Independent Foundation

Resource
Released: 05/2013

Common grant report form developed to facilitate the reporting process for grantmakers and grantseekers.

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Resource
Released: 04/2007

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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Resource Type: Sample DocumentTemplate



Resource
Released: 11/2010

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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Resource Type: Best PracticeExternal Link



Resource
Released: 11/2013

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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Resource
Released: 12/2013

This sample document includes detailed discussion and information, discretionary grant request form and a sample grant acknowledgement.

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Resource
Released: 10/2004

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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Resource Type: Report



Resource
Released: 06/2009

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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Resource Type: External LinkReport
Funding Area: Health



Resource
Released: 02/2005

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.

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Resource Type: External LinkReport



Resource
Released: 12/2010

This guide is designed to help foundations consider how more diverse and inclusive practices might advance their mission by making their work more effective and more reflective of communities served.

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Resource Type: Best PracticeExternal Link



Resource
Released: 08/2008

A focus on racial equity can increase your effectiveness at every stage of the grant making process. Explores how a racial equity lens can help you scan your field or community, cultivate new leaders, encourage creative approaches, and nourish change inside your own foundation from Grantcraft. This guide was developed in partnership with the Philanthropic Initiative for Racial Equity.

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Resource Type: Best Practice



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