Financial Information

The Community Foundation of Greater South Wood County is pleased to provide you
with useful financial information.  In 2008, we changed our fiscal year to
January 1 through December 31. 
You may click on the appropriate link below to view our: 
information on Guidestar; 2005 Statement of Financial Position & Grants Distributed;
Investment Policy & Guidelines; Investment Returns; and Investment & Administrative Fees.




Click here to visit GuideStar
GuideStar provides information on nonprofits, including mission and financial information.

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Grants Distributed & Statement of Financial Position
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Investment Policy & Guidelines

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Investment Returns
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Current 990
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Investment & Administrative Fees

In addition, the following information is available upon request:

  • Audited Financial Statement
  • Federal Certificate of Tax Exemption
  • State of WI Certificate of Tax Exemption

Please contact Dawn Neuman or Kelly Lucas with any questions or requests pertaining to the Foundation's financials.




Please Note:
The documents provided on this page are Adobe Acrobat files. If you do not have this software installed on your computer, you can download a free Acrobat Reader from the Adobe Web site.

Financial Information