September 2024 – Form 990 (https://38f24713-dd88-417e-a478-807791a4e848.usrfiles.com/ugd/38f247_de6544e1fc6f41b1a59ea4ee916bcfb2.pdf) September 2024 – Audit (https://38f24713-dd88-417e-a478-807791a4e848.usrfiles.com/ugd/38f247_2f30bf0451464b8fbdead11597d39085.pdf)

Fee Policy & Schedule(https://a04714f9-bbe7-4735-b591-5fd3e36c63ff.usrfiles.com/ugd/a04714_cb13a6fa63fc4444bd21015a4685287c.pdf) We apologize as we do some site cleaning. These documents are coming soon... • Investment Policy(https://a04714f9-bbe7-4735-b591-5fd3e36c63ff.usrfiles.com/ugd/a04714_84d656fa7c9e42a3a131a583b1f0a981.pdf) • Donor Advised Fund Policy • Donor-Initiated Fundraising Policy • Scholarship Policy • Confidentiality Policy(https://a04714f9-bbe7-4735-b591-5fd3e36c63ff.usrfiles.com/ugd/a04714_c706204a7fb342cdb7f950128601ea49.pdf) • Gift Stewardship Policy • Spending Policy

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: Nora Mitchell, Committee Chair Current KCF Board Treasurer Former Finance and Administrative Services Director City of Port Townsend  David De Bruyn Financial Advisor to Nonprofits Walter Draper, IV Retired Director of Finance and Operations Bremerton School District Anya Edwards, JD, TEP President and Founder Bailey Private Fiduciary Services, Inc. Elizabeth McFadden CFP  - Financial Advisor Heritage Wealth Advisors Jim Rowson Retired CFO Harrison Medical Center Jay Seaton, AAMS Financial Advisor Edward Jones, Port Orchard Suzanne Keel-Eckmann Current KCF Board Vice-Chair, Former Deloitte National Director of Corporate Responsibility Patty Murphy Current KCF Board Secretary Former CEO of a local HVAC company Thomas Zwolfer Current KCF Board chair Former Commander of Naval Base Kitsap 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 see our Investment Policy.(https://a04714f9-bbe7-4735-b591-5fd3e36c63ff.usrfiles.com/ugd/a04714_84d656fa7c9e42a3a131a583b1f0a981.pdf)