About Us

Coastal Community Foundation began in 1974 with $9,000 from The Rotary Club of Charleston to serve the tri-county area. Today we manage over $150 million in combined assets held in over 570 individual funds. Thousands of donors are served and charitable organizations supported throughout the eight coastal Carolina counties. Our expertise and responsible management eliminates bias and minimizes risk, leaving donors secure to look forward and give back.

Photo: Coastal Community Foundation Staff

Financials


INVESTMENT POLICY, PERFORMANCE AND PROCESS
Please click here to read about our investment objectives, asset allocation, and average annual returns.

For more detail on investment managers, investment process, and investment fees, please contact Vice President of Finance Brian Hussain.

FINANCIAL DASHBOARD REPORT
  June 30, 2010 June 30, 2011 Sept. 30 2001
Assets $126,274,616 $154,237,940 $134,181,545
   Foundation Funds $81,118,915 $101,409,657 $88,471,831
   Charitable Trusts $1,511,503 $1,776,574 $1,796,572
    Supporting Organizations      
      Frances P. Bunnelle Foundation $34,649,733 $40,255,049 $34,644,458
      Other Supporting Organizations $8,994,465 $10,796,660 $9,268,684
Gifts $9,671,220 $15,315,947 $3,488,255
Grants $11,030,179 $9,897,331 $2,621,954
Operating Expenses as a % of Assets 0.97% 0.86% 1.03%


AUDITORS: Webster Rogers, LLP
The audited financial statements of Coastal Community Foundation are available for download here. Copies of the Form 990 are also available upon request.

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