Welcome

CFFK is pleased to provide this online special feature for our Fund Advisors — the individuals and organizations that have funds at CFFK. Fund statements and new messages will typically be posted here by the 20th of the month following the end of each quarter. Please let us know if you have difficulty accessing your statements or navigating through this special section.

Message from Dianna Sutton, July 2018:

Your Quarterly Fund Activity Statement for the period ending June 30, 2018 is available below. The most recent Quarterly Investment Performance Report is available here.

Despite market volatility, the main endowment investment pool performance is up approximately 1% through June 30. Diversification has proven to be an investment strategy that smooths performance and protects the asset base.

We are pleased to report we have added nine new philanthropic partners with nine new funds since the first of this year, bringing the total to 147 funds and endowments under CFFK management. This year’s first grant round distributed over $60,000 to 12 not-for-profit Arts and Culture organizations. Also, we are continuing with our Hurricane Irma Disaster Relief Initiative to distribute additional grants by the end of July.

The 2017 audit report for CFFK is now finalized and available here. You will also find a copy of Form 990 and attachments for CFFK covering the year 2017 here.

We are working to provide you the best service in managing your fund investments and grant distributions. Please do not hesitate to contact Mark Songer or me if you have any questions.

Sincerely,

Dianna L. Sutton, President and CEO

Questions?

If you have questions about CFFK, your fund, or fund statement, please call 305-292-1502 or contact us here. 

Below are the most recent Fund Activity Statements for your fund. To access, select the link in the list below on the right, then click in the viewing box on the left.