Financial Information

  • Key Performance Indicators 2018 2017 2016 2015
    Investment Returns 16.5% 7.67% -0.43%
    Total Assets $15,631,092 $16,109,781 $14,349,199 $13,145,606
    Total Gifts/Grants Received $1,206,497 $1,029,239 $994,651
    Number of New Donors 256 169 349 313
    Number of Memorial or Honorary Gifts 43 31 24 22
    Bequest Gifts $75,600 $0 $18,913 $73,603
    Total Number of Funds 160 154 143 138
    Total Grants Paid $924,766 $1,404,371 $1,013,257 $625,504
    Number of Grants Paid 281 327 232 212

    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.

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