The Ann Arbor Rotary Foundation is completely separate from The Rotary Foundation of Rotary International. The monies from our club’s foundation make a significant contribution to the local community and beyond.

As of Sept. 30, 2024, our Foundation’s total permanent assets topped $3M (see chart below):

Investment strategy

The Fund’s investment policy requires it to invest in publicly traded, broadly diversified mutual funds so as to obtain a total rate of return in excess of an established benchmark.

This benchmark utilizes market indices that are weighted according to the Fund’s target asset allocation, approximately 85% stocks and 15% bonds.

The Foundation’s total return for the last quarter was 6.74%.

Spending policy

The Foundation’s spending policy requires it to distribute 4.25% of the assets each year, based on the average market value for the preceding 20 quarters.

As a result of contributions to the Foundation, as well as good investment results, the distribution amount to the “community” is as follows (see chart below):

For more information on the Rotary Club of Ann Arbor Foundation, and to make a contribution, visit the Foundation’s web page.