Patricia A. Gazin Memorial Fund
Biographies and poetry; special memorial bookplates proposed in March 2001.
Also named in the records: Gazin Fund; Pat Gazin Memorial Fund
Latest documented position: Separate balances precede September 2014 Fidelity transfer and combined reporting. Current legal status, continuing earmarks and ultimate individual-fund disposition remain unresolved.
From the records
March 29, 2001reported in source
Minutes record a new fund in memory of Patricia Gazin, March sale proceeds, a General Fund addition, and biographies/poetry purpose.
Source: Board establishes a Patricia Gazin memorial book fund
August 2, 2001reported in source
Biographies and bookplates cost $385.81; $4,560 remains according to minutes. $4,560.00
Source: Board reviews Gazin purchases and continues members presales
February 20, 2008authorized; posting not established
Board authorizes $2,000 to this fund as part of five-fund allocation. $2,000.00
Source: Board accepts paintings and approves contributions to five funds
2012-03/20reported in source
Treasurer and board discuss purpose, authority and consultation with the Gazin family before memorial money is used.
Source: Treasurer requests clarity on fund purposes and spending authority; Toni Empringham queries draft minutes and fund transfer approval; Carol Lawson clarifies allocation and conditional fund use; Board meeting seeks Gazin family guidance
July 18, 2012family consent reported in minutes
George reports Cathy Gazin’s approval to allocate $2,500 from a fund of $10,617.32 and willingness for continuing contributions. $2,500.00
September 2014completed transfer reported
Treasurer reports September transfer of assets from Morgan Stanley to Fidelity; subsequent reports show a combined HBFoL Fidelity balance.
Source: Treasurer reports completed transfer to Fidelity; Treasurer reports completed transfer to Fidelity; Third-quarter annual summary with Fidelity balance; 2014 year-end annual summary
Transfers
| Date | From | To | Amount | Status |
|---|---|---|---|---|
| 2008-02-20 | General operating funds | Patricia A. Gazin Memorial Fund | $2,000.00 | authorized; not independently matched to investment deposit |
| 2012-07-18 | Patricia A. Gazin Memorial Fund | General operating funds | $2,500.00 | allocation consent reported; transfer and final expenditure unverified |
Entries record what each document says, in the dollars of its day. A fund that stops appearing in the reports was not necessarily closed or spent.