THANKS A MILLION! NORTH STATE GIVING TUESDAY 
THANKS A MILLION!
THANKS A MILLION!
Because of you, North State Giving Tuesday was a huge success! Visit www.NorthStateGives.org
 for results

Financials

In adhering to prudent business practices as recommended by the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and to the benefit of all endowed and managed fund holders, Shasta Regional Community Foundation’s philanthropic capital is professionally managed under consultation and advisement with Golden Gate Group, UBS Institutional Consulting and overseen by our volunteer Board of Directors and Investment Committee. Our financials are audited annually by an independent certified public accounting firm. All financial and reporting documents are available upon request.

2017 Financial Facts

  • Net investment assets: $27.5 million
  • Endowed permanent assets: $21.7 million
  • Annual grants awarded: $2.7 million
  • Cumulative grants: More than $20 million since 2000
  • Charitable funds: 126

Financial Documents

Administrative Fee Schedule

2017 Audited Financials

Form 990 FY 16 - 17

*If IRS 990-T documents are filed, they will be posted.*

Investment Information


 

>

© Shasta Regional Community Foundation. Website by Sugar Pine Media.