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Finance & Investing

Investment Advantages

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.

About Marquette

An independent investment-consulting firm, Marquette Associates guides institutional programs with a focused three-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

Financial Reports

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 along with the 990 is available at the Springfield Foundation office or in PDF format below: