Financial and Investment Information

At The Community Foundation we take our fiduciary responsibilities seriously. As a public trust we manage nearly $60 million in total assets and over 300 charitable endowed funds.


Investment

We help you meet your philanthropic goals through sound financial principles and careful stewardship. We seek to provide clear information about The Foundation’s investment management and performance.

For our endowed funds, our investment objective is to preserve the investment portfolio’s real value through asset growth that will cover granting, administrative and investment fees, accounting the rate of inflation.

Oversight of the Foundation’s investment portfolio is provided by the Board of Directors and Investment Committee. The Investment Committee is composed of Board and community members with significant experience and knowledge in the financial management industry and a passion for the Foundation’s work. Working together with UBS Institutional Consulting, our Investment Advisor, the Investment Committee reviews investment policies, performance and allocations.

Click here to view 5-year the Foundation’s investment returns for the Foundation’s primary investment pool.

Have a question you don’t see answered here? Please contact Trish Hammond, Director of Finance & Administration via email or phone.


Finance

When you entrust your charitable dollars to us, we help you meet your philanthropic goals through sound financial principles and careful stewardship.

We seek to provide clear information about the Foundation’s financial position and fees. We accept gifts to support charitable purposes in San Luis Obispo County and beyond. We believe it is our responsibility to the community to report on The Foundation’s financial position and to ensure that assets we hold are well managed. The Community Foundation San Luis Obispo County is a NonProfit Public Benefit Corporation under Section 501(c)(3) of the Internal Revenue Code.

Financial & Administrative oversight of the Foundation is provided by the Board of Directors and Finance & Administration Committee. The Finance & Administration Committee is composed of Board members with significant experience and knowledge in these areas. The Finance & Administration Committee meets six times a year to review all financial and administrative policies, Foundation financial statements and operating budget, and human resources topics.

Oversight of the Foundation’s annual audit and preparation of the Foundation’s tax returns is provided by the Board of Directors and Audit Committee . The Audit Committee is composed of Board and community members with significant experience and knowledge in these areas. Working together with Caliber Audit & Attest, the firm preparing the audited financial statements and tax returns, the Audit Committee ensures that appropriate internal controls are in place and that the financial statements accurately portray the financial condition of the Foundation.

Click on links below to view the Foundation’s audited financial statements.

Click on links below to view the Foundation’s Form 990 (IRS Organization Information Return).

Click here to view the Foundation’s current fee policy.


Learn More About The Community Foundation Investment & Finance

Investment Committee Current Fee Policy Five-Year Investment Returns


Questions

Contact Trish Hammond, Director of Finance & Administration, via email or (805) 543-2323.

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Trish Hammond Director of Finance & Administration 805-543-2323