Endowment Capital

An Endowment Capital of a Charity Foundation is the funds managed by a Foundation and sepatared from all other assets for an indefinite period of time, and income from invested capital is used to achieve the public benefit objectives set out in the Foundation's articles of association. This means that the Foundation does not directly use the assets entrusted to it to finance operating costs, but invests it in accordance with a defined investment strategy and finances it's projects and activities [in whole or in part] from the return on investment received. In this way, the donors' funds "work" for indefinite time and enable the Foundation to create a long-term and sustainable source of funding.

We aim to form an initial Endowment Capital of at least EUR 500,000 (we aim to attract at least 10 investors of EUR 50,000 each) and thus create an alternative source of funding for the Foundation. While communicating with prospective donors and investors, we have started managing a pilot portfolio of Endowment Capital since the beginning of 2021. Its purpose is to prove the investment strategy with real time-based decisions, to evaluate the peculiarities of management, to prepare for the actual management of capital.

Presentation of Endowment Capital

Pro-forma performance:

2022-Q1

2021-Q4

2021-Q3

2021-Q2

2021-Q1