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 2011 Financial Highlights

• A total of $128.2 million in assets was reported as of March 31, 2011. 
  
• 34 new funds* were formed.
  
• An average 8.4% annual return has been achieved on investments since 1994.
  
• 1,879 grants totaling $5,577,937 were awarded to more than 700 not-for-profit organizations.
  

* Includes Unrestricted, Donor-Advised, Designated, Field-of-Interest, Scholarship, and Deferred Funds.


For further financial details, view our Annual Report.