Help > The User Interface: Content of a Grantmaker Profile
The content of a grantmaker Profile varies based on the size and nature of the programs and the availability of information from grantmakers. Specific data elements that could be included in a Profile are:
Grantmaker name, address, and telephone: The full legal name of the grantmaker and the former name if applicable; the street address, city, state, and zip code of the grantmaker's principal office; the telephone number of the grantmaker; any additional address (such as a separate application address) supplied by the grantmaker; additional telephone or FAX numbers may be listed here as well as e-mail addresses and Internet URLs.
Contact: The name and title of the initial contact person at the grantmaker are provided here.
Donor(s): The name(s) of the donor(s) or principal contributor(s) to the grantmaker, including individuals, families, and corporations. If a donor is deceased, the + symbol follows the name.
Type of Grantmaker: Community, company-sponsored, independent, or operating foundations; corporate giving programs; and grantmaking public charities.
Background: The establishment date and original location are included for many grantmakers.
Purpose and activities: This field provides in general terms the purpose and activities of the grantmaker. This statement reflects funding interests as expressed by the grantmaker or, if no grantmaker statement is available, an analysis of the actual grants awarded by the grantmaker during the most recent two-year period for which public records exist. Many grantmakers leave statements of purpose intentionally broad, indicating only the major program areas within which they fund. More specific areas of interest can often be found in the Fields of Interest section of the entry.
Program Area(s): This section describes in detail the major areas of interest to the grantmaker. Each program area is named, either under a broad subject category or a specific name provided by the grantmaker, and represents distinctly identified subject areas of focus that the grantmaker supports on a regular basis.
Fields of interest: The areas of interest reflected in the grantmaker's giving program. The subject terms provide access to the grantmakers through the Fields of Interest Index.
Geographic focus: This section describes grantmaker geographic preferences for giving. "National" and "International" are used to describe a grantmaker's scope of giving. If a grantmaker limits its giving to specific states, they will be listed here.
Types of support: This field lists the types of support (such as endowments, support for building/renovation, equipment, fellowships, etc.) offered by the grantmaker.
Limitations: Listed here are any stated limitations on the grantmaker's giving program, including geographic preferences, restrictions by subject focus or type of recipient, or specific types of support the grantmaker cannot provide. It is noted here if a grantmaker does not accept unsolicited applications.
Publications: Printed materials distributed by the grantmaker that describe its activities and giving program. These can include annual or multi-year reports, newsletters, corporate giving reports, informational brochures, grant lists, etc.
Application information: Includes the preferred form of application, the number of copies of proposals requested, application deadlines, frequency and dates of board meetings, and the general amount of time the grantmaker requires to notify applicants of the board's decision. Some grantmakers have indicated that their funds are currently committed to ongoing projects. It is noted here if a grantmaker contributes only to pre-selected organizations.
Officers and Trustees: Grantmakers use different terms to describe their governing boards, i.e., trustees, directors, managers, members. In each case the terminology preferred by the grantmaker is used. An asterisk following the individual's name indicates an officer who is also a trustee or director.
Number of staff: The number of professional and support staff employed by the grantmaker, and an indication of part-time or full-time status of these employees, as reported by the grantmaker.
Financial data (noted with the year-end date of the grantmaker's accounting period for which financial data is supplied). Includes the following information:
Revenue: The total amount of contributions and support received by the public charity, including investment income, program service revenue, net profits from sale of assets, etc.
Assets: The total value of the foundation's investments at the end of the accounting period.
Asset type: Generally, assets are reported at market value (M) or ledger value (L).
Gifts received: The total amount of new capital received by the foundation in the year of record.
Expenditures: Total disbursements of the foundation, including non-grant expenses.
Total giving: Gifts, contributions, grants paid; total amount for all grants and contributions during the year. This amount generally excludes loans and the costs of foundation-operated programs, but includes all other forms of support such as grants, scholarships, and employee matching gifts.
Qualifying distributions: The total amount of qualifying distributions made by the foundation in the year of record. This figure includes all grants paid, qualifying administrative expenses, loans and program-related investments, set-asides, and amounts paid to acquire assets used directly in carrying out charitable purposes.
Program services expenses: The total amount of program services expenses made by the public charity in the year of record. This figure includes all expenses directly involved in carrying out charitable activities, including total grants paid.
Grants paid: The dollar value and number of grants paid during the year, with the largest grant paid (high) and the smallest grant paid (low). When supplied by the foundation, the average range of grant payments is also indicated.
Set-asides: The total dollar value of set-asides made by the foundation during the year. Although set-asides count as qualifying distributions toward the foundation's annual payout requirement, they are distinct from any amounts listed as grants paid.
Grants to individuals: The total amount and number of grants made directly to or on behalf of individuals, including scholarships, fellowships, awards, and medical payments. When supplied by the foundation, high, low, and average range are also indicated.
Employee matching gifts: The dollar amount and number of employee matching gifts awarded, generally by company-sponsored foundations.
Foundation-administered programs: The total dollars expended for programs administered by the foundation and the number of foundation-administered programs. These programs can include museums or other institutions supported exclusively by the foundation, research programs administered by the foundation, etc.
Loans: The dollar amount and number of loans made to nonprofit organizations by the foundation. These can include program-related investments, emergency loans to help nonprofits that are waiting for grants or other income payments, etc. When supplied by the foundation, high, low, and average range are also indicated.
Loans to individuals: The number of loans to individuals and the total amount loaned. When supplied by the foundation, high, low, and average range are also indicated.
In-kind gifts: The monetary value and number of in-kind gifts.
EIN: The Employer Identification Number is assigned to each foundation by the Internal Revenue Service. This number can be useful when ordering copies of the foundation's annual information return, Form 990 or 990-PF, from the Internal Revenue Service.
Selected grants: A list of selected grants for those foundations with annual giving of at least $100,000. Up to ten grants reported during a given fiscal year may be provided. Grants to individuals are not included.
Sponsoring Company Information: This information will appear in brief profiles included within the entries of corporate giving programs, company-sponsored foundations, company-sponsored operating foundations, and company-sponsored public charities. These company profiles include the name, city, and state of the sponsoring company; the company's URL address; a description of the company's principal business activities, financial information for a given year, including the number of employees, assets, sales, pre-tax income, and Fortune and/or Forbes ratings; principal corporate officers; names and locations of identified subsidiaries, divisions, plants, and/or offices; and a statement of giving methods, such as direct giving programs or foundations.