Performance
With a forever funding horizon, the Foundation investment philosophy prioritizes the preservation of the original donor gift. Gifts are invested in order to create annual income which is distributed to the charitable organization or purpose as designated by the donor.
The Foundation places its investment priorities as follows:
- Preservation of principal (original gift)
- Annual, consistent grant & scholarship payouts
- Long-term Purchasing power (keeping up with inflation)
- Real growth of principal
Even with the economic challenges of the past 15 years, the Parke County Community Foundation continues to provide investment returns exceeding that of the Lipper Balanced Index, with our 15-year numbers (9%) our-performing the index by 2.6% annually.
The Parke County Community Foundation remains steadfast in our efforts to develop and maintain the trust that donors have placed with us.
| 1 Year | 5 Years | 10 Years | |
|---|---|---|---|
| PCCF Portfolios Rate of Return | 14.83% | 8.43% | 8.16% |
Financial Reports
Every day, the Parke County Community Foundation and its donors make a difference in our community.
The Parke County Community Foundation pays close attention to financial services, demonstrating its responsibility to its donors and the community. The Financial Statements are available for viewing by clicking on the links below. Please contact the Community Foundation if further financial information is needed.