About CFT > Financials & Investments

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Catalyzing change in critical areas

A charitable partner since 1953

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. We’re committed to maximizing our community impact through responsible use of funds, ethical advisory, and prudent management.

2025 CFT Annual Report

2025 Annual Report

2024 Annual Report Champions of Community

2024 Annual Report

2023 annual reports

2023 Annual Report

annual report 2022 n

2022 Annual Report

Fiscal Year 2025 Annual Audit Report & Financial Statements

Fiscal Year 2024 Annual Audit Report & Financial Statements

Fiscal Year 2023 Annual Audit Report & Financial Statements

Fiscal Year 2022 Annual Audit Report & Financial Statements

Fiscal Year 2025 Form 990

Fiscal Year 2024 Form 990

Fiscal Year 2023 Form 990

Fiscal Year 2022 Form 990

CFT’s impact at a glance

$2B

In total assets

$191M

Total grants paid in FY26

$211M

Total gifts received in FY26

1,400+

Charitable funds managed

$3B+

Cumulative grants
since 1953
ASSETS (in millions, unaudited)
AR26 Financials Assets Graph

FY26 composition of assets

Fund
Amount
Donor-Advised Funds
$694
W.W. Caruth, Jr. Fund
638
Discretionary Funds
240
Designated Funds
226
Nonprofit Agency Funds
63
General Operating/Reserve Funds
47
Scholarship Funds
44
Other Supporting Organizations
26
Trusts/Annuities
18
Total Assets
$1,996
GIFTS (in millions, unaudited)
AR26 Financials Gifts Graph

FY26 composition OF GIFTS

Fund
Amount
Donor-Advised Funds
$107
Designated Funds
46
Nonprofit Agency Funds
44
Discretionary Funds
9
Scholarship Funds
4
Other Supporting Organizations
1
Total Gifts
$211
TOTAL GRANTS PAID (in millions, unaudited)
AR26 Financials Grants Graph

FY26 Composition OF Grants

Fund
Amount
Donor-Advised Funds
$84
Nonprofit Agency Funds
46
Designated Funds
36
W.W. Caruth, Jr. Fund
13
Discretionary Funds
8
Scholarship Funds
4
Total Grants
$191

Fiscal year 2026
grants distribution

Since our inception in 1953, we have made more than $3 billion in grants to support education, health care, public safety, social services, animals, and the arts — touching nearly all aspects of life in our community.

In the 2026 fiscal year, we awarded grants to nonprofits totaling $191 million. A breakdown of how these grants were invested is shown in the chart to the right, which includes grants from our donor-advised, nonprofit agency, and designated funds.

Total Grants Paid for
FY 2026: $191 Million

AR26 Financials Grants PieChart

View our fund listing

View our investment managers​​

Learn more about our investments

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