Financial Reports

Forms 990

The IRS Form 990, Return of Organization Exempt From Income Tax, is the annual federal information return filed by charitable organizations that are exempt from income tax. The amounts in these statements are presented in accordance with IRS regulations.

Audited Financial Statements

The National Center for Family Philanthropy operates on a January 1–December 31 fiscal year. NCFP’s financial statements are audited annually by a certified public accounting firm. Financial statements include a Statement of Financial Position, Statement of Activities, Statement of Functional Expenses, and Statement of Cash Flows, and should be read in conjunction with the Notes to Financial Statements.

COVID-19: Response and Recovery Resources for Giving Families

This collection features resources from the field, an interactive map of local funds, upcoming COVID-19 webinars, and more.

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Racial Equity, Diversity, and Inclusion

This Content Collection includes a variety of perspectives and tools for addressing REDI issues within your organization, including a collection of customized Checklists, Quizzes, and Self-Assessment Tools for boards and staff.

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Trends in Family Philanthropy: Current Research in the Field

This Content Collection features NCFP's Trends 2020 Study and other current research on the field of family philanthropy.

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Stanford PACS Guide to Effective Philanthropy

The aim for this book is to simplify the components of effective philanthropy. The Guide has two major parts. Part One lays out a series of personal considerations that will help shape your philanthropic strategy. Part Two delves into the tactical practices of philanthropy to help you deploy your resources most effectively.

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Trust-based Philanthropy

Whether you’re a long-time practitioner or are just considering adopting this approach, we hope these resources will help you bring trust-based principles into practice.

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Participatory Grantmaking

This Content Collection features research, case studies, discussion guides, and other articles and blog posts on the practice of Participatory Grantmaking (also sometimes referred to as Community Led Grantmaking).

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Multi-faceted Giving

This content collection was curated to help answer those questions and allow your philanthropic family to better accommodate diverse systems of giving.

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Generations Together: Engaging Youth

This special collection was curated by our Engaging Youth Peer Network. We thank them for their leadership and sharing. Unless otherwise noted, all resources listed are intended to be able to be used directly with kids.

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Expenditure Responsibility

This NCFP Content Collection includes FAQs, rules and sample policies for the process of expenditure responsibility to ensure your grants to "non-charities" are for charitable purposes.

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Policy Central: Sample Policies and Practices

NCFP's Policy Central includes sample policies and practices in the areas of governance, grantmaking, family dynamics, engaging the next generation, investments, management, and staffing. New samples are added frequently, and are here when you need them!

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Foundation Archives

This Content Collection features reports and articles of interest to foundations considering whether to establish archives to preserve their records, knowledge, and histories.

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Strategic Philanthropy

This Content Collection features NCFP research, webinars, and additional resources to use as your foundation or family considers its overall strategy and approach to philanthropy.

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Family Foundation CEO Leadership Series: For NCFP Friends

NCFP's complete series of guides for hiring, orienting, evaluating and navigating challenging changes and transitions in the careers of family foundation CEOs.

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Collections

Curated by our staff to meet your needs

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