Investment Performance
For good. For ever.
Fiscal Highlights 2024-2025
With over 191 individual funds within our Family of Funds, the Community Foundation employs a moderate growth strategy reflecting disciplined asset allocation and regular rebalancing. We are committed to minimizing fees and expenses, and maintaining a steady, long-term perspective.
The result is a thoughtfully managed portfolio that balances stability and growth. This approach helps protect our community’s assets while mitigating the impact of market volatility. Through prudent stewardship and a long-term perspective, the Marshall Community Foundation honors the intent of our donors while strengthening our community for generations to come.
$26,415,718
Total Assets
$1,268,317
Total Community Impact
+$16 Million
Total Grants Awarded since 1968
9.7%
Annual rate of return
Finance Committee Members
- Frank Boley, Chair
- Scott Bigelow
- Charlie Cook
- Jeff Greene
- Kevin Hoffman
- Jay Larson
- Brad Peterson
- Julie Zink
- Craig Carrel
- Marguerite Davenport
Ex Officio
- Jason Rapelje
- Heather Weberling
- Noreen Clifton
- Shannon Tiernan
Per our National Standards, The Marshall Community Foundation is audited annually by the firm CHBW & Co., P.C.
Our Form 990 and Annual Audit can be made available upon request.
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. A copy of the Foundation’s Donor Privacy Policy can be made available upon request.
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.