Financial statements

This folder contains the MBC Governance Guidelines 2007 document, outlining the principles and practices for effective governance within the organization.

This folder contains the MBC Investment Policy Statement 2000, which outlines the investment principles, objectives, and guidelines established by MBC. It includes detailed policies on asset allocation, risk management, and investment decision-making processes to ensure alignment with the organization's financial goals. The document serves as a comprehensive reference for investment strategies and compliance standards.

This folder contains the letter from the IRS dated April 2, 1998, indicating that the MBC is exempt under the USCCB group ruling. This folder includes the official documentation confirming the MBC's tax-exempt status as of 1998.

This folder contains documents related to the consideration of the National Catholic Community Foundation as the future home for MBC funds, covering the period from 2015 to 2020.

This folder contains an exploration of options for the future of MBC, conducted by the Milwaukee legal firm Quarles & Brady, LLP, during 2015-2016.

This folder contains correspondence and documentation regarding an inquiry made in 2020 about UNIFAS's potential interest in taking over the MBC Legacy Planning fund.

This folder contains an exploration of options for the future of MBC, as analyzed by the Milwaukee legal firm Von Briesen & Roper, SC, in 2020.

This folder contains the minutes of the MBC Board of Directors meetings from 1998 onward.

This folder contains the minutes of the MBC meetings from 1996 onward, documenting the discussions, decisions, and activities of the MBC Members during this period.

This folder contains the letter addressed to Eileen Lang, Vicar for Religious in the Diocese of Superior, dated December 28, 1999, which provides an update to the MBC listing in the Official Catholic Directory for the year 1999.