Communities of Coastal Georgia

Investment Summary

The Communities of Coastal Georgia Foundation manages a diversified pooled investment fund under the guidance of the Finance/Investment Committee of the board who reviews investment performance quarterly.  Bank of America's Philanthropic Services Division serves as investment advisor, relationship managers and consultants meeting with our committee quarterly. Our investment portfolio was created in the fall of 2007.  By pooling funds held here, CCGF can offer a diversified portfolio and an economy of scale in investment management and fees. A copy of the CCGF Investment Policy is available upon request.

Form 990

2010

2009

2008

Audits

2010 Audited Financial Statement

2009 Audited Finanical Statement

2008 Audited Financial Statement

Further Information regarding the investment managers for The Communities of Coastal Georgia Foundation may be obtained by contacting the Foundation.