Investments​

Meetings of the Investment Committee of the Citrus County Community Charitable Foundation are held quarterly at the Citrus County Health Department in Lecanto, Florida at 6p.m. to discuss the following:

  • Investment Program
  • Other

Please note due to Covid-19 the meeting schedule and location are subject to change.

Copies of the Agenda are available by emailing the Citrus County Community Charitable Foundation at [email protected].  Any person wishing to appeal any decision made by this Board, with respect to any matter considered at such meeting, must ensure that a verbatim record of the proceedings is made, which record must include the testimony and evidence upon which the appeal is to be based.

Persons who require special accommodations under the American with Disabilities should contact the Citrus County Community Charitable Foundation at [email protected].

Available upon request:

03-31-2018 Quarterly Investment Report
06-30-2018 Quarterly Investment Report
09-30-2018 Quarterly Investment Report
12-31-2018 Quarterly Investment Report

03-31-2019 Quarterly Investment Report
06-30-2019 Quarterly Investment Report
09-30-2019 Quarterly Investment Report
12-31-2019 Quarterly Investment Report

03-31-2020 Quarterly Investment Report
06-30-2020 Quarterly Investment Report
09-30-2020 Quarterly Investment Report
12-31-2020 Quarterly Investment Report

03-31-2021 Quarterly Investment Report
06-30-2021 Quarterly Investment Report
09-30-2021 Quarterly Investment Report
12-31-2021 Quarterly Investment Report

03-31-2022 Quarterly Investment Report
06-30-2022 Quarterly Investment Report
09-30-2022 Quarterly Investment Report
12-31-2022 Quarterly Investment Report

03-31-2023 Quarterly Investment Report
06-30-2023 Quarterly Investment Report
09-30-2023 Quarterly Investment Report
12-31-2023 Quarterly Investment Report