Investment Performance

Leader, Convener and Advocate for the Marshall Community

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 (2017-18)
Total Community Impact $867,882
Grants Awarded over the Last 25 Years $6,740,063
Family of Funds Total 149
Annualized Rate of Return 7.8%

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.

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

Frank Boley, Chair

Jay Larson

Julie Burke Smith

Heather Luciani

Charles Cook

Mark Stuart

Tom Franke

Richard Rabbideau

Ex Officio

Jennifer Caplis

Heather Webberling

Shannon Tiernan

Jason Rapelje