Publications and Documents

Please click here to view the 2007 Year in Review.

Contact the Foundation office if you have any questions regarding the publications and documents included below. 

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Annual Report, 2007
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Fall Newsletter, 2007

 

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Audited financials, 2007
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Combined Statements of Financial Position (Unaudited)
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Investment Fact Sheets
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Form 990 (Fiscal year 2007, which ended June 30, 2007)
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Fee Schedule
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Donor Advisor's Grant Request Form
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Donor Advised Funds: Grantmaking Process

 

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Donor Advised Funds: Legal Issues and Policies
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Scholarship Fund Guidelines
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Sample Scholarship Application
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Program Expense Form
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Donor Advised (Quasi-Endowed) Fund Agreement
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Donor Advised (Endowed) Fund Agreement
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Agency Fund Agreement
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Donor Advised Fund Brochure
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Annual Luncheon PPT

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