South Dakota Community Foundation

South Dakota Community Foundatio

Our Funds


		Why Invest Those who Have Example Fund Rate of Return Community Savings Account


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Example Fund

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SDCF FACTORS

5% Distribution Policy:

The annual grantmaking distribution is 5% of average fair market value of total endowment, which average is to be computed based on sixteen quarter trailing average.

Funds must be invested for one year to be eligible for valuation. All funds are valued as of December 31 of each year

and funds are available for distribution the following year.Funds established in 2007 will be valued 12/31/08 and distributions available in 2009. Money can be held outside of the endowment to make distributions during the first year.

Average Rate of Return:

Last 10 years: 7.5%

EXAMPLE FUND

$100,000 Fund - $1,100
(1.10% x $100,000)

$100,000 x 5% - $5,000

CALCULATION

$60,156,916	Fair Market Value
x 7.5 %	10 yr Average Ret.
$ 4,511,769	Total Earnings
x .17%	Fund % to Total
$ 7,670	Fund Earnings
$ 1,100	Administrative Fee
$ 6,570
$ - 5,000	Distribution
$ 1,570	Undistributed
	Income that is added to your fund
	Income that is added to your fund

South Dakota Community Foundatio

South Dakota Community Foundation • 207 East Capitol - Box 296 • Pierre, SD 57501

Telephone: (605) 224-1025 • Fax: (605) 224-5364 • Toll Free: (800) 888-1842