Fresno Regional Foundation

Financial overview

Fresno Regional Foundation encourages the local investment of local resources. We manage this philanthropic capital to provide the highest level of earnings and benefit—to our donors and to the charitable causes they support. As an authorized public charity, Fresno Regional Foundation makes its federal tax returns, Internal Revenue Service letters finding the community foundation to be a 501(c)(3) tax-exempt public charity, and audited financial statements available for the public to review. This, along with information regarding our investment managers and fees, is available for review in our offices during normal business hours. Please contact us for information.

2008 Financial Facts

• Net investment assets: $41 million
• Endowed permanent assets: $7.4 million
• Gift and Grant Income in 2008:  $5.5 million
• Grants disbursed in 2008: $4.1 million
• Charitable funds: 152

Financial Statements

• 2007 Financial Statement
• 2006 Financial Statement
• 2005 Financial Statement
• 2004 Financial Statement

Investment information

• Investment Practices