About Our Financials

ECCF strives to maximize investment income while managing financial risks prudently. Our Investment Committee, composed of members with strong business and/or investment backgrounds, monitors all investments on a regular basis. 

ECCF’s 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.

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 In 2021, ECCF’s audited operational expenses were at 1.06% of its total assets. That means that 98.94% of your dollars support nonprofits. Thank you for considering us as your philanthropic partner.

The investment portfolio is managed by Morgan Stanley. The objectives are detailed in the ECCF's Investment Policy. Information regarding our investment consultants and performance is available upon request.

The Independent Auditor’s Reports and 990 forms give more information about the ECCF’s current finances. Olsen Thielen & Co., Ltd. prepares the audit report and Wipfli, LLP prepares the 990 forms.

 2022 Audit2021 Audit 2022 9902021 990

 

 

 

ECCF is confirmed in compliance with National Standards for U.S. Community Foundations.