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.