Financial Asset Accounting
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*]
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