Financial Information

Investment Summary

The Coastal Georgia Foundation manages a main pooled investment fund comprised of a combination of equity, fixed income, and selected alternative investments designed to mitigate risk while employing a total return approach. The top priority of the Fund is to preserve the principal value of the assets and provide an acceptable level of capital growth to respond to the current and changing charitable needs in Coastal Georgia. The fund is currently managed by SunTrust Foundations and Endowments Specialty Advisors under the guidance of the Finance and Investment Committee of the Board. The Foundation also manages several other separate accounts that remain with the financial advisors of several of our fund holders. Though segregated, each of these funds must also comply with the Foundation's Investment Policy. Click here for a copy.

 

Form 990

2018

2017

2016

2015

Audits

2018 Audited Financial Statement

2017 Audited Financial Statement

2016 Audited Financial Statement

2015 Audited Financial Statement

 


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