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Showing: 21 - 27 of 27 results

Expenditure Responsibility: Step by Step

https://cof.org/content/expenditure-responsibility-step-step
A Chapter in Mastering Foundation Law: The Council on Foundations Compendium of Legal Resources Expenditure responsibility is the federally mandated procedure that a private foundation—and some public charities—must follow for any grant made to an organization that is not a public charity.…

Survey Results: The Operation of Women’s Funds at Community Foundations

https://cof.org/content/survey-results-operation-womens-funds-community-foundations
After a request by a CF Insights member seeking information about the operation of Women's Funds at community foundation, a survey was created and administered to a subset of potential respondents. This short, eight-question survey collected some high-level information about fees pricing, revenue…

Component Funds: The Absence of Material Restrictions

https://cof.org/content/component-funds-absence-material-restrictions
This document outlines the basics of component funds, field of interest funds, donor-advised funds, and restrictions around these funds.

Creating an Inactive Funds Policy

https://cof.org/content/creating-inactive-funds-policy
Imagine the following scenarios: A donor advisor has not made a recommendation from a donor advised fund for two years. An agency has requested that your community foundation not make a distribution from an agency endowment until the agency requests a distribution at some point in the…

Equivalency Determination or Expenditure Responsibility

https://cof.org/content/equivalency-determination-or-expenditure-responsibility
Private foundations wishing to make a cross-border grant must ensure that: The grant is clearly for a charitable purpose, and The grant counts as a qualifying distribution for the purpose of meeting the foundation’s annual distribution requirement. The easiest way for a private…

Permissible Exempt Purposes Under 501(c)(3)

https://cof.org/page/permissible-exempt-purposes-under-501c3
This page outlines the range of purposes that qualify an organization for tax exemption under section 501(c)(3) of the Internal Revenue Code. It explains how the IRS and courts interpret key terms — especially "charitable" — and how those interpretations shape eligibility. Permissible Exempt…

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