Investment Disclosure

The philosophy of the College District Investment Department is to ensure that all available funds are invested to the maximum extent possible at the highest possible rates obtainable at the time of investment in conformance with the legal and administrative guidelines of this Policy.

Other Required Disclosure

1. Does the institution employ outside investment advisors or managers?
   Yes
2. Does the institution use soft dollar, directed brokerage or directed commission, commission recapture, or similar arrangements?
   No
3. Is the institution associated with an independent endowment or foundation?
   Yes
   • Tarrant County College Foundation
     Name: Laure O'Neal
     Title: Executive Director of the Foundation
     Address: 
     300 Trinity Campus Circle
     Fort Worth, TX 76102
     Market Value at August 31, 2024: $36,423,889

Online Policies and Reports

The following are available online:

• Investment Policy and Strategy and Mineral Investment Policy
• Fiscal Year Reports

Updated December 13, 2024