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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Site visits can help with grantmaking decisions, observe the progress of a grant during the grant period, or evaluate results at the end of the grant.
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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.