Waco Foundation has roughly $62 million in assets held in over 167 component funds (at 03-31-2012). The Foundation’s Board of Trustees are responsible for managing all financial activity, including investments, grantmaking and gift acceptance. The Board is advised by the Finance and Investment Committee, which monitors all financial matters and investment activity and makes recommendations to the full Board of Trustees. In order to promote transparency and efficiency, the Board of Trustees has approved an official Investment Policy to govern the financial procedures of Waco Foundation.
This section includes Waco Foundation’s current financial statements, as well as information about our governance and policies; the asset allocation strategy and current asset managers; recent performance, and risk pools available for funds.