Contents of an annual report

Posted on October 27, 2002 by Vince Stehle

The contents of a family foundation’s annual report are entirely up to the foundations board: no law or regulation requires you to file one. This sidebar provides options for the types of information typically contained in a foundation or charitable fund’s annual report… Read More

Conflict of Interest Policy (Self Foundation)

Posted on October 27, 2002 by Self Family Foundation

The South Carolina-based Self Foundation’s policy on dealing with potential conflicts of interest between board members and grantees. The Foundation encourages board members to play an active role in the community by serving as board members or other-wise being involved with a wide spectrum of nonprofit organizations. … Read More

Expense reimbursement: Considerations and options

Posted on October 28, 2001 by Jason Born

Legally, the IRS views trustee compensation and expense reimbursement in the same light. For both, the key question is whether paying expenses (or compensation) is reasonable and necessary to carrying out the exempt purposes of the foundation. Here are several questions to help you think about whether expense reimbursement is appropriate to your foundation or fund… Read More

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