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Foundation Forms, Policies & Reports

Forms

Check Deposit Form

Data Request Form

Disclosure Form for Conflict of Interest

Gift-In-Kind Donation Form

Gift Transmittal Form

Letter of Determination

New Fund Form

Request for Check or Purchase Order (xls)

Tax Exemption Certificate

Scholarship Criteria Form

W-9 Request for taxpayer Identification Number and Certification

 

Policies

Conflict of Interest Policy

Disbursement Policy

Gift Acceptance Policy

AFP Code of Ethics

Donor Bill of Rights

 

 

 

Reports

Audit Reports

Note: Up to seven years of audit reports will be available on the website. Individual departments are responsible for saving/storing documents off the website. Please contact the Foundation if previous years are needed.

 

2023 Foundation Audit Report

2022 Foundation Audit Report

2021 Foundation Audit Report

2020 Foundation Audit Report

2019 Foundation Audit Report

2018 Foundation Audit Report

2017 Foundation Audit Report

990 Forms

Note: Up to seven years of forms will be available on the website. Individual departments are responsible for saving/storing documents off the website. Please contact the Foundation if previous years are needed.

 

2022 Foundation 990 Form

2021 Foundation 990 Form

2020 Foundation 990 Form

2019 Foundation 990 Form

2018 Foundation 990 Form

2017 Foundation 990 Form

2016 Foundation 990 Form

Community Reports

President's Report

The President's Report goes beyond the numbers to focus on overarching local and national opportunities and how Palm Beach State is meeting them.

(Newest to Oldest)

 

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