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Rockwell Trustees approve segregation of $322,769.70 from investment account and accept Raymond James report
Summary
Trustees voted Nov. 17 to segregate $322,769.70 (described as 90% of year‑to‑date gains and income) for upcoming grant distributions and approved an investment report showing a current account value of about $2,892,799.
The Rockwell Trustees voted Nov. 17 to withdraw and segregate $322,769.70 from the trust’s investment account to reserve funds for the school grant cycle, and they accepted an investment report from Raymond James showing strong year‑to‑date performance.
Jenny Walsh, identified in the meeting as an attorney involved in trustee business, put the segregation measure on the floor and Attorney Rice seconded it; trustees approved the motion by voice vote.…
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