Advisors

"We make a living by
what we Get.

We make a life by
what we Give."

-Winston Churchill

Investment Performance






The Marshall Community Foundation successfully meets the National Standards for U.S. Community Foundations administered by the Council on Foundations in Washington D.C. National Standards represents the highest measure of accountability and transparency in philanthropy.

Investment Performance

The Marshall Community Foundation has a rich heritage. 

We play a vital role as a leader, convener and advocate on behalf of all members of the Marshall community. 

Fiscal Highlights from the end of Fiscal Year 2016-17

Total Assets  $1,3904,399
Scholarships Awarded $131,349
Grants Awarded  $450,105
Grants Awarded over the Last 25 Years  $6,740,063
"Family of Funds Total  140
Annualized Rate of Return 10.4%

Per our National Standards, The Marshall Community Foundation is audited annually by the firm CHBW & Co., P.C.

Form 990 

Audited Financial Statements Audited Financial Statements (3425 KB)

Our IRS letter acknowledging the Foundation’s status as a 501(c)(3) can be made available upon request. Please note, the Marshall Community Foundation does not release specific donor or personnel information. 

We are grateful to the community members who assist in guiding and advising the Foundation’s assets. They meet quarterly to review and monitor fund management to ensure the continued growth and safety of your investment in our community. Their primary goal is to safely maximize the endowment return, while preserving the endowment over time. We are proud of our prudent investments, professional expertise and ethical standards. Members of our Finance Committee include:

Frank Boley, Chair               Jay Larson
Julie Burke Smith Heather Luciani
Charles Cook Mark Stuart
Tom Franke Richard Rabbideau
   
Ex Officio  
Jennifer Caplis Jason Rapelje
Shannon Tiernan Heather Webberling


    

     Community

     foundations...

     securing our future.

     Many gifts,

     many generations.

MARSHALL COMMUNITY FOUNDATION
614 Homer Road • Marshall, MI 49068 • Phone (269) 781-2273 • Fax (269) 781-9747 • www.marshallcf.org • email: info@marshallcf.org
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©2012 Marshall Community Foundation. Created and Maintained by WSI.