Menu

Finance and Investment

Finance and Investment Resources

We value integrity, stewardship, and service and work to earn the trust of those we serve by operating ethically and demonstrating respect in all aspects of our work.

Learn more about who we are and what we do. Check out our Annual Report.

The Community Foundation has a commitment to transparency and open reporting. On this page, we offer our public documents. If you have additional questions about our operations, please send us an email.

The Audit Committee is comprised of accounting professionals whose main responsibility is to review the Community Foundation’s annual audit processes and internal control systems. The Audit Committee provides an open line of communication between the auditors and the board of directors. Committee members also have the power to conduct investigations into the Community Foundation’s internal financial systems, ensuring that the Community Foundation operates with the utmost transparency and fiscal integrity.

Here are our most recent audit reports and relevant documents.

In addition to the Audit Committee’s responsibility of ensuring the annual audit process, they are also charged with the responsibility of reviewing the Community Foundation’s annual tax filing, the IRS Form 990.

Here is a helpful  document explaining how to read the Form 990 and our most recent Form 990 filings.

The Community Foundation partners with Fund Evaluation Group LLC (FEG) to provide high quality investment advice and in-depth research for the Investment Committee to make sound investment decisions. Since the addition of FEG, the Community Foundation’s investment performance has outperformed its community foundation peer group as reported by the Council on Foundations.

The Investment Committee is comprised of investment professionals whose main responsibility is to oversee the investment portfolio and ensure it is managed prudently. This is accomplished through developing investment policy guidelines with a focus on long-term conservative growth, selecting asset classes and establishing an asset allocation policy aimed at prudence, and evaluating investment performance by comparing investment manager returns relative to their respective benchmarks.

The following are our most recent investment results and relevant documents.

Great information for anyone with questions on how to read their fund statement.

cfiles4359

Fast Facts

Fast facts: Vision, Mission, Leadership, Assets,  Grantmaking, Gifts and more! Check out all the fast facts that you need to know about the Community Foundation.

Lincoln Life Insurance Co Building-1

History

Today, the Community Foundation of Greater Fort Wayne is the realization of the vision of leaders nearly a century ago. Learn more about our history.

dandilion

Why Give?

You come to the Community Foundation with a unique vision and passionate reason for giving. Our passion is to make your charitable goals a reality.

© 2017 Community Foundation of Greater Fort Wayne