Facts

FOUNDED: 1999

ASSETS: $15.8 million*

GRANTS DURING FY 2020: $2.1 million

NUMBER OF ACTIVE FUNDS*: 155

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: 58

OUR RANK IN SIZE IN OKLAHOMA: 11th

*As of June 30, 2020, the end of the 2019-2020 fiscal year

EIN: 73-1575838

 

Financial Information

990’s

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.

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