Last week RCPF President, John Perreault, led a tag team presentation on the Club's foundation. He noted that the pandemic had made meetings difficult over the past year which translated in fewer distributions. For the past four years Foundation investments have been handled by October Mountain Financial Advisors. Our investment policy statement has been updated into a more aggressive position. Major Foundation events on the horizon include the wine pairing dinner on March 19, the golf tournament in May, and the annual Foundation drive in June. The various Foundation fund balances as of 1/31/22 are as follows:
ROTARY CAPITAL $260,623
KAGAN $6,450
LYON $10,686
NASH $38,161
PAUL HARRIS $1,300
LITERACY $108,578
GENE CASE $35,155
BOUNDLESS PLAYGROUND $34,573
AP TESTING $19,454
SPLASH PAD ENDOWMENT $16,759
HABITAT - VETERANS $5,000
WINE PAIRING $3,700
GOLF TOURNAMENT $4,000
CASH / INVESTMENTS TOTAL: $544,439