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Foundation Funds

Home > Guidelines for Use of Foundation Funds



Printable Guide
Printable Guide in PDF format
1.0 Introduction
2.0 Overview of Fund Types and Fund Administration
3.0 Fund Sponsors
4.0 Additions to Funds
4.1   Contributions, Deposits and Other Payments Received
4.2   Fund Account Establishment Procedures
5.0 Disbursements
5.1     General
5.2     Employee vs. Independent Contractor Defined
5.3     Faculty and Staff Awards, Bonuses, etc.
5.4     Employee Gifts
5.5     Employee Retirement Gifts/Events
5.6     Seasonal/Holiday Events
5.7     Employee Fringe Benefit Payments
5.8     Meals and Entertainment Payment to Employees
5.9     Travel for University Employees
5.10   Payments To or For the Benefit of Students
5.11   Equipment/Books/Furnishings Purchases
5.12   Payments for Admission Fees to University-Related Events
5.13   Retired Employees/Volunteers/Adjunct Faculty
5.14   Student Loans
5.15   Payments Processed Through the University To Be Reimbursed
by Foundation Funds
5.16   Payments to Non-Resident Aliens
6.0 Fund Account Financial Reports
6.1   Online Financial Report Instructions
6.2   Simple Trial Balance
6.3   Manager Performance Review
7.0 How to Reach Us and Whom to Contact
8.0 Index




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