431 East Fayette Street     Suite 100     Syracuse, NY 13202     Tel: 315.422.9538
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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 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 2018 Financial Highlights

  • A total of $272.4 million in assets was reported as of March 31, 2018.
  • $45 million in new contributions received.
  • An average 7.7% annual return has been achieved on investments since 10/1994, the inception of our relationship with Colonial Consulting as portfolio consultant.
  • 3,026 grants totaling more than $19 million were awarded to 1,223 nonprofit organizations.

For further financial details, view our Annual Report.

 

2018 Financial Information

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Investment Philosophy
Investment Strategy & Performance
Investment Managers

Other Financial Information

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