Financials & Investments
At the Ann Arbor Community Foundation, we take our fiduciary responsibilities seriously. AAACF currently manages more than $170 million in total assets and 600+ 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
| Investment Returns | 1 Year | 5 Year | 10 Year |
|---|---|---|---|
| AAACF | 15.7% | 10.5% | 7.3% |
| Benchmark | 15.4% | 10.0% | 6.9% |
AAACF is a tax-exempt public charity.
EIN/Tax Identification Number: 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 below.
For further details on how we operate, see AAACF's Bylaws.
Download our Investment Performance & Fund Managers PDF for more details on our investments and asset allocations.
Making every dollar count
Investing for Impact
We invest strategically to not only maximize return, but to maximize impact. Impact Investing unlocks additional capital and more opportunity to achieve lasting positive change on critical issues—such as affordable housing, transportation, education—and it can aid in growing and strengthening our local small businesses.