Financial and Investment Information

title  title
Gary Jbara of Consulting Group shares his outlook with a full crowd at our Fundholders Breakfast.

The Community Foundation for Muskegon County employs long-term investment strategies and sound financial principles to ensure that the charitable dollars entrusted to us last forever.

Read our Investment Policy Statement.

Read our most recently completed audit report.

Read our most recent IRS Form 990.

1st Quarter 2013 Investment Report

2012 Review & 2013 Outlook

4th Quarter 2012 Investment Report

3rd Quarter 2012 Investment Report

2nd Quarter 2012 Investment Report 

1st Quarter 2012 Investment Report

Information regarding Foundation fees, investment fees and our investment committee is available upon request.