Financial Information

CFMC Quick Facts

Key Performance Indicators* 2019 2018 2017 2016
Investment Returns 21.67% -6.71% 16.50% 7.67%
Total Assets $235,248,234 $205,096,567 $223,535,737 $195,849,308
Total Gifts/Grants Received $12,892,027 $9,003,202 $11,140,483 $10,629,561
Number of Gifts Received 5,473 5,249 5,598 6,143
Number of Donors 2,886 2,964 2,928 3,298
Number of Memorial or Honorary Gifts 218 222 220 213
Bequest Gifts $2,504,673 $772,340 $73,014 $2,167,354
New Bequest/Trust Notifications 23 22 17 15
Total Number of Funds 1,226 1,123 1,147 1,123
Total Grants Paid $16,275,041 $12,626,430 $11,359,683 $10,156,210
Number of Grants Paid 2,270 2,225 2,160 1,895

We have long-term investment strategies and proven financial practices to make sure the gifts you leave with us are sustained, grown and put to use effectively. Information regarding our foundation fees, investment fees and investment committee will be provided upon request.

*Includes affiliate funds.

Financial Documents

For Donors

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