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.

2009	2008	2007	2006
2005	2004	2003	2002

Honor Roll of Giving 2009 (Adobe PDF)
2009 Grantees (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.

The Foundation is Going Green!

As we strive to be more environmentally sensitive and efficient, we would like to offer our donor/advisors the ability to go paperless.  You can choose to discontinue receiving by mail the following documents:

        - Copies of grant letters
      - Quarterly fund statements and investment
          performance reports
      - Newsletters and Annual Reports

Through online access to your fund, you can view the details of any grant request, quarterly fund statements, current investment performance data, newsletters and annual reports. 

Going paperless is as easy as sending an email to Kevin Taylor and typing "No Paper" in the subject line.  If you wish to continue receiving paper records only of some of the above items, just indicate which items you still want mailed to you.