The Budget for the Mission of the Church
In the Diocese of New Jersey Exhibit IV: Trust Funds of the Diocese
Name of Fund General Funds Eisenhart Fund VIM Endowment Fund Harriet Procter Matthews Fund Loan Funds Emergency Loan Fund Shannon Trust Capital & Revolving Fund R. Bowden Shepherd Fund VIM Loan Fund Endowment Funds DeVoe Fund Mary N. Perce Fund Miscellaneous Funds Operating Funds Katherine W. Kean Legacy Bishop Knight Memorial Fund Harold E. Pancoast Estate Stevens & Conover Fund Eleanor Merritt Estate Episcopal Fund Endowment Fund TCP Property Funds Episcopal Residence Fund RB & RW Shepherd Fund Mission Funds Missionary Fund T.A. Conover Memorial Fund Mary C. Bishop Fund Edgar Cummings Sanborn Fund Malcolm Stoney Estate S. Robinson Knight Estate Helen Parkhill Fund Conference Funds Bruker Fund Berkeley Twp. Prop. Fund DIT Shares, Dec. 31, 2004 Market Value, Dec. 31, 2004 2005 Income
53,828.88 70,031.61 86,118.64
2,323,254 3,022,564 3,716,881
103,351 134,461 160,511
n.a. 7,743.03 n.a. n.a. n.a.
25,000 334,189 303,962 224,163 471,360
n.a. 14,867 2,277 1,730 3,738
1,831.00 26.00 4,202.09
79,026 1,122 181,362
3,516 50 8,068
12,956.00 222.00 4,202.00 37.00 649.00 5,521.87 489.78
559,181 9,582 181,358 1,597 28,011 238,324 21,139
24,876 426 8,068 71 1,246 10,602 940
2,310.01 5,846.96
99,700 252,355
4,435 11,226
2,218.28 747.00 287.00 118.00 5,292.38 1,934.37 1,355.10
95,741 32,241 12,387 5,093 228,419 83,487 58,486
4,259 1,434 551 227 10,161 3,714 2,602
8,056.00 304.00
347,697 13,121
15,468 584
The Budget for the Mission of the Church
In the Diocese of New Jersey Exhibit IV: Trust Funds of the Diocese
Name of Fund Education Funds Mary E.H. Pullan Fund Walter P. Wilson Fund Walter C. Scott Fund Walters Scholarship Fund Walters Scholarship Fund Etta V. Shur Estate Emma T. Theurer Fund Van Duzer Scholarship Fund Clergy, Widows & Orphans Funds Aged & Infirm Clergy Fund Aged & Infirm Clergy Fund Widows & Orphans Fund Widows & Orphans Fund Eleanor B. Trend Estate Rebecca W. Shepherd Fund H. Martin Estate New Church Funds St Mark's Carteret St. Andrews Highlands Georgina M.E. Bevan Estate City Ministry Funds St. James Fund (Atlantic City) Elizabeth Fund Plainfield Fund Campus Ministry Funds Wm. A. Proctor Foundation St. Andrew's, Lambertville Funds Herbert Stanley Smith Fund Evergreens Funds Fenton Memorial Fund Leona Truax Scott Fund Evergreens Fellowship Fund Special Funds Jane O. P. Turner Fund Mary C. O'Neil Fund Christian Knowledge Society Hunger Task Force DIT Shares, Dec. 31, 2004 Market Value, Dec. 31, 2004 2005 Income
1,502.22 472.54 749.49 1,751.95 n.a. n.a. 10,484.40 1,917.50
64,836 20,395 32,348 75,614 n.a. n.a. 452,507 82,759
2,884 907 1,439 3,364 47,702 3,676 20,130 3,682
4,166.67 6,744.33 8,333.33 5,767.67 90.00 345.66 76.00
179,833 291,085 359,667 248,933 3,884 14,919 3,280
8,000 12,949 16,000 11,074 173 664 146
995.00 6,115.81 n.a.
42,944 263,958 427,047
1,910 11,454 12,384
35,983.60 8,069.57 7,817.75
1,553,052 348,283 337,414
67,657 15,494 14,949
61,044.70
2,634,689
117,206
1,508.00
65,085
2,895
10,289.00 326.00 33,496.86
444,073 14,070 1,445,724
19,755 626 64,793
20,499.28 628.66 799.00 131.45
884,749 27,133 34,485 5,673
38,736 1,177 1,534 246
The Budget for the Mission of the Church
In the Diocese of New Jersey Exhibit IV: Trust Funds of the Diocese
Name of Fund Bishop's Trust Funds Elizabeth Ink Fund Louisa S. Vought Fund Edward Baker Fund Juliana Conover Legacy Merritt Memorial Fund Hanford Smith Legacy Josiah Robbins Fund Theodore Eisele Estate H.L. Chattin Gift Carl J. Holinger Fund Talcott Fund Elizabeth R. H. Douglas Estate McKee Swift Memorial Fund Jay B. Thomlinson Estate Archdeacon's Trust Funds Montgomery Legacy Diademia Perce Legacy Christ Church, Waterford DIT Shares, Dec. 31, 2004 Market Value, Dec. 31, 2004 2005 Income
568.75 868.54 408.24 530.93 250.23 111.01 40.02 42.03 151.80 19.03 60.80 772.78 8.50 86.15
24,547 37,486 17,620 22,915 10,800 4,791 1,727 1,814 6,552 821 2,624 33,353 367 3,718
1,092 1,668 784 1,019 480 213 77 81 291 37 117 1,484 16 165
90.86 319.09 137.38
3,922 13,772 5,929
174 587 264
Trust Fund Totals
Total DIT Investment All Funds: Value & Income 510,900.58 22,050,469 23,502,001 980,929 1,045,613
The Budget for the Mission of the Church
In the Diocese of New Jersey Exhibit IV: Trust Funds of the Diocese
Other Restrictions
small churches & clergy crises program
temporary loans
diocesan house youth
diocesan property missions: land & building purchase
small churches
The Budget for the Mission of the Church
In the Diocese of New Jersey Exhibit IV: Trust Funds of the Diocese
Other Restrictions
seminary scholarship seminary for students native to NJ seminary scholarship seminary scholarship seminary scholarship male seminarians youth
widows, widowers & orphans of clergy widows, widowers & orphans of clergy widows, widowers & orphans of clergy
university ministry
Children with terminal or incurable diseases charitable purposes bibles, prayer books
The Budget for the Mission of the Church
In the Diocese of New Jersey Exhibit IV: Trust Funds of the Diocese
Other Restrictions
healing children discretionary fund clergy discretionary fund missionary work discretionary fund discretionary fund discretionary fund discretionary fund discretionary fund discretionary fund discretionary fund discretionary fund
mission mission mission