3103 Manatee Ave West, Bradenton, FL 34205
Office: 941.747.7765 - Fax: 941.747.7899

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 »    Wednesday, February 22, 2012
Financial Highlights
The following items comprise a financial summary about the Manatee Community Foundation.  Please note, that as a Supporting Organization, the Manatee Community Foundation pools its assets for investment purposes with the Community Foundation of Sarasota County.  Manatee Community Foundation is included in the audit of the Community Foundation of Sarasota County.  A copy of the certified financial audit may be obtained by calling Mark A. Rehder, Vice President of Finance & Administration, (941) 955-3000 or by email request to mark@cfsarasota.org.  To view the most recent IRS Form 990 click here.

Charts & Graphs (click to view the following):

Investment Charts (click to view the following):

Financial Partners

   The bulk of the combined Community Foundations' funds are invested with nine money managers who are either local brokerages or trust institutions. 
    The investments are allocated approximately 60 percent in equities, 32 percent in fixed income securities and 8 percent in cash or alternative investments, all under the guidelines of an investment policy that is overseen by a six member volunteer investment committee.
   The Community Foundation also maintains a gift annuity reserve fund in accordance with laws of the State of Florida.
 
  • AXA Advisors
  • Bank of America/U.S. Trust
  • Harris Trust
  • Merrill Lynch
  • Morgan Stanley Smith Barney
  • Northern Trust Bank
  • SunTrust Bank
  • Wells Fargo Advisors
  • Whitney National Bank