A Century of Service. Giving for Good.
Glossary

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St. Louis Community Foundation

#2 Oak Knoll Park
Saint Louis, MO 63105

tel 314-588-8200
fax 314-588-8088

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accreditedcfsealThe St. Louis Communitiy Foundation, the first community foundation established in Missouri, is proud to be among an elite group nationwide to be confirmed in compliance with the National Standards for U.S. Community Foundations.

    • R

      Real Property:

      Real estate, land, home (residence or vacation), farm.

    • Realized Gains/Losses:

      Increases/decreases in investments attributable to the sale of investments.

    • Restricted Funds:

      Assets or income that is restricted in its use, in the types of organizations that may receive grants from it or in the procedures used to make grants from such funds.

    • Retained Life Estate:

      The donor gives remainder interest in a personal residence, vacation home or farm, subject to the right to live in the home (or work the farm) for the lifetime of the donor and/or another person. Also known as Future Interest Property.

    • Retirement Plan Assets:

      Assets held in qualified retirement plans, including employers’ pension or profit-sharing plans or salary deferral plans such as 401(k) and 403(b).

    • Return, Rate Of:

      The rate of return on an asset is a measure of investment performance and should be determined on a total-return basis, i.e., including realized and unrealized changes in market value in addition to earned income (i.e., dividends and interest income). Managers may report returns before or after management advisory fees, but returns are always reported after brokerage and trading costs.

    • Return, Real:

      A real return is the nominal or actual return adjusted for inflation, as measured by the Consumer Price Index (CPI).

    • Return, Total:

      A measure of an investment’s return that includes both realized and unrealized changes in market value plus earned income.

St. Louis Community Foundation

#2 Oak Knoll Park, St. Louis, MO 63105
tel 314-588-8200, fax 314-588-8088
info@stlouisgives.org