Finance & Investments

About Our Financials

The Community Foundation of Collier County (CFCC) is a tax-exempt, public, charitable fund, established in 1985 with a $300,000 endowment and a vision for increasing private philanthropy in Collier County.  As of June 30, 2021, the Foundation managed over $280 million in assets and had distributed over $216 million in grants to nonprofit organizations and community programs.

FY Growth and Assesments

Total Assets
$M
2016
Total Assets
$M
2017
Total Assets
$M
2018
Total Assets
$M
2019
Total Assets
$M
2020

Permanent Endowed Funds

The Community Foundation manages a pool of permanent endowed funds established by charitable individuals and makes grants from the investment earnings to address community needs and issues. Through sound investing, effective grantmaking and building the capacity of Collier County nonprofit agencies, the Community Foundation seeks to strengthen our community for good and forever.

FY Grant Distributions

$M
2016
$M
2017
$M
2018
$M
2019
$M
2020

About Our Investments

The Foundation contracts with Crewcial Partners to manage its Endowment/Long-term Pool, Index Pools, and SRI Pool.  If a donor has an existing relationship with any of our Financial Partners,  the Community Foundation can use the partner as the investment manager for that donor’s specific fund.

The Importance of Transparency

The Community Foundation of Collier County adheres to the highest standards to operate in the public view and public interest. Our financials are updated quarterly and available for review upon request. You may also review our most recent Community Report, the last five years of our Financial Statements, tax documents, including Internal Revenue Service Form 990 and Form 990-T (if applicable), our Articles of Incorporation and Amendments and our ByLaws below.

Closeup woman filling form of Individual Income Tax Return,

learn more

To learn more, please contact:

Wendy Ponting
CFO
239.307.4520
wponting@cfcollier.org