1. 目的

   To inform users of Foundation accounts of the appropriate uses of Foundation funds.

2. 政策

   Foundation funds are available to support the teaching and research missions of newbb电子平台 through the purchase of equipment or the underwriting of expenses associated with these activities. 另外, Foundation funds may be used to further other legitimate educational and advancement interests. In order to provide for consistency and uniformity in the use of these funds, the following guidelines are provided:

   1. All authorized uses of Foundation funds must first meet basic restrictions imposed by the donor.

   2. All expenditures are expected to be reasonable, to have a direct University business purpose, and to be compatible with and enhance its educational mission.

   The Executive Director or the Treasurer of the Foundation are available for consultation and advice on expenditures of Foundation funds. When appropriate, the Director will consult with the Foundation's Treasurer or with Counsel. The Executive Director's decision on the suitability of an expenditure is final.

3. 程序

   1. Expenses permitted on both Foundation and operating funds

      Foundation funds may be used for any expenditure permitted on University operating funds, with the exception of on-going salaries, wages and benefits for permanent employees (overtime and overload contracts are permissible). 看到政策 41.121，“公务旅行报销”," 政策 41.123，“招待官方客人”," 政策 55.003, "Purchasing Authority: Vendor Selection, 个人购买, 土地及楼宇征收, 利益冲突,和政策 55.074、“购货卡”," for discussion of allowable expenses in the respective categories.

   2. Expenses permitted on Foundation but not on operating funds

      Foundation funds may be used for the following items, which are not generally permitted on operating funds:

      1. Alcoholic beverages used in official University entertainment.

      2. 花:

         1. A hospitalized employee (or similar circumstance)

         2. The funeral of an employee or member of the employee's immediate family (as defined by 政策 40.030, "Sick and Bereavement Leave Program for Classified Employees").

         3. The funeral of a benefactor or an individual who has had a business relationship with newbb电子平台

         4. Decoration of official entertainment and events

         5. 从事专业工作的雇员

         6. 大学以外的人士, 以及他们的家人, who have a philanthropic relationship to the University.

      3. Individual gifts not to exceed $100 to:

         1. 大学以外的人士 who have a business or an advancement relationship to the University in appreciation of their efforts.

         2. 即将毕业的学生.

      4. Travel and entertainment expenses for spouses of University employees who do not have a demonstrated business purpose per IRS regulations (will be reported as compensation to the extent required by law).

      5. Non-alcoholic beverages for employees' daily consumption within the office.

      6. Infrequent departmental social gatherings with families.

      7. Holiday cards to persons or entities external to newbb电子平台 who have a business relationship to newbb电子平台

      8. Scholarships from discretionary accounts.

      9. Athletic tickets used for the entertainment of individuals with a business or a philanthropic relationship to newbb电子平台.

      10. Season tickets to University events for Academic and Executive Officers and their spouses (will be reported as compensation to the extent required by law).

      11. Civic or social club memberships for University employees.

      12. 社区的善意.

      13. Expenditures of a fundraising nature reasonable and necessary to the fulfillment of the Foundation's fundraising goals.

      14. Expenditures of an alumni relations nature reasonable and necessary to foster goodwill among newbb电子平台 alumni.

      15. Expenditures reasonable and necessary to the fulfillment of the duties of the office of the President, and Academic and Executive Officers of the University.

评论家

Proposed revisions of this policy should be reviewed by:

1. 政策 and Procedure Review Committee

2. 法律事务总监

表格、参考资料和历史

1. 形式

   There are no forms that are specific to this policy.

2. 参考文献

   The following items are relevant to this policy:

   1. 政策 40.030, "Sick and Bereavement Leave Program for Classified Employees"

   2. 政策 41.121，“公务旅行报销”."

   3. 政策 41.123，“招待官方客人”."

   4. 政策 55.003, "Purchasing Authority: Vendor Selection, 个人购买, 土地及楼宇征收, 利益冲突."

   5. 政策 55.074、“购货卡”."

3. 历史

   Draft versions of this policy that were circulated for review, 他们的封面备忘录, 他们的形式, and 评论家' comments on them are available on the 有密码保护的评论网站.

   Prior versions of this policy were approved on 二零零三年十二月十九日, and July 1, 1995.