Investment Management

The Mequon Community Foundation (MCF) is served by the Greater Milwaukee Foundation
and Richmond Investment Services as our financial advisory firms.

In 2017 and 2018, the MCF board embarked upon a thorough strategic evaluation process to ensure that funds entrusted to us would be grown and managed with the highest ethical, responsible and professional standards. Our process led us to two reliable and well established partner organizations of the highest integrity to become financial advisors to the MCF board.

Our selected partners advise the MCF board to make thoughtful, skillful, high quality choices to professionally invest and manage funds, all in fulfillment of our mission to enhance the quality of life in Mequon.


Financial Information

The Mequon Community Foundation is committed to being transparent with our donors, grantees, and community.
Below are reports containing our most recent financial information.

Audit Report

Available upon request

Form 990

Available upon request
DONATE