Welcome to the resource page for nonprofit agency fundholders. We know that you often have questions very specific to a fund at the Foundation, and we hope to offer insight and helpful tips to answer these questions. This page will be updated regularly, with resources helpful to you and your board. If you have any suggestions for content, please let us know.

Your Fund Statement

You may view a mocked-up fund statement here to help you better understand how they work, and what certain sections mean.

Fund statements go out approximately 45 days after the close of the quarter.

Our schedule is as follows:

  • Mid- February
  • Mid – May
  • Mid-August
  • Mid-November

We are not able to offer electronic statements at this time. We are hoping to soon provide this option and will be sure to let you know as soon as it is available.