Report of the Treasurer to the Council for the Year Ended December 31, 2002 (2003) / Chapter Skim
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I. Investments
I. Investments
Pages 7-28
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I. Investments 7
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Subtotal: NAS Unrestricted Endowment 2. IOM Unrestricted Endowment General Endowment Fund - Contributions from various sources including members of the , Institute of Medicine, for capital endowment of the IOM.
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Pharmaceutical Endowment Fund- Contributions of $250,000 over a period of five years from Glaxo, Inc., and $10,000 from Eli Lilly Company, the income from which is to be used for general purposes of the Institute of Medicine. Miscellaneous Private Sector- Contributions of Kaiser Permanente to be used for core support requirements of the Institute of Medicine.
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Subtotal: NAS Restricted Program For endowment contributions, the capital is typically restricted and the income is unrestricted. 10 Capital Contribution Column 1 of Schedule 1-A $ 850,000 5,047,846 467,256 39,058 20,000,000 296,593 1,000,000 2,000,000 600,000 1,150,755 1,875,000 1,000,000 242,215 $36,687,872
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NAS Prizes arid Awards American Psychological Association Science Directorate Fund - A gift from the APA to conduct activities that will help inform the public of the knowledge base, value, and importance of behavioral science research. Applied Mathematics and Numerical Analysis Fund - Gift of the International Business Machines Corporation to support the NAS award in Applied Mathematics and Numerical Analysis by an award of $5,000 approximately every three years.
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For endowment contributions, the capital is typically restricted and the income is unrestricted. 12 Capital Contribution Column 1 of Schedule 1-A $ 60,000 71,299 25,000 10,400 6,000 8,000 79,849 24,000 5,173 179,046 50,000 39,740 100,000 24,750
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Murray Fund - Gift of the late Sir John Murray to found the Alexander Agassiz Gold Medal in honor of a former member and president of the Academy, to be awarded for original contributions to the science of oceanography. National Academy of Sciences Award for Chemistry in Service to Society - Established by the E
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For endowment contributions, the capital is typically restricted and the income is unrestricted. 14 Capital Contribution Column 1 of Schedule 1-A $ 8,000 10,000 505,359 10,000 5,000 15,000 25,000 $ 2,911,161 $ 1,200,000 1,009,179 $ 2 209 179 .
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Richard King Mellon Foundation Fund- Grant from the Richard King Mellon Foundation for maintenance of the building and grounds at the Woods Hole Study Center. Subtotal: Woods Hole Restricted Endowment 5.
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Subtotal: NAS Restricted Contributions - Program For endowment contributions the capital is typically restricted and the income is unrestricted. 16 Capital Contribution Column 1 of Schedule 1-A $ 700,000 19,826 1,000,000 1,595,306 100,000 $ 3,415,132 up 5,000,000 200,000 $ 5,200,000
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Subtotal: NAS Restricted Contributions - Prizes and Awards Grand Total Capital Contribution Column 1 of Schedule 1-A $ O $1 14,710,357 Note: Items that have a "—" in the Capital Contribution column are those with no contribution this year but that have activity in the investment pool. In most cases, there is short-term investment activity.
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Kerr Fund 250 15 80 345 15 360 339 Nealley Fund 20 26 161 207 18 225 164 Simon Ramo Fund 14 4 9 27 4 31 24 Rockefeller Foundation Fund 1000 545 1 950 3 495 41 3 536 3 416 Dorothea and Herbert Simon Fund 586 22 162 770 9 779 732 Sloths Foundation Fund 1000 546 1933 3 479 64 3 543 3 418 Amy Prudden Turner Fund 30 2 60 92 1 93 94 Anonymous Endowment Fund 7 147 1 182 2 894 11 223 202 11 425 10634 General Endowment Fund 3 152 789 2 390 6 331 117 6 448 6 239 Members Endowment Fund 2 489 363 833 3 685 61 3 746 3 403 $26 241 $1 1 267 $42 396 $79 904 $704 $80 608 $78 555 2. IOM General Endowment Fund $ 985 $ 249 $ 222 $ 1456 $189 $ 1645 $ 1212 Robert Wood Johnson Foundation Fund 5 000 1 527 2937 9 464 63 9 527 8 885 IOM Kellogg Fund 283 55 11 349 2 351 272 IOM Members Dues 198 38 7 243 243 190 Henry J
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NAS An Eric Psvcholouical Association SCHEDULE 1-A Endowment and Trust Investment Funds - Financial Detail of Funds from inception for the Period Ended December 31, 2002 ($ in thousands) ENDOWMENT AND TRUST INVESTMENT POOL Cumulative Reinvestment Cumulative Total of Earned Realized Pooled Contribution Income Gains Investments _ Fund Market Cash and Equity Values Accrued Dec.
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Gomory Award for the Application of Science Gould Fused Joseph Henry Fund Alexander Hollaender Award in Biophysics Husker Fund Fra'~kli~ Livingston Hunt Fund Kovalenko Fund Marsh Fund George P Merrill Fund Monsanto Award in Molecular Biology Murray Fund NAS Award for Chemistry in Service to Society NAS Award in Mathematics NAS Award in Chemical Sciences NAS Award in Neurosciences NAS Fund for Sciences and Technology in International Affairs Pradel Fused H
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Erik Poisson Woods Hole Fund 2,003 Penzance Foundation Fund 503 Woods ~ Iole Endowment Fund 964 Woods Hole Fund 13 Richard King Mellon Foundation Fund 50 Transportation Research Board Turner Award 6. PNAS Billings Fused II.
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NAS Agassiz Fused Carnegie Fund Co~nmo'~wealth Fund Carl Eckart Fund Ford Foundation Fund Henrietta arid Alexander Hollaender Fund Grayce B Kerr Fund Nealley Fused Simon Ramo Fund Rockefeller Foundation Fund Dorothea arid Herbert Simon Fund Sloan Foundation Fund Allay P~-~clde~ Turner Fund Ai~o~yn~ous Endowment Fund General Endowment Fund Members Endowment Fund 18 364 $ 407 $— $ 29 669 1 835 1 883 18 039 766 375 232 33 3 686 434 3 693 97 1 1 890 6 720 3 824 $ 83 583 $453 $1 634 $(122)
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Focal arid Nutrition Board Fund 1 135 _ 23 (2) Food arid Nutrition Board Corporations Fund Food arid Nutrition Board Members Fused Howard Hughes Medical Institute Fed I~-ovi~g Health Policy Communication Richard arid Hinda Rosenthal Lecture Scabies Women s Health Issues Fund 7 a an 1 373 — 7 13 7 84 1 156 (1)
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Gomory Award for the Application of Science Gould Fused Joseph Henry Fund Alexander Hollaender Award in B iophysics Hunsaker Fund Fra~kli'~ Livingston Hunt Fund Kovale~ko Fund M ~~ sh Fused George P
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Prizes a~cl Awards Leviso'~ Memorial Fund Richa~-d Lor~'lsbery Foundation Award NAS Award in Scientific Reviewing NAS Awa~-d for Initiatives in Research NAS Libraries Project NAS S c~ppo'-t Staff Award TOTAL Current market v.~lues are reported in Schedule 1-A. SCHEDULE 1-B Endowment and Trust ·nvestment Funds - Financ~al Detai!
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$ 52,602 $ 51,467 $3,343 EQUITY SECURITIES (Schedule 2-B)
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Motley Fund TOTAL CASH EQUIVALENTS Variable (1) Demand $ 1,696 $ 1,696 $ 1,696 $ 1,696 BONDS AND NOTES MSIF Trust I~vestme'~t Grade Fixed I Fund Variable (2)
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Scudder International Fund- Class S Templeton Emerging Market Series Fund Templeton Foreign Equity Series - Primary Shares Vanguard European Stock Index Fund Vanguard Index Extended Institional Shares Vanguard International Growth Fund Vanguard International Value Fund Vanguard Institutional Index Fund Vanguard Pacific Stock Index Fund Vanguared Small Capitalization Institutional Portfolio Vanguard Windsor Fund Subtotal Hedge Funds Commonfund Hedge Investors Company B2 GT Offshore Funds, Ltd Ironwood Partners L
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