Table 5. Endowment Funds, September 30, 1995 



Principal 



Income 



Book 

 Value 



Market 

 Value 



Net 

 Income 



Unexpended 

 Balance 



UNRESTRICTED PURPOSE— TRUE: 



Avery Fund (See Note 1) 



Dodge, Patricia 



Fund for the Future — Unrestricted 



Higbee, Harry Memorial 



Hodgkins Fund (See Note 1) 



Morgan, Gilbert B. and Berry J. Memorial Fund 



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 Sociery, James 



Walcort Charles D. and Mary Vaux, Research (Designated) 



Subtotal 



UNRESTRICTED PURPOSE— QUASI: 



Dodge, Patricia 



Ertl, Charles H 



Ferguson, Frances B 



Forrest, Robert Lee 



Fund for the Future — Unrestricted 



General Endowment (See Note 1) 



Goddard, Robert H 



Habel, Dr. S. (See Note 1 ) 



Hart, Gustavus E 



Henry, Caroline 



Henry, Joseph and Harriet A 



Heys, Maude C 



Hinton, Carrie Susan 



Koteen, Dorothy B 



Lambert, Paula C 



Medmus, Grace L 



O'Dea, Laura I 



Phillips, Roy R., Estate 



Rhees, William Jones (See Note 1) 



Safford, Clara Louise 



Smithsonian Bequest Fund (See Note 1) 



Sultner, Donald H 



Taggart, Ganson 



Winterer, Alice I 



Abbott, William L. (Designated) 



Barstow, Frederic D. (Designated) 



Hirshhorn Museum Acquisition Fund (Designated) 



Lindbergh Chair of Aerospace History (Designated) 



Lindbergh, Charles A. (Designated) 



Lyon, Marcus Ward, Jr. (Designated) 



Martin Marietta Internship (Designated) 



NMNH Research (Designated) 



NZP Programs (Designated) 



Smithsonian Agency Account (Designated) 



Smithsonian Press Scholarly Books Fund (Designated) .... 

 Smithsonian Tropical Research Institute Endowment Fund 



(Designated) (See Note 2) 



Webb, James E., Fellowship (Designated) 



Women's Committee Fellowship (Designated) 



Subtotal 



Total Unrestricted Purpose 



RESTRICTED PURPOSE— TRUE: 



Aitken, Annie Laurie 



Arthur, James 



Axelrod, Dr. Herbert R 



Baird, Spencer Fullerton 



Barney, Alice Pike, Memorial 



Batchelor, Emma E 



Beauregard, Catherine, Memorial 



$318,551 



1,807 



129,890 



114,738 



437,251 



49,773 



578,860 



174,880 



5,977 



1,274,690 



2,138,859 



8,465 



967,672 



349,522 



3,339,427 



9,890,362 



158,121,055 



168,011,417 



$395,100 



1,946 



135,450 



139,406 



490,816 



55,054 



727,376 



212,716 



7,425 



1,596,361 



2,685,932 



10,229 



993,115 



366,720 



4,186,096 



$13,924 



54 



4,266 



4,767 



20,208 



1,883 



24,873 



7,274 



254 



55,375 



91,845 



382 



14,179 



47,772 



143,144 



12,003,742 



430,200 



177,634,041 



6,089,10" 



189,637,783 



6,519,30" 



S — 



107,224 



107,224 



214,891 



221,911 



7,588 



— 



1,441,201 



1,606,667 



54,940 



— 



733,106 



797,187 



27,260 



— 



7,309,133 



8,094,297 



276,785 



— 



415,499 



425,203 



12,858 



— 



124,750,403 



140,888,139 



4,815,544 



— 



57,863 



64,101 



2,192 



— 



827 



858 



44 



— 



4,014 



4,797 



164 



— 



9,918 



11,831 



405 



— 



397,727 



473,206 



16,181 



— 



706,218 



787,618 



26,933 



— 



198,022 



230,404 



7,879 



— 



259,211 



274,839 



9,398 



— 



360,086 



422,706 



14,454 



— 



7,011 



7,840 



268 



— 



237,117 



269,140 



9,203 



— 



1,049,391 



1,151,259 



40,911 



— 



4,829 



5,600 



208 



— 



326,226 



367,889 



12,580 



— 



2,759,283 



2,601,565 



87,890 



— 



655,630 



1,003,336 



33,978 



— 



3,591 



4,483 



153 



— 



176,743 



169,404 



5,793 



— 



933,239 



1,112,290 



38,035 



37,647 



7,806 



9,296 



318 



7,051 



3,144,558 



3,744,034 



125,547 



— 



3,402,947 



3,852,350 



131,731 



91,626 



55,481 



62,023 



2,121 



13,343 



37,532 



42,192 



1,443 



7,743 



241,283 



276,821 



9,466 



166 



163,520 



163,666 



5,595 



13,653 



3,723,389 



3,629,662 



124,116 



3,188 



20,354 



24,633 



842 



(18,268) 



2,268,243 



2,699,576 



92,315 



55,045 











21,687 



— 



1,716,329 



1,793,720 



61,336 



162,704 



328,434 



339,498 



10,946 



8,329 



382,22 



489.451 



466,084 



537,426 



18,377 



76,582 



288,794 



364,319 



12,458 



20,245 



126,781 



132,873 



2,660 



2,660 



259,650 



325,663 



11,136 



2 242 



206,987 



261,073 



8,927 



48,689 



235,161 



270,052 



9,234 



31,640 



377,615 



435,298 



14,885 



84.762 



319 



