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Investment Information

The Community Foundation has adopted a balanced investment strategy for all its assets. These guidelines are available in the Foundation's Investment Policy Statement.

All investments of The Community Foundation are overseen by a pro-bono Investment Committee, comprised of principals in a number of local investment firms and banks.

The Foundation uses the services of local investment firm, Baydush Simon Weaver. Baydush Simon Weaver charges the Foundation a maximum of 40 basis points at the present time. All funds are billed directly on a quarterly basis.

For information regarding The Community Foundation’s investment practices or performance, please contact Chief Financial Officer, Debbie Gaffney, 303-442-0436.






The Community Foundation
Investment History

Year
Investment Return
 
 

1993

9.4%
1994
-2.4%
1995
21.5%
1996
12.2%
1997
13.5%
1998
7.8%
1999
16.3%
2000
-5.6%
2001
-5.4%
2002
-6.4%
2003
22.3%
2004
10.9%
2005
8.7%
2006 12.0%

2007

11.7%
2008
-24.72%
2009
15.13%
Cumulative
Earnings
6.55%

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