The Scholarship Fund of Concord and Carlisle is committed to strong financial management, governance and controls. The Scholarship Fund currently has an endowment of over $3.5M and annually disperses over $200K of scholarships. The financial management highlights include the following:
An investment committee who monitors the performance of the independent investment advisors retained by The Scholarship Fund and gives regular updates and recommendations to the board on endowment investment matters.
Annual IRS 990 filing:
990 filings for 2013 through the present may accessed on GuideStar.
990 filing for 2010-2012 were included as part of Scholarship America's group filings.
990 filings for the years 1998-2009 may be accessed on GuideStar.
The Scholarship Fund accounts are audited annually. Audited financials and commentary are available here.
The Scholarship Fund Board of Trustees maintains a policy of full disclosure of our financial condition and all of the organization's financial operations. Inquiries are encouraged and may be sent to firstname.lastname@example.org or by sending a letter to the address below.