One of our most important responsibilities is the stewardship of the assets entrusted to us. We know that our donors rely on us to invest their resources prudently and to use the income produced in accordance with their charitable wishes, today and in the future. The following materials give you an overview of our most recently recorded financial position. Learn more about our investment management.

Dashboard (as of March 31, 2021)

 

As of March 31, 2021

 

As of March 31, 2021

Investment Performance

Average Annual Rate of Return in Invested Assets

(Period Ending 9/30/2021)

One Year Three Years Five Years Ten Years Fifteen Years
Total Fund 27.2% 10.8% 11.1% 9.3% 6.8%
Benchmark 21.2% 10.3% 10.3% 9.0% 6.3%

Financials

Financial and other information about Central New York Community Foundation’s purpose, programs and activities can be obtained by contacting Peter Dunn, president & CEO at 431 East Fayette Street, Syracuse, NY 13202; 315-422-9538; www.cnycf.org. A recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website at www.charitiesnys.com or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005 or by calling (212) 416-8401.

News & Stories

Blogs October 26, 2021

Reflections: Using Data to Improve Equity

Frank Ridzi, vice president, community investment, reflects on how nonprofits can measure how effectively their ...

Stories October 19, 2021

DAN FISHER: EVER-EVOLVING

Since completing his 35-year career at Welch Allyn, he has dedicated his time and resources ...

Video: Annual Professional Advisor Continuing Education 2021
Stories October 19, 2021

Video: Annual Professional Advisor Continuing Education 2021

Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new ...

Stories October 19, 2021

Brady Market: Building Hope and Sustainability (through an Agency Fund)

“Day one you come in and you are paid even for your work on your ...

Group of individuals standing together
News Releases September 30, 2021

$248,000 in Grants Distributed to Black-Led Organizations to Support Black Business, Youth and Building Generational Wealth

The Community Foundation recently distributed a new round of grants from its Black Equity & ...

Stories September 29, 2021

Video Playback: Lunch & Learn | September 2021

For this Lunch & Learn, we welcomed both professional advisors and donors!

hand holding growing money
Publications September 28, 2021

Using IRA Assets for Lifetime and Legacy Giving

Whether your clients are interested in making an immediate impact or planning to leave lasting ...

Young woman looking off into the distance
Publications September 21, 2021

Say Yes Opens Doors to Dreams

Annual Report: 2021

Oswego County Community Foundation Logo
News Releases September 8, 2021

Oswego County Community Foundation Announces Grantees

$32,400 has been distributed to organizations in Oswego County!

Blogs October 26, 2021

Reflections: Using Data to Improve Equity

Frank Ridzi, vice president, community investment, reflects on how nonprofits can measure how effectively their ...

Stories October 19, 2021

DAN FISHER: EVER-EVOLVING

Since completing his 35-year career at Welch Allyn, he has dedicated his time and resources ...

Video: Annual Professional Advisor Continuing Education 2021
Stories October 19, 2021

Video: Annual Professional Advisor Continuing Education 2021

Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new ...

Stories October 19, 2021

Brady Market: Building Hope and Sustainability (through an Agency Fund)

“Day one you come in and you are paid even for your work on your ...

Group of individuals standing together
News Releases September 30, 2021

$248,000 in Grants Distributed to Black-Led Organizations to Support Black Business, Youth and Building Generational Wealth

The Community Foundation recently distributed a new round of grants from its Black Equity & ...

Stories September 29, 2021

Video Playback: Lunch & Learn | September 2021

For this Lunch & Learn, we welcomed both professional advisors and donors!

hand holding growing money
Publications September 28, 2021

Using IRA Assets for Lifetime and Legacy Giving

Whether your clients are interested in making an immediate impact or planning to leave lasting ...

Young woman looking off into the distance
Publications September 21, 2021

Say Yes Opens Doors to Dreams

Annual Report: 2021

Oswego County Community Foundation Logo
News Releases September 8, 2021

Oswego County Community Foundation Announces Grantees

$32,400 has been distributed to organizations in Oswego County!

View More