Our Investments

The Foundation’s funds are managed professionally by Ferguson Wellman Capital Management in a diversified portfolio, balancing growth with long-term security. All donations are considered endowment contributions and are invested unless received with specific instructions to the contrary. The investment and administrative costs are less than 2 percent of the total endowment annually.

Siskiyou Field Institute Challenge Course

Siskiyou Field Institute Challenge Course

Ferguson Wellman has returned the following for the Four Way Community Foundation since beginning services in 1996 with net funds provided of $2,126,206 (original deposits plus contributions and minus withdrawals).

Time Weighted Total Returns (annualized) as of December 31, 2018*:

  • One Year = -5.11%
  • Three Years = 4.45%
  • Five Years = 3.54%
  • Ten Years = 7.38%

The current market value of Four Way’s portfolio as of December 31, 2018 is $7,333,791 which indicates a net investment gain of $5,207,586. The total return since inception (21 years) is 359.42% with a compounded annual return of 7.01%.

Grants: $6,404,920
Scholarships: $201,734
Total grants awarded since 1981: 6,606,654

*Pricing and indices from Interactive Data Corporation and Bloomberg Financial Markets.
Returns calculated per the Global Investment Performance Standards (GIPS®).
Returns are net of transactions costs and gross of fees.