Charities Aid Foundation America

“Form 990, part i, line 1 since 1992, charities aid foundation america (caf) has broken down the barriers to cross-border giving. As both a global and domestic donor advised fund we serve employee giving campaigns, corporations, foundations, families and individuals. We streamline the grantmaking process by eliminating the risk and administrative burden inherent to fully regulatory compliant charitable giving and grantmaking. Through our work, we help u.s. Donors support great causes by assuring compliance with local, state and federal laws while assisting them in making strategic, effective, and tax-advantaged grants both internationally and domestically. Caf america serves as a grantmaking partner for many fortune 500 companies, assisting them to structure international and domestic philanthropic programs, manage employee matching gifts, create and administer charitable grant related rfp programs, and align their grantmaking strategies with the united nations sustainable development goals (sdgs). For high net worth individuals, caf america aims to provide holistic services to philanthropic advisors and serve as an educational resource as they discuss global and domestic impact driven giving with their clients. We maintain a focus on strategically engaging with diaspora donors and encourage their giving. We are committed to serve as a resource for the philanthropic sector, we closely monitor. Everything we do at caf america assists donors in protecting their reputations, removing risk and maintaining strong regulatory compliant philanthropic giving across the globe. Caf america provides education and training regarding best practices and regulatory compliance for both domestic and international grantmaking. To address a growing demand in the market for training and analysis around topics pertaining to international philanthropy, caf america continues to offer the international grantmaking symposium (igs), the premier executive education forum providing in-depth training on the rules and regulations governing cross-border giving. To further support the philanthropic sector, caf america published cross-border giving a legal and practical guide (charitychannel press, 2018), a timely and comprehensive book co-authored by 17 expert authors covering a multitude of topics including ethical grantmaking, the closing space for civil society, equivalency determination & expenditure responsibility, preparing for an audit, and many more. Other program services form 990, part iii, line 4d the other program service accomplishments of note include: southampton row trust limited (srtl), dba caf american donor fund (cadf), a subsidiary of caf america, offers a unique giving solution that allows donors paying both u.s. And uk income taxes to receive recognition for their charitable giving in both countries by donating through a fund at srtl/cadf, charitable gifts qualify for gift aid in the uk, as well as standard tax deductibility in the u.s.. This service also extends to those who pay taxes in the netherlands. This is a uniquely valuable tool for the hundreds of thousands of donors who find themselves with taxable earnings in multiple locations, and streamlines the process of tracking charitable giving. Srtl/cadf staff also offers guidance on how and where to give. Srtl/cadf made grants this fiscal year to 742 charitable organizations around the world. Caf america's subsidiary, southampton row trust limited (srtl), contracts with charities aid foundation (uk) for all day-to-day management activities. All management activities are carried out at the direction of the caf america board of directors and its assigned agents.”

“Form 990, part vi, line 3 caf america's subsidiary, southampton row trust limited (srtl), contracts with charities aid foundation (uk) for all day-to-day management activities. All management activities are carried out at the direction and under the supervision of the srtl board.”

“Form 990, part vi, line 6 caf america has three members. The members hold an annual meeting where the activities of caf america and its board are reviewed. Srtl has one shareholder, caf america. Process for adding members to the governing body form 990, part vi, lines 7a and 7b caf america's members elect directors to the caf america board and also have the authority to ask directors to resign. Srtl/cadf directors may be appointed by the caf america board of directors.”

“Form 990, part vi, line 11b the form 990 is prepared by an independent accounting firm and reviewed by management. Upon review and acceptance by the president & ceo, a final draft of the form 990 is circulated to the caf america board members before filing. Board members are given the opportunity to ask questions, make comments, or recommend changes prior to filing.”

“Form 990, part vi, line 12c members of the board of directors and staff are required annually to sign a new conflict of interest disclosure form and list any potential conflicts of interest. All new staff members and consultants are also asked to sign a disclosure form at the start of employment or consultancy for caf america and annually thereafter. The caf america president & ceo monitors compliance with the policy and reports to the board chair annually.”

“Form 990, part vi, line 15 the caf america board of directors conducts an annual review of the president & ceo's compensation. This includes reviewing compensation surveys for public charities and foundations and comparing ceo compensation in similarly sized organizations, in addition to conducting a performance review. Caf america's subsidiary, southampton row trust limited (a disregarded entity listed on schedule r, part i)have no employees.”

“Form 990, part vi, line 19 caf america annually files its governing documents, independently audited consolidated financial statements and a list of board of trustees with all required states. Caf america's audited financial statements, conflict of interest policy, whistleblower policy, governing documents and irs form 990 are provided upon request and are available to view in the office.”

“Form 990, part xi, line 9 foreign currency loss (3,292,048)”