The Community Foundation of Dunn County is a nonprofit, publicly accountable organization. Please find our most recent Audit and our 990 Tax Return on this page. Complete hard copies of both these documents are also available at our office.
The Community Foundation’s Finance Committee is responsible for overseeing the financials of the organization, including quarterly financial reports, internal financial controls, annual operating budget and the annual financial Audit.
The Community Foundation of Dunn County strives to maximize investment income while managing financial risks prudently. The Community Foundation’s Investment Committee, which is composed of members with strong business and/or investment backgrounds, is responsible for overseeing our investment portfolio and making appropriate recommendations to our Board of Directors, who hold ultimate responsibility. The Community Foundation uses the services of an investment consultant to assist in the selection of funds and/or money managers to monitor investment performance. Our investment objective is to earn a return that allows donors to make numerous and significant grants while maintaining the future giving power of their endowments.
The investment portfolio is managed by WIPFLI Hewins. A copy of our Investment Policy Statement is available upon request. Information regarding our investment consultant, copies of our quarterly investment performance, and fees charged are also available upon request.
At this time, the Foundation is not required to file IRS Form 990-T. If it becomes necessary to file them in the future, they will be posted to this page.
|2013 Form 990||Form 990 -2012|
|2011 Form 990||2010 Form 990||2009 Form 990|
|2008 Form 990||2007 Form 990||2006 Form 990|
|2005 Form 990||2004 Form 990||2003 Form 990|
|2002 Form 990||2001Form 990||2000 Form 990|
|1999 Form 990||1998 Form 990||1997 Form 990|