Celebrating 4

Foundation’s assets were
$10,000 in cash and two
office buildings.
In 2007, its assets totaled
$60 million and it awarded
grants and contributions of
$3.4 million to more than
100 organizations.
Sound investments to support the search for sound solutions
In the early 1990s, we decided to broaden our investments while maintaining our mission. We
adopted an investment policy that recognizes our fiduciary responsibility to maximize returns
and minimize risk, while putting us on a path to advance our mission. We believe that in light
of the social, environmental, and economic challenges of our time, fiduciary responsibility in
the coming decades will dictate the integration of prudent financial management practices with
principles of environmental stewardship, concern for community, and corporate accountability
to shareholders and stakeholders alike.
As a result, the three guiding principles of our investment practice are screening, proxy voting,
and shareholder engagements.
We rejoice in our first 60 years but recognize that long-term solutions to the social and
environmental challenges we face require sustained effort. We are committed to protecting
and restoring Earth’s natural systems and promoting a sustainable society by strengthening
individuals, institutions, and communities pledged to pursuing these goals.
To see the breadth of our work, please refer to the Foundation’s timeline of key events.
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