HomeMy WebLinkAboutCC RES 94-018 RESOLUTION AUTHORIZING EXECUTION OF A PROXY IN FAVOR OF CERTAIN AMENDMENTS TO THE DECLERATION TRUST OF THE MINNESOTA MUNICIPAL MONEY MARKET FUND Meeting Sheet
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Box: 26
Folder: RES 1994
Document: CC RES 94-018 RESOLUTION AUTHORIZING EXECUTION OF
A PROXY IN FAVOR OF CERTAIN AMENDMENTS TO THE DECLERATION
TRUST OF THE MINNESOTA MUNICIPAL MONEY MARKET FUND
CITY OF ST. ANTHONY
RESOLUTION 94-018
A RESOLUTION AUTHORIZING EXECUTION OF A PROXY IN
FAVOR OF CERTAIN AMENDMENTS TO THE DECLARATION OF
TRUST OF THE MINNESOTA MUNICIPAL MONEY MARKET FUND
BE IT RESOLVED by the City Council of the City of St. Anthony, Minnesota as follows:
Section 1. Background,
1.01 ' The City of St. Anthony is a participant in the Minnesota Municipal Money Market
Fund (4M Fund), by reason of its approval of a joint powers agreement in the form of a
Declaration of Trust.
1.02 The City has been asked to consider certain amendments to the Declaration of Trust of
the 4M fund.
1.03 The City has reviewed and considered the proposed amendments to the Declaration of
Trust as described in the attached proxy statement and amended Declaration of Trust.
Section 2. Authorization,
2.01 The City of St. Anthony approves the proposed amendments described in the proxy
statement and amended Declaration of Trust.
2.02 At a meeting of the 4M Fund participants to be held on February 2, 1994, �r
G�sor, I Sr. is authorized to attend and vote on behalf of the City in favor of the
proposed amendments, or in the alternative, is authorized to execute the attached proxy in
favor of the amendments and forward it to the proxy agent to be voted accordingly.
Adopted this Zs t� day of Ta n 1994.
ayor
ATTEST: y
City Clerk
Reviewed for administration:
r. City Manager
3490 Lexington Avenue North
St.Paul,MN 55126-8044
League of Minnesota Cities (612)490-5600
NOTICE AND PROXY STATEMENT
CONCERNING A MEETING OF THE PARTICIPANTS OF THE
MINNESOTA MUNICIPAL MONEY MARKET FUND
To Be Held on February 2 , 1994
December 10, 1993
To Our Participants:
A meeting of the Participants of the Minnesota Municipal Money
Market Fund (4M Fund) will be held on Wednesday, February 2 ,
1994 at 2 : 00 p.m. , at the League of Minnesota Cities, offices,
( 3490 Lexington Avenue North, Shoreview, MN. The purpose of the
meeting is to consider amendments to the Declaration of Trust.
The Technical Advisory Board of the 4M Fund recently proposed to
the 4M Fund Board of Trustees certain changes in the 4M Fund
Trust Document. The changes require a vote of the participants.
The changes are discussed in detail in the attached proxy
material.
You are cordially invited to attend the meeting, but whether or
not you plan to be present, please fill in, date and sign the
enclosed Proxy and return it in the addressed reply envelope
which is furnished for your convenience and which requires no
postage. Please mail your proxy promptly to insure that it will
be received prior to the date of the meeting. Should you attend
the meeting, you may revoke your proxy and vote in person.
In the event you agree with the proposed amendments, we have
included a model resolution approving the proposed amendments
and designating an individual to vote or execute the proxy.
Sincerely yours,
9 aures F. Miller
Executive Director
r
•
WHEN PROPERLY EXECUTED, THIS PROXY WILL BE VOTED IN
ACCORDANCE WITH THE INSTRUCTIONS SPECIFIED ABOVE. IN THE
ABSENCE OF INSTRUCTIONS, THIS PROXY WILL BE VOTED IN FAVOR OF
THE PROPOSITION SPECIFIED ABOVE.
Participant's Name: City of St. Anthony - Roger A. Larson.Sr.
Finance Director
Signature of Representa a of rtic'pant:
Dated: 1/26/94
Please mark, sign, date and return this proxy card
promptly using the accompanying envelope.
This Proxy is solicited on behalf of the Board of Trustees
of the Minnesota Municipal Money Market Fund.
Please mail to:
Mr. David DuBord
League of Minnesota Cities
3490 Lexington Avenue North
Shoreview, MN 55126-8044
:proxy
PROXY
MINNESOTA MUNICIPAL MONEY MARKET FUND
The undersigned Participant of the Minnesota Municipal
Money Market Fund hereby constitutes and appoints Mr. David
DuBord the Proxy Agent of the undersigned Participant (with full
power of substitution) on all matters which may be voted on at
the Meeting of Participants to be held at 2:00 p.m. , on
Wednesday, February- 2, 1994, at the League of Minnesota Cities,
offices, 3490 Lexington Avenue North, Shoreview, Minnesota, and
at any and all adjournments thereof, all in accordance with the
Fund's Notice and Proxy Statement dated December 10, 1993,
receipt of which is hereby acknowledged, as follows:
1. Amendment of Declaration of Trust.
( X ) YES
Shall the amendment of the Declaration of Trust
be adopted in the form proposed in the Proxy
Statement and the appendix thereto?
( ) NO
•
•
MINNESOTA MUNICIPAL MONEY MARKET FUND
(A Minnesota entity formed
pursuant to the
Minnesota Joint Powers Act)
•
DECLARATION OF TRUST
(As adopted in January, 1987)
with proposed amendments
•
• TABLE OF CONTENTS
Page
RECITALS I
ARTICLE I
The 4M Fund
Section 1.01 Name 2
Section 1.02 Purpose; Only Certain Minnesota Municipalities to be Participants 2
Section 1.03 Location 2
Section 1.04 Nature of 4M Fund and Declaration of Trust 3
Section 1.05 Definitions 3
ARTICLE II
Powers of the Trustees
Section 2.01 General 5
Section 2.02 Permitted Investments 5
Section 2.03 Legal Title 7
• Section 2.04 Disposition of Assets 7
Section 2.05 Taxes 8
Section 2.06 Rights as Holders of 4M Fund Property 8
Section 2.07 Delegation; Committees 8
Section 2.08 Collection 8
Section 2.09 Payment of Expenses 9
Section 2.10 Borrowing and Indebtedness 9
Section 2.11 Deposits 9
Section 2.12 Valuation 9
Section 2.13 Fiscal Year; Accounts 9
Section 2.14 Concerning the 4M Fund and Certain Affiliates 10
Section 2.15 Investment Program 11
Section 2.16 Power to Contract, Appoint, Retain, and Employ I 1
Section 2.17 Insurance 12
Section 2.18 Seal 12
Section 2.19 Indemnification 12
Section 2.20 Remedies 12
Section 2.21 Information Statement 12
Section 2.22 Further Powers 13
Section 2.23 Compliance With Laws 13
Section 2.24 Tax or Aid or Revenue Anticipation Borrowing 13
•
ARTICLE III
Technical Advisory Board Investment Adviser. Administrator. and Custodian
Section 3.01 Appointment 13
Section 3.02 Duties of the Adviser 14
Section 3.03 Duties of the Administrator 14
Section 3.04 Duties of the Custodian 14
Section 3.05 Successors 15
ARTICLE IV
Investments
Section 4.01 Statement of Investment Policy and Objective 15
Section 4.02 Restrictions Fundamental to the 4M Fund 15
Section 4.03 Amendment of Restrictions 16
ARTICLE V
Limitations of Liability
Section 5.01 Liability to Third Persons 17
Section 5.02 Liability to the 4M Fund or to the Participants 17
Section 5.03 Indemnification 17 •
Section 5.04 Surety Bonds 18
Section 5.05 Apparent Authority 19
Section 5.06 Recitals 19
Section 5.07 Reliance on Experts, etc. 19
Section 5.08 Liability Insurance 19
Section 5.09 No Waiver 19
ARTICLE VI
Interests of Participants
Section 6.01 General 19
Section 6.02 Allocation of Shares 22
Section 6.03 Evidence of Share Allocation 23
Section 6.04 Reduction in Number of Shares to Maintain Constant Net Asset Value 23
Section 6.05 Withdrawals 23
Section 6.06 Suspension of Right of Withdrawal Postponement of Payments 23
Section 6.07 Minimum Withdrawal 24
Section 6.08 Defective Withdrawal Requests 24
Section 6.09 Allocation of Certain Expenses 24
•
• ARTICLE VII
Record of Shares
Section 7.01 Share Register 24
Section 7.02 Registrar 24
Section 7.03 Owner of Record 25
Section 7.04 No Transfers of Shares 25
Section 7.05 Limitation of Fiduciary Responsibility 25
Section 7.06 Notices 25
ARTICLE VIII
Participants
Section 8.01 Voting 25
Section 8.02 Right to Initiate a Vote of the Participants 25
Section 8.03 Inspection of Records 26
Section 8.04 Meetings of Participants 26
Section 8.05 Notice of Meetings and Votes 26
Section 8.06 Record Date for Meetings and Votes 26
Section 8.07 Proxies 27
Section 8.08 Number of Votes 27
Section 8.09 Reports 27
• ARTICLE IX
Trustees and Officers
Section 9.01 Number and Qualification 27
Section 9.02 Meetings 28
Section 9.03 Officers 28
Section 9.04 Committees 29
Section 9.05 Reports 29
ARTICLE X
Determination of Net Asset Value and Net Income: Distributions to Participants
Section 10.01 Net Asset Value 29
Section 10.02 Constant Net Asset Value; Reduction of Allocated Shares 29
Section 10.03 Supplementary Distributions to-Participants 30
Section 10.04 Retained Reserves 30
•
ARTICLE XI •
Custodian
Section 11.01 Duties 31
Section 11.02 Appointment 31
Section 11.03 Custodian Agreement 31
Section 11.04 Agents of Custodian 31
Section 11.05 Successors 31
Section 11.06 Custodian as Depository for Participants 31
ARTICLE XII
Recording of Declaration of Trust
Section 12.01 Recording 32
ARTICLE XIII
Amendment or Termination of 4M Fund: Duration of Fund
Section 13.01 Amendment or Termination 32
Section 13.02 Power to Effect Reorganization 33
Section 13.03 Duration 34
ARTICLE XIV •
Miscellaneous
Section 14.01 Governing Law 34
Section 14.02 Counterparts 34
Section 14.03 Reliance by Third Parties 34
Section 14.04 Provisions in Conflict with Law 34
Section 14.05 Gender; Section Headings 34
Section 14.06 Adoption by Municipalities Election to Become Additional Participants;
Resignation of Participants 35
Execution
•
• WITNESETH
WHEREAS, Minnesota Statutes, Section 471.59 (the "Joint Powers Act") provides, among
other things, that governmental units (as such term is defined therein), by agreement entered into
through action of their governing bodies, may jointly or cooperatively exercise any power
common to the contracting parties; and
WHEREAS, the term "governmental unit" is defined in the Joint Powers Act to include
municipality as defined herein; and
WHEREAS, all of the Initial Participants are Municipalities of the State of Minnesota that
desire to enter into an agreement and thereby establish an entity for joint investment, under the
provisions of the aforementioned Joint Powers Act, pursuant to this Declaration of Trust for the
purpose of combining their respective available investment funds not currently needed by such
Municipalities so as to enhance the investment opportunities available to them and increase the
investment earnings accruing to them respectively; and
WHEREAS, this Declaration of Trust is intended to be an agreement entered into pursuant
to the Joint Powers Act for the purpose of better exercising the Participants' power to invest
their respective funds in accordance with the Laws of the State of Minnesota; and
WHEREAS, the Board or Council of each of the Initial Participants has daily adopted a
resolution authorizing the applicable Initial Participant to become a party to, and has approved,
this Declaration of Trust pursuant to the Joint Powers Act; and
WHEREAS, the Board or Council of each of the Initial Participants, by its aforementioned
approval of this Declaration of Trust, has authorized the investment of funds of such Initial
Participant in investments of the nature permitted by Minnesota Law, as applicable, and in the
manner contemplated by this Declaration of Trust; and
WHEREAS, it is proposed that the beneficial interest in the 4M Fund's assets shall be
divided into non-transferable shares of beneficial interest, which shall be evidenced by a share
register maintained by the 4M Fund or its agent; and
WHEREAS, the Initial Participants anticipate the that other Municipalities of the State of
Minnesota may wish to become Participants by adopting this Declaration of Trust and thus
becoming parties to it;
NOW, THEREFORE, the Initial Participants hereby declare that all monies, assets,
securities, funds, and property now or hereafter acquired pursuant to this agreement shall be held
and managed in trust for the equal and proportionate benefit of the holders of record from time
to time of shares beneficial interest herein, without privilege, priority or distinction among such
holders, and subject to the terms, covenants, conditions, purposes and provisions hereof.
1
I
ARTICLE I
•
The 4M Fund
1.01 Name. The name of the common law trust created by this Declaration of Trust shall
be "Minnesota Municipal Money Market Fund" (the 4M Fund) and, so far as may be
practicable, the Trustees shall conduct the 4M Fund's activities, execute all documents and sue
or be sued under that name, which name (and the word "4M Fund" wherever used in this
Declaration of Trust except where the context otherwise requires) shall refer to the Trustees in
their capacity as Trustees, and not individually or personally, and shall not refer to the officers,
agents, employees, counsel, advisers, consultants, accountants, or Participants of the 4M Fund
or of such Trustees. Should the Trustees determine that the use of such name is not practicable,
legal or convenient, they may use such other designation or they may adopt such other name for
the 4M Fund as they deem proper, and the 4M Fund may hold property and conduct its activities
under such designation or name. The Trustees shall take such actions as they, acting with the
advice of counsel, shall deem necessary or appropriate to file or register such name in
accordance with the Laws of the State of Minnesota or the United States of America so as to
protect and reserve the right of the 4M Fund in and to such name.
1.02 Purpose: Only Certain Minnesota Municipalities to be Participants.
(a) The purpose of the 4M Fund is to provide a means through which
Municipalities may jointly and cooperatively exercise their power to invest their respective
available funds so as to enhance their investment opportunities pursuant to an investment
program conducted in accordance with the Laws of the State of Minnesota, from time to time
in effect, governing the investment of the Municipal Funds. Only Municipalities organized
under the Laws of the State of Minnesota may become Participants. A Municipality may
become a party to this Declaration of Trust and may place monies in the 4M Fund only after its
Board or Council has duly adopted a resolution or taken other applicable official action,
authorizing such Municipality to become a Participant of the 4M Fund and adopting this
Declaration of Trust.
(b) It is not necessary for a municipality to place any funds in the 4M Fund to
become a Participant, and no minimum investment balance must be maintained by a Municipality
which has become a Participant in order for such Municipality to continue to be a Participant.
1.03 Location. The 4M Fund shall maintain an office of record in the State of Minnesota
and may maintain such other offices or places of business as the Trustees may from time to time
determine. The initial office of record of the 4M Fund shall be: c/o League of Minnesota
Cities, 183 University Avenue East, St. Paul, Minnesota 55101. The office of record may be
changed from time to time by resolution of the Trustees, and notice of such change of the office
of record shall be given to each Participant.
2 is
• 1.04 Nature of 4M Fund and Declaration of Trust.
(a) The 4M Fund Shall be a common law trust (also known as a business trust)
organized and existing under the Laws of the State of Minnesota. The 4M Fund is not intended
to be, shall not be deemed to be, and shall not be treated as, a general partnership, limited
partnership,joint venture, corporation, investment company,joint stock association or joint stock
company. The Participants shall be beneficiaries of the 4M Fund, and their relationship to the
Trustees shall be solely in their capacity as Participants and beneficiaries in accordance with the
rights conferred upon them hereunder.
(b) This Declaration of Trust is an agreement of indefinite term regarding the
joint or cooperative exercise of a power common to the parties thereto within the meaning of
the Joint Powers Act.
1.05 Definitions. As used in this Declaration of Trust, the following terms shall have
the following meanings unless the context hereof otherwise requires:
"Administrator" shall mean any Person or Persons appointed, employed or contracted with
by the Trustees under the applicable provisions of Section 3.01 hereof.
"Administration Agreement" shall mean the agreement with the Administrator referred to
in Section 3.03 hereof as the same may be amended from time to time.
• "Adviser" shall mean any Person or Persons appointed, employed or contracted with by the
Trustees under the applicable provisions of Section 3.01 hereof.
"Affiliate" shall mean, with respect to any Person, another Person directly or indirectly
controlling, controlled by or under common control with such Person, or any officer, director,
partner or employee of such Person.
"Board of Trustees" or "Trustees" shall mean the Board of Directors of the League of
Minnesota Cities.
"Certificate of Designation" shall mean a certificate in substantially the form of Exhibit A
attached to this agreement.
"Custodian" shall mean any Person or Persons appointed, employed or contracted with by
the Administrator under the applicable provisions of Section 11.02 hereof.
"Custodian Agreement" shall mean the agreement with the Custodian referred to in Section
11.01 hereof as the same may be amended from time to time.
"Declaration of Trust" shall mean this Declaration of Trust as amended, restated or modified
from time to time. References in this Declaration of Trust to "Declaration", "hereof', "herein",
3
"hereby", and "hereunder" shall be deemed to refer to the Declaration of Trust and shall not be •
limited to the particular text, article or section in which such words appear.
"Employee of a Municipality" or "Municipal Employee" shall mean a director of finance,
a finance official or other managerial employee of a Municipality charged with responsibility for
municipal finance.
"4M Fund" shall mean the common law trust created by this Declaration of Trust.
"4M Fund Property" shall mean, as of any particular time, any and all property, real,
personal or otherwise, tangible or intangible, which is transferred, conveyed or paid to the 4M
Fund or the Trustees and all income, profits and gains therefrom and which, at such time, is
owned or held by, or for the account of, the 4M Fund or the Trustees.
"Information Statement" shall mean the information statement or other descriptive document
or documents adopted as such by the Trustees and distributed by the 4M Fund to participants
and potential Participants of the 4M Fund as the same may be amended by the Trustees from
time to time.
"Initial Participants" shall mean the City of Minnetonka and the League of Minnesota Cities
which the Municipalities initially formed the 4M Fund by the execution and adoption of this
Declaration of Trust.
"Investment Advisory Agreement" shall mean the agreement with the Adviser referred to •
in Section 3.02 hereof as the same may be amended from time to time.
"Joint Powers Act" shall mean Minnesota Statutes, Section 471.59.
"Laws" shall mean common law and all ordinances, statutes, rules, regulations, orders,
injunctions, decisions, opinions or decrees of any government or political subdivision or agency
thereof, or any court or similar entity established by any thereof.
"Participants" shall mean the Initial Participants and the Municipalities which adopt this
Declaration of Trust pursuant to Section 14.06 hereof.
"Permitted Investments" shall mean the investments referred to in Paragraph (b) or Section
2.02 hereof.
"Person" shall mean and include individuals, corporations, limited partnerships, general
partnerships, joint stock companies or associations, joint ventures, associations, companies,
trusts, banks, trust companies, land trusts, business trusts or other entities (which or not legal
entities) and governments and agencies and political subdivisions thereof.
4 •
• "Portfolio" shall mean one of the pool of funds established by the Trustees pursuant to
Article VI hereof.
"Board" or "Council" shall mean the governing body of a Municipality as defined herein.
"Municipality" shall mean county, city, town, public authority, public corporation, public
commission, special district, any other political subdivision, or an agency of the state or its
subdivisions and any "instrumentality" (as that term is defined in the Joint Powers Act) of a
municipality.
"Share" shall mean the unit used to denominate and measure the respective 12ro ra
beneficial interests of the Participants in the Fund Property as described in Article VI.
"Share Register" shall mean the register of Shares maintained pursuant to Article VII
hereof.
"Technical Advisory Board" shall mean the persons appointed by the Trustees to act as
technical advisors to the Trust.
ARTICLE II
• Powers of the Trustees
2.01 General. Subject to the rights of the Participants as provided herein, the Trustees
shall have, without other or further authorization, full, exclusive and absolute power, control
and authority over the 4M Fund Property and other affairs of the 4M Fund to the same extent
as if the Trustees were the sole and absolute owners of the 4M Fund Property in their own right,
and with such powers of delegation as may be permitted by this Declaration of Trust. The
Trustees may do and perform such acts and things as in their sole judgment and discretion are
necessary and proper for conducting the affairs of the 4M Fund or promoting the interests of the
4M Fund and the Participants. The enumeration of any specific power or authority herein shall
not be construed as limiting the aforesaid general power or authority or any specific power or
authority. The Trustees may exercise any power authorized and granted to them by this
Declaration of Trust. Such powers of the Trustees may be exercised without the necessity of
any order or, resort to, any court.
2.02 Permitted Investments. The Trustees shall have full and complete power, subject in
all respects to Article IV hereof,
(a) to conduct, operate and provide an investment program for the Participants;
and
• 5
(b) for such consideration as they may deem proper and as may be required by •
Law, to subscribe for, invest in, reinvest in, purchase or otherwise acquire, hold, sell, assign,
transfer, exchange, distribute or otherwise deal in or dispose of investment instruments as
permitted by Law (the "Permitted Investments"). Permitted Investments include, without
limitation, as of the date hereof, the following:
(i) any security which is a direct obligation of or is guaranteed as to
payment of principal and interest by the United States of America or any agency or
instrumentality thereof;
(ii) shares of an investment company (1) registered under the federal
investment company act of 1940, whose shares are registered under the federal securities act of
1933, and (2) whose only investments are in securities described in the preceding clause and
repurchase agreements fully collateralized by those securities, if the repurchase agreements are
entered into only with those primary reporting dealers that report to the Federal Reserve Bank
of New York and with the 100 largest United States commercial banks;
(iii) any security which is a general obligation of the State of Minnesota
or any of its municipalities;
(iv) bankers acceptances of United States banks eligible for purchase by
the Federal Reserve System;
(v) commercial paper issued by United States corporations or their
Canadian subsidiaries that is of the highest quality and matures in 270 days or less;
(vi) deposits in a national bank or in a state bank or thrift institution
insured by the Federal Deposit Insurance Corporation or the Federal Savings and Loan Insurance
Corporation, provided that any such deposit shall be insured, bonded or collateralized in the
manner required by Law and that any such bank or thrift institution shall meet criteria designated
from time to time by the Trustees;
(vii) repurchase agreements (a) with any bank qualified as a depository of
money held in the debt service fund of a municipality of the State of Minnesota or (b) with any
national or state bank in the United States of America which is a member of the Federal Reserve
System and whose combined capital and surplus equals or exceeds $10,000,000 or (c) with a
Primary Reporting Dealer in United States Government Securities to the Federal Reserve Bank
of New York as such term is defined in Minnesota Statutes, Section 475.5 1, Subdivision 11 or
(d) a securities broker-dealer having its principal executive office in Minnesota, licensed
pursuant to Chapter 80A or an affiliate of it, regulated by the Securities and Exchange
Commission and maintaining a combined capital and surplus of$40,000,000 or more, exclusive
of subordinated debt; and
6 •
• viii Reverse repurchase agreement to the extent permitted under Minnesota
Statute section 475.76.
(ix) such other investment instruments now or hereafter permitted by
applicable Law for the investment of monies of Municipalities organized under the laws of the
State of Minnesota.
In the exercise of their powers, the Trustees shall not be limited, except as otherwise
provided hereunder, to investing in Permitted Investments maturing before the possible
termination of the 4M Fund. Except as otherwise provided in this Declaration of Trust, the
Trustees shall not be limited by any Law now or hereafter in effect limiting the investments
which may be held or retained by Trustees or other fiduciaries, and they shall have full authority
and power to make any and all Permitted Investments within the limitations of this Declaration
of Trust, that they, in their absolute discretion, shall determine to be advisable and appropriate.
The Trustees shall have no liability for loss with respect to Permitted Investments made within
the terms of this Declaration of Trust, even though such investments shall be of a character or
in an amount not considered proper for the investment of trust funds by Trustees or other
fiduciaries. The Trustees shall be permitted only to make Permitted Investments in accordance
with Article IV of this Declaration of Trust.
2.03 Legal Title.
(a) Legal title to all of the 4M Fund Property shall be vested in the Trustees on
• behalf of the Participants and be held by and transferred to the Trustees, except that the Trustees
shall have full and complete power to cause legal title to any 4M Fund Property to be held, on
behalf of the Participants, by or in the name of the 4M Fund, or in the name of any other
Person as nominee, on such terms, in such manner, and with such powers as the Trustees may
determine, so long as in their judgment the interest of the 4M Fund is adequately protected.
(b) The right, title and interest of the Trustees in and to the 4M Fund Property
shall vest automatically in all persons who may hereafter become Trustees upon their election
to the Board of Directors of the League of Minnesota Cities and qualification without any further
act. Upon the expiration of term of office, resignation, disability, removal, adjudication as an
incompetent, or death of a Trustee, he (and in the event of his death, his estate) shall
automatically cease to have any right, title or interest in or to any of the 4M Fund Property, and
the right, title and interest of such Trustee in and to the 4M Fund Property shall vest
automatically in the remaining Trustees without any further act.
2.04 Disposition of Assets. Subject in all respects to Article IV hereof and to the Laws
from time to time applicable to Municipalities of the State of Minnesota, the Trustees shall have
full and complete power to sell, exchange or otherwise dispose of any and all 4M Fund Property
free and clear of any and all trusts and restrictions, at public or private sale, for cash or on
terms, with or without advertisement, and subject to such restrictions, stipulations, agreements
• 7
and reservations as they shall deem proper, and to execute and deliver any deed, power, •
assignment, bill of sale, or other instrument in connection with the foregoing. The Trustees
shall also have full and complete power, subject in all respects to Article IV hereof, and in
furtherance of the affairs and purposes of the 4M Fund, to give consents and make contracts
relating to 4M Fund Property or its use.
2.05 Taxes. The Trustees shall have full and complete power: (i) to pay all taxes or
assessments, of whatever kind of nature, validly and lawfully imposed upon or against the 4M
Fund or the Trustees in connection with the 4M Fund Property or upon or against the 4M Fund
Property or income or any part thereof; (ii) to settle and compromise disputed tax liabilities; and
(iii) for the foregoing purposes to make such returns and do all such other acts and things as
may be deemed by the Trustees to be necessary or desirable.
2.06 Rights as Holders of 4M Fund ProRpM. The Trustees shall have full and complete
power to exercise on behalf of the Participants all of the rights, powers and privileges
appertaining to the ownership of all or any Permitted Investments or other property forming part
of the 4M Fund Property to the same extent that any individual might, and, without limiting the
generality of the foregoing, to vote or give any consent, request or notice or waive any notice
either in person or by proxy or power of attorney, with or without the power of substitution, to
one or more Persons, which proxies and powers of attorney may be for meetings or actions
generally, or for any particular meeting or action, and may include the exercise of discretionary
powers.
2.07 Delegation: Committees. The Trustees shall have full and complete power(consistent •
with their continuing exclusive authority over the management of the 4M Fund, the conduct of
its affairs, their duties and obligations as Trustees, and the management and disposition of 4M
Fund Property), to delegate from time to time to such one or more of their number (who may
be designated as constituting a committee of the Trustees as provided in Section 9.09 hereof) or
to officers, employees or agents of the 4M Fund (including, without limitation, the
Administrator, the Adviser and the Custodian) the doing of such acts and things and the
execution of such instruments either in the name of the 4M Fund, or the names of the Trustees
or as their attorney or attorneys, or otherwise as the Trustees may from time to time deem
expedient and appropriate in the furtherance of the business affairs and purposes of the 4M
Fund.
2.08 Collection. The Trustees shall have full and complete power: (i) to collect, sue for,
receive and receipt for all sums of money or other property due to the 4M Fund; (ii) to consent
to extensions of the time for payment, or to the renewal of any securities, investments or
obligations; (iii) to engage or intervene in, prosecute, defend, compromise, abandon or adjust
by arbitration or otherwise any actions, suits, proceedings, disputes, claims, demands or things
relating to the 4M Fund Property; (iv) to foreclose any collateral, security or instrument securing
any investments, notes, bills, bonds, obligations or contracts by virtue of which any sums of
money are owed to the 4M Fund; (v) to exercise any power of sale held by them, and to convey
good title hereunder free of any and all trusts, and in connection with any such foreclosure or
8
• sale, to purchase or otherwise acquire title to any property; (vi) to be parties to reorganization
and to transfer to and deposit with any corporation, committee, voting trustee or other Person
any securities, investments or obligations of any person which form a part of the 4M Fund
Property, for the purpose of such reorganization or otherwise; (vii) to participate in any
arrangement for enforcing or protecting the interests of the Trustees as the owners or holders
of such securities, investments or obligations and to pay any assessment levied in connection
with such reorganization or arrangement; (viii) to extend the time (with or without security) for
the payment or delivery of any debts or property and to execute and enter into releases,
agreements and other instruments and (ix) to pay or satisfy any debts or claims upon any
evidence that the Trustees shall deem sufficient.
2.09 Payment of Expenses. The Trustees shall have full and complete power: (i) to incur
and pay any charges or expenses which in the opinion of the Trustees are necessary or incidental
to or proper for carrying out any of the purposes of this Declaration of Trust; (ii) to reimburse
others for the payment therefor; and (iii) to pay appropriate compensation or fees from the funds
of the 4M Fund to Persons with whom the 4M Fund has contracted or transacted business. The
Trustees shall fix the compensation, if any, of all officers and employees of the 4M Fund. The
Trustees shall not be paid compensation for their general services as Trustees hereunder. The
Trustees may pay themselves or any one or more of themselves reimbursement for expenses
reasonably incurred by themselves or any one or more of themselves on behalf of the 4M Fund.
2.10 Borrowing and Indebtedness. The Trustees shall not have the power to borrow
money or incur indebtedness on behalf of the 4M Fund, or authorize the Fund to borrow money
or incur indebtedness, except as provided in clause (iv) of Section 4.02 of this Declaration of
Trust, but only if and to the extent permitted by Law.
2.11 Deposits. The Trustees shall have full and complete power to deposit, in such
manner as may now or hereafter be permitted by Law, any monies or funds, included in the 4M
Fund Property, and intended to be used for the payment of expenses of the 4M Fund or the
Trustees, with one or more banks, or thrift institutions meeting the requirements of Section 2.02
(b) (vi) hereof. Such deposits are to be subject to withdrawal in such manner as the Trustees
may determine, and the Trustees shall have no responsibility for any loss which may occur by
reason of the failure of the bank or thrift institution with which the monies, investments, or
securities have been deposited. Each such bank or thrift institution shall comply, with respect
to such deposits, with all applicable requirements of all applicable Laws, including, but not
limited to, Laws of the State of Minnesota relating to Municipalities.
2.12 Valuation. The Trustees shall have full and complete power to determine in good
faith conclusively the value of any of the 4M Fund Property and to revalue the 4M Fund
Property.
2.13 Fiscal Year: Accounts. The Trustees shall have full and complete power to
determine the fiscal year of the 4M Fund and the method or form in which its accounts shall be
kept and from time to time to change the fiscal year or method or form of accounts. Unless
otherwise determined by the Trustees pursuant to this Section 2.13, the fiscal year of the 4M
SFund shall terminate on June 30 and commence on July 1, of each calendar year.
9
2.14 Concerning the 4M Fund and Certain Affiliates. •
(a) The 4M fund may enter into transactions with any Affiliate of the 4M Fund
or of the Adviser, the Administrator, or the Custodian or of any Trustee, officer, director of
employee of the 4M fund or with any Affiliate of an agent of the 4M Fund or of the Adviser,
the Administrator, or the Custodian if(i) each such transaction (or type of transaction) had, after
disclosure of such affiliation, been approved or ratified by the affirmative vote of a majority of
the Trustees, including a majority of the Trustees who are not Affiliates of any Person (other
than the 4M Fund) who is a party to the transaction or transactions with the 4M Fund and (ii)
such transaction (or type of transaction) is, in the opinion of the Trustees, on terms fair and
reasonable to the 4M Fund and the Participants and at least as favorable to them as similar
arrangements for comparable transactions (of which the Trustees have knowledge) with
organizations unaffiliated with the 4M Fund or with the Person who is a party to the transaction
or transactions with the 4M Fund.
(b) Except as otherwise provided in this Declaration of Trust or in the Laws of
the State of Minnesota, in the absence of fraud, a contract, act or other transaction between the
4M Fund and any other Person, or in which the 4M Fund is interested, is valid and no Trustee,
officer, employee or agent of the 4M Fund shall have any liability as a result of entering into
any such contract, act or transaction even though (i) one or more of the Trustees, officers,
employees or agents of such other Person, or (ii) one or more of the Trustees, officers,
employees, or agents of the 4M Fund, individually or jointly with or affiliated with, such
contract, act or transaction, provided that (i) such interest or affiliation is disclosed to the
Trustees and the Trustees authorize such contract, act or other transaction by a vote of a •
majority of the unaffiliated Trustees, or (ii) such interest or affiliation is disclosed to the
Participants, and such contract, act or transaction is approved by a majority of the Participants.
(c) Any Trustee or officer, employee, or agent of the 4M Fund may, in his
personal capacity, or in a capacity as Trustee, officer, director, stockholder, partner, member,
agent, adviser or employee of any Person, have business interests and engage in business
activities in addition to those relating to the 4M Fund, which interests and activities may be
similar to those of the 4M Fund and include the acquisition, syndication, holding, management,
operation or disposition of securities, investments and funds, for his own account or for the
account of such Person. Each Trustee, officer, employee and agent of the 4M Fund shall be
free of any obligation to present to the 4M Fund any investment opportunity which comes to him
in any capacity other than solely as Trustee, officer, employee or agent of the 4M Fund, even
if such opportunity is of a character which, if presented to the 4M Fund, could be taken by the
4M Fund.
(d) Subject to the provisions of Article III hereof, any Trustee or officer,
employee or agent of the 4M Fund may be interested as Trustee, officer, director, stockholder,
partner, member, agent, adviser or employee of, or otherwise have a direct or indirect interest
in, any Person who may be engaged to render advice or services to the 4M Fund, and may
receive compensation from such Person as well as compensation as Trustee, officer, employee
10
or agent of the Fund or otherwise hereunder. None of the activities and interests referred to in
this paragraph (d) shall be deemed to conflict with his duties and powers as Trustee, officer,
employee or agent of the 4M Fund.
(e) To the extent that any other provision of this Declaration of Trust conflicts
with, or is otherwise contrary to the provisions of, this Section 2.14, the provisions of this
Section 2.14 shall be deemed controlling.
(f) Notwithstanding the foregoing provisions of this Section 2.14, the Trustees
shall not have the power to engage in any transaction with any Affiliate that would be
inconsistent with the Laws of the State of Minnesota concerning conflicts of interest, including,
but not limited to, Minnesota Statutes, Sections 471.87 and 471.88, or any other Law limiting
the Participants' power to enter into such transaction, and the By-Laws of the 4M Fund may
contain provisions more restrictive than those set forth in this Section 2.14.
2.15 Investment Program. The Trustees shall use their best efforts to obtain through the
Adviser or other qualified Persons a continuing and suitable investment program, consistent with
the investment policies and objectives of the 4M fund set forth in Article IV of this Declaration
of Trust, and the Trustees shall be responsible for reviewing and approving or rejecting the
investment program presented by the Adviser or such other Persons. Subject to the provisions
of Section 2.07-and Section 3.01 hereof, the Trustees may delegate functions arising under this
Section 2.15 to one or more of their number or to the Adviser.
2.16 Power to Contract. Appoint. Retain and Emplox.
(a) Subject to the provisions of Section 2.07 and Section 3.01 hereof with respect
to delegation of authority by the Trustees, the Trustees shall have full and complete power to
appoint, employ, retain, or contract with any Person or suitable qualifications and high repute
(including one or more of themselves and any corporation, partnership, trust or other entity of
which one or more of them may be an Affiliate, subject to the applicable requirements of Section
2.14 hereof) as the Trustees may deem necessary, or desirable for the transaction of the affairs
of the 4M Fund, including any Person or Persons who, under the supervision of the Trustees,
may, among other things: (i) serve as the 4M Fund's investment adviser and consultant in
connection with policy decisions made by the Trustees; (ii) serve as the 4M Fund's administrator
or co-administrator; (iii) furnish reports to the Trustees and provide research, economic and
statistical data in connection with the 4M Fund's investments; (iv) act as consultants,
accountants, technical advisers, attorneys, brokers, underwriters, corporate fiduciaries, escrow
agents, depositaries, custodians or agents for collection, insurers or insurance agents, registrars
for Shares or in any other capacity deemed by the Trustees to be necessary or desirable; (v)
investigate, select, and, on behalf of the 4M Fund, conduct relations with Persons acting in such
capacities and pay appropriate fees to, and enter into appropriate contracts with, or employ, or
retain services performed or to be performed by, any of them in connection with the investments
acquired, sold, or otherwise disposed of, or committed, negotiated,-or contemplated to be
acquired, sold or otherwise disposed of; (vi) substitute any other Person for any such Person;
11
(vii) act as attorney-in-fact of agent in the purchase or sale or other disposition of investments,
and in the handling, prosecuting or other enforcement of any lien or security securing
investments; and (viii) assist in the performance of such ministerial functions necessary in the
management of the 4M Fund as may be agreed upon with the Trustees.
(b) The manner of employing, engaging, compensating, transferring, or
discharging any Person as an employee of the 4M fund shall be subject to Minnesota Law. For
purposes of the preceding sentence, "employee of the 4M Fund" shall not include independent
contractors such as the Adviser, the Administrator, the Custodian, counsel or independent
accountants and their respective employees.
2.17 Insurance. The Trustees shall have full and complete power to purchase and pay for,
entirely out of 4M Fund Property, insurance policies insuring the 4M Fund and the Trustees,
officers, employees and agents of the 4M Fund individually against all claims and liabilities of
every nature arising by reason of holding or having held any such office or position, or by
reason of any action alleged to have been taken or omitted by the 4M Fund or any such Person
as Trustee, officer, employee and agent, including any action taken or omitted that may be
determined to constitute negligence, whether or not the 4M Fund would have the power to
indemnify such Person against such liability.
2.18 Sal. The Trustees shall have full and complete power to adopt and use a seal for
the 4M Fund, but, unless otherwise required by the Trustees, it shall not be necessary for the
seal to be placed on, and its absence shall not impair the validity of, any document, instrument
or other paper executed and delivered by or on behalf of the 4M Fund.
2.19 Indemnification. In addition to the mandatory indemnification provided for in Section
5.03 hereof, the Trustees shall have full and complete power, to the extent permitted by
applicable Laws, to indemnify or enter into agreements with respect to indemnification with any
Person with whom the 4M Fund has dealings, including, without limitation, the Adviser, the
Administrator, and the Custodian, to such extent as the Trustees shall determine.
2.20 Remedies. Notwithstanding any provision in this Declaration of Trust, when the
Trustees deem that there is a significant risk that an obligor to the 4M Fund may default or is
in default under the terms of any obligation to the 4M Fund, the Trustees shall have full and
complete power to pursue any remedies permitted by Law which, in their sole judgment, are in
the interests of the 4M Fund, and the Trustees shall have full and complete power to enter into
any investment, commitment or obligation of the 4M Fund resulting from the pursuit of such
remedies as are necessary or desirable to dispose of property acquired in the pursuit of such
remedies.
2.21 Information Statement. The Trustees shall have full and complete power to prepare,
publish and distribute an Information Statement or Statements regarding the 4M Fund and to
amend or supplement the same from time to time.
12
2.22 Further Powers. The Trustees shall have full and complete power to take all such
actions, do all such matters and things and execute all such instruments as they deem necessary,
proper or desirable in order to carry out, promote or advance the interests and purposes of the
4M Fund although such actions, matters or things are not herein specifically mentioned. Any
determination as to what is in the best interests of the 4M Fund made by the Trustees in good
faith shall be conclusive. In construing the provisions of this Declaration of Trust, the
presumption shall be in favor of a grant of power to the Trustees. The Trustees shall not be
required to obtain any court order to deal with the 4M Fund Property.
2.23 Compliance with Laws. The Trustees shall at all times exercise all powers granted
hereunder in compliance with, and the operations of the 4M fund shall at all time be conducted
in accordance with, the applicable Laws of the State of Minnesota.
2.24 Tax or Aid or Revenue Anticipation Borrowing. Notwithstanding the provisions of
Section 2.10 or 4.02 or any other provision of this Declaration, the Trustees shall have full and
complete power to borrow money or incur indebtedness as a part of a program of tax or aid or
revenue anticipation borrowing by Participant Municipalities. They shall have the power to issue
such obligations on behalf of the Participants, coordinate the issuance of such obligations by the
Participants, to become members of joint powers entities authorized to issue or coordinate the
issuance of such obligations, or to enter into contracts or agreements of any nature authorized
by law related to the issuance of such obligations. The assets of the 4M Fund itself shall not
be pledged by the Trustees to the repayment of any portion of such borrowing and any
obligations issued shall not constitute a debt of the 4M Fund, shall not be payable from or be
a charge upon any assets of the 4M Fund, shall not give rise to any pecuniary liability of the 4M
Fund, and shall not be enforceable against any property of the 4M fund, other than amounts
received from participating Municipalities in connection with that anticipation borrowing
program which are pledged to the repayment of the borrowing or obligations. The Trustees shall
have such powers as necessary to conduct or participate in such anticipation borrowing programs
as approved by the Trustees, including a program of investment of obligation proceeds.
ARTICLE III
Technical Advisory Board, Investment Adviser. Administrator. and Custodian
3.01 Annointment. The Trustees are responsible for the general investment policy and
program of the 4M Fund and for the general supervision and administration of the business and
affairs of the 4M Fund conducted by the officers, agents, employees, investment advisers,
administrators, or independent contractors of the 4M Fund. The Trustees are not required
personally to conduct all of the routine business of the 4M fund and, consistent with their
ultimate responsibility as stated herein, the Trustees may appoint, employ or contract with an
Adviser as an investment adviser to the Trustees, an Administrator as an administrator for the
4M Fund and a Custodian may grant or delegate such authority to the Adviser and the
Administrator (pursuant to the terms of Section 2.16 hereof) or to any other Person the services
is 13
of whom are obtained by the Adviser or the Administrator, as the Trustees may, in their sole
discretion, deem to be necessary or desirable, for the efficient management of the 4M Fund,
without regard to whether such authority is normally granted or delegated by Trustees or other
fiduciaries. The Trustees may appoint one or more persons to serve jointly as Co-Advisers and
one or more persons to serve jointly as Co-Administrator. The same person may serve
simultaneously as the Administrator and as the Adviser, but no person serving as the
Administrator or as the Adviser may serve as the Custodian. Piper Capital Management, Inc.,
a subsidiary of Piper Jaffray Companies, Inc., a corporation organized and existing under the
Laws of the State of Delaware, is appointed as the initial Administrator and Adviser for the 4M
Fund. Marquette Bank Minneapolis is appointed as the initial Custodian for the 4M Fund. The
Trustees shall appoint a Technical Advisory Board to assist the Trustees in the development of
policies and the overseeing and reviewing of the activities of the 4M Fund. The Technical
Advisory Board shall be made up of such individuals as the Trustees deem advantageous to the
Fund. The composition of the Technical Advisory Board may be changed from time to time in
the discretion of the Trustees.
3.02 Duties of the Adviser. The duties of the Adviser shall be those set forth in the
Investment Advisory Agreement to be entered into between the 4M Fund and the Adviser. Such
duties may be modified by the Trustees, from time to time, by the amendment of the Investment
Advisory Agreement. Subject to Article IV hereof, the Trustees may authorize the Adviser to
effect purchases, sales, or exchanges of the 4M Fund Property on behalf of the Trustees or may
authorize any officer, employee, agent or Trustee to effect such purchases, sales, or exchanges
pursuant to recommendations of the Adviser, all without further action by the Trustees. Any
and all of such purchases, sales, and exchanges shall be deemed to be authorized by all the •
Trustees. The Investment Advisory Agreement may authorize the Adviser to employ other
persons to assist it in the performance of its duties. The Investment Advisory Agreement shall
provide that it may be terminated at any time without cause and without the payment of any
penalty by the 4M Fund on sixty (60) days written notice to the Adviser.
3.03 Duties of the Administrator. The duties of the Administrator shall be those set forth
in the Administration Agreement to be entered into between the 4M Fund and the Administrator.
Such duties may be modified by the Trustees, from time to time, by the amendment of the
Administration Agreement. The Administration Agreement may authorize the Administrator to
employ other persons to assist it in the performance of its duties. The Administration
Agreement shall provide that it may be terminated at any time without cause and without the
payment of any penalty by the 4M Fund on sixty (60) days written notice to the Administrator.
3.04 Duties of Custodian. The duties and qualifications of the Custodian shall be those
set forth in Article II herein.
14
• 3.05 Successors. In the event that, at any time, the position of Adviser, Administrator,
or Custodian shall become vacant for any reason, the Trustees may appoint, employ or contract
with a successor Adviser, Administrator, or Custodian. A predecessor shall assist and cooperate
with the 4M Fund in the smooth and orderly transition in the event a successor Adviser,
Administrator, or Custodian is appointed for any reason.
ARTICLE IV
Investments
4.01 Statement of Investment Policy and Objective. Subject to the prohibitions and
restrictions contained in Section 4.02 hereof, the general investment policy and objective of the
Trustees shall be to provide to the Participants of the 4M Fund the highest possible investment
yield, while maintaining liquidity and preserving capital by investing in Permitted Investments
in accordance with applicable provisions of Law, as may be set forth more fully in the 4M
Fund's Information Statement or Statements, as the same may be amended from time to time.
4.02 Restrictions Fundamental to the 4M Fund. Notwithstanding anything in this
Declaration of Trust which may be deemed to authorize the contrary, the 4M Fund:
(i) May not make any investment other than investment authorized by the
provisions of Law applicable to the investment of funds by the Participants, as the same may be
• amended from time to time;
(ii) Except as provided herein. may not purchase any Permitted Investment which
has a maturity date more than ene--year93 7 days from the date of the 4M Fund's purchase
thereof, unless subject, at the time of such purchase by the 4M Fund to an irrevocable agreement
on the part of a Responsible Person to purchase such Permitted Investment from the 4M Fund
within erre-yeas 397 days. The 4M Fund may invest in floating rate government and agency
securities with maturities of three years or less if there is a coupon reset period within 397 days
of the date of the 4M Funds purchase thereof.
(iii) May not purchase any Permitted Investment if the effect of such purchase by
the 4M Fund would be to make the average dollar weighted maturity of 4N1 Fund's inyestifleft
peFtfelie any portfolio greater than that which has been designated by the
Trustees as the intended average dollar weighted maturity of the portfolio to which the purchase
of such permitted investment relates, provided, however, that in making such determination any
Permitted Investment which is subject to an irrevocable agreement of the nature referred to in
the preceding clause (ii) shall be deemed to mature on the day on which the 4M Fund is
obligated to sell such Permitted Investment back to a Responsible Person or the day on which
the 4M Fund may exercise its rights under such agreement to require the purchase of such
Permitted Investment by a Responsible Person;
• 15
(iv) May not borrow money or incur indebtedness except to facilitate as a
temporary measure:
(a) withdrawal requests which might otherwise require unscheduled
dispositions of portfolio investments;
(b) for a period not to exceed one business day withdrawal requests
pending receipt of collected funds from investments sold on the date of the withdrawal requests
or withdrawal requests from Participants who have notified the 4M Fund of their intention to
deposit funds in their accounts on the date of the withdrawal requests; or
(c) for a period not to exceed one business day, the purchase of Permitted
Investments pending receipt of collected funds from Participants who have notified the 4M Fund
of their intention to deposit funds in their accounts on the date of the purchase of the Permitted
Investments;
(v) May not make loans, provided that the 4M Fund may make Permitted
Investments;
(vi) May not hold or provide for the custody of any 4M Fund Property in a
manner not authorized by Law or by any institution or Person not authorized by Law;
(vii) Except as permitted by Section 2.02 (b) (ii) hereof, may not purchase
securities or shares of investment companies or any entities similar to the 4M Fund; and
(viii) Except to facilitate reverse repurchase agreements permitted by Minnesota
Statute section 475.76, may not pledge assets except to secure indebtedness permitted by (iv) of
this Section 4.02; however in the case of indebtedness secured under Section 4.02 (iv) (b) or (c)
hereof, it may pledge assets only to the extent of the actual funds in the account of a participant
on whose behalf the permitted indebtedness was incurred plus an amount equal to that amount
which that Participant has notified the 4M Fund that it intends to deposit in its account on that
date.
For the purposes of this Section 4.02, the phrase "Responsible Person" shall mean a person
with which the 4M Fund is authorized to enter into agreements pursuant to Section 2.02 (b) (vii)
hereof.
4.03 Amendment of Restrictions. The restrictions set forth in Section 4.02 hereof are
fundamental to the operation and activities of the 4M Fund and may not be changed without the
affirmative vote of a majority of the Participants entitled to vote, except that such restrictions
may be changed by the Trustees so as to make them more restrictive when necessary to conform
the investment program and activities of the 4M Fund to the Laws of the State of Minnesota and
the United States of America as they may from time to time be amended.
•
16
• ARTICLE V
Limitations of Liability
5.01 Liability to Third Persons. No Participant shall be subject to any personal liability
whatsoever, in tort, contract or otherwise to any other Person or Persons in connection with 4M
Fund Property or the affairs of the 4M Fund; and no Trustee, officer employee or agent
(including, without limitation,the Adviser, the Administrator and the Custodian) of the 4M Fund
shall be subject to any personal liability whatsoever in tort contract or otherwise, to any other
Person or Persons in connection with 4M Fund Property or the affairs of the 4M Fund except
that each shall be personally liable for his bad faith, willful misconduct, gross negligence or
reckless disregard of his duties or for his failure to act in good faith in the reasonable belief that
his action was in the best interests of the 4M Fund and except that the Investment Advisory
Agreement and the Administration Agreement shall provide for the personal liability of the
Adviser or the Administrator, as the case may be, for its willful or negligent failure to take
reasonable measures to restrict investments of the 4M Fund Property to those permitted by Law
and this Declaration of Trust.
5.02 Liability to the 4M Fund or to the Participants. No Trustee officer, employee or
agent (including, without limitation, the Adviser, the Administrator and the Custodian) of the
4M Fund shall be liable to the 4M Fund or to any Participant, Trustee, officer, employee or
agent (including, without limitation, the Adviser, the Administrator and the Custodian) of the
4M Fund for any action or failure to act (including, without limitation, the failure to compel in
• any way any former or acting Trustee to redress any breach of trust) except for his own bad
faith, willful misfeasance, gross negligence or reckless disregard of his duties and except that
the Investment Advisory Agreement and the Administration Agreement shall provide for the
personal liability of the Adviser or the Administrator, as the case may be, for its willful or
negligent failure to take reasonable measures to restrict investments of the 4M Fund Property
to those permitted by Law and this Declaration of Trust; provided, however, that the provisions
of this Section 5.02 shall not limit the liability of any agent (including, without limitation, the
Adviser, the Administrator and the Custodian) of the 4M Fund with respect to breaches by it of
a contract between it and the 4M Fund.
5.03 Indemnification.
(a) The 4M Fund shall indemnify and hold each Participant harmless from and
against all claims and liabilities, whether they proceed to judgment or are settled or otherwise
brought to a conclusion, to which such Participant may become subject by reason of its being
or having been a Participant, and shall reimburse such Participant for all legal and other
expenses reasonably incurred by it in connection with any such claim or liability. The rights
accruing to a Participant under this Section 5.03 shall not exclude any other right to which such
Participant may be lawfully entitled, nor shall anything herein contained restrict the right of the
4M Fund to indemnify or reimburse a Participant in any appropriate situation even though not
specifically provided herein.
• (b) The 4M Fund shall indemnify each of its Trustees and officers, and employees
and agents (including, without limitation, the Adviser, the Administrator and the Custodian)
designated by the Board of Trustees to receive such indemnification, against all liabilities and
17
expenses (including, without limitation, amounts paid in satisfaction of judgments, in •
compromise or as fines and penalties and counsel fees) reasonably incurred by him in connection
with the defense or disposition of any action, suit or other proceeding by the 4M Fund or any
other Person, whether civil or criminal in which he may be involved or with which he may be
threatened, while in office or thereafter, by reason of his being or having been such a Trustee,
officer, employee or agent (including, without limitation, the Adviser, the Administrator and the
Custodian) except as to any matter as to which he acted in bad faith or with willful misfeasance
or reckless disregard of his duties or gross negligence or, in the case of the Adviser,
Administrator, or the Custodian in willful or negligent violation of the restrictions on
investments of the 4M Fund Property; provided, however, that the provisions of this Section
5.03 shall not be construed to permit the indemnification of any agent (including, without
limitation, the Adviser, the Administrator ad the Custodian) of the 4M Fund with respect to
breaches by it of a contract between it and the 4M Fund; and further provided, however, that
as to any matter disposed of by a compromise payment by such Trustee, officer, employee or
agent, pursuant to a consent decree or otherwise, no indemnification either for said payment or
for any other expenses shall be provided unless the 4M FUND SHALL HAVE RECEIVED A
WRITTEN OPINION FROM INDEPENDENT COUNSEL APPROVED BY THE Trustees to
the effect that if the foregoing matters had been adjudicated, the defenses that could have been
presented on behalf of such Trustee, officer, employee or agent were meritorious. The rights
accruing to any Trustee, officer, employee or agent (including, without limitation, the Adviser,
the Administrator and the Custodian) under the provisions of this paragraph (b) of this Section
5.03 shall not exclude any other right to which he may be lawfully entitled; provided, however,
that no Trustee, officer, employee or agent may satisfy any right of indemnity or reimbursement
granted herein or to which he may be otherwise entitled except out of the 4M Fund Property, •
and no Participant shall be personally liable to any Person with respect to any claim for
indemnity or reimbursement or otherwise. The Trustees may make advance payments in
connection with indemnification under this paragraph (b) of this Section 5.03, provided that the
indemnified Trustee, officer, employee or agent (including, without limitation, the Adviser, the
Administrator and the Custodian) shall have given a written undertaking to reimburse the 4M
Fund in the event that it is subsequently determined that he is not entitled to such
indemnification.
(c) Any action taken by, or conduct on the part of, the Adviser, the
Administrator, a Trustee, an officer, an employee or an agent (including, without limitation, the
Adviser, the Administrator and the Custodian) of the 4M Fund in conformity with, or in good
faith reliance upon, the provisions of Section 2.14 or Section 5.07 hereof shall not, for the
purpose of this Declaration of Trust (including, without limitation, Sections 5.01 and 5.02 and
this Section 5.03)constitute bad faith, willful misfeasance, gross negligence or reckless disregard
of his duties.
5.04 Surety Bonds. No Trustee shall, as such, be obligated to give any bond or surety
or other security for the performance of any of his duties.
•
18
• 5.05 Apparent Authority. No purchaser, seller, transfer agent or other Person dealing
with the Trustees or any officer, employee or agent of the 4M Fund shall be bound to make any
inquiry concerning the validity of any transaction purporting to be made by the Trustees or by
such officer, employee or agent or make inquiry concerning or be liable for the application of
money or property paid, transferred or delivered to or on the order of the Trustees or of such
officer, employee or agent.
5.06 Recitals. Any written instrument creating an obligation of the 4M Fund shall be
conclusively taken to have been executed by a Trustee or an officer, employee or agent of the
4M fund only in his capacity as a Trustee under this Declaration of Trust or in his capacity as
an officer, employee or agent of the 4M Fund. Any written instrument creating an obligation
of the 4M Fund shall refer to this Declaration of Trust and contain a recital to the effect that the
obligations thereunder are not personally binding upon, nor shall resort be had to the property
of, any of the Trustees, Participants, officers, employees or agents of the 4M Fund, and that
only the 4M Fund Property or a specific portion thereof shall be bound, and such written
instrument may contain any further similar recital which may be deemed appropriate; provided,
however, that the omission of any recital pursuant to this Section 5.06 shall not operate to
impose personal liability on any of the Trustees, Participants, officers, employees or agents of
the 4M Fund.
5.07 Reliance on Experts. etc. Each Trustee and each officer of the 4M Fund shall, in
the performance of his duties, be fully and completely justified and protected with regard to any
act or any failure to act resulting from reliance in good faith upon the books of account or other
• records of the 4M Fund, upon an opinion of counsel or upon reports made to the 4M Fund by
any of its officers or employees or by the Adviser, the Administrator, the Custodian,
accountants, appraisers or other experts or consultants selected with reasonable care by the
Trustees or officers of the 4M Fund.
5.08 Liability Insurance. The Trustees shall maintain insurance for the protection of the
4M Fund Property and the Trustees, Participants, officers, employees and agents (not including
Adviser, Administrator, or Custodian) of the 4M Fund in such amount as the Trustees shall
deem adequate to cover all foreseeable tort and contract liability to the extent available at
reasonable rates.
5.09 No Waiver. Nothing in this Declaration of Trust shall be construed as constituting
the waiver of any immunity from liability available to the 4M Fund or the Trustees, Participants,
officers, employees or agents of the 4M Fund pursuant to any applicable provision of Law.
ARTICLE VI
Interests of Participants
6.01 General.
• W The beneficial interest of the Participants hereunder in the 4M Fund Property
and the earnings thereon shall, for convenience of reference, be divided into Shares, which shall
be used as units to measure the proportionate allocation to the respective Participants of the
19
beneficial interest hereunder. The number of Shares that may be used to measure and-represent •
the proportionate allocation of beneficial interest among the Participants is unlimited. All
rights. The beneficial
interest hereunder measured by the Shares shall not, except to the extent if any set forth herein
or in the applicable Certificate of Designation, entitle a Participant to preference, preemptive,
appraisal, conversion, or exchange rights of any kind with respect to the 4M Fund or the 4M
Fund Property. Title to the 4M Fund Property of every description and the right to conduct any
affairs hereinbefore described are vested in the Trustees on behalf and for the beneficial interest,
of the Participants, and the Participants shall have no interest therein other than the beneficial
interest conferred hereby and measured by their Shares, and they shall have no right to call for
any partition or division of any property, profits; rights, or interests of the 4M Fund nor can
they be called upon to share or assume any losses of the 4M Fund or suffer an assessment of
any kind by virtue of the allocation of Shares to them, except as provided in Section 10.02
hereof.
The Trustees. in their discretion, from time to time, may authorize the division of
Shares into two or more series, or the establishment of two or more series of Shares. each such
series relating to a separate Portfolio of investments. All references to Shares in this Declaration
of Trust shall be deemed to be Shares of any one series, any one or more series, or all series
as the context may require.
b) If the Trustees decide to establish a separate Portfolio of investments or divide
the Shares into two or more series, the following provisions shall be applicable:
Q The number of Shares of each series or Portfolio that may be used to •
measure the respective beneficial interests of the Participants in the particular Portfolio of
investments to which such series or Portfolio relates shall be unlimited.
ii Unless otherwise provided in an applicable Certificate of Designation,
all Shares of a series or of a Portfolio shall be of one class representing equal distribution,
liquidation and other rights.
iii The Trustees shall have the power to invest and reinvest the Fund
Property'applicable to each Portfolio in accordance with the investment policies and restrictions
set forth in this Declaration of Trust. the Bylaws, or otherwise. The Trustees may establish
more restrictive investment policies and restrictions for any particular Portfolio.
iv All funds received by the Fund from a Participant with respect to a
particular Portfolio, together with all assets in which such funds are invested or reinvested. all
income. earnings_profits and proceeds thereof. including any proceeds derived from the sale,
exchange or liquidation of such assets. and (except to the extent otherwise determined by the
Trustees pursuant to Section 10.04 hereof) any fund or payments derived from any reinvestment
of such proceeds in whatever form the same may be, shall irrevocably belong to that Portfolio
for all purposes, subject only to the rights of creditors, and shall be so recorded upon the books
of account of the Fund. In the event that there are any assets. income, earnings_profits. and
proceeds thereof, funds, or payments which are not readily identifiable as belonging to any •
particular Portfolio. the Trustees shall allocate them among any one or more of the Portfolios
for to a reserve pursuant to Section 10.04 hereof) established and designated from time to time
20
in such manner and on such basis as they in their sole discretion. deem fair and equitable.
Each such allocation by the Trustees shall be conclusive and binding upon the Participants of all
Portfolios for all Qurposes.
l) The assets belonging to each particular Portfolio shall be charged with
the liabilities of the Fund in respect of that Portfolio and all expenses, costs. charges and
reserves attributable to that Portfolio in such manner an on such basis as the Trustees in their
sole discretion deem fair and equitable Any general liabilities expenses costs charges or
reserves of the Trust which are not readily identifiable as attributable to any particular Portfolio
shall be allocated and charged by the Trustees to an among any or more of the Portfolios
established and designated from time to time in such manner and on such basis as the Trustees
in their sole discretion deem fair and gQuitable Each allocation of liabilities. expenses. costs.
charges and reserves by the Trustees shall be conclusive and binding upon the Participants of
all Portfolios for all purposes The Trustees shall have full discretion to determine which asset
items will be treated as income and which as funds placed in the Fund by Participants and each
such determination and allocation shall be conclusive and binding_upon the Participants of all
Portfolios.
vi The net income of the Fund shall be determined separately for each
Portfolio and shall be credited to the respective Share account of the Participants in each
Portfolio in the manner and at the time provided in Article X hereof.
vii The terms designated by the Trustees with respect to a Portfolio may
• provide that the Shares (or series of Shares) applicable to such Portfolio shall only relate to a
particular Participant or limitation on the number and identity of the Participants to which the
Shares (or series of Shares of such Portfolio shall relate.
viii The terms designated by the Trustees with respect to a Portfolio may
provide that such Portfolio shall be established on a particular date and be terminated on a
particular date.
ix) The terms designated by the Trustees with respect to a particular
Portfolio may provide for limitations of time or otherwise with respect to the ability of the
participants participating in such Portfolio to withdraw funds relating to the Shares (or series of
Shares) of such Portfolio from the Fund.
Lx) To effect the division of the Shares into one or more series or to
establish a Portfolio, the Trustees shall authorize and adopt a Certificate of Designation for each
such series or Portfolio. Such Certificate of Designation shall become effective when (a)
executed (i) by any two of the Chair, the Vice Chair, the Treasurer and the Secretary of the
Fund or (ii) by such other Trustees or officers of the Fund as shall be determined by the
Trustees and (b) lodged in the records of the Trust. Any such Certificate of Designation may
be filed or recorded pursuant to Article XII of this Declaration of Trust. but no such
recordation or filing shall be a condition precedent to the effectiveness of such Certificate of
Designation. No Certificate of Designation shall be. or shall be deemed to be, an amendment
iof this Declaration of Trust within the meaning of Article XIII of this Declaration of Trust. It
shall not be necessary for each Participant to be advised of the adoption of any Certificate of
Designation prior to its effectiveness, but the Trustees shall take, or shall cause to be taken, such
21
measures as are reasonably intended to notify the Participants on at least a quarterly basis of the
authorization and adoption by the Trustees of any Certificate or Certificates of Designation
during the preceding`quarter.
xi A copy of the Certificate of Designation relatingto a particular
Portfolio shall be provided to each Participant participating in such Portfolio A copy of the
Certificate of Designation relatingto any Portfolio shall be provided. upon written request
therefor, to any Participant whether or not such Participant is participating in such Portfolio.
xii A Certificate of Designation authorized and adopted by the Trustees
pursuant to this Article VI shall be in Substantially the form of Exhibit A. attached hereto. The
Trustees are authorized to make such changes in the form set forth in this Subclause xii as may
be necessary from time to time to conform to. or accommodate, changes in Law or regulation
Or the circumstances applicable or pertaining t, o a particular Portfolio.
xiii The Trustees assigned to a Portfolio shall be deemed to have been
conclusively and fully appointed by the Participants participating in such Portfolio as the official
custodians (within the meaning of Section 564.8 of Title 12 of the Code of Federal Regulations
or an applicable successor provision) or any similar law or regulation of the assets of said
Participants placed in the Fund with respect to such Portfolio.
xiv The Trustees shall have the power to designate one or more Portfolios
in which all Participants shall be required to participate and in which all Participants shall be
deemed to be participants. •
xv The provisions of the Certificate of Designation of a Portfolio may
be amended by action of the Trustees for the purposes of curing any ambiguity or supplying any
omission or curing or correcting any defect or inconsistent provision in the Certificate of
Designation or to insert such provisions clarifying matters or questions arising under the
Certificate of Designation as are necessary or desirable and are not contrary to or inconsistent
with the Certificate of Designation theretofore in effect. The Participants participatingin n the
Portfolio to which the amendment relates shall be given notice thereof.
6.02 Allocation of Shares.
(a) The Trustees shall credit a Participant with additional Shares upon receipt of
funds (including, without limitation, income from the investment of 4M Fund Property) for the
account of such Participant, based on the net asset value per Share as determined pursuant to
Section 10.01 hereof. In connection with any allocation of Shares, the Trustees may allocate
fractional Shares. The Trustees may from time to time adjust the total number of Shares
allocated without thereby changing the proportionate beneficial interests in the 4M Fund.
Reductions or increases in the number of allocated Shares may be made in order to maintain a
constant net asset value per Share as set forth in Section 10.02 hereof. Shares shall be allocated
and reduced in numbers as whole Shares and/or one hundredths (1/100ths) of a Share or
multiples thereof.
•
22
• (b) Shares may be allocated only to a Municipality which has become a
Participant of the 4M Fund in accordance with Section 1.02 hereof. Each Participant may
establish more than one account within the 4M Fund for such Participant's convenience.
(c) The minimum amount of funds which may be placed in the 4M Fund by a
Participant at any one time shall be as determined by the Trustees from time to time. Unless
otherwise determined by the Trustees pursuant to this paragraph (c) of this Section 6.02, the
minimum amount of funds which may be placed in the 4M Fund by a Participant at any one time
shall be One Dollar ($1.00).
6.03 Evidence of Share Allocation. Evidence of Share allocation shall be reflected in the
Share Register maintained by or on behalf of the 4M Fund pursuant to Section 7.01 hereof, and
the 4M Fund shall not be required to issue certificates as evidence of Share allocation.
6.04 Reduction in Number of Shares to Maintain Constant Net Asset Value. The Shares
of the 4M Fund shall be subject to reduction in number pursuant to the procedure for reduction
of outstanding Shares set forth in Section 10.02 hereof in order to maintain the constant net asset
value per Share.
6.05 Withdrawals. Funds may be withdrawn from the 4M Fund at the option of a
Participant upon and subject to the terms and conditions provided in this Declaration of Trust
or applicable Certificate of Designation. The 4M Fund shall, upon application of any
Participant, promptly pay to such Participant the amount requested and shall reduce the number
• of Shares allocated to such Participant to the number of Shares with shall reflect such
Participant's proportionate interest in the net assets of the 4M Fund after such withdrawal of
funds. The procedures for effecting a withdrawal shall be as adopted by the Trustees and as set
forth in the Information Statement of the 4M Fund, as the same may be amended from time to
time provided, however, that such procedures shall not be structured so as to substantially and
materially restrict the ability of the Participants to withdraw funds from the 4M Fund.
6.06 Suspension of Right of Withdrawal; Postponement of Payment. Each Participant,
by its adoption of this Declaration of Trust, agrees that the Trustees may, without the necessity
of a formal meeting of the Trustees, temporarily suspend the right of withdrawal or postpone
the date of payment pursuant to withdrawal requests for the whole or any part of any period (i)
during which there shall have occurred any state of war, national emergency, banking
moratorium or suspension of payments by banks in the State of Minnesota or any general
suspension of trading or limitation of prices on the New York or American Stock Exchange
(other than customary week-end and holiday closing) or (ii) during which any financial
emergency situation exists as a result of which disposal by the 4M Fund of 4M Fund Property
is not reasonably practicable because of the substantial losses which might be incurred or it is
not reasonably practicable for the 4M Fund fairly to determine the value of its net assets. Such
suspension or postponement shall not alter or affect a Participant's beneficial interest hereunder
as measured by its Shares or the accrued interest and earnings thereon. Such suspension or
payment shall take effect at such time as,the Trustees shall specify but not later than the close
of business on the business day next following the declaration of suspension, and thereafter there
• shall be no right of withdrawal or payment until the Trustees shall declare the suspension or
postponement at an end, except that the suspension or postponement shall terminate in any event
on the first day on which the period specified in clause (i) or (ii) above shall have expired (as
23 ,
to which, the determination of the Trustees shall be conclusive). In the case of a suspension of •
the right of withdrawal or a postponement of payment pursuant to withdrawal requests for a
Participant may either (i) withdraw its request for withdrawal or (ii) receive payment based on
the net asset value existing after the termination of the suspension.
6.07 Minimum Withdrawal. There shall be no minimum amount which may be withdrawn
from the 4M Fund at any one time at the option of a Participant; provided, however, that no
request by a Participant for the withdrawal of less than one dollar ($1.00) need be honored.
6.08 Defective Withdrawal Requests. In the event that a Participant shall submit a request
for the withdrawal of a greater amount than is then credited to the account of such Participant,
such request shall not be honored, and each Participant, by its adoption of this Declaration of
Trust, agrees that the Trustees shall have full and complete power to withdraw funds from the
account of a Participant, and to reduce proportionately the number of Shares allocated to such
Participant in accordance with Section 6.05 hereof, in an amount sufficient to reimburse the 4M
Fund for any fees, expenses, costs or penalties actually incurred by the 4M Fund as a result of
such defective withdrawal request.
6.09 Allocation of Certain Expenses. Each Participant will, at the discretion of the 4M
Fund, indemnify the 4M Fund against all expenses and losses resulting from indebtedness
incurred on that Participant's behalf under Section (4.02 (iv) (b) or (c) hereof. Each Participant
authorizes the Trustees to reduce its Shares to the number of Shares which reflects that
Participant's proportionate interest in the net assets of the 4M Fund after allocation of those
expenses and losses to it. •
ARTICLE VII
Record of Shares
7.01 Share Register. The Share Register shall be kept by or on behalf of the Trustees,
under the direction of the Trustees, and shall contain (i) the names and addresses of the
Participants, (ii)the number of Shares representing their respective beneficial interests hereunder
and (iii) a record of all allocations and reductions thereof. Such Share Register shall be
conclusive as to the identity of the Participants to which the Shares are allocated. Only
Participants whose allocation of Shares is recorded on such Share Register shall be entitled to
receive distributions with respect to Shares or otherwise to exercise or enjoy the rights and
benefits related to the beneficial interest hereunder represented by the Shares. No Participant
shall be entitled to receive any distribution, nor to have notices given to it as herein provided,
until it has given its appropriate address to such officer or agent of the Fund as shall keep the
Share Register for entry thereon.
7.02 Re ig strar. The Trustees shall have full and complete power to employ a registrar.
Unless otherwise determined by the Trustees, the Share Register shall be kept by the
Administrator which shall serve as the registrar for the 4M Fund. The registrar shall record the
original allocations of Shares in the Share Register. Such registrar shall perform the duties •
usually performed by registrars of certificates and shares of stock in a corporation, except as
such duties may be modified by the Trustees.
24
• 7.03 Owner of Record. No Person becoming entitled to any Shares in consequence of the
merger, reorganization, consolidation, bankruptcy or insolvency of any Participant or otherwise,
by operation of Law, shall be recorded as the Participant to which such Shares are allocated and
shall only be entitled to receive for such Shares the amount credited to the account of the
Participant whose beneficial interest in the 4M Fund is represented by such Shares. Until the
Person becoming entitled to receive such amount shall apply for the payment thereof and present
any proof of such entitlement as the Trustees may in their sole discretion deem appropriate, the
Participant of record to which such Shares are allocated shall be deemed to be the Participant
to which such Shares are allocated for all purposes hereof, and neither the Trustees nor the
registrar nor any officer or agent of the 4M Fund shall be affected by any notice of such merger,
reorganization, consolidation, bankruptcy, insolvency or other event.
7.04 No Transfers of Shares. The beneficial interests measured by the Shares shall not
be transferrable, in whole or in part, other than to the 4M Fund itself for purposes of
effectuating a withdrawal of funds.
7.05 Limitation of Fiduciary Responsibility. The Trustees shall not, nor shall the
Participants or any officer, registrar or other agent of the 4M fund, be bound to see to the
execution of any trust, express, implied or constructive, or of any charge, pledge or equity to
which any of the Shares or any interest therein are subject, or to ascertain or inquire whether
any withdrawal of funds by any Participant or its representatives is authorized by such trust,
charge, pledge or equity, or to recognize any Person as having any interest therein except the
Participant recorded as the Participant to which such Shares are allocated. The receipt of the
• Participant in whose name any Share is recorded or of the duly authorized agent of such
Participant shall be a sufficient discharge for all monies payable or deliverable in respect of such
Shares and from all liability to see to the proper application thereof.
7.06 Notices. Any and all notices to which Participants hereunder may be entitled and
any and all communications shall be deemed duly served or given if mailed, postage pre-paid,
addressed to Participants of record at their last known post office addresses as recorded on the
Share Register provided for in Section 7.01 hereof.
ARTICLE VIII
Participants
8.01 Voting. Each Participant shall be entitled to one vote as a matter of right with
respect to the following matters: (i) amendment of this Declaration of Trust or termination of
the 4M Fund as provided in Section 4.03 and Section 13.01 hereof; and (ii) reorganization of
the 4M Fund as provided in Section 13.02 hereof. It shall not be necessary for any minimum
number of Shares to be allocated to a Participant for the Participant to be entitled to vote.
Participants shall not be entitled to cumulative voting with respect to any matter. Participants
shall not be entitled to vote on a Portfolio by Portfolio basis.
8.02 Right to Initiate a Vote of the Participants. The Participants shall, by an instrument
• or concurrent instruments in writing delivered to the Board of Trustees signed by at least ten
percent (10%) of the Participants, have the right to initiate a vote of the Participants as to any
matter described in clause (i) or clause (ii) of Section 8.01 hereof. Within twenty (20) days of
25
receipt of such instrument or instruments, the Board of Trustees shall cause a ballot to be sent •
to each Participant, setting forth the matter to be voted on and the manner in which such ballots
should be executed and delivered.
8.03 Inspection of Records. The records of the 4M Fund shall be open to inspection at
all reasonable times pursuant to Minnesota Statutes, Chapter 13.
8.04 Meetings of Participants.
(a) Meetings of the Participants may be called at any time by a majority of the
Trustees and shall be called by any Trustee upon written request of not less than ten percent
(10%) of the Participants, such request specifying the purpose or purposes for which such
meeting is to be called. Any such meeting shall be held within the State of Minnesota at such
place, on such day and at such time as the Trustees shall designate.
(b) A majority of the Participants entitled to vote at such meeting present in
person (including, if permitted by applicable Law, participation by conference telephone or
similar communications equipment by means of which all Persons participating in the meeting
can hear each other) or by proxy shall constitute a quorum at any meeting of Participants.
8.05 Notice of Meetings and Votes. Notice of all meetings of the Participants, stating the
time, place and purposes of the meeting, and notice of any vote without a meeting, stating the
purpose and method thereof shall be given by the Trustees by mail to each Participant at its
registered address, mailed at least ten (10) days and not more than thirty (30) days before the
meeting or the day by which votes must be cast. Only the business stated in the notice of a
meeting shall be considered at such meeting. Any adjourned meeting may be held as adjourned
without further notice. Any notice required by any "open meeting", "sunshine" or similar law,
whether now or hereafter in effect, shall also be given.
8.06 Record Date for Meetings and Votes. For the purposes of determining the
Participants that are entitled to vote or act at any meeting or any adjournment thereof, or who
are entitled to participate in any vote, or for the purpose of any other action, the Trustees may
from time to time fix a date not more than thirty (30) days prior to the date of any meeting or
vote of Participants or other action as a record date for the determination of Participants entitled
to vote at such meeting or any adjournment thereof or to cast a ballot in such vote or to be
treated as Participants of record for purposes of such other action. Any Participant which was
a Participant at the time so fixed shall be entitled to vote at such meeting or any adjournment
thereof, or to cast a ballot in such vote, even though it then had no Shares allocated to it or has
since that date redeemed its Shares. No Participant becoming such after that date shall be so
entitled to vote at such meeting or any adjournment thereof or to cast a ballot in such vote or
to be treated as a Participant of record for purposes of such other action.
•
26
• 8.07 Proxies. At any meeting of Participants, if permitted by applicable Law, any
Participant entitled to vote thereat may vote by proxy, provided that no proxy shall be voted at
any meeting unless it shall have been placed on file with the Secretary of the 4M Fund, or with
such other officer or agent of the 4M Fund as the Secretary of the 4M Fund may direct, for
verification prior to the time at which such vote shall be taken. Pursuant to a resolution of a
majority of the Trustees, proxies may be solicited in the name of one or more of the officers of
the 4M Fund. All proxies shall be revocable at the option of the Participant.
8.08 Number of Votes. Only Participants of record shall be entitled to vote and each
Participant shall be entitled to one vote without regard to the number of Shares allocated to it,
if any. A proxy purporting to be executed by or on behalf of a Participant shall be deemed valid
unless challenged at or prior to its exercise, and the burden of proving invalidity shall rest on
the challenger.
8.09 Re s. The Trustees shall cause to be prepared at least annually (i) a report of
operations containing a statement of assets and liabilities and statements of operations and of
changes in net assets of the 4M Fund prepared in conformity with generally accepted accounting
principals and (ii) an opinion of an independent certified public accountant on such financial
statements based on an examination of the books and records of the 4M Fund made in
accordance with generally accepted auditing standards. A signed copy of such report and
opinion shall be. filed with the Trustees within ninety (90) days after the close of the period
covered thereby. Copies of such reports shall be mailed to all Participants of record within a
reasonable period preceding the annual meeting or vote of the Participants. The Trustees shall,
• in addition, furnish to the Participants, at least quarterly, an interim report containing an
unaudited balance sheet of the Fund as at the end of such quarterly period and statements of
operations and changes in net assets for the period from the beginning of the then current fiscal
year to the end of such quarterly period.
ARTICLE IX
Trustees and Officers
9.01 Number and Qualification.
(a) The Board of Directors of the League of Minnesota Cities shall be the
governing body of the 4M Fund and shall be the Board of Trustees. The by-laws and
constitution of the League of Minnesota Cities shall govern the operation and make-up of the
Trustees and Officers of the 4M Fund.
(b) The Trustees, in their capacity as Trustees, shall not be required to devote
their entire time to the business and affairs of the 4M Fund.
is
27
(c) The Executive Director of the League of Minnesota Cities may be an ex •
officio non-voting member of the Board of Trustees.
9.02 Meetings.
(a) Meetings of the Trustees shall be held from time to time upon the call of the
Chairman, the Vice Chairman, the Secretary or any two trustees. Regular meetings of the
Trustees may be held without call or notice at a time and place fixed by the by-laws or by
resolution of the Trustees. Notice of any other meeting shall be mailed or otherwise given not
less than 48 hours before the meeting but may be waived in writing by any Trustee either before
or after such meeting. Any notice required by any "open meeting", "sunshine" or similar Law,
whether now or hereafter in effect, shall also be given. The attendance of a Trustee at a
meeting shall constitute a waiver of notice of such meeting except where a Trustee attends a
meeting for the express purpose of objecting to the transaction of any business on the ground
that the meeting has not been lawfully called or convened. The Trustees may act with or, if
permitted by applicable Law, without a meeting. A quorum for all meetings of the Trustees
shall be a majority of the Trustees. Subject to Section 2.14 hereof and unless specifically
provided otherwise in this Declaration of Trust, any action of the Trustees may be taken at a
meeting by vote of a majority of the Trustees present (a quorum being present) or, if permitted
by applicable Law, without a meeting, by written consents of a majority of the Trustees. Any
agreement or other instrument or writing executed by one or more of the Trustees or by any
authorized Person shall be valid and binding upon the Trustees and upon the 4M Fund when
authorized or ratified by action of the Trustees as provided in this Declaration of Trust.
(b) Any committee of the Trustees may act with or without a meeting. A quorum •
for all meetings of any such committee shall be a majority of the members thereof. Notice of
such meeting, including such notice as may be required by an "open meeting", "sunshine" or
similar Law, shall be given as provided in Section 9.02 (a). Unless otherwise specifically
provided in this Declaration of Trust, any action of any such committee may be taken at a
meeting by vote of a majority of the members present (a quorum being present) or, without a
meeting, by written consent of a majority of the members.
(c) With respect to actions of the Trustees and any committee thereof, Trustees
who are affiliated within the meaning of Section 2.14 hereof or otherwise interested in any
action to be taken may be counted for quorum purposes under this Section 9.02 and shall be
entitled to vote.
(d) All or any one or more Trustees may, if permitted by applicable Law,
participate in a meeting of the Trustees or any committee thereof by utilizing conference
telephone or similar communications equipment by means of which all persons participating in
the meeting, including members of the public, can hear each other and participate in a meeting
pursuant to such communications shall constitute presence in person at such meeting. The
minutes of any meeting of Trustees held by utilizing such communications equipment shall be
prepared in the same manner as those of a meeting of Trustees held in person.
9.03 Officers. The Trustees shall annually elect, from among their numbers, a Chairman •
who shall be the chief officer of the 4M Fund and a Vice Chairman who shall have such duties
as the Trustees shall deem advisable and appropriate. The Trustees may elect or appoint, from
28
among their number or otherwise, or may authorize the Chairman to appoint a Treasurer and
• a Secretary, one or more Assistant Secretaries and Assistant Treasurers and such other officers
or agents, who shall have such powers, duties and responsibilities as the Trustees may deem to
be advisable and appropriate. Two or more offices, except those of Chairman, Vice Chairman,
Treasurer and Secretary, may be held by the same person. The Treasurer and the Secretary,
if not themselves Trustees, shall attend meetings of the Trustees but shall have no voting power
thereat.
9.04 Committees. The Trustees may elect from time to time from their own number
committees consisting of one or more persons, the number composing such committees and the
powers conferred upon the same to be determined by vote of the Trustees.
9.05 Rogrts. The Trustees shall cause to be prepared at least annually (i) a report of
operations containing a statement of assets and liabilities and statements of operations and of
changes in net assets of the 4M Fund prepared in conformity with generally accepted accounting
principles and (ii) an opinion of an independent certified public accountant on such financial
statements based on an examination of the books and records of the 4M fund made in accordance
with generally accepted auditing standards. A signed copy of such report and opinion shall be
3: filed with the Trustees within ninety (90) days after the close of the period covered thereby.
Copies of such reports shall be mailed to all Participants of record within a reasonable period
preceding the annual election of Trustees. The Trustees shall, in addition, furnish to the
participants, at least quarterly, an interim report containing an unaudited balance sheet of the 4M
Fund as at the end of such quarterly period and statements of operations and changes in net
• assets for the period from the beginning of the then current fiscal year to the end of such
quarterly period.
ARTICLE X
Determination of Net Asset Value and Net Income: Distributions to Participants
10.01 Net Asset Value. The net asset value of each allocated Share of the 4M Fund shall
be determined once on each business day at such time as the Trustees by resolution may
determine. The method of determining net asset value shall be established by the Trustees and
shall be set forth in the Information Statement as the same may be amended from time to time.
The duty to make the daily calculations may be delegated by the Trustees to the Adviser, the
Administrator, the Custodian or such other Person as the Trustees by resolution may designate.
10.02 Constant Net Asset Value: Reduction of i}leeated OutstandingSh�are_s.
(a) In furtherance and not in limitation of the provisions of Section 10.01 hereof.
the Trustees may designate that one or more Portfolios shall be governed by the provisions of
this Section 10.02 The Trustees shall have full and complete power to determine the net income
(including unrealized gains and losses on the portfolio assets) of the 4M Fun Portfolio once on
each business day and, upon each such determination such
is net income shall be credited proportionately to the accounts of the Participants in such a manner
and with the result that the net asset value per Share of the 4M Fund Portfolio shall remain at
a constant dollar value. The aeegeg_neral method used for the determination of the net
29
income of the 4M Fund Portfoli and the crediting thereof proportionately to the respective .
accounts of the Participants shall be determined by the Trustees and shall be set forth in the
Information Statement as the same may be amended from time to time or in the applicable
Certificate of Designation._ The duty to make the daily calculations may be delegated by the
Trustees to the Adviser, the Administrator, the Custodian or such other Person as the Trustees
by resolution may designate. Unless the Trustees determine otherwise, fluctuations in value will
be reflected in the number of allocated and outstanding Shares e4loeated to eaeh Paflieipffitt in
each Participant's account. If there is a net loss, the Trustees shall first offset such amount
against income accrued to each Participant. To the extent that such a net loss exceeds such
accrued income, the Trustees shall reduce the aggr-egate number of the 4M Fund's
Portfolio's issued and outstanding Shares in an amount equal to the amountmquir-ed in order.
Slimes by which the net loss exceeds accrued income by having each Participant contribute to
the Portfolio's opital its pro rata portion of the total number of Shares required to be cancelled
in order to permit the net asset value per Share of the Portfolio to be maintained at a constant
dollar value. Each Participant will be deemed to have agreed to such r-eduetien contribution in
such circumstances by its investment in the 4M Fund and the Portfolio and its adoption of this
Declaration of Trust. The purpose of the foregoing procedure is to permit the net asset value
per Share of the 4M Fund Portfolio to be maintained at a constant dollar value per Share.
(b) The Trustees may discontinue or amend the practice of attempting to maintain
the net asset value per Share at a constant dollar amount at any time and such modification shall
be evidenced by appropriate changes in the Information Statement as the same may be amended •
from time to time or in the applicable Certificate of Desi ng ation.
10.03 Supplementary Distributions to Participants. In addition to withdrawals made at the
request of individual Participants pursuant to Section 6.05 hereof, the Trustees may from time
to time also declare and make to the Participants, in proportion to their respective allocation of
Shares, out of the earnings, profits or assets in the hands of the Trustees, such supplementary
distributions and the determination of earnings, profits, and other funds and assets available for
supplemental distributions and other purposes shall lie wholly in the discretion of the Trustees
and may be made at such time and in such manner as the Trustees may in their sole discretion
from time to time determine. Any or all such supplementary distributions may be made among
the Participants of record at the time of declaring a distribution or among the Participants of
record at such other date as the Trustees shall determine.
10.04 Retained Reserves. The Trustees may retain from the gross income of the 4M Fund
such amount as they may deem necessary to pay the debts and expenses of the 4M Fund and to
meet other obligations of the 4M Fund, and the Trustees shall also have the power to establish
such reasonable reserves as they believe may be required.
•
30
• ARTICLE XI
Custodian
11.01 Duties. The Trustees shall employ a bank or trust company organized under the
Laws of the United States of America or the State of Minnesota having an office in the State of
Minnesota and having a capital and surplus aggregating at least twenty-five million dollars
($25,000,000) as Custodian with authority as its agent, but subject to such restrictions,
limitations and other requirements, if any, as may be contained in the By-Laws of the 4M Fund
to perform the duties set forth in the Custodian Agreement to be entered into between the 4M
Fund and the Custodian, or as may be imposed by Law.
11.02 Appointment. The Trustees shall have the power to select and appoint the Custodian
or Custodians for the 4M Fund or any of its portfolios. The Custodian Agreement shall provide
that it may be terminated at any time without cause and without the payment of any penalty by
the 4M Fund on sixty (60) days' written notice to the Custodian.
11.03 Custodian Agreement. In addition to containing such other provisions as the Trustees
F may deem appropriate, the Custodian Agreement shall provide that all investments constituting
4M Fund Property shall be held in safekeeping in the manner required by Law, including,
r_ without limitation, Minnesota Statutes, Section 475.66, Subdivision 2.
• 11.04 Agents of Custodian. The Trustees may also authorize the Custodian to employ one
or more agents from time to time to perform such of the acts and services of the Custodian and
upon such terms and conditions, as may be agreed upon between the custodian and such agent
and approved by the Trustees; provided, however, that, in every case, such agent shall be a bank
or trust company organized under the Laws of the United States of America or one of the States
thereof having capital and surplus aggregating at least twenty-five million dollars ($25,000,000).
11.05 Successors. In the event that, at any time, the Custodian shall resign or shall be
terminated pursuant to the provisions of the Custodian Agreement, the Trustees shall appoint a
successor thereto.
11.06 Custodian as Depository for Participants. Each Participant hereby designates the
Custodian as a depository for funds of the Participant.
•
31
ARTICLE XII
Recording of Declaration of Trust •
12.01 Recording. This Declaration of Trust and any amendment hereto shall be filed,
recorded or lodged as a document of public record in such place or places and with such official
or officials as may be required by Law or as the Trustees may deem desirable. Each
amendments so filed, recorded or lodged shall be accompanied by a certificate signed and
acknowledged by a Trustee stating that such action was duly taken in the manner provided for
herein; and unless such amendment or such certificate set forth some earlier or later time for the
effectiveness of such amendment, such amendment shall be effective upon its filing. An
amended Declaration of Trust, containing or restating the original Declaration and all
amendments theretofore made, may be executed any time or from time to time by a majority of
the Trustees and shall, upon filing, recording or lodging in the manner contemplated hereby, be
conclusive evidence of all amendments contained therein and may thereafter be referred to in
lieu of the original Declaration of Trust and the various amendments thereto. Notwithstanding
the foregoing provisions of this Section 12.01, no filing or recordation pursuant to the terms of
this Section 12.01 shall be a condition precedent to the effectiveness of this Declaration of Trust
or any amendment hereto.
ARTICLE XIII
Amendment or Termination of 4M Fund: Duration of Fund
13.01 Amendment or Termination. •
(a) The provisions of this Declaration of Trust may be amended or altered (expect
as to the limitations on personal liability of the Participants and Trustees and the prohibition of
assessments upon Participants), or the 4M Fund may be terminated, at any meeting of the
Participants or pursuant to any vote of the Participants called for that purpose, by the affirmative
vote of a majority of the Participants entitled to vote, or if permitted applicable Law, by an
instrument or instruments in writing, without a meeting, signed by a majority of the Trustees
and a majority of the Participant; provided, however, that the Trustees may, from time to time
by a two-thirds vote of the Trustees, and after fifteen (15) days' prior written notice to the
Participants, amend or alter the provisions of this Declaration of Trust, without the vote or
assent of the Participants, to the extent deemed by the Trustees in good faith to be necessary to
conform this Declaration to the requirements of applicable Laws or regulations or any
interpretation thereof by a court or other governmental agency or competent jurisdiction, but the
Trustees shall not be liable for failing to do so. Notwithstanding the foregoing, (i) no
amendment may be made pursuant to this Section 13.01 which would change any rights with
respect to any allocated Shares of the 4M Fund by reducing the amount payable thereon upon
liquidation of the 4M Fund or which would diminish or eliminate any voting rights of the
Participants, except with the vote or written consent of two-thirds of the Participants entitled to
vote thereon; and (ii) no amendment may be made which would cause any of the investment
restrictions contained in Section 4.02 hereof to be less restrictive without the affirmative vote
of a majority of the Participants entitled to vote thereon.
32
• (b) Upon the termination of the 4M Fund pursuant to this Section 13.01:
(i) The 4M Fund shall carry on no business except for the purpose of
winding up its affairs;
(ii) The Trustees shall proceed to wind up the affairs of the 4M Fund and
all of the powers of the Trustees under this Declaration of Trust shall continue until the affairs
of the 4M Fund shall have been wound up, including, without limitation, the power to fulfill or
discharge the contracts of the 4M Fund, collect its assets, sell, convey, assign, exchange,
transfer or otherwise dispose of all or any part of the remaining 4M Fund Property to one or
more persons at public or private sale for consideration which may consist in whole or in part
of cash, securities or the property of any kind, discharge or pay its liabilities, and do all other
acts appropriate to liquidate its affairs; provided, however, that any position of all or
substantially all of the 4M Fund Property shall require approval of the principle terms of the
transaction and the nature and amount of the consideration by affirmative vote of not less than
a majority of the Participants entitled to vote thereon; and
(iii) After paying or adequately providing for the payment of all liabilities,
and upon receipt of such releases, indemnities and refunding agreements, as they deem necessary
for their protection, the Trustees may distribute the remaining 4M Fund Property, in cash or in
End or partly in each, among the Participants according to their respective proportionate
allocation of Shares.
• (c) Upon termination of the 4M Fund and distribution to the Participants as herein
provided, a majority of the Trustees shall execute and lodge among the records of the 4M Fund
an instrument in writing setting forth the fact of such termination, and the Trustees shall
thereupon be discharged from all further liabilities and duties hereunder, and the right, title and
r interest of all Participants shall cease and be cancelled and discharged.
(d) A certification in recordable form signed by a majority of the Trustees setting
forth an amendment and reciting that it was duly adopted by the Participants or by the Trustees
as aforesaid or a copy of the Declaration, as amended, in recordable form, and executed by a
majority of the Trustees, shall be conclusive evidence of such amendment.
13.02 Power to Effect Reorganization. If permitted by applicable Law, the Trustees, by
vote or written approval of a majority of the Trustees, may select, or direct the organization of,
a corporation, association, trust or other Person with which the 4M Fund may merge, or which
shall take over the 4M Fund Property and carry on the affairs of the 4M Fund, and after
receiving an affirmative vote of not less than a majority of the Participants entitled to vote at any
meeting of the Participants, the notice for which includes a statement of such proposed action,
the Trustees may effect such merger or may sell, convey and transfer the 4M Fund Property to
any such corporation, association, trust or other Person in exchange for cash or shares or
securities thereof, or beneficial interest therein with the assumption by such transferee of the
liabilities of the 4M Fund; and thereupon the Trustees shall terminate the 4M Fund and deliver
such cash, shares, securities or beneficial interest ratably among the participants of this 4M
is Fund.
33
13.03 Duration. The 4M Fund shall continue in existence in perpetuity, subject in all •
respects to the provisions of the Article XIII.
ARTICLE XIV
Miscellaneous
14.01 Governing Law. This Declaration of Trust is executed by the Initial Participants and
delivered in the State of Minnesota and with reference to the Laws thereof, and the rights of all
parties and the validity, construction and effect of every provision hereof shall be subject to and
construed according to the Laws of said State of Minnesota.
14.02 Counterparts. This Declaration of Trust may be executed in several counterparts,
each of which when so executed shall be deemed to be an original, and such counterparts,
together, shall constitute but one and the same instrument, which shall be sufficiently evidenced
by any such original counterpart.
14.03 Reliance by Third Parties. Any certificate executed by an individual who, according
to the records of the 4M Fund, or of any official or public body or office in which this
Declaration of Trust may be recorded, appears to be a Trustee hereunder or the Secretary or the
Treasurer of the 4M Fund, certifying to: (i) the number or identity of Trustees or Participants;
(ii) the due authorization of the execution of any instrument or writing; (iii) the form of any vote
passed at a meeting of Trustees or Participants or taken pursuant to a vote of Participants; (iv) •
the fact that the number of Trustees or Participants present at any meeting or executing any
written instrument satisfies the requirements of this Declaration of Trust; (v) the form of any
By-Law adopted by or the identity of any officers elected by the Trustees; or (vi) the existence
of any fact or facts which in any manner relate to the affairs of the 4M Fund, shall be conclusive
evidence as to the matters so certified in favor of any Person dealing with the Trustees or any
of them or the 4M Fund and the successors of such Person.
14.04 Provisions in Conflict with Law. The provisions of this Declaration of Trust are
severable, and if the Trustees shall determine, with the advice of counsel, that any one or more
of such provisions (the "Conflicting Provisions") are in conflict with applicable federal or
Minnesota Laws, the Conflicting Provisions shall be deemed never to have constituted a part of
this Declaration of Trust; provided, however, that such determination by the Trustees shall not
affect or impair any of the remaining provisions of this Declaration of Trust or render invalid
or improper any action taken or omitted (including, but not limited to, the election of Trustees)
prior to such determination.
14.05 Gender: Section Headings.
(a) Words of the masculine gender shall mean and include correlative words of
the feminine and neuter genders and words importing the singular number shall mean and
include the plural number and vice versa.
(b) Any headings preceding the texts of the several Articles and Sections of this •
Declaration of Trust and any table of contents or marginal notes appended to copies hereof, shall
34
• be solely for convenience of references and shall neither constitute a part of this Declaration of
Trust nor affect its meaning, construction or effect.
14.06 Afttion by Municipalities Electing to Become Additional Participants: Resignation
of Participants.
(a) Any Municipality meeting the requirements of Section 1.02 hereof, may
become an additional Participant of this 4M Fund by (i) taking any appropriate official action
to adopt this Declaration of Trust, (ii) furnishing the Trustees with satisfactory evidence that
such official action has been taken, and (iii) if requested by the Trustees, providing the Trustees
with an opinion of counsel to the effect that such party desiring to become a Participant of the
4M Fund is a Municipality as defined herein. A copy of this Declaration of Trust may be
adopted by executing a written instrument of adoption in such form as may be prescribed by the
Trustees. Delivering an acknowledged copy of such instrument shall constitute satisfactory
evidence of the adoption contemplated by this Section 14.06.
(b) Any Participant may resign and withdraw from the 4M Fund by sending a
written notice to such effect to the Chairman of the 4M Fund and the Administrator and by
requesting the withdrawal of all funds then credited to its account within the 4M Fund. The
written notice shall be in the form of a certified resolution of the Municipality Board or Council
of the Participant, stating the Municipality Board or Council's intention to resign from the 4M
Fund. Such resignation and withdrawal shall become effective upon the receipt thereof by the
Chairman of the 4M Fund and the Administrator. No resignation and withdrawal by a
Participant shall operate to annul this Declaration of Trust or terminate the existence of the 4M
Fund.
ry ,
the undersigned Munieipalities ef the State of Minnesota, aefin
w ,
Tlusi-as--v=F the - d ..c n as e f .1 ieh date this Teela mfien of
Trust shall tai e, -'aFull fer-ee —d-Engel.
By
its
and
its
By
its
and
its
35
Exhibit A •
MINNESOTA MUNICIPAL MONEY MARKET FUND
Certificate of Designation
The Trustees of the Minnesota Municipal Money Market Fund (the "4M Fund") by action taken
by them on the day of , 19 , pursuant to the authority vested in them
by the Participants of the 4M Fund in accordance with the Declaration of Trust of the 4M Fund
do hereby adopt this Certificate of Designation authorizing and establishing a Portfolio (and/or
a series of Shares) of the 4M Fund.
The terms of such Portfolio (the "Portfolio") shall be as follows:
1. Nomenclature. The Portfolio shall be known and referred to as
2. Date of Establishment. The Portfolio shall be established as of
3. Duration. The duration of the Portfolio shall be
4. Portfolio Participants. The Participant or Participants that may participate in the
Portfolio (the "Portfolio Participants") are
5. Investments. The nature of the investments in which fund of the Portfolio Participant
or Participants placed in the Fund with respect to the Portfolio may be invested is
6. Trustees and Custodians. The Trustees of the Fund designated as the Trustees
assigned to the Portfolio are
Such designated Trustees are hereby appointed by each of the Portfolio Participants as the
official custodians (within the meaning of Section 564.8 of Title 12 of the Code of Federal
Regulations or an applicable successor provision) of the assets of the Portfolio Participants
placed in the 4M Fund with respect to the Portfolio.
7. Average Weighted Maturity. In accordance with Section 4.02 (iii)of the Declaration
of Trust of the 4M Fund, the average dollar weighted maturity of the Portfolio is intended to
be no greater than
8. Net Asset Value. The method of determining the net asset value of the Portfolio is
9. Other Terms. (Insert a description of any other terms applicable to the Portfolio.)
10. Declaration of Trust. To the extent not specifically set forth in this Certificate of
Designation, the terms of the Portfolio and the rights of the Portfolio Participants shall be
governed by the Declaration of Trust of the 4M Fund of which this Certificate of Designation
is deemed to be an integral part.
11. Definitions. Terms and phrases not otherwise defined in this Certificate of
Designation shall have the definitions given to them in the Declaration of Trust.
IN WITNESS WHEREOF, the Trustees of the 4M Fund have caused this Certificate of
Designation to be executed by the undersigned officers of the Fund, such officers having been
thereunto duly authorized.
The Trustees of the Minnesota Municipal Money Market Fund
Attest*
(Fund Seal)
7�.
Authorized Signato Authorized Signat