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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 1st Quarter Investment Report
2022 4th Quarter Investment Report
2022 3rd Quarter Investment Report
2022 2nd Quarter Investment Report
2022 1st Quarter Investment Report
Review our most recently completed Audit Report
Review our most recently completed IRS Form 990
EIN: 38-2741723
Information regarding Foundation fees, investment fees and our investment committee is available upon request.