Investment Information

The Foundation invests the assets of funds so that the earnings and appreciation can be used for future grants.  The assets of each fund will be combined with other funds of the Foundation for investment purposes.  The Foundation currently offers a balanced pool, a conservative pool and a money market investment option--and donors have the option of recommending an investment manager through the Foundation's Investment Partners program.  

Fund holders receive an annual statement of the fund's activity each July after the end of our fiscal year.  Quarterly statements are available online via DonorCentral by the end of the month following the end of each quarter (January 31, April 30, July 31 and October 31).

View the Latest Quarterly Returns for each investment option.