KALALOCH BEACH

Financial Information

Jefferson Community Foundation is a public charity, recognized as such by the Internal Revenue Service under section 501(c)(3). As such, the Community Foundation is committed to excellence in fiscal stewardship and transparency.

Finance Committee

In addition to oversight by the JCF Board of Directors, all of JCF’s financial activities are guided by a Finance Committee that includes: Katie Oman, Chief Operating Officer of NW Maritime Center; Susea Albee, Accountant; Tina Flores-McCleese, Clarity Enterprises; and Nicole O’Hara, JCF Finance Manager.

Investment Strategy

JCF does its investing through a partnership with Greater Tacoma Community Foundation (GTCF) and holds a permanent seat on GTCF’s investment Advisory Committee. In doing so, our funds benefit from extensive oversight and are part of a much larger $160 million pool that receives better opportunities for returns. To learn more about how GTCF approaches investing and for performance reports, visit Greater Tacoma Community Foundation Financial Information.

Form 990s

2021 Form 990 – Exempt Organization Tax Return (Public Copy)
2020 Form 990 – Exempt Organization Tax Return (Public Copy)
2019 Form 990 – Exempt Organization Tax Return (Public Copy)
2018 Form 990 – Exempt Organization Tax Return (Public Copy)

 

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