Financial Information
As a public charity, the Community Foundation of Broward adheres to the highest standards to operate in the public view and the public interest. Our federal tax returns, Internal Revenue Service letters verifying our 501(c)(3) tax-exempt public charity status and our audited financial statements are available below.
If you have any questions about your Fund Statement, please contact Michael G. Vizzi, Chief Financial Officer at 954.761.9503 x107.
Investment Strategies
- a broadly diversified portfolio to help protect our investments in the long term;
- a nationally acclaimed investment consultant who provides us with research, makes recommendations and monitors the individual performance of investment managers selected;
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- an independent investment committee comprised of highly experienced and successful individuals from our community who make the necessary investment decisions; and
- a well defined investment policy.
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Asset Allocation
Total Assets