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Foundation & Corporate Research

Foundation & Corporate Research. Getting started…for free!. Foundations & Corporations. Types of foundations – sources often determine funding decisions and priorities Private - Funds come from a single source, like a family fortune

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Foundation & Corporate Research

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  1. Foundation & Corporate Research Getting started…for free!

  2. Foundations & Corporations • Types of foundations – sources often determine funding decisions and priorities • Private - Funds come from a single source, like a family fortune • Public- at least 1/3 of the income comes from general public donation • Corporate foundations • These foundations are separate legal entities where giving reflects corporate interests. • Follow the same laws governing private foundations, including filing an annual Form 990-PF with the IRS.

  3. Current trends • Foundation funding • Grantmaking increased to $38.5 billion, according to data provided by the Foundation Center in 2007. • Corporate giving • In 2007 increased by an estimated 1.9%, to $15.7 billion. • Corporate and foundation giving represents approximately 17% of a mature non-profit’s giving plan.

  4. Foundation Information • Foundation Center’s Foundation Finder: http://lnp.fdncenter.org/finder.html • Example: Cancer, North Carolina • Search results indicate 10 foundations listed

  5. Foundation Information • Contact information • Foundation website address via hyperlink • Financial summary, including access to most recent IRS 990 filing

  6. GuideStar • Free access via www.guidestar.org • Access to most recent IRS tax return (990) for most nonprofits • Assists in identifying an organization’s funding priorities, geographic limits

  7. Simplifying a 990 • By knowing where to look, a foundation’s assets, key officers, and grants paid can be identified easily

  8. Simplifying a 990 • Application information and grants are also listed:

  9. 990 Supplemental Pages • Used for extra information that doesn’t fit easily into the IRS form, such as all grants paid, officers, etc.:

  10. 990 Supplemental Pages Used for extra information that doesn’t fit easily into the IRS form, such as all grants paid, officers, etc.:

  11. Private companies • Harder to evaluate worth since they don’t have to report finances • Can compare to similar companies using median figures: • INC. Magazine’s Ultimate Valuation Guide, http://images.inc.com/magazine/20070101/valuation-tables.pdf

  12. Private Companies • Can estimate valuation based on type of business: • http://www.bizstats.com/reports/valuation-rule-thumb.asp

  13. Public Companies • Lots of basic information on the company website:

  14. UNC Library • Online magazines and newspapers, www.lib.unc.edu/ • News & Observer, Business Journals, Chronicle of Higher Education, Chronicle of Philanthropy • Search by title, subject, or alphabetically

  15. Sample E-reference Links • Library has pre-established numerous links to popular subjects

  16. Additional Library Resources • America’s Newspapers • Full text coverage of major newspapers • CorporateAffiliations.com • Corporate linkage information- affiliates, subsidiaries, and divisions • Helpful for sorting out mergers/acquisitions

  17. Track your prospects • Set up email alerts to receive updates on key issues, organizations, or topics. • Foundation Center RFP bulletin - http://foundationcenter.org/pnd/rfp/

  18. Google Alerts • From the main Google search page, select “more” • At the next screen, choose “Alerts” to receive news and search results via email

  19. FYI • Additional details can be found on the intranet, under Office of Development/Donor and Prospect Relations/Research • No question is too big or too small – I’m here to help • Any questions?

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