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Foundation & Corporate Research

This guide provides an introduction to foundations and corporate research, focusing on different types of foundations, the funding landscape, and trends in grantmaking and corporate donations. Learn about private and public foundations, corporate foundations, and how to access essential resources like the Foundation Center’s Foundation Finder and GuideStar. We also discuss simplifying IRS Form 990 and tracking funding opportunities. Empower yourself with the information you need to start your journey into nonprofit research and grant applications.

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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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