Quarterly Commentary.

Quarterly market updates and Balance Fund and Income Fund performance reports.

Income and Balance Fund Performance Reports.

The Foundation offers two investment fund options – Balance Fund and Income Fund.  These performance reports are updated on a quarterly basis and will be available the month following the end of each quarter. To receive the Balance Fund or Income Fund Reports, click the link below.

To learn more about our current investment options and allocation, please click the link below for our annual donor brochure.

Click to view full report.


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