2009 in Review

• Assets of all Foundation funds totaled $74 million, as of December 31, 2009.

• Diversified investment strategy. Policy to determine strategy, asset allocation, and investment management, recommended by board finance committee and assisted by independent, investment consultant. Final policy approved by trustees.

• In compliance with National Standards for U.S. Community Foundations.

• Governed by a 19-member, volunteer board of trustees.

• During 65 year history, $51 million in grants have been awarded primarily in the Richland County area.

• Current funds total 307; established by individuals, families, and organizations.

• Awarded $2,723,248 in grants in 2009.

• (2009) Grants by program area from all funds including donor advised and designated.
      Education – 30%
      Health Services– 17%
      Arts & Culture – 17%
      Community Services – 15 %
      Children, Families & Youth – 10%
      Human Services – 7 %
      Other – 4%

• Special grant programs at the Foundation
      College scholarship assistance
      Grants to charities that provide emergency assistance
      Summertime Kids
      Teacher Assistance Program (TAP)
      The Women’s Fund
      Connections