Welcome to the Episcopal Foundation of Dallas Board information portal. Information contained herein is considered confidential and should not be discussed or disclosed with non-board members without authorization from the Board Chair.
Trustee Resource Handbook
Board Policies & Procedures
Board Meeting Materials
EFD 2025 Policies for Approval
EFD Bylaws Changes for Approval
Profile Performance August 2024
Board Meeting Materials 06.04.2024
2023 Audit Report to the Board
Sunwest Communications Proposal
Annual Conflict of Interest Form
Incarnation Place – Mission Moment
Incarnation House – Mission Moment
2022 Audit Report to the Board
Board Meeting Packet 03.01.2022
Investment Committee Material
Investment Committee Packet 05.07.25
Investment Committee Packet 02.05.25
Investment Committee Packet 11.06.24
Mercer/Vanguard Presentation 11.06.24
Investment Committee Packet 8.21.24
Mercer/Vanguard Presentation 8.21.24
Investment Committee Packet 5.1.24
Mercer/Vanguard Presentation 5.1.24
Investment Committee Packet 2.13.24
Investment Committee Packet 11.01.23
Vanguard Presentation 11.01.23
Investment Committee Packet 05.03.23
Vanguard Presentation 05.03.23
Investment Committee Packet 02.08.23
Vanguard Presentation 02.08.23
State Street Sample Performance Packet 02.08.23
Investment Committee Packet 11.2.22
Investment Committee Packet 8.30.22
Investment Committee Packet 5.4.22
Investment Committee Packet Revised 2.9.22
St. John’s Q4 2021 Performance Report
St. Thomas Q4 2021 Performance Report
Investment Committee Packet 11.3.21
Investment Committee Packet 07.22.21
Vanguard Presentation 07.22.21
Investment Committee Packet 5.5.21
Investment Committee Packet 2.10.21
Investment Committee Packet 11.11.20
Vanguard Presentation 11.11.20
Investment Commitee Packet 9.02.20
Investment Committee Packet 5.13.20
Investment Committee Packet 2.19.20
Investment Committee Packet 11.13.19
Vanguard Presentation 11.13.19
Investment Committee Packet 8.14.2019
Vanguard Presentation 8.14.2019
Audit & Administration Committee Materials
Audit & Admin Committee Meeting Materials 5.15.25
2024 Audit Report to the Board
2023 Audit Report to the Board
Audit & Administration Committee Packet 5.15.2023
Audit & Administration Committee Packet 5.9.2022
Audit & Administration Meeting Agenda 7.23.21
Audit & Administration Committee Packet 6.1.2020
Audit & Administration Committee Packet 6.5.2019