Report of the Treasurer to the Council for the Year Ended December 31, 2004 (2005) / Chapter Skim
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I. Investments
I. Investments
Pages 7-22
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I. Investments 7
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Carl Eckart Fund - Bequest of Carl Eckart received for He general purposes of the Academy Ford Foundation Fund—A grant of the Ford Foundation for capital endowment of He Academy. Henrietta and Alexander Hollaender Fund - A bequest to the Academy from Dr.
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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, He income from which is to be used for He general purposes of the Institute of Medicine. Miscellaneous Private Sector Fund - Contributions from Kaiser Permanente to be used for core support requirements of the Institute of Medicine.
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Subtotal: NAS Restricted Program h lOMRestrieted Program Distmeuished Scholar Fund - Contributions from various IOM members to permit He selection of one or more persons of senior caliber to spend a period of time at He IOM in scholarly pursuits related to key program initiatives. Consequences of Uninsurance Dissemination Activities For endowment contributions, the capital is typically restricted and The income is Restricted.
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David and Bcttv Hamburg Endowment Fund - Contributions from various individuals in support of communication dissemination programs, collaborations among key public health stakeholders, and forward-looking studies. This fund honors former IOM president David Hamburg and his wife, colleague, and longtime NRC participant Beatrix Hamburg.
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Henry Draper in memory of her husband, a former member of He Academy, to found He Henry Draper Medal to be awarded for notable investigations in astronomical physics; the balance of income is applied to aid research in this science. Elliot Fund - Gift of Margaret Henderson Elliot to found He Daniel Giraud Elliot Gold Medal and Honorarium for He most meritorious work on zoology and paleontology published in each year.
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For endowment contributions, the capital is typically restricted md the income is urnestnaed. Capital Contribution Column I of Schedule l-A 421,374 6,000 181,838 53,597 478,277 140,206 49,119 16,392 20,325 67,107 8,000 10,000 505,359 10,000 5,000 15,000 13
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Richard Kme Mellon Foundation Fund—Grant from He Richard King Mellon Foundation for mamtenance of the building and grounds at the Woods Hole Study Center. Subtotal: Woods Hole Restricted Endowment S PASS Restriefed Endowmen i Billings Fund—Bequest of Mrs.
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Funds will be used to provide core support of NSRC programs to enhance and improve He learning and teaching of science in domestic and international schools. Proceedings of He National Academv of Sciences Fund TNAC Capital Fund U.S.
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S 1,766 Roheat Wood Johnson Foumdation Fund 5,000 9,703 - 1,201 (240) 1O,664 IOM Kellogg Fumd 283 344 - 46 - 390 lOM Members Duei 198 241 - 32 - 273 Hemy J
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331 FoodamdNutritionBoardMemberslF 5 16 2 18 Hamburg Endowment Fund 405 - 405 47 - 452 Howard Hughes Medical bostitute Fund 5~000 11,286 - 1,467 (205) 12,548 Inrprovi ng Health Policy Communication 12 11 2 2 - 15 Kellogg Health ofthe Public Fund 2,500 2,765 - 369 (1)
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153 Ester Award m Social an d Behavioral Sciences 80 210 - 28 - 238 Gibbs Brothers Fund 24 212 - 28 - 240 Gibbs Fund 5 127 - 16 (6) 137 Ralph E
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4,140 Penz~mce Foundation Fund 503 961 122 (43) 1,040 Woods Hole Endowment Fund 970 1,104 2 142 (51)
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SCHEDULE 2 Endowment and Trust Investment Pool AssetAllocation as of December 31, 2004 U.S Large Cap 29.4% Cash _ 0.7% Hedge Funds ~ 8.0% _ Private Placemems 2.9% 20 U.S. Small-Mid Cap 18.8% Higb-yidd Fixed income investment Grade Fined 1.6% income 7.1% Non-U S
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Value 8,979 Medallion 347 Subtotal $ 59,279 Subtotal $ 25,704 Fixed income Real Estate Morgan Stanley $ 3,152 Dow Jones RE index $ 3,166 PIMCO 19,374 Green Bldg Mortgages 4,555 Price Intemational 3,267 Residential Property 3,756 Scudder Intemational 2,745 Third Avenue RE Fund 3,144 Vanguard High Yield 5,240 Subtotal $ 14,621 Other 318 Subtotal $ 34,096 Private Placements $ 9,412 Cash Equivalents $ 2,253 GRAND TOTAL $ 321,868 21
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