Leave a Lasting Impression.  Here's How.
Holtrey Endowments

The legacy of Karolina Holtrey, and daughter, Carolyn, continues to support the community of Frankfort through three separate endowments created in their name in 2000.

Supporting the area's library, skilled nursing facility and educational needs, the Holtrey Endowments are core to the fabric of life in Benzie County and a testament to the foresight, kindness and care of its donors.


What impression will you make? Let's give it forward, together.

Financial Information


2017 Audited Financial Statements

2017 IRS Form 990

Investment Policy Statement


With questions about any of these doucments or to request additional information, including about investment policies and management; fees; and individuals responsible for investment and oversight; please feel contact David Mengebier, President and CEO or Paul Kester, Vice President of Finance and Administration.

What impression will you make? Let's give it forward, together.
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