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