2015 Conference - Foundation Profile Survey

2015 LCF Conference - Community Foundation Profile Survey

This information will provided to all Larger Community Foundation Conference attendees as part of the annual conference notebook. Please submit your responses by January 16, 2015.

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1. Name of Foundation: (Required.)

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2. Year the Foundation was established: (Required.)

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3. What month is your fiscal year end? (Required.)

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4. Assets (in millions): please use 000,000,000 format (Required.)

Assets as of September 30, 2013:

As of September 30, 2014:

Estimated year end:

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5. Percentage assets in most recent fiscal year for: (Required.)

Donor Advised (created by donors wishing to remain actively involved by recommending specific grants)

Donor Designated (created by donors wishing to specify one or more orgs to receive all or part of the annual fund income)

Supporting Organization (supports/supervises other charitable organizations)

Scholarships (created and supported by donors to help area students with college education)

Field of Interest (designed by donor to accomplish a broad charitable goal/purpose)

Other Unrestricted

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6. Grants approved in most recent fiscal year: please use 000,000,000 format for dollar amounts (Required.)

# of competitive grants:

$ of competitive grants:

# of non-competitive grants:

$ of non-competitive grants:

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7. Gifts received (in millions): please use 000,000,000 format
(Required.)

January 1, 2013 - December 31, 2013:

January 1, 2014 - September 30, 2014:

Estimated year end:

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8. Operating revenue in most recent fiscal year: please use 000,000,000 format (Required.)

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9. Operating expenses in most recent fiscal year: please use 000,000,000 format (Required.)

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10. Total Population Served (answer ONLY if changed from previous year):

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11. Number of Board Members: (Required.)

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12. Number of Paid Staff (FTEs): (Required.)

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13. Tenure of Current CEO (Required.)

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14. Organizational Structure: (Required.)

Trust

Corporate

Both

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* 1. Name of Foundation: (Required.)

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* 2. Year the Foundation was established: (Required.)

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* 3. What month is your fiscal year end? (Required.)

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* 4. Assets (in millions): please use 000,000,000 format (Required.)

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* 5. Percentage assets in most recent fiscal year for: (Required.)

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* 6. Grants approved in most recent fiscal year: please use 000,000,000 format for dollar amounts (Required.)

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* 7. Gifts received (in millions): please use 000,000,000 format (Required.)

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* 8. Operating revenue in most recent fiscal year: please use 000,000,000 format (Required.)

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* 9. Operating expenses in most recent fiscal year: please use 000,000,000 format (Required.)

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* 10. Total Population Served (answer ONLY if changed from previous year):

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* 11. Number of Board Members: (Required.)

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* 12. Number of Paid Staff (FTEs): (Required.)

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* 13. Tenure of Current CEO (Required.)

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* 14. Organizational Structure: (Required.)

1. Name of Foundation: (Required.)

2. Year the Foundation was established: (Required.)

3. What month is your fiscal year end? (Required.)

4. Assets (in millions): please use 000,000,000 format (Required.)

5. Percentage assets in most recent fiscal year for: (Required.)

6. Grants approved in most recent fiscal year: please use 000,000,000 format for dollar amounts (Required.)

7. Gifts received (in millions): please use 000,000,000 format
(Required.)

8. Operating revenue in most recent fiscal year: please use 000,000,000 format (Required.)

9. Operating expenses in most recent fiscal year: please use 000,000,000 format (Required.)

10. Total Population Served (answer ONLY if changed from previous year):

11. Number of Board Members: (Required.)

12. Number of Paid Staff (FTEs): (Required.)

13. Tenure of Current CEO (Required.)

14. Organizational Structure: (Required.)