Financials

 

Investment Information

The Finance Committee of the Board of Directors of the Community Foundation of Central Wisconsin oversees and guides the management of invested assets.  This committee meets quarterly to oversee the financial matters of the Foundation including:  investments, operating budget, annual audit and tax preparation.

Two of the quarterly meetings are held with the Investment Portfolio Managers to review performance, material changes in the capital markets, asset allocation strategies and investment policies.  Recommendations are reviewed and investments are adjusted in light of emerging developments in the markets.

This Finance Committee is also responsible for developing and implementing strategies to meet the long-term asset needs of the Foundation in order to meet the Foundation’s mission of being an endowed grant-maker.
Annual audits and tax forms are prepared by Clifton Gunderson, LLP Certified Public Accountants and Consultants.  Complete audited financial statements and copies of our 990 are available upon request by contacting the Foundation office.

 

 

Click the link below to view a copy of the current Annual Report: