VFW Auxiliary INVESTMENTS HELD AT VFW AUXILIARY NATIONAL - - PowerPoint PPT Presentation

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VFW Auxiliary INVESTMENTS HELD AT VFW AUXILIARY NATIONAL - - PowerPoint PPT Presentation

VFW Auxiliary INVESTMENTS HELD AT VFW AUXILIARY NATIONAL HEADQUARTERS Presented By George Martin Director of Accounting VFW Auxiliary Headquarters Phone (816) 561 8655 406 West 34 th Street Toll Free (866) 299 1286 10 th Floor Fax


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SLIDE 1

Unwavering Support for Uncommon Heroes tm

VFW Auxiliary

INVESTMENTS HELD AT VFW AUXILIARY NATIONAL HEADQUARTERS

Presented By George Martin Director of Accounting

VFW Auxiliary Headquarters 406 West 34th Street 10th Floor Kansas City, MO 64111 Phone (816) 561 – 8655 Toll Free (866) 299 – 1286 Fax (816) 931 – 4753 E‐mail gmartin@vfwauxiliary.org

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SLIDE 2

Unwavering Support for Uncommon Heroes tm

VFW Auxiliary

SIX INVESTMENT FUNDS HELD

  • 1. Cancer Aid & Research
  • 2. Life Membership
  • 3. General Operating
  • 4. National Home
  • 5. Patriotic Art
  • 6. Continuing Education
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SLIDE 3

Unwavering Support for Uncommon Heroes tm

VFW Auxiliary

INVESTMENT POLICY STATEMENTS

  • Purpose to preserve principal while yielding a

greater return than inflation.

  • Balanced portfolio
  • Audited Quarterly by Outside Audit Firm

MINIMUM MAXIMUM TARGET EQUITY 30% 70% 60% FIXED INCOME 20% 50% 35% CASH EQUIVALENT OTHER SPECIALTY 0% 0% 15% 15% 0% 5%

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SLIDE 4

Unwavering Support for Uncommon Heroes tm

VFW Auxiliary

FISCAL YEAR END INVESTMENT PORTFOLIO BALANCES OVER LAST FIVE YEARS

TIME PERIOD LM C AR NH PAT ART CONT ED GEN OP TOTAL FYE 2012

14,977,224 38,699,654 1,222,695 664,353 146,191 15,370,585 71,080,702

FYE 2013

16,471,013 41,456,335 1,301,677 719,416 156,354 16,088,356 76,193,152

FYE 2014

19,228,675 47,378,837 1,407,122 829,755 178,791 17,447,306 86,470,487

FYE 2015

20,073,482 46,629,433 1,365,399 785,396 164,487 15,654,110 84,672,307

FYE 2016

22,885,660 47,827,589 1,295,057 820,775 172,421 15,239,270 88,240,772

FYE 2017

27,849,707 51,651,283 1,339,806 878,894 182,434 15,444,846 97,346,970

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SLIDE 5

Unwavering Support for Uncommon Heroes tm

VFW Auxiliary

10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000 70,000,000 80,000,000 90,000,000 100,000,000 FYE 2012 FYE 2013 FYE 2014 FYE 2015 FYE 2016 FYE 2017

VFW AUXILIARY ‐ ALL INVESTMENTS

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SLIDE 6

Unwavering Support for Uncommon Heroes tm

VFW Auxiliary

Life Membership 28.61% 27,849,707 Cancer Aid & Research 53.06% 51,651,283 National Home 1.38% 1,339,806 Patriotic Art 0.90% 878,894 Continuing Education 0.19% 182,434 Operations 15.87% 15,444,846

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SLIDE 7

Unwavering Support for Uncommon Heroes tm

VFW Auxiliary

Investment Performance Overview

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SLIDE 8

Unwavering Support for Uncommon Heroes tm

VFW Auxiliary

Council Investment Summaries