Our investment committee, comprised of local leaders, business owners and financial executives, work tirelessly to oversee our Investment Manager, Marquette Associates. By pooling assets, our $60+ million balance pool is diversely invested, giving your organization access to investment opportunities not commonly available to small-mid size nonprofits.
An independent investment-consulting firm, Marquette Associates guides institutional programs with a focused there-point approach and careful research. Marquette has served a single mission since 1986 – enable institutions to become more effective investment stewards. Marquette currently has 74 employees and manages 286 clients with $124 billion under management
Our commitment is to maintain and grow the charitable assets entrusted to us. The financial information contained in our Annual Reports are condensed versions of our financial statements. A complete set of the Foundation’s audited financial statements with accompanying notes and report from independent auditor Clark Schaefer Hackett is available at the Springfield Foundation office or in PDF format below:
Download the most current 990 for the Springfield Foundation.
Download the most current financial audit for the Springfield Foundation.
Download the 2015 financial audit for the Springfield Foundation.
Download the 2014 financial audit for the Springfield Foundation.