Organization
Established in 1950, the Episcopal Foundation of Dallas (the “Foundation”) was created to invest and administer the trust funds of the Diocese and its parishes and missions.
The Foundation is overseen by a Board of Trustees comprised of members with expertise in finance, law, accounting, commercial and private equity investing, philanthropy and marketing. The Bishop of the Episcopal Diocese of Dallas serves as an ex-officio member of the Board.
In addition to providing investment services, the Foundation offers direct financial support to the Diocesan community through an annual grant program. The Foundation is organized as Texas non-profit corporation and is qualified as a Section 501(c)(3) tax-exempt organization.
Mission
Vision
Values
- We support ministries of social engagement of the Gospel
- We practice disciplined investing
- We are motivated by Christian faith
- We are led by committed laity and clergy
Services
Since its establishment in 1950, the Episcopal Foundation of Dallas has fulfilled its mission by carefully managing and investing Diocesan assets. Today, the Foundation manages a portfolio for the benefit of the Diocese, its members and constituents. The Foundation’s goal is to preserve and enhance financial assets through disciplined and consistent investment philosophy. A diversified actively- and passively-managed portfolio, both as to fixed income and equity holdings, provides assurance that the portfolio will maximize growth while maintaining stability with minimization of risk. (See Investments )
The Episcopal Foundation of Dallas also offers direct financial support to Episcopal organizations in the form of grants. The Foundation makes grants to churches, missions, and nonprofit organizations located within the geographic boundaries of the Diocese of Dallas for programs which support the mission statement of the Foundation. These grants are funded from the Episcopal Fund, the Foundation’s own unrestricted endowment. Since its establishment in 1964, has awarded over $3 million in grants to the Episcopal community. The Foundation begins accepting applications for its annual grant program in January. Everything you need to know about how to apply is available on this website, including the application. (See Grants).