Financial Information

CFMC Quick Facts

Key Performance Indicators* 2020 2019 2018 2017
Investment Returns 14.01% 21.67% -6.71% 16.50%
Total Assets $246,724,795 $235,248,234 $205,096,567 $223,535,737
Total Gifts/Grants Received $11,397,586 $12,892,027 $9,003,202 $11,140,483
Number of Gifts Received 6,157 5,473 5,249 5,598
Number of Donors 3,067 2,886 2,964 2,928
Number of Memorial or Honorary Gifts 145 218 222 220
Bequest Gifts $32,382.23 $2,504,673 $772,340 $73,014
New Bequest/Trust Notifications 11 23 22 17
Total Number of Funds 1,154 1,226 1,123 1,147
Total Grants Paid $12,061,882 $16,275,041 $12,626,430 $11,359,683
Number of Grants Paid 2,113 2,270 2,225 2,160

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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For Professional Advisors

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