Trust Fund # 1269, Episcopal Diocese of Lexington Special Savings Account
Resolution text
Resolved, that Trust Fund # 1269, Episcopal Diocese of Lexington Special Savings Account, be established as an investment account for the Diocese of Lexington in Kentucky, which may withdraw principal and/or income upon request, and may add to the principal at its discretion.
Explanation
Trust Fund # 1269 Episcopal Diocese of Lexington Special Savings Account (2021)
This fund was established with $71,338.56 as an investment account by the Episcopal Diocese of Lexington, KY. This is a custodial-type fund, meaning that DFMS is not trustee for these funds but as custodian is providing the owner (Diocese of Lexington, KY) with access to investment management through DFMS endowment. The owner may add to or withdraw principal funds at its discretion.