How We Invest

How We Invest

The Foundation invests its assets to support the community’s current needs while providing resources for future generations to address emerging needs. We take a diversified approach with long-term goals for growth and income.

Finance Committee

The Foundation ensures investment oversight by meeting regularly with our finance committee, which is made up of members with experience in business and finance:

  • Ken Vogel, Chair
  • Susan Buttram – Board Chairperson
  • Mike Juby
  • Dave Kerr
  • Rich Manka
  • David Neal
  • Bill Southern

Investment Pools

We offer four investment pools, each providing a diversified approach for the market sector reflected.

Balanced Pool

Provides funds with moderate volatility. The assets are primarily invested 60% (+/- 10%) in the Equity Pool and 40% (+/- 10%) in the Bond Pool. The current investment ratio is 60% Equities/40% Bonds


Equity Pool

Provides funds with a more aggressive opportunity for growth and income, and high volatility. These assets are invested in approximately 52% large cap U.S. equities, 13% large cap value, 13% small cap U.S. equities, and 22% foreign equities.


Bond Pool

Provides funds with lower volatility than the equity pool. These assets are primarily invested in a broad range of fixed income securities managed by leading mutual funds.


Interest Pool

Provides funds with minimal volatility. These assets are primarily invested in high quality short-term fixed income securities with an average maturity of less than 180 days. Full copies of the investment policy, current investment pool allocations, spending policy, outside management policy, Form 990, Form 990-T if one is filed, and audited financial statements are available by contacting us. 

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Aubrey Abbott Patterson
President & CEO