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
Investment Committee Material
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