Foundation Results, 2016

The Foundation’s investments earned $1,234,438 in 2016, a net investment return of 5.52%.  Grants made totaled $1,188,721 or 5.32% of starting assets. Administrative expenses were 0.15% of assets.

Foundation Results, 2015

Due to market weakness the Foundation portfolio contracted 12.9% in 2015 and dispensed $909,159 in grants and direct contributions to 501c3 organizations.