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Financials & Investment Information

Charles Dawley

Financials

At C3F, we act with integrity to earn and deserve our community’s trust. From donor relationships and community partnerships to youth philanthropy and permanent endowment, our approach is trust-based, collaborative, and impact-oriented. Because financial transparency is one of our cornerstones, we are pleased to share this information with you.


Tax-Exempt Status

The Charlevoix County Community Foundation is a tax-exempt public charity. Our federal EIN/tax identification number is 38-3033739.



Investments

Community Foundation trustees and professional investment managers at Fund Evaluation Group oversee the investment pools. Investment policies provide a clear understanding of philosophy and objectives as well as the standards that are utilized by the Investment Committee in monitoring investment performance.

Download Investment Policy Statement


Investment Performance

Below is our most recent quarterly investment performance as of December 31, 2024. This gets updated quarterly. 

 

Long Term Investment Pool:

4Q 1 Year 5 Years 10 Years Since Inception (1994)
-1.0% 13.1% 8.4% 7.8% 8.0%

 

Environmental, Social, and Governance Investment Pool:

4Q 1 Year 5 Years 10 Years Since Inception (2019)
1.0% 18.2% 9.5% - 9.5%

 

The Long-Term Investment Pool represents funds that are broadly diversified in public equity and fixed income investments. The ESG Pool investments also integrate environmental, social, and corporate governance factors into the investment decision-making process. Both pools have a long-term focus and a similar asset allocation approach.

Download Investment Info Flyer

Contact Matt For More Information

Matt Greer
Finance & Operations
mgreer@c3f.org

Impact Stories | Grants In Action

Good Neighbors Food Pantry of Boyne City

May 1, 2025

Good Neighbors Food Pantry has been using a trailer (loaned to them each week by a friend of the pantry) to pick up the weekly 1,800 pounds of food from Manna Food Project in Harbor Springs, to stock the pantry in Boyne City.

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