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As Of Filer Filing For·On·As Docs:Size Issuer Filing Agent 9/16/20 Boston Trust Walden Funds POS EX 9/16/20 13:972K Toppan Merrill/FA |
Document/Exhibit Description Pages Size
1: POS EX Post-Effective Amendment Filed Solely to Add HTML 131K
Exhibits
2: EX-99.(A)(1) Miscellaneous Exhibit HTML 199K
3: EX-99.(A)(2) Miscellaneous Exhibit HTML 15K
4: EX-99.(D)(6) Miscellaneous Exhibit HTML 35K
5: EX-99.(E)(4) Miscellaneous Exhibit HTML 21K
7: EX-99.(G)(10) Miscellaneous Exhibit HTML 19K
6: EX-99.(G)(6) Miscellaneous Exhibit HTML 25K
9: EX-99.(H)(10) Miscellaneous Exhibit HTML 29K
10: EX-99.(H)(14) Miscellaneous Exhibit HTML 37K
11: EX-99.(H)(16) Miscellaneous Exhibit HTML 38K
12: EX-99.(H)(18) Miscellaneous Exhibit HTML 41K
13: EX-99.(H)(22) Miscellaneous Exhibit HTML 93K
8: EX-99.(H)(5) Miscellaneous Exhibit HTML 21K
AMENDMENT TO
CUSTODY AGREEMENT
This Amendment (the “Amendment”), made as of August 18, 2020, amends the Custody Agreement between Boston Trust Walden Company (formerly Boston Trust & Investment Management Company), a banking and trust company organized under the laws of the Commonwealth of Massachusetts (the “Custodian”) and Boston Trust Walden Funds (formerly The Boston Trust & Walden Funds), a business trust organized under the laws of the Commonwealth of Massachusetts (the “Trust”), as amended and restated on March 23, 1999, May 24, 2012, December 6, 2012, March 16, 2016 and September 4, 2019 (the “Agreement”). All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
WHEREAS, the parties mutually wish to amend the Agreement pursuant to this Amendment to update Schedule A, effective September 30, 2020, to reflect (1) the name changes and re-designation of the funds listed below; and (2) the merger of Walden Small Cap Fund into Boston Trust Walden Small Cap Fund, as follows:
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Current Name |
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Re-Designated Name |
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Walden Balanced Fund |
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Boston Trust Walden Balanced Fund |
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Walden Equity Fund |
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Boston Trust Walden Equity Fund |
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Walden Midcap Fund |
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Boston Trust Walden Midcap Fund |
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Walden SMID Cap Fund |
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Boston Trust Walden SMID Cap Fund |
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Boston Trust Small Cap Fund |
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Boston Trust Walden Small Cap Fund |
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Walden Small Cap Fund |
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N/A. Series merged into Boston Trust Walden Small Cap Fund in April 2020. |
NOW, THEREFORE, in consideration of the mutual covenants and promises hereinafter contained and for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the Custodian and Trust hereby agree as follows:
1. Effective Date.
The effective date of this Amendment (the “Effective Date”) shall be September 30, 2020.
2. Schedule A Changes.
The Agreement is hereby updated to delete in its entirety the previous Schedule A and replace it with the amended Schedule A attached to the end of this amendment.
3. Miscellaneous.
This Amendment supplements and amends the Agreement. The provisions set forth in this Amendment supersede all prior negotiations, understandings and agreements bearing upon the subject matter covered herein. Each reference to the Agreement in this Amendment and in every other agreement, contract or instrument to which the parties are bound, shall hereafter be construed as a reference to the Agreement as amended by this Amendment. No amendment or modification to this Amendment shall be valid unless made in writing and executed by both parties hereto.
IN WITNESS WHEREOF, the parties hereto have caused this Amendment to the Custody Agreement to be duly executed on the day and year first above written to become effective on the Effective Date.
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Boston Trust Walden Company | |
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Signed: |
/s/ Lucia Santini |
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Name: |
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Title: |
Managing Director |
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Boston Trust Walden Funds | |
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Signed: |
/s/ Lucia Santini |
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Name: |
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Title: |
President |
Schedule A
Custody Agreement
between
Boston Trust Walden Company
and
Boston Trust Walden Funds
Name of the Fund
Boston Trust Asset Management Fund
Boston Trust Equity Fund
Boston Trust Midcap Fund
Boston Trust SMID Cap Fund
Boston Trust Walden Balanced Fund
Boston Trust Walden Equity Fund
Boston Trust Walden Midcap Fund
Boston Trust Walden SMID Cap Fund
Boston Trust Walden Small Cap Fund
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Boston Trust Walden Company |
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Boston Trust Walden Funds | ||
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Signed: |
/s/ Lucia Santini |
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Signed: |
/s/ Lucia Santini |
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Name: |
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Name: |
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Title: |
Managing Director |
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Title: |
President |
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Date: |
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Date: |
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| This ‘POS EX’ Filing | Date | Other Filings | ||
|---|---|---|---|---|
 | ||||
| 9/30/20 | 497K, NPORT-P | |||
| Filed on / Effective on: | 9/16/20 | |||
| 8/18/20 | ||||
| 9/4/19 | 497, 497K, POS EX | |||
| 3/16/16 | ||||
| 12/6/12 | N-CSRS | |||
| 5/24/12 | ||||
| 3/23/99 | ||||
| List all Filings | ||||
As Of Filer Filing For·On·As Docs:Size Issuer Filing Agent 4/29/24 Boston Trust Walden Funds 485BPOS 5/01/24 19:7.4M FilePoint/FA 4/24/23 Boston Trust Walden Funds 485BPOS 5/01/23 41:12M Toppan Merrill/FA 4/22/22 Boston Trust Walden Funds 485BPOS 5/01/22 41:11M Toppan Merrill/FA 7/02/21 Boston Trust Walden Funds 485BPOS 7/30/21 34:10M Toppan Merrill/FA 5/04/21 Boston Trust Walden Funds 485APOS¶ 5/04/21 2:2.3M Toppan Merrill/FA 4/22/21 Boston Trust Walden Funds 485BPOS 5/01/21 38:10M Toppan Merrill/FA |