Private Foundation

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: 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: 01/2007

The issue of payout percentage has been subject to debate, with various studies taking different positions as to the long-term effect of different rates on the corpus, but the general assumption in foundation circles is still that the 5% payout rate is the number that will enable foundations to maintain their purchasing power into the future. This paper looks at 13 foundations, and examines the ways in which their non-standard structures — whether in the areas of lifespan, payout, or methods — arise from their missions.

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Resource Type: Report



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: 12/2008

Most of foundations’ efforts to contribute ‘beyond the money’ has little beneficial impact on grantees. More than Money: Making a Difference with Assistance Beyond the Grant reveals that only when foundation staff provide assistance beyond the grant in one of two ways do grantees report a substantially more positive experience with their funders. Three exemplary foundations are profiled: Hartford Foundation for Public Giving, Winter Park Health Foundation, and the Wallace Foundation.

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Resource Type: Case StudyReportResearch



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



Resource
Released: 05/2009

The purpose of this report is to share lessons learned from piloting a Racial Justice Grantmaking Assessment developed by the Applied Research Center (ARC) and the Philanthropic Initiative for Racial Equity (PRE) with two different foundations — the Consumer Health Foundation, a private foundation in Washington, DC; and the Barr Foundation, a family foundation in Boston, Massachusetts.

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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: 11/2015

This resource compiles all available session materials from CMF's 43rd Annual Conference.

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Resource Type: Best PracticePresentationReportResearch



Resource
Released: 05/2015

Foundation Source’s 2015 Annual Report on Private Foundations provides a first look into the 2014 investment and grantmaking performance of private foundations with less than $50 million in assets.

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Resource Type: Research



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