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IRS Form 990PF: Top Search Examples

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Recipients of foundation funding are listed in the Contributions Paid section of the Form 990-PF. To conduct a search for specific types of recipients found within this section, you would use the following as an example: Contributions w/200 hospital . As an alternative, you can simply enter the name of the group or organization you are searching for; i.e. School, University, College, Museum, Shelter etc. Your search result will contain all documents containing the specific word anywhere within the document.
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Making connections early in the funding cycle of a foundation can help to establish your organization as a recipient. The line above the Identification Section on page one, is marked yes when a newly formed foundation completes its initial (or first) return. The following search example will result in providing you with a list of the foundations who answered yes to this question: X w/1 initial .
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Knowing when a new year of granting begins or capitalizing on what remains left in a budget near the end of a fiscal year is relevant prospect research information. The top of page 1 contains the foundation's fiscal year end. A fiscal year is the 12 months covered by the foundation's financial statements. To create a search resulting in a list of foundations whose fiscal year ends in May, enter the following search criteria: ending w/2 May.