Board of Directors | Administration | Strategic Plan

At the end of fiscal year 2006, CPF’s assets were worth over $154,000, consisting of 65% in cash and bank CDs and 35% in mutual funds.  The mix of mutual funds was selected for diversity and minimal market risk.  While the market has fluctuated, the overall returns for the mutual funds in the past decade have been 10%.  The endowment has grown from $56,560 in 1990 to over $154,000 by the end of 2006.  CPF’s scholarship awards have correspondingly increased significantly from $3,600 in 1990 to over $25,000 today.  

CALIFORNIA PLANNING FOUNDATION BUDGET