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Financials

Investing in a Brighter Future with Community Foundation Tampa Bay

We are your partner and advisor as you create and manage your charitable investments.

Financials

Investing in a Brighter Future with Community Foundation Tampa Bay

We are your partner and advisor as you create and manage your charitable investments.

Investing for Maximum Success

Funds at Community Foundation Tampa Bay have the benefit of being part of a large institutional investment pool, which allows broad diversification and cost-effective management.

Investment Performance Overview

5.30%

Previous 12 Months

5.29%

Previous 3 Years

8.13%

Since Founding in 1990

*as of 3/31/25

Investment Options

Long-Term Investment Strategy

A majority of our donors choose this option to capture the greatest potential for significant growth over time, even if there is short-term volatility or loss.

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Intermediate-Term Investment Strategy

This strategy appeals to those who want to balance the potential for growth with lower risk for value-eroding loss or volatility.

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Short-Term Investment Strategy

This strategy is usually chosen by those who want to preserve capital to meet more immediate philanthropic needs and who prefer minimal risk.

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Individually Managed Charitable Accounts

Donors may choose to have the wealth manager they work with regularly continue to manage the investment of their charitable donations.

Learn More

Committed to Excellence

Community Foundation Tampa Bay meets the National Standards for U.S. Community Foundations, meaning it maintains a high level of impact, operational excellence, donor service, and accountability.

We are committed to financial transparency and fiduciary responsibility. Our most recent Form 990s and audited financial statements from Rivero, Gordimor & Company are available below. EIN #59-3001853

990 2022 - period ending June 30, 2023 990 2023 - period ending June 30, 2024 2023 Audit 2024 Audit

Investment Expertise

Our Investment Committee is made up of knowledgeable professionals who volunteer their time, overseeing, and advising our Board of Trustees on policies for investing the funds and endowments of the Community Foundation. AGW Capital Advisors has been the Foundation’s investment manager since 2010.

Investment Policy Statement

Ready to Make an Impact?

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