... and the -- and the willpower of the Institute to use its endowment and its long-term thinking to actually create change at a ... and not lose track of that. Because we have an endowment and we have the flexibility to be radically independent, we read more...

... February 4, 2013 5 ways because, you know, it's an endowment and it attracts a lot of interest from people who want read more...

... policy and procedures between the way in which the Trust endowment was invested and the Institute was invested was a ... -- Financial – The question of long-term maintenance of the endowment in relation to current social needs, costs and read more...

Category: Trust Histories

... theme. F. Economic 3. Original 1. The Trust manages its endowment separately, but in close cooperation, with the Institute. 2 ... The Trust’s endowment is focused on the long-term growth through a higher read more...

Category: Trust Histories
(05) Board Governance Draft November 24, 2003

... growth at Institute. It’s a mathematical fact that separate endowments, where one endowment grants to the corpus of another endowment, grow faster than if they were combined. If both funds ... of the Institute will be $63 million larger than had the endowments been combined in 1991. This will permanently add $3 read more...

Category: Trust Histories

... 3. Financial – The question of long-term maintenance of the endowment in relation to current social needs, costs and ... A. Termination of the Memorial Trust, with the Trust endowment transferred to the Institute and Trust programs integrated read more...

Category: Trust Histories

... would never be able to create another entity with an endowment in the future. Nobody knows what’s going to happen by 2021. ... External factors that impact both the Institute’s endowment and programs are also rapidly changing. Who knows what the read more...

Category: Trust Histories

... 10. By John E. Fetzer creating the Memorial Trust, the endowment of the Institute from 1991 to 2011 will have been increased ... twenty years will provide an additional $443 million to the endowment of the Institute by the end of said additional twenty years read more...

Category: Trust Histories

... Benefits Mandatory payout rate. If the Trust’s endowment were transferred to the Institute, the combined endowment ... Institute and the Trust has averaged 4.33% of the combined endowment -- i.e., substantially more than the 3.5% minimum payout read more...

Category: Trust Histories

... of 2020, should the Institute elect to merge the Trust endowment with the Institute, the combined investment teams would ... work on a revised asset allocation for the combined endowment, followed by a review of managers for appropriate fit. The read more...

Select up to 3 search results to generate a summary.