We are the steward for all funds housed at Community Foundation of the Lowcountry. Our Finance and Investment Committee, comprised of experts in the field of finance and investment, advises our board of directors, which carries the fiduciary responsibility and ensures all assets invested are consistent with the policies and objectives we've established.
We invest our assets judiciously, ensuring thoughtful and effective grantmaking today, while ensuring assets are available for grantmaking in the future.
By practicing deliberate giving and smart investing, we've increased assets from $20 million in 1994 to over $85 million today, while investing more than $100 million back into our community.
How Are We Doing?
As of June 30, 2023, our return net of fees, under the guidance of our investment advisory partners at Fund Evaluation Group:
6.0%: 10-year total composite (vs. 6.3% target weighted index)
5.4%: 5-year total composite (vs. 6.4% target weighted index)
6.8%: 3-year total composite (vs. 8.2% target weighted index)
8.1%: 1-year total composite (vs. 9.1% target weighted index)
For a more detailed analysis, click here.
- Audited Financial Statement for 2022
- Audited Financial Statement for 2021
- Audited Financial Statement for 2020
- Audited Financial Statement for 2019
Our most recent Form 990 information is available here.
Additional financial information is available upon request.
Please contact Nicki Charles at firstname.lastname@example.org.