Trust Fund #1266 – St. Mark’s Episcopal Church,
Resolution text
Resolved, that Trust Fund # 1266, Dudt, Charmazel, Albuquerque, NM (2019) Bequest of (2020) be established as an investment account for St. Mark’s Episcopal Church in Albuquerque, NM, which may withdraw principal and/or income upon request, and may add to the principal at its discretion.
Explanation
This fund was established with $245,065.20 as an investment account by St. Mark’s Episcopal Church in Albuquerque, NM. This is a custodial-type fund, meaning that DFMS is not trustee for these funds but as custodian is providing the owner (St. Mark’s Episcopal Church in Albuquerque, NM ) with access to investment management through DFMS endowment. The owner may add to or withdraw principal funds at its discretion.