INVESTMENT AND FINANCIAL INFORMATION

scholarships
The Foundation’s investment focus is designed to ensure that maximum possible funding is available to address community needs, while also protecting endowment dollars. The Foundation balances the need for relatively consistent distributions today while growing endowment for the long term. The Foundation invests in a diversified portfolio of assets overseen by a professional consultant. To diversify the portfolio and minimize the risk of losses, various investment management styles and fund types (growth, value) are chosen.

In this section you can learn more about:

toggle_openConsultants
Read an overview of our investment partnership with The Mason Companies.

toggle_openFinance Committee
Meet the members of our finance and investment committee.

toggle_openResults
View our most recent investment performance results.

toggle_openFinancial Downloads
View our IRS 990 Forms and audited financial statements.

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