Trust Fund #1267 – STPAAS Holmberg Fund, Kansas City, MO
Resolution text
Resolved, that Trust Fund # 1267, STPAAS Holmberg Fund be established as an investment account for St. Peter & All Saints Episcopal Church in Kansas City, MO, which may withdraw principal and/or income upon request and may add to the principal at its discretion.
Explanation
This fund was established with $74,226.54 as an investment account by St. Peter & All Saints Episcopal Church in Kansas City, MO. This is a custodial-type fund, meaning that DFMS is not trustee for these funds but as custodian is providing the owner (St. Peter & All Saints Episcopal Church in Kansas City, MO) with access to investment management through DFMS endowment. The owner may add to or withdraw principal funds at its discretion.