FINANCIALS & INVESTMENT PERFORMANCE
The North Texas Community Foundation has a reputation for being wise stewards of our donors' resources. Today, we're among the top 10 percent of over 750 community foundations in the nation, with assets of more than $320 million.
2018 BY THE NUMBERS
MILLION IN ASSETS
MILLION IN NEW GIFTS
MILLION IN GRANTS AWARDED
RECENT FINANCIAL DOCUMENTS
Form 990 is the informational “tax return” filed with the IRS by organizations that are exempt from federal income tax.
INVESTMENT PERFORMANCE AS OF 2018
Being transparent and accountable to our donors and our community is a big part of our responsibility. The North Texas Community Foundation’s Investment Committee is responsible for investment oversight, and meets quarterly throughout the year. Learn more about Donor Advised Fund Investment Options.
LIQUID POOL has no risk and no return, so the value in several years will be the exact value it is today, less fees charged to the fund.
SHORT TERM-ORIENTED POOL is invested in fixed income, equities and cash in percentages 45/42/13 respectively. Consider this pool if anticipated grants will take most of the balance in the fund between one to two years.
Short Term Pool Performance 2018 = -3.78%
BALANCED POOL is invested in fixed income, equities and cash in percentages 42/56/2 respectively. Consider this pool if anticipated grants will take most of the balance in two to five years.
Balanced Pool Performance 2018 = -6.35%
LONG TERM-ORIENTED POOL is invested in 81% equities and 19% fixed income, so it has the highest risk and return, but it can include the widest variations in balance. If anticipated grantmaking will occur over a period longer than five years consider the Long Term-Oriented Pool.
Long Term Pool Performance 2018 = -8.98%