Financial Information

Below is a summary of the Foundation’s recent finances. The Foundation’s fiscal year runs March 1 to February 28.

Fiscal Year 2020

FY March 1, 2018 – February 28, 2019
Grants Summary
Core Fund$480,000
Donor Advised Funds$100,000*
Total Grants$580,000
Summary of Investments
Cash & Equivalents$393,498
Fixed Income$24,999
Equities$7,055,313
Other Investments$7,752,190
Total Market Value$15,226,000

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