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. Monthly Investment Performance - January 2010 Investment Performance 4th Quarter 2009 Investment Performance & Snapshot 3rd Quarter 2009
Investment Performance 2nd Quarter 2009
Investment Performace 1st Quarter 2009
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 Statements (2008)
Form 990
IRS Designation Letter
A complete list of the investment managers who manage The Foundation's assets is available upon request.
Inquire via email or mail to:
The Community Foundation for Greater New Haven Attn: Donor Services 70 Audubon St. New Haven, CT 06510
VCF President helps kickoff local Read Across...
Applications Available for Imperato Family Sc...
Women's Group Aids Female Entrepreneurs