TrusT Funds Book 2009 - Episcopal Church

Number Name/Description Type
Princ.
Restr.
Inc. Income
Restr. Class
Shares
12/31/09
Mkt. Value
12/31/08
Mkt. Value
12/31/09
180.00 Thomas, Bessie Moorhead,
Memorial Fund (1906) No. 2, A
Special
Endowment Donor UN 200 12,172.222 $184,849 $218,274
Under Declaration of Trust. Income to be used to pay pensions to dependent
relatives of deceased officers or employees of the Missionary Society. If not
needed in any year, income to be used for general purposes of the Society.
181.00 Thomas, Bessie Moorhead, Trustee Donor R 120 $0
Memorial Fund (1906) No. 3,
Reserve Deposit Fund
Under Declaration of Trust. Principal available as collected to protect credit
of Society. Income to be used to pay interest on or reduce the principal of any
loan. Income not needed for the foregoing purpose to be used as Board of
Missions may determine. Since November 1989 this fund has been part of
what is now called the Economic Justice Loan Fund (see Treasurer's Report),
which consists of unrestricted DFMS endowment funds set aside by Executive
Council for the purposes of socially-responsible investment, in response to
Resolution C-030a of the 1988 General Convention.
182.00 Butterworth, Mrs. John F.,
Dresden, Germany (1907) No. 2,
Gift of, A Special
Endowment Donor R 225 359.695 $5,462 $6,450
In memory of Peter S. and Susan R. Duryea, by their daughter. To endow a
free bed in St. Luke's Hospital (now St. Luke's and St. Elizabeth's Hospital),
Shanghai, China. Since 1951, the income has been used for work among the
Chinese of the Dispersion.
183.00 Dwight, Edmund Parsons, Endowment Board R 210 22,051.879 $334,884 $395,437
Philadelphia, PA (1907) Bequest of
Designated by the Board as "The Edmund Parsons Dwight Fund." This fund
resulted from a legacy which the decedent directed to be "used for the
establishment of the Christian religion, that the light of the Gospel may be
made to shine more perfectly." This fund was an outright legacy, for a
particular purpose, and is therefore not donor-restricted.
184.00 Jefferys, C.P.B., Philadelphia, PA
(1907) No. 3, Gift of, A Special
Endowment Donor R 225 429.971 $6,530 $7,710
Originally "To endow 'The Max Jefferys Surgical Bed,' in St. Luke's Hospital,
Shanghai, China." Since 1951, the income has been used for work among the
Chinese of the Dispersion.
Trust Funds Report 2009
43
Trust Funds Report 2009 43