Over 65 years of financial stewardship

Madison Community Foundation is a community trust that was established in 1942 to build and administer assets and to distribute the earnings for the benefit of people and places in Dane County and beyond. The foundation is a tax-exempt, 501(c)(3) public charity, as designated by the Internal Revenue Service. Contributions are deductible to the fullest extent of the law.  Charitable distributions can be made to any charity throughout the United States. Community impact grantmaking is directed to efforts within Dane County, Wisconsin.

Diligence and attention are given to managing the investment of charitable assets, which have grown to over $155 million. An investment committee which consists of knowledgable volunteers and board members works closely with investment partners to manage both a diversified investment portfolio and a socially responsive portfolio. Commonfund, the only nonprofit investment management firm in the country, administers the diversified portfolio. They oversee more than $40 billion in assets for colleges, universities, foundations and charitable organizations. Walden Asset Management has been a leader is socially responsive investing since 1975. It is a division of Boston Trust and Management Company.  Click here for a financial overview of Madison Community Foundation.

Madison Community Foundation Investment Committee

• Gary Wolter (Chair) :: MG&E

• George Austin :: retired, Thompson Plumb

• Jack Bolz :: retired, Oscar Mayer

• Frank Burgess :: Madison Investment Advisors, Inc.

• Joan Burke :: First Business Trust & Investment Services

• Betty Harris Custer, CFP :: Custer Financial Services

• David E. Erickson, CFA :: UW Foundation

• Roger Ervin :: Wisconsin Department of Revenue 

• Phyllis Lovrien :: Smith Barney

• John R. Pollock :: retired, Winterthur U.S. Holdings, Inc.

• Mark Ready :: UW School of Business

• David Reinecke (ex officio) :: Foley & Lardner

 
Click here for 2007 Audited Statements.