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A typical church fund of $10,000 placed with the foundation on January 1, 1996, and managed in the Balanced Fund would have had the following results:
| Year-end |
Distributions During Year |
Cumulative Distributions |
Fund Balance at Year-end after Distributions |
Investment Performance |
Distribution Rate |
| 1996 |
$685 |
$685 |
$10,116 |
8.3% |
7% |
| 1997 |
$755 |
$1,440 |
$11,482 |
23.0% |
7% |
| 1998 |
$828 |
$2,268 |
$12,593 |
16.7% |
7% |
| 1999 |
$872 |
$3,140 |
$12,682 |
9.1% |
7% |
| 2000 |
$776 |
$3,916 |
$12,065 |
2.4% |
6% |
| 2001 |
$664 |
$4,580 |
$10,449 |
(6.9%) |
6% |
| 2002 |
$570 |
$5,150 |
$ 8,548 |
(11.9%) |
6% |
| 2003 |
$439 |
$5,589 |
$ 9,701 |
20.4% |
5% |
| 2004 |
$478 |
$6,067 |
$ 9,789 |
7.2% |
5% |
| 2005 |
$481 |
$6,548 |
$ 9,690 |
5.3% |
5% |
| 2006 |
$485 |
$7,033 |
$10,564 |
10.2% |
5% |
Church funds accounts function like a bank account: funds can be deposited or withdrawn in any amount at any time to meet church needs.
Church Funds Distribution Rate To assist churches in receiving more predictable returns on their invested funds, the distribution rate is set by the Board so that the fund will preserve long-term principal measured in inflation- adjusted dollars. The current distribution rate is 5%. Churches may elect to have distributions at this rate, some other rate they prefer, or forgo distributions. |
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From Inception (%) |
Five Year (%) |
Annualized Five Year (%) |
| Foundation Portfolio |
32.4 |
51.0 |
8.6 |
| Benchmark* |
28.9 |
46.1 |
7.9 |
| S&P 500 Index |
14.9 |
71.0 |
11.3 |
* 35% S&P 500 Index, 20% Russell Growth Index, 40% LBGC Bond Index, 5% 90 Day T-Bills. |
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