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   
  • Jeffrey Biermanski, CRPC, Certified Wealth Strategist, D.A. Davidson
  • Roland King, Retail Division Manager, Banner Bank, Burlington, WA
  • Kyle Reep, Certified Wealth Strategist, Branch Manager, D.A. Davidson​​​

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 Larson Gross PLLC.
​
  • Click here to view our Investment Policy
  • Click here to view our 2017 Annual Report
  • Click here to view our IRS Form 990.
phone: 360.419.3181  | mailing address:1204 Cleveland Avenue, Mount Vernon, WA 98273
© 2016 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.