The Madison Community Foundation is a community trust 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 $135 million. An investment committee which consists of knowledgeable 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 $24 billion in assets for colleges, universities, foundations and charitable organizations. Walden Asset Management has been a leader in socially responsive investing since 1975. It is a division of Boston Trust and Management Company.
We invite you to review the MCF investment snapshot as of 3/31/2013.
Madison Community Foundation Investment Committee:
Joan A. Burke (chair) - First Business Trust & Investment Services
George Austin - retired, Thompson Plumb
Jack Bolz - retired, Oscar Mayer
Jim Bradley - Home Savings Bank
Steve Brown - Steve Brown Apartments
Jac Garner - Webcrafters
Phyllis Lovrien - Morgan Stanley Smith Barney
Rich Lynch, Ex-officio - J. H. Findorff & Sons, Inc.
Mark Ready - UW- Madison School of Business
David Reinecke - Foley and Lardner, LLP
Blaine Renfert - Foley and Lardner, LLP
For questions or comments on MCF investments, please contact Ann Casey, Vice President of Finance, at (608) 232-1763.