Form 990s

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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

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Audits

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

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Foundation Policies Related to Finances, Investments, and Fund Management

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

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Investment Management Team

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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: Bruce Bennett
Vice President/Financial Advisor
Morgan Stanley Smith Barney, Silverdale Troy Bruschetto, Vice President
Senior Portfolio Manager
BNY Mellon Wealth Management, Seattle
Representing BNY Mellon Wealth Management

Michael Hytopoulos, 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.

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