Financials & Policies

Form 990s
Audits
September 30, 2019
Foundation Policies Related to Finances, Investments, and Fund Management
Investment Policy
Fee Policy
Investment Management Team
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.
Vice President/Financial Advisor
Morgan Stanley Smith Barney, Silverdale
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.
Regional Director
Halbert Hargrove, Bellevue
Financial Advisor
Heritage Wealth Advisors
Community Volunteer
Retired CFO of Harrison Medical Center
Kitsap Community Foundation Board Member/Treasurer
Financial Services Manager, Kitsap County
Financial Advisor
Edward Jones, Port Orchard
Kitsap Community Foundation
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.