The Foundations Investment Policy outlines investment strategy and details the Target Asset Allocation model for the portfolio.The Foundation manages over 40 funds for the benefit of foundations, parishes, schools, and other institutions including:
The Episcopal Diocese of Dallas
Cathedral Church of St. Matthew, Dallas
E.D. Farmer Foundation, Dallas
Episcopal Church of the Redeemer, Irving
Gaston Episcopal Hospital Foundation
Good Shepherd Episcopal Church, Terrell T
he Incarnation Foundation, Dallas
Mausoleum and Columbarium, Flower Mound
Our Merciful Saviour Episcopal Church, Kaufman
Parish Episcopal School, Dallas
St. James’ Church, Texarkana
St. John’s Episcopal Church, Dallas
St. John’s Episcopal School, Dallas
St. Luke’s Episcopal Church, Denison
St. Paul’s Episcopal Church, Dallas
Trinity Episcopal Church, Fort Worth