Annual Report

The Annual Report details the financial position of the Foundation and provides highlights of the year just ended. A copy of the annual audit report is available by emailing Kevin Taylor, Chief Financial Officer. Quarterly interim financial data is also available by emailing Kevin.

2010	2009	2008	2007
2006	2005	2004	2003
2002

Honor Roll of Giving 2010 (Adobe PDF)

Investment Performance

Reports of the Foundation’s investment Pool performance is made available each quarter by our consultants, Hirtle Callaghan. Detailed performance figures for each investment manager are also available by contacting the Foundation office. Questions about the Pool and its components can be directed to Kevin Taylor, CFO.

Common Investment Pool Performance Report
Long Term Pool Investment Report

Investment Allocation Options

The Foundation’s Common Pool is a blend of fixed income and equity managers. The target mix, as established by the Investment Committee, is 60% equities, 40% fixed income assets. While the Common Pool remains the recommended asset allocation, funds of $10,000 or more may be invested in one of our six alternative allocations:

One of the following may be chosen:

In order to choose one of these alternatives, the Non-Pool Investment Allocation Recommendation Form must be signed and sent to the Foundation office. Changes to your fund’s allocation can only be made twice a year, during the first 10 business days of July and January. Questions about options can be directed to Kevin Taylor.