Committee Documents
Final Meeting Minutes
- 2025
- 2024
- 2023
11/17/2025 – Committee Meeting
- Finance Committee Agenda 11/17/2025
- 09.17.2025 Finance Committee Meeting Minutes DRAFT
- Finance Memo
- Statement of Operating Income & Expenses 09.30.25
- Statement of Financial Position (Balance Sheet) 09.30.25
- Finance Report 09.30.25
- CACF Reserve Fund Quarterly Statement 09.30.25
- LeRoi Moore Memorial Fund Distribution Form
- LeRoi Moore Memorial Fund Memo
- Allocation of Unspecified Gifts to the Foundation
- Solidarity Summit Gratitude
- Budget Narrative
- FY26 CACF Budget Draft for Finance Committee 111725
- FY26 CACF Budget Notes for Finance Committee 111725
09/17/2025 – Committee Meeting
- 09.17.2025 Finance Committee Agenda FINAL
- 05.21.2025 Finance Committee Minutes FINAL
- Q2 Financials Memo
- Statement of Financial Position (Balance Sheet)
- Finance Report and Market Value of Assets
- YTD Operating Statement (Budget to Actual)
- Operating Reserve Balance
- Q2 Investment Performance
- Draft IPS out for approval (IC/BOD)
05/21/2025 – Committee Meeting
- 05.21.25 Finance Committee Agenda FINAL
- Ossie Nadeem Resume
- Ossie Nadeem Scope
- 02.21.25 Finance Committee Minutes FINAL DRAFT
- Q1 Financials Memo
- Statement of Financial Position (Balance Sheet)
- Finance Report & Market Value of Assets
- YTD Operating Statement (Budget vs Actual)
- Operating Reserve Balance as of 03.31.25
- FEG Q1 Performance Report
- Memo – Scott Trust Unspecified Gift Allocation
- Selected Information
02/12/2025 – Committee Meeting
- 02.12.25 Finance Committee Agenda FINAL
- 11.13.24 Finance Committee Minutes DRAFT
- 12.11.24 Finance Committee Minutes DRAFT
- Finance Memo for 12.31.24
- Balance Sheet as of12.31.24
- Finance Report as of 12.31.2024
- Operating Statement as of 12.31.24
- Operating Reserve Balance
- Finance Committee 2025 Work Plan & Committee Charge DRAFT
- Multi-Year Forecast DRAFT
12/11/24 – Committee Meeting
11/13/2024 – Committee Meeting
- 11.13.24 Finance Committee Agenda FINAL
- August 28, 2024 Meeting Minutes DRAFT
- Finance Memo as of 09.30.24
- Balance Sheet as of 09.30.24
- Finance Report 09.30.24
- Operating Statement YTD
- Operating Reserve Balance
- 2024 Forecast as of September 30
- Draft FY 25 Budget Memo
- Draft FY 25 Budget Detailed Summary
- 2024 Spending Policy
- Q3 2024 Investment Performance
- 2023 Audited Financial Statements
08/28/2024 – Committee Meeting
07/31/2024 – Committee Meeting
- 07/31/24 Agenda
- 05/22/24 Finance Committee Meeting Minutes DRAFT
- 06/30/24 Financials & Forecast
- Community Foundation Operating Models Memo
- Advancement Planning Memo
- Unspecified Gift Memo
05/22/2024 – Committee Meeting
02/14/2024 – Committee Meeting
- 02.14.24 Agenda
- 2024 Work Plan- DRAFT
- 11.15.23 FC Minutes DRAFT
- 2024.02.14 Finance Committee Memo
- 2023.12.31 Balance Sheets
- 2023.12.31 Finance Report
- 2023.12.31 Operating Statement
11/15/2023 – Committee Meeting
- Finance Committee Agenda November 15, 2023
- 05.24.23 Finance Committee Minutes DRAFT
- 08.30.23 Finance-Investment Committees Joint Meeting Minutes DRAFT
- 09.30.2023 Finance Memo
- 09.30.2023 Balance Sheet
- 09.30.2023 Finance Report
- FY24 Budget Memo
- FY24 DRAFT Budget Summary
- FY24 DRAFT Budget Detail
- 2023 Spending Policy
- 09.30.2023 Q3 Investment Performance
08/30/2023 – Finance-Investment Committees Joint Meeting
- 07.31.2023_Balance_Sheet_by_Month.pdf
- 07.31.2023_Operating_Statement.pdf
- 08.25.2023_Finance_Memo.pdf
- CACF_Preliminary_Review_6.30.23.pdf
- Donation_Dashboard_2022.pdf
- Donation_Dashboard_2023.pdf
- Finance-_Investment_Committee_Meeting_Aug_30.2023.pdf
- Finance_Report_07-31-2023.pdf
- Grant_Dashboard_2022.pdf
- Grant_Dashboard_2023.pdf
- Scholarship_Dashboard_2022.pdf
- Scholarship_Dashboard_2023.pdf
- Wells_Fargo_Aug_30_Presentation_Slides.pdf
05/24/2023 – Committee Meeting
02/15/2023 – Committee Meeting
- Finance Committee Agenda February 15 2023
- Finance Committee Minutes 11.07.2022 DRAFT
- Finance Memo 12.31.2022
- Finance Report 12-31-2022
- 12.31.2022 Balance Sheet by Month
- 12.31.2022 Operating Statement
- 12.31.2022 Operating Statement detail
- Finance Committee 2023 Work Plan
- 2023 Spending Policy – Revised
- 2020 Shamrock Corporation Tax Return
11/07/2022 – Committee Meeting
- Agenda Finance Committee Nov 7 2022
- 09.20.22 Finance Committee Meeting Minutes DRAFT
- Finance Memo 10.31.2022
- 09.30.2022 Balance Sheet by Month
- 09.30.2022 Finance Report
- 09.30.2022 Operating Statement
- 09.30.2022 Operating Statement Detail
- FY 23 Budget Memo
- FY 23 Draft Budget Summary
- FY 23 Draft Budget Detail
- 2022 Spending Policy
- Final Review 6-30-2022 (compliance approved)
09/20/2022 – Committee Meeting
05/02/2022 – Committee Meeting
- Finance_Committee_Agenda_5.2.2022.pdf
- Finance_Committee_Minutes_2.14.22_Final.pdf
- Finance_Memo_3.31.2022-1.pdf
- 03.31.2022_Finance_Report-1.pdf
- 03.31.2022_Balance_Sheet-1.pdf
- 03.31.2022_Operating_Statement-1.pdf
- 03.31.2022_Operating_Statement_Detail.pdf
- 03.31.2021_Operating_Reserve_Fund_Tracker.pdf
- Finance_Committee_2022_Work_Plan_DRAFT.pdf
02/14/2022 – Committee Meeting
- Finance_Committee_Minutes_11.08.21_Final.pdf
- Finance_Committee_Agenda_2.14.2022.pdf
- Finance_Memo_February_14__2022.pdf
- 12.31.2022_Finance_Report-1.pdf
- 12.31.2021_Balance_Sheet_by_Month-1.pdf
- 12.31.2021_Operating_Statements_Summary.pdf
- 12.31.2022_Operating_Statements_Detail-1.pdf
- Operating_Reserve_Policy_updated_Nov.2021.pdf
- 12.31.2021_Operating_Reserve_Fund_Tracker.pdf