Investment Strategy & Performance
As stewards of the charitable funds entrusted to us, Berkshire Taconic Community Foundation is committed to seeking the best possible returns while minimizing risk so that donors can grant more to the communities and causes they care about—now and for years to come.
Investment Performance as of June 30, 2026
| Pool | Q1 2026 | 1 Year | 3 Years | 5 Years | 7 Years | 10 Years | Assets |
|---|---|---|---|---|---|---|---|
| Managed Pool | 8.2 | 15.3 | 13.5 | 8.9 | 11.2 | 10.9 | $252.3M |
| Managed Pool Benchmark | 8.9 | 17.5 | 13.7 | 8.4 | 10.7 | 10.1 | N/A |
| Traditional 65% Equities / 35% Bond Index | 9.9 | 15.2 | 13.9 | 6.6 | 8.6 | 8.5 | N/A |
| Socially Responsible Pool | 10.3 | 16.0 | 14.7 | 7.9 | 9.8 | 9.4 | $22.6M |
| Income Pool | 0.8 | 4.2 | 5.1 | 2.0 | 2.7 | 2.8 | $2.2M |
| Minimum Risk Pool | 0.8 | 3.7 | 4.4 | 3.4 | 2.6 | 2.1 | $4.0M |
Investment Pools & Return Detail
MANAGED POOL
The Managed Pool is an endowment-model portfolio that is highly diversified across global public equity, global private equity, flexible capital, fixed income, and liquid capital. This portfolio seeks strong long-term returns while maintaining a moderate level of risk. The average annual investment management fee is 0.89%, and returns are reported net of managed fees.
View current Managed Pool performance
SOCIALLY RESPONSIBLE INVESTMENT (SRI) POOL
The SRI Pool invests in marketable equities and fixed income to earn competitive long-term returns using environmental, social, and governance (ESG) screens. The portfolio excludes companies involved in Oil, Gas & Consumable Fuels, Fracking, Tar Sands, Carbon Reserves, Coal, Nuclear Power, and For-Profit Prison Facilities. The portfolio also excludes companies that derive more than 5% of their revenue from Gambling, Civilian Firearms, Alcohol, Tobacco, or Adult Entertainment. The average annual investment management fee is 0.38%.
View current SRI Pool performance
INCOME POOL
Appropriate for funds seeking modest income with a low level of risk. This pool invests in intermediate- and short-term bonds and U.S. Treasuries. The average annual investment management fee is 0.35%, and the allocation is 100% fixed income and cash equivalents.
View current Income Pool performance
MINIMUM RISK POOL
Appropriate for funds that are short-term in nature and seek minimal risk. Assets are invested in a government money market fund. Returns fluctuate with daily money market rates. The investment management fee is 0.32%.
Financial Information
Founded in 1987 with an anonymous donation of $100,000, we now manage charitable assets of $200 million. Through sophisticated investing, careful management of operating expenses and generous contributions from individuals, families and organizations, we continue to grow and serve as an enduring source of support for current and future needs.
Audited Financial Statements
2024 2023 2022 2021 2020 2019 2018
Form 990
2024 2023 2022 2021 2020 2019 2018
