CREATION OF PERMANENT CHARITABLE FUNDS, ADMINISTATION AND INVESTMENT OF THOSE FUNDS, AND GRANTS TO CHARITABLE ORGANIZATIONS, PRIMARILY IN THE AREA OF DANE COUNTY, WISCONSIN. GRANTS ARE MADE BOTH THROUGH A COMPETITIVE PROPOSAL PROCESS AND IN RESPONSE TO RECOMMENDATIONS FROM DONOR FUNDHOLDERS. 45 NEW FUNDS WERE CREATED IN 2024; 1,304 FUNDS WERE HELD AT THE END OF 20242,350 GIFTS WERE RECEIVED FROM 1,018 DONORSANNUALIZED INVESTMENT RETURN, NET OF FEES, AS OF 12/31/24 WAS: 10.1% (1YR); 3.5% (3YRS); 7.7% (5YRS); 7.6% (10YRS); 7.4% (15YRS) PERCENTILE RANKING IN INVESTMENT SURVEY OF PEER COMMUNITY FOUNDATIONS WAS: 44% (1YR); 81% (3YRS); 57% (5YRS); 71% (7YRS); 93% (10YRS)2,105 GRANTS WERE DISTRIBUTED63% OF GRANTS WERE DISTRIBUTED TO ORGANIZATIONS IN DANE COUNTY, 18% TO ORGANIZATIONS IN OTHER WISCONSIN COUNTIES, 19% TO ORGANIZATIONS IN OTHER STATES.
