Trust Fund # 1323 - Protestant Episcopal Bishop of San Joaquin a Corporation Sole, St. Clare’s, Avery, Feathers Trust
Resolution text
Resolved, that Trust Fund # 1323, Protestant Episcopal Bishop of San Joaquin a Corporation Sole, St. Clare’s, Avery, Feathers Trust, be established as an investment account for the Diocese of San Joaquin, CA, which may withdraw principal and/or income upon request and may add to the principal at its discretion.
Explanation
Trust Fund # 1323 Protestant Episcopal Bishop of San Joaquin, a Corporation Sole, St. Clare’s, Avery, Feathers Trust (2022)
This fund was established with $374,863.73 as an investment account by the Diocese of San Joaquin, CA. This is a custodial-type fund, meaning that DFMS is not trustee for these funds but as custodian is providing the owner (Diocese of San Joaquin, CA) with access to investment management through DFMS endowment. The owner may add to or withdraw principal funds at its discretion.