MARQUETTE COMMUNITY FOUNDATION

The Finance Committee of the Marquette Community Foundation is responsible for the oversight of the selection, evaluation and market performance for investment managers who shall use a diversified portfolio investment strategy.

In 2001, the Finance committee selected Fund Evaluation Group of Cincinatti, Ohio to manage the assets of the Marquette Community Foundation.  FEG provides a quarterly performance report to the Foundation detailing investment gains and/or losses and the associated management fees.  Copies of the quarterly investment performance reports are available for review at the Marquette Community Foundation Office.

FINANCIAL STATUS

      Please be advised that copies of the Annual Report, the Annual Audit and IRS Form 990 are available upon request by contacting the Marquette Community Foundation at

(906) 226-7666 or by e-mail at mcf@chartermi.net

IRS Form 990 is also available via the website Guidestar.org

Date last updated 07/30/2007