The financial assets of the Foundation are invested in Vanguard, American Funds and the Community Foundation of Macon County. As of October 2015, the total assets of the Foundation was just under $5,000,000.

The Investment Committee, which is composed of three or more directors appointed by the President, has the responsibility to see that the Foundation follows the Investment Policy as adopted by the directors.

Each year, the Foundation has had an annual audit. Copies of the audit are available in the Foundation Office.