Accountability Self-Assessment Tools

Publication date: 
April, 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 and to assess how well they are engaging in generally recommended good practices for being accountable to the public.

Accountability Self-Assessment Questionnaire


Use the Accountability Self-Assessment Questionnaire to assess your foundation for both legal compliance issues and accountability issues. The questionnaire comes in versions for both staffed and unstaffed private foundations:

Self-Assessment Worksheet


The Accountability Self-Assessment Questionnaire is accompanied by an MS Excel spreadsheet to help you tabulate your responses:

Legal Compliance Checklist


If you just want to ensure that your foundation is complying with the law, you can use the Legal Compliance Checklist. (All the legal items in the checklist are also included in the Accountability Self-Assessment Questionnaire). The checklist comes in versions for both staffed and unstaffed private foundations:

Additional Resources

  • Learn more about any of the topics and issues covered in the self-assessment tool.
Resource type: