A Guide to Your Quarterly Fund Statement

Statements provide an overview of the past quarter’s activity

Quarterly fund statements are available approximately six weeks after the end of every quarter, around May 15, Aug. 15, Nov. 15 and Feb. 15.

This information is available to the fund’s primary contact and others upon request.

An image of a quarterly fund statement

Getting started
Explaining columns on the fund statement

RECEIPTS AND INVESTMENT ACTIVITY
Fund statement example

EXPENSES

Fund statement example

Questions?

For additional assistance, contact your donor engagement officer or email support@nccommunityfoundation.org.