Giving Back, Looking Ahead
The Community Foundation of Decatur/Macon County's investment policy is structured to enhance investment performance while controlling risk. The Foundation's current asset allocation plan is 60% equities, 35% fixed income investments, and 5% cash.
The Community Foundation's annualized rate of return for the portfolio as of July 31, 2010 was 13.35%
The 990 is available for review upon request in The Community Foundation office.