The Community Foundation for the Land of Lincoln takes its fiduciary responsibility to safeguard and grow funding for the greater good very seriously. Our legacy as a philanthropic leader dictates the oversight of a well-reasoned investment philosophy. The Foundation’s board of directors has adopted a detailed set of investment policies and guidelines.
Because we take our philanthropic responsibilities very seriously, our policies and procedures provide terms for public inspection of the following documents:
- annual audit
- Form 990
- Form AG990-IL
- application for exemption as filed with the Internal Revenue Service
- governing documents
- conflict of interest policy
- fees charged (investment and administrative)
- investment policies
- names of its investment managers
- the governing body responsible for investment oversight and investment
- component funds available
- grant distributions made
View Fees for Fund Stewardship.