Reporting

Transparency Is Our Policy

Our history is built on fiscal responsibility. Take a look at our annual performance, investment approach, financial statements—and more.

At FCFP, we devote ourselves to careful stewardship of donor gifts. We verify and publish our numbers—from investments to spending and grantmaking—because your trust deserves openness.

Working with our board and our investment partner, SEI Investments, we take a long-term approach to investments and spending to ensure your contribution has an ongoing impact.

Audits & Reports

Independent Auditor’s Report

View the statement from our most recent audit.

View the Audit

Yearly Tax Return (Form 990)

View our most recent tax return here.

See Our Tax Return

Investment Report

Prepared by our investment partner, this report outlines how our investments performed in the recent quarter. It also explains overall market forces during that time.

See Investment Performance

Investment & Spending Policies

Read the detailed policies that govern our strategies for investing and spending.

Read Our Policies

Hi, I’m Erin! Questions about our reporting? I can help!

Erin Ruhl
Director of Community Engagement
ErinR@fcfpartnership.org
570.321.1500

illustration of community members helping and mentoring each other

You might be curious: What is the annual payout for our permanent funds?

Every year, we allocate 5% of the average market value of our permanent funds (calculated based on a 20-quarter average). This payout funds grantmaking and covers administrative needs.

Want to learn more? Reach out to our finance team!