Page 2 - 2025 April 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 ElevationScholarsinterviewsreport ..................................................................................................................11 Groves Learning Organization action item update ....................................................................................13 Hope Ignites Leadership Event report ...............................................................................................................15 ProvidenceSt.Melactionitemupdate ............................................................................................................17 University of Florida – Machen Scholars graduation reception ................................................... 18 Report on Prime Buchholz event ........................................................................................................................ 19 March 2026 meeting memo .................................................................................................................................... 20 September meetings schedule .............................................................................................................................. 21 Audit & Risk Committee minutes (draft) ......................................................................................................... 22 Compensation Committee minutes (draft) ................................................................................................... 24 Grant Program Committee minutes (draft) ................................................................................................... 25 Governance & Nominating Committee minutes (draft) ........................................................................ 34 Board of Directors’ meeting minutes (draft) ................................................................................................ 37 Social Media........................................................................................................................................................................ 49
COVER: Orlando lunch with our guests from Elevation Scholars
