Table 5. Endowment and Similar Activities September 30, 1997 



UNDESIGNATED PURPOSE - TRUE: 



Avery Fund (See Note 1) 



Dodge, Patricia 



Fund for the Future-Unrestricted (See Note 1) 



Fund for the Future-Glass, Gilbert W. (See Note 1) 



Fund for the Future-Schermer, Lloyd G. and Betty (See Note 1) 



Fund for the Future-Holmberg, Ruth S. (See Note 1) 



Higbee, Harry, Memorial 



Hodgkins Fund (See Note 1) 



Morgan, Gilbert B. and Betty J., Memorial 



Morrow, Dwight W. 



Mussinan, Alfred 



Olmsted, Helen A 



Poore, Lucy T and George W. (See Note 1 ) 



Porter, Henry Kirke, Memorial 



Sanford, George H. (See Note 1) 



Smithson, James (See Note 1) 



Smithson Society, James (See Note 1) 



Subtotal 8,406,758 



UNDESIGNATED PURPOSE - QUASI: 



Dodge, Patricia 297,598 



Ettl, Charles H 2,189,253 



Ferguson, Frances B 1,069,087 



Forrest, Robert Lee 10,855,053 



Fund for the Future-Unrestricted (See Note 1) 854,569 



General Endowment (See Note 1) 191,250,724 



Goddard, Robert H 85,965 



Habel, Dr. S. (See Note 1) 980 



Hart, Gustavus E 6,433 



Henry, Caroline 15,866 



Henrv, Joseph and Harriet A 634,604 



Heys,' Maude C 1,056,255 



Hinton, Carrie Susan 308,989 



Koteen, Dorothy B 368,580 



Lambert, Paula C 566,880 



Medinus, Grace L 10,514 



O'Dea , Laura 1 360,936 



Phillips, Roy R., Estate 1,551,744 



Rhees, William Jones (See Note 1) 7,311 



Safford, Clara Louise 493,367 



Smithsonian Bequest Fund (See Note 1) 4,055,523 



Sultner, Donald H 1,345,821 



Taggard, Ganson 6,012 



Winterer, Alice 1 227,184 



Subtotal 217,619,248 



Total Undesignated Purpose 226,026,006 



DONOR DESIGNATED PURPOSE - TRUE: 



Aitken, Annie Laurie 



Arthur, James 



Axelrod, Dr. Herbert R 



Baird, Spencer FulJerton . , 



Barney, Alice Pike, Memorial (See Note 1) 



Batchelor, Emma E 



Beauregard, Catherine, Memorial 



Bergen, Charlotte V. 



Brown, Roland W. 



Burch, George E. Fellowship in Theoretic Medicine and 



Affiliated Theoretic Sciences 



Camel Fund 



Canfield, Fredrick A 



Casey, Thomas Lincoln 



Chamberlain, Francis Lea 



Cooper Fund for Paleobiology 



Cuatrecasas, Jose, Botanical 



Cullman, Joseph F. Ill (See Note 1) 



Davis Foundation 







Market Values 









Unrestricted 



Temporarily 



Permanently 



Total 



Unrestricted 



Designated 



Restricted 



Restricted 



Market Value 



475,775 











49,334 



525,109 



281,450 











960,518 



1,241,968 



217,331 











719,307 



936,638 















74,043 



74,043 















416,015 



416,015 















809,445 



809,445 



156,283 











30,672 



186,955 



415,935 











202,927 



618,862 



38,832 











35,000 



73,832 



875,464 











100,000 



975,464 



246,277 











38,990 



285,267 



8,958 











1,000 



9,958 



1,842,847 











288,941 



2,131,788 



3,311,872 











290,162 



3,602,034 



10,639 











2,706 



13,345 



286,564 











776,389 



1,062,953 



238,531 











548,582 



787,113 



5,344,031 13,750,789 















297,598 















2,189,253 



(1 











1,069,087 















10,855,053 







20,000 







874,569 















191,250.724 















85,965 















980 















6,433 















15,866 















634,604 















1,056,255 















308,989 















368,580 







II 







566,880 















10,514 















360,936 















1,551,744 















7,311 















493,367 







55,894 







4,111,417 















1,345.821 



(1 











6.012 















227.184 



75,894 



217,695,142 



75,894 



5,344,031 231,445,931 



395,729 







325,000 



720,729 







433,992 



54,587 



488,579 







58,192 



120,000 



178.192 



386,377 







50,362 



436,739 



335,119 







771,569 



1,106.688 







302,159 



60,000 



362,159 







442,540 



141,227 



5S3.767 







26,159 



10.000 



36,159 



235,873 



68,845 



70,295 



375,013 







1,616,970 



1,668,889 



3,285,859 



44,931 







100,800 



145,731 







492,070 



46.233 



53S.303 







155,857 



1,000 



156,857 







308,771 



35.000 



343,771 



342,932 



34,876 



237,520 



615,328 







5,056 



54,368 



59,424 











100.000 



100,000 







34,295 



125,000 



159,295 



w; 



