Financials & Investments

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Financial Highlights

Assets Activity

Audited Financials

Investment Performance

Investment Performance September 2016

Investment Pools

The Foundation’s Investment Committee and independent investment consultant, Slocum, oversee the following pools to accommodate varied charitable objectives.

Short Term Pool

Designed for capital preservation and a short investment horizon. This pool seeks principal preservation by investing in short-term securities. It is appropriate for donors/organizations that wish to recommend grants in the near future (0 to 3 years) or for those donors that cannot sustain any loss of principal over any time horizon.

Mid Term Pool

Designed for medium-term objectives (3-7 years) at a lower level of risk than the Long Term and Endowment Pools. This pool includes some exposure to riskier assets and carries a moderate risk of loss of principal. The pool will maintain daily liquidity as will its underlying investments.

Long Term Pool

Designed for donors and nonprofits with long-term objectives (7+ years) and prudent, sustainable, planned spending policies consistent with the time horizon for the Pool’s investment objectives. There is a risk of loss of principal. The pool will maintain daily liquidity as will its underlying investments. Active managers are generally selected to meet objectives and manage risk.

Long Term Index Pool

Designed for donors with long-term objectives (7+ years) who plan to grant approximately 5% of assets per year. Investments are passively managed, using index funds or other strategies.

Endowment Pool

Designed for endowment-like objectives (20+ years) and prudent, sustainable, planned spending policies consistent with the time horizon for the Pool’s investment objectives. There is a risk of loss of principal. Participants in this pool should accept moderate illiquidity. Foundation staff, with approval of the Investment Committee, will establish procedures to accommodate donor contributions and giving recommendations consistent with the liquidity constraints of the underlying investments and may impose periodic changes consistent with operational requirements.

Please contact Jeremy Pearl, Acting President and CEO, Senior Vice President CFO, with questions about our investment pools.

Forms 990

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