Grantmaker Record Display Screen — Standard View
The Grantmaker Record Display Screen in Standard View displays the record of the selected grantmaker as a series of "tabs." Each record includes a Profile Tab and up to eight additional tabs depending on the grantmaker selected and your subscription plan. Click on a tab to access that part of the record. Descriptions of the content and/or functionality of each tab are provided below:
Profile Tab
The content of the Profile Tab varies based on the size and nature of the grantmaker and the availability of information. The Profile Tab contains an At A Glance section displaying basic information about the grantmaker and individual sections for other information. Use the Jump To links on the left side of the screen at the top of the Profile and the Top of Page links at the top of each individual section to navigate within the Profile Tab. The date on which Foundation Center editorial staff last updated the Profile appears on the right side of the screen at the top of the Profile Tab. A link on the left side of the screen at the top of the Profile Tab can be used to change the Grantmaker Record Display Screen format from Standard View to Compact View. A link at the bottom of the Profile Tab can be used to e-mail the Foundation Center's editorial staff with updated information on the grantmaker.
The At A Glance section of the Profile Tab might contain any of the following:
Grantmaker Name: The full legal name of the grantmaker and the "Doing Business As," "Also Known As," and/or former name of the grantmaker, if applicable.
Grantmaker Address: The street address, city, state, and ZIP code of the grantmaker's principal office.
Telephone: The telephone number of the grantmaker.
Contact: The name and title of the contact person.
Fax: The fax number of the grantmaker.
E-mail: The e-mail address of the contact person or the general e-mail address of the grantmaker.
URL: The URL address of the grantmaker.
Type of Grantmaker: Classifications include community foundation, company-sponsored foundation, independent foundation, and operating foundation for all subscribers as well as corporate giving program and public charity for Platinum and Professional subscribers. Type of Grantmaker definitions are included in the About Foundation Directory Online section.
IRS Exemption Status: The Internal Revenue Code (IRC) section under which the grantmaker is exempt from federal income tax.
Additional Descriptor: Any other supplemental classifications of the grantmaker further describing its organizational structure, such as family foundation, giving circle, or supporting organization.
Financial Data: Includes the year-end date of the accounting period for which financial data is supplied and the total dollar value of the grantmaker's investments at the end of the accounting period and the total dollar value of all grants and contributions awarded by the grantmaker during the accounting period. Expanded financial information can be found in the individual Financial Data section of the Profile Tab.
EIN: The Employer Identification Number (EIN) of the grantmaker, as assigned by the Internal Revenue Service (IRS).
990 or 990-PF: Links to the latest available IRS Form 990-PF filings by private foundations for all subscribers as well as IRS Form 990 filings by public charities for Platinum and Professional subscribers. Accessing our IRS filings requires the use of the most recent version of the free Adobe Reader. Download the latest version of the Reader.
An E-Grant Reporter icon appears at the top of the At A Glance section to indicate that a grantmaker submits electronic grant lists to the Foundation Center on a regular basis.
In addition to the At A Glance section, the Profile Tab might contain any of the following individual sections of information:
Additional Contact Information: Any additional addresses (such as a separate application address) supplied by the grantmaker for correspondence or application submission. Additional telephone numbers, fax numbers, e-mail addresses, and URL addresses might also be listed here.
Online Communications: Links to sites and pages where a grantmaker maintains an online presence or communicates information about its activities.
Donor(s): A historical record of the name(s) of the donor(s) or principal contributor(s) to the grantmaker, including individuals and corporations. If a donor is deceased, the ‡ symbol follows the name.
Economic Crisis Information: Information regarding how the current economic crisis is affecting the grantmaker. This data has been compiled from the public announcements made by grantmakers about how they plan to respond to the recession.
Background: Establishment data, including the legal form (usually a trust or corporation) of establishment of the grantmaker and the year and state in which the grantmaker was established, and other background information.
Limitations: Any stated limitations on the grantmaker's giving. Included here are geographic preferences and restrictions by type of recipient and type of support. It is also noted here if a grantmaker does not accept unsolicited applications.
Purpose and Activities: The purpose and activities, in general terms, of the grantmaker. This statement might reflect specific funding interests or a general philosophy as expressed by the grantmaker or, if no grantmaker statement is available, an analysis of the actual grants awarded by the grantmaker. 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 individual Fields of Interest section of the Profile Tab.
Program Area(s): Program areas are distinctly identified areas of interest that the grantmaker supports on a continuing basis or specifically named initiatives created by the grantmaker. Detailed descriptions of grantmaker program areas are provided for Platinum and Professional subscribers.
Fields of Interest: The specific fields of interest reflected by the grantmaker's giving, broken down into three categories: Subjects, International Interests, and Population Groups. The terminology used in this section is based on the National Taxonomy of Exempt Entities (NTEE), originally developed by the National Center for Charitable Statistics. To learn more about the national taxonomy and the Foundation Center's use of it, visit our web site.
Geographic Focus: The geographic giving preferences of the grantmaker, usually one or more states. "National," "International," and "National; international" are used to identify grantmakers that give on a national basis, an international basis, and a national and international basis, respectively. Grantmakers that identify their giving in this way should not be confused with those that support "national organizations" and/or "international organizations," which describes the type of organization supported rather than the geographic scope of the grantmaker.
Types of Support: The types of funding (such as endowments, seed money, building/renovation, fellowships, etc.) offered by the grantmaker. See the Types of Support definitions list for a short description of each one.
Publications: Printed materials available from the grantmaker that describe its activities. These can include annual reports, informational brochures, and application guidelines.
Application Information: Includes any of the following: the required form of application, the preferred initial approach, the number of copies of proposals requested, frequency and dates of board or committee meetings, application deadlines, the general amount of time the grantmaker requires to notify applicants of its decision, languages in which applications are accepted, and other general application information. For Platinum and Professional subscribers, a list of materials that should accompany proposals might also be included. Note: Some grantmakers have indicated that applications are not accepted or that funds are currently committed to ongoing projects. Applicants should be aware that the chance of receiving support from these grantmakers is extremely small.
Governing Bodies: The names, titles, and affiliations of officers, directors, trustees, administrators, committee members, and members of other governing bodies of the grantmaker. An asterisk following an individual's name indicates an officer who is also a director or trustee.
Number of Staff: The number of professional and support staff employed by the grantmaker and an indication of part-time or full-time status. The number of shared staff and the organization(s) with which staff is shared might also be noted here.
Memberships: Membership organizations with which the grantmaker is affiliated, broken down into three groups: Regional Associations of Grantmakers (RAGs), Affinity Groups, and Associations and Other Philanthropic Organizations.
Financial Data: Includes the year-end date of the accounting period for which financial data is supplied and any of the following: Revenue, Assets, Asset Type, Gifts Received, Expenditures, Total Giving, Program Services Expenses, Qualifying Distributions, Grants, Grants to Individuals, Employee Matching Gifts, Grantmaker-Administered Programs, In-Kind Gifts, Loans/Program-Related Investments, Loans to Individuals, and Set-Asides. See the Types of Financial Data definitions list for a short description of each one.
The financial data on some profiles may be marked as unaudited. This means the financial data is taken from a trusted unaudited source if an audited tax return is not yet available. These sources can include the grantmaker's annual report or a communication directly from the grantmaker. If financial data for a particular year is updated when the tax return becomes available, the data may change slightly, but there usually are not major differences.
Additional Location Information: The county, metropolitan area, if applicable, and congressional district in which the grantmaker's principal office is located.
Selected Grants: A representative sample of up to ten grants paid to organizations for those foundations with total giving of at least $100,000. For Platinum and Professional subscribers, selected grants for corporate giving programs and public charities are listed when available. For a more comprehensive list of a foundation's grants, Plus, Premium, Platinum, and Professional subscribers should use the Search Grants Screen. Professional subscribers can also access the Grantmaker-Specific Search Grants Screen directly from the grantmaker record. See the description of the functionality of the Search Grants Tab below for more information.
Company Tab
Platinum and Professional subscribers have access to the Company Tab for corporate grantmakers. Clicking on the Company Tab launches the Company Record Display Screen of the sponsoring company associated with a particular grantmaker. For more information on the Company Record Display Screen, please see the Company Record Display Screen section.
Exclusive Content and Functionality for Professional Subscribers
In addition to the Profile Tab, 990s Tab, and Company Tab, Professional subscribers have access to up to six additional tabs:
The Search Grants Tab provides access to the Grantmaker-Specific Search Grants Screen, enabling you to search for records of recently awarded grants specific to a particular grantmaker. For more information on the Grantmaker-Specific Search Grants Screen, please see the Grantmaker-Specific Search Grants Screen section.
Map Grants Tab
The Map Grants Tab provides access to the Map Grants Screen, enabling you to map the distribution of recently awarded grants specific to a particular grantmaker. For more information on the Map Grants Screen, please see the Map Grants Screen section.
Chart Grants Tab
The Chart Grants Tab provides access to the Chart Grants Screen, enabling you to chart the distribution of recently awarded grants specific to a particular grantmaker. For more information on the Chart Grants Screen, please see the Chart Grants Screen section.
News Tab
The News Tab provides links to news stories, job listings, and RFP (Request for Proposals) postings specific to a particular grantmaker from Philanthropy News Digest, the Foundation Center's daily online news service. Grantmaker-specific links to PND's Connections column, profiling web sites and publications on issues related to the changing world of philanthropy, are also included.
Social Media Tab
The Social Media Tab provides feeds and links to grantmaker-specific social media channels including blogs, Facebook, Flickr, LinkedIn, MySpace, Twitter, Vimeo, and YouTube, as well as links to podcasts and multimedia pages for that particular grantmaker.
Publications Tab
The Publications Tab provides access to annotations of and links to reports sponsored by a particular grantmaker. This information is culled from PubHub, the Foundation Center's repository of foundation-sponsored reports. The Publications Tab also provides the ability to search for articles in the Foundation Center's library collection related to a particular grantmaker.
Grantmaker Record Display Screen Tools
The Grantmaker Record Display Screen provides a number of utilities used to manage grantmaker data in and extract grantmaker data from FDO. Descriptions of each tool are provided below:
To e-mail the text of the Profile of a grantmaker record, click the E-mail link. On the following screen, enter your name, your e-mail address, the recipient's e-mail address, and any comments you wish to include in the e-mail. Click the Show Highlighting check box to preserve the highlighting of any text that might have resulted based on your search criteria. Click the Send button to send the e-mail. Click the Go Back button to cancel the e-mail and return to the Grantmaker Record Display Screen. After sending an e-mail, you can send another or click the Go Back button to return to the Grantmaker Record Display Screen.
To print the text of the Profile of a grantmaker record, click the Print/Save link. Printing requires the use of the most recent version of the free Adobe Reader. Download the latest version of the Reader. A .pdf file will be generated in Adobe Reader displaying the text of the Profile of the grantmaker record. Use the tools at the top of the screen to print the file. For help, please refer to the documentation included with the Adobe Reader application.
To save the text of the Profile of a grantmaker record, click the Print/Save link. Saving requires the use of the most recent version of the free Adobe Reader. Download the latest version of the Reader. A .pdf file will be generated in Adobe Reader displaying the text of the Profile of the grantmaker record. Use the tools at the top of the screen to save the file. For help, please refer to the documentation included with the Adobe Reader application.
Signing Up for Alerts (Professional only)
To sign up to receive alerts for a grantmaker, click the Add to My Alerts check box. Alerts will contain information on profile and status changes; details on newly posted grants; links to new 990 filings; and links to newly posted news articles, job openings, RFP announcements, and publications. To delete an alert, uncheck the check box.
Alerts will be sent to the e-mail address associated with your account. To change your e-mail address, click the Account link at the top of any page and enter your password at the prompt (unless you previously opted to forego the password prompt). Select Update Your User Profile, enter your password once again, and use the form to change your e-mail address. When finished, click the Update Information button.
For information on managing your alerts, see the My FDO section.
Tagging is a method by which records are categorized under any number of keywords or key phrases created by the user. For example, a user might identify several different funding prospects for an arts program. Those grantmaker records could be tagged as "Arts prospects" for future reference and quick and easy retrieval.
To tag a grantmaker record, you can create a new tag or use a tag you previously created. To create a new tag, type the name of the tag into the box under "Tag this record" and click the Submit button. To use a tag you previously created, click Choose From Your Tags to view a list of your previously created tags, click on a tag to automatically insert it into the submission box, and click the Submit button. Note that the list of previously created tags might contain tags currently associated only with company and/or grant records. You can also type the name of a previously created tag into the submission box and click the Submit button.
For reference, a list of tags associated with a particular grantmaker record is shown under "Tags for this record." To remove a tag from a particular grantmaker record, click the "x" to the right of the tag. To access the Tagged Grantmakers Screen and view a list of all grantmaker records associated with a particular tag, click on a tag.
For information on accessing and managing your tagged grantmaker, company, and grant records, see the My FDO section.
Use the Previous Record and Next Record links at the top and bottom of the screen to navigate among grantmaker records displayed on the Grantmaker Search Results Screen. The Grantmaker Record Display Screen remains in view as you navigate among records or select a new record from the search results screen. Click the Close Window link to close the Grantmaker Record Display Screen.
©2012 Foundation Center
All Rights Reserved.