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Investment Performance Print E-mail

Inland Northwest Community Foundation is proud to be the steward of more than $67 million which includes 305 charitable funds (as of June 30, 2011), entrusted to us from generous donors throughout the Inland Northwest. We have made more than $39 million in grants and scholarships throughout the region since our inception in 1974.

Consolidated Investment Fund Performance

The Foundation's endowed assets are pooled in a portfolio specifically created for Inland Northwest Community Foundation. Our Board of Directors, professional staff and external investment consultant, R.V. Kuhns & Associates, monitor the performance of the Consolidated Investment Fund on a monthly basis and oversee the Foundation's investment policy, including asset allocation.  The names of the investment managers and fees are available upon request.

Inland Northwest Community Foundation
Consolidated Investment Fund Performance

as of June 30, 2011*

 

INWCF Investment Return**

Custom Benchmark***

Difference

One year

+19.43% +18.72% +0.71%

Three years

+2.00% +1.95% +0.05%

Five years

+4.05% +3.62% +0.43%

Seven years

+6.14% n/a n/a

* These numbers are unaudited, pre-closing fiscal year-end numbers.  Audited numbers will be available October 2011.

** INWCF returns are net of investment management fees.

*** Custom benchmark is derived from a weighted average of the major stock and bond indexes based on INWCF's asset allocation target.