Siouxland Community Foundation

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ADDRESS
505 Fifth Street
Suite 412
Sioux City, IA 51101
712-293-3303

Confirmed in Compliance
with National Standards for
U.S. Community Foundations

INVESTMENT MANAGEMENT
The goal of the Siouxland Community Foundation is to build upon the value of donations received in a prudent, disciplined manner. The view is that contributors to endowed funds intend that the value of their gifts should be maintained, preserved, and carefully enhanced over time. Therefore, the portfolio is managed to first, preserve, and second, enhance the funds entrusted to the Siouxland Community Foundation.

Investment Managers are currently the two banks in Siouxland which exercise Trust powers through local offices: Security National Bank and Wells Fargo Bank

The Foundation’s Investment & Finance Committee oversees the activities of the Investment Managers; establishes and monitors financial, investment, and distribution policies for the Foundation; and reviews investment performance to determine optimum earnings and growth potential.

Detailed investment asset information and current fee schedule is available upon request.

PUBLIC AVAILABILITY
Anyone wishing to view a copy of the Siouxland Community Foundation’s financial audit, IRS Form 990 tax return with certain omissions to protect donor privacy (Form 990-T, if applicable), IRS Determination Ruling Letter (tax-exempt status) or investment information (including names of those responsible for investment management and oversight) may contact the Foundation.