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Trustees of Trust Funds Meeting: April 1, 2025

Apr 1 2025

6:00 pm Annex (small) and Virtual

6 Town Hall Dr, Princeton 01541

Published on: October 26, 2025 at 3:44pm

Last modified: October 26, 2025 at 3:44pm

LOCATION: Small Room – Town Hall Annex, virtual option: https://meet.goto.com/181229549

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 Concord IPS model and discuss Bartholomew suggestions

Discuss accounting and current data to make disbursement decisions

Discuss marketing ideas for trusts/strategic plan

Update on discussion with Worcester Community Foundation

Update on ledger for trust expenses

Review meeting minutes

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