The Marshall Community Foundation has a rich heritage.
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.
Fiscal Highlights from the end of Fiscal Year (2024-25)
| Total Assets | $26,415,718 |
|---|---|
| Total Community Impact | $1,268,317 |
| Total Grant Awarded Since 1968 | more than $16 million |
| Family of Funds Total | 191 |
| Annualized Rate of Return | 9.7% |
Per our National Standards(opens in new tab), 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.
Members of our Finance Committee
- Frank Boley, Chair
- Scott Bigelow
- Charlie Cook
- Jeff Greene
- Kevin Hoffman
- Jay Larson
- Brad Peterson
- Eldon Vincent
- Julie Zink
Ex Officio
- Jason Rapelje
- Heather Weberling
- Noreen Clifton
- Marguerite Davenport
- Shannon Tiernan
