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Fund Management General Information The Dickinson Area Community Foundation currently has funds being managed by several area banks and trust companies. Specific information is listed below: All endowed funds are currently managed by: Mr. Patrick Matthews, Vice
President The Foundation maintains a 'pass through' checking account at Wells Fargo Bank, N.A. In addition, the Foundation maintains an operating account, which is managed by: Citizen's Bank The Norway Area Affiliate endowed funds are invested through the Foundation with Wells Fargo as noted above. In addition to the endowed funds, the Norway Affiliate maintains an operating account and a Scholarship Fund CD investment managed by: Mr. Duane Manier Information regarding the Norway Area Scholarship Fund CD, fees assessed and investment strategy are available through First National Bank of Norway or through the Foundation office (906) 774.3131. The Crystal Falls/Forest Park Area Affiliate endowed funds are invested through the Foundation with Wells Fargo as noted above. In addition to the endowed funds, the Crystal Falls/Forest Park Area Affiliate maintains a checking account for the affiliate and a checking account for their Youth Advisory Committee. These accounts are currently held at: First National Bank of Crystal Falls 125 Superior Avenue, PO Box 330 Crystal Falls, MI 49920 Telephone: 906-875-4505 For the endowed funds currently managed by Wells Fargo, copies of the most recent Finance Report, fees assessed and investment strategy on the Foundation’s endowed funds are available through Wells Fargo or through the Foundation office (906) 774-3131.
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