Trust Fund # 1322 - Dean, Rector, Wardens, and Members of Trinity Cathedral
Resolution text
Resolved, that Trust Fund # 1322, Dean, Rector, Wardens, and Members of Trinity Cathedral be established as an investment account for Deans, Rectors, Wardens and Members of Trinity Episcopal Cathedral of San Jose, CA, which may withdraw principal and/or income upon request and may add to the principal at its discretion.
Explanation
This fund was established with $320,000.00 as an investment account by Dean, Rectors, Wardens and Members of Trinity Episcopal Cathedral of San Jose, CA. This is a custodial-type fund, meaning that DFMS is not trustee for these funds but as custodian is providing the owner (Dean, Rectors, Wardens and Members of Trinity Episcopal Cathedral of San Jose, CA) with access to investment management through DFMS endowment. The owner may add to or withdraw principal funds at its discretion.