Reports

Participants receive quarterly reports (with their income checks, if applicable) showing their opening balances, all transactions made during the quarter, the unit values applicable to each transaction, the number of units held on the last day of the quarter, and the market value on that date.

Participants also receive UCFocus, the quarterly newsletter of the United Church Foundation, which contains cummulative performance information for each of the UCF's Common Investment Funds on a quarterly, year-to-date, 1-year, 3-year, 5-year and 10-year basis.

An Annual Report with audited financial statements and a Schedule of Investments report showing all securities held at year-end is also sent to participants each Spring.

Participants with other special reporting needs should communicate them to the President of the Foundation in writing.