The UMCP Foundation makes available financial and investment reporting for the previous five fiscal years. These reports are provided below as linked PDF files. If you need assistance with viewing these files or need to request them in an alternate format, please contact Gena Ashline at firstname.lastname@example.org.
These reports are provided by the UMCP Foundation’s external auditor upon its annual review of consolidated financial statements. The board’s Budget, Audit and Investment Committee recommends their approval by the Executive Committee and full Board of Trustees each year.
IRS Form 990
Submitted annually to the U.S. Internal Revenue Service, these are a public reporting of financial information that allows the UMCP Foundation to maintain its tax-exempt status. The board’s Budget, Audit and Investment Committee recommends their approval by the Executive Committee and full Board of Trustees each year.
These reports are delivered annually to donors who have established endowed funds within the UMCP Foundation. They provide a review of the endowment portfolio and performance as well as stories of impact and FAQs for donors.