Financials
Due to the generosity of the Elkhart County communities, we are one of Indiana’s largest community foundations with assets of more than $418 million. Since our inception, over $100 million has been granted into the community. We are made up of more than 550 charitable funds established by individuals, families, companies, nonprofits and private foundations. Our capacity to serve the community is directly tied to our ability to preserve and enhance our financial assets.
We believe in being transparent about our operations and financial information. You can learn more about us by reviewing our 990 forms.
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INVESTMENT PERFORMANCE COMPARATIVE METRICS THROUGH SEPTEMBER 30, 2024
| 3 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|
| ACTUAL PORTFOLIO | 4.8% | 20.2% | 4.4% | 9.8% |
| BLENDED BENCHMARK | 5.6% | 22.4% | 5.8% | 10.1% |
| CPI + 5% | 1.6% | 7.6% | 10.0% | 9.4% |
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Community Foundation provides access to Candid.org