Accountability Self-Assessment Tool

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.

	Staffed Foundations	Unstaffed Foundations
Accountability Self-Assessment Questionnaire Foundations can use this Questionnaire to assess their foundation for both legal compliance issues and accountability issues.	Accountability Questionnaire (Staffed Foundations)	Accountability Questionnaire (Unstaffed Foundations)
Self-Assessment Worksheet The Accountability Self-Assessment Questionnaire is accompanied by an MS Excel spreadsheet to help foundations tabulate their responses.	Accountability Worksheet (Staffed Foundations)	Accountability Worksheet (Unstaffed Foundations)
Legal Compliance Checklist If a foundation just wants to ensure that it is complying with the law, it can use the Legal Compliance Checklist. (All the legal items in the checklist are also included in the Accountability Self-Assessment Questionnaire).	Legal Compliance Checklist (Staffed Foundations)	Legal Compliance Checklis (Unstaffed Foundations)

Additional Resources

Glossary: A glossary of key words and concepts used in the self-assessment tool.

Accountability Resource List: An extensive resource list to help foundations learn more about any of the topics and issues covered in the tool. The resources in the list are grouped by the same topics and sub-topics used in the self-assessment questionnaire.