Financial Goals & Impact

Goal

$30,000,000

Investment Strategy

Funds are invested alongside other assets of LCBF in a diversified portfolio designed to generate income, preserve principal, and support long-term growth. Over the past 20 years the portfolio has achieved a net annual return of 7.67%.

Projected Financial Impact by 2030

Investment revenue from $30,000,000
at 4.5% (assuming a 7% annual return)
will provide $1.35 million annually
to sustain LCBF’s mission.

Annual Funding Provisions

$600,000

Scholarships for low-income families

$100,000

Expanding student scholarships

$50,000

Increasing support for senior Brothers

$350,000

Covering 70% of LCBF’s operating costs