TrusT Funds Book 2009 - Episcopal Church

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Number Name/Description Type Princ. Restr. Inc. Income Restr. Class Shares 12/31/09 Mkt. Value 12/31/08 Mkt. Value 12/31/09 27.00 Washburn, Edward A., Divinity Scholarship, New York, NY (1880) A Special Endowment Donor R 225 539.566 $8,194 $9,676 Originally a scholarship fund for St. John's College in Shanghai, endowed by the Women's Foreign Missionary Association of Calvary Church in New York City. Since 1951, the income has been used for work among the Chinese of the Dispersion. 28.00 Ely, William, Scholarship (1880) A Special Endowment Donor R 225 539.566 $8,194 $9,676 Originally a scholarship fund for St. John's College in Shanghai. Since 1951, the income has been used for work among the Chinese of the Dispersion. 29.00 Missionary Educational Fund (1880) Gift Endowment UN 100 260.457 $3,955 $4,671 Income for the education of native children. 30.00 North Carolina Scholarship (1881) A Special Endowment Donor R 225 348.896 $5,298 $6,256 Originally a scholarship fund for the Bridgeman Memorial School (later merged into St. Mary's School) in Shanghai. Since 1951, the income has been used for work among the Chinese of the Dispersion. 31.00 Boone, Bishop, Memorial Scholarship (1881) No. 1, Gift of, A Special Endowment Donor R 225 431.649 $6,555 $7,740 Originally a scholarship fund for St. John's College in Shanghai. Since 1951, the income has been used for work among the Chinese of the Dispersion. 32.00 Heywood, Mrs. Hannah S.K., Andover, MA (1882) No. 1, Bequest of Endowment Donor R 211 179.860 $2,731 $3,225 Income to budget, restricted to domestic missions. 33.00 Heywood, Mrs. Hannah S.K., Andover, MA (1882) No. 2, Bequest of Endowment Donor R 212 179.860 $2,731 $3,225 Income to budget, restricted to foreign missions. 34.00 Chickering, Horatio, Memorial Divinity Scholarship (1883) A Special Trustee Donor R 8 438.757 $7,032 $7,868 To endow a divinity scholarship in Japan. 35.00 Nichols, Lucy, New Haven, CT (1883) Bequest of Endowment Donor R 13 196.028 $2,977 $3,515 Income restricted to "work among white people." Trust Funds Report 2009 23 Trust Funds Report 2009 23
Number Name/Description Type Princ. Restr. Inc. Income Restr. Class Shares 12/31/09 Mkt. Value 12/31/08 Mkt. Value 12/31/09 36.00 Nichols, George W., Norwalk, CT (1883) No. 1, Gift of Endowment Unrestr. R 211 179.857 $2,731 $3,225 Income to budget, for domestic missions. 37.00 African Boat Fund (1884) Gift Endowment Board R 9 183.599 $5,166 $3,292 This fund was originally established for the purchase and hiring of boats to be used in the work of the Cape Mount Station in Liberia but, effective October 2009, may also be used for any purpose of the Episcopal Church of Liberia as recommended by the Bishop and the Standing Committee. Income to the Diocese of Liberia. 38.00 Clarkson, Lavina, Divinity Scholarship, Potsdam, NY (1884) No. 1, A Special Endowment Donor R 225 899.265 $13,656 $16,126 This fund was originally established to endow a divinity scholarship in China. Since 1951, the income has been used for work among the Chinese of the Dispersion. 39.00 Clarkson, Ann Mary, Divinity Scholarship, Potsdam, NY (1884) No. 2, A Special Endowment Donor R 225 899.265 $13,656 $16,126 This fund was originally established to endow a divinity scholarship in China. Since 1951, the income has been used for work among the Chinese of the Dispersion. 40.00 Collins, F.K., Jane K., & W.S., Cleveland, OH (1884) Gift of Trustee Donor R 100 179.860 $2,731 $3,225 Income to be used for "education of Colored clergy in the South." 41.00 Missionary Bishops' Fund (1884) Endowment Board UN 212 3,916.268 $59,473 $70,227 This fund is held in conformity with the following resolution of General Convention: "Resolved, That the amount now in the hands of the Treasurer of the Board of Trustees of the Missionary Bishops' Fund be paid to The Domestic and Foreign Missionary Society of the Protestant Episcopal Church in the United States of America. The said Domestic and Foreign Missionary Society shall invest the funds thus paid over to it as a permanent fund for the general support of the missionary episcopate ...." Income to budget, restricted to foreign missions. 42.00 Hart, Walter Nichols, Scholarship (1884) A Special Trustee Donor R 100 359.695 $5,462 $6,450 Gift of Miss L. A. Nichols. Income for the education of Indian youth. 43.00 Curtis, Edwin E., Meriden, CT (1885) No. 1, Bequest of Endowment Donor R 212 359.695 $5,462 $6,450 Trust Funds Nos. 43, 44 and 45 resulted from three specific bequests of $1,000 each, under Mr. Curtis' will. Income to budget, restricted to foreign missions. 24 Trust Funds Report 2009 24 Trust Funds Report 2009
Page 1 and 2: Trust Funds Book 2009 The Domestic
Page 3 and 4: The Domestic & Foreign Missionary S
Page 5 and 6: PART I: ENDOWMENT Investment Object
Page 7 and 8: Asset Allocation Performance analyt
Page 9 and 10: Asset Asset Allocation by by Market
Page 11 and 12: The following table shows the trans
Page 13 and 14: Fixed Income Bond markets generally
Page 15 and 16: Domestic & Foreign Missionary Socie
Page 17 and 18: Pooled Income Funds PART II: CHARIT
Page 19 and 20: ECONOMIC JUSTICE PROGRAMMATIC INVES
Page 21 and 22: INVESTMENT COMMITTEE Mr. Joel Motle
Page 23 and 24: Number Name/Description Type Princ.
Page 25: Number Name/Description Type Princ.
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Index One: Trust Funds ordered by n
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Index Two: Trust Funds grouped by i
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Index Three: Trust Fund Income Clas
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Index Four: Trust Fund Income Class
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Index Four: Trust Fund Income Class
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Index Five: Trust Funds by subject
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TrusT Funds Book 2009 - Episcopal Church

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