Facts & Financials

Facts

FOUNDED: 1999

ASSETS: $22.6 million*

GRANTS DURING FY 2023: $2,053,046

NUMBER OF ACTIVE FUNDS*: 180

OUR SERVICE AREA: Bartlesville, Washington County, Nowata County, Osage County

NUMBER OF COMMUNITY FOUNDATIONS IN THE U.S.: 700+

NUMBER OF COMMUNITY FOUNDATIONS IN OKLAHOMA: 7

OUR RANK IN SIZE IN OKLAHOMA: 4th

*As of December 31, 2023

EIN: 73-1575838

Financial Information – 990’s

FY 2023-2024 – In progress

 

FY 2022-2023

FY 2021-2022

FY 2020-2021

FY 2019-2020

FY 2018-2019

FY 2017-2018

FY 2016-2017

FY 2015-2016

The Bartlesville Community Foundation undergoes a full and external financial audit every year. This audit is currently performed by Bryan, Little, Haley & Kent PC and available for review in the BCF office.

Can’t find what you’re looking for? Give us a call 918-337-2287. We are committed to the highest standards of fiduciary responsibility, stewardship and transparency.

Investments

Arvest Wealth Management has been the Foundation’s investment firm since the Foundation’s initiation. In 2018, AWM was reaffirmed as the BCF’s investment firm following an extensive request for proposals. This review and selection process was done by a committee of knowledgeable and qualified Foundation board members.

Please call us if you are interested in viewing a pooled fund investment report 918-337-2287

Investment Policy Statement

Annual Reports

2022 – 2023 FY Report

2021-2022 FY Report

Fund Related Policies and Guidelines

2024 Giving Deadlines – In progress. Please call the office for details. 

Fiscal Sponsor Policy

Fiscal Sponsor Exit/Re-Entry Application

Donor Initiated Fundraising Policy 

OKCNP Guide to Serving Alcohol at Charitable Events in Oklahoma 

State of Oklahoma Raffle Guidelines – Oklahoma Center for Nonprofits

Need additional information? Please contact our office at 918.337.2287