Assets Top $68 Million

Marion Community Foundation compares favorably with its fellow community foundations. In fact, its investments outperformed 89 percent of its peers in 2024. This is more of an affirmation than a surprise, but a pleasant one nonetheless.

Megan Queen, chair of the Investment Committee, said, “We are quite proud that our investment performance is one of the best.”

Currently, the Foundation’s 500+ funds top $68 million in assets.

According to John Colla of Clearstead, the advisory firm that serves as Marion Community Foundation’s chief investment officer, the Foundation has outperformed more than half of its peers for at least the last seven years. Colla describes this long-term peer performance as “strong” and attributes it to the Foundation’s Investment Committee, a strong investment program, and good governance structure.

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