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Policies and Procedures

Endowment Payout Policy and Procedure [PDF*]

Guidelines on Investing Discretionary Funds [PDF*]

Guidelines on Underwater Endowment Account [PDF*]

How an Endowment Operates at Caltech [PDF*]

Tax Policy [PDF*]


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Resources


2004-2005 Financial Statements

2005–2006 Financial Statements

2006–2007 Financial Statements

2007–2008 Financial Statements

Organization Charts

Policies & Procedures

Record Retention Schedule [pdf]

Campus Departmental Directory

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