我们最重要的责任之一就是管理好委托给我们的资产。 我们知道,我们的捐赠者依靠我们谨慎地投资他们的资源,并按照他们的慈善愿望使用所产生的收入,无论是现在还是将来。 以下材料向您概述了我们最近记录的财务状况。 了解有关我们投资管理的更多信息,或查看我们最新的年度报告,了解更多财务信息。

仪表板(截至 2023 年 3 月 31 日)

示意图

 

 

投资业绩

(截至 2024 年 6 月 30 日)

主投资池

一年 三年 五年 十年 十五年
基金总额 8.0% 1.5% 7.3% 6.0% 8.1%
基准 14.0% 3.3% 7.9% 6.6% 8.0%

SRI 投资池

进一步了解我们的可持续责任影响 (SRI) 投资池。

一个月 三个月 一年 三年 五年
基金总额 0.8% 1.4% 14.4% 不适用 不适用
基准 2.3% 2.8% 15.7% 不适用 不适用

财务

有关纽约中部社区基金会的宗旨、计划和活动,可通过以下方式获取:431 East Fayette Street, Syracuse, NY 13202; 315-422-9538; www.cnycf.org。 最近提交的财务报告可从纽约州总检察长网站 www.charitiesnys.com 上的慈善机构登记处获取,也可应要求联系纽约州总检察长慈善机构局(地址:28 Liberty Street, New York, NY 10005)或致电(212)416-8401。

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