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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


  1. 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 (816) 931 – 4753 Kansas City, MO 64111 E‐mail gmartin@vfwauxiliary.org Unwavering Support for Uncommon Heroes tm

  2. 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 Unwavering Support for Uncommon Heroes tm

  3. VFW Auxiliary INVESTMENT POLICY STATEMENTS • Purpose to preserve principal while yielding a greater return than inflation. • Balanced portfolio MINIMUM MAXIMUM TARGET EQUITY 30% 70% 60% FIXED INCOME 20% 50% 35% CASH EQUIVALENT 0% 15% 0% OTHER SPECIALTY 0% 15% 5% • Audited Quarterly by Outside Audit Firm Unwavering Support for Uncommon Heroes tm

  4. 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 Unwavering Support for Uncommon Heroes tm

  5. VFW Auxiliary VFW AUXILIARY ‐ ALL INVESTMENTS 100,000,000 90,000,000 80,000,000 70,000,000 60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 10,000,000 0 FYE 2012 FYE 2013 FYE 2014 FYE 2015 FYE 2016 FYE 2017 Unwavering Support for Uncommon Heroes tm

  6. VFW Auxiliary Operations 15.87% Continuing Education 15,444,846 0.19% 182,434 Life Membership 28.61% Patriotic Art 27,849,707 0.90% 878,894 National Home 1.38% 1,339,806 Cancer Aid & Research 53.06% 51,651,283 Unwavering Support for Uncommon Heroes tm

  7. VFW Auxiliary Investment Performance Overview Unwavering Support for Uncommon Heroes tm

  8. VFW Auxiliary Council Investment Summaries Unwavering Support for Uncommon Heroes tm

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