We have been a partner with local individuals, families and businesses for raising the quality of life in our community since 1953.
We provide effective ways to make meaningful charitable contributions while realizing significant tax advantages. We listen to your priorities, advise on strategic giving, handle the investment of the gift and manage your charitable grants to worthwhile causes.
Audited Financial Reports
Fiscal Year 2022 Annual Audit Report and Financial Statements
Fiscal year 2021 annual audit report and financial statements
Fiscal Year 2020 Annual Audit Report and Financial Statements
Fiscal Year 2019 Annual Audit Report and Financial Statements
Fiscal Year 2018 Annual Audit Report and Financial Statements
FISCAL YEAR 2021 FORM 990
Fiscal Year 2020 Form 990
Fiscal Year 2019 Form 990
Fiscal Year 2018 Form 990
Fiscal Year 2017 Form 990
If you do not have Acrobat Reader, click here to obtain a free copy of the program.
To request our investment performance data, please email Carolyn Newham at firstname.lastname@example.org.
Financials for Fiscal Year ending June 30, 2022
Total Grants Paid:
Total Gifts Received:
Number of Funds: