NEW COVENANT TRUST COMPANY - History of Changes


DateDescription
2024-04-18 delete otherexecutives Ashley Smalley-Ray
2024-04-18 update person_title Ashley Smalley-Ray: Assistant Vice President; Trust Officer => Member of the Compliance Team; Director of Compliance
2024-03-17 delete ceo Gregory T. Rousos
2024-03-17 delete personal_emails sh..@presbyterianfoundation.org
2024-03-17 delete president Gregory T. Rousos
2024-03-17 insert ceo Angela S. Duffy
2024-03-17 insert otherexecutives Carla Dobson
2024-03-17 insert otherexecutives Katie Dossett
2024-03-17 insert otherexecutives Louis Dibiase
2024-03-17 insert otherexecutives Regina Kimbrough
2024-03-17 insert personal_emails an..@presbyterianfoundation.org
2024-03-17 insert personal_emails ch..@presbyterianfoundation.org
2024-03-17 insert personal_emails ja..@presbyterianfoundation.org
2024-03-17 insert personal_emails lo..@presbyterianfoundation.org
2024-03-17 insert personal_emails ry..@presbyterianfoundation.org
2024-03-17 insert president Angela S. Duffy
2024-03-17 insert vp Carla Dobson
2024-03-17 delete about_pages_linkeddomain innovestsystems.com
2024-03-17 delete email sh..@presbyterianfoundation.org
2024-03-17 delete index_pages_linkeddomain innovestsystems.com
2024-03-17 delete management_pages_linkeddomain innovestsystems.com
2024-03-17 delete person Gregory T. Rousos
2024-03-17 delete person Richard White
2024-03-17 delete person Shahrukh Khan
2024-03-17 delete person Timothy Clark
2024-03-17 delete service_pages_linkeddomain innovestsystems.com
2024-03-17 delete terms_pages_linkeddomain innovestsystems.com
2024-03-17 insert email an..@presbyterianfoundation.org
2024-03-17 insert email ch..@presbyterianfoundation.org
2024-03-17 insert email ja..@presbyterianfoundation.org
2024-03-17 insert email lo..@presbyterianfoundation.org
2024-03-17 insert email ry..@presbyterianfoundation.org
2024-03-17 insert person Andrea Stevens
2024-03-17 insert person Christopher Grissom
2024-03-17 insert person Jacob Roberts
2024-03-17 insert person Louis Dibiase
2024-03-17 insert person Ryan Cassidy
2024-03-17 update person_description Hannah Green => Hannah Green
2024-03-17 update person_description Katie Dossett => Katie Dossett
2024-03-17 update person_description Rob Fohr => Rob Fohr
2024-03-17 update person_title Angela S. Duffy: Member of the Compliance Team; Chief Compliance Officer => CEO; President
2024-03-17 update person_title Carla Dobson: Vice President & Director of Philanthropic Services => Vice President; Trust Officer
2024-03-17 update person_title Hannah Green: Trust Officer; Assistant => Trust Officer
2024-03-17 update person_title Katie Dossett: Trust; Trust Associate => Trust Officer; Assistant
2024-03-17 update person_title Lee Mitchum: Trust; Trust Associate => Audit & Tax Specialist
2024-03-17 update person_title Regina Kimbrough: Trust Relationship Officer => Trust Officer
2023-08-27 update person_title Bryan Dickerson Jr.: Financial Planning & Investment Associate => Financial & Investment Planning Associate
2023-05-24 delete personal_emails an..@presbyterianfoundation.org
2023-05-24 delete email an..@presbyterianfoundation.org
2023-05-24 delete person Andy Shinn
2023-05-24 update person_title Anita Clemons: Vice President, Managing Director of Investments of the Presbyterian Foundation => Vice President, Managing Director of Investments of the Presbyterian Foundation; Senior Vice President of Investment Management
2023-04-07 insert person Susan Smith Makos
2023-04-07 update person_description Karen L. Garrett => Karen L. Garrett
2023-01-01 insert personal_emails an..@presbyterianfoundation.org
2023-01-01 insert email an..@presbyterianfoundation.org
2023-01-01 insert person Andy Shinn
2023-01-01 update person_description Angela S. Duffy => Angela S. Duffy
2023-01-01 update person_description Anita Clemons => Anita Clemons
2023-01-01 update person_description Bradley J. Masters => Bradley J. Masters
2023-01-01 update person_description Carla Dobson => Carla Dobson
2023-01-01 update person_description David English => David English
2023-01-01 update person_description Jim Hitson => Jim Hitson
2023-01-01 update person_description Kim Pryor => Kim Pryor
2023-01-01 update person_description Lee Mitchum => Lee Mitchum
2023-01-01 update person_title David English: Assistant Vice President, Financial & Investment Planning Professional => Assistant Vice President, Capital Markets & Investment; Assistant Vice President, Financial & Investment Planning Professional
2022-09-28 insert personal_emails br..@presbyterianfoundation.org
2022-09-28 insert personal_emails ka..@presbyterianfoundation.org
2022-09-28 insert personal_emails sh..@presbyterianfoundation.org
2022-09-28 delete source_ip 192.185.22.184
2022-09-28 insert email br..@presbyterianfoundation.org
2022-09-28 insert email ka..@presbyterianfoundation.org
2022-09-28 insert email sh..@presbyterianfoundation.org
2022-09-28 insert person Bryan Dickerson Jr.
2022-09-28 insert person Katie Dossett
2022-09-28 insert person Shahrukh Khan
2022-09-28 insert source_ip 192.241.131.39
2022-09-28 update person_title Stephen D. Smith: Securities Trading and Assistant Portfolio Manager => Business Analyst
2022-08-25 delete otherexecutives Joe Tackett
2022-08-25 delete personal_emails an..@presbyterianfoundation.org
2022-08-25 delete personal_emails jo..@presbyterianfoundation.org
2022-08-25 delete email an..@presbyterianfoundation.org
2022-08-25 delete email jo..@presbyterianfoundation.org
2022-08-25 delete person Anna S. Edlin
2022-08-25 delete person Joe Tackett
2022-06-24 delete vp Carla Dobson
2022-06-24 insert email sh..@presbyterianfoundation.org
2022-06-24 update person_description Carla Dobson => Carla Dobson
2022-06-24 update person_title Carla Dobson: Vice President => Vice President & Director of Philanthropic Services
2022-04-22 insert vp Carla Dobson
2022-04-22 delete about_pages_linkeddomain kalerwhales.com
2022-04-22 delete email gr..@presbyterianfoundation.org
2022-04-22 delete email sh..@presbyterianfoundation.org
2022-04-22 delete index_pages_linkeddomain kalerwhales.com
2022-04-22 delete management_pages_linkeddomain kalerwhales.com
2022-04-22 delete service_pages_linkeddomain kalerwhales.com
2022-04-22 insert person Donna Johnson
2022-04-22 insert person Jim Hitson
2022-04-22 insert person Lee Mitchum
2022-04-22 insert person Rob Fohr
2022-04-22 update person_description Carla S. Dobson => Carla Dobson
2022-04-22 update person_title Anita Clemons: Investment Relationship Officer => Vice President, Managing Director of Investments
2022-04-22 update person_title Carla Dobson: Vice President & Director of Philanthropic Services => Vice President
2022-02-16 delete source_ip 199.34.228.59
2022-02-16 insert source_ip 192.185.22.184
2021-04-09 insert otherexecutives Doug McArthur
2021-04-09 insert person Doug McArthur
2021-02-10 insert otherexecutives Michele Minter
2021-02-10 delete index_pages_linkeddomain pcusa.org
2021-02-10 insert email ki..@presbyterianfoundation.org
2021-02-10 insert person Kim Pryor
2021-02-10 insert person Michele Minter
2020-10-18 delete otherexecutives Sandra Copenhaver Browne
2020-10-18 delete person Sandra Copenhaver Browne
2020-10-18 insert index_pages_linkeddomain pcusa.org
2020-10-18 update person_title Shonita Bossier: Assistant Vice President => Vice President, Operations
2020-04-10 delete otherexecutives Christopher Y. Nicholas
2020-04-10 delete otherexecutives L. Joseph Tackett
2020-04-10 insert personal_emails da..@presbyterianfoundation.org
2020-04-10 insert personal_emails da..@presbyterianfoundation.org
2020-04-10 insert personal_emails re..@presbyterianfoundation.org
2020-04-10 insert personal_emails st..@presbyterianfoundation.org
2020-04-10 delete person Christopher Y. Nicholas
2020-04-10 insert email da..@presbyterianfoundation.org
2020-04-10 insert email da..@presbyterianfoundation.org
2020-04-10 insert email re..@presbyterianfoundation.org
2020-04-10 insert email st..@presbyterianfoundation.org
2020-04-10 insert email tr..@presbyterianfoundation.org
2020-04-10 insert person David English
2020-04-10 insert person English, David
2020-04-10 insert person Kimbrough, Regina
2020-04-10 insert person Regina Kimbrough
2020-04-10 insert person Stephen Smith
2020-04-10 update person_title Angela S. Duffy: Manager of Internal Audit and BSA / AML Officer; Senior Vice President and => Chief Compliance Officer
2020-04-10 update person_title Anita J. Clemons: Vice President / Managing Director of Investments; Vice President, Managing Director of Investments => Investment Relationship Officer; Vice President / Managing Director of Investments
2020-04-10 update person_title James Carey: null => Director, Investment and Portfolio Management Services; CERTIFIED FINANCIAL PLANNER
2020-04-10 update person_title L. Joseph Tackett: Assistant Vice President; Planning and Development Officer => Planning and Development Officer
2020-04-10 update person_title Shonita Bossier: Officer => Assistant Vice President
2019-04-04 delete otherexecutives Donald S. Hunt
2019-04-04 insert otherexecutives Hannah Green
2019-04-04 insert otherexecutives Karen L. Garrett
2019-04-04 insert otherexecutives Shonita Bossier
2019-04-04 insert personal_emails ha..@presbyterianfoundation.org
2019-04-04 insert personal_emails ja..@presbyterianfoundation.org
2019-04-04 insert personal_emails ta..@presbyterianfoundation.org
2019-04-04 delete email tr..@presbyterianfoundation.org
2019-04-04 delete person Donald S. Hunt
2019-04-04 delete person Troy D. Marables
2019-04-04 insert email ha..@presbyterianfoundation.org
2019-04-04 insert email ja..@presbyterianfoundation.org
2019-04-04 insert email sh..@presbyterianfoundation.org
2019-04-04 insert email ta..@presbyterianfoundation.org
2019-04-04 insert person Carey, James
2019-04-04 insert person Green, Hannah
2019-04-04 insert person Hannah Green
2019-04-04 insert person James Carey
2019-04-04 insert person Karen L. Garrett
2019-04-04 insert person Peach, Tabatha
2019-04-04 insert person Shonita Bossier
2019-04-04 insert person Tabatha Peach
2019-04-04 update person_description Sandra Copenhaver Browne => Sandra Copenhaver Browne
2019-04-04 update person_title Anna S. Edlin: Assistant Vice President and; Assistant Vice President, Portfolio Management Officer => Assistant Vice President and; Assistant Vice President & Systems & Delivery Support Officer
2017-07-20 delete otherexecutives Lisa C. Love
2017-07-20 delete personal_emails li..@presbyterianfoundation.org
2017-07-20 insert otherexecutives Ashley Smalley-Ray
2017-07-20 insert otherexecutives East Orleans
2017-07-20 delete email li..@presbyterianfoundation.org
2017-07-20 delete person Lisa C. Love
2017-07-20 delete person Love, Lisa
2017-07-20 insert email as..@presbyterianfoundation.org
2017-07-20 insert person Ashley Smalley-Ray
2017-07-20 insert person East Orleans
2017-07-20 insert person Smalley-Ray, Ashley
2016-12-18 delete about_pages_linkeddomain infinity.com
2016-12-18 delete contact_pages_linkeddomain infinity.com
2016-12-18 delete index_pages_linkeddomain infinity.com
2016-12-18 delete management_pages_linkeddomain infinity.com
2016-12-18 delete service_pages_linkeddomain infinity.com
2016-12-18 insert about_pages_linkeddomain innovestsystems.com
2016-12-18 insert contact_pages_linkeddomain innovestsystems.com
2016-12-18 insert index_pages_linkeddomain innovestsystems.com
2016-12-18 insert management_pages_linkeddomain innovestsystems.com
2016-12-18 insert service_pages_linkeddomain innovestsystems.com
2016-08-10 delete personal_emails do..@presbyterianfoundation.org
2016-08-10 delete svp Timothy P. Clark
2016-08-10 delete vp Timothy P. Clark
2016-08-10 insert evp Timothy P. Clark
2016-08-10 insert otherexecutives L. Joseph Tackett
2016-08-10 delete email do..@presbyterianfoundation.org
2016-08-10 update person_title Angela S. Duffy: Senior Vice President and => Manager of Internal Audit and BSA / AML Officer; Senior Vice President and
2016-08-10 update person_title L. Joseph Tackett: Planning and Development Officer => Assistant Vice President; Planning and Development Officer
2016-08-10 update person_title Timothy P. Clark: Chief Operating Officer; Vice President; Member of the BOARD of DIRECTORS; Senior Vice President => Chief Operating Officer; Member of the BOARD of DIRECTORS; Executive Vice President; Exec. Vice President
2016-01-29 delete source_ip 173.237.230.20
2016-01-29 insert source_ip 199.34.228.59
2015-05-12 insert about_pages_linkeddomain pgcalc.com
2015-05-12 insert contact_pages_linkeddomain pgcalc.com
2015-05-12 insert index_pages_linkeddomain pgcalc.com
2015-05-12 insert management_pages_linkeddomain pgcalc.com
2015-05-12 insert partner Theological Education Fund
2015-05-12 insert partner_pages_linkeddomain pgcalc.com
2015-05-12 insert service_pages_linkeddomain pgcalc.com
2015-04-10 insert address 200 E. Twelfth Street Jeffersonville, IN 47130
2015-03-13 delete person Enid D. Flores
2015-03-13 insert email br..@presbyterianfoundation.org
2015-03-13 insert person Ruth Faith Santana-Grace
2015-03-13 insert phone 800-858-6127 ext. 5910
2015-02-12 update person_description Anita Clemons => Anita Clemons
2015-02-12 update person_description Donald S. Hunt => Donald S. Hunt
2015-02-12 update person_description Paul H. Grier => Paul H. Grier
2015-02-12 update person_description Richard White => Richard White
2015-02-12 update person_description Tim Clark => Timothy Clark
2015-02-12 update person_title Paul H. Grier: Team Member; Vice President, Institutional Services => Vice President, Project Regeneration; Team Member; Vice President, Institutional Services
2015-02-12 update person_title Timothy Clark: Chief Operating Officer; Vice President and COO / Louisville, Kentucky; NCTC Director => Chief Operating Officer
2015-01-09 delete person Rev. Eustacia Marshall
2015-01-09 insert partner Pooled Income Fund
2015-01-09 insert person Linda Valentine
2015-01-09 update person_description Enid D. Flores => Enid D. Flores
2015-01-09 update person_description Karen Gray => Karen Gray
2015-01-09 update person_description Marilee Hopkins => Marilee Hopkins
2015-01-09 update person_description Rev. Dr. David Davis => Rev. Dr. David Davis
2014-11-29 update website_status FlippedRobots => OK
2014-11-29 delete otherexecutives Lois Clarke
2014-11-29 insert otherexecutives Richard White
2014-11-29 delete person Lois Clarke
2014-11-29 insert address Presbyterian Church (USA) 200 E 12th St Jeffersonville, IN 47130
2014-11-29 insert person Richard White
2014-11-29 update person_description Donald S. Hunt => Donald S. Hunt
2014-11-29 update robots_txt_status www.presbyterianfoundation.org: 404 => 200
2014-11-10 update website_status OK => FlippedRobots
2014-10-13 insert person Clif Christopher Workshops
2014-10-13 insert service_pages_linkeddomain presbyterianmission.org
2014-10-13 insert service_pages_linkeddomain vimeo.com
2014-10-13 update person_title Stephen Kelly: null => Vice Chair / Lexington, Kentucky; Member of the Board of Trustees
2014-10-13 update person_title Tim Clark: Chief Operating Officer; NCTC Director => Chief Operating Officer; Vice President and COO / Louisville, Kentucky; NCTC Director
2014-07-03 delete partner Creative Gift Funds
2014-07-03 insert partner Donor-Advised Funds
2014-06-04 delete partner Pooled Income Fund
2014-06-04 delete person Victor L. Hymes
2013-11-05 insert personal_emails pa..@presbyterianfoundation.org
2013-11-05 delete email ea..@fdn.pcusa.org
2013-11-05 delete email ph..@fdn.pcusa.org
2013-11-05 delete person Elizabeth "Lee" A. Beckhusen
2013-11-05 delete phone 502-569-5992
2013-11-05 delete phone 800-858-6127 ext. 5992
2013-11-05 insert email pa..@presbyterianfoundation.org
2013-11-05 update person_description Anita Clemons => Anita Clemons
2013-11-05 update person_description Rob Bullock => Rob Bullock
2013-11-05 update person_description Stephen Keizer => Stephen Keizer