Financials and Governance

​​​​​​​​​​​​​​Financial Information

We have posted here our IRS Form 990-PF and Audited Financial Statements. Generally, the most recent Form 990-PF is posted in November and Audited Financial Statements in June.

Governance

Wallace is ​one of the co-signers of the Principles for Good Governance and Ethical Practice, 33 principles of sound practice for nonprofits and foundations related to compliance, disclosure and effective governance. The principles were developed in 2007 by the Panel on the Nonprofit Sector, a convening of leaders by the Independent Sector. They were updated in 2014 by an advisory group of 21 sector leaders (including Wallace Foundation President Will Miller) to account for changes in society, technology and law that had occurred since the original release.

• Bylaws & Committee Charters
• Bylaws of the Foundation
• Audit Committee charter
• Governance and Compensation Committee charter
• Investment Committee charter


• Financial Policies
• Spending Policy
• Investment Policy


• Other Policies:
• Code of Ethics for Staff
• Code of Ethics for the Board of Directors
• Whistleblower Policy for Staff, Independent Contractors and Volunteers​
• Whistleblower Policy for Board Members
• Equal Employment Opportunity and Prevention of Discriminatory Harassment
• Sexual Harassment Prevention Policy
• Complaint Form for Reporting Sexual Harassment

• Working Together at Wallace: A Guide for Staff
• ​Diversity: Year in Review Report​