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Foundation Financials and Investments

Fiscal year ending June 30: 2012 2013 2014
Assets $101 million $112 million $123 million
Contributions $5 million $8.4 million $8.6 million
Grants $7.6 million
(1065 grants)
$8.0 million
(1100 grants)
$10.6 million
(1245 grants)


Diversified Investment Pool
Annualized Performance, Fiscal Years 2006-2015
Periods ending December 31, 2014

Returns are net of fees.
Diversified pool portfolio is comprised of equities, fixed income and other asset classes.
* Policy index: 50% S&P 500/ 25% EAFE (Net)/ 25% Barclays Aggregate.
** Allocation policy index aggregates various indices to approximate the pool's target allocations.
*** S&P 500 is an equities index.