Investments

Investment management of Valley Community Foundation funds is overseen by The Community Foundation for Greater New Haven's Board of Directors. The Board's Investment Committee recommends all modifications to the Statement of Investment Policy, sets market-driven performance benchmarks, and monitors all practices and performance of the underlying investment.

Each document below shows a snapshot of the relative investment performance of The Community Foundation for Greater New Haven's Corporation, including those endowments managed for the Valley Community Foundation, and its two largest trustee banks, and includes each entity's market-driven investment performance benchmark as reported by Colonial Consulting LLC.

 Investment performance - May 2010

Investment Performance - April 2010

Investment Performance 1st Quarter 2010

Investment Performance 4th Quarter 2009

Financials

The Valley Community Foundation's financial summaries are part of The Community Foundation for Greater New Haven's audited financial statements in accordance with generally accepted accounting principles for supporting organizations.

The information contained in the financial summaries below is included in The Community Foundation for Greater New Haven's audited financial statements.

The Valley Community Foundation Financial Statement (2009)

 Form 990 (2009)

 IRS Designation Letter