Private Foundation

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: 02/2012

View the latest family foundations Grantmaker Data collected by the Foundation Center.

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Resource Type: Fact Sheet



Resource
Released: 06/2013

This handbook is for 501(c)(3) nonprofits, both public charities and private foundations, and provides an explanation of simple advocacy tactics that will empower you to take action and further your mission.

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Resource Type: CMF PublicationReport
Topic: AdvocacyLobbying



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: 11/2013

Jointly produced by the Knight Foundation and the Fund for Our Economic Future, the report captures insights from the Fund’s successes and struggles promoting funder collaboration in Northeast Ohio since its inception in 2004. It also provides valuable lessons for foundations, businesses and civic leaders partnering to address economic and societal challenges too large to be solved by any single organization in cities and regions around the country.

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Resource Type: External Link



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: 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: 05/2010

The purpose of this case study is to share with other foundations some of the benefits and lessons learned thus far by the Foellinger Foundation as grantees have implemented an unconventional type of grant.

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Resource Type: Case Study



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