Financials & Investments

A respected fiduciary you can trust. 

We take our responsibility to carefully manage and invest our donor’s assets seriously, so that they meet their philanthropic goals today and into the future. 

Assets are invested prudently to ensure grants can be made to address current community needs, while also preserving and increasing the assets for future generations of grantmaking. 

Generous giving and prudent investing have increased your Community Foundation’s assets from $1,000 in 1967 to over $200 million today. 

Financial Reporting 

Download the Foundation’s most recent filed IRS Form 990 and other publicly available financials: 

IRS Form 990 

Audit Reports

Annual Reports

Investment Options

You can trust BGCF to steward the philanthropic assets in your fund so that they are ready when you need them. We offer a variety of investment solutions, including a selection of investment pools with access to world-class investment managers and strategies.  

Investment Pools

We offer six investment pools for our non-endowed funds, designed to meet a range of philanthropic goals and time horizons. As a fund advisor, you must select one investment pool for the entire balance of your fund.  We maintain your fund’s investment pool allocation through regular monthly rebalancing. Pool allocations may be changed once per year or upon a significant change in charitable goals or time horizon. For additional detail, view the investment pool description in the table below.  For a current performance report, please contact us. 

Investment Pool	Investment Horizon	Description
Endowment	Permanent	Diversified portfolio of global stocks and bonds 77% equity, 23% fixed income
Endowment Socially Responsible	Permanent	Diversified portfolio of global stocks and bonds from companies with strong financial and social records 77% equity, 23% fixed income
Long-Term Growth	10 years or more	Diversified portfolio of global stocks and bonds from companies with strong financial and social records 77% equity, 23% fixed income
Long-Term Growth Socially Responsible	10 years or more	Diversified portfolio of global stocks and bonds 77% equity, 23% fixed income
Balanced	5 years or more	Diversified portfolio of global stocks and bonds 51.5% equity, 48.5% fixed income
Balanced Socially Responsible	5 years or more	Diversified portfolio of global stocks and bonds from companies with strong financial and social records 51.5% equity, 48.5% fixed income
Conservatively Balanced	3 years or more	Diversified portfolio of global stocks and bonds 37%  equity,  63% fixed income
Cash Reserve	0 – 3 years	100% money market securities and bank CDs
Equity Pool	10 years or more	100% Global Stocks

Individually Managed Funds

We recognize the value of allowing donors to recommend a trusted investment advisor to manage their fund.  External advisors must manage the charitable assets of the fund to align with one of the investment pools listed above, as selected by the donor.