Financial Information

  • Key Performance Indicators 2019 2018 2017 2016
    Investment Returns 21.67% -6.71% 16.5% 7.67%
    Total Assets $235,248,234 $15,631,092 $16,109,781 $14,349,199
    Total Gifts/Grants Received $12,892,027 $9,003,202 $1,206,497 $1,029,239
    Number of New Donors 2,886 256 169 349
    Number of Memorial or Honorary Gifts 218 43 31 24
    Bequest Gifts $2,504,673 $75,600 $0 $18,913
    Total Number of Funds 1,226 160 154 143
    Total Grants Paid $16,275,041 $924,766 $1,404,371 $1,013,257
    Number of Grants Paid 2,270 281 327 232

    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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