HomeMy WebLinkAboutTAMU Standard Operating ResolutionsTEXAS A&M FOUNDATION TRUST COMPANY
STANDARD OPERATING RESOLUTIONS
AND
CORPORATE DELEGATION OF AUTHORITY
2010-2011
BE IT REMEMBERED, that the Board of Directors of the TEXAS A&M
FOUNDATION TRUST COMPANY ("Trust Company"), acting at its quarterly meeting of
May 6, 2010, which meeting was called and notice given in accordance with the Bylaws of
the Trust Company, by unanimous voice vote of members in attendance duly adopted the
following resolutions:
RESOLVED, that the President, Vice President and Assistant Secretary, or Vice
President and Treasurer is hereby authorized and empowered on behalf of the Trust Company
to:
I. Execute contracts for the sale of real property subject to the approval of the Trust
Operating Committee or the Board of Directors of the Trust Company as required
by these resolutions; and to make and execute deeds, leases, assignments, and
conveyances of any real property interest, and deliver any and all written
instruments necessary or proper to effectuate the authority hereby conferred;
2. Exercise any voting rights, options or other rights pertaining to any and all shares
of stock or any other securities held in the name of the Trust Company;
3. Employ agents to assist in the sale of assets of the Trust Company;
4. Transfer property of every description and kind directly to any designated
beneficiary pursuant to a will or trust instrument.
5. Establish and maintain such financial accounts with one or more financial
institutions as are necessary for the efficient conduct of the affairs of the Trust
Company;
6. Do any and all acts and things, execute any instruments and documents, and incur
any expenses which may be or become necessary, desirable or proper to cant' out
the purposes of the Trust Company as contained in Article I of the Bylaws to
include acting as Trustee, Executor, Administrator or Guardian when designated by
any person, corporation, entity or court when it is in the best interest of the Trust
Company to do so;
7. Employ legal counsel and other agents to assist such counsel in taking action
necessary and appropriate for the protection of assets held by the Trust Company.
RESOLVED, that the President, Vice President and Treasurer or Manager of Trust
Operations is hereby authorized and empowered on behalf of the Trust Company to transfer,
endorse, purchase, sell, assign, endure, exchange, distribute, and deliver any and all shares of
stock, bonds, notes, debentures, or other obligations or securities now or hereafter held in the
name of or owned by the Trust Company.
RESOLVED, that transactions involving real property accepted in trust or in estate
administration at a market value of $250,000 or less require the approval of the Trust
Operating Committee; transactions involving real property accepted in trust or in estate
administration at a market value of greater than $250,000 must be submitted to the Board of
Directors for approval.
RESOLVED, that the aforesaid officers of the Trust Company are hereby authorized
and empowered for such period to engage the Trust Company in the above activities as a part
of the normal course of affairs of the Trust Company.
RESOLVED, that the President, Vice President and Assistant Secretary, Vice
President and Treasurer or Secretary of the Texas A&M Foundation Trust Company is
authorized and empowered to sign all checks and other instruments drawn on or payable out
of the funds of the Trust Company, and all such checks or instruments over $1,000 shall be
co -signed by any one of such officers.
RESOLVED, that all wire transfers of funds of the Trust Company may be initiated
only by two of the following officers: the President, the Vice President and Assistant
Secretary, the Vice President and Treasurer, and the Secretary.
RESOLVED, that the President shall appoint a Trust Operating Committee from the
officers and directors of the Trust Company and shall designate a Chairman and Vice
Chairman. The Committee shall be charged with the supervision and the discharge of the
fiduciary obligations of the Trust Company and shall report to the Board, through the
President, quarterly or more often as required. Furthermore, the Trust Operating Committee
shall:
Direct the investment of trust assets or changes therein, including the sale or lease
of tangible personal property, land leases and oil, gas and mineral leases;
2. Approve the acceptance of all fiduciary accounts and enter in its recorded minutes
the acceptance thereof as well as the relinquishment or closing of all fiduciary
accounts;
Upon the acceptance of an account for which the Trust Company has investment
responsibility, promptly review the assets of such account and, at least once during
every calendar year thereafter, and within fifteen (15) months of the last review,
review all the assets held in each fiduciary account for which the Trust Company
has investment responsibilities with consideration of retaining or disposing of such
assets;
4. Determine in a trust account what is income and what is principal to the extent
permitted in the trust indenture or under applicable state law, whichever controls;
5. Direct discretionary distributions of income or corpus;
6. Implement the policies of the Board of Directors as these policies are applicable to
the Trust Company;
7. Establish a holiday schedule annually that shall follow the schedule of the parent
company, the Texas A&M Foundation;
8. Appoint from its own membership such subcommittees as it shall deem appropriate,
the subcommittee in each such instance being required to report to the Trust
Operating Committee;
9. Approve any exception to the fee schedule;
10. Transact such other Trust Company business as from time to time may be brought
before it.
RESOLVED, that the Vice President and Treasurer or Secretary is hereby authorized
and empowered on behalf of the Trust Company to execute the Application for Probate of a
Will, the Notice to Creditors, the Oath of Executor and any other document necessary for the
proper administration of any estate accepted for administration by the Trust Operating
Committee.
RESOLVED, that the officers of the Trust Company are hereby authorized and
directed for and in the name and on behalf of the Trust Company to do any and all acts and
things, execute any instruments and documents, and incur any expenses which may be or
become necessary, desirable or proper to carry out, put into effect and make operative any
authority granted in the foregoing resolutions or appropriately delegated.
CERTIFICATE
I, the undersigned, Secretary of the Texas A&M Foundation Trust Company, a Texas
corporation, do hereby certify that the foregoing resolutions were duly adopted on the 6th day
of May 2010 by the Board of Directors of the corporation then in office.
Dated: 2010
Liska F. Lusk
Secretary