Giving Back, Looking Ahead
The Community Foundation of Decatur/Macon Countys investment policy is structured to enhance investment performance while controlling risk. The Foundations General Fund was invested in Russell Life Points Balanced Strategy (RBLAX) as of September 1, 2009, whose account asset allocation on September 30, 2011 was 23% US Equity, 29% International Stocks and Global Equity, 10% Real Assets, 38% Fixed Income.
The Community Foundation's annualized rate of return for the portfolio as of September 30, 2011 was -2.31%
The 990, or any other required filings including the 990T, are available for review upon request in The Community Foundation office.