Add Foundation Affiliation Information Screen

Field Name

Field Explanation

Source

Source of the foundation affiliation information.

Organization

Name of the foundation with which the constituent has a relationship.

Description

A description of the foundation affiliation.

Address, City, State, ZIP

Foundation’s address information.

EIN

The constituent’s employer identification number.

Total assets

Fair market value of all foundation’s assets.

Fair market value assets

Amount the foundation could obtain by selling its assets.

Phone

Foundation’s phone number.

Website

Foundation’s Website address.

Org. form year

The year entered on the foundation forms (used to retain 501(c)(3) status).

Ruling year

The year that the IRS granted an organization 501(c)(3) status.

Name

Constituent’s name.

Location city, Location state, and Location ZIP

The affiliated constituent’s location information.

Job title

Constituent’s title with the foundation.

Compensation

Salary amount the foundation pays the constituent.

Form year

The year the constituent’s affiliation with the foundation started.

Notes

Enter any notes associated with the data source information.

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Prospect Affiliations > Foundations > Add Private Foundation Information Screen