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 Caldwell | Manager, Planned Giving | United Way Central Indiana

Dan Fleck | Retired, Oxford Financial Group

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

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

Matt Taylor | Owner, D.M. Taylor Realty

Audit Committee

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

Dan Fleck | CFBC Board Member & Treasurer

Dan Flemming | Branch Manager, Huntington Bank

Ray Ingham | CFBC Board President

Links: