Below is a summary of the Foundation’s recent finances. The Foundation’s fiscal year runs March 1 to February 28.
Fiscal Year 2019
FY March 1, 2015 – February 28, 2FY March 1, 2019 – February 28, 2020 | | |
Grants Summary | | |
Core Fund | $450,000
| |
Donor Advised Funds | $100,000
| * |
Total Grants | $550,000 | |
| | |
| | |
Summary of Investments | | |
Cash & Equivalents | $441,302 | |
Fixed Income | $209,850 | |
Equities | $5,204,205 | |
Other Investments | $7,678,264 | |
Total Market Value | $13,533,621 | |
Fiscal Year 2018
FY March 1, 2018 – February 28, 2019 | | |
Grants Summary | | |
Core Fund | $450,000 | |
Donor Advised Funds | $100,000 | * |
Total Grants | $550,000 | |
Summary of Investments | | |
Cash & Equivalents | $458,377 | |
Fixed Income | $179,409 | |
Equities | $4,966,269 | |
Other Investments | $6,699,947 | |
Total Market Value | $12,304,002 | |