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.
Your Fund Activity Statement for the period ending June 30, 2020 is available below. The Investment Performance Report with time-weighted returns from Mason Investment Advisory Services (Mason) is available here.
Certainly, this has been one of the most interesting quarters in our lifetimes, and the history of the Community Foundation of the Florida Keys. During this COVID-19 pandemic, our staff has been working continuously to serve you. It is always great to hear from you and we are available at 305-292-1502 to help with new gifts to your fund, assist in planning for future payouts, and answer questions like how to access your account online in lieu of receiving paper statements.
Despite recent “panic” regarding stock market turbulence, I assure you that the Community Foundation remains steadfast to our promise to you to grow the value of your fund. Although values are still negative year-to-date, a typical fund earned over 16% in this quarter by staying invested. This investment return is a result of our diversification across asset classes, managers, and companies worldwide, and our strict investment plan designed to ensure long-term success. Thank you for staying the course with us.
Jennifer McComb, President and CEO
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.