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Past Annual Reports
See our charitable assets and grantmaking impact from previous years.
Financial Information
We maintain our status as a registered 501(c)(3) organization, which you can verify using our Employer Identification Number (91-1246778).
Our commitment to financial excellence is documented annually by independent auditors. Our internal controls are strong, and our fiscal position is secure. By maintaining an excellent financial track record, we have become a trusted steward of community funds.
Audited Financials + Form 990s
Investment Management
We pool and invest your charitable assets to ensure your fund’s balance grows over time. This provides the important causes you support, and our region, with more philanthropic capital. Our volunteer Investment Committee oversees this responsibility with well over a half-century of combined investment experience. This knowledgeable group is appointed by our Board of Directors and meets regularly to assess and re-balance our portfolios.
Outsourced CIO
Our sound investment management practices leverage the expertise of Sellwood Consulting. With decades of nonprofit investing focused on foundations, Sellwood provides our Investment Committee with high-quality advice, techniques, monitoring and reporting. Working with them also allows the Foundation to integrate strategic planning, investment implementation and administration into a custom investment solution that meets the needs of our organization and fundholders.
Service Fees
We make giving simple and fulfilling by managing the investment of your charitable fund and providing an array of top-tier philanthropic services. To sustain this work and our broader community impact, the Community Foundation assesses a service fee on all charitable funds. These fees vary based on fund type.
Scholarship Funds
We assess a 2% service fee (minimum of $250 per year) for managing Scholarship Funds, which includes processing applications, coordinating selection committees, providing professional advice and other donor services.
Get in Touch
Reach out to our staff to discover the many opportunities you can unlock by partnering with the Community Foundation for Southwest Washington.
Address
610 Esther Street, Suite 201
Vancouver, WA 98660
Phone
(360) 694–2550
Hours
Monday – Thursday | 9:00 a.m. to 5:00 p.m.
Friday | 9:00 a.m. to Noon
Tax Information
EIN or Tax ID Number: 91-1246778