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Investment Objectives of the Foundation

To preserve the purchasing power of our endowments after maximum (4.5%) grant awards plus administrative and investment fees.

Average Annual Returns Since Inception: 8.57%

Year Moderate Growth Aggressive Growth
2016 8.4% 12.0%
2015 -3.71% -4.63%
2014 5.1% 6.1%
2013 17% 22.9%
2012 11.4% 12.6%
2011 -1.3% -2.6%
2010 9.92% 14.12%
2009 20.89% 30.59%
2008 -23.67% -35.10%
2007 9.54% 13.96%
2006 12.6% 16.8%
2005 7.8% 10.48%
2004 12.6% 14.62%
2003 26.4%  

The Community Foundation total endowment, currently valued at nearly $27 million in assets, is a family of more than 279 charitable funds established by donors.  The endowment is permanent; granting dollars are produced by earnings and market growth.  We are good stewards of our endowment and receive professional investment advice.  As a result, our investment returns are higher than average for an endowment of our size. 

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