Financial & Investment Information

At the Ann Arbor Community Foundation, we take our fiduciary responsibilities seriously. AAACF currently manages more than $130 million in total assets and 550+ charitable endowed funds for our community.

As a public trust, it is incumbent upon us to be good stewards of the gifts entrusted to us. Our long-term investment strategy and a sound spending policy are intended to ensure our donors’ gifts and charitable funds will continue to grow and be able to generate a consistent level of grant support each year, even amidst market volatility.

Investment Oversight

To ensure proper oversight of our investment activities, we maintain a multi-tiered system that oversees AAACF’s investment portfolio, performance and management. This includes our Board of Trustees and Investment & Finance Committee, as well as our professional investment consultants, Prime Buchholz & Associates.

Endowment pool returns:

The Ann Arbor Area Community Foundation is a tax-exempt public charity. Our federal EIN/tax identification number is 38-6087967.

Financial Information & Forms

AAACF annually appoints an independent auditor to conduct an audit of the financial statements of the Foundation. Our audit & financial information, as well as our 990 Forms are available online:

• 2016 Audit and Financial Report (.PDF)
• 2015 Audit and Financial Report (.PDF)
• AAACF 2016 Federal 990 Form (.PDF)
• AAACF 2015 Federal 990 Form (.PDF)
• AAACF 2014 Federal 990 Form (.PDF)