Is it self-dealing for our foundation to invest in the same fund as our trustees?

Private foundations occasionally consider making investments in vehicles in which one or more of its disqualified persons (e.g., officers, directors, substantial contributors) also have invested or also are considering an investment.

See this article for considerations when making co-investments with disqualified persons >>

 

Still have questions?

Members can access staff experts through our Q&A service by calling 202-580-6560, or post a question to the member community to hear form peers in the field.

Explore our Q&A archive