About the Foundation

History

In the late 1970s, Dr. James T. McMillan introduced an extraordinary vision for Plymouth Church – to create an endowment fund to make available monies for unanticipated needs not provided for in the Church general budget.

 

Dr. McMillan served as the first Foundation board president and over time, his gifts totaled more that $1 million.

 

Thanks to Dr. McMillan and other generous donors, the Foundation’s assets and grants’ have grown significantly. You’ll find many of the contributors’ names on a plaque in the Tower Room of the Church. It acknowledges their role in fostering the caring and sharing that continues at Plymouth today.

Financials

Financial Resources as of September 31, 2018

Endowment — $7,468,487

Deferred gifts — $31,403

Competitive grant pool for 2018 — $75,000

Strategic grant pool maximum for 2018 — $517,443

 

Note: The Foundation’s Finance and Investment Committee, with the guidance of professional investment advisors, manages Foundation assets and ensures adherence to the Foundation’s investment policies.

Board

President: Mary Ann Beard

 

Grants Chair: Greg Kenyon

 

Vice President-Investments: Dick Swanson

 

Secretary: Alissa McKinney

 

Additional Board Members:
Jane Flanagan
Sid Ramsey
Joe Sorenson
Hallie Still-Caris
Gail Stubbs

 

Treasurer (Ex Officio): Christi Sidwell

 

Investment Committee Member (Ex Officio):
Adam Claypool
Cecil Goettsch
Laura Meier
Jack Schreiber

 

Director of Operations and Finance: Emily Tripp
etripp@plymouthchurch.com/515.255.3149, ext. 19

Bequest Language

The official bequest language for the Plymouth Church Foundation is:

“I, (name), of (city, state, ZIP), give, devise and bequeath to Plymouth Congregational Church Foundation (written amount or percentage of the estate or description of property) for its unrestricted use and purpose.”

 

 

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