Financial information

The North Carolina Community Foundation consistently meets rigorous, objective standards for operational and investment quality, integrity and accountability.

NCCF openly provides financial information to the public as a part of our commitment to transparency. Tax return information via Form 990 and 990-T and the current audit report are available to the public. Additional financial information is provided in our 2023 Impact Report and in quarterly fund statements provided to fundholders.

Layers of stewardship

The investment portfolio is overseen by the NCCF Finance Committee, a sub-committee of our statewide Board of Directors. Our investment partners are approved by the Finance Committee. The committee and NCCF staff, with the assistance of our investment advisor, closely monitor our roster of select investment managers for adherence to the Investment Policy Statement, performance expectations and professional and ethical behavior.