Summary of General Investment Guidelines
The William Bingham Foundation in accordance with law expends an amount equal to at least 5% of average monthly market value (both principal and income) for each calendar year. Accordingly, the Foundation's investment goal is an annual return (earned income and changes in market value less commissions and fees) equal to at least the sum of inflation and 5% over a trailing ten year period.
Download the William Bingham Foundation's
investment advisor guidelines
here.
Financial Statements
As of December 31, 2008, the William Bingham Foundation had assets (at market value) of approximately $17.5 million.
The William Bingham Foundation's 2008 Financial Statements and IRS Form 990-PF are available for viewing online in PDF Format using Adobe's Acrobat Reader, which can be downloaded free of charge from the Adobe web site.
Download the William Bingham Foundation's
- 2008 Financial Statements
(Reviewed by Maloney & Novotny LLC) here.
- 2008 IRS FORM 990-PF here.
A printed copy of the Financial Statements and IRS Form 990-PF are available upon written request.
