Financial & Investment Information
The Community Foundation currently manages nearly $60 million in total assets on our community’s behalf in more than 400 charitable endowed funds.
We provide wise stewardship of the charitable gifts entrusted to us and we take our fiduciary responsibilities seriously. To ensure proper oversight, we have a multi-tiered system that oversees our investment performance and management:
- AAACF’s Board of Trustees has ultimate responsibility in overseeing the prudent investment of our assets. Prominent community leaders with professional expertise in a wide variety of fields bring critical knowledge and valuable perspective to AAACF's operations. To meet our Board of Trustees.
- AAACF’s Finance & Investment Committee - which includes local finance professionals and our CFO - monitor our investment performance and activity. This highly qualified group meets regularly to review and assess AAACF’s fiscal policies and investment strategy.
- AAACF's Finance & Investment Committee meets quarterly with our Investment Consultant, Prime Buchholz & Associates, Inc. – who provide quarterly reports and monitor the performance and investing strategy of our various fund managers.
For more detailed information concerning AAACF's Financial Statements and Investments:
- Year-End Financial Statements
- Financial Dashboard
- Investment Policy
- Investment Managers
- Spending Policy
- Investment & Finance Committee
For more information, please contact AAACF CFO Doug Weber or call us at (734) 663-0401.

