Financial Information

As a community foundation, the Charlotte Community Foundation is able to leverage individual gifts to create a larger endowment that is invested for long-term growth. We believe that having a strong endowment is the key to supporting causes that matter to our community — not just today, but for decades to come.

Our main priority as stewards of the Charlotte community’s philanthropic dollars is to prudently invest the funds entrusted to us. Our investments are guided by a team of highly qualified and experienced investment counselors, accountants and professional advisors who report to our Board of Directors. They develop and implement investment policies and regularly evaluate performance based on investment goals.

 

2016 Audit

2016 Annual Report

2015 IRS 990

2015 Annual Report

Exemption Determination Letter