Ann Arbor Area Community Foundation

50 years of good 1963 - 2013

Financial Dashboard

As of March 31, 2015
Total Assets: $ 78.9 million

 

Cumulative Investment Returns - Annualized as of 03/31/2015:

 1 Year                   3 Years            5 Years  
  5.3%                      8.7%                  8.3%

 

YTD Return:          Annual Investment Return:

3/31/2015                2014        2013            2012            2011       
    2.2%                          5.3%       14.0%           13.5%          -1.9%

 

Asset Allocation as of 09/30/2014:

                                                                    Target                  Actual    

Domestic Equity                                      22.5%                   25.3%
International Equity                                 25.0%                   22.5%
Private Equity (Venture Capital)               7.5%                     6.9%
Flexible Capital                                        22.5%                   23.7%
Inflation Hedging                                     10.0%                     9.2%
Fixed Income                                            12.5%                   10.5%
Liquid Capital                                             0.0%                      2.0%

 

New Gifts and Pledges
Year to Date:                               Annual:

3/31/2015       3/31/2014              2012                2013                  2012       
 $200,127      $ 150,008         $ 4,636,689     $ 6,430,561     $ 5,595,207

 

Grants paid through 3/15/2015  
Total: $ 207,249

  Competitive      Donor Advised         Scholarship         Agency Endowment        
  ($9,191)           $ 152,740               $  -                               $ 7,500

* NOTE:  
Grant Total does not reflect grants paid from AAACF Special Project Funds which support special community projects like the Ann Arbor SkatePark, Rutherford Pool, and Warm the Children - or Scholarships that have been awarded, but not yet paid.