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TAG is conducting a survey of foundations to gain a better understanding about what data is commonly and consistently collected through foundations' application processes. For this survey, we are only looking at information related to the grantseeking organization: address, contact and financial information.

The survey data will be used to determine whether it is feasible to participate in the development of common data standards for grantmaking applications.

We thank you for your participation.

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* 1. Please enter your foundation name

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* 2. Please enter your email address

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* 3. What contact and address information do you collect about the grantseeking organization?

  Collect via data entry Collect as a document We don't collect
EIN Number
Organization Common Name (ie UC Berkeley)
University System Name (ie Regents of Univ of CA)
School/Department/Unit (ie School of Medicine)
Organization Legal Name
Organization Prior Name
Organization AKA Name
Address (line 1)
Address (line 2)
City
Country
State/Territory
Zip or Postal Code
Main Phone Number
Phone Extension
Fax Number
Website
Facebook page
Twitter handle
501 c(3) - Y/N
Tax classification
Fiscal Organization Data

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* 4. What roles do you collect address and contact information from?

  Yes No
Project Director/Lead/Principal Investigator - person who runs the project, who will be the primary recipient of all funding related corresponsence: award letter, post award financial,monitoring & grant closure
Co-Project Director/Lead/Principal Investigator - if applicable, person who shares the lead
Financial Officer - person who receives the payments
Authorized Official - person who signs the award letter of agreement and is designated to sign contracts on behalf of the grantee organization.
Highest Ranking Official - highest ranking employee at grantee organization
Communications/Public Relations Contact
Board Member

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* 5. What address and contact information do you collect for each grantseeker role?

  Collect via data entry Collect as a document We don't collect
Email Address
Prefix
First Name
Middle Name
Last Name
Suffix
Degree(s)
Organization
Position
School/Department/Unit
Business Unit
Address (line 1)
Address (line 2)
City
State/Province/Territory
Country
Zip or Postal Code
Office Phone Number
Office Phone Extension
Mobile Phone Number
Fax Number
Website URL
Facebook page
LinkedIn page
Twitter handle

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* 6. What standard documents do you collect about the organization that are not directly related to the purpose of the project, award or grant?

  Yes No
Audited Financial Statements
Copy of Audit prepared by external auditors
Audit letters - from external auditors stating their findings
Organization Staffing - list of key positions, an organization chart, # of FTEs, # of financial staff.
Internal Revenue Service (IRS) determination Letter
Latest IRS Form 990 tax return
List of board member names & work affiliations
Board member contact information
Operating Budget for the current fiscal year
Organizational goals
Organization's core competency
Organization's constituents

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* 7. Do you collect any general governance information about the organization?

  Yes No
How often does the board meet
What is the average % of board attendance
What is the % of board giving to total giving
Are any board members related to the chief executive
Does the board have term limits
Is there a Conflict of Interest policy

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* 8. Do you collect any organizational classification information?

  Yes No
Ethnicity of board
Ethnicity of staff
Ethnicity of project team
Type of organization
Congressional district of organization
Geographic location of organization
Geographic location of population served

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* 9. Is some or all of your application available via a web-based online application?

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* 10. Do you plan to use NGOSource for international grantmaking equivalency determination?

Thank you for participating in this survey to inform the potential for developing a data standard for grantee applications.

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