About Us
Financials
Stewarding the Community’s Assets
Generous giving and prudent investing have grown your community foundation to more than $700 million in total assets as of December 31, 2024, and provided more than $850 million in total grants since our beginning. We understand and take seriously our responsibility to carefully manage and invest these assets to meet your philanthropic goals now and permanently into the future.
The Community Foundation for Northeast Florida is the steward for all Donor Funds. Our Board of Trustees has the ultimate fiduciary responsibility and entrusts the Investment Committee with ensuring that all assets invested are consistent with the policies and objectives of the Foundation. This Committee works closely with The Community Foundation’s investment advisors and staff to recommend policy, develop and implement strategy, review and evaluate investment results, and continually monitor The Community Foundation’s investment program. To learn about our investment philosophy, investment options for donors and investment performance, please visit our Investments page.
In addition to prudent investing, the Foundation leverages the generosity of its donors by carefully managing expenses.
More than 80% of The Community Foundation’s assets are invested.
Expenditures
Grants to nonprofits made up more than 90 percent of expenditures at The Community Foundation, according to our 2023 audit.
Financial and Corporate Documents (All documents are PDFs)
- 2023 IRS Forms 990 and 990-T;
- 2023 Audit, audited by Carr, Riggs & Ingram LLC Certified Public Accountants
- The Community Foundation’s Bylaws
- Verification of federal tax-exempt status
Foundation Policies (All documents are PDFs)
Here to Help
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