Financials

Due to the generosity of the Elkhart County communities, we are one of Indiana’s largest community foundations with assets of more than $418 million. Since our inception, over $100 million has been granted into the community. We are made up of more than 550 charitable funds established by individuals, families, companies, nonprofits and private foundations. Our capacity to serve the community is directly tied to our ability to preserve and enhance our financial assets.

We believe in being transparent about our operations and financial information. You can learn more about us by reviewing our 990 forms.

Form 990, 2021

Form 990, 2020

Form 990, 2019

Form 990, 2018

Form 990, 2017

Form 990, 2016

Form 990, 2015

Form 990, 2014

Form 990, 2013

Form 990, 2012

OTHER DOWNLOADS

 

INVESTMENT PERFORMANCE COMPARATIVE METRICS THROUGH DECEMBER 31, 2023

  3 Months 1 Year 3 Years 5 Years
ACTUAL PORTFOLIO 7.3% 13.4% 4.2% 9.7%
BLENDED BENCHMARK 8.4% 14.7% 5.5% 10.0%
CPI + 5% 0.9% 8.5% 10.9% 9.3%

Pete McCown

BIOGRAPHY

PETE MCCOWN

President

Cole Patuzzi

BIOGRAPHY

COLE PATUZZI

Chief Financial Officer