Over the past 25 years, the Community Foundation has grown gift by gift to become one of the largest foundations in west central Indiana with total assets nearing $50 million. Since our founding, more than $19.7 million has been granted into the communities that we serve. Thousands of individuals, families, businesses and foundations have contributed to the more than 570 separate funds that create the lasting community capital for Clay, Sullivan and Vigo counties. Our ability to serve our communities today and into the future is directly related to our ability to preserve and enhance our financial assets.
The Community Foundation offers two separate investment portfolios for funds. We offer the regular portfolio and an Environmental, Social and Governance (ESG) portfolio that mirrors the regular portfolio, but excludes investments such as tobacco, carbon based fuel , etc. Fund creators must request that their fund be invested in the ESG pool. Otherwise it is added to the Investment Portfolio
Investment Performance Comparative Metrics through December 31, 2016
|6 months||1 year||3 years||5 years|
The Community Foundation hired the Mason Companies in August 2016. These returns include the performance metrics of prior investment consultants.
Target Portfolio Allocation
|US Large Cap Equities||32.3|
|International Large Cap Equities||15.0|
|Small Cap US Equities||16.0|
|Small Cap International Equities||3.0|
Actual Portfolio Allocation
|US Large Cap Equities||32.24|
|International Large Cap Equities||15.08|
|Small Cap US Equities||15.94|
|Small Cap International Equities||3.08|
Every day, the Wabash Valley Community Foundation and its donors make a difference in our community.
The Wabash Valley Community Foundation pays close attention to financial services, demonstrating its responsibility to its donors and the community. The Audited Financial Statement and the 990 Information Return are available for viewing by clicking on the links below. Please contact the Community Foundation if further financial information is needed.