Investment and Financial Information

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:

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

Investment Performance
View our most recent investment performance results.

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