Being good fiscal stewards of our donors’ assets is the cornerstone of our philosophy. For nearly 60 years, Stark Community Foundation has professionally stewarded more than 850 charitable funds of all sizes, with funds ranging from $10,000 to $17 million.

Thanks to the generosity of our family of donors and prudent investment management, our asset size is currently approaching $400 million.


Investment Performance

It’s our fiduciary responsibility to make sure we’re investing your charitable dollars in a way that will give you the greatest possible return. We're proud of our proven track record for securing favorable returns during a variety of economic and market conditions:

  • 1-year: 17.4%
  • 3-year: 15.2%
  • 5-year: 10.1%
  • 10-year: 8.6%

These returns do not reflect the performance of any individual fund, but rather the total performance of the Foundation's corporate pool as of December 31, 2021.


Investment Strategy

As a community foundation, our investment strategy is rooted in a long-term approach. We want to ensure the dollars entrusted to us by individuals, families, businesses and nonprofits last forever and have the greatest impact possible.

With long-term growth in mind, we work closely with our experienced Investment Review Committee and our investment consulting firm, Marquette Associates, to implement our strategy and determine the right diversification of our assets. We strive to:

  • Assemble a well-diversified portfolio able to achieve its return objectives during a variety of economic and market conditions
  • Avoid attempts to predict short-term market behavior via market timing strategies
  • Conduct rigorous initial and ongoing due diligence of investment managers

Asset Allocation

The Foundation’s diversified portfolio currently includes equities, fixed income and cash, alternative investments, real estate and real assets, private equity and private debt.

Q22022investments


Recent Financial Documents

We value financial transparency and invite you to review our most recent financial documents:

Visit our Resource Library to view the Foundation's policies and other helpful documents.

Stark Community Foundation is a 501(c)(3) tax-exempt organization, and our tax ID number is 34-0943665.

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