Skip to main content

We have been a partner with local individuals, families and businesses for raising the quality of life in our community since 1953.

We provide effective ways to make meaningful charitable contributions while realizing significant tax advantages. We listen to your priorities, advise on strategic giving, handle the investment of the gift and manage your charitable grants to worthwhile causes.

Audited Financial Reports

Fiscal Year 2022 Annual Audit Report and Financial Statements
Fiscal year 2021 annual audit report and financial statements
Fiscal Year 2020 Annual Audit Report and Financial Statements
Fiscal Year 2019 Annual Audit Report and Financial Statements

Fiscal Year 2018 Annual Audit Report and Financial Statements

Form 990s

Fiscal Year 2020 Form 990
Fiscal Year 2019 Form 990
Fiscal Year 2018 Form 990
Fiscal Year 2017 Form 990

If you do not have Acrobat Reader, click here to obtain a free copy of the program.

To request our investment performance data, please email Carolyn Newham at

Investment Managers
View Investment Managers ListiNG

Fund Listing
View full fund listing

Annual Report
CFT 2022 Annual Report

Financials for Fiscal Year ending June 30, 2022

Total Assets:

Total Grants Paid:

Total Gifts Received:

Number of Funds:

Cumulative Grants:

ASSETS (in millions, unaudited)
2022 COMPOSITION OF ASSETS (in millions, unaudited)
GIFTS (in millions, unaudited)
2022 COMPOSITION OF GIFTS (in millions, unaudited)
TOTAL GRANTS PAID (in millions, unaudited)

For a listing of named funds at CFT and to review the annual independent audit report and the related audited consolidated financial statements with footnotes, please click here.


Annual Reports

2022 Annual Report

2021 Annual Report

2020 Annual Report

2019 Annual Report

2018 Annual Report

2017 Annual Report

2016 Annual Report

2015 Annual Report

2014 Annual Report

2013 Annual Report

2012 Annual Report

2011 Annual Report

2010 Annual Report

2009 Annual Report