Morningstar is considering the formation of a pension, endowment, and foundation database.

There will be no cost to participate in the voluntary database, and we do not foresee requesting information that will be difficult or expensive to provide.

In return, Morningstar will provide the trustees and administrators of each plan with periodic analysis reports, comparing the plan’s performance, risk, and portfolio to its peers within a state or nationwide.

Why a Pension, Endowment, and Foundation Database?

Though corporate, public, and endowment funds and foundations in the United States manage trillions of dollars, it is still a challenge to find objective, comprehensive information on performance, expenses, risk, and holdings.

The key to success and to Morningstar moving ahead with the formation of such a database is widespread participation.

In order to help the decision-making process, please complete the following survey.

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* 1. Name:

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* 2. Title:

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* 3. Name of the corporate plan, public plan, endowment, or foundation you represent:

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* 4. Consulting firm name (if applicable):

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* 5. AUM of plans, endowments, or foundations you represent as of 3/31/2007 ($ millions):

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* 6. E-mail address:

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* 7. Direct phone number:

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* 8. If you have a website for the plan, endowment, or foundation, please enter the web address here:

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* 9. If applicable, please enter the current number of plan participants (000):

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* 10. If applicable, please enter the current number of plan annuitants (000):

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* 11. What type of plan(s) is it? (please check all that apply)

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* 12. Will you be able to provide the following information each month for the preceeding month?

  Yes No
Gross returns
Net returns
Expenses
Portfolio holdings

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* 13. Will you be able to provide the following information initially and update when necessary?

  Yes No
Summary of objectives from the Investment Policy Statement
Name of the consulting firm advising the plan, endowment, or foundation
Names and titles of the trustees
Actuarial assumptions
Funding levels

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* 14. What is your plan's, endowment's, or foundation's definition of expenses?

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* 15. Which industry associations does your organization belong to at present?

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* 16. Please provide any additional questions or comments below.

We will follow-up to inform you of our decision on whether the database is feasible and your potential interest in participating.

Thank you for completing this survey.

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