Financial

Financial

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 Incourage’s assets, but rather monitors investment performance of the money managers. We also retain Avivar Capital, LLC as an investment advisor. Avivar and Colonial Consulting advise Incourage staff and Board of Directors on investment strategy, issues, opportunities and manager selection. Together, they have been integral to the development and implementation of the Incourage Investment Policy Statement and Preamble.

Incourage’s endowed asset pool is invested by several different money managers and currently includes: American; Artisan; Baird; BlackRock; Champlain; Colchester; Community Assets For People; Dodge & Cox; Eaton Vance; Fidelity; Forester; Forward Community Investments; Harbor; JP Morgan; LSV; North Central Community Action Program; Oppenheimer; Perkins; Prudential; Templeton; TIFF; T. Rowe Price; Vanguard; WoodTrust Bank. Incourage also directly holds shares in Catalyst Paper Corp., Domtar Corp. and Verso Corp.

Incourage’s financial and investment documents are available in PDF format below.

Financial & 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 from three previous years 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 email Dawn Neuman or Kelly Ryan or call 715.423.3863 regarding Incourage investments and financials.

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