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 including Spending Policy

2023 3rd Quarter Investment Report

2023 2nd Quarter Investment Report

2023 1st Quarter Investment Report

2022 4th Quarter Investment Report

Review our most recent audited Financial Statements

Review our most recent tax return IRS Form 990

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

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