Print Page2025 Investment and Spend Policy Changes for 2026
October 27, 2025 the CKCF Board of Directors Approved an updated CKCF Investment and Spending Policy.
Click Here to review.
Here is a helpful overview of key changes but still review policy in its entirety. Click Here
Primary Investment Strategy:
Short Term (Money Market)
Strategic Short Term – Pool B: Click Here for composite information
Expendable Funds default into this pool. You may contact Melinda Newell to request move to Balanced Pool. (January 31 will be deadline to move for 2026 – Reminder coming out in December)
Balanced Pool – Pool D Click Here for composite information
Endowment Funds default into this pool. Once a year Expendable Funds may request movement into or out of the Balance Pool. Contact Melinda Newell to make formal request.
Scholarship Tiered Award Procedure: Click Here
Primary Investment Advisor Selection 2025
Mason Investment Advisory Services (MIAS) became the foundation primary investment manager in September 2025.
Click Here for more information about our selection process and MISA.
Prior Published Materials
As of January 2024 our investment and spend rate policy. Policy: Click Here
State of the Foundation – General Update and Investment Strategy Updates/April 2025: Click Here
State of the Foundation – Investment Strategy Updates/January 2024: Click Here
Guide to Investment Strategies: Click Here
2024 Investment Strategies: Click Here
Spend Policy and Allocations: Click Here
Foundation Reports
Following please find a history of Public Disclosure Copies of 990s. Click on link to review. For a full public copy of the annual audit please make a request by calling (316) 283-5474 or emailing Angie Tatro.
ORGANIZATION FINANCIALS/990’s
- 2024 Organization Financials
- 2023 Organization Financials
- 2022 Organization Financials
- 2021 Organization Financials
- 2020 Organization Financials
- 2019 Organization Financials
- 2018 Organization Financials
- 2017 Organization Financials
- 2016 Organization Financials
- 2015 Organization Financials
ORGANIZATION AUDIT REPORTS
- 2024 Organization Audit Report
- 2023 Organization Audit Report
- 2022 Organization Audit Report
- 2021 Organization Audit Report
- 2020 Organization Audit Report
- 2019 Organization Audit Report
- 2018 Organization Audit Report
Should the Foundation be required to file a 990-T, they will be made available for your review on our website and by using this link to GUIDESTAR.
FOUNDATION ANNUAL REPORTS
- 2024 Foundation Annual Report
- 2023 Foundation Annual Report
- 2022 Foundation Annual Report
- 2021 Foundation Annual Report
- 2020 Foundation Annual Report
- 2019 Foundation Annual Report
- 2018 Foundation Annual Report
- 2017 Foundation Annual Report
- 2016 Foundation Annual Report
- 2015 Foundation Annual Report
The State of the Foundation Address is a great way to stay in touch with market performance.
If you missed it, visit the State of the Foundation archives.
[/callout]
