Financials and Form 990

The Petoskey-Harbor Springs Area Community Foundation is a nonprofit, publicly accountable organization.  Please find our most recent statement of financial position and our IRS Form 990 on this page.  A complete, audited financial statement through March 31, 2011 is available at our office.

The Community Foundation's Finance Committee is responsible for overseeing our investment portfolio and making appropriate recommendations to our Board of Trustees, who hold ultimate responsibility.  The Community Foundation uses the services of an investment consultant to assist in the selection of funds and/or money managers to monitor investment performance.  A copy of our Investment Policy Statement is available upon request.  Information regarding our investment consultant, copies of our quarterly investment performance, and fees charged are also available upon request.