Report of the Treasurer to the Council 1997-1998 (1998) / Chapter Skim
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I. Investments
I. Investments
Pages 7-28
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I. Investments
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National Academy of Sciences Reserve Fund Subtotal For endowment contributions, the capital is typically restricted and the income is unrestricted. 8 Capital Contribution Column 2 of Schedule 1A Restricted Unrestricted $ 50,000 3,275,000 500,000 5,000,000 250,000 19,556 14,000 202,320 1,000,000 7,146,660 2,375,375 $ 492,210 500,000 1,000,000 29,662 3,149,745 $19,832,911 $5,171,617
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Kaiser Family Foundation Fund - Contribution to an endowment fund to support core activities of the Institute of Medicine. The grant indicates the foundation's view that the Institute of Medicine is of great importance to the development of sound social policy related to health.
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State Street Fund Subtotal b. NAS - Member Endowments Anthropology Fund Board on Chemical Sciences Fund Board on Earth Sciences Fund Board on Mathematical Sciences Fund Board on Physical Sciences Fund Board on Physics and Astronomy Fund Committee on Human Rights Fund Committee on International Security and Arms Control Fund For endowment contributions, the capital is typically restricted and the income is unrestricted.
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NAS 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 3 years.
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Childs, and others as an expression of their respect and esteem for Joseph Henry, for the establishment of a fund to assist meritorious investigators, especially in the direction of original research. Alexander Hollaender Award in Biophysics - A bequest of Alexander Hollaender, the income Capital Contribution Column 2 of Schedule 1A Restricted Unrestricted $ 95,736 60,000 from which is to be used to provide a prize to an outstanding biophysicist.
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National Academy of Sciences Award in Neuroscience - Established by the Fidia Research Foundation for an award in neuroscience to be given every 3 years. National Academy of Sciences Fund for Sciences and Technology in International Affairs Contributions from Cecil and Ida Green, J
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Cornell Trust Fund - To memorialize Detlev W Bronk, a former member and president of the Academy, for his contributions to science and the nation and to Capital Contribution Column 2 of Schedule 1A Restricted Unrestricted $ 505,359 5,000 15,000 25,000 $ 2,354,264 $ 1,200,000 1,009,179 $ 2,209,179 $11,677,491 $11,677,491 recognize the leadership and notable accomplishments of John S
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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 5.
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I duPont de Nemours and Company, International Business Machines Corporation, Merck and Company, Monsanto Company, Shell Oil Companies Foundation, and Standard Oil Company to support studies designed to strengthen the basic natural sciences - physics, chemistry, mathematics, and biology.
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Grand Total Capital Contribution Column 2 of Schedule 1A Restricted Unrestricted $88,480,262 $6,070,796 Notes: 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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Program i. NAS - Outside Sources Arts in the Academy Fund 10.68 $ 4 $ 2 $ 1 $ 7 $ 1 $ 8 $ 9 Basic Science Fund Earth Sciences 1,063.41 500 106 146 752 3 755 938 Biology and Biotechnology Fund 932.74 420 53 111 584 2 586 823 Blakeslee Fund 2,569.46 887 207 591 1,685 6 1,691 2,267 Thomas Lincoln Casey Fund 6,579.94 258 1,593 2,259 4,110 16 4,126 5,804 Coca Cola Foundation Endowment Fund 113.63 50 9 15 74 74 100 Arthur L
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NAS - Members Endowment(s) Anthropology Fund 0.53 $ $ $ $ $ $ $ Board on Chemical Sciences Fund 100.48 31 24 13 68 6889 Board on Earth Sciences Fund 6.14 2 2 1 5 55 Board on Mathematical Sciences Fund 3.56 2 1 3 33 Board on Physical Sciences Fund 0.88 1 1 11 Board on Physics and Astronomy Fund 0.21 Committee on Human Rights Fund 183.97 88 28 20 136 3139164 Committee on International Security and Arms Control Fund 69.31 24 15 9 48 4861 Committee on Life Sciences Fund 25.23 10 4 3 17 1722 Embryology Fund 2.57 1 1 2 22 Environmental Studies Fund 0.44 Math and Science Education Endowment Fund 0.74 1 1 11 NAS Class I Fund 2.25 1 1 2 22 Section 14 Chemistry Discretionary Fund 32.85 11 7 4 22 2229 The Family and Community Well-Being Fund 2.82 1 1 2 22 Abel Wolman Lecture Fund 0.22 432.20 $ 173 $ 84 $ 50 $ 307 $ 3 $ 310 $ 381 ''.
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434 633 Joseph Henry Fund 487.35 40 19 223 282 9291 430 Alexander Hollaender Award in Biophysics 270.53 100 45 36 181 181 239 Hunsaker Fund 309.52 25 94 90 209 209 273 Hunt Fund 144.82 10 59 31 100 100 128 Kovalenko Fund 966.16 44 300 283 627 1628 852 Marsh Fund 215.29 10 18 95 123 1124 190 George P Merrill Fund 79.03 10 13 27 50 (3)
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Woods Hole Peter C Cornell Fund 268.20 $ 99 $ 25 $ 58 $ 182 $ $ 182 $ 237 Erik Jonsson Woods Hole Fund 4,671.13 2,003 563 587 3,153 3,153 4,121 Richard King Mellon Foundation Fund 206.80 50 53 38 141 141 182 Penzance Foundation Fund 1,169.49 503 143 147 793 793 1,032 Woods Hole Endowment Fund 1,207.51 820 65 109 994 994 1,065 Woods Hole Fund 43.37 13 9 7 29 29 38 7,566.50 $ 3,488 $ 858 $ 946 $ 5,292 $ $ 5,292 $ 6,675 $ 159 $ 380 $ $ $ 159 $ 380 $ $ e.
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4,126 Coca Cola Foundation Endowment Fund 62 6 10 (4) 74 Arthur L
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Board on Chemical Sciences Fund $ 53 $ $ 5 $ 10$ $ 68 Board on Earth Sciences Fund 3 25 Board on Mathematical Sciences Fund 2 13 Board on Physical Sciences Fund 1 1 Committee on Human Rights Fund 87 27 9 16 139 Committee on International Security and Arms Control Fund 38 3 7 48 Committee on Life Sciences Fund 14 1 2 17 Embryology Fund 2 2 Math and Science Education Endowment Fund 1 1 NAS Class I Fund 2 2 Section 14 Chemistry Discretionary Fund 18 3 1 22 The Family and Community Well-Being Fund 2 2 $ 223 $ 27 $ 21 $ 39 $ $ 310 iii. IOM Distinguished Scholar Fund $ 21 $ $ 2 $ 4 $ $ 27 Food and Nutrition Board 829 77 137 (20)
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434 Joseph Henry Fund 243 25 46 (23) 291 Alexander Hollaender Award in Biophysics 160 14 26 (19)
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793 Woods Hole Endowment Fund 745 78 56 115 994 Woods Hole Fund 26 2 3 (2)
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Cash Equivalents$ 4,955 $ 6,366 $ 8,697 $ $ 2,624 $ 2,624 $ 129 Bonds and Notes 44,181 21,242 32 173 65,564 67,247 4,279 Real Estate - Mortgage 13,062 829 12,233 12,233 1,158 Total Fixed-Income Securities $ 62,198 $27,608 $ 9,558 $ 173 $ 80,421 $ 82,104 $ 5,566 EQUITY SECURITIES (Schedule 2-B) 99,421 54,776 67,246 27,005 113,956 181,089 9,663 TOTAL POOLED INVESTMENTS $161,619 $82,384 $76,804 $27,178 $194,377 $263,193 $15,229 Less: Investment Advisory Fees (115)
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Demand2,8032,8032,745 Scudder International Bond Fund Variable (6) Demand3,1013,1012,605 State Street Bank Demand244244156 Vanguard High-Yield Corporate Variable(7)
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(Class B) 91424 Capital International Emerging Market Fund90,2791,8302,280 Chiron Corporation9,756205153 Insurance Partners, L.P.906906906 Scudder International Fund118,7834,7646,546 Templeton Emerging Market Fund183,6262,0071,548 Templeton Foreign Equity Series695,7097,79913,803 The Investment Fund Foundation220220220 VanguardIndexExtendedInstitutionalShares426,85613,33414,184 VanguardInstitutionalIndex Fund473,42519,48649,530 VanguardInternationalEuropean Portfolio360,9766,5539,216 VanguardInternationalPacific Portfolio223,2462,5071,616 Vanguard International Growth Portfolio1335,5183,9176,257 VanguardIntemationalValue158,3764,4284,146 Vanguard SmallCapitaiizationInstitutionalPortfolio553,93413,31213,682 Vanguard Windsor Fund1,169,18319,50321,759 Partnership Interest - New Enterprise Associates 606140 TOTAL EQUITY SECURITIES $113,956$181,089 SCHEDULE 3 Short-Term Investments Kline 30, 1998 ($ in thousands)
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