Beaumont's Investment Committee: Preserving Beaumont in Perpetuity

Beaumont’s Investment Committee was formed in 2007 through the recommendation of the Finance Committee and with the approval of the Board of Directors. A subcommittee of the Finance Committee, the Investment Committee is charged with overseeing the Beaumont Endowment Fund in accordance with the board-approved Investment Policy Statement and as managed by an outside investment advisory firm.

In 1996 the then titled, F.J. O’Neill Charitable Corporation provided a foundational $1,000,000 Endowment gift to then President Sister Margaret Ann Kelley ’49. Since then, generous donors have fueled the Endowment’s growth, preserving a Beaumont education for each new class of Beaumont students and ensuring the school’s long-term sustainability.

Beaumont has been well served by the professionals who have served on the Investment Committee over nearly 20 years, including alumnae, parents and friends. They have carefully stewarded the Endowment with a long-term vision to withstand periods of volatility while providing a stable revenue stream to provide support for faculty and scholarships.