2022-2023 Impact Report - Kitsap Community Foundation

KITSAP COMMUNITY FOUNDATION’S 2022-2023

Impact Report

Redefining what’s possible CONTENTS Our Mission, Vision & Values Forward from our CEO

Our Community Impact

Partnering to preserve open spaces for good

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Partnering for the greater good

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Looking forward & giving back – Bob & Patty Murphy

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Donor Features

Using KCF to double the good – Dot Lintz

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Women’s Giving Circle of the Kitsap Peninsula

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Extending Our Reach Kitsap Great Give

Looking Ahead Grantmaking

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Financial Overview

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Contact Us

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Our Team

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Our Mission

A CATALYST FOR THE GREATER GOOD. WE PARTNER WITH DONORS AND OTHERS TO INVEST IN OUR REGION’S NONPROFIT SECTOR TO FOSTER A MORE VIBRANT KITSAP PENINSULA FOR THE BENEFIT OF ALL.

REALIZING OUR MISSION INSPIRE donors and work with their advisors to maximize both the community impact and tax benefit of their giving.

STEWARD community wealth by managing charitable funds for donors and nonprofit organizations.

INVEST in our region’s nonprofits through grantmaking and capacity building.

LEAD our community in collective impact to foster positive social change.

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Our Vision

FOSTER AN ABUNDANT FUTURE WHERE EVERYONE IN OUR COMMUNITY HAS THE OPPORTUNITY TO THRIVE THROUGH INSPIRED GENEROSITY.

Our Values STEWARDSHIP

We believe our highest calling is to help equitably steward the community’s charitable wealth and its wellbeing; cultivating the financial and social capital within our community for the greater good.

COURAGE We believe in the untapped power of our whole community; and serve as a catalyst and convener for transformative conversations and innovation.

COLLABORATION We believe our combined efforts will exceed that which we can accomplish on our own; therefore, we listen to our community, leverage resources and forge partnerships.

EXCELLENCE We possess a deep understanding of community needs and philanthropic strategies and hold ourselves accountable to act with integrity and develop personal competence, excelling in quality services and operational performance.

Centering Equity

As citizens of the world, we are living a seminal moment of collective recognition of the compounding inequities created by systemic racism. As leaders of Kitsap Community Foundation, we acknowledge the role that philanthropy has played in contributing to these inequities.

As a steward of our community’s charitable wealth and wellbeing, we embrace our leadership imperative to better understand the issues of inequity in our community and to engage in advocacy and action that advances equity as a powerful force multiplier that enriches the quality of life for all Kitsap residents.

We believe community is its people and that vibrant communities are those that embrace their interdependence – where everyone is seen, everyone is valued, and everyone benefits from shared abundance.

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Forward from our CEO Dear Donors, Partners and Friends,

When I began my tenure in fall 2022, I knew I was set to lead an organization poised for a remarkable journey. Hindsight being what it is, the Foundation had emerged from the pandemic with the certainty that our communities’ quality of life is inseparable from the strength of our region’s nonprofit organizations. And always has been.

That certainty was then channeled into a new strategic framework – one that is bold with possibility for our entire community. This renewed focus grounds us in our unique mission to lead philanthropy wholeheartedly and to inspire greater local investment in our region’s nonprofit sector – which delivers undeniable public benefit to us all.

We also embraced a commitment to center equity in our work. Doing so is not only the timely thing to do, it is the right thing to do, and essential to fulfilling our highest calling as stewards of the community’s charitable wealth and its wellbeing. While we have a lot to learn and do, we are on the path and committed to demonstrated progress.

This thoughtful intentional investment in our work, did not come at the expense of other operations.

Indeed, we would like to acknowledge a few additional achievements as well: ∞

Our Commitment to Excellence. The Council on Foundations awarded KCF a three-year renewal of its National Standards Accreditation for U.S. Community Foundations; an achievement awarded only to those community foundations that continue to meet comprehensive and evolving standards for program excellence. This national certification validates our commitment to exceed federal and state requirements and demonstrate our accountability to our community having met 26 distinct and separate standards, forming a base for earning donor confidence and public trust.

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Understanding Community Needs with Equity in Mind. Kitsap Community Foundation partnered to support a collaborative community effort, led by Kitsap Community Resources and the Kitsap Public Health District, to conduct a community needs assessment (CNA) to help identify current gaps in services, programs and/or policy in Kitsap County. Aimed at improving our local data over past efforts, the partnership focused on ground-level outreach to extend the survey deeper into the community, with the hopes of engaging a greater diversity of respondents, largely not represented in previous efforts. By seeking to be more representative of the “whole” community, we hope to better understand our community’s greatest needs – those that are shared, disproportionate and/or unique to specific communities and/or populations.

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Our Collective Impact to Support Our Shared Quality of Life in Kitsap County. Thanks to the past and present contributions of our donors, primarily through their Donor Advised Funds (DAFs), designated endowments and the Kitsap Great Give, we distributed nearly $4 million in grants and gifts to benefit our community this year.

The stories that follow in this community report illustrate the power of partnership and the impact of our collective philanthropy. When we look back on all that we were able to accomplish, we are grateful for the generosity of each and every one of you, as community is the gift that we give to one another.

With endless gratitude,

Tina O’Brien Chief Executive Officer

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OUR COMMUNITY IMPACT

Partnering to preserve open spaces for good OUR FOREST FUND Life as we know it simply cannot exist without forests. That’s the premise at the heart of those who work to protect, preserve and expand our region’s forest land.

Their first effort resulted in protecting forever 756 acres of trees from clear cutting in the Port Gamble Forest Heritage Park (PGFHP) in north Kitsap.

The benefits of forests are known and numerous. From mitigating the effects of global warming, to sustaining biodiversity by preserving habitat for wildlife, providing rich landscapes for healthy lifestyles, and creating the very oxygen we breathe, to name a few.

Previously owned by Pope Resources (later Rayonier), the creation of PGFHP was completed in 2017 after 3500 acres of land, over several years, was purchased by Kitsap County through a community public-tribal-private collaboration for conservancy. More than $11.5 million dollars was raised to advance a vision first outlined by the North Kitsap Trails Association (NKTA) and adopted by the County in 2011, known as the North Kitsap String of Pearls Trail Plan.

They are also important to our region’s rich Native American heritage, as the lands and surrounding waters were once the ancestral homes of the Port Gamble S’Klallam and Suquamish Tribes, and the foundation for their cultural and spiritual wisdom, as well as subsistence resources for hundreds of years.

One group at work in the region is the Our Forest Fund (OFF), a small but mighty force of community volunteers who are protecting forests through tree acquisition and timber rights purchases.

“We believe that trees are more valuable to the community and to the environment as a live forest, than as cut timber,” said Alia Pirzada, one of the Fund’s three co-chair founders.

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While the effort was astounding, it was evident that to make the dollars go as far as possible, a trade-off was required. Those involved opted to buy more land while they could to save it from future development; but it meant leaving the timber rights with the seller (now Rayonier) through 2042. However included in the agreement was the option to purchase timber rights in the future (held by Forterra, Washington’s largest nonprofit land conservation organization), allowing the community more time to raise the funds to buy and protect the trees.

Protecting forests is a complex community effort. We are proud to do our part by coming along side these other nonprofits and community groups to serve as their trusted philanthropy partner,” said Tina O’Brien, KCF’s chief executive officer. “The collective impact of these community conservation efforts are truly priceless. While there are multiple efforts, there is one outcome: making Kitsap a great place to live for everyone.

OFF then established a fund at the Kitsap Community Foundation with the Foundation serving as its fiscal agent to collect and steward the charitable donations, providing OFF volunteers the ability to focus their efforts on conserving as many trees as possible.

Time was of essence, as the group learned of impending harvests in the heart of the Park, spurring them to reach an initial fundraising goal of $500,000 (the minimum required to open conversations with Rayonier to negotiate the purchase of the timber).

After two years of outreach and fundraising, things moved quickly. Early conversations with Senator Christine Rolfes resulted in the senator securing $300,000 of state funding for PGFHP. Behind the scenes, Forterra, Kitsap County and the Tribes were in discussions with Rayonier. More funding came from an anonymous donor through Forterra, enabling Kitsap County Commissioner Rob Gelder and Forterra to further negotiations with Rayonier.

needed had been secured. If the group could raise those remaining funds by the end of October, 756 acres of forest within PGFHP was possible.

Fortunately for all of us, Our Forest Fund volunteers did reach the goal. Thanks to the generosity of the Port Gamble S’Klallam Tribe, the Suquamish Tribe, several local and regional family foundations, and many individual donors near and far, $387,522 in contributions to Our Forest Fund were then combined with another $112,478 in donations that had come through Forterra, totaling the $500,000 community portion. An additional $83,000 in donations which came in to Our Forest fund will be rolled forward to the next OFF forest conservation project.

“We are grateful for this phenomenal response to what was a daunting challenge. It affirms that others also believe that conserving our communities’ forests is crucial to the quality of all our lives,” said Pirzada.

In August 2022, Commissioner Gelder informed OFF that a deal had been reached for a portion of the remaining 1800 acres of Rayonier trees in the park. All but $500,000 of the total $4.425 million

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OUR COMMUNITY IMPACT

ILLAHEE FOREST PRESERVE AND THE LOST CONTINENT Another group that believes healthy forests are essential to healthy communities, is the Illahee Forest Preserve (IFP), a nonprofit organization that helps steward over 570 acres of preserve lands that comprise the Kitsap County Illahee Preserve Heritage Park in Illahee, between Bremerton and Silverdale.

Native Americans called Illahee, “a place to rest,” and treasured the forest for its abundant wildlife. Soon immigrants arrived who were also attracted to the area and established homesteads.

Eventually, a federal decree declared a 640acre parcel as the Illahee Trust Lands, which over the years then became subject to clearcutting to harvest timber with tracts sold for commercial development. A 25-year local effort finally resulted in the remaining 352-acres being designated as a protected park and preserve.

Today, the all-volunteer IFP and Illahee Preserve Stewardship Committee work hand in hand with Kitsap County Parks and Recreation and IFP to manage this precious urban resource.

IFP’s efforts are largely focused on acquisitions of connected property to expand the Preserve and management support; especially that which enables them to protect wildlife and salmon habitat along Illahee Creek, and provide connectivity for a desired regional trail system.

In 2015, IFP established “The Lost Continent Fund” at KCF, an “agency” fund to support their ongoing capital campaigns of the same name.

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“By establishing the Fund at KCF, we gained a philanthropy partner which gives us access to a variety of specialty resources that would otherwise not be available in our small, allvolunteer organization,” said Jim Aho, IFP President. “Of particular value, is KCF’s ability to support our donors who want to make noncash charitable gifts to the Preserve, such as donating stock or making a qualified charitable distribution (QCD) from their retirement account.”

“Recently, KCF helped us to accept a gift of real estate from one of our donors. Our partnership with KCF, not only made that possible, they helped make it easier for all of us,” said Mr. Aho.

The following funds within Kitsap Community Foundation are dedicated to environmental conservation and education efforts in our region. ∞ ∞ ∞ ∞ ∞

Friends of Port Gamble Forest GPC Clear Creek Trail Reserve Fund Illahee Preserve's The Lost Continent Kitsap Environmental Stewardship Fund Our Forest Fund

Additional organizations are supported through the Foundation’s Kitsap Great Give, an annual community give day held each year in April. For more information about how you might help, please contact us at info@kitsapfoundation.org.

Partnering for greater good

The best collaborations create something bigger than what we can each create on our own. Such has been the case with our longstanding partnership with United Way of Kitsap County (UWKC).

Sharing a regional footprint – and perspective – both organizations are important to our region, bringing to the table different resources to help address countywide community needs. Rather than competing with one another, the two organizations have made deliberate decisions to identify opportunities and specific roles each will play together.

Over the years, the two organizations have come together to coordinate a variety of relief efforts, including responding to the Port Orchard tornado, and more recently the COVID-19 pandemic. They also join forces to collaboratively fundraise to support capacity building for the community, such as co-presenting the Kitsap Great Give, and the Unity in the Community Campaign to support nonprofits during the worst of the pandemic.

Another example of utilizing each other’s strengths occurred when UWKC placed its endowment and reserve funds with Kitsap Community Foundation (KCF) for investment and administrative management. “We wanted to make sure that the investments donors made in us always stayed local, even if at some point our organization were merged with another,” said Carl Borg, former CEO, UWKC. “It also made financial sense to take advantage of the Foundation’s economy of scale, resources and expertise in professional endowment investment and management.

They can get a better return and we can stay focused on translating that return to delivering programs and services to the community.”

“Our different roles and strengths complement each other,” said Borg. “We both exist to improve the quality of life in the region. When we work together – which we do often in Kitsap County – we can be an enormously powerful force for good.”

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DONOR FEATURE

Looking forward and giving back Life transitions often cause people to become reflective. Such was the case with Bob and Patty Murphy when they began to consider retirement, which also meant selling their business, Air Management Solutions, LLC. “It’s been both an exciting time, but a little stressful too,” said Patty Murphy. "While Bob and I are looking forward to all the good things that come with retirement, we wanted to do right by our community as well.”

Business owners since 2002, both Bob and Patty feel grateful to the community for the success of their commercial HVAC company.

“Our success in our business is in large part due to the support of our community and we believe that we have an obligation to give back,” said Murphy.

For Bob and Patty that means supporting local nonprofits that help better the lives of others in our community, especially those that serve at-risk youth.

In addition to being a board member of Kitsap Community Foundation (KCF), Patty has also

“We love our community and all of the opportunities that it has provided to our family,” said Murphy.

“It feels good to be giving back.”

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been a longtime member of the East Bremerton Rotary, as well as a recipient of the Jerry and Nancy Reid Community Spirit Award recognizing her work with the Boys and Girls Clubs of South Puget Sound and other nonprofits in Kitsap County. Bob has been involved in the community as well, including serving on the board of the Admiral Theatre for many years.

The sale of their business created the opportunity for them to set aside some of the proceeds for future charitable giving. Utilizing a donor advised fund (DAF) with KCF, they were able to quickly and easily make a sizeable charitable gift that gave them the tax break they were looking for, while also giving them the freedom – and more time – to consider how they wanted to use those funds in the community.

Donor advised funds are relatively simple to set up and currently don’t require any annual mandatory gift distributions.

“While there a number of commercial options for creating a DAF, it was important to us to use Kitsap Community Foundation as our resource.

While the annual fee structure is slightly higher than commercial products, it’s really making a second gift to the community,” said Murphy.

The fees charged by KCF for managing community charitable funds, like the Bob and Patty Murphy Family Foundation, helps provide operating support for the programs and services of the Foundation. For KCF that translates to important capacity building work they do on behalf of Kitsap nonprofits, such as producing the Kitsap Great Give, an annual “give day” event that results in more than $2 million in annual gifts to 350-plus community organizations.

Murphy also cites the role that KCF played in facilitating emergent support to nonprofits during the onset of the COVID-19 pandemic.

“Partnering with United Way of Kitsap County and local business leaders, KCF was instrumental in drawing support to our community from other regional funders. That support was critical, particularly in mitigating the disproportionate impact of that the pandemic on segments of the community who were struggling to meet basic needs.”

“A community foundation is invaluable for its ability to serve as a convener and catalyst for meeting the needs of other nonprofits,” said Murphy. “However, it has also been helpful to Bob and I, as we think about the ways we want to organize our current and future giving, including instilling in our children the importance of being community minded.”

COMMUNITY DONORS Charitable gifts and sponsorships from individuals, families, businesses, community organizations, together with grants from other foundations, propel our mission to be a catalyst for the greater good in our community. We are deeply grateful to every donor who has contributed this past year.

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DONOR FEATURE

Using Kitsap Community Foundation to double the good Since arriving to Kitsap County in 1970 with her husband Ralph (now deceased), Dorothea “Dot” Lintz has been a stalwart supporter of many local community organizations, including Kitsap Community Foundation (KCF), where she served as a board member and Treasurer for many years.

“Ralph and I shared a belief about being involved in the community, but our interests often took us in different directions,” said Lintz.

It was Dot’s longtime work with the Dispute Resolution Center of Kitsap County that exposed her to the variety of nonprofit organizations and resources in the County; something she came to learn as essential to a strong healthy community.

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It was this experience that then led Dot to become involved with KCF and with learning more charitable gift planning and endowments.

I’ve known KCF for a long time and I trust them to be responsible stewards for the charitable funds they manage.

When she and Ralph sold a rental property, they were guided by their financial advisor to create a charitable remainder trust, in part to mitigate their tax obligation resulting from capital gains on the property, but also because they were intrigued by the charitable component. Proceeds

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from the sale were placed in an irrevocable trust, providing them a steady stream of income for a period of years, with the remainder balance to benefit charities designated in the trust.

“Most of us think about giving from our checkbooks,” said Dot. “But I began to understand how much more could be done in support of our community’s nonprofits, if people knew about other ways to give.”

When her parents died, Dot decided to use a portion of the inheritance she received to honor them, by creating an endowment fund in their names at KCF to continue to benefit organizations in their Montana hometown that they loved and cared about.

Her experience as a donor and board member at KCF, helped illuminate for Dot the role that KCF can play as a stewardship partner for other nonprofit organizations and donors alike.

As her giving has evolved over time, Dot now wants to have the most impact where she’s had the most contact. However, many of the organizations she has been involved with over the years have been relatively small.

“I know these organizations are doing really important work in the community, but they don’t always have the resources to manage larger charitable gifts over time,” said Dot. For some donors this fact causes them to bypass organizations they are familiar with, in favor of making their larger gifts to bigger organizations that they feel have the structure to effectively manage charitable giving and donors.

“By using the specialty expertise of KCF, we felt that we were doubling our good in the community – benefitting local causes that were important to us, while also keeping our charitable investments in the community,” said Lintz.

A GIFT FOR THE AGES By remembering Kitsap Community Foundation in your estate planning, you can ensure that the graces you and your family have received will be sustained for future generations.

REMEMBERING KCF IN YOUR ESTATE PLANS IS AS EASY AS 1-2-3!

1. Create a will or living trust, or revise an existing one 2. Decide the gift you would like to designate to Kitsap Community Foundation 3. Provide your attorney with our suggested bequest language and inform your dependents about your desire to designate gifts.

SUGGESTED BEQUEST LANGUAGE:

Dot and Ralph Lintz were honored with Kitsap Community Foundation’s “Spirit of Philanthropy” award in 2016 for their philanthropic work in the community, as both volunteers and donors.

I give, devise and bequeath to Kitsap Community Foundation (Tax ID # 943205217), a tax-exempt organization located at 9657 Levin Rd NW, Ste 220, Silverdale, WA, 98383, the sum of $___________ (or) _____________ % of my estate (or the property described herein) to be used for ___ ___________________________________________ (You may specify your purpose, e.g., greatest need, a specific nonprofit, a cause such as homelessness, food security, arts, environment, human services, BIPOC organizations, education, support of emerging needs of local nonprofits through KCF’s community grants process, etc.)

Informing us of your intent helps us ensure your wishes are honored. Thank you for your love and support of our beloved community!

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EXTENDING OUR REACH

Women's Giving Circle of the Kitsap Peninsula (WGCKP)

Founded five years ago, the WGCKP has created some impressive numbers. Its 80+ member donors have contributed more than $429,000, including $179,500 that has been distributed to Kitsap nonprofits supporting women and children. The remainder has been committed to building an endowment to insure an enduring area of interest fund to benefit women and children in our community forever. Recent work of the WGCKP has focused on "inclusive philanthropy,” including mitigating barriers within their annual granting process that results in unintended inequity for smaller community nonprofits, many who are all-volunteer led and on the frontline of serving community needs.

In 2023, the WGCKP designed its “Small Grants Program” to extend and amplify their impact in the community. “We are very excited about this work. The Small Grants Program is rich with potential for benefiting a wider variety of nonprofits going forward,” said Delight Willing, president.

Learn more about the WGCKP at KitsapFoundation.org/womensgivingcircle.

2023 Grantees

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Small Nonprofits Annual Revenue under $100,000

Large Nonprofits

Bremerton Backpack Brigade - $2,500 House of Hope - $2,500 Native Horsemanship Youth Program - $1,800 Kitsap Black Student Union - $1,600 Empowering Youth Mentor Program - $1,600

Weaver Foundation - $10,000 Kids in Concert - $10,000 Kitsap Immigrant Assistance Center - $6.500 Harbor Hope Center of Washington - $1,500

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Kitsap Great Give delivers over ten years of unsurpassed impact

On Tuesday, April 11, 2023, more than 3,188 donors made 7,140 gifts, giving nearly $1.5 million in vital support to 364 participating nonprofits, once again making the Kitsap Great Give our community’s biggest fundraising event. While the event provides unsurpassed impact for the entire community, it’s especially important for the many smaller nonprofit organizations that participate; often those with less visibility to other area funders.

Of the nonprofits participating this year 51 percent have operating budgets of less than $100,000 dollars; and 47 percent rely solely on volunteers to deliver their missions. Moreover, one out of three gifts is directed to organizations providing for basic human needs, supporting those who are most vulnerable in our community. Presented by KCF and the United Way of Kitsap County this annual community movement of generosity has result in more than $15 million in community support since 2014. For more information about the event’s impact read our 2023 Community Report at bit.ly/2023-kgg-report or scan the QR code on this page with your smart phone's camera.

Save the date for our 11th Annual Kitsap Great Give on Tuesday, April 16, 2024!

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LOOKING AHEAD

Redefining possible

In celebration of our 30th anniversary, Kitsap Community Foundation is launching a community initiative; one that we believe will forever shift the horizon of what’s possible for the greater Kitsap Peninsula.

This important work will put us at the intersection of community donors and volunteers, their professional advisors, and the nonprofit organizations they love, support and serve. Our aim is simple: to encourage more donors to make gifts through wills in order to aid the nonprofits they love to fully deliver their missions and make the community better for us all.

Big vision takes courage. It will also take support from our community. We encourage you to learn more about the wealth of opportunity that exists and we hope you will be inspired to join us.

YOUR CAUSE IS OUR CAUSE A community initiative to encourage even greater charitable giving to local nonprofits from the transfer of wealth that is already happening in our region.

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Rewrite the story about what’s possible regarding charitable giving;

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Provide “ready resources” to nonprofits to support their ability to inspire their donors to consider other ways of giving to their missions;.

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Provide experienced staff and advisors who can come alongside other nonprofit leaders and/ or donors who wish to make more complex gifts, such as donating real estate, etc.

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Partner with nonprofits to start and build endowments to support their sustainability and provide assurance to their donors regarding their ability to manage and steward larger gifts for longevity.

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A WEALTH OF OPPORTUNITY In 2017, a collaboration of local organizations commissioned research to understand the potential for philanthropic impact specific to the Kitsap area. The research estimated total household net worth of nearly $94 billion, and projected that by 2027 an estimated $12 billion will transfer from one generation to the next through a will, estate plan or probate. While the study recognizes that most of this wealth will be passed to heirs, evidence shows that individuals and families will give back to their communities.

Encouraging our neighbors to give just 10 percent of this wealth transfer would result in an estimated $1.2 to $10.2 billion in public benefit sector support. Imagine the possibilities for the work of our local nonprofits!

Every week, we receive calls from nonprofits asking us to help them promote planned giving to their donors and volunteers. To answer that call and help our local nonprofits encourage charitable bequests during this moment of opportunity, KCF will launch the Your Cause Is Our Cause Initiative in 2024. Local nonprofits will be able to invite their donors and volunteers – through KCF’s new partnership with FreeWill.com/kitsapfoundation – to create a legal will for FREE. There’s no cost to the individuals or the organizations. It’s a simple and straightforward process that takes about 20 minutes and nonprofit donors and volunteers will be encouraged – but not required – to name charitable bequests in their will. It’s a great benefit for local organizations to provide to their friends and, hopefully, the friends will return the favor by adding charitable bequests for local organizational endowments.

This new service will especially benefit our smaller nonprofits, especially the 47% of nonprofits with no paid staff – who do not likely have the time, expertise, or budgets to knowledgeably promote planned giving among their donors and volunteers. However, these small and volunteerled organizations are the same organizations that will likely benefit most from planned gifts to help annual operations and safeguard sustainability by building endowments.

The ongoing transfer of wealth represents one of the most underdeveloped opportunities for investing in our communities. And it is already underway. By 2067, the wealth transfer in our region is estimated to be $102 billion.

As a community foundation, our greatest value proposition for the community is to embrace the possibility of this moment and to courageously lead philanthropy in our region. No other organization can deliver that mission on the same scale or with the same impact. Forgoing the opportunity to jump in and help our local nonprofits capture a portion of the wealth transfer all but ensures that our community will not fully benefit from the tremendous potential that is available through philanthropic investment.

Likewise, this moment is a unique opportunity for Kitsap Community Foundation to fully realize our broader mission as a catalyst, convener and community grant maker able to address our community’s greatest challenges.

To create your will for FREE, please visit Freewill.com/kitsapfoundation. As always, please don’t hesitate to reach out for additional information.

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GRANTMAKING

Grants & Distributions

Our donor advised funds, designated funds and nonprofit agency funds (endowed and non-endowed) benefited our community and beyond, through the following nonprofits.

Academy Chamber Orchestra Action International Admiral Theatre Foundation Agros International Alzheimer's Association American Association for the Advancement of Science American Cancer Society Inc American Center for Law and Justice Inc American Diabetes Association American Heart Association, Inc. American Red Cross serving Kitsap and Olympic Peninsulas American Society for the Prevention of Cruelty to Animals dba ASPCA Amnesty International USA, Inc. Archdiocese of Seattle Assistance Dogs Northwest Bainbridge Island Child Care Centers Bainbridge Youth Services Barnacles & Bees Bellarmine Preparatory School Benedictine Mission House Boy Scouts of America - Chief Seattle Council Boys & Girls Clubs of South Puget Sound Bremerton Backpack Brigade Bremerton Community Theatre Bremerton Foodline Bremerton Historic Ship Association Bremerton Olympic Peninsula Council Navy League of the United States Bremerton Rotary Foundation Bremerton School District Bremerton WestSound Symphony Cascade Public Schools Catholic Community Services/Benedict House Catholic Social Services of Southern Nebraska Celebration of Philanthropy Center for Children & Youth Justice Central Kitsap Food Backpacks 4 Kids Central Kitsap Food Bank Central Kitsap School District Chapel Hill Christ the Rock Community Church Community Endowment Congregation Beth Hatikvah Crown Financial Ministries Crownhill Elementary School Cultural Arts Foundation Northwest Direct Relief Disabled American Veterans Bremerton Chapter 5 Dispute Resolution Center of Kitsap County Docluvthekids Early Life Speech & Language East Bremerton Rotary Foundation Empowering Youth Mentor Program Executive Service Corps of Southern California Family Law CASA of King County Family Life Today Fidelco Guide Dog Foundation Inc First Step Family Support Center Fishline Food Bank and Comprehensive Services

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2022-2023 IMPACT REPORT

Foster Parent Alliance of Washington State Foundation for Homeless & Poverty Management Fred Hutchinson Cancer Research Center Friends of the Manchester Library Gateway Fellowship Church & Schools Getting Out By Going In Girls on the Run of WestSound GO on the Mission Gods Broken Home University Great Peninsula Conservancy Habitat for Humanity of Kitsap County Habitat for Humanity of Metro Louisville Harbor WildWatch Helpline House Heuser Hearing & Language Academy, Inc Holly Ridge Center Honorable Order of Kentucky Colonels, Inc. House of Hope Illahee Forest Preserve Illahee Preserve's The Lost Continent Interlochen Center for the Arts International Campaign for Tibet International Rescue Committee, Inc. IslandWood Jewel Box Theatre John & Patricia Hines Tracy Discretionary Fund KCF Annual Grant Fund KCF Operations KCTS Television Kids in Concert Kingston Cares Kingston Christian Church Kitsap Alliance FC Kitsap Audubon Society Kitsap Cancer Services Kitsap Community Resources Kitsap County Historical Society Kitsap County Parks Kitsap County Sheriff's Benevolent Foundation (KCSBF) Kitsap County Toys for Tots Kitsap Environmental Coalition Kitsap Homes of Compassion Kitsap Humane Society Kitsap Immigrant Assistance Center Kitsap Mental Health Services Kitsap Philharmonic Kitsap Poggie Club Kitsap Public Health District Kitsap Racial Equity & Empowerment Fund (KREEF) Kitsap Regional Library Foundation Kitsap Rescue Mission Kitsap Strong Fund Kitsap Sun Bellringer Fund KNKX KUOW Public Radio Kuow-Puget Sound Public Radio Leadership Kitsap Foundation Lighthouse Christian School Love Me for Me Lutheran Community Services Northwest

Maasai Women's Education & Empowerment Program Make a Wish Washington Manchester Elementary School Martha & Mary Mary Bridge Children's Foundation MD Anderson Cancer Center Meals on Wheels Kitsap Metro United Way Inc Mid Puget Sound Fisheries Enhancement Group Mission House Ministry Moms for America Inc Multiple Myeloma Research Foundation, Inc. NAACP Bremerton Unit 1134 National Multiple Sclerosis Society Greater Northwest Chapter Nature Conservancy, Inc. Navy Supply Corps Foundation, Inc. Navy-Marine Corps Relief Society New Day Ministry New Life Community Development Agency North Kitsap School District #400 North Mason Food Bank North Thurston High School Booster Club Northwest Harvest Olive Crest Olympic College Foundation One Heart Wild Operating Endowment Operation Smile, Inc. Our G.E.M.S. (Our Girls Empowered Through Mentoring & Service) Our Lady Star of the Sea Our Lady Star of the Sea School Pacific Education Institute Partnering For Youth Achievement (PYA) PAWS of Bremerton Peninsula Community Health Services Plan International USA Planned Parenthood Federation of America, Inc. Port Gamble S'Klallam Foundation & Heronswood Port Orchard Kiwanis Scholarship Trust Port Orchard Rotary Foundation Poulsbo Community Orchestra Poulsbo-North Kitsap Rotary Foundation Pregnancy Resource Services Project Ethiopia Puget Sound Naval Museum Foundation Red Cloud Indian School Ronald McDonald House Charities of Western Washington & Alaska Saint Cecilia Catholic School Salish Sea Expeditions Salvation Army Save the Children Federation, Inc. Schuyler Enrichment Foundation Seabeck Conference Center Seattle Symphony Orchestra Inc SEE International Senior Services for South Sound Sequim Food Bank ShareNet Food Bank

Shirley Hecker Memorial Scholarship Shriner's Hospital Sierra Club Foundation Silverdale Lutheran Church Smoketown Family Wellness Center Society Of St. Vincent de Paul, St. Gabriel Conference Soroptimist International of Port Orchard South Kitsap Helpline South Kitsap Rotary Club South Kitsap School District South Kitsap Western Little League St. Gabriel Parish St. Joseph's Indian School St. Jude Children's Research Hospital St. Jude's Ranch for Children St. Labre Indian School St. Michael Medical Center Foundation St. Vincent de Paul Conference of Our Lady Star of the Sea St. Vincent de Paul at St. Olaf's Suquamish Foundation Swedish Medical Center Foundation The Coffee Oasis The Garden Conservancy The Island School The Louisville Orchestra, Inc. The Salvation Army USA Southern Territory Tracy Endowed Fishline Fund Tracy Endowed Scholarship Fund United Way of Kitsap County University of Nebraska Foundation University of Washington Botanic Gardens Up From Slavery Initiative Village Green Foundation Voices of Pacific Island Nations formerly Fetu Ta'iala Project Volunteer Hospice of Clallam County Walla Walla Public Schools Foundation West Sound Treatment Center West Sound Wildlife Shelter WGCKP Annual Membership Donations Wheelchairs for Nigeria William K. Kohrs Memorial Library Womens University Club of Seattle Foundation World Relief Seattle World Vision, Inc. YMCA of Pierce & Kitsap Counties YouthBuild Louisville YWCA Kitsap County Zeno

2022-23 Community Grantmaking HIGHLIGHTS

Thanks to the past and present contributions of our donors, primarily through their Donor Advised Funds (DAFs) and endowments, we distributed more than $2 million in grants to benefit our community this year. (This granting does not include pass thru funds from the Kitsap Great Give.)

TOTAL GRANTS MADE IN 2022-23

406

SCHOLARSHIP RECIPIENTS

35

TOTAL AWARDED OF GRANTS & SCHOLARSHIPS

$2.2 million

TOTAL GRANTMAKING FUNDS UNDER STEWARDSHIP

140

TOTAL GRANTS AWARDED SINCE 1993

$33 million

KITSAP COMMUNIT Y FOUNDATION

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GRANTMAKING

Funds under Stewardship

Kitsap Community Foundation partners with donors and other nonprofit organizations to steward donated charitable assets designated for community benefit. To date, KCF stewards 140 funds, including a general community endowment fund, nonprofit agency funds, and funds donated by individuals. To each of our fund advisors, thank you. We appreciate the trust you have placed in Kitsap Community Foundation and are honored to serve as the steward for your generous charitable giving both locally, and beyond.

Donor Advised

'70 Degrees & Sunny' Jeff Phillips Family Fund Ann & Ted Striebel Endowment Fund Asche Family Fund AY Petter Family Advised Fund Bernstein Family Foundation Bill & Cheryl Benson Foundation Bob & Patty Murphy Family Foundation Bob & Peggy Aronson Foundation Bonnie A. Michal Charitable Fund Braun Family Foundation Brenda Prowse Endowment Fund Bunker & Sandy Hill Family Fund Choi Sooter Family Foundation Cohn Family Charitable Fund Cynthia Ann Garfein Living Trust Charitable Fund De Bruyn Foundation EHL Endowment Fund Ellingsen Memorial Sports Fund Frank Leach Fund G. Elizabeth & Don Drury Endowment Fund Ghiselin Foundation Glenn & June Jarstad Family Advised Fund Jeff & Claire Swan Community Fund Jonny Haywood Memorial Foundation Kilbane Endowment Fund King Family Foundation Kitsap Youth Mentoring Endowment Fund Lucky 13 Fund Martin Family Foundation McCullough Foundation Pat & Karen Family Fund Patricia R. Christensen Charitable Fund Restorative Justice Foundation Richard Ostrander Foundation for Youth Sports Ruth & John Ackenhusen Charitable Fund Sandra Hill Charitable Fund Sears & Buxton Pass-Through Fund Sparky's Fund Susan Wiggs Foundation The Clarke Family Foundation The Poggi Family Endowment Fund Tracy Family Foundation (3) Watson Family Fund Watson Family Youth Fund

Designated

Bremerton Symphony Association Fund Dispute Resolution Center of Kitsap County Endowment Evans-Keith Designated Fund Friends of Pacific Northwest Horticultural Conservancy Healthy Start Kitsap Katie Hill Designated Fund

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2022-2023 IMPACT REPORT

Kitsap County Association of Realtors Foundation Kitsap County Noxious Weed Control Board Foundation Kitsap County Sheriff's Benevolent Foundation Kitsap Historical Society Endowment Fund Kitsap Small Business Reponse Fund Kitsap Strong Kitsap Sun Journalism Fund Leadership Kitsap Endowment Fund M. A. Striebel Foundation Montgomery Endowment Our Forest Fund Poulsbo Rotary Play for All Pope Resources Heritage Park Ralph & Dorothea Lintz Charitable Fund Tracy Family Fishline Fund

Area of Interest

Conscious Leadership Foundation KCF Youth Fund Kitsap Environmental Stewardship Fund Westgate Fire & Emergency Medical Services Grant Fund Women's Giving Circle of the Kitsap Peninsula Fund

Grant & Administrative

Brian Montgomery Endowment Fund Community Endowment KCF Operating Endowment Kitsap Racial Equity & Empowerment Fund Sound Institute of Children & Family Services Fund Stanley G. Williams Cultural Activities Fund Unity in the Community Kitsap's Covid-19 Response Fund

Scholarships

Alan & Ellen Newberg Scholarships Bill & Sandra Walgren Scholarship Bremerton High School Pay it Forward Scholarship Brooks Penny Scholarship Fund Charles & Dorothy Martell Family Music Scholarship Danford & Frances Moore Scholarship Fund Fred & Marvel Hill Scholarship Fund Judge Chavelle Foundation Fund Kitsap Alliance FC Scholarship Kitsap Children's Musical Theatre Scholarship Fund Kitsap Foster Care Recipients Scholarship Marcia Hunter Van Court Music Scholarship Maria Mercedes Mackovjak Memorial Artist Scholarship Marie A. Barker Teaching Scholarship Fund Nicole (Lyle) Tranilla Memorial Scholarship

Orchard Foods Scholarship Rosemary Goodhue Scholarship RD Sanders Scholarship Shirley Hecker Memorial Scholarship Spencer Tarver Scholarship Fund Tracy Family Scholarship Fund West Sound Advanced Practice Scholarship Will Huck Memorial Scholarship

Agency

Congregation Beth Hatikvah Fund William Anderson Endowment Fund Cultural Arts Foundation Northwest GPC Clear Creek Trail Reserve Fund Holly Ridge Center Endowment Fund Kitsap Audubon Society - Ann Sleight Memorial Fund Kitsap County Parks Foundation Kitsap Regional Library Foundation Endowment Phil Grey - Port Orchard Rotary Memorial Endowment Fund Port Orchard Rotary - Jim Hall Memorial Endowment Port Orchard Rotary Endowment Fund United Way of Kitsap County Endowment Fund The Island School Designated Endowment Fund

Fiscal Sponsorships & Pass-Through

Bremerton Symphony Pass-Through F.A.R.M Days Association Fishline Pass-Through Friends of Port Gamble Forest Glenn & June Jarstad Family Advised Pass-Through Fund Kitsap School Lunch Fund Kitsap Sun Bellringer Fund Life on the Edge 2.0 Martha & Mary Pass-Through Fund Music Discovery Center Poulsbo Splash Pad Project Connect Salish Recovery Coalition Sharenet Pass-Through Silverwood School Fund Startup Kitsap The Clean Project The Lost Continent West Sound Cycling Club Pump Track

KITSAP COMMUNIT Y FOUNDATION

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FINANCIAL OVERVIEW

Behind the Numbers

Beyond the abstraction of these numbers are hundreds of people who love and serve our community: donors and volunteers, parents and singles, young families and generational supporters, nonprofit champions and staff members. All who create and enliven our Kitsap community daily. We are grateful for each and every person serving as a catalyst for the greater good.

$12,726,631

$12,990,871

$16,018,522

$13,358,202

$12,492,581

$12,063,076

2023

2022

2021

2020

2019

2018

COMMUNITY CHARITABLE WEALTH (TOTAL ASSETS) UNDER STEWARDSHIP

$3,020,460

$3,869,193

$3,494,589

$4,246,749

$2,230,106

$2,577,122

$81,691

$80,692

$72,809

$57,463

$57,834

$39,908

The Foundation’s assets include both permanent endowments and temporarily-restricted assets (i.e., charitable gifts) committed by donors for community benefit. Total assets at year end (Sept. 30), reflect the net valuation of new charitable donations, grant distributions, and investment performance. Note: In 2023, assets related to Kitsap Strong (approximately $1 million) were transitioned to a separate 501(c)3 charitable organization.

2023

2022

2021

2020

2019

2018

2023

2022

2021

2020

2019

2018

TOTAL GRANTS & KITSAP GREAT GIVE

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2022-2023 IMPACT REPORT

TOTAL SCHOLARSHIPS

OPERATING INCOME & EXPENSES Due to the complexity of our financials representing 140 different funds, we have segmented income and expenses related to our operations for the fiscal year ending September 30, 2023. This will provide you a snapshot of our current, limited operational capacity and the need for additional support to launch the Your Cause Is Our Cause initiative, described on page 14 of this Impact Report.

Income

Expense

Donations & Grants

$398,289

Personnel

$372,425

Community Investment Fees

$147,282

Business Expenses

$73,578

Fundraising Appeal

$124,090

Development

$38,478

Return to Reserves

$1,451

Information Technology

$24,369

Other Income

$5,303

Contracted Services

$103,597

$676,415

Occupancy Expenses

$63,968

Total

Total

$676,415

The Foundation was established to work in partnership with donors to strengthen communities in Kitsap County and surrounding areas. Its vision is a community with a vibrant culture of philanthropy that maximizes the work of thriving nonprofits. Because the Foundation expects to operate in perpetuity, wise stewardship of the funds entrusted to it, is essential to the Foundation’s mission.

The Foundation manages its endowed and operational assets, as well as custodial funds, according to guidelines established by the Board of Directors. Investment policy is set forth so that the Board, the Investment Committee, and any investment consultant or investment manager can clearly understand the nature, purpose, and goals of the Foundation. This policy is provided to the Foundation’s investment managers to provide direction for the management of the total portfolio.

The Investment policy sets long and short-term performance goals to provide adequate returns to offset inflation, expected administrative and investment management fees, as well as allow for reasonable regular distributions to fund the mission of the Foundation and to provide stewardship of all funds under management.

The entire Foundation investment policy can be viewed on the Kitsap Community Foundation website at KitsapFoundation.org/financials.

KITSAP COMMUNIT Y FOUNDATION

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KITSAP COMMUNITY FOUNDATION PO BOX 3670 SILVERDALE, WA 98383

Our 2024 Team OUR BOARD MEMBERS Bill Benson Harriette Bryant Naveen Chaudhary Rick Darrow David B. DeBruyn Walter Draper, IV Margee Duncan Becky Johnson

Suzanne Keel-Eckmann Kevin Mitchell Patty Murphy David Nelson Ashley Oaksmith Aljolynn Sperber Thomas Zwolfer

OUR STAFF

OUR SUPPORT TEAM

Tina O'Brien Chief Executive Officer

Stephanie George Philanthropic Advisor

Melissa Luatua Program Associate, Grants & Special Initiatives

Nora Mitchell Finance

Yvonne Rivera Accounting Manager

Gretchen Ritter-Lopatowski Creative & Marketing

Lillian Xie Donor Services Coordinator

KITSAPFOUNDATION.ORG VISIT US AT 9657 LEVIN RD, SUITE 220 SILVERDALE, WA 98383 CALL US (360) 698-3622 EMAIL US INFO@KITSAPFOUNDATION.ORG FOLLOW US Facebook.com/ KitsapCommunityFoundation Instagram.com/ KitsapCommunityFoundation

Linkedin.com/company/ kitsap-community-foundation