STATUS REPORT
AS OF COB 6
NOVEMBER 2008
FIDELITY INVESTMENT
CHARITABLE GIFT FUND
USMA CLASS OF 1958 PERPETUAL
ENDOWMENT
Pool/Benchmark 10/20/98 11/06/08 Change
Growth Pool $27.55 $ 29.79 + 8.1%
EQ-Income $27.62 $ 33.67 + 21.9%
Dow 8533 8696 + 1.9%
NASDAQ 1639 1609 - 1.8%
S&P 500 1064 905 - 14.9%
11/4/04 11/06/08
International Pool $10.66 $10.79 +1.2%
Dow 10,315 8696 - 15.7%
NASDAQ 2,024 1609 - 20.5%
S & P 500 1,162 905 - 22.1%
Pool/Benchmark 1/1/08 11/06/08
Growth Pool $49.74 $29.79 - 40.1%
EQ-Income $54.19 $33.67 - 37.9%
International $18.90 $10.79 - 42.9%
Dow 13,265 8696 -34.4%
NASDAQ 2652 1609 -39.3%
S & P 500 1468 905 -38.4%
Pools Current
Values Percent
International $ 82,028 20.3%
Growth 161,416 39.7%
EQ-Income 161,901 40%
Contributions Received $34,668.38
Disbursements 0.00
Undeposited Checks $100.00
Amount Invested $34,568
Current Value $405,345
Net Loss for 2008 to date $247,683 -36.2%
End of Year Value (2007) $635,694
50 percent of 2008 deposits* 17,334
Total $653,028
Current Value $405,345
Percent Loss - 37.9%
Total Deposits from start to date $437,182
Percent Loss - 7.3%
*Approximating method, assuming half of deposits were available at beginning of year, rather than the total being invested in increments throughout the reporting period.