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Key Performance Indicators 2017 2016 2015 2014 Investment Returns 16.5% 7.67% -0.43% 5.70% Total Assets $16,109,781 $14,349,199 $13,145,606 $12,718,238 Total Gifts/Grants Received $1,206,497 $1,029,239 $994,651 $2,756,923 Number of New Donors 169 349 313 173 Number of Memorial or Honorary Gifts 31 24 22 275 Bequest Gifts $0 $18,913 $73,603 $19,339 Total Number of Funds 154 143 138 133 Total Grants Paid $1,404,371 $1,013,257 $625,504 $871,702 Number of Grants Paid 327 232 212 173 We have long-term investment strategies and proven financial practices to make sure the gifts you leave with us are sustained, grown and put to use effectively. Information regarding our foundation fees, investment fees and investment committee will be provided upon request.
- Audit Report (2015 and 2016)
- Audit Report (2014 and 2013)
- Investment Policy Statement
- IRS 990
- Investment Report, 2nd Quarter 2018
- Investment Report, 1st Quarter 2018
- Investment Report, 4th Quarter 2017
- Investment Report, 3rd Quarter 2017
- Investment Report, 2nd Quarter 2017
- Investment Report, 1st Quarter 2017
- Investment Report, 4th Quarter 2016
- Investment Report, 3rd Quarter 2016
- Investment Report, 2nd Quarter 2016
Financial Information
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