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Financials &

Accountability

Forms & Statements

Financial Statement & Audit

IRS Form 990

Note: The Foundation does not have activities that require the IRS Form 990-T to be filed.

IRS Determination Letter

IRS Form 1023

Policies & Disclosures
Investment of Funds

All funds established at the Community Foundation of the Eastern Shore are managed as provided by the Investment Policy Statement approved by the Board of Directors. The Investment Committee oversees the process and selects and monitors investment managers through its consultant, Mason Investment Advisory Services, LLC. We provide a Quarterly Investment Report to all fundholders with their statement.