Finance and Investment

Finance & Investment Committee
Bob Storer, Co-Chairman
Bob Rehfeld, Co-Chairman
Linda Egan
Mike McKrill

Investment Advisory Committee
Bob Bartholomew
Bob Mitchell
Linda Thomas
Sam Skaggs

Audit Committee
Geoff Larson, Chairman
Sandro Lane
Reed Stoops
Bob Rehfeld


Financial and Investment Stewardship
At the Juneau Community Foundation we keep our operating costs low and adhere to our investment philosophy to get the most out of your charitable gift to the community. Each gift to the foundation reflects your trust in our ability to invest and use resources wisely. Our Finance and Investment Committee brings together expertise in finance, investments, and business to manage the Foundation’s assets and guide our annual budget.

 

Investments

Our committee works with the investment advisory committee and Vanguard Institutional Advisory Services to guide our investing and determine the broad allocation of assets for investment purposes.

Our Investment Philosophy is dictated by the following criteria:

 

SIMPLE uncomplicated investment vehicles;

TRANSPARENT investment in funds designed to replicate the broad markets;

EXPLAINABLE investments that maintain diversity without being complicated;

PATIENT investing for long-term gains and accepting of market volatility.

 

When you establish a fund at the Juneau Community Foundation, we work with you to determine the best investment option (long or short-term).

 

Downloads

* Long-term Evergreen Investment Account

* Long-term Evergreen Investment Policy

* Short-term Bedrock Investment Account

* Short-term Bedrock Investment Policy

* IRS Form 1023

 

Finances and Audit

We employ strict financial control across our financial and accounting operations to ensure that your donations are managed and protected. Elgee, Rehfeld, Mertz manages the bookkeeping, financial record keeping, and tax filings for the Community Foundation. Our Audit Committee oversees the annual audit and monitors accounting policies and practices.

 

Downloads

* 2015 Financial Audit

* 2016 990

* Exempt recognition letter from the IRS

 

Contact Us

For more information, contact Amy Skilbred, Executive Director, at amy@juneaucf.org or 907-523-5450.