As a public charity, Incourage adheres to the highest standards to operate in the public view and public interest. Our most current financial information is updated annually and available for your review.
We retain Colonial Consulting, LLC as our investment oversight firm which does not invest any part of the Foundation’s pool, but rather monitors investment performance of the money managers. Colonial Consulting also advises the Investment Committee on investment issues, opportunities and manager selection.
Incourage’s endowed asset pool is invested by several different money managers and currently includes: Artisan; Baird; Blackrock; Champlain; Colchester; Columbia; Community Assets For People; Davis; Eaton Vance; Fidelity; Forester; Gryphon; Harbor; Janus; J P Morgan; Lazard; Loomis Sayles; LSV; PIMCO; SEI; Templeton; TIFF; T. Rowe Price; Turner; Vanguard; WoodTrust Bank.
Incourage Community Foundation’s financial and investment documents are available in PDF format below.
Financials & Investment Documents
Board Member contact:
The following information is available upon request:
- Audited Financial Statement
- IRS Tax Exemption Determination Letter
- IRS Form 990 from two previous years
- IRS Form 990-T from two previous years
- IRS Form 1023
- IRS Form 990, Form 990-EZ or Form 1023 for Community Property, Inc., a supporting organization of the Foundation
- State of Wisconsin Charitable Organization License
Information on Our Investments and Financials
Please contact Dawn Neuman or Kelly Ryan with questions or requests pertaining to the Foundation’s investments and financials.
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For additional information, contact:
Dawn Neuman | firstname.lastname@example.org | 715.423.3863