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

2016 3rd Quarter Investment Report

2016 2nd Quarter Investment Report

2016 1st Quarter Investment Report

Between January 1, 2009 - December 31, 2015 the Manistee County Community Foundation (MCCF) was affiliated with the Community Foundation for Muskegon County (CFMC).  Therefore the investment reports during that period reflect the combined investment portfolio.  In addition the audit reports and IRS Form 990 submitted during that period reflect MCCF as part of the CFMC total assets.  On January 1, 2016, the Manistee County Community Foundation returned to operating as an independent community foundation.

2015 4th Quarter Investment Report

2014 4th Quarter Investment Report

Read our most recently completed Audit Report

Read our most recent IRS Form 990 

 
Information regarding Foundation fees, investment fees and our investment committee is available upon request.