(As of 12/31/2021)
Cash Accounts – $136,505.23
Invested and/or Endowed Funds* - $1,513,910.78
*All Capital Growth and Income of invested Funds are reinvested within the Fund. Endowed Funds have an annual payout of 3.5% of the Fund value, based on a trailing 16 quarter average. The annual payout is assigned to the purpose of the individual Funds.
Invested and Endowed Funds have a target allocation of 65% Equities (stocks) and 35% Fixed Income (Bonds, Money Markets, Debentures, etc).
IRS Form 990 Link