Foundation funds are invested in a diversified balanced portfolio.
We are committed to a multi-tiered oversight structure for
investment management. Our portfolio is professionally managed.
We have an Investment Monitoring Committee composed of both
Foundation Directors and community members who, collectively,
have a solid knowledge of the broad spectrum of investment
management and who are keenly cognizant of their fiduciary
responsibility in relation to thoughtfully contributed community
dollars. We also retain outside consulting services that specialize
in the review of investment structure and portfolio performance
for non-profit organizations.
Investment Performance
Investment Pool Annualized Performance, fiscal years 2001-2010 Periods ending September 30, 2009
Note: Results are net of investment fees.
Allocations vs. Policy Targets
as of September 30, 2009
More...
>> Contact us for
a copy of our latest detailed investment performance statement,
or for our investment policy and monitoring committee guidelines.
