Question 1

Form 990s

Accepted Answer

September 2020 Form 990 September 2019 Form 990 September 2018 Form 990 September 2017 Form 990 September 2016 Form 990 September 2015 Form 990 September 2014 Form 990 September 2013 Form 990

Question 2

Audits

Accepted Answer

September 30, 2020   September 30, 2019   September 30, 2018   September 30, 2017   September 30, 2016   September 30, 2015   September 30, 2014   September 30, 2013

Question 3

Foundation Policies Related to Finances, Investments, and Fund Management"

Accepted Answer

Investment Policy   Donor Advised Fund Policy   Donor-Initiated Fundraising Policy   Scholarship Policy    Confidentiality Policy Fee Policy   Gift Stewardship Policy   Spending Policy

Question 4

Investment Management Team

Accepted Answer

One of Kitsap Community Foundation's (KCF) most important responsibilities is our stewardship of charitable funds. We have a broadly diversified investment portfolio that is structured to produce investment returns that exceed market averages, particularly in down markets.   In our investment program, we combine the assets of permanent charitable funds for investment. Each individual fund benefits from the strength of a large pooled portfolio. The result is high quality, diversified investment management at reasonable fees and costs.   KCF's investment partners, BNY Mellon Wealth Management, a national investment and wealth management firm, and Halbert Hargrove, collaborate with the KCF investment committee composed of knowledgeable and experienced volunteers.   The committee oversees the investment program and makes recommendations to the Board of Directors regarding investment policy, strategy, and management. Current members of the investment committee are:   Troy Bruschetto, Vice President
Senior Portfolio Manager
BNY Mellon Wealth Management, Seattle
Representing BNY Mellon Wealth Management

Anya Edwards, JD, TEP
President and Founder 
Bailey Private Fiduciary Services, Inc.   Mark Janci
Regional Director
Halbert Hargrove, Bellevue Representing Halbert Hargrove   Elizabeth McFadden, CFP
Financial Advisor
Heritage Wealth Advisors   Jim Rowson 
Community Volunteer 
Retired CFO of Harrison Medical Center   Dave Schureman  
Kitsap Community Foundation Board Member/Treasurer
Financial Services Manager, Kitsap County   Jay Seaton, AAMS
Financial Advisor
Edward Jones, Port Orchard   Ex Officio Committee Members Board Chair
Kitsap Community Foundation    President & CEO
Kitsap Community Foundation 
KCF invests the assets of the long-term investment pool to achieve high total returns, with a low level of risk. For more information, please open see our Investment Policy.

Financials & Policies

(360) 698-3622

info@kitsapfoundation.org