The Community Foundation of Boone County currently manages approximately $21 million in assets and almost 200 funds.  We adhere to the National Standards for U.S. Community Foundations, so you can rest assured we are handling community resources in a prudent manner. Below you will find our financials, policies and other pertinent information.

Investment Committee

The investment committee is responsible for determining how CFBC’s assets will be invested and ensures the investment pool is diversified across asset classes and managers to enhance investment results during both positive and negative market periods.

Investment Committee Chair:

Marc Applegate | Boone County Commissioner | Community Foundation Board Member & Immediate Past Board Chairman

Investment Committee Members:

Mike Harlos | Financial Advisor | City Securities Corporation | Mainstay Wealth Management Group
Community Foundation Board Member & Treasurer

Mike Caldwell | Manager, Planned Giving | United Way Central Indiana

Brad Hulse | First Vice President, Financial Advisor | Morgan Stanley

Gary Heck | Retired, Director of Finance | Eli Lilly & Company

Audit Committee

The audit committee oversees the annual audit and tax filings, and monitors accounting policies and practices.

Marc Applegate | Boone County Commissioner
Past Chairman of the Community Foundation Board

Mike Harlos | Financial Advisor | City Securities Corporation | Mainstay Wealth Management Group
Community Foundation Board Member & Treasurer

Ron Lind | Accountant | Lind & McConnell, CPAs

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