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FormEXTENDED TO NOVEMBER 15, 2018990OMB No. 15450047Return of Organization Exempt From Income Tax2017Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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01
Research and identify a permanent endowment fund that aligns with your goals and values.
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Review the eligibility criteria and application process for the fund.
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Gather all required documents and information, such as financial statements and a detailed project proposal.
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Complete the application form accurately and thoroughly.
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Submit the application along with any necessary attachments.
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Follow up with the fund to ensure that your application has been received and is being considered.
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If selected, adhere to any reporting or accountability requirements specified by the fund.
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Monitor the progress and impact of the funded project or initiative.
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Maintain regular communication with the fund and provide updates on the outcomes achieved.
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Follow any guidelines for using the endowment funds responsibly and ensure proper financial management.

Who needs permanent endowment fund for?

01
Nonprofit organizations and charities that require long-term financial stability and support.
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Educational institutions seeking to establish a sustainable source of funding for scholarships, programs, or facilities.
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Community foundations aiming to build a permanent endowment to address local needs.
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Arts and cultural organizations in need of sustained funding for exhibitions, performances, or preservation efforts.
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Environmental and conservation groups working towards preserving natural resources for future generations.
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Social service agencies focused on providing ongoing support to vulnerable populations.
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The permanent endowment fund is established to provide a long-term source of funding for a specific purpose.
Nonprofit organizations and foundations that have established permanent endowment funds are required to file.
The permanent endowment fund form must be completed with information about the fund, contributions, investment strategies, and distributions.
The purpose of the permanent endowment fund is to ensure the financial sustainability of an organization or foundation by creating a lasting source of income.
Information such as contributions to the fund, investment returns, fees, and distributions must be reported on the permanent endowment fund form.
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