Financial Information

The Lake Area Foundation consistently meets rigorous, objective standards for operational and asset quality, integrity and accountability. Our Lake Area Foundation (LAF) Investment Fund provides investment options consistent with our long-term philosophy and perspective. Our investment strategy is guided by a comprehensive investment policy developed by the finance staff and its investment consultants.  The policy is approved by the Foundation’s Finance Committee and the full Lake Area Foundation Board.

Financial Fund Statements Are Available Upon Request

Tax return information via Form 990 is a matter of public record. The Lake Area Foundation will make IRS Form 990 filings, Financial Fund Statements, and Annual Audits available upon request at the Lake Area Foundation office located at 2384 Lakeway Drive, Russell Springs, Kentucky.