Financial Results & Disclosure

Financial Information

As a public charity, the Oshkosh Area Community Foundation adheres to the highest standards to operate in the public view and public interest.

 

Audit Report

We are audited annually by WIPFLI LLP and final audited financial statements are released each fall. Below are reports containing our most recent financial information.

 

Audited Financial Statements

Consolidated Financial Statement
Years Ended June 30, 2016 and 2015

Consolidated Financial Statement
Years ended June 30, 2015 and 2014

Consolidated Financial Statement
Years Ended June 30, 2014 and 2013

Consolidated Financial Statement
Years Ended June 30, 2013 and 2012

 

Oshkosh Area Community Foundation Public Disclosure Policy

The Oshkosh Area Community Foundation will make available for public inspection the last three years of its tax documents, including Internal Revenue Service Forms 990, 990-T (if applicable), and the Community Foundation’s application for tax exemption, IRS Form 1023. If the request for any of these documents is made in person, the requested documents will be provided on the day of the request, if possible. If the request is in writing (including e-mail), copies will be provided within 30 days of the request. The requestor will be charged a reasonable fee for the cost of copying, plus postage. Additionally, some of these documents are available on GuideStar. Please call 920-426-3993 or email [email protected] for more information. For information about fees, click here.

Our most current investment information is available for your review and updated quarterly.  For details, see Investment Performance.