Annual Reports, Financial Statements, & Policies

CFSC planning meeting

Annual Reports and Audited Financial Statements

Visit the website of our most recent Annual Accountability Report.

Download Annual Reports and Audited Financial Statements (PDF) from the last five years:

2017-2018 Annual Accountability Report
2017-2018 Audited Financial Statements

2016-2017 Annual Accountability Report
2016-2017 Audited Financial Statements

2015-2016 Annual Accountability Report
2015-2016 Audited Financial Statements

2014-2015 Annual Report
2014-2015 Audited Financial Statements

2013-2014 Annual Report
2013-2014 Audited Financial Statements

Policies

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.