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As Of Filer Filing For·On·As Docs:Size Issuer Agent 7/27/12 Boston Trust & Walden Funds 485BPOS 8/01/12 12:3.3M Merrill Corp-MD/FA → Boston Trust Asset Management Fund ⇒ BTBFX → Boston Trust Equity Fund ⇒ BTEFX → Boston Trust Midcap Fund ⇒ BTMFX → Boston Trust SMID Cap Fund ⇒ BTSMX → Boston Trust Walden Balanced Fund ⇒ WSBFX → Boston Trust Walden Equity Fund ⇒ WSEFX → Boston Trust Walden Midcap Fund ⇒ WAMFX → Boston Trust Walden Small Cap Fund ⇒ BOSOX → Boston Trust Walden SMID Cap Fund ⇒ WASMX → Walden Small Cap Fund ⇒ WASOX |
Document/Exhibit Description Pages Size 1: 485BPOS Post-Effective Amendment Filed Pursuant to HTML 1.54M Securities Act Rule 485(B) 2: EX-99.B(D)(4) Miscellaneous Exhibit HTML 20K 3: EX-99.B(E)(1) Miscellaneous Exhibit HTML 92K 4: EX-99.B(G)(4) Miscellaneous Exhibit HTML 20K 6: EX-99.B(H)(12) Miscellaneous Exhibit HTML 20K 7: EX-99.B(H)(17) Miscellaneous Exhibit HTML 71K 8: EX-99.B(H)(20) Miscellaneous Exhibit HTML 20K 5: EX-99.B(H)(4) Miscellaneous Exhibit HTML 144K 9: EX-99.B(I) Miscellaneous Exhibit HTML 12K 10: EX-99.B(J) Miscellaneous Exhibit HTML 8K 11: EX-99.B(P)(2) Miscellaneous Exhibit HTML 117K 12: EX-99.B(P)(4) Miscellaneous Exhibit HTML 109K
Exhibit 99.B(g)(4)
AMENDMENT TO
CUSTODY AGREEMENT
AMENDMENT made as of May 24, 2012, between The Boston Trust & Walden Funds (formerly, The Coventry Group), a Massachusetts business trust (the “Trust”) and Boston Trust & Investment Management Company (formerly, United States Trust Company), a Massachusetts chartered banking and trust company (“Custodian”), to that certain Custody Agreement, dated as of March 23, 1999, as amended, between the Trust and the Custodian. All capitalized terms used but not defined herein shall have the meanings given to them in the Agreement.
WHEREAS, the parties wish to update the Agreement to reflect changes in the names of the Trust and the Custodian;
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 Trust and the Custodian hereby agree as follows:
1. Name Change.
The Trust has changed its name to ‘The Boston Trust & Walden Funds” and Custodian has changed its name to “Boston Trust & Investment Management Company”. Therefore, all references in the Agreement to “The Coventry Group” shall mean “The Boston Trust & Walden Funds.” and all references to “United States Trust Company of Boston” shall mean “Boston Trust & Investment Management Company”.
2. Miscellaneous.
(a) 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, including any conflicting provisions of the Agreement or any provisions of the Agreement that directly cover or indirectly bear upon matters covered under this Amendment.
(b) Each reference to the Agreement in the Agreement (as it existed prior to 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. Except as provided in this Amendment, the provisions of the Agreement remain in full force and effect. No amendment or modification to this Amendment shall be valid unless made in writing and executed by both parties hereto.
(c) Paragraph headings in this Amendment are included for convenience only and are not to be used to construe or interpret this Amendment.
(d) This Amendment may be executed in counterparts, each of which shall be an original but all of which, taken together, shall constitute one and the same agreement.
IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be duly executed all as of the day and year first above written.
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THE BOSTON TRUST & WALDEN FUNDS | |
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By: |
/s/ Lucia Santini |
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Name: |
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Title: |
President |
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BOSTON TRUST INVESTMENT MANAGEMENT, INC. | |
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By: |
/s/ Lucia Santini |
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Name: |
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Title: |
Managing Director |
This ‘485BPOS’ Filing | Date | Other Filings | ||
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Effective on: | 8/1/12 | 497, 497J, 497K | ||
Filed on: | 7/27/12 | |||
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 9/16/20 Boston Trust Walden Funds POS EX 9/16/20 13:972K Toppan Merrill/FA |