Financials

Financial statements

2010 Statements of Financial Position (audited) (pdf)

2010 Statements of Activities (audited) (pdf)

2010 Combined Assets (unaudited) (pdf)

Form 990-PF

Download a copy of our 2010 Form 990-PF.

Investment approach

Our internal investment team was created in July 2008 to oversee the Foundation's asset management program. This team engages external money managers to invest globally across different asset classes.

As an organization established to exist in perpetuity, we take a long-term view toward asset management. As of June 30, 2011 Foundation assets approximate $2.2 billion. Including related charitable entities, total Foundation assets approximate $4.2 billion. The Foundation's assets are invested using the following asset allocation targets: