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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.

2016 Financial Facts

  • Net investment assets: $24.7 million
  • Endowed permanent assets: $18.4 million
  • Annual grants awarded: $2.2 million
  • Cumulative grants: More than $18.4 million since 2000
  • Charitable funds: 121

Financial Documents

Administrative Fee Schedule

2016 Audited Financials

Form 990 FY 15-16

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

Investment Information


 

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