Ann Arbor Area Community Foundation

50 years of good 1963 - 2013

Financial Dashboard

As of September 30, 2014
Total Assets: $ 77.2 million

 

Cumulative Investment Returns - Annualized as of 09/30/2014:

 1 Year                   3 Years            5 Years  
  10.2%                     12.5%                9.5%

 

YTD Return:          Annual Investment Return:

09/30/2014                 2013         2012             2011            2010       
    5.3%                           14.0%        13.5%             -1.9%           13.6%

 

Asset Allocation as of 09/30/2014:

                                                                    Target                  Actual    

Domestic Equity                                      22.5%                   25.3%
International Equity                                 25.0%                   23.5%
Private Equity (Venture Capital)              7.5%                     6.8%
Flexible Capital                                        22.5%                   23.8%
Inflation Hedging                                     10.0%                     9.6%
Fixed Income                                            12.5%                   10.6%
Liquid Capital                                             0.0%                      0.4%

 

New Gifts and Pledges
Year to Date:                               Annual:

  09/30/2014       09/30/2013              2012                2011                  2010       
 $ 2,689,557      $ 2,347,296         $ 5,595,207     $ 3,057,227     $ 8,237,548

 

Grants paid through September 30, 2014  
Total: $ 3,502,855

  Competitive      Donor Advised         Scholarship         Agency Endowment        
  $ 2,288,804           $ 480,141                $ 135,664                     $ 598,246

* 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.