Page 2 - 2025 February report
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Table of Contents
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Bobby’s Page ........................................................................................................................................................................ 1 2025 Grant Distribution Plan .................................................................................................................................... 2 Program Notes ..................................................................................................................................................................... 4 CFO Notes................................................................................................................................................................................. 4 End Notes................................................................................................................................................................................. 5 Portfolio Performance and Foundation Asset Values .............................................................................. 6 Statement of Revenue and Expenses .................................................................................................................. 7 Balance Sheet Comparison.......................................................................................................................................... 7 Investment Valuation by Manager ........................................................................................................................ 8 Calendar of Important Events ................................................................................................................................. 10 LOI Reviews ........................................................................................................................................................................ 11 Pathways to College – Canada Report ............................................................................................................ 13 Site Visit Report – Bottom Line ........................................................................................................................... 23 SiteVisitReport–BoysHopeGirlsHope ...................................................................................................25 University of Florida Endowment Report ...................................................................................................... 27 Palm Beach Atlantic University Foundation Partner Highlight ................................................... 31 Audit&RiskCommitteeMinutes(draft) ......................................................................................................32 Executive & Finance Committee Minutes (draft) ....................................................................................... 36 Governance & Nominating Committee Minutes (draft) ........................................................................ 38 March Meetings Schedule .......................................................................................................................................... 40 Social Media...........................................................................................................................................................................41
