Financials and Notices


The Charlevoix County Community Foundation is committed to protecting the privacy of its donors.  The Foundation collects and uses personal information such as name, address, phone number and email addresses (when a donor voluntarily provides it to us).  This information is gathered in order to maintain complete and accurate records for Foundation activities, and for IRS purposes.

The Foundation's Board of Trustees and staff are bound by the Foundation's Confidentiality Policy.  The Charlevoix County Community Foundation does not sell, trade or share donor information with any other organization.


Audited Financial Statements

2022 Audited Financial Statement

2021 Audited Financial Statement

2020 Audited Financial Statement


Form 990

2022 Form 990

2021 Form 990

2020 Form 990



For questions about these documents or to request additional information including past financial documents; investment policies and management; fees; oversight responsibility, or policies around gift acceptance, please contact Sara Ward, President, or Matt Greer, Finance and Operations. 

Our nonprofit EIN number is: 38-3033739.


Nondiscrimination Policy

No person in the United States shall, on the basis of actual or perceived race, color, religion, national origin, sex, gender identity (as defined in paragraph 249(c)(4) of title 18, United States Code), sexual orientation, marital or parental status, political affiliation, military service, physical or mental ability, or any other improper criterion be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity funded in whole or in part with funds made available by the Community Foundation, and any other program or activity funded in whole or in part with funds appropriated for grants, cooperative agreements, and other assistance administered by the Community Foundation.