Our Statistics

The Community Foundation for Palm Beach and Martin Counties' fiscal year is July 1 through June 30.  The Foundation's 990 form is available upon request. 

Facts and Figures as of June 30th, 2008

IRS E.I.N. Number
23-7181875

Net Assets
2008:      $129 million
2007:      $130 million
2006:      $126 million
2005:      $112 million

Grants

2008:      $6.8 million
2007:      $8.2 million
2006:      $8.2 million
2005:      $8.1 million

Gifts received
2008:      $10.0 million
2007:      $  8.1 million
2006:      $11.0 million
2005:      $27.0 million

Scholarship Awards
2008       $567,400
2007       $522,000
2006:      $522,000
2005:      $455,600

Total Number of Funds
225        


Investment Returns of June 30th, 2008

 

1 Year       

 3 Year  

5 Year

Total Investments

- 1.40%

9.90%

10.70%

Domestic Equity

-10.40%

6.50%

11.10%

International Equity

-8.90%

18.50%

18.80%

Alternative Strategies

1.20%

9.20%

8.30%

Private Equity

15.30%

16.20%

15.50%

Domestic Fixed Income

5.10%

3.60%

2.90%

Real Assets

10.20%

13.60%

14.50%

S & P  500

-13.10%

4.40%

7.60%


                    

Our Statistics