Financial and Investment Information

The Community Foundation for Mason County, under the management of 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. The Muskegon Foundation's investment committee (which includes a trustee from the Mason Foundation) provides fiscal oversight to our combined portfolios. Our Investment Advisor is Consulting Group.

Read our Investment Policy Statement  

Read our most recently completed Audit Report

Read our most recent IRS Form 990 

Read our 2010 Investment Performance & 2011 Outlook Report

Information on the Foundation fees and Investment fees are available upon request.

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