Charles Bacarisse—Vice President for Advancement
Houston Baptist University—Houston, Texas
United States
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Institutionally Related Foundations

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China Sees “Dynamic Growth” in University Foundations
Article A new report by the China Foundation Center reveals a “dynamic momentum of growth” in university foundations in China from 2008 to 2010.

White Paper: Most IRFs Relying on Endowment Management Fees to Fund Operations
Article Management fees on endowed gifts are the most common and significant funding sources for institutionally related foundations, according to survey results outlined in a new CASE white paper.

IRS: 275,000 Organizations Lose Tax-Exempt Status
Article On June 8, the Internal Revenue Service announced that 275,000 tax-exempt organizations have automatically lost their tax-exempt status for failure to file required annual information returns for three consecutive years. The list includes some local alumni association chapters, institutionally related foundations and fraternities and sororities.

Hawaii Law Exempts IRFs, Alumni Associations from Charitable Solicitation Registration Requirements
Article Institutionally related foundations and alumni associations are now exempt from charitable solicitation registration and reporting requirements in Hawaii.

More Foundations Relying on Endowment Management Fee to Fund Operations
Article More institutionally related foundations are using a management fee on endowed funds to fund their operations, according to the results of a CASE survey on foundation funding sources and budget restructuring.

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