Financial Performance
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As of June 30, 2008, total assets of the Foundation had decreased to $216.6 million from $235.3 million at June 30, 2007, in large part, due to declining economic and market conditions. The Consolidated Investment Trust (C.I.T.) accounted for 87 percent of the Foundation's assets. The C.I.T. is a pooled endowment fund that was established in 1959 with 25 endowments valued at $441,460. As of June 30, 2008, the C.I.T. included 1,290 endowments and had total assets of $187.6 million, including a portfolio of marketable securities.
For fiscal year 2008, Foundation gift revenue increased by $6.4 million to $17.7 million. Investment revenue increased to $10.6 million from $10.1 million, a reflection of market conditions and an increase in gifted funds held for investment.
