Financial and Investment Information

The Manistee County Community Foundation employs long-term investment strategies and sound financial principles to ensure that the charitable dollars entrusted to us last forever. The Foundation's Board of Directors provides fiscal oversight to our investment portfolio. Our current Investment Consultant is Investment Performance Evaluation Xperts (IPEX) www.ipexusa.com.

Investment Policy Statement

2017 2nd Quarter Investment Report

2017 1st Quarter Investment Report

2016 4th Quarter Investment Report

2016 3rd Quarter Investment Report

2016 2nd Quarter Investment Report

2016 1st Quarter Investment Report

Read our most recently completed Audit Report

Read our most recent IRS Form 990 

EIN:  38-2741723
 
Information regarding Foundation fees, investment fees and our investment committee is available upon request.