Financials 2019-08-27T18:55:29+00:00

Audited Financials

2018 Community Foundation Audited Financials

The investment and management of assets is a primary function of the Community Foundation of North Central Wisconsin’s Board of Directors.

The Community Foundation of North Central Wisconsin Public Disclosure Policy
The Community Foundation of North Central Wisconsin will make available for public inspection the last three years of its tax documents, including Internal Revenue Service Forms 990, 990-T (if applicable), and the Community Foundation’s application for tax exemption, IRS Form 1023. If the request for any of these documents is made in person, the requested documents will be provided on the day of the request, if possible. If the request is in writing (including e-mail), copies will be provided within 30 days of the request. The requestor will be charged a reasonable fee for the cost of copying, plus postage. Additionally, some of these documents are available on GuideStar. Please call 715-845-9555 or e-mail [email protected] for more information.

“The investment committee pulls together a group of advisors from throughout the business and financial community to interpret the advice of an endowment/foundation consulting expert. Our donors are getting tremendous value from the best practices, research, and experience that comes at a fraction of the cost if obtained individually. Because the committee is made up of community leaders, we care for these funds as though they were our own because our businesses and families benefit from the donors for years to come.”

Chris Pfender
Chair of Investment Committee

Download a copy of our pool/performance information here!