The Ventura County Community Foundation (VCCF) represents the entire Ventura County. We oversee $155 million in total assets and serve as fiduciary to more than 600 philanthropic funds. We operate on a fiscal year that begins October 1st and ends September 30th.

VCCF’s capacity to serve the community is directly tied to its ability to preserve and enhance the charitable capital entrusted to us. The Board of Directors has developed highly respected investment policies and guidelines that provide for prudent asset management. An Investment Committee, comprised of volunteer experts and Board Members knowledgeable in the investment field, oversees all investment activities of VCCF. Canterbury Consulting serves as Investment Consultant, and has done so since 1991.

Financial Documents Available

Conejo Valley Victims Fund Attestation Report

FY 2023 Audited Financial Statements

FY 2022 Audited Financial Statements

FY 2021 Audited Financial Statements

FY 2020 Audited Financial Statements

FY 2019 Audited Financial Statements

FY 2018 Audited Financial Statements

FY 2017 Audited Financial Statements

FY 2016 Audited Financial Statements

FY 2015 Audited Financial Statements

FY 2022 Form 990

FY 2021 Form 990

FY 2021 Form 990-T

FY 2020 Form 990

FY 2020 Form 990-T

FY 2019 Form 990

FY 2018 Form 990, Form 2018 Form 990-T

FY 2017 Form 990

FY 2016 Form 990

FY 2015 Form 990

Investment Policy & Overview 

VCCF Investment Policy

Each year, VCCF investment policies are thoroughly reviewed by the Investment Committee whose recommended changes are forwarded to the Board of Directors. These policies outline annual distribution amounts, investment goals, long-term investment objectives, and asset allocation targets.

Annual distribution policies are based upon a total return strategy that are intended to provide for long-term capital appreciation. The current annual distribution policy for most funds is 5% of the total fund value, based upon a 16 quarter rolling average taken as of June 30th.

Our long-term investment goal is straightforward: to grow the portfolio in real, inflation-adjusted terms in order to meet annual fund distribution needs, while preserving and enhancing purchasing power.

Investment Fees

Each fund at VCCF shares pro-rata the actual costs of the investment process, consultants and baseline fees, as each fund also shares pro-rata the returns. At present, investment fees are 0.88%.

* For more information, please contact Bonnie Gilles, Chief Financial Officer, at

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