Annual Reports, Financial Statements, & Policies

CFSC planning meeting
Annual Report and Audited Financial Statements
Read our most recent Annual Report online.
Download Annual Reports and Audited Financial Statements (PDF) from past years:
Policies
Privacy Policy
Investment Policy
Our investments are 100% extractive industry free. We maintain this policy in keeping with our values and aspirations for a healthy, sustainable, and just world. We are pleased to share that over the years our strict use of ethical investment screens has not in any way hindered the returns we’ve seen. It’s not actually necessary to invest in fossil fuels to meet a fiduciary duty to maximize returns on investments.
If you’re interested in more detailed information about CFSC’s policies please contact us. We have a nearly 200 page policy and procedures manual and are happy to share specifics with anyone who’s interested.