FINANCIALS

Master Trust and Music and the Arts Endowment Funds

Trinity is blessed to have received numerous and generous legacy donations over the course of many years. It is the responsibility and privilege of each generation of Trinity leadership and membership to live into the call of being good stewards of these important resources for ministry. Each year available fund revenue is used from these two funds to supplement Trinity’s Operating Budget. The revenue is determined and distributed based on a 5% spending policy calculated on the 3-year average of the funds’ market value established annually at end of September. The funds are managed by KeyBank.

Other Special Purpose Funds

Trinity holds several other smaller funds also used to support the operating budget. They are used in conjunction with donor stipulations for particular use. The exception includes the HAMM bequest which has portions designated to supporting costs associated with either the Altar Guild or funds for supporting women and children related programs.