We strive to provide the highest possible level of stewardship of donated funds.
We work closely with several investment advisers who manage portfolios for us. The three companies that handle the bulk of our funds are:
We also work with investment advisers that donors designate.
An independent accounting firm conducts an annual audit of our finances.
Our most recently published Statement of Financial Position is on page 7 in our annual report.
If you are interested, we would be happy to provide you with a copy of the complete independent auditor’s report or our most recently completed IRS Form 990. Please contact our executive director to request copies or for more information.
Our finance committee is responsible for investment oversight. Members are:
John Elmore, Vice Chairman, Community Banking and Branch Delivery, US Bank
Harry Gibson, retired Exxon Mobil executive
Vickie Otten, Client Care Coordinator and Financial Manager, James Otten, D.D.S.
Vickie Randel, Senior Vice President, First State Bank & Trust
Tax ID Number
The foundation’s FEIN, or Tax ID number, is 48-1209687.