Board of Directors | Administration | Strategic Plan

At the end of fiscal year 2007, CPF’s assets were worth almost $169,000, consisting of 60% in cash and bank CDs and 40% 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 13 years have been 9.5%. The endowment has grown from $56,560 in 1990 to almost $169,000 by the end of 2007. CPF scholarships and awards have increased even more significantly — from $3,600 in 1990 to $48,000 in 2008.

CALIFORNIA PLANNING FOUNDATION
CURRENT BUDGET

Approved of 1/23/09