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, 2007

IRS E.I.N. Number
23-7181875

Net Assets
2007:      $130,027,622
2006:      $126,142,162
2005:      $111,772,572

Grants

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

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

Scholarship Awards
2007       $522,000.00
2006:      $522,000.00
2005:      $455,600.00

Total Number of Funds
225

         


Investment Returns of June 30th, 2007

                                              1 Year        3 Year        5 Year

Total Investments            19.7%          13.7%           11.3%

Domestic Equity                  23.3%        14.4%           13.9%

International Equity          36.2%           26.6%          18.0%

Alternative Strategies     15.6%           11.1%            9.3%

Private Equity                    11.7%          17.0%             8.2%

Domestic Fixed Income     5.6%          3.3%              3.8%

Real Assets                       15.8%          15.3%          13.2%

S & P                                    20.6%          11.7%          10.7%         

Our Statistics