2023 Annual Report

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EXCITING THINGS ARE HAPPENING IN OUR COMMUNITY AND THE COMMUNITY FOUNDATION IS LEADING THE WAY.

1,230 DONORS

$15.2M DONATED

25 NEW FUNDS CREATED GIFTS

1,880 GRANTS, SCHOLARSHIPS, AND INITIATIVES

1,800 $11M INVESTED IN COMMUNITY

This report’s key performance indicators illustrate the story of the Community Foundation, showcasing the contributions of our donors and the significant impact we have on the community. Our sustained success is fueled by long-term investment performance and strong community partnerships. All figures calculated as of December 31, 2023.

FUND ASSETS FUNDS BY TYPE

520 ACTIVE FUNDS

$184M TOTAL

DONOR-ADVISED = 142

SCHOLARSHIPS = 77

NONPROFIT AGENCY = 76

DISCRETIONARY = 74

FIELD-OF-INTEREST = 66

DONOR-ADVISED = 132

DISCRETIONARY = 74

SCHOLARSHIP = 70 AGENCY = 58

DESIGNATED = 52

CGAS AND TRUSTS = 22

FISCAL SPONSORSHIP = 6

PROJECT/MEMORIAL/ CELEBRATION = 5

DONOR-ADVISED = $57.4M

DISCRETIONARY = $46.6M

FIELD-OF-INTEREST = $46.4M

DESIGNATED = $16.2M

SCHOLARSHIP = $9.7M

COMMUNITY INVESTMENTS

DESIGNATED

58 GRANTS | $799,000 AWARDED

DONOR-ADVISED

790 GRANTS | $3.9M AWARDED

DISCRETIONARY / FIELD-OF-INTEREST

785 GRANTS | $4.4M AWARDED

FISCAL SPONSORSHIP

4 DISTRIBUTIONS | $182,000 AWARDED

DONOR-ADVISED = $55.8 DISCRETIONARY = $54M SCHOLARSHIP = $8.9M AGENCY = $1.8M

PLANNED GIFT/ FUTURE FUND = $3.4M

NONPROFIT AGENCY = $3.3M

PROJECT/MEMORIAL/ CELEBRATION = $938,000

FISCAL SPONSORSHIP = $127,000

NONPROFIT AGENCY

72 DISTRIBUTIONS | $682,000 AWARDED

PROJECT / MEMORIAL / CELEBRATION 5 GRANTS | $1,000 AWARDED

SCHOLARSHIPS

164 SCHOLARSHIPS | $317,000 AWARDED

STRATEGIC INVESTMENTS

3 INITIATIVES | $645,000 AWARDED

2023 FINANCIAL STATEMENTS

CASH & CASH EQUIVALENTS

$9,986,374

INVESTMENTS $184,511,499

OTHER CURRENT ASSETS $703,940

GRANTS RECEIVABLE -

ESTATES RECEIVABLE $28,481

CHARITABLE LEAD TRUST $1,388,394

CHARITABLE REMAINDER TRUST $1,244,913

PROPERTY AND EQUIPMENT, NET $3,000,670

TOTAL ASSETS $200,864,271 LIABILITIES

AGENCY FUNDS $9,005,233

GRANTS PAYABLE $5,375,825

ACCOUNTS PAYABLE & ACCRUED EXPENSES $226,420

CHARITABLE GIFT ANNUITY OBLIGATIONS $1,047,382

CHARITABLE REMAINDER UNITRUST OBLIGATION $389,910

DEFERRED REVENUE $825,818

LIABILITIES $16,870,588

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