Facts & Financials

Fiscal Year 2020 Community Impact Report

2020 Community Foundation Annual Report – Download PDF

Facts

The Community Foundation of Tampa Bay by the numbers:

FOUNDED: 1990

ASSETS: $287.9 million*

GRANTS DURING FISCAL YEAR 2020: $20.3 million

TOTAL GRANTS SINCE 1990*: $250.8 million

NUMBER OF ACTIVE FUNDS*: 1,200

NUMBER OF NONPROFIT ENDOWMENTS*: 213

OUR SERVICE AREA: Hillsborough, Pinellas, Pasco, Hernando and Citrus counties

NUMBER OF COMMUNITY FOUNDATIONS IN THE U.S.: 700+

NUMBER OF COMMUNITY FOUNDATIONS IN FLORIDA: 27

OUR RANK IN ASSET SIZE IN THE U.S.:  87TH

OUR RANK IN ASSET SIZE IN FLORIDA: 5TH

*As of June 30, 2020, the end of the 2019-20 fiscal year

EIN: 59-3001853

Financial information

Donors trust us to invest their philanthropic legacies now and for the future. We are committed to meeting the highest standards of fiduciary responsibility, stewardship and transparency.

Form 990 2018 (for period ended June 30, 2019)

Form 990 2017 (for period ended June 30, 2018)

2018 Audited Financial Statement

2019 Audited Financial Statement

Investments

We invest the assets entrusted to us according to best practices and rigorous standards, with a goal of long-term growth and sustainability. Our Investment Committee, made up of knowledgeable professionals who volunteer their time, oversees and advises our Board of Trustees on policies for investing the funds and endowments of the Community Foundation. AGW Capital Advisors has been the Foudnation’s investment managers since 2010.

Investment Policy Statement

 

National Standards

The Community Foundation of Tampa Bay meets the National Standards for U.S. Community Foundations, maintaining a high level of impact, operational excellence, donor service, and accountability. Learn more about this accreditation here.

Tax ID  59-3001853

Legal Counsel
Allen Dell, P.A.
Frank J. “Sandy” Rief III

Auditor
Rivero, Gordimer & Company

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