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 $131 million today. 

Financial Reporting 

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

IRS Form 990s 

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 PoolInvestment HorizonDescription
EndowmentPermanentDiversified portfolio of global stocks and bonds
77% equity, 23% fixed income
Endowment Socially ResponsiblePermanentDiversified portfolio of global stocks and bonds from companies with strong financial and social records
77% equity, 23% fixed income
Long-Term Growth10 years or moreDiversified portfolio of global stocks and bonds
77% equity, 23% fixed income
Balanced5 years or moreDiversified portfolio of global stocks and bonds
51.5% equity, 48.5% fixed income
Balanced Socially Responsible5 years or moreDiversified portfolio of global stocks and bonds from companies with strong financial and social records
51.5% equity, 48.5% fixed income
Conservatively Balanced3 years or moreDiversified portfolio of global stocks and bonds
37%  equity,  63% fixed income
Cash Reserve0 – 3 years100% money market securities and bank CDs
Equity Pool10 years or more100% 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.