Financials and Investments

You entrust your charitable dollars to us. We help you achieve your goals using sound financial principles and careful stewardship.

As a 501(c)(3) public charitable organization, we take pride in providing clear, transparent information about our financial position, investment management, performance and fees. We are committed to prudent fund distributions and long-term investing so that your charitable gifts will go further in our community.

Financial Highlights

Calendar and fiscal year 2016 (1/1/16 - 12/31/16):

Assets: $900 million
Funds: 506 funds under management
Grants & Scholarships: $53.4 million distributed*
Contributions: $49 million received*