Financial Information
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 or view our most recent annual report for additional financials.
Dashboard (as of March 31, 2024)
Investment Performance
(Period Ending 12/31/2024)
Main Investment Pool
One Year | Three Years | Five Years | Ten Years | Fifteen Years | |
---|---|---|---|---|---|
Total Fund | 9.1% | 2.5% | 7.3% | 6.9% | 7.4% |
Benchmark | 12% | 3.6% | 7.4% | 7.1% | 7.2% |
SRI Investment Pool
Learn more about our Sustainable Responsible Impact (SRI) investment pool.
One Month | Three Month | One Year | Three Years | Five Years | |
---|---|---|---|---|---|
Total Fund | -2.6% | -3.3% | 10.8% | 3.6% | N/A |
Benchmark | -1.8% | -0.8% | 14.4% | 4.4% | N/A |
Financials
Previous 990s and financials as well as other information about Central New York Community Foundation’s purpose, programs and activities can be obtained by contacting us 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.