Transparency

We take seriously our responsibility to be a good steward of charitable resources.  Our most recent audits and tax returns are publicly available for your review.

AUDITED FINANCIAL STATEMENTS

2016 – 2017 Audited Financial Statements

IRS FORMS 990

2016 IRS Form 990

2017 IRS Form 990

Sustainability

As a community foundation, our purpose is to make a long-term impact on our community.  Unlike commercial donor advised fund sponsors, we are continually assessing community needs, developing grant programs for local non-profits, and raising the dollars needed to meet needs both in good times and in bad.  This is in addition to providing all of the services specifically associated with your fund.  Your choice of Cobb Community Foundation for your charitable fund supports our work in the community.

FUND FEE SCHEDULES

Our fees are a function of the value of the assets held and the services provided.  Those fund types which are more time intensive have a higher fee than those which are less time intensive.  Likewise, because the services desired for certain fund types vary, we have created different service levels to accommodate varying needs.

CCF Agency and Designated Fund Fee Schedule

CCF Donor Advised Fund Fee Schedule

CCF Scholarship, FOI and Unrestricted Fund Fee Schedule

CCF Scholarship, FOI and Unrestricted Fund Service Levels

 

Growth

We offer four different fund investment options, all of which utilize exchange traded funds (“ETFs”) to ensure diversified, market performance at a low cost.  Fidelity Investments serves as custodian of our assets.  Fundholders whose funds exceed $250,000 in size have the option of requesting a specific investment manager.

FUND INVESTMENT OPTIONS

Fund Investment Options

 

 

Support your community.  Establish a fund at Cobb Community Foundation, and let us connect you with the causes you care about most.