Investment Philosophy

The Central New York Community Foundation's Investment Philosophy is to:

• Preserve future value of capital, strive for consistent annual Total Return (realized and unrealized, dividends and interest)
• Achieve a long-term Total Return which meets or exceeds inflation, plus spending for operations and grants
• Earn the highest possible return given the risk tolerance established by the Central New York Community Foundation

Spending Policy

To allow for a more stable and predictable flow of funds available for distribution in the community, the spending rate is set based upon the average of the market value of the Foundation’s total earning assets over the preceding twenty quarters. The current spending level is set at 5% to support the Foundation’s operations and grant programs.

Still have questions about the Community Foundation’s finances? Contact Peter Dunn by email or phone at (315) 883-5530. 

 

Learn More

Investment Strategy & Performance
Investment Managers
Volatility and Growth Potential

Other Financial Information

 Audited Financial Statements 
 Most recent 990, a form filed annually with the IRS by public charities