Statement of Financial Position
June 30, 2015
|Cash and cash equivalents
|Certificates of deposit
|Grants receivable & pledges & planned gifts
|Property and equipment, net
|Liabilities and Net Assets|
|Total Liabilites and Net Assets
Assets managed by the Community Foundation may be either held in cash and cash equivalents or invested in an investment pool. The investment pools contain a diversified mix of assets with a focus on steady growth over time, with consideration for the preservation of capital for our permanently endowed funds. Our investment pool is managed by an external investment manager, Mason Investment Advisory Services. Mason is a leader in investment management for the nonprofit sector. We also have a seasoned Investment Committee that oversees our investment management process and overall investment strategy. Charitable funds may also elect to keep their own personal investment advisor to manage the assets of the fund.
Download the Community Foundation’s most recently filed IRS Form 990s and other publically available financials.