment presentation by Susan Kelly, Bartholomew & Co.
- Review funds available for low-income (Sarah Brooks, Hadley Memorial & Boylston Widows & Orphans Fund)
- Work on Trustees binder/notebook