The investment world continued to experience volatility during this fiscal year, but the investment performance for pooled funds for the fiscal year ended June 30, 2011 was a positive 19.64%. From the inception date of 1990 our pooled investment performance stands at 7.7%. The Foundation's investment policy continues with portfolio allocation guidelines of 25%in domestic equities, 20% in international equities, 10% in global equities, 15% in alternative investments, 25% in taxable bonds, and 5% in short-term fixed income and cash equivalents. Investment performance review and asset allocation remain under the control of an investment policy that is overseen by a volunteer Investment Committee that includes Trustees, Council members, and an investment consultant firm.

A copy of the certified financial audit, a copy of our most recent IRS Form 990, our IRS Determination Letter, a list of our Investment Committee Members, and our Investment Policy can be obtained by clicking the links below:

- 2010 IRS Form 990
- Audited Financial Statement
- IRS Determination Letter
- Investment Committee Members
- Investment Policy

In addition, the following financial information may be requested by calling George Hardy, Vice President and Chief Financial Officer, at 813.282.1975 x102: