Resource Library | The Church Foundation

RESOURCE library

Logo of The Church Foundation, featuring a yellow cross with three crowns, encircled by red and blue, labeled "Incorporated 1926."

CONSOLIDATED FUND

Date
Info

02/01/25
Consolidated Fund- Brochure
02/01/25

03/01/25
Consolidated Fund- New Fund Form Instructions
03/01/25

05/07/25
Consolidated Fund- New Fund Form PDF
05/07/25

03/01/25
Consolidated Fund- New Fund Online Form
03/01/25

03/01/25
Consolidated Fund-Participant Sample Statement
03/01/25

CONSOLIDATED FUND AUDITED STATEMENTS

Date
Info

09/20/25
Financial Statements: Year Ended December, 2024 and 2023
09/20/25

12/31/23
Financial Statements: Year Ended December, 2023 and 2022
12/31/23

12/31/22
Financial Statements: Year Ended December, 2022 and 2021
12/31/22

12/31/21
Financial Statements: Year Ended December, 2021 and 2020
12/31/21

12/31/20
Financial Statements: Year Ended December, 2020 and 2019
12/31/20

12/31/19
Financial Statements: Year Ended December, 2019 and 2018
12/31/19

12/31/18
Financial Statements: Year Ended December, 2018 and 2017
12/31/18

12/31/17
Financial Statements: Year Ended December, 2017 and 2016
12/31/17

SHORT – TERM INVESTMENT FUND

Date
Info

03/01/25
Short Term Fund- Participant Sample Statement
03/01/25

05/01/25
Short Term Investment Fund- New Fund Form PDF
05/01/25

02/25/25
Short Term Investment Fund- New Fund Online Form
02/25/25

02/25/25
Short Term Investment Plan Brochure
02/25/25

Date
Info

05/29/25
U.S. Treasury Money Fund-I Class UMI FactSheets
05/29/25

05/29/25
Ultra Short-Term Bond Fund-I Class UBI FactSheets
05/29/25

TCF AUDITED STATEMENTS

Date
Info

09/20/25
TCF Financial Statements: Year Ended December, 2024 and 2023
09/20/25

12/31/23
TCF Financial Statements: Year Ended December, 2023 and 2022
12/31/23

12/31/22
TCF Financial Statements: Year Ended December, 2022 and 2021
12/31/22

12/31/21
TCF Financial Statements: Year Ended December, 2021 and 2020
12/31/21

12/31/19
TCF Financial Statements: Year Ended December, 2019 and 2018
12/31/19

12/31/18
TCF Financial Statements: Year Ended December, 2018 and 2017
12/31/18

12/31/17
TCF Financial Statements: Year Ended December, 2017 and 2016
12/31/17

GIFTS

GIFTS OF STOCK

Date
Info

02/25/25
Gift of Stock Brochure
02/25/25

12/24/25
Gift of Stock Form PDF
12/24/25

PLANNED GIVING

Date
Info

02/25/25
Episcopal Church Foundation: Planned Giving Calculator
02/25/25

02/25/25
Why Planned Giving Brochure
02/25/25

Life Income Gifts

Pooled Income

Date
Info

02/25/25
Episcopal Church Foundation: Pooled Income
02/25/25

02/25/25
Fidelity Charitable: Pooled Income
02/25/25

Charitable Gift Annuity

Date
Info

02/25/25
Episcopal Church Foundation: Charitable Gift Annuity
02/25/25

02/25/25
Fidelity Charitable: Charitable Gift Annuity
02/25/25

Charitable Remainder Annuity Trust

Date
Info

02/25/25
Episcopal Church Foundation: Charitable Remainder Annuity Trust
02/25/25

02/25/25
Fidelity Charitable: Charitable Remainder Annuity Trust
02/25/25

Charitable Remainder Unitrust Charitable Remainder Unitrust

Date
Info

02/25/25
Episcopal Church Foundation: Charitable Remainder Unitrust
02/25/25

02/25/25
Fidelity Charitable: Charitable Remainder Unitrust
02/25/25

Charitable Bequests

Date
Info

02/25/25
Episcopal Church Foundation: Charitable Bequests
02/25/25

02/25/25
Fidelity Charitable: Charitable Bequests
02/25/25

Other Giving Plans

Beneficiary Designation Gifts

Date
Info

02/25/25
Episcopal Church Foundation: Beneficiary Designation Gifts
02/25/25

Charitable Lead Trust

Date
Info

02/25/25
Episcopal Church Foundation: Charitable Lead Trust
02/25/25

02/25/25
Fidelity Charitable: Charitable Lead Trusts
02/25/25

Life Estate Planning

Date
Info

02/25/25
Episcopal Church Foundation: Life Estate Reserved
02/25/25

END- OF- LIFE PLANNING

Date
Info

02/25/25
End-of-Life Booklet
02/25/25

02/25/25
Establishing a Medical Directive
02/25/25

02/25/25
Estate Planning
02/25/25

02/25/25
Planning Funeral Services
02/25/25

QUARTERLY REPORTS

Date
Info

03/31/21
2021 Quarter 1 Report
03/31/21

06/30/21
2021 Quarter 2 Report
06/30/21

09/30/21
2021 Quarter 3 Report
09/30/21

12/31/21
2021 Quarter 4 Report
12/31/21

02/28/22
2022 Quarter 1 Report
02/28/22

06/30/22
2022 Quarter 2 Report
06/30/22

09/01/22
2022 Quarter 3 Report
09/01/22

12/01/22
2022 Quarter 4 Report
12/01/22

03/01/23
2023 Quarter 1 Report
03/01/23

06/01/23
2023 Quarter 2 Report
06/01/23

09/01/23
2023 Quarter 3 Report
09/01/23

12/01/23
2023 Quarter 4 Report
12/01/23

02/28/24
2024 Quarter 1 Report
02/28/24

04/01/24
2024 Quarter 2 Report
04/01/24

08/01/24
2024 Quarter 3 Report
08/01/24

12/01/24
2024 Quarter 4 Report
12/01/24

03/31/25
2025 Quarter 1 Report
03/31/25

07/25/25
2025 Quarter 2 Report
07/25/25

10/21/25
2025 Quarter 3 Report
10/21/25

01/26/26
2025 Quarter 4 Report
01/26/26

ANNUAL REPORTS

Date
Info

12/31/24
2024 Annual Report
12/31/24

12/31/23
2023 Annual Report
12/31/23

12/31/22
2022 Annual Report
12/31/22