Independent Foundation
Common grant report form developed to facilitate the reporting process for grantmakers and grantseekers.
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The Accountability Self-Assessment Tool is a comprehensive and flexible resource that private foundations (family, independent or corporate) can use to help ensure that they are complying with all relevant federal laws and regulations
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A guide provided by the IRS outlining the law and its restrictions, detail reporting requirements, IRS forms that must be filed, and a summary of record keeping obligations for private foundations.
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This webpage includes three publications "Ten Ways for Philanthropists to Consider Diversity and Inclusion," for family, community and independent foundations, along with "Leadership Insights," a video series.
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It is important to respond to grantseekers. They want to know if their proposals have been received, are going to be considered by the board and the timeline for a decision. To save time and streamline communications, many foundations are using form letters that can be personalized.
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This sample document includes detailed discussion and information, discretionary grant request form and a sample grant acknowledgement.
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This document includes a sample grant tracking spreadsheet.
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Designed for tax preparers of the 990-PF foundation tax preparer, this document focuses on the clear and accurate completion of that form, with tips to avoid common mistakes and potentially misleading entries.
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This is the tenth survey of health foundations and includes basic information regarding the year of transaction, geographic location, assets, tax status, and focus of grantmaking.
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This report looks at the composition and function of boards of directors in foundations formed from health care conversions, as well as how the foundations manage the investment of their assets.