|
 |
|
|
The Saint Paul Foundation and its affiliate, Minnesota Community Foundation, have formed an investment partnership, the Community Investment Group, to obtain unified professional management of their investments.
Our asset allocation strategy is to invest 42 percent in domestic stocks, 15 percent in international stocks, 25 percent in fixed income securities and 18 percent in alternative investments.
|
The Foundation's auditor, KPMG LLP, has issued an unqualified opinion on the Foundation's fnancial statements for the year ended December 31, 2007.
Download the complete 2007 audited statements. (72 KB)
|
|
The Foundation's auditor, KPMG LLP, has issued an unqualified opinion on the Foundation's fnancial statements for the year ended December 31, 2006.
Download the complete 2006 audited statements. (68 KB) |
|
Download the Foundation's IRS Form 990 for 2007. (958 KB)
|
|
Total Assets
$909.5 million
Total Grants
$46.5 million
Total Contributions
$46.8 million
One Year ... 12.3%
Three Years ... 11.1%
Five Years ... 9.4%
Ten Years ... 9.4%
|
Summarized below are the Community Investment Group’s asset allocation and investment performance as of December 31, 2006.
Change in Value $10,000 Invested at Inception
|
|
|
|
|
|
