Investing
For over three decades, the Community Foundation has grown gift by gift to become one of the largest foundations in west central Indiana with total assets over $86 million. Since our founding, over $40 million has been granted into the communities that we serve. Thousands of individuals, families, businesses and foundations have contributed to over 700 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 their fund be invested in the ESG pool. Otherwise, it is added to the Investment Portfolio
| 1 year | 3 years | 5 years | |
| Endowment Portfolio | -12.48 | 4.98 | 5.54 |
| ESG Portfolio | -17.03 | 4.78 | 5.85 |
| Growth Reference Point | -15.27 | 3.05 | 4.1 |
Target Portfolio Allocation
| Cash | 1 |
| US Bonds | 16.5 |
| International Bonds | 5.5 |
| US Large Cap Equities | 28 |
| International Large Cap Equities | 12 |
| Small Cap US Equities | 16 |
| Small Cap International Equities | 6 |
| Energy/Natural Resources | 8 |
| Real Estate | 7 |
Actual Portfolio Allocation
| Cash | 1.13 |
| US Bonds | 15.65 |
| International Bonds | 5.45 |
| US Large Cap Equities | 27.63 |
| International Large Cap Equities | 11.9 |
| Small Cap US Equities | 16.08 |
| Small Cap International Equities | 6.15 |
| Energy/Natural Resources | 9.15 |
| Real Estate | 6.85 |
Financial Reports
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.
IRS Charitable Status Documents
Investment Policy Statement
Financial Statements
Financial Statements & Report of Independent CPAs
September 2023 (PDF)
Financial Statements & Report of Independent CPAs
September 2022 (PDF)
Financial Statements & Report of Independent CPAs
September 2021 (PDF)
Financial Statements & Report of Independent CPAs
September 2020 (PDF)
990 Information Returns
2021 990 Information Return (PDF)
2020 990 Information Return (PDF)
