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What's in a Grantmaker Record? The content of entries varies depending on the size and nature of the funding programs and the availability of information from foundations, direct corporate giving programs, and public charities. 
Grantmaker records include the funder's name and address, and may list a telephone/fax
number, the name and title of a contact person, and the URL for the grantmaker's Web site.
The principal contributor(s)
to the foundation is listed beside Donor(s). The grantmaker type
(independent foundation, company-sponsored foundation, etc.)
is included here as well, and the background
data indicates the year and state in which the foundation was established.
The purpose and activities statement reflects funding interests expressed directly by the foundation, or is based on an analysis of the actual grants awarded by the funder during the most recent two-year period for which public records exist. If you find that a statement of purpose is rather broad, the Fields of Interest section can be more helpful in determining more specific areas of interest. Types of Support can help you determine whether a funder will award grants for capital campaigns, fellowships, general operating support, etc. The profile also includes any stated limitations on the foundation's giving program, including geographic preferences, restrictions by subject focus or type of recipient, or specific types of support the foundation cannot provide. Application information includes the preferred form of application, deadlines, and dates of board meetings. The grantmaker record specifies the year-end date of the foundation's accounting period for which financial data is supplied. Assets, reported at market value (M) or ledger value (L), refers to the total value of the foundation's investments at the end of the accounting period. Note: Some grantmakers act as "pass-throughs" for annual corporate or individual gifts, and report $0 assets. Expenditures refers to the total disbursements of the funder (overhead, salaries, rent, etc.), and qualifying distributions includes all grants paid, qualifying administrative expenses, and set-asides for the fiscal period. The EIN (Employer Identification Number), assigned by the Internal Revenue Service, can be extremely helpful when searching for the foundation tax return (990-PF). Clicking the "Most Recent IRS 990-PF Filings" link will enable you to view the most current tax return the foundation has filed with the Internal Revenue Service. For those foundations with an annual giving program of at least $50,000, a selected grants list may be included in the record, offering a quick snapshot of some recent awards chosen by Center staff as being representative of the foundation's giving.    |