The fund is set up to except memorial donations to make grants for the assistance of wounded veterans.
CFFK is pleased to provide this online special feature for our Fund Advisors — the individuals and organizations that have funds at CFFK. Fund statements and new messages will typically be posted here by the 20th of the month following the end of each quarter. Please let us know if you have difficulty accessing your statements or navigating through this special section.
Message from Dianna Sutton, July 2017:
Your Quarterly Fund Activity Statement for the period ending June 30, 2017 is available below. The most recent Quarterly Investment Performance Report is available here.
To help you meet your philanthropic goals, CFFK continues to monitor the expenses paid by the individual mutual funds in the pool as well as Mason’s investment management fee. Mason actively works to keep expenses low by selecting the funds for the asset categories with the lowest fees and best track record of performance as compared with their peers. The returns shown on the Quarterly Investment Performance Report are net of fees. In May the CFFK Investment Committee received a report that shows the total weighted average expense ratio for the endowment pool is 0.79% per year.
Please save the date November 30th when representatives from Mason will be in Key West for a fund advisor roundtable meeting. We want you to have an opportunity for an informal discussion about the CFFK investment policy and how we can help you to plan for future grants and donations. Details on the time and location will be included with the September fund statement.
We are working to provide you the best service in managing your fund investments and grant distributions. Please do not hesitate to contact Mark or me if you have any questions.
Dianna L. Sutton, President and CEO
If you have questions about CFFK, your fund, or fund statement, please call 305-292-1502 or contact us here.