Banners
Banner 1
Financial Information
The Community Foundation recognizes stewardship of the assets entrusted to us as one of our most important responsibilities. Our donors' trust in us is based on our ability to invest these resources prudently and to use the income produced in accordance with donor’s charitable wishes, today and in the future.

 
The responsibility for managing the Community Foundation’s investment portfolio is vested in the Board of Directors through its Finance/Investment Committee. This committee works closely with the Community Foundation’s investment consultant and staff to set policy, establish performance benchmarks and continually monitor the effectiveness of the Community Foundation’s portfolio. The Committee maintains a disciplined process, regardless of market fluctuations, to ensure the viability of the Community Foundation.

Community Foundation Fiscal Year 2008 Financial Highlights
  • A total of $110 million in assets was reported as of March 31, 2008.

  • 46 new funds* were formed.

  • An average 9.4% annual return has been achieved on investments since 1994.

  • 1,991 grants totaling $5,207,454 were awarded to over 700 not-for-profit organizations.
* Includes Unrestricted, Donor-Advised, Designated, Field-of-Interest, Scholarship, and Deferred Funds.

Grants from all Funds
(Year ended March 31, 2008)
Arts & Culture
Civic Affairs
Education
Environment & Animals
22.8%
9.79%
23.24%
1.61%
Health
Human Services
Other

4.11%
30.02%
8.41%


For further financial details, download a PDF of our Annual Report.
Other Financial Information