This sample grant file index allows you to see the types of information which your foundation may need to keep on each of your grantees.
Operating foundations are private foundations that use the bulk of their income to provide charitable services or to run charitable programs of their own. They make few, if any, grants to outside organizations. To qualify as an operating foundation, specific rules, in addition to the applicable rules for private foundations, must be followed.
Below is everything on our site for private operating foundations. You can use the filtering options on the right to narrow these results.
A program for orienting new trustees is an indispensable step for foundations to maximize the value and benefits of their boards.
This customizable sample expenditure report allows you to track expenditures by grantees.
This sample docket allows you to customize your program goal and strategies.
This resource from Sibyl Hite of the Hite Foundation provides insight into what information you might be looking for when conducting a site visit.
This perspective offered by William Graustein of the William Caspar Graustein Memorial Fund will provide useful context on creating your own foundation's mission and vision statements.