General Investment Guidelines

The William Bingham Foundation in accordance with law expends an amount equal to at least 5% of average monthly market value (both principal and income) for each calendar year. Accordingly, the Foundation’s investment goal is an annual return (earned income and changes in market value less commissions and fees) equal to at least the sum of inflation and 5% over a trailing ten year period. Our investment advisor guidelines are available in PDF format.

Download our investment advisor guidelines here.

Financial Statements

As of December 31, 2019, the William Bingham Foundation had assets (at market value) of approximately $18.8 million. The Foundation’s 2018 IRS Form 990-PF is available for viewing online in PDF Format.

Download our 2018 IRS Form 990PF here.

A printed copy of the IRS Form 990-PF is available upon written request.