finance and investment committee

The Board of Directors appoints board members and community volunteers to this committee who meet twice a year.  We appreciate the oversight our professional advisers bring to this work.
  • Tim U. Price, Financial Advisor, Edward Jones   ​
  • Kyle Reep, Certified Wealth Strategist & Branch Manager, D.A. Davidson​
  • Keaton Wersen, CPA & Senior Manager, Larson Gross​

Investment management provided by our fiduciary agent Badgley + Phelps. Learn more here.

documents 

The Skagit Community Foundation is a nonprofit charitable organization incorporated in the state of Washington and is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. Our tax ID (EIN) is: #91-1572414. ​Our financial records are audited annually by CliftonLarsonAllen.
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  • Click here to view our Investment Policy
  • Click here to view our IRS Form 990.
Phone: 360.419.3181  |  Physical Address:1220 Memorial Hwy, Suite C,  Mount Vernon, WA   98273
Mailing Address: P.O. Box 1763,  Mount Vernon, WA   98273
© 2021 The Skagit Community Foundation. All rights reserved.
The Skagit Community Foundation is a nonprofit charitable organization incorporated in the state of Washington and is exempt from federal income tax under
​Section 501(c)(3) of the Internal Revenue Code. 
​Tax ID (EIN) #91-1572414.